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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 3,130 | $271.7K | 0.01% | −450−12.6% | Reduced |
| Abn Amro Investment Solutions | 3,100 | $269.1K | 0.00% | −1,400−31.1% | Reduced |
| Simplex Trading, LLC | 3,047 | $264.0K | 0.01% | −4,235−58.2% | Reduced |
| Creative Planning | 2,981 | $258.8K | 0.00% | +4+0.1% | Added |
| CI Private Wealth, LLC | 2,894 | $251.3K | 0.00% | +10+0.3% | Added |
| Atomi Financial Group, Inc. | 2,837 | $246.3K | 0.02% | −35−1.2% | Reduced |
| Congress Wealth Management LLC | 2,773 | $240.8K | 0.00% | +2,773 | New |
| Parallel Advisors, LLC | 2,680 | $232.7K | 0.01% | +142+5.6% | Added |
| Bridgefront Capital, LLC | 2,660 | $230.9K | 0.18% | +2,660 | New |
| Yousif Capital Management, LLC | 2,655 | $230.5K | 0.00% | +2,655 | New |
| Signaturefd, LLC | 2,610 | $226.6K | 0.00% | −104−3.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 2,604 | $226.0K | 0.15% | −4,833−65.0% | Reduced |
| Wedbush Securities Inc | 2,513 | $218.0K | 0.01% | +2,513 | New |
| Walleye Trading LLC | 2,433 | $211.2K | 0.00% | +193+8.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,371 | $205.8K | 0.00% | +2,371 | New |
| Truist Financial Corp | 2,367 | $205.5K | 0.00% | +2,367 | New |
| Tobam | 2,157 | $187.0K | 0.02% | −52,144−96.0% | Reduced |
| Atlas Capital Advisors LLC | 1,745 | $151.5K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,705 | $148.0K | 0.01% | −361−17.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,537 | $133.4K | 0.01% | +1,537 | New |
| Leonteq Securities AG | 1,053 | $91.4K | 0.01% | −1,269−54.7% | Reduced |
| Barclays PLC | 922 | $80.0K | 0.00% | −210,265−99.6% | Reduced |
| Cutler Group LP | 722 | $62.0K | 0.03% | −7,010−90.7% | Reduced |
| Lindbrook Capital, LLC | 683 | $59.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 509 | $44.0K | 0.00% | +77+17.8% | Added |
| STRS Ohio | 403 | $35.0K | 0.00% | +403 | New |
| Sunbelt Securities, Inc. | 242 | $21.0K | 0.00% | −565−70.0% | Reduced |
| Hartford Financial Management Inc. | 217 | $18.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 187 | $16.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 124 | $10.8K | 0.01% | +124 | New |
| Proequities, Inc. | 112 | $9.72K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 107 | $9.29K | 0.01% | +52+94.5% | Added |
| Gordian Capital Singapore Pte Ltd | 100 | $8.68K | 0.01% | +100 | New |
| FNY Investment Advisers, LLC | 100 | $8.00K | 0.01% | +100 | New |
| Ronald Blue Trust, Inc. | 91 | $7.90K | 0.00% | −1,055−92.1% | Reduced |
| ORG Partners LLC | 83 | $7.26K | 0.01% | +35+72.9% | Added |
| Farther Finance Advisors, LLC | 65 | $5.69K | 0.00% | −4−5.8% | Reduced |
| Capital Advisors, Ltd. LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 50 | $4.38K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 50 | $4.34K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 49 | $4.25K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 47 | $4.08K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 35 | $3.04K | 0.00% | −575−94.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 34 | $2.95K | 0.00% | −26−43.3% | Reduced |
| EverSource Wealth Advisors, LLC | 34 | $2.62K | 0.00% | +7+25.9% | Added |
| 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 |
| Principal Securities, Inc. | 11 | $955 | 0.00% | −66−85.7% | Reduced |
| Hexagon Capital Partners LLC | 11 | $955 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $868 | 0.00% | −105−91.3% | Reduced |
| Raffa Wealth Management, LLC | 4 | $347 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $261 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $187 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $1 | 0.00% | −13−92.9% | Reduced |
| Ariose Capital Management Ltd | 0 | $0 | 0.00% | −418,000−100.0% | Sold out |
| Franchise Capital Ltd | 0 | $0 | 0.00% | −100,531−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −73,313−100.0% | Sold out |
| TB Alternative Assets Ltd. | 0 | $0 | 0.00% | −67,900−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −54,815−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −46,352−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −36,744−100.0% | Sold out |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −27,800−100.0% | Sold out |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −24,089−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −23,942−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −10,578−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,436−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −7,858−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −7,171−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −6,418−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,622−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −5,455−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| Afg Fiduciary Services Limited Partnership | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| DFPG Investments, LLC | – | – | – | – | Not filed |