New Jersey Resources Corp
NJR- Exchange
- NYSE
- Industry
- Natural Gas Distribution
- SEC CIK
- 0000356309
In the last 90 days, New Jersey Resources Corp insiders filed 0 open-market purchases and 1 sale; 460 institutions reported holding it in 13F filings for Q2 2026, worth $4.52B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in New Jersey Resources Corp as of Dec 31, 2022. 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
- 315
- +33 vs. Q3 2022
- Shares held
- 73.0M
- +1.10M (+1.5%) vs. Q3 2022
- Total value
- $3.62B
- +$831.4M (+29.8%) vs. Q3 2022
- New holders
- 52
- 117 more added
- Sold out
- 19
- 94 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NJR 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 | 460 | $4.52B |
| Q1 2026 | 439 | $4.18B |
| Q4 2025 | 415 | $3.56B |
| Q3 2025 | 410 | $3.64B |
| Q2 2025 | 397 | $3.42B |
| Q1 2025 | 402 | $3.71B |
| Q4 2024 | 394 | $3.47B |
| Q3 2024 | 363 | $3.43B |
| Q2 2024 | 333 | $3.06B |
| Q1 2024 | 337 | $3.07B |
| Q4 2023 | 322 | $3.13B |
| Q3 2023 | 322 | $2.87B |
| Q2 2023 | 342 | $3.41B |
| Q1 2023 | 322 | $3.93B |
| Q4 2022 | 315 | $3.62B |
| Q3 2022 | 287 | $2.80B |
| Q2 2022 | 285 | $3.20B |
| Q1 2022 | 298 | $3.20B |
| Q4 2021 | 278 | $2.84B |
| Q3 2021 | 257 | $2.33B |
| Q2 2021 | 265 | $2.72B |
| Q1 2021 | 269 | $2.75B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding New Jersey Resources Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | +9 | New |
| Tfo-TDC, LLC | 1 | $42 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 50 | $266 | 0.00% | +50 | New |
| Versant Capital Management, Inc | 7 | $347 | 0.00% | −12−63.2% | Reduced |
| Proequities, Inc. | 10 | $500 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,740 | $533 | 0.00% | +2,832+35.8% | Added |
| Sutton Wealth Advisors Inc. | 12 | $595 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $992 | 0.00% | −2−9.1% | Reduced |
| Massmutual Trust Co FSB | 16 | $1.00K | 0.00% | −11−40.7% | Reduced |
| ClariVest Asset Management LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $1.14K | 0.00% | −13−36.1% | Reduced |
| AdvisorNet Financial, Inc | 23 | $1.14K | 0.00% | +23 | New |
| Global Retirement Partners, LLC | 28 | $1.39K | 0.00% | +28 | New |
| Caldwell Trust Co | 30 | $1.49K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 42 | $2.00K | 0.00% | +42 | New |
| Spire Wealth Management | 36 | $2.00K | 0.00% | +36 | New |
| Farmers & Merchants Investments Inc | 45 | $2.23K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 57 | $2.83K | 0.00% | −7−10.9% | Reduced |
| Manchester Capital Management LLC | 59 | $2.93K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 70 | $3.47K | 0.00% | +49+233.3% | Added |
| Hexagon Capital Partners LLC | 77 | $3.82K | 0.00% | −38−33.0% | Reduced |
| JFS Wealth Advisors, LLC | 79 | $3.92K | 0.00% | −11−12.2% | Reduced |
| Smithfield Trust Co | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $4.76K | 0.00% | +43+81.1% | Added |
| Bessemer Group Inc | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 121 | $6.00K | 0.00% | +82+210.3% | Added |
| Colonial Trust Co | 124 | $6.20K | 0.00% | +124 | New |
| Money Concepts Capital Corp | 139 | $6.90K | 0.00% | +139 | New |
| Hantz Financial Services, Inc. | 131 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 158 | $7.84K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 162 | $8.00K | 0.00% | +162 | New |
| Parallel Advisors, LLC | 164 | $8.17K | 0.00% | +8+5.1% | Added |
| Anchor Investment Management, LLC | 200 | $9.92K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 212 | $10.5K | 0.01% | +212 | New |
| Dark Forest Capital Management LP | 217 | $10.8K | 0.00% | +5+2.4% | Added |
| Glassman Wealth Services | 219 | $10.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 247 | $12.0K | 0.01% | −2−0.8% | Reduced |
| Lindbrook Capital, LLC | 281 | $13.9K | 0.00% | +124+79.0% | Added |
| Atticus Wealth Management, LLC | 330 | $16.4K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 351 | $17.4K | 0.00% | +351 | New |
| FNY Investment Advisers, LLC | 400 | $19.0K | 0.03% | +100+33.3% | Added |
| IFP Advisors, Inc | 450 | $20.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 414 | $20.5K | 0.00% | +56+15.6% | Added |
