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 |
|---|---|---|---|---|---|
| CWM, LLC | 524 | $41.0K | 0.00% | +15+2.9% | Added |
| STRS Ohio | 403 | $31.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 242 | $18.8K | 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 |
| Hartford Financial Management Inc. | 217 | $16.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 187 | $15.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 112 | $8.71K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 107 | $8.18K | 0.01% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 116 | $7.29K | 0.00% | +82+241.2% | Added |
| ORG Partners LLC | 73 | $5.77K | 0.00% | −10−12.0% | Reduced |
| Farther Finance Advisors, LLC | 65 | $5.13K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $3.89K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 49 | $3.81K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 47 | $3.48K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 35 | $2.72K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $1.55K | 0.00% | +20 | New |
| CIBC Private Wealth Group, LLC | 15 | $1.19K | 0.00% | −35−70.0% | Reduced |
| GAMMA Investing LLC | 12 | $933 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $933 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $856 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 11 | $855 | 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 |
| Abound Wealth Management | 3 | $234 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −1,334,781−100.0% | Sold out |
| Ninety One North America, Inc. | 0 | $0 | 0.00% | −412,066−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −381,858−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −215,668−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −182,615−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −128,600−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −118,936−100.0% | Sold out |
| RWC Asset Advisors (US) LLC | 0 | $0 | 0.00% | −111,954−100.0% | Sold out |
| Sequoia China Equity Partners (Hong Kong) Ltd | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −90,706−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −79,912−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −74,523−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −66,233−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −44,574−100.0% | Sold out |
| Old Well Partners, LLC | 0 | $0 | 0.00% | −39,600−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −37,994−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,123−100.0% | Sold out |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −28,399−100.0% | Sold out |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −20,503−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −17,564−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −17,195−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −15,679−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −15,528−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,051−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −10,779−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,669−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −10,359−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,251−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,579−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,457−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −6,383−100.0% | Sold out |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −4,412−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,047−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −2,837−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,660−100.0% | Sold out |
| E Fund Management (Hong Kong) Co., Ltd. | 0 | $0 | 0.00% | −2,604−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −2,513−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −2,371−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −2,367−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −2,157−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Broad Peak Investment Holdings Ltd. | – | – | – | – | Not filed |
| Blue Creek Capital Management Ltd | – | – | – | – | Not filed |
| Credit Suisse AG | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |