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, Q1 2025
Institutional positions in New Oriental Education & Technology Group Inc. as of Mar 31, 2025. 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
- 167
- −35 vs. Q4 2024
- Shares held
- 65.0M
- +697.4K (+1.1%) vs. Q4 2024
- Total value
- $3.06B
- −$1.08B (−26.1%) vs. Q4 2024
- New holders
- 29
- 52 more added
- Sold out
- 64
- 59 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $144 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $191 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $191 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7 | $335 | 0.00% | −80−92.0% | Reduced |
| Russell Investments Group, Ltd. | 7 | $335 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13 | $622 | 0.00% | −7−35.0% | Reduced |
| Golden State Wealth Management, LLC | 16 | $765 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 36 | $1.72K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 29 | $1.86K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 47 | $2.17K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 46 | $2.20K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $3.35K | 0.00% | +11+18.6% | Added |
| Central Trust Co | 79 | $3.78K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 94 | $4.51K | 0.00% | −20−17.5% | Reduced |
| Hantz Financial Services, Inc. | 108 | $5.00K | 0.00% | −39−26.5% | Reduced |
| EverSource Wealth Advisors, LLC | 110 | $5.26K | 0.00% | −36−24.7% | Reduced |
| TSFG, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 220 | $10.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 243 | $11.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 247 | $11.8K | 0.00% | +44+21.7% | Added |
| CWM, LLC | 361 | $17.0K | 0.00% | −91−20.1% | Reduced |
| STRS Ohio | 403 | $19.3K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 419 | $20.0K | 0.00% | +419 | New |
| Ridgewood Investments LLC | 550 | $26.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 620 | $29.6K | 0.00% | −63−9.2% | Reduced |
| Wells Fargo & Company | 633 | $30.3K | 0.00% | −2,381−79.0% | Reduced |
| Advisor Group Holdings, Inc. | 635 | $30.4K | 0.00% | +18+2.9% | Added |
| Westpac Banking Corp | 694 | $33.2K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 762 | $36.4K | 0.00% | −737,979−99.9% | Reduced |
| SBI Securities Co., Ltd. | 768 | $36.7K | 0.00% | −27−3.4% | Reduced |
| Banque Cantonale Vaudoise | 1,120 | $54.0K | 0.00% | +1,120 | New |
| Skopos Labs, Inc. | 1,330 | $63.6K | 0.01% | +1,295+3,700.0% | Added |
| Caitong International Asset Management Co., Ltd | 1,512 | $72.3K | 0.05% | +1,512 | New |
| Atlas Capital Advisors LLC | 1,594 | $76.2K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 1,628 | $77.8K | 0.00% | −6,153−79.1% | Reduced |
| Signaturefd, LLC | 2,410 | $115.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,742 | $131.0K | 0.00% | +65+2.4% | Added |
| Clear Street Markets LLC | 2,839 | $135.7K | 0.09% | +2,839 | New |
| Rhumbline Advisers | 3,054 | $146.0K | 0.00% | −1,810−37.2% | Reduced |
| The PNC Financial Services Group, Inc. | 3,129 | $149.6K | 0.00% | −165−5.0% | Reduced |
| Quadrant Capital Group LLC | 3,690 | $176.4K | 0.01% | −284−7.1% | Reduced |
| KBC Group NV | 4,020 | $192.0K | 0.00% | +4,020 | New |
| Brevan Howard Capital Management LP | 4,300 | $205.6K | 0.01% | +4,300 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,056,414 | $210.8K | 0.00% | +1,025,130+3,276.9% | Added |
| Simplex Trading, LLC | 4,430 | $211.0K | 0.01% | +3,677+488.3% | Added |
| Vident Advisory, LLC | 4,626 | $221.2K | 0.00% | −1,064−18.7% | Reduced |
| JustInvest LLC | 4,655 | $222.6K | 0.00% | +285+6.5% | Added |
| Quantinno Capital Management LP | 4,928 | $235.6K | 0.00% | +897+22.3% | Added |
