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, Q4 2024
Institutional positions in New Oriental Education & Technology Group Inc. as of Dec 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
- 205
- −9 vs. Q3 2024
- Shares held
- 64.4M
- −116.2K (−0.2%) vs. Q3 2024
- Total value
- $4.14B
- −$751.4M (−15.4%) vs. Q3 2024
- New holders
- 45
- 54 more added
- Sold out
- 54
- 78 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2 | $128 | 0.00% | −335−99.4% | Reduced |
| National Bank of Canada | 2 | $128 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $193 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $257 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $257 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $321 | 0.00% | −11−68.8% | Reduced |
| Russell Investments Group, Ltd. | 7 | $449 | 0.00% | −1,830−99.6% | Reduced |
| GWM Advisors LLC | 9 | $578 | 0.00% | −34−79.1% | Reduced |
| GAMMA Investing LLC | 12 | $770 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15 | $963 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 16 | $1.03K | 0.00% | +16 | New |
| Sierra Ocean, LLC | 16 | $1.03K | 0.00% | +16 | New |
| Venturi Wealth Management, LLC | 19 | $1.22K | 0.00% | +19 | New |
| Northwestern Mutual Wealth Management Co | 20 | $1.28K | 0.00% | −81−80.2% | Reduced |
| Jones Financial Companies LLLP | 25 | $1.60K | 0.00% | +25 | New |
| Principal Securities, Inc. | 29 | $1.86K | 0.00% | +15+107.1% | Added |
| Steward Partners Investment Advisory, LLC | 33 | $2.12K | 0.00% | +33 | New |
| Allworth Financial LP | 47 | $2.17K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 35 | $2.25K | 0.00% | +35 | New |
| Clean Yield Group | 36 | $2.31K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 46 | $2.95K | 0.00% | +11+31.4% | Added |
| Bell Investment Advisors, Inc | 59 | $3.79K | 0.00% | +9+18.0% | Added |
| Capital Advisors, Ltd. LLC | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 63 | $4.04K | 0.00% | +63 | New |
| Central Trust Co | 79 | $5.07K | 0.00% | +79 | New |
| Federation des caisses Desjardins du Quebec | 87 | $5.58K | 0.00% | +87 | New |
| Farther Finance Advisors, LLC | 114 | $7.32K | 0.00% | +29+34.1% | Added |
| Byrne Asset Management LLC | 132 | $8.47K | 0.01% | +25+23.4% | Added |
| Hantz Financial Services, Inc. | 147 | $9.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 146 | $9.37K | 0.00% | −33−18.4% | Reduced |
| First Horizon Advisors, Inc. | 183 | $11.7K | 0.00% | +183 | New |
| Nisa Investment Advisors, LLC | 200 | $12.8K | 0.00% | +100+100.0% | Added |
| TSFG, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 203 | $13.0K | 0.00% | −1,849−90.1% | Reduced |
| Gordian Capital Singapore Pte Ltd | 220 | $14.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 243 | $15.3K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 351 | $22.5K | 0.00% | +351 | New |
| STRS Ohio | 403 | $25.9K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 441 | $28.3K | 0.00% | +318+258.5% | Added |
| CWM, LLC | 452 | $29.0K | 0.00% | +5+1.1% | Added |
| Ridgewood Investments LLC | 550 | $35.3K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 617 | $39.6K | 0.00% | −4,453−87.8% | Reduced |
| Lindbrook Capital, LLC | 683 | $43.8K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 694 | $44.5K | 0.00% | +694 | New |
| Simplex Trading, LLC | 753 | $48.0K | 0.00% | +753 | New |
| SBI Securities Co., Ltd. | 795 | $51.0K | 0.00% | +795 | New |
| Natixis | 881 | $56.5K | 0.00% | +248+39.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,207 | $77.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,242 | $79.7K | 0.00% | +1,242 | New |
| Atlas Capital Advisors LLC | 1,594 | $102.3K | 0.01% | −151−8.7% | Reduced |
