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 2023
Institutional positions in New Jersey Resources Corp as of Dec 31, 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
- +8 vs. Q3 2023
- Shares held
- 70.1M
- −162.3K (−0.2%) vs. Q3 2023
- Total value
- $3.13B
- +$258.5M (+9.0%) vs. Q3 2023
- New holders
- 42
- 116 more added
- Sold out
- 34
- 112 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding New Jersey Resources Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $312 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $714 | 0.00% | +16 | New |
| Denali Advisors LLC | 24 | $1.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $1.11K | 0.00% | +4+19.0% | Added |
| AdvisorNet Financial, Inc | 27 | $1.20K | 0.00% | +19+237.5% | Added |
| Global Retirement Partners, LLC | 32 | $1.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.78K | 0.00% | −1,000−96.2% | Reduced |
| Iron Horse Wealth Management, LLC | 42 | $1.87K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 55 | $2.45K | 0.00% | +55 | New |
| Manchester Capital Management LLC | 59 | $2.63K | 0.00% | −6−9.2% | Reduced |
| Smithfield Trust Co | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 70 | $3.12K | 0.01% | +70 | New |
| Private Wealth Management Group, LLC | 72 | $3.21K | 0.00% | +72 | New |
| JFS Wealth Advisors, LLC | 73 | $3.25K | 0.00% | −5−6.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $3.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 81 | $3.61K | 0.00% | +46+131.4% | Added |
| Quest Partners LLC | 96 | $4.28K | 0.00% | +96 | New |
| Cape Investment Advisory, Inc. | 98 | $4.37K | 0.00% | −22−18.3% | Reduced |
| Massmutual Trust Co FSB | 124 | $5.53K | 0.00% | −74−37.4% | Reduced |
| Ancora Advisors, LLC | 124 | $5.53K | 0.00% | +124 | New |
| Hantz Financial Services, Inc. | 131 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 145 | $6.46K | 0.00% | +58+66.7% | Added |
| Bessemer Group Inc | 171 | $7.00K | 0.00% | +64+59.8% | Added |
| Rockbridge Investment Management, LCC | 164 | $7.31K | 0.00% | +164 | New |
| Colonial Trust Co | 177 | $7.92K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 186 | $8.00K | 0.00% | +186 | New |
| Key Financial Inc | 195 | $8.69K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $8.92K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 219 | $9.76K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 244 | $10.9K | 0.01% | +244 | New |
| Covestor Ltd | 241 | $11.0K | 0.01% | +1+0.4% | Added |
| Lindbrook Capital, LLC | 283 | $12.6K | 0.00% | +115+68.5% | Added |
| EverSource Wealth Advisors, LLC | 288 | $12.8K | 0.00% | +180+166.7% | Added |
| Byrne Asset Management LLC | 325 | $14.5K | 0.01% | −125−27.8% | Reduced |
| Atticus Wealth Management, LLC | 330 | $14.7K | 0.01% | −84−20.3% | Reduced |
| Godsey & Gibb Associates | 351 | $15.6K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $17.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 393 | $17.5K | 0.00% | −74−15.8% | Reduced |
| FinTrust Capital Advisors, LLC | 400 | $17.8K | 0.00% | −265−39.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 440 | $19.6K | 0.00% | +40+10.0% | Added |
| Asset Dedication, LLC | 492 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 510 | $22.7K | 0.01% | +278+119.8% | Added |
| Nomura Asset Management Co Ltd | 560 | $25.0K | 0.00% | 00.0% | Unchanged |
| Motco | 580 | $25.9K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 574 | $26.0K | 0.01% | +574 | New |
| Fortitude Family Office, LLC | 592 | $26.4K | 0.02% | +592 | New |
| Valley National Advisers Inc | 641 | $28.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 653 | $29.1K | 0.01% | +653 | New |
