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 2026
Institutional positions in New Oriental Education & Technology Group Inc. as of Mar 31, 2026. 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
- 179
- +15 vs. Q4 2025
- Shares held
- 51.3M
- −1.76M (−3.3%) vs. Q4 2025
- Total value
- $2.91B
- −$13.9M (−0.5%) vs. Q4 2025
- New holders
- 36
- 63 more added
- Sold out
- 21
- 45 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $57 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $113 | 0.00% | +2 | New |
| Stone House Investment Management, LLC | 2 | $113 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 4 | $227 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 7 | $396 | 0.00% | −165−95.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 9 | $510 | 0.00% | +3+50.0% | Added |
| Versant Capital Management, Inc | 12 | $680 | 0.00% | +12 | New |
| Golden State Wealth Management, LLC | 16 | $906 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $906 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 25 | $1.42K | 0.00% | +25 | New |
| Larson Financial Group LLC | 28 | $1.59K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 29 | $1.64K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30 | $1.73K | 0.00% | −7−18.9% | Reduced |
| Smartleaf Asset Management LLC | 36 | $1.97K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 36 | $2.04K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 39 | $2.21K | 0.00% | +34+680.0% | Added |
| Ronald Blue Trust, Inc. | 45 | $2.55K | 0.00% | −2−4.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 47 | $2.66K | 0.00% | +47 | New |
| Allworth Financial LP | 47 | $2.66K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 49 | $2.77K | 0.00% | +8+19.5% | Added |
| EFG International AG | 50 | $2.83K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 69 | $3.91K | 0.00% | +56+430.8% | Added |
| STRS Ohio | 91 | $5.15K | 0.00% | −10−9.9% | Reduced |
| Jones Financial Companies LLLP | 100 | $5.45K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 127 | $7.19K | 0.01% | +127 | New |
| Wells Fargo & Company | 176 | $9.94K | 0.00% | −116−39.7% | Reduced |
| TSFG, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 213 | $12.1K | 0.00% | +116+119.6% | Added |
| Sunbelt Securities, Inc. | 243 | $13.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 255 | $14.4K | 0.00% | +255 | New |
| CWM, LLC | 313 | $17.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 319 | $18.1K | 0.00% | +277+659.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 385 | $21.8K | 0.00% | −41−9.6% | Reduced |
| First Command Advisory Services, Inc. | 429 | $24.3K | 0.00% | +429 | New |
| Advisory Services Network, LLC | 465 | $26.3K | 0.00% | +465 | New |
| EverSource Wealth Advisors, LLC | 540 | $30.6K | 0.00% | +279+106.9% | Added |
| SBI Securities Co., Ltd. | 664 | $37.6K | 0.00% | −2−0.3% | Reduced |
| Banque Cantonale Vaudoise | 834 | $47.0K | 0.00% | −88−9.5% | Reduced |
| Basecamp Wealth Advisors LLC | 976 | $55.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,073 | $60.8K | 0.00% | +1,054+5,547.4% | Added |
| Atlas Capital Advisors LLC | 1,313 | $74.4K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,510 | $85.5K | 0.01% | −1,312−46.5% | Reduced |
| TD Private Client Wealth LLC | 1,732 | $98.1K | 0.00% | +1,732 | New |
| Rhumbline Advisers | 1,949 | $110.4K | 0.00% | +5+0.3% | Added |
| JPMorgan Chase & Co | 2,145 | $117.3K | 0.00% | −230,550−99.1% | Reduced |
| Signaturefd, LLC | 2,220 | $125.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,327 | $132.0K | 0.00% | +77+3.4% | Added |
| Parallel Advisors, LLC | 2,744 | $155.4K | 0.00% | +59+2.2% | Added |
| Group One Trading, L.P. | 3,535 | $200.2K | 0.01% | −32,306−90.1% | Reduced |
| Walleye Trading LLC | 3,551 | $201.1K | 0.00% | −31,234−89.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,687 | $208.8K | 0.00% | +3,687 | New |
| CenterBook Partners LP | 3,742 | $211.9K | 0.01% | +3,742 | New |
| CI Private Wealth, LLC | 3,853 | $214.9K | 0.00% | +3,853 | New |
| The PNC Financial Services Group, Inc. | 3,872 | $219.3K | 0.00% | +500+14.8% | Added |
| Persistent Asset Partners Ltd | 3,956 | $224.0K | 0.09% | −7,869−66.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,989 | $225.9K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,008 | $227.0K | 0.00% | −33−0.8% | Reduced |
| Long Corridor Asset Management Ltd | 4,074 | $230.7K | 0.06% | +4,074 | New |
| Hantz Financial Services, Inc. | 4,436 | $251.0K | 0.00% | −409−8.4% | Reduced |
| Engineers Gate Manager LP | 4,799 | $271.8K | 0.00% | +4,799 | New |
| Jane Street Group, LLC | 5,141 | $291.1K | 0.00% | −26,932−84.0% | Reduced |
| Crossmark Global Holdings, Inc. | 5,178 | $293.2K | 0.00% | +5,178 | New |
| Mirae Asset Global Investments Co., Ltd. | 5,210 | $295.0K | 0.00% | −17,316−76.9% | Reduced |
| Assetmark, Inc | 5,701 | $322.8K | 0.00% | +5,574+4,389.0% | Added |
| Skopos Labs, Inc. | 5,804 | $328.7K | 0.01% | +617+11.9% | Added |
| KBC Group NV | 5,814 | $329.0K | 0.00% | +1,743+42.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,891 | $333.6K | 0.01% | +5,891 | New |
| Ieq Capital, LLC | 5,943 | $336.5K | 0.00% | +1,183+24.9% | Added |
| Old Mission Capital LLC | 6,197 | $350.9K | 0.01% | −737−10.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,311 | $357.4K | 0.00% | +675+12.0% | Added |
| Quadrant Capital Group LLC | 6,530 | $369.8K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,555 | $371.2K | 0.02% | +6,555 | New |
| Vident Advisory, LLC | 6,568 | $372.0K | 0.00% | +629+10.6% | Added |
| West Family Investments, Inc. | 6,854 | $388.1K | 0.14% | −103−1.5% | Reduced |
| JustInvest LLC | 6,957 | $394.0K | 0.00% | +145+2.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $396.4K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 7,193 | $407.3K | 0.02% | +7,193 | New |
| DekaBank Deutsche Girozentrale | 8,000 | $445.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9,469 | $538.8K | 0.00% | +318+3.5% | Added |
| Prescott Group Capital Management, L.L.C. | 10,000 | $566.3K | 0.06% | 00.0% | Unchanged |
| Simplex Trading, LLC | 10,072 | $570.4K | 0.02% | +10,072 | New |
| Mount Yale Investment Advisors, LLC | 10,554 | $597.7K | 0.01% | +10,554 | New |
| Schonfeld Strategic Advisors LLC | 10,587 | $599.5K | 0.00% | +5,661+114.9% | Added |
| Ameriprise Financial Inc | 11,887 | $673.2K | 0.00% | +177+1.5% | Added |
| HighVista Strategies LLC | 12,317 | $697.5K | 0.19% | −500−3.9% | Reduced |
| Gsa Capital Partners LLP | 12,332 | $698.0K | 0.04% | −5,470−30.7% | Reduced |
| GTS Securities LLC | 12,970 | $734.5K | 0.03% | +12,970 | New |
| B. Metzler seel. Sohn & Co. AG | 14,314 | $810.6K | 0.01% | +14,314 | New |
| PCM Encore, LLC | 14,601 | $826.9K | 0.17% | +37+0.3% | Added |
| Quantbot Technologies LP | 14,628 | $828.4K | 0.03% | +13,009+803.5% | Added |
| BlueCrest Capital Management Ltd | 15,800 | $894.8K | 0.08% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 16,143 | $914.0K | 0.03% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 16,998 | $962.6K | 0.02% | +619+3.8% | Added |
| XTX Topco Ltd | 17,778 | $1.01M | 0.02% | +4,114+30.1% | Added |
| Collaborative Fund Advisors, LLC | 19,539 | $1.11M | 0.68% | +19,539 | New |
| Profund Advisors LLC | 20,040 | $1.13M | 0.04% | +95+0.5% | Added |
| American Century Companies Inc | 20,579 | $1.17M | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 20,727 | $1.17M | 0.00% | +20,727 | New |