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 |
|---|---|---|---|---|---|
| Taikang Asset Management (Hong Kong) Co Ltd | 47,312 | $3.68M | 0.57% | −95,567−66.9% | Reduced |
| SG Americas Securities, LLC | 45,411 | $3.53M | 0.02% | +34,451+314.3% | Added |
| Fiera Capital Corp | 42,872 | $3.33M | 0.01% | +42,872 | New |
| Boothbay Fund Management, LLC | 41,017 | $3.19M | 0.10% | +41,017 | New |
| Quantbot Technologies LP | 40,455 | $3.14M | 0.15% | −3,610−8.2% | Reduced |
| Lazard Asset Management LLC | 38,034 | $2.96M | 0.00% | −73,631−65.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 33,508 | $2.60M | 0.37% | +6,273+23.0% | Added |
| Northern Trust Corp | 32,935 | $2.56M | 0.00% | +152+0.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 30,232 | $2.35M | 0.07% | −2,071−6.4% | Reduced |
| Walleye Trading LLC | 28,615 | $2.22M | 0.04% | +26,182+1,076.1% | Added |
| Aigen Investment Management, LP | 28,478 | $2.21M | 0.43% | +24,305+582.4% | Added |
| Envestnet Asset Management Inc | 28,426 | $2.21M | 0.00% | −1,650−5.5% | Reduced |
| Janus Henderson Group PLC | 27,608 | $2.15M | 0.00% | −138,265−83.4% | Reduced |
| Carmignac Gestion | 26,450 | $2.06M | 0.04% | −10,246−27.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,911 | $2.01M | 0.02% | −2,001−7.2% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 25,400 | $1.97M | 2.45% | −21,770−46.2% | Reduced |
| Prudential Financial Inc | 21,596 | $1.68M | 0.00% | −128−0.6% | Reduced |
| LPL Financial LLC | 21,458 | $1.67M | 0.00% | +14,342+201.5% | Added |
| Veritas Asset Management LLP | 21,291 | $1.65M | 0.01% | +9,481+80.3% | Added |
| Balyasny Asset Management LLC | 21,087 | $1.64M | 0.00% | +21,087 | New |
| Perseverance Asset Management International | 19,602 | $1.52M | 0.20% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 18,000 | $1.40M | 0.00% | +18,000 | New |
| Gsa Capital Partners LLP | 17,652 | $1.37M | 0.10% | +6,510+58.4% | Added |
| Profund Advisors LLC | 17,293 | $1.34M | 0.05% | +231+1.4% | Added |
| New York State Common Retirement Fund | 17,161 | $1.33M | 0.00% | +9,846+134.6% | Added |
| Ameriprise Financial Inc | 16,765 | $1.30M | 0.00% | −8,965−34.8% | Reduced |
| Ninety One UK Ltd | 16,317 | $1.27M | 0.00% | −892,364−98.2% | Reduced |
| Ritholtz Wealth Management | 15,999 | $1.24M | 0.04% | −953−5.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 15,700 | $1.22M | 0.00% | +15,700 | New |
| Ramirez Asset Management, Inc. | 15,187 | $1.18M | 0.24% | +15,187 | New |
| Wetherby Asset Management Inc | 13,933 | $1.08M | 0.05% | −63−0.5% | Reduced |
| Bank of Montreal | 12,905 | $1.01M | 0.00% | −54,120−80.7% | Reduced |
| Artal Group S.A. | 12,500 | $971.6K | 0.02% | −2,500−16.7% | Reduced |
| Susquehanna International Group, LLP | 12,257 | $952.7K | 0.00% | −31,374−71.9% | Reduced |
| AdvisorShares Investments LLC | 11,825 | $934.2K | 0.16% | −284−2.3% | Reduced |
| Atria Investments LLC | 11,203 | $870.8K | 0.01% | −383−3.3% | Reduced |
| Stifel Financial Corp | 10,902 | $847.4K | 0.00% | −779−6.7% | Reduced |
| D. E. Shaw & Co., Inc. | 10,700 | $831.7K | 0.00% | +7,400+224.2% | Added |
| HighTower Advisors, LLC | 10,187 | $792.0K | 0.00% | +360+3.7% | Added |
| TownSquare Capital, LLC | 10,012 | $778.2K | 0.01% | +263+2.7% | Added |
| Prescott Group Capital Management, L.L.C. | 10,000 | $777.0K | 0.12% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 11,867 | $774.6K | 0.10% | +11,867 | New |
| GWM Advisors LLC | 9,840 | $764.9K | 0.01% | +3,111+46.2% | Added |
| State Street Corp | 9,050 | $703.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7,783 | $614.5K | 0.01% | −210−2.6% | Reduced |
| CenterBook Partners LP | 7,214 | $560.7K | 0.03% | −7,280−50.2% | Reduced |
| US Bancorp | 7,106 | $552.3K | 0.00% | −246−3.3% | Reduced |
| West Family Investments, Inc. | 6,957 | $540.8K | 0.16% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 6,742 | $515.2K | 0.00% | −10,171−60.1% | Reduced |
