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Livermore
ZHEN

New Oriental Education & Technology Group Inc.

EDU
Exchange
NYSE
Industry
Services-Educational Services
SEC CIK
0001372920

In the last 90 days, New Oriental Education & Technology Group Inc. insiders filed 0 open-market purchases and 2 sales; 168 institutions reported holding it in 13F filings for Q2 2026, worth $2.24B in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.

Other share classesNWOEF

13F holders, Q3 2023

Institutional positions in New Oriental Education & Technology Group Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
191
+14 vs. Q2 2023
Shares held
63.5M
−1.68M (−2.6%) vs. Q2 2023
Total value
$3.73B
+$1.17B (+45.9%) vs. Q2 2023
New holders
41
56 more added
Sold out
27
65 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EDU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 191 institutions
Q1 2021: 438 institutionsQ2 2021: 398 institutionsQ3 2021: 273 institutionsQ4 2021: 247 institutionsQ1 2022: 194 institutionsQ2 2022: 153 institutionsQ3 2022: 155 institutionsQ4 2022: 184 institutionsQ1 2023: 177 institutionsQ2 2023: 178 institutionsQ3 2023: 191 institutionsQ4 2023: 237 institutionsQ1 2024: 256 institutionsQ2 2024: 230 institutionsQ3 2024: 217 institutionsQ4 2024: 205 institutionsQ1 2025: 167 institutionsQ2 2025: 167 institutionsQ3 2025: 155 institutionsQ4 2025: 166 institutionsQ1 2026: 179 institutionsQ2 2026: 168 institutions
Value heldQ3 2023: $3.73B
Q1 2021: $18.2BQ2 2021: $9.90BQ3 2021: $1.88BQ4 2021: $2.08BQ1 2022: $1.08BQ2 2022: $1.58BQ3 2022: $1.92BQ4 2022: $2.35BQ1 2023: $2.63BQ2 2023: $2.56BQ3 2023: $3.73BQ4 2023: $4.47BQ1 2024: $5.54BQ2 2024: $5.06BQ3 2024: $4.93BQ4 2024: $4.14BQ1 2025: $3.06BQ2 2025: $2.96BQ3 2025: $2.60BQ4 2025: $2.92BQ1 2026: $2.91BQ2 2026: $2.24B
Institutions holding EDU and their total value by quarter
QuarterHoldersValue
Q2 2026168$2.24B
Q1 2026179$2.91B
Q4 2025166$2.92B
Q3 2025155$2.60B
Q2 2025167$2.96B
Q1 2025167$3.06B
Q4 2024205$4.14B
Q3 2024217$4.93B
Q2 2024230$5.06B
Q1 2024256$5.54B
Q4 2023237$4.47B
Q3 2023191$3.73B
Q2 2023178$2.56B
Q1 2023177$2.63B
Q4 2022184$2.35B
Q3 2022155$1.92B
Q2 2022153$1.58B
Q1 2022194$1.08B
Q4 2021247$2.08B
Q3 2021273$1.88B
Q2 2021398$9.90B
Q1 2021438$18.2B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q2 2023.

