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, Q1 2024
Institutional positions in New Jersey Resources Corp as of Mar 31, 2024. 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
- 337
- +18 vs. Q4 2023
- Shares held
- 71.5M
- +1.49M (+2.1%) vs. Q4 2023
- Total value
- $3.07B
- −$52.2M (−1.7%) vs. Q4 2023
- New holders
- 45
- 128 more added
- Sold out
- 27
- 113 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding New Jersey Resources Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $43 | 0.00% | +1 | New |
| Johnson Financial Group, Inc. | 0 | $113 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 4 | $171 | 0.00% | +4 | New |
| Versant Capital Management, Inc | 7 | $300 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $429 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $601 | 0.00% | −2−12.5% | Reduced |
| SJS Investment Consulting Inc. | 21 | $902 | 0.00% | −4−16.0% | Reduced |
| Denali Advisors LLC | 24 | $1.03K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $1.37K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.72K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 42 | $1.80K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 51 | $2.19K | 0.00% | +51 | New |
| Plato Investment Management Ltd | 55 | $2.36K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $3.00K | 0.00% | −3−4.1% | Reduced |
| Private Wealth Management Group, LLC | 72 | $3.09K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $3.22K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 75 | $3.22K | 0.00% | +16+27.1% | Added |
| Bell Investment Advisors, Inc | 81 | $3.48K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 100 | $4.00K | 0.00% | −31−23.7% | Reduced |
| Cape Investment Advisory, Inc. | 99 | $4.25K | 0.00% | +1+1.0% | Added |
| Private Trust Co NA | 120 | $5.15K | 0.00% | +120 | New |
| Massmutual Trust Co FSB | 132 | $5.66K | 0.00% | +8+6.5% | Added |
| Bessemer Group Inc | 170 | $7.00K | 0.00% | −1−0.6% | Reduced |
| Colonial Trust Co | 177 | $7.32K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 184 | $7.88K | 0.00% | +39+26.9% | Added |
| Key Financial Inc | 195 | $8.37K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $8.58K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 233 | $10.0K | 0.01% | −8−3.3% | Reduced |
| Planning Capital Management Corp | 269 | $11.5K | 0.01% | +25+10.2% | Added |
| Tompkins Financial Corp | 300 | $12.9K | 0.00% | +300 | New |
| Byrne Asset Management LLC | 325 | $13.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 336 | $14.0K | 0.00% | −305−47.6% | Reduced |
| Atticus Wealth Management, LLC | 330 | $14.2K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 351 | $15.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 369 | $15.8K | 0.00% | −24−6.1% | Reduced |
| Hexagon Capital Partners LLC | 377 | $16.2K | 0.00% | −133−26.1% | Reduced |
| FNY Investment Advisers, LLC | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 400 | $17.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 395 | $17.3K | 0.00% | +107+37.2% | Added |
| Lindbrook Capital, LLC | 422 | $18.1K | 0.00% | +139+49.1% | Added |
| Northwestern Mutual Wealth Management Co | 480 | $20.6K | 0.00% | +40+9.1% | Added |
| Asset Dedication, LLC | 492 | $21.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $21.5K | 0.01% | −500−50.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 502 | $21.5K | 0.00% | +502 | New |
| CBIZ Investment Advisory Services, LLC | 505 | $21.9K | 0.00% | +505 | New |
| GAMMA Investing LLC | 553 | $23.7K | 0.00% | −429−43.7% | Reduced |
| Rise Advisors, LLC | 556 | $23.9K | 0.01% | +556 | New |
