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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.

Institutional holdersQ4 2022: 315 institutions
Q1 2021: 269 institutionsQ2 2021: 265 institutionsQ3 2021: 257 institutionsQ4 2021: 278 institutionsQ1 2022: 298 institutionsQ2 2022: 285 institutionsQ3 2022: 287 institutionsQ4 2022: 315 institutionsQ1 2023: 322 institutionsQ2 2023: 342 institutionsQ3 2023: 322 institutionsQ4 2023: 322 institutionsQ1 2024: 337 institutionsQ2 2024: 333 institutionsQ3 2024: 363 institutionsQ4 2024: 394 institutionsQ1 2025: 402 institutionsQ2 2025: 397 institutionsQ3 2025: 410 institutionsQ4 2025: 415 institutionsQ1 2026: 439 institutionsQ2 2026: 460 institutions
Value heldQ4 2022: $3.62B
Q1 2021: $2.75BQ2 2021: $2.72BQ3 2021: $2.33BQ4 2021: $2.84BQ1 2022: $3.20BQ2 2022: $3.20BQ3 2022: $2.80BQ4 2022: $3.62BQ1 2023: $3.93BQ2 2023: $3.41BQ3 2023: $2.87BQ4 2023: $3.13BQ1 2024: $3.07BQ2 2024: $3.06BQ3 2024: $3.43BQ4 2024: $3.47BQ1 2025: $3.71BQ2 2025: $3.42BQ3 2025: $3.64BQ4 2025: $3.56BQ1 2026: $4.18BQ2 2026: $4.52B
Institutions holding NJR and their total value by quarter
QuarterHoldersValue
Q2 2026460$4.52B
Q1 2026439$4.18B
Q4 2025415$3.56B
Q3 2025410$3.64B
Q2 2025397$3.42B
Q1 2025402$3.71B
Q4 2024394$3.47B
Q3 2024363$3.43B
Q2 2024333$3.06B
Q1 2024337$3.07B
Q4 2023322$3.13B
Q3 2023322$2.87B
Q2 2023342$3.41B
Q1 2023322$3.93B
Q4 2022315$3.62B
Q3 2022287$2.80B
Q2 2022285$3.20B
Q1 2022298$3.20B
Q4 2021278$2.84B
Q3 2021257$2.33B
Q2 2021265$2.72B
Q1 2021269$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.

Institutions holding NJR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Baird Financial Group, Inc.5,764$286.0K0.00%+5,764New
Meridian Wealth Partners, LLC5,778$286.7K0.07%+143+2.5%Added
Measured Wealth Private Client Group, LLC5,877$291.6K0.12%+5,877New
Truist Financial Corp5,899$292.7K0.00%+18+0.3%Added
Sovereign Financial Group, Inc.5,900$292.8K0.12%00.0%Unchanged
Metropolitan Life Insurance Co5,948$295.1K0.01%+75+1.3%Added
Mackenzie Financial Corp5,985$297.0K0.00%−1,129−15.9%Reduced
Affinia Financial Group, LLC5,869$299.1K0.25%−4−0.1%Reduced
Keybank National Association6,130$304.2K0.00%+27+0.4%Added
Aberdeen Wealth Management LLC6,294$312.3K0.24%00.0%Unchanged
Sheets Smith Wealth Management6,300$312.6K0.05%00.0%Unchanged
Belpointe Asset Management LLC6,454$320.2K0.02%+70+1.1%Added
Kestra Advisory Services, LLC6,569$326.0K0.00%+6,569New
Laidlaw Wealth Management LLC7,012$347.9K0.07%−274−3.8%Reduced
Trexquant Investment LP7,036$349.1K0.01%−6,770−49.0%Reduced
C2C Wealth Management, LLC7,424$365.6K0.06%00.0%Unchanged
Perigon Wealth Management, LLC7,678$381.0K0.02%+7,678New
National Wealth Management Group, LLC7,937$393.8K0.47%+7,937New
National Asset Management, Inc.8,077$403.9K0.01%+520+6.9%Added
Bleakley Financial Group, LLC8,481$420.8K0.02%+8,481New
Cambridge Investment Research Advisors, Inc.8,727$433.0K0.00%+8,727New
Crossmark Global Holdings, Inc.8,746$434.0K0.01%−174−2.0%Reduced
Securian Asset Management, Inc8,765$434.9K0.01%00.0%Unchanged
Strategy Asset Managers LLC8,801$437.0K0.11%+34+0.4%Added
Northwestern Mutual Investment Management Company, LLC8,905$441.9K0.01%−4,992−35.9%Reduced
J.W. Cole Advisors, Inc.9,007$446.9K0.03%−389−4.1%Reduced
Douglass Winthrop Advisors, LLC9,000$447.0K0.01%00.0%Unchanged
Moody National Bank Trust Division9,264$460.0K0.04%−772−7.7%Reduced
Profund Advisors LLC9,545$473.6K0.03%−497−4.9%Reduced
Claro Advisors LLC9,773$484.9K0.16%+2,661+37.4%Added
Amundi9,593$487.9K0.00%−755−7.3%Reduced
Wedbush Securities Inc9,852$489.0K0.03%−13−0.1%Reduced
Empirical Asset Management, LLC9,861$489.3K0.52%+47+0.5%Added
Fiduciary Trust Co10,000$496.2K0.01%00.0%Unchanged
PDT Partners, LLC10,061$499.2K0.08%−32,603−76.4%Reduced
United Services Automobile Association10,276$510.0K0.01%00.0%Unchanged
Neo Ivy Capital Management10,578$525.0K0.36%+10,578New
