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 |
|---|---|---|---|---|---|
| Prescott Group Capital Management, L.L.C. | 10,000 | $868.0K | 0.14% | −35,000−77.8% | Reduced |
| Tower Research Capital LLC (TRC) | 10,156 | $881.7K | 0.02% | +8,509+516.6% | Added |
| Wolverine Trading, LLC | 10,251 | $890.0K | 0.01% | +3,480+51.4% | Added |
| Headlands Technologies LLC | 10,359 | $899.4K | 0.22% | −8,337−44.6% | Reduced |
| Janney Montgomery Scott LLC | 10,669 | $926.0K | 0.00% | −2,678−20.1% | Reduced |
| Lighthouse Investment Partners, LLC | 10,779 | $935.8K | 0.05% | +10,779 | New |
| SG Americas Securities, LLC | 10,960 | $952.0K | 0.00% | +10,960 | New |
| Gsa Capital Partners LLP | 11,142 | $967.0K | 0.08% | +5,881+111.8% | Added |
| Atria Investments LLC | 11,586 | $1.01M | 0.01% | +11,586 | New |
| Stifel Financial Corp | 11,681 | $1.01M | 0.00% | −894−7.1% | Reduced |
| Veritas Asset Management LLP | 11,810 | $1.03M | 0.01% | +11,810 | New |
| AdvisorShares Investments LLC | 12,109 | $1.05M | 0.18% | −625−4.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,913 | $1.07M | 0.00% | −1,757−9.4% | Reduced |
| Nine Masts Capital Ltd | 12,375 | $1.08M | 0.28% | +5,375+76.8% | Added |
| DekaBank Deutsche Girozentrale | 13,000 | $1.11M | 0.00% | +7,350+130.1% | Added |
| Diversify Advisory Services, LLC | 12,757 | $1.12M | 0.07% | +12,757 | New |
| Rock Creek Group, LP | 13,720 | $1.19M | 0.15% | +84+0.6% | Added |
| Wetherby Asset Management Inc | 13,996 | $1.22M | 0.06% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,051 | $1.22M | 0.09% | +14,051 | New |
| CenterBook Partners LP | 14,494 | $1.26M | 0.09% | +8,065+125.4% | Added |
| Artal Group S.A. | 15,000 | $1.30M | 0.03% | +15,000 | New |
| E Fund Management Co., Ltd. | 15,528 | $1.35M | 0.08% | +327+2.2% | Added |
| Concentric Capital Strategies, LP | 15,679 | $1.36M | 0.09% | +15,679 | New |
| Ritholtz Wealth Management | 16,952 | $1.47M | 0.05% | +1,731+11.4% | Added |
| Profund Advisors LLC | 17,062 | $1.48M | 0.06% | −3,808−18.2% | Reduced |
| Aperture Investors, LLC | 17,195 | $1.49M | 0.19% | +1,998+13.1% | Added |
| Wexford Capital LP | 17,564 | $1.52M | 0.31% | +17,564 | New |
| Wells Fargo & Company | 18,882 | $1.64M | 0.00% | +7,969+73.0% | Added |
| Perseverance Asset Management International | 19,602 | $1.70M | 0.31% | −3,990−16.9% | Reduced |
| O'Neil Global Advisors, Inc. | 20,503 | $1.78M | 2.20% | +10,283+100.6% | Added |
| Prudential Financial Inc | 21,724 | $1.89M | 0.00% | −2,346−9.7% | Reduced |
| Optimas Capital Ltd | 22,600 | $1.96M | 1.72% | +22,600 | New |
| Ameriprise Financial Inc | 25,730 | $2.23M | 0.00% | +12,352+92.3% | Added |
| China Universal Asset Management Co., Ltd. | 27,235 | $2.36M | 0.30% | +27,235 | New |
| O'Shaughnessy Asset Management, LLC | 27,912 | $2.42M | 0.03% | +3,944+16.5% | Added |
| RWC Asset Management LLP | 28,399 | $2.47M | 0.15% | +28,399 | New |
| Engineers Gate Manager LP | 28,593 | $2.48M | 0.07% | +13,498+89.4% | Added |
| Envestnet Asset Management Inc | 30,076 | $2.61M | 0.00% | −11,224−27.2% | Reduced |
| Squarepoint Ops LLC | 31,988 | $2.78M | 0.01% | +25,200+371.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 32,303 | $2.80M | 0.09% | +14,394+80.4% | Added |
| Northern Trust Corp | 32,783 | $2.85M | 0.00% | +136+0.4% | Added |
| Allianz Asset Management GmbH | 32,975 | $2.86M | 0.00% | +32,975 | New |
| Trexquant Investment LP | 33,123 | $2.88M | 0.06% | +7,345+28.5% | Added |
| Carmignac Gestion | 36,696 | $3.19M | 0.05% | −17,107−31.8% | Reduced |
| LMR Partners LLP | 37,994 | $3.30M | 0.08% | −61,752−61.9% | Reduced |
| Old Well Partners, LLC | 39,600 | $3.44M | 3.06% | −14,200−26.4% | Reduced |
| Neuberger Berman Group LLC | 40,176 | $3.46M | 0.00% | −4,586−10.2% | Reduced |
| Susquehanna International Group, LLP | 43,631 | $3.79M | 0.01% | +5,165+13.4% | Added |
| Quantbot Technologies LP | 44,065 | $3.83M | 0.22% | +44,065 | New |
| Woodline Partners LP | 44,574 | $3.87M | 0.04% | +44,574 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 47,170 | $4.10M | 4.60% | +37,170+371.7% | Added |
