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 |
|---|---|---|---|---|---|
| Aberdeen Wealth Management LLC | 6,296 | $280.7K | 0.20% | +10.0% | Added |
| Sheets Smith Wealth Management | 6,300 | $280.9K | 0.04% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 6,338 | $283.0K | 0.00% | −3,488−35.5% | Reduced |
| Amundi | 6,433 | $283.2K | 0.00% | −754−10.5% | Reduced |
| New York Life Investment Management LLC | 6,541 | $291.6K | 0.00% | −152−2.3% | Reduced |
| Verition Fund Management LLC | 6,588 | $293.7K | 0.00% | −77,038−92.1% | Reduced |
| Laidlaw Wealth Management LLC | 6,596 | $294.0K | 0.11% | −391−5.6% | Reduced |
| Shore Point Advisors, LLC | 6,622 | $295.2K | 0.18% | +9+0.1% | Added |
| Capstone Investment Advisors, LLC | 6,722 | $299.7K | 0.01% | +6,722 | New |
| Aquatic Capital Management LLC | 6,800 | $303.0K | 0.01% | −4,700−40.9% | Reduced |
| Keystone Financial Planning, Inc. | 6,866 | $306.1K | 0.10% | +6,866 | New |
| Crossmark Global Holdings, Inc. | 7,211 | $321.0K | 0.01% | −737−9.3% | Reduced |
| Summit Financial, LLC | 7,155 | $322.0K | 0.02% | −237−3.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 7,399 | $329.5K | 0.00% | −743−9.1% | Reduced |
| C2C Wealth Management, LLC | 7,424 | $332.4K | 0.28% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 7,552 | $336.7K | 0.08% | +116+1.6% | Added |
| Oppenheimer & Co Inc | 7,631 | $340.2K | 0.01% | −3,720−32.8% | Reduced |
| Sawtooth Solutions, LLC | 7,975 | $355.5K | 0.01% | −52−0.6% | Reduced |
| Bleakley Financial Group, LLC | 7,975 | $355.5K | 0.01% | −52−0.6% | Reduced |
| Guggenheim Capital LLC | 7,985 | $356.0K | 0.00% | +7,985 | New |
| Fox Run Management, L.L.C. | 8,052 | $359.0K | 0.09% | +8,052 | New |
| Allspring Global Investments Holdings, LLC | 8,074 | $359.9K | 0.00% | −3,277−28.9% | Reduced |
| Perigon Wealth Management, LLC | 8,095 | $360.9K | 0.01% | +228+2.9% | Added |
| Securian Asset Management, Inc | 8,163 | $363.9K | 0.01% | −100−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,193 | $365.3K | 0.00% | −1,339−14.0% | Reduced |
| Chartist Inc | 8,480 | $378.0K | 0.25% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,655 | $385.8K | 0.04% | +1,100+14.6% | Added |
| STRS Ohio | 8,900 | $396.0K | 0.00% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 9,000 | $401.2K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 9,027 | $402.5K | 0.00% | +1,825+25.3% | Added |
| Wedbush Securities Inc | 9,030 | $403.0K | 0.02% | −2,602−22.4% | Reduced |
| Avantax Advisory Services, Inc. | 9,102 | $405.8K | 0.00% | −2,352−20.5% | Reduced |
| Pathstone Holdings, LLC | 9,214 | $412.4K | 0.00% | +9,214 | New |
| Mercer Global Advisors Inc | 9,489 | $423.0K | 0.00% | +1,135+13.6% | Added |
| Fiduciary Trust Co | 10,000 | $445.8K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 10,098 | $450.2K | 0.37% | +81+0.8% | Added |
| Private Advisor Group, LLC | 10,163 | $453.0K | 0.00% | +997+10.9% | Added |
| National Asset Management, Inc. | 10,397 | $465.8K | 0.01% | +10,397 | New |
| Prudential Financial Inc | 10,516 | $468.8K | 0.00% | −2,397−18.6% | Reduced |
| State of Alaska, Department of Revenue | 10,536 | $469.0K | 0.01% | −1,110−9.5% | Reduced |
| Federated Hermes, Inc. | 10,786 | $480.8K | 0.00% | −6,190−36.5% | Reduced |
| Great Lakes Advisors, LLC | 11,027 | $491.6K | 0.00% | +64+0.6% | Added |
| Prospera Financial Services Inc | 11,115 | $495.5K | 0.02% | +11,115 | New |
| Smallwood Wealth Investment Management, LLC | 11,186 | $498.7K | 0.41% | −1,158−9.4% | Reduced |
| Beacon Pointe Advisors, LLC | 11,201 | $499.3K | 0.01% | −1,051−8.6% | Reduced |
| Arkadios Wealth Advisors | 11,765 | $524.5K | 0.04% | +265+2.3% | Added |
| Natixis Advisors, L.P. | 11,926 | $531.0K | 0.00% | +1,126+10.4% | Added |
| JustInvest LLC | 12,080 | $538.5K | 0.01% | +6,165+104.2% | Added |
