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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, 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.

Institutional holdersQ4 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 heldQ4 2023: $3.13B
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, Q4 2023

Shares, value and share of portfolio for each institution holding New Jersey Resources Corp; share changes are against Q3 2023.

Institutions holding NJR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Allspring Global Investments Holdings, LLC8,074$359.9K0.00%−3,277−28.9%Reduced
Fox Run Management, L.L.C.8,052$359.0K0.09%+8,052New
Guggenheim Capital LLC7,985$356.0K0.00%+7,985New
Sawtooth Solutions, LLC7,975$355.5K0.01%−52−0.6%Reduced
Bleakley Financial Group, LLC7,975$355.5K0.01%−52−0.6%Reduced
Oppenheimer & Co Inc7,631$340.2K0.01%−3,720−32.8%Reduced
Strategy Asset Managers LLC7,552$336.7K0.08%+116+1.6%Added
C2C Wealth Management, LLC7,424$332.4K0.28%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp7,399$329.5K0.00%−743−9.1%Reduced
Summit Financial, LLC7,155$322.0K0.02%−237−3.2%Reduced
Crossmark Global Holdings, Inc.7,211$321.0K0.01%−737−9.3%Reduced
Keystone Financial Planning, Inc.6,866$306.1K0.10%+6,866New
Aquatic Capital Management LLC6,800$303.0K0.01%−4,700−40.9%Reduced
Capstone Investment Advisors, LLC6,722$299.7K0.01%+6,722New
Shore Point Advisors, LLC6,622$295.2K0.18%+9+0.1%Added
Laidlaw Wealth Management LLC6,596$294.0K0.11%−391−5.6%Reduced
Verition Fund Management LLC6,588$293.7K0.00%−77,038−92.1%Reduced
New York Life Investment Management LLC6,541$291.6K0.00%−152−2.3%Reduced
Amundi6,433$283.2K0.00%−754−10.5%Reduced
DekaBank Deutsche Girozentrale6,338$283.0K0.00%−3,488−35.5%Reduced
Sheets Smith Wealth Management6,300$280.9K0.04%00.0%Unchanged
Aberdeen Wealth Management LLC6,296$280.7K0.20%+10.0%Added
Kestra Advisory Services, LLC6,291$280.4K0.00%−5,507−46.7%Reduced
Mackenzie Financial Corp5,985$266.8K0.00%00.0%Unchanged
QRG Capital Management, Inc.5,984$266.8K0.00%+389+7.0%Added
Sovereign Financial Group, Inc.5,900$263.0K0.08%00.0%Unchanged
Bedel Financial Consulting, Inc.5,897$262.9K0.05%00.0%Unchanged
Keybank National Association5,718$254.9K0.00%+81+1.4%Added
Ingalls & Snyder LLC5,705$254.0K0.01%00.0%Unchanged
Trueblood Wealth Management, LLC5,684$253.4K0.16%+5,684New
Metropolitan Life Insurance Co5,593$249.3K0.01%00.0%Unchanged
Meridian Wealth Partners, LLC5,452$243.1K0.05%−18−0.3%Reduced
AE Wealth Management LLC5,833$242.3K0.00%+223+4.0%Added
MML Investors Services, LLC5,228$233.0K0.00%−3,574−40.6%Reduced
Pine Valley Investments Ltd Liability Co5,116$228.2K0.02%+5,116New
Profund Advisors LLC5,072$226.1K0.01%+5,072New
Jump Financial, LLC5,000$222.9K0.01%−7,245−59.2%Reduced
Truist Financial Corp4,985$222.2K0.00%+4,985New
Cambridge Investment Research Advisors, Inc.4,989$222.0K0.00%+37+0.7%Added
Krane Funds Advisors LLC4,960$221.1K0.01%−6,476−56.6%Reduced
Baird Financial Group, Inc.4,910$218.9K0.00%−321−6.1%Reduced
Hazlett, Burt & Watson, Inc.4,910$218.0K0.15%00.0%Unchanged
