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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
JPMorgan Chase & Co488,632$19.9M0.00%−104,912−17.7%Reduced
Ameriprise Financial Inc661,454$26.9M0.01%−19,522−2.9%Reduced
Goldman Sachs Group Inc672,089$27.3M0.01%−32,550−4.6%Reduced
Nuveen Asset Management, LLC695,609$28.3M0.01%+174,914+33.6%Added
Wellington Management Group LLP727,541$29.6M0.01%−523,429−41.8%Reduced
Invesco Ltd.730,494$29.7M0.01%−216,788−22.9%Reduced
Massachusetts Financial Services Co845,060$34.3M0.01%−141,308−14.3%Reduced
Duff & Phelps Investment Management Co875,590$35.6M0.47%00.0%Unchanged
Millennium Management LLC952,042$38.7M0.04%+494,318+108.0%Added
ProShare Advisors LLC964,616$39.2M0.12%+171,336+21.6%Added
Charles Schwab Investment Management Inc1,076,809$43.8M0.01%+2,052+0.2%Added
Morgan Stanley1,133,001$46.0M0.00%+306,406+37.1%Added
Norges Bank1,167,982$47.5M0.01%+268,037+29.8%Added
Northern Trust Corp1,214,302$49.3M0.01%−24,755−2.0%Reduced
Bank of New York Mellon Corp1,453,065$59.0M0.01%+1,422+0.1%Added
First Trust Advisors LP1,578,697$64.1M0.08%−53,744−3.3%Reduced
Geode Capital Management, LLC2,020,792$82.1M0.01%+80,244+4.1%Added
Wells Fargo & Company2,586,592$105.1M0.03%−71,903−2.7%Reduced
Dimensional Fund Advisors LP2,658,331$108.0M0.04%−87,214−3.2%Reduced
State Street Corp5,397,962$221.6M0.01%−3,154,737−36.9%Reduced
Vanguard Group Inc11,564,868$469.9M0.01%+373,802+3.3%Added
BlackRock Inc.16,746,766$680.4M0.02%+418,832+2.6%Added
Proequities, Inc.0$00.00%−19−100.0%Sold out
Genus Capital Management Inc.0$00.00%−61,196−100.0%Sold out
Ergoteles LLC0$00.00%−54,125−100.0%Sold out
LMR Partners LLP0$00.00%−30,107−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−28,934−100.0%Sold out
Neo Ivy Capital Management0$00.00%−25,359−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−24,253−100.0%Sold out
Newport Capital Group, LLC0$00.00%−19,563−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−17,320−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−16,528−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−11,735−100.0%Sold out
XTX Topco Ltd0$00.00%−11,503−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−11,388−100.0%Sold out
FORA Capital, LLC0$00.00%−10,800−100.0%Sold out
National Asset Management, Inc.0$00.00%−8,784−100.0%Sold out
Horizon Investment Services, LLC0$00.00%−6,952−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−6,572−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−6,529−100.0%Sold out
Mezzasalma Advisors, LLC0$00.00%−6,446−100.0%Sold out
Measured Wealth Private Client Group, LLC0$00.00%−5,988−100.0%Sold out
Dorsey Wright & Associates0$00.00%−5,401−100.0%Sold out
Profund Advisors LLC0$00.00%−4,938−100.0%Sold out
Prospera Financial Services Inc0$00.00%−4,875−100.0%Sold out
Shelton Capital Management0$00.00%−4,867−100.0%Sold out
National Bank of Canada0$00.00%−4,837−100.0%Sold out
CWS Financial Advisors, LLC0$00.00%−4,727−100.0%Sold out
Equitable Holdings, Inc.0$00.00%−4,611−100.0%Sold out
Main Street Financial Solutions, LLC0$00.00%−4,388−100.0%Sold out
Atlas Private Wealth Advisors0$00.00%−4,360−100.0%Sold out
Cim Investment Mangement Inc0$00.00%−4,306−100.0%Sold out
Principle Wealth Partners LLC0$00.00%−4,300−100.0%Sold out
Cox Capital Mgt LLC0$00.00%−4,251−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−1,551−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−1,281−100.0%Sold out
West Tower Group, LLC0$00.00%−1,169−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−986−100.0%Sold out
Quarry LP0$00.00%−805−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−700−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−695−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−265−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−172−100.0%Sold out
Huntington National Bank0$00.00%−67−100.0%Sold out
Dividend Assets Capital, LLC0$00.00%−47−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−27−100.0%Sold out
Disciplined Investments, LLC0$00.00%−20−100.0%Sold out
Sofos Investments, Inc.0$00.00%−47−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−6−100.0%Sold out
Pictet Asset Management SA––––Not filed
Affinia Financial Group, LLC––––Not filed
Tiaa, FSB––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed