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, Q2 2023
Institutional positions in New Jersey Resources Corp as of Jun 30, 2023. 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
- 342
- +21 vs. Q1 2023
- Shares held
- 72.2M
- −1.56M (−2.1%) vs. Q1 2023
- Total value
- $3.41B
- −$518.1M (−13.2%) vs. Q1 2023
- New holders
- 50
- 108 more added
- Sold out
- 29
- 128 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding New Jersey Resources Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 414 | $19.5K | 0.01% | +84+25.5% | Added |
| FNY Investment Advisers, LLC | 400 | $18.0K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 351 | $16.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 275 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 265 | $12.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 244 | $12.0K | 0.01% | −2−0.8% | Reduced |
| Massmutual Trust Co FSB | 234 | $11.0K | 0.00% | +56+31.5% | Added |
| Parallel Advisors, LLC | 226 | $10.7K | 0.00% | +35+18.3% | Added |
| Glassman Wealth Services | 219 | $10.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $9.44K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 195 | $9.20K | 0.00% | +195 | New |
| V-Square Quantitative Management LLC | 172 | $8.12K | 0.01% | +172 | New |
| Benjamin F. Edwards & Company, Inc. | 162 | $8.00K | 0.00% | −871−84.3% | Reduced |
| Bessemer Group Inc | 162 | $8.00K | 0.00% | +80+97.6% | Added |
| Hantz Financial Services, Inc. | 131 | $6.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 126 | $5.95K | 0.00% | +2+1.6% | Added |
| SRS Capital Advisors, Inc. | 119 | $5.63K | 0.00% | −57−32.4% | Reduced |
| Cape Investment Advisory, Inc. | 119 | $5.61K | 0.00% | +1+0.8% | Added |
| Bell Investment Advisors, Inc | 89 | $4.20K | 0.00% | −56−38.6% | Reduced |
| Smithfield Trust Co | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $3.54K | 0.00% | −11−12.8% | Reduced |
| Huntington National Bank | 67 | $3.16K | 0.00% | +67 | New |
| Tradition Wealth Management, LLC | 66 | $3.00K | 0.00% | +66 | New |
| City State Bank | 64 | $3.00K | 0.00% | +64 | New |
| Global Retirement Partners, LLC | 60 | $2.83K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 59 | $2.79K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 54 | $2.55K | 0.00% | −91−62.8% | Reduced |
| Allianz Asset Management GmbH | 45,590 | $2.15K | 0.00% | +45,590 | New |
| Dividend Assets Capital, LLC | 47 | $2.00K | 0.00% | +47 | New |
| Iron Horse Wealth Management, LLC | 42 | $1.98K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.89K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 27 | $1.28K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $1.23K | 0.00% | −1−3.7% | Reduced |
| Disciplined Investments, LLC | 20 | $944 | 0.00% | −2−9.1% | Reduced |
| Proequities, Inc. | 19 | $904 | 0.00% | +9+90.0% | Added |
| SJS Investment Consulting Inc. | 19 | $897 | 0.00% | −8−29.6% | Reduced |
| Hexagon Capital Partners LLC | 17 | $802 | 0.00% | −23−57.5% | Reduced |
| Versant Capital Management, Inc | 7 | $330 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 47 | $243 | 0.00% | +47 | New |
| Tfo-TDC, LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $0 | 0.00% | −7−63.6% | Reduced |
| Financial Management Professionals, Inc. | 6 | $0 | 0.00% | +6 | New |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −89,969−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −88,122−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −63,046−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −37,308−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −32,468−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −29,307−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −15,014−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,495−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −6,151−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −5,760−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −5,336−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −5,336−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −5,324−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,213−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −3,912−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −3,838−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −3,469−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,813−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −528−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Baldrige Asset Management LLC | – | – | – | – | Not filed |