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, Q1 2024
Institutional positions in New Oriental Education & Technology Group Inc. as of Mar 31, 2024. 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
- 256
- +20 vs. Q4 2023
- Shares held
- 63.6M
- +2.72M (+4.5%) vs. Q4 2023
- Total value
- $5.54B
- +$1.07B (+23.9%) vs. Q4 2023
- New holders
- 49
- 81 more added
- Sold out
- 29
- 107 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $1 | 0.00% | −13−92.9% | Reduced |
| Sofos Investments, Inc. | 2 | $187 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $261 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $347 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $868 | 0.00% | −105−91.3% | Reduced |
| Principal Securities, Inc. | 11 | $955 | 0.00% | −66−85.7% | Reduced |
| Hexagon Capital Partners LLC | 11 | $955 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $1.04K | 0.00% | +8+200.0% | Added |
| LRI Investments, LLC | 12 | $1.04K | 0.00% | +12 | New |
| EverSource Wealth Advisors, LLC | 34 | $2.62K | 0.00% | +7+25.9% | Added |
| Northwestern Mutual Wealth Management Co | 34 | $2.95K | 0.00% | −26−43.3% | Reduced |
| Assetmark, Inc | 35 | $3.04K | 0.00% | −575−94.3% | Reduced |
| Allworth Financial LP | 47 | $4.08K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 49 | $4.25K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $4.34K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 50 | $4.38K | 0.00% | +50 | New |
| Capital Advisors, Ltd. LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 65 | $5.69K | 0.00% | −4−5.8% | Reduced |
| ORG Partners LLC | 83 | $7.26K | 0.01% | +35+72.9% | Added |
| Ronald Blue Trust, Inc. | 91 | $7.90K | 0.00% | −1,055−92.1% | Reduced |
| FNY Investment Advisers, LLC | 100 | $8.00K | 0.01% | +100 | New |
| Gordian Capital Singapore Pte Ltd | 100 | $8.68K | 0.01% | +100 | New |
| Byrne Asset Management LLC | 107 | $9.29K | 0.01% | +52+94.5% | Added |
| Proequities, Inc. | 112 | $9.72K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 124 | $10.8K | 0.01% | +124 | New |
| Hantz Financial Services, Inc. | 187 | $16.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 217 | $18.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 242 | $21.0K | 0.00% | −565−70.0% | Reduced |
| STRS Ohio | 403 | $35.0K | 0.00% | +403 | New |
| CWM, LLC | 509 | $44.0K | 0.00% | +77+17.8% | Added |
| Lindbrook Capital, LLC | 683 | $59.3K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 722 | $62.0K | 0.03% | −7,010−90.7% | Reduced |
| Barclays PLC | 922 | $80.0K | 0.00% | −210,265−99.6% | Reduced |
| Leonteq Securities AG | 1,053 | $91.4K | 0.01% | −1,269−54.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,537 | $133.4K | 0.01% | +1,537 | New |
| Banque Cantonale Vaudoise | 1,705 | $148.0K | 0.01% | −361−17.5% | Reduced |
| Atlas Capital Advisors LLC | 1,745 | $151.5K | 0.02% | 00.0% | Unchanged |
| Tobam | 2,157 | $187.0K | 0.02% | −52,144−96.0% | Reduced |
| Truist Financial Corp | 2,367 | $205.5K | 0.00% | +2,367 | New |
| Raymond James Financial Services Advisors, Inc. | 2,371 | $205.8K | 0.00% | +2,371 | New |
| Walleye Trading LLC | 2,433 | $211.2K | 0.00% | +193+8.6% | Added |
| Wedbush Securities Inc | 2,513 | $218.0K | 0.01% | +2,513 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2,604 | $226.0K | 0.15% | −4,833−65.0% | Reduced |
| Signaturefd, LLC | 2,610 | $226.6K | 0.00% | −104−3.8% | Reduced |
| Yousif Capital Management, LLC | 2,655 | $230.5K | 0.00% | +2,655 | New |
| Bridgefront Capital, LLC | 2,660 | $230.9K | 0.18% | +2,660 | New |
| Parallel Advisors, LLC | 2,680 | $232.7K | 0.01% | +142+5.6% | Added |
| Congress Wealth Management LLC | 2,773 | $240.8K | 0.00% | +2,773 | New |