| Johnson Midwest Financial, LLC | 436 | $22.0K | 0.08% | +4+0.9% | Added |
| Byrne Asset Management LLC | 450 | $22.3K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 492 | $24.0K | 0.00% | +372+310.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 523 | $26.0K | 0.00% | −320−38.0% | Reduced |
| Concord Wealth Partners | 524 | $26.0K | 0.01% | +524 | New |
| Fifth Third Bancorp | 525 | $26.1K | 0.00% | +126+31.6% | Added |
| Valley National Advisers Inc | 641 | $32.0K | 0.01% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 658 | $32.6K | 0.01% | +658 | New |
| FinTrust Capital Advisors, LLC | 665 | $33.0K | 0.01% | 00.0% | Unchanged |
| Motco | 680 | $33.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 830 | $41.2K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 900 | $45.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 912 | $45.2K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 914 | $45.4K | 0.00% | +380+71.2% | Added |
| Tilia Fiduciary Partners, Inc. | 986 | $48.9K | 0.05% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,000 | $49.6K | 0.05% | −100−9.1% | Reduced |
| Quadrant Capital Group LLC | 1,088 | $54.0K | 0.01% | +412+60.9% | Added |
| SOA Wealth Advisors, LLC. | 1,100 | $54.6K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,197 | $59.0K | 0.00% | +1,197 | New |
| Cary Street Partner Investment Advisory LLC | 1,340 | $66.5K | 0.00% | +1,340 | New |
| Signaturefd, LLC | 1,381 | $68.5K | 0.00% | +233+20.3% | Added |
| First Personal Financial Services | 1,449 | $71.9K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,479 | $73.4K | 0.01% | +140+10.5% | Added |
| Newbridge Financial Services Group, Inc. | 1,550 | $76.9K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,542 | $78.6K | 0.03% | +1,542 | New |
| Benjamin F. Edwards & Company, Inc. | 1,640 | $81.0K | 0.00% | −112−6.4% | Reduced |
| Farther Finance Advisors, LLC | 1,773 | $88.0K | 0.03% | +1,773 | New |
| Benjamin Edwards Inc | 2,063 | $102.0K | 0.03% | +88+4.5% | Added |
| Ellevest, Inc. | 2,174 | $107.9K | 0.01% | −598−21.6% | Reduced |
| CWM, LLC | 2,316 | $115.0K | 0.00% | −643−21.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,660 | $132.0K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co | 2,737 | $135.8K | 0.00% | +2,737 | New |
| Kistler-Tiffany Companies, LLC | 2,900 | $143.9K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 3,469 | $172.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,861 | $192.0K | 0.01% | −7,104−64.8% | Reduced |
| Cim Investment Mangement Inc | 4,158 | $206.3K | 0.08% | +4,158 | New |
| BKD Wealth Advisors, LLC | 4,213 | $209.1K | 0.01% | +4,213 | New |
| Public Employees Retirement System of Ohio | 4,249 | $211.0K | 0.00% | −3,811−47.3% | Reduced |
| Main Street Financial Solutions, LLC | 4,337 | $215.0K | 0.03% | +4,337 | New |
| Alps Advisors Inc | 4,350 | $215.8K | 0.00% | +4,350 | New |
| International Assets Investment Management, LLC | 4,418 | $219.2K | 0.02% | +4,418 | New |
| Shell Asset Management Co | 4,430 | $220.0K | 0.01% | −913−17.1% | Reduced |
| Cable Hill Partners, LLC | 4,483 | $224.2K | 0.04% | +4,483 | New |
| GWM Advisors LLC | 18,811 | $229.2K | 0.01% | +7,579+67.5% | Added |
| Prospera Financial Services Inc | 4,738 | $235.1K | 0.01% | +4,738 | New |
| CWM Advisors, LLC | 4,746 | $235.5K | 0.03% | −615−11.5% | Reduced |
| BOS Asset Management, LLC | 4,750 | $235.7K | 0.21% | +4,750 | New |
| JustInvest LLC | 4,969 | $246.6K | 0.01% | +4,969 | New |
| Pearl River Capital, LLC | 4,990 | $247.6K | 0.04% | +4,990 | New |
| Bedel Financial Consulting, Inc. | 5,060 | $251.1K | 0.06% | +5,060 | New |
| Shelton Capital Management | 5,111 | $253.6K | 0.03% | +5,111 | New |
| Oppenheimer & Co Inc | 5,214 | $258.7K | 0.01% | +47+0.9% | Added |
| Cyrus J. Lawrence, LLC | 5,250 | $261.0K | 0.08% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,324 | $264.2K | 0.18% | +5,324 | New |
| Brinker Capital Investments, LLC | 5,394 | $267.6K | 0.01% | −3,243−37.5% | Reduced |
| Tiaa, FSB | 5,504 | $273.1K | 0.00% | −20−0.4% | Reduced |
| Ingalls & Snyder LLC | 5,715 | $284.0K | 0.02% | −200−3.4% | Reduced |