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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, Q3 2023

Institutional positions in New Jersey Resources Corp as of Sep 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
322
−16 vs. Q2 2023
Shares held
70.3M
−1.87M (−2.6%) vs. Q2 2023
Total value
$2.87B
−$540.4M (−15.8%) vs. Q2 2023
New holders
31
121 more added
Sold out
47
117 more reduced

4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 322 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 heldQ3 2023: $2.87B
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, Q3 2023

Shares, value and share of portfolio for each institution holding New Jersey Resources Corp; share changes are against Q2 2023.

Institutions holding NJR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Psagot Value Holdings Ltd. / (Israel)4$00.00%00.0%Unchanged
Avion Wealth13$00.00%+13New
Tfo-TDC, LLC1$470.00%00.0%Unchanged
Versant Capital Management, Inc7$2840.00%00.0%Unchanged
AdvisorNet Financial, Inc8$3250.00%−18−69.2%Reduced
LGT Financial Advisors LLC11$4470.00%+11New
SJS Investment Consulting Inc.21$8540.00%+2+10.5%Added
Denali Advisors LLC24$9750.00%+24New
Steward Financial Group LLC27$1.00K0.00%+27New
Global Retirement Partners, LLC32$1.29K0.00%−28−46.7%Reduced
Bell Investment Advisors, Inc35$1.42K0.00%−54−60.7%Reduced
Iron Horse Wealth Management, LLC42$1.71K0.00%00.0%Unchanged
Group One Trading, L.P.46$1.87K0.00%+46New
Manchester Capital Management LLC65$2.64K0.00%+6+10.2%Added
Smithfield Trust Co85$3.00K0.00%−5−5.6%Reduced
Tradition Wealth Management, LLC66$3.00K0.00%00.0%Unchanged
City State Bank64$3.00K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.75$3.05K0.00%+75New
JFS Wealth Advisors, LLC78$3.17K0.00%+3+4.0%Added
SRS Capital Advisors, Inc.87$3.54K0.00%−32−26.9%Reduced
Bessemer Group Inc107$4.00K0.00%−55−34.0%Reduced
EverSource Wealth Advisors, LLC108$4.39K0.00%+54+100.0%Added
Cape Investment Advisory, Inc.120$4.87K0.00%+1+0.8%Added
Hantz Financial Services, Inc.131$5.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC168$6.83K0.00%−107−38.9%Reduced
Benjamin F. Edwards & Company, Inc.162$7.00K0.00%00.0%Unchanged
Colonial Trust Co177$7.46K0.00%+51+40.5%Added
Key Financial Inc195$7.92K0.00%00.0%Unchanged
Massmutual Trust Co FSB198$8.04K0.00%−36−15.4%Reduced
Anchor Investment Management, LLC200$8.13K0.00%00.0%Unchanged
Glassman Wealth Services219$8.90K0.00%00.0%Unchanged
Hexagon Capital Partners LLC232$9.43K0.00%+215+1,264.7%Added
Covestor Ltd240$10.0K0.01%−4−1.6%Reduced
Godsey & Gibb Associates351$14.3K0.00%00.0%Unchanged
FNY Investment Advisers, LLC400$16.0K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co400$16.3K0.00%−77−16.1%Reduced
Atticus Wealth Management, LLC414$16.8K0.01%00.0%Unchanged
Byrne Asset Management LLC450$18.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC446$18.1K0.04%+3+0.7%Added
Parallel Advisors, LLC467$19.0K0.00%+241+106.6%Added
Asset Dedication, LLC492$20.0K0.00%−150−23.4%Reduced
Nomura Asset Management Co Ltd560$22.8K0.00%00.0%Unchanged
Motco580$23.6K0.00%00.0%Unchanged
Valley National Advisers Inc641$26.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC665$27.0K0.01%00.0%Unchanged
