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 2026
Institutional positions in New Oriental Education & Technology Group Inc. as of Jun 30, 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
- 168
- −7 vs. Q1 2026
- Shares held
- 48.6M
- −2.72M (−5.3%) vs. Q1 2026
- Total value
- $2.24B
- −$661.4M (−22.8%) vs. Q1 2026
- New holders
- 27
- 51 more added
- Sold out
- 34
- 65 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3 | $138 | 0.00% | +2+200.0% | Added |
| Raffa Wealth Management, LLC | 4 | $184 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 6 | $275 | 0.00% | +4+200.0% | Added |
| Synergy Investment Management, LLC | 9 | $527 | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 12 | $551 | 0.00% | +12 | New |
| Northwestern Mutual Wealth Management Co | 13 | $597 | 0.00% | −56−81.2% | Reduced |
| Golden State Wealth Management, LLC | 16 | $735 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $735 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 19 | $883 | 0.00% | −28−59.6% | Reduced |
| Cornerstone Financial Management LLC | 22 | $1.01K | 0.00% | +22 | New |
| North Star Investment Management Corp. | 26 | $1.19K | 0.00% | +26 | New |
| Ronald Blue Trust, Inc. | 29 | $1.33K | 0.00% | −16−35.6% | Reduced |
| Clean Yield Group | 36 | $1.65K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 36 | $1.65K | 0.00% | +11+44.0% | Added |
| Smartleaf Asset Management LLC | 36 | $1.66K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 47 | $2.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $2.20K | 0.00% | +19+65.5% | Added |
| EFG International AG | 50 | $2.30K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 58 | $2.66K | 0.00% | +9+18.4% | Added |
| Larson Financial Group LLC | 61 | $2.80K | 0.00% | +33+117.9% | Added |
| Action Point Financial Planning, LLC | 76 | $3.44K | 0.00% | +76 | New |
| STRS Ohio | 87 | $3.99K | 0.00% | −4−4.4% | Reduced |
| Jones Financial Companies LLLP | 100 | $4.63K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 109 | $5.00K | 0.00% | +70+179.5% | Added |
| Private Trust Co NA | 114 | $5.23K | 0.00% | −141−55.3% | Reduced |
| ZRC Wealth Management, LLC | 141 | $6.47K | 0.00% | +141 | New |
| Advisor Group Holdings, Inc. | 158 | $7.29K | 0.00% | +128+426.7% | Added |
| TSFG, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 211 | $9.69K | 0.00% | +211 | New |
| Wells Fargo & Company | 246 | $11.3K | 0.00% | +70+39.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 259 | $11.9K | 0.00% | −126−32.7% | Reduced |
| Clearstead Advisors, LLC | 274 | $12.6K | 0.00% | +274 | New |
| Rockefeller Capital Management L.P. | 319 | $14.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 326 | $15.0K | 0.00% | −214−39.6% | Reduced |
| Farther Finance Advisors, LLC | 533 | $24.5K | 0.00% | +320+150.2% | Added |
| SBI Securities Co., Ltd. | 664 | $30.5K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 955 | $43.8K | 0.01% | −21−2.2% | Reduced |
| Pictet Asset Management Holding SA | 1,223 | $56.1K | 0.00% | +1,223 | New |
| First Command Advisory Services, Inc. | 1,290 | $59.2K | 0.00% | +861+200.7% | Added |
| Atlas Capital Advisors LLC | 1,313 | $60.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,317 | $60.5K | 0.00% | +1,317 | New |
| TD Private Client Wealth LLC | 1,375 | $63.1K | 0.00% | −357−20.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,424 | $65.0K | 0.00% | +1,424 | New |
| Royal Bank of Canada | 1,578 | $73.0K | 0.00% | −749−32.2% | Reduced |
| Rhumbline Advisers | 2,004 | $92.0K | 0.00% | +55+2.8% | Added |
| Signaturefd, LLC | 2,214 | $101.6K | 0.00% | −6−0.3% | Reduced |
| Leonteq Securities AG | 2,473 | $113.5K | 0.01% | +963+63.8% | Added |
| Hantz Financial Services, Inc. | 2,515 | $115.0K | 0.00% | −1,921−43.3% | Reduced |
| KBC Group NV | 2,689 | $123.0K | 0.00% | −3,125−53.7% | Reduced |