| BNP Paribas | 1,800 | $113.1K | 0.00% | +1,800 | New |
| Empowered Funds, LLC | 2,147 | $137.8K | 0.00% | +2,147 | New |
| Bayforest Capital Ltd | 2,148 | $137.9K | 0.17% | +2,148 | New |
| Walleye Capital LLC | 2,236 | $143.5K | 0.00% | −12,035−84.3% | Reduced |
| Signaturefd, LLC | 2,410 | $154.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,677 | $171.8K | 0.00% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 2,300 | $178.8K | 0.07% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,014 | $193.4K | 0.00% | −285−8.6% | Reduced |
| Leonteq Securities AG | 3,175 | $203.8K | 0.02% | +781+32.6% | Added |
| Panagora Asset Management Inc | 3,275 | $210.2K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 3,293 | $211.3K | 0.00% | +3,293 | New |
| The PNC Financial Services Group, Inc. | 3,294 | $211.4K | 0.00% | −199−5.7% | Reduced |
| State Street Corp | 3,320 | $213.1K | 0.00% | −5,710−63.2% | Reduced |
| SEI Investments Co | 3,493 | $224.2K | 0.00% | +3,493 | New |
| Vise Technologies, Inc. | 3,551 | $227.9K | 0.02% | +3,551 | New |
| CI Private Wealth, LLC | 3,685 | $236.5K | 0.00% | +792+27.4% | Added |
| QRG Capital Management, Inc. | 3,774 | $242.2K | 0.00% | +15+0.4% | Added |
| Walleye Trading LLC | 3,819 | $245.1K | 0.00% | −2,715−41.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,847 | $246.9K | 0.02% | −419−9.8% | Reduced |
| Quadrant Capital Group LLC | 3,974 | $255.1K | 0.02% | 00.0% | Unchanged |
| RWC Asset Management LLP | 4,014 | $257.6K | 0.01% | +4,014 | New |
| Quantinno Capital Management LP | 4,031 | $258.8K | 0.00% | +824+25.7% | Added |
| Quantitative Investment Management, LLC | 4,053 | $260.0K | 0.02% | +607+17.6% | Added |
| Raymond James Financial Inc | 4,141 | $265.8K | 0.00% | +4,141 | New |
| SG Americas Securities, LLC | 4,244 | $272.0K | 0.00% | +4,244 | New |
| JustInvest LLC | 4,370 | $280.5K | 0.00% | −51−1.2% | Reduced |
| Man Group plc | 4,387 | $281.6K | 0.00% | +4,387 | New |
| Rhumbline Advisers | 4,864 | $312.2K | 0.00% | −1,067−18.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,023 | $322.0K | 0.09% | +5,023 | New |
| Envestnet Asset Management Inc | 5,130 | $329.2K | 0.00% | −6,171−54.6% | Reduced |
| Grand Alliance Asset Management Ltd | 5,150 | $330.5K | 0.36% | −141,000−96.5% | Reduced |
| Capital Markets Trading UK LLP | 5,372 | $345.0K | 0.20% | −5,276−49.5% | Reduced |
| Vident Advisory, LLC | 5,690 | $365.2K | 0.01% | −616−9.8% | Reduced |
| West Family Investments, Inc. | 6,854 | $439.9K | 0.15% | −103−1.5% | Reduced |
| US Bancorp | 7,052 | $452.6K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 8,000 | $494.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 7,781 | $499.4K | 0.00% | −315,421−97.6% | Reduced |
| TD Waterhouse Canada Inc. | 8,157 | $522.7K | 0.00% | +108+1.3% | Added |
| Parallax Volatility Advisers, L.P. | 8,861 | $568.7K | 0.01% | +8,861 | New |
| Ritholtz Wealth Management | 9,441 | $606.0K | 0.02% | −3,597−27.6% | Reduced |
| Keystone Investors Pte Ltd | 9,949 | $638.5K | 0.04% | −97,773−90.8% | Reduced |
| Alpine Investment Management Ltd | 10,000 | $641.8K | 0.41% | +10,000 | New |
| Acadian Asset Management LLC | 10,327 | $662.0K | 0.00% | +10,327 | New |
| Wetherby Asset Management Inc | 13,176 | $845.6K | 0.04% | −610−4.4% | Reduced |
| Ramirez Asset Management, Inc. | 14,028 | $900.3K | 0.18% | −700−4.8% | Reduced |
| Profund Advisors LLC | 15,707 | $1.01M | 0.04% | +1,774+12.7% | Added |
| BlueCrest Capital Management Ltd | 15,800 | $1.01M | 0.06% | +15,800 | New |
| Amiral Gestion | 16,000 | $1.03M | 0.65% | +16,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 16,496 | $1.06M | 0.00% | +2,084+14.5% | Added |