| Dorsey Wright & Associates | 48,731 | $4.23M | 1.10% | −2,105−4.1% | Reduced |
| Seven Eight Capital, LP | 53,906 | $4.68M | 0.49% | +27,633+105.2% | Added |
| Cubist Systematic Strategies, LLC | 55,647 | $4.83M | 0.06% | −47,639−46.1% | Reduced |
| Franklin Resources Inc | 57,356 | $4.98M | 0.00% | +57,356 | New |
| Pictet Asset Management Holding SA | 58,539 | $5.08M | 0.01% | −58,745−50.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 60,266 | $5.23M | 0.04% | −150,534−71.4% | Reduced |
| Invesco Ltd. | 66,205 | $5.75M | 0.00% | −12,264−15.6% | Reduced |
| XY Capital Ltd | 66,233 | $5.75M | 4.86% | +4,887+8.0% | Added |
| Bank of Montreal | 67,025 | $5.94M | 0.00% | −24,460−26.7% | Reduced |
| Polymer Capital Management (HK) LTD | 69,606 | $6.04M | 1.52% | −85,698−55.2% | Reduced |
| Nomura Holdings Inc | 70,468 | $6.12M | 0.05% | −155,071−68.8% | Reduced |
| Swedbank AB | 71,077 | $6.17M | 0.01% | −5,600−7.3% | Reduced |
| Clearbridge Investments, LLC | 71,747 | $6.23M | 0.00% | +6,814+10.5% | Added |
| Twinbeech Capital LP | 74,523 | $6.47M | 0.13% | −5,700−7.1% | Reduced |
| Handelsbanken Fonder AB | 76,900 | $6.68M | 0.03% | +11,400+17.4% | Added |
| Massachusetts Financial Services Co | 78,777 | $6.84M | 0.00% | −180.0% | Reduced |
| Storebrand Asset Management AS | 79,548 | $6.91M | 0.02% | −5,036−6.0% | Reduced |
| Ci Investments Inc. | 79,912 | $6.94M | 0.03% | +79,912 | New |
| Kadensa Capital Ltd | 81,064 | $7.04M | 1.91% | +81,064 | New |
| Edmond de Rothschild Holding S.A. | 87,924 | $7.63M | 0.13% | −27,657−23.9% | Reduced |
| Danske Bank A/S | 90,706 | $7.88M | 0.02% | +90,706 | New |
| Candriam Luxembourg S.C.A. | 11,700 | $7.99M | 0.05% | +11,700 | New |
| Matthews International Capital Management LLC | 94,905 | $8.24M | 1.62% | +47,862+101.7% | Added |
| JPMorgan Chase & Co | 99,454 | $8.63M | 0.00% | −198,455−66.6% | Reduced |
| Quadrature Capital Ltd | 99,851 | $8.67M | 0.15% | −24,231−19.5% | Reduced |
| Sequoia China Equity Partners (Hong Kong) Ltd | 100,000 | $8.68M | 1.63% | +24,981+33.3% | Added |
| Capital Fund Management S.A. | 100,347 | $8.71M | 0.11% | −15,589−13.4% | Reduced |
| Lazard Asset Management LLC | 111,665 | $9.69M | 0.01% | −15,163−12.0% | Reduced |
| RWC Asset Advisors (US) LLC | 111,954 | $9.72M | 0.76% | +111,954 | New |
| First Trust Advisors LP | 118,936 | $10.3M | 0.01% | −5,727−4.6% | Reduced |
| Deutsche Bank AG | 122,013 | $10.6M | 0.00% | +101,172+485.4% | Added |
| Two Sigma Advisers, LP | 122,350 | $10.6M | 0.02% | −167,299−57.8% | Reduced |
| Strategic Vision Investment Ltd | 124,100 | $10.8M | 7.78% | +18,200+17.2% | Added |
| Canada Pension Plan Investment Board | 128,600 | $11.2M | 0.01% | +128,600 | New |
| Legal & General Group Plc | 132,946 | $11.5M | 0.00% | +6,082+4.8% | Added |
| Seldon Capital LP | 138,943 | $12.1M | 7.30% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 142,879 | $12.4M | 2.61% | −68,937−32.5% | Reduced |
| Royal Bank of Canada | 153,434 | $13.3M | 0.00% | +40,033+35.3% | Added |
| Janus Henderson Group PLC | 165,873 | $14.4M | 0.01% | −1,752−1.0% | Reduced |
| Thornburg Investment Management Inc | 177,658 | $15.4M | 0.22% | +177,658 | New |
| SEI Investments Co | 178,680 | $15.5M | 0.02% | +36,680+25.8% | Added |
| GTS Securities LLC | 182,615 | $15.9M | 0.43% | +120,300+193.1% | Added |
| Hel Ved Capital Management Ltd | 183,269 | $15.9M | 3.95% | +80,400+78.2% | Added |
| Tiger Pacific Capital LP | 190,689 | $16.6M | 3.84% | +69,289+57.1% | Added |
| Robeco Institutional Asset Management B.V. | 205,860 | $17.9M | 0.04% | +1,000+0.5% | Added |
| Carrhae Capital LLP | 213,442 | $18.5M | 3.63% | −70,984−25.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 215,668 | $18.7M | 0.08% | −185,006−46.2% | Reduced |
| Blue Creek Capital Management Ltd | 219,282 | $19.0M | 14.07% | −158,100−41.9% | Reduced |
| Wellington Management Group LLP | 220,392 | $19.1M | 0.00% | −155,971−41.4% | Reduced |