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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.

Institutional holdersQ4 2023: 237 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 heldQ4 2023: $4.47B
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, Q4 2023

Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q3 2023.

Institutions holding EDU in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Coatue Management LLCSuperinvestorCoatue Management46,352$3.40M0.01%−241,774−83.9%Reduced
Prescott Group Capital Management, L.L.C.45,000$3.30M0.58%00.0%Unchanged
Boothbay Fund Management, LLC44,000$3.22M0.12%+44,000New
Neuberger Berman Group LLC44,762$3.16M0.00%−53,273−54.3%Reduced
Envestnet Asset Management Inc41,300$3.03M0.00%+3,413+9.0%Added
Susquehanna International Group, LLP38,466$2.82M0.00%+32,715+568.9%Added
Old Mission Capital LLC36,744$2.69M0.08%−97,850−72.7%Reduced
Northern Trust Corp32,647$2.39M0.00%−716−2.1%Reduced
FengHe Fund Management Pte. Ltd.27,800$2.04M0.36%+27,800New
Seven Eight Capital, LP26,273$1.93M0.22%+26,273New
Trexquant Investment LP25,778$1.89M0.04%−112,347−81.3%Reduced
Quaero Capital S.A.24,089$1.77M1.83%−6,076−20.1%Reduced
Prudential Financial Inc24,070$1.76M0.00%−4,989−17.2%Reduced
O'Shaughnessy Asset Management, LLC23,968$1.76M0.02%+4,252+21.6%Added
Quantitative Investment Management, LLC23,942$1.75M0.10%+23,942New
Perseverance Asset Management International23,592$1.73M0.41%−87,068−78.7%Reduced
American Century Companies Inc21,909$1.61M0.00%00.0%Unchanged
Profund Advisors LLC20,870$1.53M0.07%+3,329+19.0%Added
Deutsche Bank AG20,841$1.53M0.00%−1,731−7.7%Reduced
Centiva Capital, LP19,120$1.40M0.09%+19,120New
Headlands Technologies LLC18,696$1.37M0.41%+11,258+151.4%Added
Mirae Asset Global Investments Co., Ltd.18,670$1.37M0.00%−9,804−34.4%Reduced
Oversea-Chinese Banking CORP Ltd17,909$1.31M0.05%−1,557−8.0%Reduced
Ritholtz Wealth Management15,221$1.12M0.04%+1,729+12.8%Added
E Fund Management Co., Ltd.15,201$1.11M0.07%+15,201New
Aperture Investors, LLC15,197$1.11M0.20%−26,438−63.5%Reduced
Engineers Gate Manager LP15,095$1.11M0.03%−5,076−25.2%Reduced
Wetherby Asset Management Inc13,996$1.03M0.05%−127−0.9%Reduced
Ameriprise Financial Inc13,378$980.3K0.00%−391−2.8%Reduced
Janney Montgomery Scott LLC13,347$978.0K0.00%−209−1.5%Reduced
Farallon Capital Management, L.L.C.13,000$952.6K0.01%00.0%Unchanged
AdvisorShares Investments LLC12,734$933.1K0.22%+12,734New
Stifel Financial Corp12,575$921.5K0.00%−1,018−7.5%Reduced
DFPG Investments, LLC11,674$852.4K0.07%+793+7.3%Added
US Bancorp11,379$833.9K0.00%+2,126+23.0%Added
New York State Common Retirement Fund11,259$825.1K0.00%+11,259New
HighTower Advisors, LLC11,168$809.0K0.00%+11,168New
Wells Fargo & Company10,913$799.7K0.00%+2,887+36.0%Added
CWM Advisors, LLC10,578$775.2K0.09%+10,578New
Rock Creek Group, LP13,636$757.3K0.11%−1,667−10.9%Reduced
O'Neil Global Advisors, Inc.10,220$749.0K0.44%−5,106−33.3%Reduced
Dymon Asia Capital (Singapore) Pte. Ltd.10,000$732.8K1.68%+10,000New
TownSquare Capital, LLC9,675$709.0K0.01%−945−8.9%Reduced
State Street Corp9,540$699.1K0.00%00.0%Unchanged
