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 |
|---|---|---|---|---|---|
| Godsey & Gibb Associates | 351 | $15.1K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 330 | $14.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 336 | $14.0K | 0.00% | −305−47.6% | Reduced |
| Byrne Asset Management LLC | 325 | $13.9K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 300 | $12.9K | 0.00% | +300 | New |
| Planning Capital Management Corp | 269 | $11.5K | 0.01% | +25+10.2% | Added |
| Covestor Ltd | 233 | $10.0K | 0.01% | −8−3.3% | Reduced |
| Anchor Investment Management, LLC | 200 | $8.58K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 195 | $8.37K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 184 | $7.88K | 0.00% | +39+26.9% | Added |
| Colonial Trust Co | 177 | $7.32K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 170 | $7.00K | 0.00% | −1−0.6% | Reduced |
| Massmutual Trust Co FSB | 132 | $5.66K | 0.00% | +8+6.5% | Added |
| Private Trust Co NA | 120 | $5.15K | 0.00% | +120 | New |
| Cape Investment Advisory, Inc. | 99 | $4.25K | 0.00% | +1+1.0% | Added |
| Hantz Financial Services, Inc. | 100 | $4.00K | 0.00% | −31−23.7% | Reduced |
| Bell Investment Advisors, Inc | 81 | $3.48K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 75 | $3.22K | 0.00% | +16+27.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $3.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 72 | $3.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $3.00K | 0.00% | −3−4.1% | Reduced |
| Smithfield Trust Co | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 55 | $2.36K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 51 | $2.19K | 0.00% | +51 | New |
| Iron Horse Wealth Management, LLC | 42 | $1.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.72K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 32 | $1.37K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 24 | $1.03K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $902 | 0.00% | −4−16.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $601 | 0.00% | −2−12.5% | Reduced |
| Rothschild Investment LLC | 10 | $429 | 0.00% | +10 | New |
| Versant Capital Management, Inc | 7 | $300 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4 | $171 | 0.00% | +4 | New |
| Johnson Financial Group, Inc. | 0 | $113 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $43 | 0.00% | +1 | New |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −154,506−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −42,929−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −15,072−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,647−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,476−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,397−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −6,722−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −6,596−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −6,541−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −5,984−100.0% | Sold out |
| Trueblood Wealth Management, LLC | 0 | $0 | 0.00% | −5,684−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −4,985−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −4,960−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −4,910−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −4,652−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −4,640−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −1,421−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −592−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Neo Ivy Capital Management | – | – | – | – | Not filed |