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, Q3 2024
Institutional positions in New Oriental Education & Technology Group Inc. as of Sep 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
- 217
- −11 vs. Q2 2024
- Shares held
- 65.0M
- +479.4K (+0.7%) vs. Q2 2024
- Total value
- $4.93B
- −$93.2M (−1.9%) vs. Q2 2024
- New holders
- 38
- 71 more added
- Sold out
- 49
- 79 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $228 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $303 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $303 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5 | $379 | 0.00% | −10−66.7% | Reduced |
| Continuum Advisory, LLC | 15 | $826 | 0.00% | +15 | New |
| GAMMA Investing LLC | 12 | $910 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14 | $1.06K | 0.00% | +3+27.3% | Added |
| Highline Wealth Partners LLC | 16 | $1.21K | 0.00% | −4−20.0% | Reduced |
| Smartleaf Asset Management LLC | 36 | $2.64K | 0.00% | +36 | New |
| Assetmark, Inc | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 36 | $2.73K | 0.00% | +36 | New |
| GWM Advisors LLC | 43 | $3.26K | 0.00% | −9,797−99.6% | Reduced |
| Allworth Financial LP | 47 | $3.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $3.79K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 68 | $5.16K | 0.00% | +68 | New |
| Farther Finance Advisors, LLC | 85 | $6.45K | 0.00% | +20+30.8% | Added |
| Nisa Investment Advisors, LLC | 100 | $7.58K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 101 | $7.64K | 0.00% | +1+1.0% | Added |
| Proequities, Inc. | 104 | $7.89K | 0.00% | −8−7.1% | Reduced |
| Byrne Asset Management LLC | 107 | $8.12K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 123 | $9.33K | 0.00% | +123 | New |
| Hantz Financial Services, Inc. | 147 | $11.0K | 0.00% | −40−21.4% | Reduced |
| EverSource Wealth Advisors, LLC | 179 | $13.6K | 0.00% | +63+54.3% | Added |
| TSFG, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 220 | $16.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 243 | $18.4K | 0.00% | +1+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 307 | $23.3K | 0.00% | +307 | New |
| Tower Research Capital LLC (TRC) | 337 | $25.6K | 0.00% | −3,324−90.8% | Reduced |
| STRS Ohio | 403 | $30.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 447 | $34.0K | 0.00% | −77−14.7% | Reduced |
| Ridgewood Investments LLC | 550 | $41.7K | 0.02% | 00.0% | Unchanged |
| Natixis | 633 | $48.0K | 0.00% | −5,374−89.5% | Reduced |
| Lindbrook Capital, LLC | 683 | $51.8K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 948 | $73.2K | 0.01% | +948 | New |
| Barclays PLC | 1,121 | $85.0K | 0.00% | −112,259−99.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,207 | $91.5K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,532 | $116.0K | 0.00% | −102−6.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,658 | $125.7K | 0.00% | +206+14.2% | Added |
| Atlas Capital Advisors LLC | 1,745 | $132.3K | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,837 | $139.3K | 0.00% | −172,594−98.9% | Reduced |
| Ronald Blue Trust, Inc. | 2,052 | $159.5K | 0.00% | +1,249+155.5% | Added |
| Barometer Capital Management Inc. | 2,300 | $174.4K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,394 | $181.6K | 0.02% | −491−17.0% | Reduced |
| Signaturefd, LLC | 2,410 | $182.8K | 0.00% | −180−6.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,647 | $200.7K | 0.01% | +2,647 | New |
| NewEdge Wealth, LLC | 2,647 | $200.7K | 0.00% | +2,647 | New |
| Yousif Capital Management, LLC | 2,655 | $201.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,677 | $203.0K | 0.00% | −3−0.1% | Reduced |
| CI Private Wealth, LLC | 2,893 | $219.4K | 0.00% | −10.0% | Reduced |
| Creative Planning | 3,039 | $230.5K | 0.00% | +8+0.3% | Added |
