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Livermore
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, 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
Liontrust Investment Partners LLP2,000$146.6K0.00%+2,000New
Atlas Capital Advisors LLC1,745$127.9K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)1,647$120.7K0.00%−2,444−59.7%Reduced
Ronald Blue Trust, Inc.1,146$68.0K0.00%−1,065−48.2%Reduced
Sunbelt Securities, Inc.807$59.1K0.01%−48−5.6%Reduced
Lindbrook Capital, LLC683$50.0K0.00%00.0%Unchanged
Assetmark, Inc610$44.7K0.00%+575+1,642.9%Added
Advisory Services Network, LLC482$35.3K0.00%+482New
CWM, LLC432$32.0K0.00%−47−9.8%Reduced
TD Private Client Wealth LLC338$24.8K0.00%+338New
Glassman Wealth Services229$16.8K0.00%−3−1.3%Reduced
Hartford Financial Management Inc.217$15.9K0.00%00.0%Unchanged
TSFG, LLC200$15.0K0.00%00.0%Unchanged
Hantz Financial Services, Inc.187$14.0K0.00%00.0%Unchanged
Rakuten Securities, Inc.115$8.43K0.01%+115New
Proequities, Inc.112$8.21K0.00%+112New
Principal Securities, Inc.77$5.64K0.00%+77New
Farther Finance Advisors, LLC69$5.06K0.00%+6+9.5%Added
Capital Advisors, Ltd. LLC62$5.00K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co60$4.40K0.00%−170−73.9%Reduced
Byrne Asset Management LLC55$3.94K0.00%00.0%Unchanged
Bell Investment Advisors, Inc50$3.66K0.00%−4−7.4%Reduced
JJJ Advisors Inc.49$3.59K0.00%00.0%Unchanged
ORG Partners LLC48$3.52K0.00%−31−39.2%Reduced
Allworth Financial LP47$3.44K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC27$1.98K0.00%00.0%Unchanged
Brown Brothers Harriman & Co17$1.25K0.00%+17New
Global Retirement Partners, LLC15$1.14K0.00%+15New
First Horizon Advisors, Inc.15$1.10K0.00%+15New
Huntington National Bank14$9540.00%+13+1,300.0%Added
GAMMA Investing LLC12$9200.00%+12New
Arlington Trust Co LLC12$8790.00%+12New
Hexagon Capital Partners LLC11$8070.00%00.0%Unchanged
Raffa Wealth Management, LLC4$2930.00%00.0%Unchanged
AdvisorNet Financial, Inc4$2930.00%+4New
Tennessee Valley Asset Management Partners4$2930.00%+4New
Abound Wealth Management3$2200.00%−3−50.0%Reduced
Discerene Group LP0$00.00%−1,320,766−100.0%Sold out
Baupost Group LLCSuperinvestorBaupost Group0$00.00%−1,023,272−100.0%Sold out
SG Americas Securities, LLC0$00.00%−126,018−100.0%Sold out
Kadensa Capital Ltd0$00.00%−101,764−100.0%Sold out
Capricorn Fund Managers Ltd0$00.00%−90,476−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−31,985−100.0%Sold out
HAP Trading, LLC0$00.00%−21,430−100.0%Sold out
Virtu Financial LLC0$00.00%−10,221−100.0%Sold out
Brilliance Asset Management Ltd0$00.00%−8,127−100.0%Sold out
Woodward Diversified Capital, LLC0$00.00%−4,470−100.0%Sold out
XTX Topco Ltd0$00.00%−4,314−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−4,202−100.0%Sold out
China Universal Asset Management Co., Ltd.0$00.00%−1,325−100.0%Sold out
IFP Advisors, Inc0$00.00%−180−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−30−100.0%Sold out
Earnest Partners LLC0$00.00%−18−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−14−100.0%Sold out
Sylebra Capital Ltd––––Not filed
QP Wealth Management, LLC––––Not filed