| Headlands Technologies LLC | 699 | $31.2K | 0.01% | +699 | New |
| Heritage Wealth Advisors | 700 | $31.2K | 0.00% | +700 | New |
| Fifth Third Bancorp | 772 | $34.4K | 0.00% | −246−24.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 786 | $35.0K | 0.01% | +786 | New |
| GAMMA Investing LLC | 982 | $40.1K | 0.01% | +982 | New |
| PFS Partners, LLC | 1,000 | $44.6K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,045 | $46.6K | 0.00% | −2−0.2% | Reduced |
| Ci Investments Inc. | 1,051 | $47.0K | 0.00% | −173−14.1% | Reduced |
| SOA Wealth Advisors, LLC. | 1,100 | $49.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,240 | $55.3K | 0.03% | −251−16.8% | Reduced |
| Quadrant Capital Group LLC | 1,285 | $57.3K | 0.00% | +185+16.8% | Added |
| Public Employees Retirement System of Ohio | 1,324 | $59.0K | 0.00% | +36+2.8% | Added |
| Farther Finance Advisors, LLC | 1,402 | $62.5K | 0.00% | −167−10.6% | Reduced |
| Van Eck Associates Corp | 1,421 | $63.0K | 0.00% | −527−27.1% | Reduced |
| KBC Group NV | 1,431 | $64.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1,449 | $64.6K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,704 | $76.0K | 0.00% | −149−8.0% | Reduced |
| Benjamin Edwards Inc | 1,767 | $79.0K | 0.02% | +6+0.3% | Added |
| Vestcor Inc | 2,029 | $90.0K | 0.00% | −5,241−72.1% | Reduced |
| US Bancorp | 2,058 | $91.7K | 0.00% | −216−9.5% | Reduced |
| IFP Advisors, Inc | 2,058 | $91.8K | 0.00% | −41−2.0% | Reduced |
| CWM, LLC | 2,126 | $95.0K | 0.00% | −168−7.3% | Reduced |
| SG Americas Securities, LLC | 3,256 | $145.0K | 0.00% | −39,524−92.4% | Reduced |
| Shell Asset Management Co | 3,325 | $148.0K | 0.01% | −1,000−23.1% | Reduced |
| Neo Ivy Capital Management | 3,662 | $163.0K | 0.36% | +3,662 | New |
| Sound Income Strategies, LLC | 3,687 | $164.4K | 0.01% | +3,687 | New |
| Tiaa Trust, National Association | 4,640 | $206.9K | 0.00% | +4,640 | New |
| Equitable Holdings, Inc. | 4,652 | $207.4K | 0.00% | +4,652 | New |
| Virtus ETF Advisers LLC | 4,772 | $212.7K | 0.14% | +565+13.4% | Added |
| BOS Asset Management, LLC | 4,850 | $216.2K | 0.15% | −300−5.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,910 | $218.0K | 0.15% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,910 | $218.9K | 0.00% | −321−6.1% | Reduced |
| Krane Funds Advisors LLC | 4,960 | $221.1K | 0.01% | −6,476−56.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,989 | $222.0K | 0.00% | +37+0.7% | Added |
| Truist Financial Corp | 4,985 | $222.2K | 0.00% | +4,985 | New |
| Jump Financial, LLC | 5,000 | $222.9K | 0.01% | −7,245−59.2% | Reduced |
| Profund Advisors LLC | 5,072 | $226.1K | 0.01% | +5,072 | New |
| Pine Valley Investments Ltd Liability Co | 5,116 | $228.2K | 0.02% | +5,116 | New |
| MML Investors Services, LLC | 5,228 | $233.0K | 0.00% | −3,574−40.6% | Reduced |
| AE Wealth Management LLC | 5,833 | $242.3K | 0.00% | +223+4.0% | Added |
| Meridian Wealth Partners, LLC | 5,452 | $243.1K | 0.05% | −18−0.3% | Reduced |
| Metropolitan Life Insurance Co | 5,593 | $249.3K | 0.01% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 5,684 | $253.4K | 0.16% | +5,684 | New |
| Ingalls & Snyder LLC | 5,705 | $254.0K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 5,718 | $254.9K | 0.00% | +81+1.4% | Added |
| Bedel Financial Consulting, Inc. | 5,897 | $262.9K | 0.05% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 5,900 | $263.0K | 0.08% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 5,984 | $266.8K | 0.00% | +389+7.0% | Added |
| Mackenzie Financial Corp | 5,985 | $266.8K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,291 | $280.4K | 0.00% | −5,507−46.7% | Reduced |