| Quantbot Technologies LP | 2,753 | $126.4K | 0.00% | −11,875−81.2% | Reduced |
| Parallel Advisors, LLC | 2,851 | $130.9K | 0.00% | +107+3.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,598 | $165.2K | 0.00% | −1,612−30.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,666 | $168.3K | 0.00% | −206−5.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 3,676 | $168.8K | 0.02% | +3,667+40,744.4% | Added |
| Persistent Asset Partners Ltd | 3,737 | $171.6K | 0.05% | −219−5.5% | Reduced |
| Nuveen, LLC | 4,897 | $224.8K | 0.00% | +4,897 | New |
| Assetmark, Inc | 5,097 | $234.0K | 0.00% | −604−10.6% | Reduced |
| Jane Street Group, LLC | 5,145 | $236.2K | 0.00% | +4+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 5,465 | $250.9K | 0.00% | −846−13.4% | Reduced |
| Colony Group, LLC | 5,993 | $275.1K | 0.00% | +5,993 | New |
| Abn Amro Investment Solutions | 6,100 | $280.1K | 0.00% | +6,100 | New |
| Vise Technologies, Inc. | 6,120 | $281.0K | 0.00% | +6,120 | New |
| Quadrant Capital Group LLC | 6,530 | $299.8K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,833 | $313.7K | 0.08% | +6,833 | New |
| Russell Investments Group, Ltd. | 6,931 | $318.2K | 0.00% | +6,924+98,914.3% | Added |
| West Family Investments, Inc. | 6,989 | $320.9K | 0.09% | +135+2.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,000 | $321.4K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 7,479 | $343.4K | 0.00% | +7,479 | New |
| Vident Advisory, LLC | 7,736 | $355.1K | 0.00% | +1,168+17.8% | Added |
| Winton Group Ltd | 8,200 | $376.5K | 0.01% | +8,200 | New |
| Mount Yale Investment Advisors, LLC | 8,524 | $391.4K | 0.01% | −2,030−19.2% | Reduced |
| TD Waterhouse Canada Inc. | 8,930 | $425.4K | 0.00% | −539−5.7% | Reduced |
| Balyasny Asset Management LLC | 9,296 | $426.8K | 0.00% | −177,073−95.0% | Reduced |
| DekaBank Deutsche Girozentrale | 8,000 | $436.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 9,575 | $439.6K | 0.00% | +2,618+37.6% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,000 | $459.1K | 0.07% | −17,400−63.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 10,000 | $459.1K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 10,046 | $461.2K | 0.01% | −26−0.3% | Reduced |
| Collaborative Fund Advisors, LLC | 10,811 | $496.3K | 0.29% | −8,728−44.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,049 | $507.3K | 0.00% | +11,049 | New |
| Ameriprise Financial Inc | 11,630 | $533.9K | 0.00% | −257−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 12,746 | $585.2K | 0.00% | +12,746 | New |
| AQR Capital Management LLC | 12,801 | $587.7K | 0.00% | +12,801 | New |
| XY Capital Ltd | 13,620 | $625.3K | 0.72% | −34,250−71.5% | Reduced |
| Crossmark Global Holdings, Inc. | 13,947 | $640.3K | 0.01% | +8,769+169.4% | Added |
| PCM Encore, LLC | 14,600 | $670.3K | 0.12% | −10.0% | Reduced |
| LPL Financial LLC | 14,870 | $682.7K | 0.00% | −11,148−42.8% | Reduced |
| BlueCrest Capital Management Ltd | 15,800 | $725.4K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 15,869 | $728.5K | 0.01% | +1,555+10.9% | Added |
| DV Equities, LLC | 16,012 | $735.1K | 0.11% | +16,012 | New |
| Oversea-Chinese Banking CORP Ltd | 16,143 | $741.3K | 0.02% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 16,667 | $765.2K | 0.01% | −331−1.9% | Reduced |
| SG Americas Securities, LLC | 18,277 | $839.0K | 0.00% | −32,623−64.1% | Reduced |
| XTX Topco Ltd | 19,245 | $883.5K | 0.01% | +1,467+8.3% | Added |
| Profund Advisors LLC | 20,497 | $941.0K | 0.03% | +457+2.3% | Added |
| HighVista Strategies LLC | 20,537 | $942.9K | 0.21% | +8,220+66.7% | Added |
| American Century Companies Inc | 20,579 | $944.8K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 20,594 | $945.5K | 0.16% | −3,179−13.4% | Reduced |
| Jain Global LLC | 21,707 | $996.6K | 0.01% | +21,707 | New |