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, Q4 2023
Institutional positions in New Oriental Education & Technology Group Inc. as of Dec 31, 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
- 237
- +48 vs. Q3 2023
- Shares held
- 60.9M
- −1.46M (−2.3%) vs. Q3 2023
- Total value
- $4.47B
- +$806.5M (+22.0%) vs. Q3 2023
- New holders
- 65
- 60 more added
- Sold out
- 17
- 90 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 168 | $2.24B |
| Q1 2026 | 179 | $2.91B |
| Q4 2025 | 166 | $2.92B |
| Q3 2025 | 155 | $2.60B |
| Q2 2025 | 167 | $2.96B |
| Q1 2025 | 167 | $3.06B |
| Q4 2024 | 205 | $4.14B |
| Q3 2024 | 217 | $4.93B |
| Q2 2024 | 230 | $5.06B |
| Q1 2024 | 256 | $5.54B |
| Q4 2023 | 237 | $4.47B |
| Q3 2023 | 191 | $3.73B |
| Q2 2023 | 178 | $2.56B |
| Q1 2023 | 177 | $2.63B |
| Q4 2022 | 184 | $2.35B |
| Q3 2022 | 155 | $1.92B |
| Q2 2022 | 153 | $1.58B |
| Q1 2022 | 194 | $1.08B |
| Q4 2021 | 247 | $2.08B |
| Q3 2021 | 273 | $1.88B |
| Q2 2021 | 398 | $9.90B |
| Q1 2021 | 438 | $18.2B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 3 | $220 | 0.00% | −3−50.0% | Reduced |
| Raffa Wealth Management, LLC | 4 | $293 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $293 | 0.00% | +4 | New |
| Tennessee Valley Asset Management Partners | 4 | $293 | 0.00% | +4 | New |
| Hexagon Capital Partners LLC | 11 | $807 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 12 | $879 | 0.00% | +12 | New |
| GAMMA Investing LLC | 12 | $920 | 0.00% | +12 | New |
| Huntington National Bank | 14 | $954 | 0.00% | +13+1,300.0% | Added |
| First Horizon Advisors, Inc. | 15 | $1.10K | 0.00% | +15 | New |
| Global Retirement Partners, LLC | 15 | $1.14K | 0.00% | +15 | New |
| Brown Brothers Harriman & Co | 17 | $1.25K | 0.00% | +17 | New |
| EverSource Wealth Advisors, LLC | 27 | $1.98K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 47 | $3.44K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 48 | $3.52K | 0.00% | −31−39.2% | Reduced |
| JJJ Advisors Inc. | 49 | $3.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $3.66K | 0.00% | −4−7.4% | Reduced |
| Byrne Asset Management LLC | 55 | $3.94K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 60 | $4.40K | 0.00% | −170−73.9% | Reduced |
| Capital Advisors, Ltd. LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 69 | $5.06K | 0.00% | +6+9.5% | Added |
| Principal Securities, Inc. | 77 | $5.64K | 0.00% | +77 | New |
| Proequities, Inc. | 112 | $8.21K | 0.00% | +112 | New |
| Rakuten Securities, Inc. | 115 | $8.43K | 0.01% | +115 | New |
| Hantz Financial Services, Inc. | 187 | $14.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 217 | $15.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 229 | $16.8K | 0.00% | −3−1.3% | Reduced |
| TD Private Client Wealth LLC | 338 | $24.8K | 0.00% | +338 | New |
| CWM, LLC | 432 | $32.0K | 0.00% | −47−9.8% | Reduced |
| Advisory Services Network, LLC | 482 | $35.3K | 0.00% | +482 | New |
| Assetmark, Inc | 610 | $44.7K | 0.00% | +575+1,642.9% | Added |
| Lindbrook Capital, LLC | 683 | $50.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 807 | $59.1K | 0.01% | −48−5.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,146 | $68.0K | 0.00% | −1,065−48.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,647 | $120.7K | 0.00% | −2,444−59.7% | Reduced |
| Atlas Capital Advisors LLC | 1,745 | $127.9K | 0.02% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 2,000 | $146.6K | 0.00% | +2,000 | New |
| Banque Cantonale Vaudoise | 2,066 | $151.0K | 0.01% | −209−9.2% | Reduced |
| Walleye Trading LLC | 2,240 | $164.1K | 0.00% | +2,240 | New |
| Leonteq Securities AG | 2,322 | $170.2K | 0.02% | −831−26.4% | Reduced |
| Parallel Advisors, LLC | 2,538 | $186.0K | 0.01% | −14−0.5% | Reduced |
| Signaturefd, LLC | 2,714 | $198.9K | 0.00% | −109−3.9% | Reduced |
| Atomi Financial Group, Inc. | 2,872 | $210.5K | 0.03% | +2,872 | New |
| CI Private Wealth, LLC | 2,884 | $211.3K | 0.00% | +2,884 | New |
| Cresset Asset Management, LLC | 2,975 | $218.0K | 0.00% | +2,975 | New |