| SEI Investments Co | 5,122 | $244.9K | 0.00% | +1,629+46.6% | Added |
| Tower Research Capital LLC (TRC) | 5,597 | $267.6K | 0.01% | +5,595+279,750.0% | Added |
| Advisors Preferred, LLC | 6,567 | $314.8K | 0.04% | +6,567 | New |
| Royal Bank of Canada | 6,605 | $316.0K | 0.00% | −115,011−94.6% | Reduced |
| PEAK6 LLC | 6,793 | $324.8K | 0.01% | +6,442+1,835.3% | Added |
| Barometer Capital Management Inc. | 6,800 | $325.1K | 0.12% | +4,500+195.7% | Added |
| West Family Investments, Inc. | 6,854 | $327.7K | 0.12% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6,966 | $333.0K | 0.00% | −10,812−60.8% | Reduced |
| US Bancorp | 7,052 | $337.2K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 7,200 | $344.2K | 0.04% | +7,200 | New |
| Walleye Capital LLC | 7,223 | $345.3K | 0.00% | +4,987+223.0% | Added |
| Allianz SE | 8,326 | $398.1K | 0.01% | +8,326 | New |
| TD Waterhouse Canada Inc. | 8,336 | $400.3K | 0.00% | +179+2.2% | Added |
| Leonteq Securities AG | 8,385 | $400.8K | 0.03% | +5,210+164.1% | Added |
| Janney Montgomery Scott LLC | 9,380 | $448.0K | 0.00% | +9,380 | New |
| Thornburg Investment Management Inc | 9,527 | $455.5K | 0.01% | −104,530−91.6% | Reduced |
| Group One Trading, L.P. | 9,636 | $460.7K | 0.02% | +8,394+675.8% | Added |
| Prescott Group Capital Management, L.L.C. | 10,000 | $478.1K | 0.07% | −15,303−60.5% | Reduced |
| Ameriprise Financial Inc | 11,475 | $548.6K | 0.00% | −5,561−32.6% | Reduced |
| IMC-Chicago, LLC | 11,807 | $564.5K | 0.02% | +11,807 | New |
| Jane Street Group, LLC | 12,011 | $574.2K | 0.00% | −31,272−72.3% | Reduced |
| DekaBank Deutsche Girozentrale | 13,000 | $601.0K | 0.00% | +5,000+62.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,216 | $631.9K | 0.00% | −3,280−19.9% | Reduced |
| Engineers Gate Manager LP | 13,472 | $644.1K | 0.01% | +13,472 | New |
| Prudential Financial Inc | 13,890 | $664.1K | 0.00% | −7,700−35.7% | Reduced |
| Walleye Trading LLC | 14,056 | $672.0K | 0.02% | +10,237+268.1% | Added |
| Ramirez Asset Management, Inc. | 14,215 | $679.6K | 0.14% | +187+1.3% | Added |
| Trexquant Investment LP | 14,264 | $682.0K | 0.01% | +14,264 | New |
| BlueCrest Capital Management Ltd | 15,800 | $755.4K | 0.12% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 16,143 | $772.4K | 0.02% | −10,338−39.0% | Reduced |
| Profund Advisors LLC | 17,122 | $818.6K | 0.04% | +1,415+9.0% | Added |
| SG Americas Securities, LLC | 18,265 | $873.0K | 0.00% | +14,021+330.4% | Added |
| HRT Financial LP | 18,686 | $893.0K | 0.01% | +18,686 | New |
| American Century Companies Inc | 20,579 | $983.9K | 0.00% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 25,169 | $1.20M | 0.02% | −40,456−61.6% | Reduced |
| Quantbot Technologies LP | 26,275 | $1.26M | 0.04% | +26,275 | New |
| Gsa Capital Partners LLP | 26,530 | $1.27M | 0.11% | −3,414−11.4% | Reduced |
| XTX Topco Ltd | 30,121 | $1.44M | 0.07% | +30,121 | New |
| Robeco Institutional Asset Management B.V. | 32,397 | $1.55M | 0.00% | +2,239+7.4% | Added |
| GF Fund Management Co. Ltd. | 33,900 | $1.62M | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 35,223 | $1.68M | 0.01% | +35,223 | New |
| Lazard Asset Management LLC | 35,514 | $1.70M | 0.00% | −34,359−49.2% | Reduced |
| Long Corridor Asset Management Ltd | 38,000 | $1.82M | 1.33% | +38,000 | New |
| IvyRock Asset Management (HK) Ltd | 42,790 | $2.05M | 0.96% | −65,210−60.4% | Reduced |
| Massachusetts Financial Services Co | 46,791 | $2.24M | 0.00% | +18,579+65.9% | Added |
| Two Sigma Advisers, LP | 50,500 | $2.41M | 0.01% | −4,650−8.4% | Reduced |
| Storebrand Asset Management AS | 50,821 | $2.43M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 51,724 | $2.47M | 0.00% | −20.0% | Reduced |
| Public Employees Retirement System of Ohio | 55,639 | $2.66M | 0.01% | −26,299−32.1% | Reduced |