Institutions holding EDU in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
HAP Trading, LLC21,430$1.25M0.31%+9,080+73.5%Added
DekaBank Deutsche Girozentrale20,500$1.22M0.00%00.0%Unchanged
Engineers Gate Manager LP20,171$1.18M0.04%+20,171New
O'Shaughnessy Asset Management, LLC19,716$1.15M0.02%+19,716New
Oversea-Chinese Banking CORP Ltd19,466$1.14M0.05%00.0%Unchanged
Profund Advisors LLC17,541$1.03M0.06%+451+2.6%Added
LMR Partners LLP16,661$975.5K0.02%+16,661New
O'Neil Global Advisors, Inc.15,326$897.0K0.81%+15,326New
Rock Creek Group, LP15,303$896.0K0.12%+15,303New
Wetherby Asset Management Inc14,123$826.9K0.05%−827−5.5%Reduced
Ameriprise Financial Inc13,769$806.2K0.00%−31,165−69.4%Reduced
Stifel Financial Corp13,593$795.9K0.00%−1,774−11.5%Reduced
Janney Montgomery Scott LLC13,556$794.0K0.00%−175−1.3%Reduced
Ritholtz Wealth Management13,492$790.0K0.04%+13,492New
Fred Alger Management, LLC13,200$772.9K0.00%−1,300−9.0%Reduced
Farallon Capital Management, L.L.C.13,000$761.1K0.00%00.0%Unchanged
DFPG Investments, LLC10,881$735.8K0.07%+10,881New
TownSquare Capital, LLC10,620$621.8K0.01%−1,446−12.0%Reduced
Virtu Financial LLC10,221$598.0K0.06%+10,221New
State Street Corp9,540$558.6K0.00%−160−1.6%Reduced
Itau Unibanco Holding S.A.9,500$556.2K0.02%−800−7.8%Reduced
US Bancorp9,253$541.8K0.00%+3,196+52.8%Added
Crossmark Global Holdings, Inc.8,598$539.0K0.01%+689+8.7%Added
Rhumbline Advisers9,048$529.8K0.00%−1,165−11.4%Reduced
Brilliance Asset Management Ltd8,127$475.8K0.12%00.0%Unchanged
Wells Fargo & Company8,026$469.9K0.00%+3,953+97.1%Added
TD Waterhouse Canada Inc.7,832$460.1K0.00%−463−5.6%Reduced
Squarepoint Ops LLC7,728$452.5K0.00%+7,728New
Headlands Technologies LLC7,438$435.5K0.21%+4,861+188.6%Added
GWM Advisors LLC7,379$432.0K0.00%−11,910−61.7%Reduced
West Family Investments, Inc.6,957$407.3K0.14%00.0%Unchanged
HighVista Strategies LLC6,400$374.7K0.17%+6,400New
JustInvest LLC6,394$374.4K0.01%−447−6.5%Reduced
B. Metzler seel. Sohn & Co. AG6,314$369.7K0.01%−6,314−50.0%Reduced
Royal Bank of Canada6,225$365.0K0.00%+3,588+136.1%Added
Susquehanna International Group, LLP5,751$336.7K0.00%−83,176−93.5%Reduced
QP Wealth Management, LLC5,605$328.2K0.57%+5,605New
Cetera Advisor Networks LLC5,574$326.4K0.00%−116−2.0%Reduced
Vident Advisory, LLC5,062$296.4K0.01%+5,062New
Citigroup Inc4,887$286.1K0.00%−22,578−82.2%Reduced
Wrapmanager Inc4,653$272.4K0.09%+4,653New
Woodward Diversified Capital, LLC4,470$261.7K0.19%−1,030−18.7%Reduced
Caxton Associates LP4,454$260.8K0.04%+4,454New
XTX Topco Ltd4,314$252.6K0.04%+4,314New
Jaffetilchin Investment Partners, LLC4,288$251.0K0.03%+4,288New
Beverly Hills Private Wealth, LLC4,202$246.0K0.07%−4,676−52.7%Reduced
Parallax Volatility Advisers, L.P.4,202$246.0K0.01%+4,202New
Russell Investments Group, Ltd.4,095$239.8K0.00%+4,095New
Tower Research Capital LLC (TRC)4,091$239.5K0.01%+1,165+39.8%Added
Afg Fiduciary Services Limited Partnership3,500$218.3K0.19%+3,500New
Advisor Group Holdings, Inc.3,724$218.0K0.00%−82−2.2%Reduced
The PNC Financial Services Group, Inc.3,690$216.1K0.00%+115+3.2%Added
Quadrant Capital Group LLC3,602$210.9K0.02%00.0%Unchanged
Claro Advisors LLC3,528$206.6K0.05%+3,528New
Personal Cfo Solutions, LLC3,419$200.2K0.04%+3,419New
Leonteq Securities AG3,153$184.6K0.02%−2,262−41.8%Reduced
Natixis3,000$175.7K0.00%+3,000New
Cutler Group LP2,868$167.0K0.03%+2,615+1,033.6%Added
Signaturefd, LLC2,823$165.3K0.00%−57−2.0%Reduced
Parallel Advisors, LLC2,552$149.4K0.00%00.0%Unchanged
Banque Cantonale Vaudoise2,275$133.0K0.01%−107−4.5%Reduced
AXA S.A.1,999$117.0K0.00%+1,999New
Carmignac Gestion1,929$113.5K0.00%−180,176−98.9%Reduced
Atlas Capital Advisors LLC1,745$102.2K0.02%+432+32.9%Added
Ronald Blue Trust, Inc.2,211$88.0K0.00%+306+16.1%Added
China Universal Asset Management Co., Ltd.1,325$77.6K0.02%00.0%Unchanged
Sunbelt Securities, Inc.855$50.1K0.01%+48+5.9%Added
Lindbrook Capital, LLC683$40.0K0.00%00.0%Unchanged
CWM, LLC479$28.0K0.00%+55+13.0%Added
Glassman Wealth Services232$13.6K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co230$13.5K0.00%00.0%Unchanged
Hartford Financial Management Inc.217$12.7K0.00%00.0%Unchanged
TSFG, LLC200$12.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.187$11.0K0.00%00.0%Unchanged
IFP Advisors, Inc180$10.5K0.00%+180New
ORG Partners LLC79$4.63K0.00%−52−39.7%Reduced
Capital Advisors, Ltd. LLC62$4.00K0.00%00.0%Unchanged
Farther Finance Advisors, LLC63$3.69K0.00%+3+5.0%Added
Bell Investment Advisors, Inc54$3.16K0.00%−8−12.9%Reduced
Byrne Asset Management LLC55$3.00K0.00%+55New
JJJ Advisors Inc.49$2.87K0.00%00.0%Unchanged
Allworth Financial LP47$2.75K0.00%00.0%Unchanged
Assetmark, Inc35$2.05K0.00%00.0%Unchanged
Venturi Wealth Management, LLC30$1.76K0.00%+18+150.0%Added
EverSource Wealth Advisors, LLC27$1.58K0.00%−29−51.8%Reduced
Earnest Partners LLC18$1.05K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)14$1.00K0.00%+14New
Hexagon Capital Partners LLC11$6440.00%00.0%Unchanged
Abound Wealth Management6$3520.00%00.0%Unchanged
Raffa Wealth Management, LLC4$2340.00%00.0%Unchanged
Huntington National Bank1$10.00%00.0%Unchanged
Aspex Management (HK) Ltd0$00.00%−707,606−100.0%Sold out
FengHe Fund Management Pte. Ltd.0$00.00%−490,745−100.0%Sold out
Alpine Investment Management Ltd0$00.00%−452,766−100.0%Sold out
Bank of Montreal0$00.00%−248,678−100.0%Sold out
Ariel Investments, LLC0$00.00%−216,727−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−142,427−100.0%Sold out
Ovata Capital Management Ltd0$00.00%−115,326−100.0%Sold out
Snow Lake Management LP0$00.00%−500,000−100.0%Sold out
Bridgewater Associates, LP0$00.00%−36,368−100.0%Sold out