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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 11,168 | $809.0K | 0.00% | +11,168 | New |
| New York State Common Retirement Fund | 11,259 | $825.1K | 0.00% | +11,259 | New |
| US Bancorp | 11,379 | $833.9K | 0.00% | +2,126+23.0% | Added |
| DFPG Investments, LLC | 11,674 | $852.4K | 0.07% | +793+7.3% | Added |
| Stifel Financial Corp | 12,575 | $921.5K | 0.00% | −1,018−7.5% | Reduced |
| AdvisorShares Investments LLC | 12,734 | $933.1K | 0.22% | +12,734 | New |
| Farallon Capital Management, L.L.C. | 13,000 | $952.6K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,347 | $978.0K | 0.00% | −209−1.5% | Reduced |
| Ameriprise Financial Inc | 13,378 | $980.3K | 0.00% | −391−2.8% | Reduced |
| Wetherby Asset Management Inc | 13,996 | $1.03M | 0.05% | −127−0.9% | Reduced |
| Engineers Gate Manager LP | 15,095 | $1.11M | 0.03% | −5,076−25.2% | Reduced |
| Aperture Investors, LLC | 15,197 | $1.11M | 0.20% | −26,438−63.5% | Reduced |
| E Fund Management Co., Ltd. | 15,201 | $1.11M | 0.07% | +15,201 | New |
| Ritholtz Wealth Management | 15,221 | $1.12M | 0.04% | +1,729+12.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 17,909 | $1.31M | 0.05% | −1,557−8.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,670 | $1.37M | 0.00% | −9,804−34.4% | Reduced |
| Headlands Technologies LLC | 18,696 | $1.37M | 0.41% | +11,258+151.4% | Added |
| Centiva Capital, LP | 19,120 | $1.40M | 0.09% | +19,120 | New |
| Deutsche Bank AG | 20,841 | $1.53M | 0.00% | −1,731−7.7% | Reduced |
| Profund Advisors LLC | 20,870 | $1.53M | 0.07% | +3,329+19.0% | Added |
| American Century Companies Inc | 21,909 | $1.61M | 0.00% | 00.0% | Unchanged |
| Perseverance Asset Management International | 23,592 | $1.73M | 0.41% | −87,068−78.7% | Reduced |
| Quantitative Investment Management, LLC | 23,942 | $1.75M | 0.10% | +23,942 | New |
| O'Shaughnessy Asset Management, LLC | 23,968 | $1.76M | 0.02% | +4,252+21.6% | Added |
| Prudential Financial Inc | 24,070 | $1.76M | 0.00% | −4,989−17.2% | Reduced |
| Quaero Capital S.A. | 24,089 | $1.77M | 1.83% | −6,076−20.1% | Reduced |
| Trexquant Investment LP | 25,778 | $1.89M | 0.04% | −112,347−81.3% | Reduced |
| Seven Eight Capital, LP | 26,273 | $1.93M | 0.22% | +26,273 | New |
| FengHe Fund Management Pte. Ltd. | 27,800 | $2.04M | 0.36% | +27,800 | New |
| Northern Trust Corp | 32,647 | $2.39M | 0.00% | −716−2.1% | Reduced |
| Old Mission Capital LLC | 36,744 | $2.69M | 0.08% | −97,850−72.7% | Reduced |
| Susquehanna International Group, LLP | 38,466 | $2.82M | 0.00% | +32,715+568.9% | Added |
| Envestnet Asset Management Inc | 41,300 | $3.03M | 0.00% | +3,413+9.0% | Added |
| Neuberger Berman Group LLC | 44,762 | $3.16M | 0.00% | −53,273−54.3% | Reduced |
| Boothbay Fund Management, LLC | 44,000 | $3.22M | 0.12% | +44,000 | New |
| Prescott Group Capital Management, L.L.C. | 45,000 | $3.30M | 0.58% | 00.0% | Unchanged |
| Coatue Management LLCSuperinvestorCoatue Management | 46,352 | $3.40M | 0.01% | −241,774−83.9% | Reduced |
| Matthews International Capital Management LLC | 47,043 | $3.45M | 0.48% | +47,043 | New |
| Dorsey Wright & Associates | 50,836 | $3.73M | 1.13% | −3,766−6.9% | Reduced |
| HRT Financial LP | 51,698 | $3.79M | 0.03% | −28,225−35.3% | Reduced |
| Old Well Partners, LLC | 53,800 | $3.94M | 3.67% | −4,200−7.2% | Reduced |
| Carmignac Gestion | 53,803 | $3.94M | 0.07% | +51,874+2,689.2% | Added |
| Tobam | 54,301 | $3.98M | 0.35% | +54,301 | New |
| Two Sigma Investments, LP | 54,815 | $4.02M | 0.01% | −69,215−55.8% | Reduced |
| XY Capital Ltd | 61,346 | $4.50M | 4.58% | −41,557−40.4% | Reduced |
| GTS Securities LLC | 62,315 | $4.57M | 0.10% | +62,315 | New |
| Clearbridge Investments, LLC | 64,933 | $4.76M | 0.00% | −69−0.1% | Reduced |
| Handelsbanken Fonder AB | 65,500 | $4.80M | 0.02% | −13,800−17.4% | Reduced |
| TB Alternative Assets Ltd. | 67,900 | $4.98M | 1.33% | −49,200−42.0% | Reduced |
| ExodusPoint Capital Management, LP | 73,313 | $5.37M | 0.07% | +18,457+33.6% | Added |