| Atomi Financial Group, Inc. | 2,837 | $246.3K | 0.02% | −35−1.2% | Reduced |
| CI Private Wealth, LLC | 2,894 | $251.3K | 0.00% | +10+0.3% | Added |
| Creative Planning | 2,981 | $258.8K | 0.00% | +4+0.1% | Added |
| Simplex Trading, LLC | 3,047 | $264.0K | 0.01% | −4,235−58.2% | Reduced |
| Abn Amro Investment Solutions | 3,100 | $269.1K | 0.00% | −1,400−31.1% | Reduced |
| Itau Unibanco Holding S.A. | 3,130 | $271.7K | 0.01% | −450−12.6% | Reduced |
| Cresset Asset Management, LLC | 3,137 | $272.4K | 0.00% | +162+5.4% | Added |
| Two Sigma Securities, LLC | 3,168 | $275.0K | 0.01% | +3,168 | New |
| Panagora Asset Management Inc | 3,275 | $284.3K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,281 | $284.9K | 0.04% | −3−0.1% | Reduced |
| Liontrust Investment Partners LLP | 3,300 | $286.5K | 0.00% | +1,300+65.0% | Added |
| D. E. Shaw & Co., Inc. | 3,300 | $286.5K | 0.00% | +3,300 | New |
| QRG Capital Management, Inc. | 3,412 | $296.2K | 0.00% | −284−7.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,420 | $296.9K | 0.00% | +14+0.4% | Added |
| Quadrant Capital Group LLC | 3,707 | $321.8K | 0.03% | +17+0.5% | Added |
| Quantinno Capital Management LP | 3,759 | $326.0K | 0.01% | +592+18.7% | Added |
| Claro Advisors LLC | 3,797 | $329.7K | 0.06% | +191+5.3% | Added |
| Capital Markets Trading UK LLP | 3,899 | $339.0K | 0.25% | −638−14.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,965 | $344.2K | 0.08% | −77−1.9% | Reduced |
| Axq Capital, LP | 4,100 | $356.0K | 0.09% | +4,100 | New |
| Aigen Investment Management, LP | 4,173 | $362.3K | 0.08% | +4,173 | New |
| Prelude Capital Management, LLC | 4,285 | $372.0K | 0.03% | −164,428−97.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 4,328 | $375.7K | 0.03% | −12−0.3% | Reduced |
| JustInvest LLC | 4,370 | $379.4K | 0.01% | +483+12.4% | Added |
| AXA S.A. | 4,412 | $383.1K | 0.00% | −181−3.9% | Reduced |
| Wrapmanager Inc | 4,490 | $389.8K | 0.11% | −66−1.4% | Reduced |
| HighVista Strategies LLC | 4,700 | $408.1K | 0.15% | −2,400−33.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,884 | $424.0K | 0.00% | −1,782−26.7% | Reduced |
| Credit Suisse AG | 4,895 | $425.0K | 0.00% | −2,419−33.1% | Reduced |
| Natixis | 5,484 | $476.1K | 0.00% | +2,484+82.8% | Added |
| Ovata Capital Management Ltd | 5,500 | $479.0K | 0.25% | +5,500 | New |
| Vident Advisory, LLC | 5,745 | $498.8K | 0.01% | −786−12.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,314 | $548.2K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 6,383 | $554.2K | 0.00% | +6,383 | New |
| HRT Financial LP | 6,457 | $560.0K | 0.00% | −45,241−87.5% | Reduced |
| GWM Advisors LLC | 6,729 | $584.2K | 0.01% | +2,225+49.4% | Added |
| West Family Investments, Inc. | 6,957 | $604.0K | 0.19% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,004 | $608.1K | 0.00% | +7,004 | New |
| LPL Financial LLC | 7,116 | $617.8K | 0.00% | +7,116 | New |
| New York State Common Retirement Fund | 7,315 | $635.1K | 0.00% | −3,944−35.0% | Reduced |
| US Bancorp | 7,352 | $638.3K | 0.00% | −4,027−35.4% | Reduced |
| Centiva Capital, LP | 7,579 | $658.0K | 0.04% | −11,541−60.4% | Reduced |
| TD Waterhouse Canada Inc. | 7,993 | $689.6K | 0.01% | +367+4.8% | Added |
| Crossmark Global Holdings, Inc. | 7,994 | $694.0K | 0.01% | −147−1.8% | Reduced |
| Walleye Capital LLC | 8,126 | $705.5K | 0.01% | −1,165−12.5% | Reduced |
| Rhumbline Advisers | 8,750 | $759.7K | 0.00% | −98−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 8,811 | $764.8K | 0.00% | +956+12.2% | Added |
| State Street Corp | 9,050 | $785.7K | 0.00% | −490−5.1% | Reduced |
| TownSquare Capital, LLC | 9,749 | $846.4K | 0.01% | +74+0.8% | Added |
| HighTower Advisors, LLC | 9,827 | $860.0K | 0.00% | −1,341−12.0% | Reduced |