Beacon Pointe Advisors, LLC10,804$536.1K0.01%+10,804New
Bryn Mawr Trust Co10,848$538.0K0.02%00.0%Unchanged
Greenland Capital Management LP11,250$558.2K0.10%+11,250New
Great Lakes Advisors, LLC11,420$566.7K0.03%−62−0.5%Reduced
Jump Financial, LLC11,693$580.2K0.03%+11,693New
HighTower Advisors, LLC11,650$586.0K0.00%+2,736+30.7%Added
State of Wisconsin Investment Board11,995$595.2K0.00%−5,927−33.1%Reduced
Citigroup Inc12,007$595.8K0.00%−10,159−45.8%Reduced
Two Sigma Investments, LP12,200$605.4K0.00%+12,200New
Krane Funds Advisors LLC12,493$620.0K0.03%+560+4.7%Added
Public Employees Retirement Association of Colorado12,584$624.0K0.00%00.0%Unchanged
Envestnet Asset Management Inc12,638$627.1K0.00%−1,863−12.8%Reduced
Smallwood Wealth Investment Management, LLC12,672$628.8K0.53%+10+0.1%Added
Creative Planning12,686$629.5K0.00%+90+0.7%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main13,351$662.5K0.00%00.0%Unchanged
State of Alaska, Department of Revenue13,469$668.0K0.01%+120+0.9%Added
Putnam Investments LLC13,526$671.2K0.00%−7−0.1%Reduced
Avantax Advisory Services, Inc.13,676$678.6K0.01%+153+1.1%Added
Exchange Traded Concepts, LLC13,944$691.9K0.02%+380+2.8%Added
Gabelli Funds LLC14,000$694.7K0.01%00.0%Unchanged
ICW Investment Advisors LLC14,563$722.6K0.43%+120+0.8%Added
Advisor Group Holdings, Inc.14,746$731.3K0.00%−1,043−6.6%Reduced
AE Wealth Management LLC14,895$739.1K0.01%+203+1.4%Added
Xponance, Inc.14,965$742.6K0.01%−10.0%Reduced
New Mexico Educational Retirement Board15,100$749.0K0.04%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)15,289$758.6K0.00%+2,508+19.6%Added
Teachers Retirement System of the State of Kentucky15,431$765.0K0.01%+1,800+13.2%Added
Captrust Financial Advisors15,558$772.0K0.00%−109−0.7%Reduced
Janus Henderson Group PLC15,840$785.8K0.00%+2,399+17.8%Added
Arkadios Wealth Advisors16,061$796.9K0.11%−1,732−9.7%Reduced
Rockefeller Capital Management L.P.17,286$857.0K0.00%+16,105+1,363.7%Added
Peapack Gladstone Financial Corp17,350$861.0K0.02%+27+0.2%Added
Forefront Wealth Management Inc.17,855$886.0K1.19%+58+0.3%Added
Graham Capital Management, L.P.17,970$891.7K0.03%−3,119−14.8%Reduced
Walleye Capital LLC18,055$895.9K0.02%−24,839−57.9%Reduced
Guggenheim Capital LLC18,183$902.2K0.01%−11,228−38.2%Reduced
Qube Research & Technologies Ltd18,613$923.6K0.01%+1,335+7.7%Added
Mariner, LLC18,818$934.0K0.00%−2,075−9.9%Reduced
CI Private Wealth, LLC18,957$940.7K0.00%+18,957New
Allspring Global Investments Holdings, LLC19,438$964.5K0.00%+2,000+11.5%Added
Legacy Advisors, LLC19,299$965.1K0.18%−350−1.8%Reduced
Newport Capital Group, LLC19,563$970.7K0.97%−19,563−50.0%Reduced
STRS Ohio19,600$972.0K0.00%00.0%Unchanged
Ethic Inc.19,980$991.4K0.05%+4,314+27.5%Added
Russell Investments Group, Ltd.22,043$1.09M0.00%−2,441−10.0%Reduced
Farmers & Merchants Trust Co of Long Beach22,301$1.11M0.31%−105−0.5%Reduced
FineMark National Bank & Trust22,527$1.12M0.05%00.0%Unchanged
HRT Financial LP22,598$1.12M0.02%+22,598New
Jackson Creek Investment Advisors LLC22,787$1.13M0.50%+1,318+6.1%Added
US Bancorp22,884$1.14M0.00%−10,991−32.4%Reduced
Pinnacle Wealth Management Advisory Group, LLC22,915$1.14M0.17%00.0%Unchanged
Maryland State Retirement & Pension System23,272$1.15M0.03%+23,272New
Pacer Advisors, Inc.23,728$1.18M0.01%+23,728New
Steward Partners Investment Advisory, LLC24,256$1.20M0.02%−158−0.6%Reduced
State of Michigan Retirement System24,485$1.21M0.01%+200+0.8%Added
Ensign Peak Advisors, Inc24,997$1.24M0.00%−5,440−17.9%Reduced
Louisiana State Employees Retirement System25,800$1.28M0.04%+200+0.8%Added
Thrivent Financial for Lutherans25,807$1.28M0.00%+163+0.6%Added
SG Americas Securities, LLC26,829$1.33M0.02%+1,488+5.9%Added
Jennison Associates LLC27,148$1.35M0.00%+91+0.3%Added
Arizona State Retirement System27,153$1.35M0.01%+1,024+3.9%Added
DekaBank Deutsche Girozentrale27,166$1.36M0.00%00.0%Unchanged
Jacobi Capital Management LLC27,462$1.36M0.17%+63+0.2%Added