| FSA Wealth Management LLC | 574 | $24.6K | 0.01% | 00.0% | Unchanged |
| Motco | 580 | $24.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 626 | $26.7K | 0.00% | +626 | New |
| Princeton Global Asset Management LLC | 641 | $27.5K | 0.01% | +641 | New |
| Headlands Technologies LLC | 699 | $30.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 700 | $30.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 778 | $33.4K | 0.01% | +125+19.1% | Added |
| Brown, Lisle/Cummings, Inc. | 786 | $33.7K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 840 | $36.0K | 0.00% | +280+50.0% | Added |
| Fifth Third Bancorp | 870 | $37.3K | 0.00% | +98+12.7% | Added |
| Allworth Financial LP | 1,061 | $45.5K | 0.00% | +16+1.5% | Added |
| SOA Wealth Advisors, LLC. | 1,100 | $47.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,100 | $47.2K | 0.01% | +1,100 | New |
| Quadrant Capital Group LLC | 1,207 | $51.8K | 0.00% | −78−6.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,240 | $53.2K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,284 | $55.0K | 0.00% | +233+22.2% | Added |
| Farther Finance Advisors, LLC | 1,321 | $56.4K | 0.00% | −81−5.8% | Reduced |
| Public Employees Retirement System of Ohio | 1,416 | $60.8K | 0.00% | +92+6.9% | Added |
| First Personal Financial Services | 1,449 | $62.2K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,727 | $74.0K | 0.01% | −40−2.3% | Reduced |
| KBC Group NV | 1,868 | $80.0K | 0.00% | +437+30.5% | Added |
| IFP Advisors, Inc | 1,880 | $80.7K | 0.00% | −178−8.6% | Reduced |
| Signaturefd, LLC | 1,953 | $83.8K | 0.00% | +249+14.6% | Added |
| CWM, LLC | 2,038 | $87.0K | 0.00% | −88−4.1% | Reduced |
| Vestcor Inc | 2,029 | $87.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,246 | $96.4K | 0.00% | +188+9.1% | Added |
| Bullock Wealth Management Group | 2,352 | $100.4K | 0.07% | +2,352 | New |
| Tower Research Capital LLC (TRC) | 2,750 | $118.0K | 0.00% | −15,387−84.8% | Reduced |
| EntryPoint Capital, LLC | 2,923 | $125.4K | 0.11% | +2,923 | New |
| Shell Asset Management Co | 3,009 | $129.0K | 0.01% | −316−9.5% | Reduced |
| Sound Income Strategies, LLC | 3,722 | $159.7K | 0.01% | +35+0.9% | Added |
| Virtus ETF Advisers LLC | 4,048 | $173.7K | 0.09% | −724−15.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,073 | $174.8K | 0.05% | +4,073 | New |
| Hazlett, Burt & Watson, Inc. | 4,140 | $178.0K | 0.11% | −770−15.7% | Reduced |
| Sovereign Financial Group, Inc. | 4,795 | $205.8K | 0.05% | −1,105−18.7% | Reduced |
| nVerses Capital, LLC | 4,800 | $206.0K | 0.49% | +4,800 | New |
| Cambridge Investment Research Advisors, Inc. | 4,803 | $206.0K | 0.00% | −186−3.7% | Reduced |
| Mercer Global Advisors Inc | 4,819 | $207.0K | 0.00% | −4,670−49.2% | Reduced |
| BOS Asset Management, LLC | 4,850 | $208.1K | 0.11% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,971 | $213.3K | 0.01% | −101−2.0% | Reduced |
| Ambassador Advisors, LLC | 5,085 | $218.2K | 0.04% | +5,085 | New |
| Metropolitan Life Insurance Co | 5,105 | $219.1K | 0.01% | −488−8.7% | Reduced |
| Cyrus J. Lawrence, LLC | 5,250 | $225.0K | 0.05% | +5,250 | New |
| Campbell & CO Investment Adviser LLC | 5,290 | $227.0K | 0.02% | +5,290 | New |
| Oppenheimer & Co Inc | 5,314 | $228.0K | 0.00% | −2,317−30.4% | Reduced |
| AE Wealth Management LLC | 5,371 | $230.4K | 0.00% | −462−7.9% | Reduced |
| Meridian Wealth Partners, LLC | 5,452 | $233.9K | 0.04% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,455 | $234.1K | 0.05% | +5,455 | New |
| Pine Valley Investments Ltd Liability Co | 5,531 | $237.5K | 0.02% | +415+8.1% | Added |
| Ingalls & Snyder LLC | 5,671 | $243.0K | 0.01% | −34−0.6% | Reduced |