| Sequoia China Equity Partners (Hong Kong) Ltd | 75,019 | $5.50M | 1.15% | +75,019 | New |
| Swedbank AB | 76,677 | $5.62M | 0.01% | +2,800+3.8% | Added |
| Invesco Ltd. | 78,469 | $5.75M | 0.00% | −18,347−19.0% | Reduced |
| Massachusetts Financial Services Co | 78,795 | $5.77M | 0.00% | −8,333−9.6% | Reduced |
| Twinbeech Capital LP | 80,223 | $5.88M | 0.09% | +80,223 | New |
| Storebrand Asset Management AS | 84,584 | $6.20M | 0.02% | −53,427−38.7% | Reduced |
| Bank of Montreal | 91,485 | $6.71M | 0.00% | +91,485 | New |
| HSBC Holdings PLC | 96,437 | $7.11M | 0.01% | +3,148+3.4% | Added |
| LMR Partners LLP | 99,746 | $7.31M | 0.18% | +83,085+498.7% | Added |
| Franchise Capital Ltd | 100,531 | $7.37M | 1.84% | +22,294+28.5% | Added |
| Hel Ved Capital Management Ltd | 102,869 | $7.54M | 2.23% | −139,731−57.6% | Reduced |
| Cubist Systematic Strategies, LLC | 103,286 | $7.57M | 0.09% | +103,286 | New |
| Strategic Vision Investment Ltd | 105,900 | $7.76M | 12.75% | −18,956−15.2% | Reduced |
| Royal Bank of Canada | 113,401 | $8.31M | 0.00% | +107,176+1,721.7% | Added |
| Edmond de Rothschild Holding S.A. | 115,581 | $8.47M | 0.15% | −27,838−19.4% | Reduced |
| Capital Fund Management S.A. | 115,936 | $8.50M | 0.11% | +6,331+5.8% | Added |
| Pictet Asset Management Holding SA | 117,284 | $8.59M | 0.01% | +117,284 | New |
| Tiger Pacific Capital LP | 121,400 | $8.90M | 1.89% | +121,400 | New |
| Quadrature Capital Ltd | 124,082 | $9.09M | 0.16% | −29,063−19.0% | Reduced |
| First Trust Advisors LP | 124,663 | $9.14M | 0.01% | −65,487−34.4% | Reduced |
| Legal & General Group Plc | 126,864 | $9.29M | 0.00% | +4,412+3.6% | Added |
| Lazard Asset Management LLC | 126,828 | $9.29M | 0.01% | +47,755+60.4% | Added |
| Seldon Capital LP | 138,943 | $10.2M | 7.80% | 00.0% | Unchanged |
| SEI Investments Co | 142,000 | $10.4M | 0.02% | +142,000 | New |
| Polymer Capital Management (HK) LTD | 155,304 | $11.4M | 3.98% | +155,304 | New |
| Janus Henderson Group PLC | 167,625 | $12.3M | 0.01% | +46,270+38.1% | Added |
| Prelude Capital Management, LLC | 168,713 | $12.4M | 1.07% | +168,713 | New |
| Voloridge Investment Management, LLC | 186,264 | $13.6M | 0.05% | −213,479−53.4% | Reduced |
| Jane Street Group, LLC | 187,473 | $13.7M | 0.02% | +62,335+49.8% | Added |
| Verition Fund Management LLC | 190,662 | $14.0M | 0.14% | −15,869−7.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 204,860 | $15.0M | 0.04% | −6,367−3.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 210,800 | $15.4M | 0.13% | +117,100+125.0% | Added |
| Barclays PLC | 211,187 | $15.5M | 0.01% | +74,815+54.9% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 211,816 | $15.5M | 2.94% | +211,816 | New |
| Russell Investments Group, Ltd. | 216,881 | $15.9M | 0.03% | +212,786+5,196.2% | Added |
| Nomura Holdings Inc | 225,539 | $16.5M | 0.15% | +78,993+53.9% | Added |
| Barings LLC | 246,181 | $18.0M | 0.57% | +246,181 | New |
| Qube Research & Technologies Ltd | 267,316 | $19.6M | 0.04% | +36,423+15.8% | Added |
| Carrhae Capital LLP | 284,426 | $20.8M | 4.12% | +84,928+42.6% | Added |
| Harvest Fund Management Co., Ltd | 285,452 | $20.9M | 3.25% | −93,852−24.7% | Reduced |
| Two Sigma Advisers, LP | 289,649 | $21.2M | 0.05% | −524,720−64.4% | Reduced |
| JPMorgan Chase & Co | 297,909 | $21.8M | 0.00% | +208,048+231.5% | Added |
| Aubrey Capital Management Ltd | 304,056 | $22.3M | 9.49% | +4,200+1.4% | Added |
| Axiom Investors LLC | 358,725 | $26.3M | 0.26% | +358,725 | New |
| Citadel Advisors LLC | 359,328 | $26.3M | 0.03% | +32,572+10.0% | Added |
| Wellington Management Group LLP | 376,363 | $27.6M | 0.01% | +376,363 | New |
| Blue Creek Capital Management Ltd | 377,382 | $27.7M | 19.88% | −9,864−2.5% | Reduced |
| Panview Asian Equity Master Fund | 392,972 | $28.8M | 19.19% | +25,000+6.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 400,674 | $29.4M | 0.14% | +6,309+1.6% | Added |
| Ninety One North America, Inc. | 403,200 | $29.5M | 1.44% | −129,205−24.3% | Reduced |