| Quantinno Capital Management LP | 3,207 | $243.3K | 0.00% | −311−8.8% | Reduced |
| Panagora Asset Management Inc | 3,275 | $248.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,299 | $250.2K | 0.00% | −274−7.7% | Reduced |
| Quantitative Investment Management, LLC | 3,446 | $261.0K | 0.03% | −1,014−22.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,493 | $264.9K | 0.00% | +71+2.1% | Added |
| LPL Financial LLC | 3,712 | $281.5K | 0.00% | −17,746−82.7% | Reduced |
| QRG Capital Management, Inc. | 3,759 | $285.1K | 0.00% | +93+2.5% | Added |
| Susquehanna International Group, LLP | 3,866 | $293.2K | 0.00% | −8,391−68.5% | Reduced |
| Oppenheimer Asset Management Inc. | 3,912 | $296.7K | 0.00% | +3,912 | New |
| Quadrant Capital Group LLC | 3,974 | $301.4K | 0.02% | +81+2.1% | Added |
| Shilanski & Associates, Inc. | 4,037 | $306.2K | 0.10% | +4,037 | New |
| Hancock Whitney Corp | 4,075 | $309.0K | 0.01% | +1,348+49.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,166 | $315.9K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 4,166 | $315.9K | 0.00% | +4,166 | New |
| Flow Traders U.S. LLC | 4,215 | $320.0K | 0.02% | +4,215 | New |
| Jaffetilchin Investment Partners, LLC | 4,266 | $323.5K | 0.02% | +18+0.4% | Added |
| JustInvest LLC | 4,421 | $335.3K | 0.01% | +50+1.1% | Added |
| Congress Wealth Management LLC | 4,458 | $338.1K | 0.00% | +1,716+62.6% | Added |
| EntryPoint Capital, LLC | 4,524 | $343.1K | 0.20% | +4,524 | New |
| Mercer Global Advisors Inc | 4,844 | $373.9K | 0.00% | +4,844 | New |
| Prelude Capital Management, LLC | 5,000 | $379.2K | 0.03% | −45,842−90.2% | Reduced |
| Advisor Group Holdings, Inc. | 5,070 | $384.4K | 0.00% | −193−3.7% | Reduced |
| Rhumbline Advisers | 5,931 | $449.8K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 6,306 | $478.3K | 0.01% | +176+2.9% | Added |
| Walleye Trading LLC | 6,534 | $495.5K | 0.01% | −22,081−77.2% | Reduced |
| Quantbot Technologies LP | 6,664 | $505.4K | 0.02% | −33,791−83.5% | Reduced |
| West Family Investments, Inc. | 6,957 | $527.6K | 0.18% | 00.0% | Unchanged |
| US Bancorp | 7,052 | $534.8K | 0.00% | −54−0.8% | Reduced |
| ABS Direct Equity Fund LLC | 7,400 | $561.2K | 0.63% | +1,100+17.5% | Added |
| TD Waterhouse Canada Inc. | 8,049 | $621.4K | 0.01% | +266+3.4% | Added |
| DekaBank Deutsche Girozentrale | 8,000 | $629.0K | 0.00% | +8,000 | New |
| China Universal Asset Management Co., Ltd. | 8,334 | $632.1K | 0.07% | −25,174−75.1% | Reduced |
| State Street Corp | 9,030 | $684.8K | 0.00% | −20−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 76,364 | $745.2K | 0.00% | −322,518−80.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 10,000 | $758.4K | 0.11% | 00.0% | Unchanged |
| Headlands Technologies LLC | 10,387 | $787.8K | 0.09% | +10,387 | New |
| Capital Markets Trading UK LLP | 10,648 | $808.0K | 0.75% | +4,215+65.5% | Added |
| Tudor Investment Corp Et Al | 10,788 | $818.2K | 0.01% | +10,788 | New |
| Dorsey Wright & Associates | 11,115 | $843.0K | 0.20% | −37,096−76.9% | Reduced |
| AdvisorShares Investments LLC | 11,115 | $843.0K | 0.16% | −710−6.0% | Reduced |
| Envestnet Asset Management Inc | 11,301 | $857.1K | 0.00% | −17,125−60.2% | Reduced |
| Twinbeech Capital LP | 12,714 | $964.2K | 0.02% | +12,714 | New |
| D. E. Shaw & Co., Inc. | 12,921 | $979.9K | 0.00% | +2,221+20.8% | Added |
| Ritholtz Wealth Management | 13,038 | $988.8K | 0.03% | −2,961−18.5% | Reduced |
| Aigen Investment Management, LP | 13,715 | $1.04M | 0.20% | −14,763−51.8% | Reduced |
| Wetherby Asset Management Inc | 13,786 | $1.05M | 0.05% | −147−1.1% | Reduced |
| Profund Advisors LLC | 13,933 | $1.06M | 0.04% | −3,360−19.4% | Reduced |
| Walleye Capital LLC | 14,271 | $1.08M | 0.01% | +12,971+997.8% | Added |