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, Q2 2024
Institutional positions in New Oriental Education & Technology Group Inc. as of Jun 30, 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
- 230
- −22 vs. Q1 2024
- Shares held
- 65.0M
- +1.85M (+2.9%) vs. Q1 2024
- Total value
- $5.06B
- −$435.0M (−7.9%) vs. Q1 2024
- New holders
- 30
- 73 more added
- Sold out
- 52
- 94 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $234 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $311 | 0.00% | −8−66.7% | Reduced |
| Raffa Wealth Management, LLC | 4 | $311 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 11 | $855 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $856 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 12 | $933 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $933 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 15 | $1.19K | 0.00% | −35−70.0% | Reduced |
| Highline Wealth Partners LLC | 20 | $1.55K | 0.00% | +20 | New |
| Assetmark, Inc | 35 | $2.72K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 47 | $3.48K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 49 | $3.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $3.89K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 65 | $5.13K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 73 | $5.77K | 0.00% | −10−12.0% | Reduced |
| EverSource Wealth Advisors, LLC | 116 | $7.29K | 0.00% | +82+241.2% | Added |
| Northwestern Mutual Wealth Management Co | 100 | $7.77K | 0.00% | +66+194.1% | Added |
| Nisa Investment Advisors, LLC | 100 | $7.77K | 0.00% | +100 | New |
| Byrne Asset Management LLC | 107 | $8.18K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 112 | $8.71K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 187 | $15.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 217 | $16.9K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 220 | $17.1K | 0.01% | +120+120.0% | Added |
| Concord Wealth Partners | 220 | $17.1K | 0.00% | +220 | New |
| Sunbelt Securities, Inc. | 242 | $18.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 403 | $31.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 524 | $41.0K | 0.00% | +15+2.9% | Added |
| Ridgewood Investments LLC | 550 | $42.8K | 0.02% | +550 | New |
| Ashton Thomas Private Wealth, LLC | 649 | $50.4K | 0.00% | +649 | New |
| Lindbrook Capital, LLC | 683 | $53.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 803 | $69.7K | 0.00% | +712+782.4% | Added |
| PEAK6 Investments LLC | 975 | $75.8K | 0.00% | +975 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,207 | $93.8K | 0.00% | −330−21.5% | Reduced |
| Walleye Capital LLC | 1,300 | $101.0K | 0.00% | −6,826−84.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,452 | $112.9K | 0.00% | −3,432−70.3% | Reduced |
| Banque Cantonale Vaudoise | 1,634 | $127.0K | 0.01% | −71−4.2% | Reduced |
| Atlas Capital Advisors LLC | 1,745 | $135.6K | 0.02% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 2,300 | $178.8K | 0.07% | +2,300 | New |
| Signaturefd, LLC | 2,590 | $201.3K | 0.00% | −20−0.8% | Reduced |
| Yousif Capital Management, LLC | 2,655 | $206.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,670 | $207.5K | 0.01% | −498−15.7% | Reduced |
| Parallel Advisors, LLC | 2,680 | $208.3K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,727 | $212.0K | 0.01% | +2,727 | New |
| Congress Wealth Management LLC | 2,742 | $213.1K | 0.00% | −31−1.1% | Reduced |
| Leonteq Securities AG | 2,885 | $224.3K | 0.03% | +1,832+174.0% | Added |
| CI Private Wealth, LLC | 2,894 | $225.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,900 | $225.4K | 0.00% | −237−7.6% | Reduced |
| Nine Masts Capital Ltd | 3,000 | $229.4K | 0.07% | −9,375−75.8% | Reduced |
| Creative Planning | 3,031 | $235.6K | 0.00% | +50+1.7% | Added |
| Personal Cfo Solutions, LLC | 3,269 | $254.1K | 0.04% | −12−0.4% | Reduced |
| Panagora Asset Management Inc | 3,275 | $254.6K | 0.00% | 00.0% | Unchanged |
| Aubrey Capital Management Ltd | 4,200 | $258.4K | 0.10% | −261,656−98.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,422 | $266.0K | 0.00% | +2+0.1% | Added |
| Quantinno Capital Management LP | 3,518 | $273.5K | 0.00% | −241−6.4% | Reduced |
| Wells Fargo & Company | 3,573 | $277.7K | 0.00% | −15,309−81.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,661 | $284.6K | 0.00% | −6,495−64.0% | Reduced |
| QRG Capital Management, Inc. | 3,666 | $285.0K | 0.00% | +254+7.4% | Added |
| Wrapmanager Inc | 3,763 | $292.5K | 0.08% | −727−16.2% | Reduced |
| Claro Advisors LLC | 3,834 | $298.0K | 0.05% | +37+1.0% | Added |
| Quadrant Capital Group LLC | 3,893 | $302.6K | 0.02% | +186+5.0% | Added |
| Rock Creek Group, LP | 3,991 | $310.2K | 0.04% | −9,729−70.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,166 | $323.8K | 0.00% | −2,148−34.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,192 | $325.8K | 0.07% | +227+5.7% | Added |
| Jaffetilchin Investment Partners, LLC | 4,248 | $330.2K | 0.03% | −80−1.8% | Reduced |
| JustInvest LLC | 4,371 | $339.8K | 0.01% | +10.0% | Added |
| Quantitative Investment Management, LLC | 4,460 | $346.0K | 0.04% | +4,460 | New |
| HighVista Strategies LLC | 4,600 | $357.6K | 0.13% | −100−2.1% | Reduced |
| UBS Asset Management Americas Inc | 4,895 | $380.5K | 0.00% | −769,944−99.4% | Reduced |
| Diversify Advisory Services, LLC | 4,782 | $384.3K | 0.02% | −7,975−62.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,263 | $409.0K | 0.00% | −3,548−40.3% | Reduced |
| Rhumbline Advisers | 5,931 | $461.0K | 0.00% | −2,819−32.2% | Reduced |
| Natixis | 6,007 | $466.9K | 0.00% | +523+9.5% | Added |
| Cetera Investment Advisers | 6,114 | $475.2K | 0.00% | −890−12.7% | Reduced |
| Vident Advisory, LLC | 6,130 | $476.5K | 0.01% | +385+6.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,202 | $482.1K | 0.03% | +6,202 | New |
| ABS Direct Equity Fund LLC | 6,300 | $489.7K | 0.55% | +6,300 | New |
| Crossmark Global Holdings, Inc. | 6,374 | $496.0K | 0.01% | −1,620−20.3% | Reduced |
| Capital Markets Trading UK LLP | 6,433 | $500.0K | 0.37% | +2,534+65.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,742 | $515.2K | 0.00% | −10,171−60.1% | Reduced |
| West Family Investments, Inc. | 6,957 | $540.8K | 0.16% | 00.0% | Unchanged |
| US Bancorp | 7,106 | $552.3K | 0.00% | −246−3.3% | Reduced |
| CenterBook Partners LP | 7,214 | $560.7K | 0.03% | −7,280−50.2% | Reduced |
| TD Waterhouse Canada Inc. | 7,783 | $614.5K | 0.01% | −210−2.6% | Reduced |
| State Street Corp | 9,050 | $703.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,840 | $764.9K | 0.01% | +3,111+46.2% | Added |
| Diversify Wealth Management, LLC | 11,867 | $774.6K | 0.10% | +11,867 | New |
| Prescott Group Capital Management, L.L.C. | 10,000 | $777.0K | 0.12% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 10,012 | $778.2K | 0.01% | +263+2.7% | Added |
| HighTower Advisors, LLC | 10,187 | $792.0K | 0.00% | +360+3.7% | Added |
| D. E. Shaw & Co., Inc. | 10,700 | $831.7K | 0.00% | +7,400+224.2% | Added |
| Stifel Financial Corp | 10,902 | $847.4K | 0.00% | −779−6.7% | Reduced |
| Atria Investments LLC | 11,203 | $870.8K | 0.01% | −383−3.3% | Reduced |
| AdvisorShares Investments LLC | 11,825 | $934.2K | 0.16% | −284−2.3% | Reduced |
| Susquehanna International Group, LLP | 12,257 | $952.7K | 0.00% | −31,374−71.9% | Reduced |
| Artal Group S.A. | 12,500 | $971.6K | 0.02% | −2,500−16.7% | Reduced |
| Bank of Montreal | 12,905 | $1.01M | 0.00% | −54,120−80.7% | Reduced |
| Wetherby Asset Management Inc | 13,933 | $1.08M | 0.05% | −63−0.5% | Reduced |