| Creative Planning | 2,977 | $218.2K | 0.00% | +2,977 | New |
| Natixis | 3,000 | $219.8K | 0.00% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 3,000 | $226.6K | 0.18% | −500−14.3% | Reduced |
| Quantinno Capital Management LP | 3,167 | $232.0K | 0.01% | +3,167 | New |
| Jump Financial, LLC | 3,201 | $234.6K | 0.01% | +3,201 | New |
| Panagora Asset Management Inc | 3,275 | $240.0K | 0.00% | +3,275 | New |
| Personal Cfo Solutions, LLC | 3,284 | $240.7K | 0.04% | −135−3.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,406 | $249.6K | 0.00% | −284−7.7% | Reduced |
| Itau Unibanco Holding S.A. | 3,580 | $262.3K | 0.01% | −5,920−62.3% | Reduced |
| Claro Advisors LLC | 3,606 | $264.2K | 0.06% | +78+2.2% | Added |
| Quadrant Capital Group LLC | 3,690 | $270.4K | 0.02% | +88+2.4% | Added |
| QRG Capital Management, Inc. | 3,696 | $270.8K | 0.00% | +3,696 | New |
| JustInvest LLC | 3,887 | $284.8K | 0.01% | −2,507−39.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,042 | $296.2K | 0.08% | −160−3.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,340 | $318.0K | 0.03% | +52+1.2% | Added |
| GWM Advisors LLC | 4,504 | $325.1K | 0.00% | −2,875−39.0% | Reduced |
| Abn Amro Investment Solutions | 4,500 | $329.8K | 0.01% | +4,500 | New |
| Capital Markets Trading UK LLP | 4,537 | $332.0K | 0.25% | +4,537 | New |
| Wrapmanager Inc | 4,556 | $333.9K | 0.10% | −97−2.1% | Reduced |
| AXA S.A. | 4,593 | $336.6K | 0.00% | +2,594+129.8% | Added |
| Gsa Capital Partners LLP | 5,261 | $386.0K | 0.03% | −22,752−81.2% | Reduced |
| DekaBank Deutsche Girozentrale | 5,650 | $393.0K | 0.00% | −14,850−72.4% | Reduced |
| Cetera Advisor Networks LLC | 5,455 | $399.7K | 0.00% | −119−2.1% | Reduced |
| Bayesian Capital Management, LP | 5,622 | $412.0K | 0.04% | +5,622 | New |
| Citigroup Inc | 5,904 | $432.6K | 0.00% | +1,017+20.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,314 | $462.7K | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 6,418 | $470.3K | 0.02% | +6,418 | New |
| CenterBook Partners LP | 6,429 | $471.1K | 0.06% | +6,429 | New |
| Vident Advisory, LLC | 6,531 | $478.6K | 0.01% | +1,469+29.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,666 | $488.5K | 0.00% | +6,666 | New |
| Nine Masts Capital Ltd | 7,000 | $495.2K | 0.37% | +7,000 | New |
| Wolverine Trading, LLC | 6,771 | $496.2K | 0.00% | +6,771 | New |
| Squarepoint Ops LLC | 6,788 | $497.4K | 0.00% | −940−12.2% | Reduced |
| West Family Investments, Inc. | 6,957 | $509.8K | 0.17% | 00.0% | Unchanged |
| HighVista Strategies LLC | 7,100 | $520.3K | 0.19% | +700+10.9% | Added |
| Calamos Wealth Management LLC | 7,171 | $525.5K | 0.03% | +7,171 | New |
| Simplex Trading, LLC | 7,282 | $533.0K | 0.02% | +7,282 | New |
| Credit Suisse AG | 7,314 | $536.0K | 0.00% | −42,097−85.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 7,437 | $545.0K | 0.29% | +7,437 | New |
| Cutler Group LP | 7,732 | $566.0K | 0.08% | +4,864+169.6% | Added |
| Advisor Group Holdings, Inc. | 7,855 | $575.3K | 0.00% | +4,131+110.9% | Added |
| Caxton Associates LP | 7,858 | $575.8K | 0.03% | +3,404+76.4% | Added |
| TD Waterhouse Canada Inc. | 7,626 | $588.3K | 0.01% | −206−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 8,141 | $597.0K | 0.01% | −457−5.3% | Reduced |
| Fred Alger Management, LLC | 8,400 | $615.6K | 0.00% | −4,800−36.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,436 | $618.2K | 0.06% | +8,436 | New |
| Rhumbline Advisers | 8,848 | $648.4K | 0.00% | −200−2.2% | Reduced |
| Walleye Capital LLC | 9,291 | $680.8K | 0.01% | +9,291 | New |
| State Street Corp | 9,540 | $699.1K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 9,675 | $709.0K | 0.01% | −945−8.9% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,000 | $732.8K | 1.68% | +10,000 | New |
| O'Neil Global Advisors, Inc. | 10,220 | $749.0K | 0.44% | −5,106−33.3% | Reduced |
| Rock Creek Group, LP | 13,636 | $757.3K | 0.11% | −1,667−10.9% | Reduced |
| CWM Advisors, LLC | 10,578 | $775.2K | 0.09% | +10,578 | New |
| Wells Fargo & Company | 10,913 | $799.7K | 0.00% | +2,887+36.0% | Added |