| Moody National Bank Trust Division | 12,260 | $546.6K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 12,584 | $561.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 12,842 | $572.5K | 0.00% | −142,817−91.7% | Reduced |
| Putnam Investments LLC | 12,920 | $576.0K | 0.00% | +421+3.4% | Added |
| Claro Advisors LLC | 13,137 | $585.6K | 0.13% | −419−3.1% | Reduced |
| Holocene Advisors, LP | 13,479 | $600.9K | 0.00% | +13,479 | New |
| Gabelli Funds LLC | 14,000 | $624.1K | 0.00% | 00.0% | Unchanged |
| Prudential PLC | 14,004 | $624.3K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 14,026 | $625.3K | 0.01% | +11+0.1% | Added |
| Centiva Capital, LP | 14,476 | $645.3K | 0.04% | +14,476 | New |
| Gsa Capital Partners LLP | 14,647 | $653.0K | 0.05% | +14,647 | New |
| American Century Companies Inc | 14,733 | $656.8K | 0.00% | −21,408−59.2% | Reduced |
| Pictet Asset Management Holding SA | 14,928 | $665.5K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 15,072 | $671.9K | 0.22% | +7,952+111.7% | Added |
| GWM Advisors LLC | 16,494 | $724.7K | 0.01% | +3,050+22.7% | Added |
| Teza Capital Management LLC | 16,594 | $739.8K | 0.12% | −11,136−40.2% | Reduced |
| ICW Investment Advisors LLC | 16,850 | $751.2K | 0.37% | +305+1.8% | Added |
| Alps Advisors Inc | 17,842 | $795.4K | 0.01% | +2,496+16.3% | Added |
| Legacy Advisors, LLC | 17,884 | $804.8K | 0.10% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 18,137 | $808.5K | 0.01% | +13,756+314.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 18,415 | $820.9K | 0.10% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 18,627 | $830.0K | 0.01% | +30+0.2% | Added |
| Envestnet Asset Management Inc | 18,815 | $838.8K | 0.00% | +5,238+38.6% | Added |
| Ellevest, Inc. | 18,926 | $843.7K | 0.06% | +3,055+19.2% | Added |
| Victory Capital Management Inc | 19,466 | $867.8K | 0.00% | −93,998−82.8% | Reduced |
| Creative Planning | 19,522 | $870.3K | 0.00% | +1,160+6.3% | Added |
| New Mexico Educational Retirement Board | 19,800 | $883.0K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 19,880 | $886.3K | 0.02% | +14,931+301.7% | Added |
| Wealthcare Advisory Partners LLC | 19,885 | $886.5K | 0.04% | +19,885 | New |
| Greenland Capital Management LP | 20,000 | $891.6K | 0.14% | −4,360−17.9% | Reduced |
| Captrust Financial Advisors | 20,271 | $903.7K | 0.00% | +4,444+28.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 20,351 | $907.2K | 0.05% | −154−0.8% | Reduced |
| Engineers Gate Manager LP | 20,362 | $907.7K | 0.03% | −25,407−55.5% | Reduced |
| Pacer Advisors, Inc. | 20,712 | $923.3K | 0.00% | +12,519+152.8% | Added |
| Jackson Creek Investment Advisors LLC | 20,979 | $935.0K | 0.36% | +20,979 | New |
| Advisor Group Holdings, Inc. | 21,449 | $956.6K | 0.00% | −7,273−25.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,528 | $959.7K | 0.01% | +1,771+9.0% | Added |
| Mariner, LLC | 21,666 | $965.9K | 0.00% | +1,578+7.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 21,705 | $967.6K | 0.03% | +67+0.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 22,301 | $994.2K | 0.26% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 22,402 | $998.7K | 0.04% | −125−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,729 | $1.01M | 0.00% | +2,384+11.7% | Added |
| ClariVest Asset Management LLC | 22,988 | $1.02M | 0.06% | +1,687+7.9% | Added |
| Russell Investments Group, Ltd. | 23,035 | $1.03M | 0.00% | +712+3.2% | Added |
| Pinnacle Associates Ltd | 23,221 | $1.04M | 0.02% | −260−1.1% | Reduced |
| State of Michigan Retirement System | 23,385 | $1.04M | 0.01% | +100+0.4% | Added |
| Icon Advisers Inc | 23,400 | $1.04M | 0.24% | −20,800−47.1% | Reduced |
| Citigroup Inc | 23,871 | $1.06M | 0.00% | −9,117−27.6% | Reduced |
| Agf Management Ltd | 23,925 | $1.07M | 0.01% | +9,399+64.7% | Added |
| Thrivent Financial for Lutherans | 24,548 | $1.09M | 0.00% | −57−0.2% | Reduced |
| HighTower Advisors, LLC | 26,445 | $1.18M | 0.00% | +2,333+9.7% | Added |
| Cox Capital Mgt LLC | 26,944 | $1.20M | 0.78% | +26,944 | New |