| Capital Markets Trading UK LLP | 6,433 | $500.0K | 0.37% | +2,534+65.0% | Added |
| Crossmark Global Holdings, Inc. | 6,374 | $496.0K | 0.01% | −1,620−20.3% | Reduced |
| ABS Direct Equity Fund LLC | 6,300 | $489.7K | 0.55% | +6,300 | New |
| Y-Intercept (Hong Kong) Ltd | 6,202 | $482.1K | 0.03% | +6,202 | New |
| Vident Advisory, LLC | 6,130 | $476.5K | 0.01% | +385+6.7% | Added |
| Cetera Investment Advisers | 6,114 | $475.2K | 0.00% | −890−12.7% | Reduced |
| Natixis | 6,007 | $466.9K | 0.00% | +523+9.5% | Added |
| Rhumbline Advisers | 5,931 | $461.0K | 0.00% | −2,819−32.2% | Reduced |
| Advisor Group Holdings, Inc. | 5,263 | $409.0K | 0.00% | −3,548−40.3% | Reduced |
| Diversify Advisory Services, LLC | 4,782 | $384.3K | 0.02% | −7,975−62.5% | Reduced |
| UBS Asset Management Americas Inc | 4,895 | $380.5K | 0.00% | −769,944−99.4% | Reduced |
| HighVista Strategies LLC | 4,600 | $357.6K | 0.13% | −100−2.1% | Reduced |
| Quantitative Investment Management, LLC | 4,460 | $346.0K | 0.04% | +4,460 | New |
| JustInvest LLC | 4,371 | $339.8K | 0.01% | +10.0% | Added |
| Jaffetilchin Investment Partners, LLC | 4,248 | $330.2K | 0.03% | −80−1.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,192 | $325.8K | 0.07% | +227+5.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,166 | $323.8K | 0.00% | −2,148−34.0% | Reduced |
| Rock Creek Group, LP | 3,991 | $310.2K | 0.04% | −9,729−70.9% | Reduced |
| Quadrant Capital Group LLC | 3,893 | $302.6K | 0.02% | +186+5.0% | Added |
| Claro Advisors LLC | 3,834 | $298.0K | 0.05% | +37+1.0% | Added |
| Wrapmanager Inc | 3,763 | $292.5K | 0.08% | −727−16.2% | Reduced |
| QRG Capital Management, Inc. | 3,666 | $285.0K | 0.00% | +254+7.4% | Added |
| Tower Research Capital LLC (TRC) | 3,661 | $284.6K | 0.00% | −6,495−64.0% | Reduced |
| Wells Fargo & Company | 3,573 | $277.7K | 0.00% | −15,309−81.1% | Reduced |
| Quantinno Capital Management LP | 3,518 | $273.5K | 0.00% | −241−6.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,422 | $266.0K | 0.00% | +2+0.1% | Added |
| Aubrey Capital Management Ltd | 4,200 | $258.4K | 0.10% | −261,656−98.4% | Reduced |
| Panagora Asset Management Inc | 3,275 | $254.6K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 3,269 | $254.1K | 0.04% | −12−0.4% | Reduced |
| Creative Planning | 3,031 | $235.6K | 0.00% | +50+1.7% | Added |
| Nine Masts Capital Ltd | 3,000 | $229.4K | 0.07% | −9,375−75.8% | Reduced |
| Cresset Asset Management, LLC | 2,900 | $225.4K | 0.00% | −237−7.6% | Reduced |
| CI Private Wealth, LLC | 2,894 | $225.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,885 | $224.3K | 0.03% | +1,832+174.0% | Added |
| Congress Wealth Management LLC | 2,742 | $213.1K | 0.00% | −31−1.1% | Reduced |
| Hancock Whitney Corp | 2,727 | $212.0K | 0.01% | +2,727 | New |
| Parallel Advisors, LLC | 2,680 | $208.3K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,670 | $207.5K | 0.01% | −498−15.7% | Reduced |
| Yousif Capital Management, LLC | 2,655 | $206.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,590 | $201.3K | 0.00% | −20−0.8% | Reduced |
| Barometer Capital Management Inc. | 2,300 | $178.8K | 0.07% | +2,300 | New |
| Atlas Capital Advisors LLC | 1,745 | $135.6K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,634 | $127.0K | 0.01% | −71−4.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,452 | $112.9K | 0.00% | −3,432−70.3% | Reduced |
| Walleye Capital LLC | 1,300 | $101.0K | 0.00% | −6,826−84.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,207 | $93.8K | 0.00% | −330−21.5% | Reduced |
| PEAK6 Investments LLC | 975 | $75.8K | 0.00% | +975 | New |
| Ronald Blue Trust, Inc. | 803 | $69.7K | 0.00% | +712+782.4% | Added |
| Lindbrook Capital, LLC | 683 | $53.1K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 649 | $50.4K | 0.00% | +649 | New |
| Ridgewood Investments LLC | 550 | $42.8K | 0.02% | +550 | New |