Intrepid Capital Management Inc906$36.8K0.03%00.0%Unchanged
Adirondack Trust Co912$37.1K0.02%00.0%Unchanged
PFS Partners, LLC1,000$40.6K0.04%00.0%Unchanged
Fifth Third Bancorp1,018$41.4K0.00%+412+68.0%Added
Farmers & Merchants Investments Inc1,040$42.3K0.00%+1,000+2,500.0%Added
Allworth Financial LP1,047$42.5K0.00%+25+2.4%Added
Quadrant Capital Group LLC1,100$44.7K0.00%−59−5.1%Reduced
SOA Wealth Advisors, LLC.1,100$44.7K0.01%00.0%Unchanged
Ci Investments Inc.1,224$50.0K0.00%−10−0.8%Reduced
Public Employees Retirement System of Ohio1,288$52.0K0.00%+2+0.2%Added
KBC Group NV1,431$58.0K0.00%−4,113−74.2%Reduced
First Personal Financial Services1,449$58.9K0.02%00.0%Unchanged
Newbridge Financial Services Group, Inc.1,491$60.6K0.03%+1+0.1%Added
Farther Finance Advisors, LLC1,569$63.7K0.01%+19+1.2%Added
Cary Street Partner Investment Advisory LLC1,620$65.8K0.00%−425−20.8%Reduced
Benjamin Edwards Inc1,761$72.0K0.02%−64−3.5%Reduced
Signaturefd, LLC1,853$75.3K0.00%+143+8.4%Added
Van Eck Associates Corp1,948$79.0K0.00%+1,948New
IFP Advisors, Inc2,099$85.3K0.00%+458+27.9%Added
US Bancorp2,274$92.4K0.00%−7,997−77.9%Reduced
CWM, LLC2,294$93.0K0.00%−234−9.3%Reduced
Virtus ETF Advisers LLC4,207$170.9K0.10%−128−3.0%Reduced
Shell Asset Management Co4,325$176.0K0.01%−65−1.5%Reduced
Tower Research Capital LLC (TRC)4,381$178.0K0.01%−818−15.7%Reduced
Hazlett, Burt & Watson, Inc.4,910$198.0K0.15%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.4,952$201.0K0.00%−45−0.9%Reduced
Gotham Asset Management, LLC4,949$201.1K0.00%+4,949New
BOS Asset Management, LLC5,150$209.2K0.15%00.0%Unchanged
Baird Financial Group, Inc.5,231$212.5K0.00%−10,085−65.8%Reduced
Cyrus J. Lawrence, LLC5,250$213.0K0.06%00.0%Unchanged
Meridian Wealth Partners, LLC5,470$222.2K0.05%−144−2.6%Reduced
Metropolitan Life Insurance Co5,593$227.2K0.01%+317+6.0%Added
QRG Capital Management, Inc.5,595$227.3K0.00%+5,595New
AE Wealth Management LLC5,610$227.9K0.00%−9,976−64.0%Reduced
Keybank National Association5,637$229.0K0.00%−17−0.3%Reduced
Ingalls & Snyder LLC5,705$232.0K0.01%00.0%Unchanged
Panagora Asset Management Inc5,799$235.6K0.00%−34,529−85.6%Reduced
Mackenzie Financial Corp5,985$238.8K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.5,897$239.6K0.05%00.0%Unchanged
Bedel Financial Consulting Inc5,897$239.6K0.05%+5,897New
Sovereign Financial Group, Inc.5,900$239.7K0.09%00.0%Unchanged
JustInvest LLC5,915$240.3K0.01%−736−11.1%Reduced
Quantamental Technologies LLC5,935$241.1K0.23%+5,935New
MQS Management LLC6,135$249.3K0.15%+786+14.7%Added
Aberdeen Wealth Management LLC6,295$255.8K0.19%00.0%Unchanged
Sheets Smith Wealth Management6,300$256.0K0.04%00.0%Unchanged
Belpointe Asset Management LLC6,503$264.2K0.03%+30+0.5%Added
Shore Point Advisors, LLC6,613$268.7K0.19%+7+0.1%Added
New York Life Investment Management LLC6,693$271.9K0.00%−1,054−13.6%Reduced
Laidlaw Wealth Management LLC6,987$283.9K0.09%−50−0.7%Reduced
Cipher Capital LP7,120$289.3K0.21%−5,944−45.5%Reduced
C2C Wealth Management, LLC7,424$291.3K0.04%00.0%Unchanged
SEI Investments Co7,202$292.6K0.00%+690+10.6%Added
Vestcor Inc7,270$295.0K0.01%+7,270New
Bayesian Capital Management, LP7,381$299.9K0.03%−3,600−32.8%Reduced