BOS Asset Management, LLC4,850$216.2K0.15%−300−5.8%Reduced
Virtus ETF Advisers LLC4,772$212.7K0.14%+565+13.4%Added
Equitable Holdings, Inc.4,652$207.4K0.00%+4,652New
Tiaa Trust, National Association4,640$206.9K0.00%+4,640New
Sound Income Strategies, LLC3,687$164.4K0.01%+3,687New
Neo Ivy Capital Management3,662$163.0K0.36%+3,662New
Shell Asset Management Co3,325$148.0K0.01%−1,000−23.1%Reduced
SG Americas Securities, LLC3,256$145.0K0.00%−39,524−92.4%Reduced
CWM, LLC2,126$95.0K0.00%−168−7.3%Reduced
IFP Advisors, Inc2,058$91.8K0.00%−41−2.0%Reduced
US Bancorp2,058$91.7K0.00%−216−9.5%Reduced
Vestcor Inc2,029$90.0K0.00%−5,241−72.1%Reduced
Benjamin Edwards Inc1,767$79.0K0.02%+6+0.3%Added
Signaturefd, LLC1,704$76.0K0.00%−149−8.0%Reduced
First Personal Financial Services1,449$64.6K0.02%00.0%Unchanged
KBC Group NV1,431$64.0K0.00%00.0%Unchanged
Van Eck Associates Corp1,421$63.0K0.00%−527−27.1%Reduced
Farther Finance Advisors, LLC1,402$62.5K0.00%−167−10.6%Reduced
Public Employees Retirement System of Ohio1,324$59.0K0.00%+36+2.8%Added
Quadrant Capital Group LLC1,285$57.3K0.00%+185+16.8%Added
Newbridge Financial Services Group, Inc.1,240$55.3K0.03%−251−16.8%Reduced
SOA Wealth Advisors, LLC.1,100$49.0K0.01%00.0%Unchanged
Ci Investments Inc.1,051$47.0K0.00%−173−14.1%Reduced
Allworth Financial LP1,045$46.6K0.00%−2−0.2%Reduced
PFS Partners, LLC1,000$44.6K0.03%00.0%Unchanged
GAMMA Investing LLC982$40.1K0.01%+982New
Brown, Lisle/Cummings, Inc.786$35.0K0.01%+786New
Fifth Third Bancorp772$34.4K0.00%−246−24.2%Reduced
Heritage Wealth Advisors700$31.2K0.00%+700New
Headlands Technologies LLC699$31.2K0.01%+699New
Parkside Financial Bank & Trust653$29.1K0.01%+653New
Valley National Advisers Inc641$28.0K0.00%00.0%Unchanged
Fortitude Family Office, LLC592$26.4K0.02%+592New
FSA Wealth Management LLC574$26.0K0.01%+574New
Motco580$25.9K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd560$25.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC510$22.7K0.01%+278+119.8%Added
Asset Dedication, LLC492$22.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co440$19.6K0.00%+40+10.0%Added
FinTrust Capital Advisors, LLC400$17.8K0.00%−265−39.8%Reduced
Parallel Advisors, LLC393$17.5K0.00%−74−15.8%Reduced
FNY Investment Advisers, LLC400$17.0K0.02%00.0%Unchanged
Godsey & Gibb Associates351$15.6K0.00%00.0%Unchanged
Atticus Wealth Management, LLC330$14.7K0.01%−84−20.3%Reduced
Byrne Asset Management LLC325$14.5K0.01%−125−27.8%Reduced
EverSource Wealth Advisors, LLC288$12.8K0.00%+180+166.7%Added
Lindbrook Capital, LLC283$12.6K0.00%+115+68.5%Added
Covestor Ltd241$11.0K0.01%+1+0.4%Added
Planning Capital Management Corp244$10.9K0.01%+244New
Glassman Wealth Services219$9.76K0.00%00.0%Unchanged
Anchor Investment Management, LLC200$8.92K0.00%00.0%Unchanged
Key Financial Inc195$8.69K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.186$8.00K0.00%+186New
Colonial Trust Co177$7.92K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC164$7.31K0.00%+164New
Bessemer Group Inc171$7.00K0.00%+64+59.8%Added
SRS Capital Advisors, Inc.145$6.46K0.00%+58+66.7%Added
Hantz Financial Services, Inc.131$6.00K0.00%00.0%Unchanged