Walleye Capital LLC9,291$680.8K0.01%+9,291New
Rhumbline Advisers8,848$648.4K0.00%−200−2.2%Reduced
Y-Intercept (Hong Kong) Ltd8,436$618.2K0.06%+8,436New
Fred Alger Management, LLC8,400$615.6K0.00%−4,800−36.4%Reduced
Crossmark Global Holdings, Inc.8,141$597.0K0.01%−457−5.3%Reduced
TD Waterhouse Canada Inc.7,626$588.3K0.01%−206−2.6%Reduced
Caxton Associates LP7,858$575.8K0.03%+3,404+76.4%Added
Advisor Group Holdings, Inc.7,855$575.3K0.00%+4,131+110.9%Added
Cutler Group LP7,732$566.0K0.08%+4,864+169.6%Added
E Fund Management (Hong Kong) Co., Ltd.7,437$545.0K0.29%+7,437New
Credit Suisse AG7,314$536.0K0.00%−42,097−85.2%Reduced
Simplex Trading, LLC7,282$533.0K0.02%+7,282New
Calamos Wealth Management LLC7,171$525.5K0.03%+7,171New
HighVista Strategies LLC7,100$520.3K0.19%+700+10.9%Added
West Family Investments, Inc.6,957$509.8K0.17%00.0%Unchanged
Squarepoint Ops LLC6,788$497.4K0.00%−940−12.2%Reduced
Wolverine Trading, LLC6,771$496.2K0.00%+6,771New
Nine Masts Capital Ltd7,000$495.2K0.37%+7,000New
Zurcher Kantonalbank (Zurich Cantonalbank)6,666$488.5K0.00%+6,666New
Vident Advisory, LLC6,531$478.6K0.01%+1,469+29.0%Added
CenterBook Partners LP6,429$471.1K0.06%+6,429New
Marex Group plc6,418$470.3K0.02%+6,418New
B. Metzler seel. Sohn & Co. AG6,314$462.7K0.01%00.0%Unchanged
Citigroup Inc5,904$432.6K0.00%+1,017+20.8%Added
Bayesian Capital Management, LP5,622$412.0K0.04%+5,622New
Cetera Advisor Networks LLC5,455$399.7K0.00%−119−2.1%Reduced
DekaBank Deutsche Girozentrale5,650$393.0K0.00%−14,850−72.4%Reduced
Gsa Capital Partners LLP5,261$386.0K0.03%−22,752−81.2%Reduced
AXA S.A.4,593$336.6K0.00%+2,594+129.8%Added
Wrapmanager Inc4,556$333.9K0.10%−97−2.1%Reduced
Capital Markets Trading UK LLP4,537$332.0K0.25%+4,537New
Abn Amro Investment Solutions4,500$329.8K0.01%+4,500New
GWM Advisors LLC4,504$325.1K0.00%−2,875−39.0%Reduced
Jaffetilchin Investment Partners, LLC4,340$318.0K0.03%+52+1.2%Added
Beverly Hills Private Wealth, LLC4,042$296.2K0.08%−160−3.8%Reduced
JustInvest LLC3,887$284.8K0.01%−2,507−39.2%Reduced
QRG Capital Management, Inc.3,696$270.8K0.00%+3,696New
Quadrant Capital Group LLC3,690$270.4K0.02%+88+2.4%Added
Claro Advisors LLC3,606$264.2K0.06%+78+2.2%Added
Itau Unibanco Holding S.A.3,580$262.3K0.01%−5,920−62.3%Reduced
The PNC Financial Services Group, Inc.3,406$249.6K0.00%−284−7.7%Reduced
Personal Cfo Solutions, LLC3,284$240.7K0.04%−135−3.9%Reduced
Panagora Asset Management Inc3,275$240.0K0.00%+3,275New
Jump Financial, LLC3,201$234.6K0.01%+3,201New
Quantinno Capital Management LP3,167$232.0K0.01%+3,167New
Afg Fiduciary Services Limited Partnership3,000$226.6K0.18%−500−14.3%Reduced
Natixis3,000$219.8K0.00%00.0%Unchanged
Creative Planning2,977$218.2K0.00%+2,977New
Cresset Asset Management, LLC2,975$218.0K0.00%+2,975New
CI Private Wealth, LLC2,884$211.3K0.00%+2,884New
Atomi Financial Group, Inc.2,872$210.5K0.03%+2,872New
Signaturefd, LLC2,714$198.9K0.00%−109−3.9%Reduced
Parallel Advisors, LLC2,538$186.0K0.01%−14−0.5%Reduced
Leonteq Securities AG2,322$170.2K0.02%−831−26.4%Reduced
Walleye Trading LLC2,240$164.1K0.00%+2,240New
Banque Cantonale Vaudoise2,066$151.0K0.01%−209−9.2%Reduced