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, Q3 2024
Institutional positions in New Jersey Resources Corp as of Sep 30, 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
- 363
- +32 vs. Q2 2024
- Shares held
- 72.8M
- +18.0M (+32.9%) vs. Q2 2024
- Total value
- $3.43B
- +$1.09B (+46.6%) vs. Q2 2024
- New holders
- 57
- 140 more added
- Sold out
- 25
- 107 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding New Jersey Resources Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Claris Advisors, LLC | 6 | $283 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 7 | $330 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $378 | 0.00% | +8 | New |
| Quarry LP | 13 | $614 | 0.00% | −95−88.0% | Reduced |
| Larson Financial Group LLC | 17 | $802 | 0.00% | +6+54.5% | Added |
| Riverview Trust Co | 18 | $850 | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $944 | 0.00% | +2+11.1% | Added |
| Plato Investment Management Ltd | 21 | $990 | 0.00% | −34−61.8% | Reduced |
| SJS Investment Consulting Inc. | 21 | $992 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 24 | $1.00K | 0.00% | +24 | New |
| Global Retirement Partners, LLC | 33 | $1.56K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.89K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 42 | $1.98K | 0.00% | 00.0% | Unchanged |
| City State Bank | 64 | $3.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $3.26K | 0.00% | −12−14.8% | Reduced |
| JFS Wealth Advisors, LLC | 73 | $3.45K | 0.00% | +3+4.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $3.54K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 105 | $4.00K | 0.00% | +105 | New |
| Ronald Blue Trust, Inc. | 101 | $4.32K | 0.00% | +88+676.9% | Added |
| C M Bidwell & Associates Ltd | 99 | $4.67K | 0.00% | +99 | New |
| Cape Investment Advisory, Inc. | 101 | $4.76K | 0.00% | +1+1.0% | Added |
| Rothschild Investment LLC | 105 | $4.96K | 0.00% | +55+110.0% | Added |
| Hantz Financial Services, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 124 | $5.85K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 134 | $6.33K | 0.00% | −283−67.9% | Reduced |
| Private Wealth Management Group, LLC | 158 | $7.46K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 172 | $8.12K | 0.00% | +13+8.2% | Added |
| Key Financial Inc | 195 | $9.20K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $9.44K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 201 | $9.49K | 0.00% | +201 | New |
| Colonial Trust Co | 207 | $9.77K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 234 | $11.0K | 0.01% | −229−49.5% | Reduced |
| Massmutual Trust Co FSB | 241 | $11.4K | 0.00% | −81−25.2% | Reduced |
| Capital Performance Advisors LLP | 250 | $11.8K | 0.00% | +250 | New |
| Planning Capital Management Corp | 269 | $12.7K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 300 | $14.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $14.2K | 0.00% | +300 | New |
| Headlands Technologies LLC | 309 | $14.6K | 0.00% | −1,896−86.0% | Reduced |
| Valley National Advisers Inc | 321 | $15.0K | 0.00% | −15−4.5% | Reduced |
| Atticus Wealth Management, LLC | 320 | $15.1K | 0.00% | −10−3.0% | Reduced |
| Byrne Asset Management LLC | 325 | $15.3K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 338 | $16.0K | 0.00% | +338 | New |
| Godsey & Gibb Associates | 351 | $16.6K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 366 | $17.0K | 0.00% | +366 | New |
| FNY Investment Advisers, LLC | 400 | $18.0K | 0.01% | +400 | New |
| Manchester Capital Management LLC | 394 | $18.6K | 0.00% | +104+35.9% | Added |
| FinTrust Capital Advisors, LLC | 400 | $18.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 400 | $18.9K | 0.00% | +400 | New |
| Bessemer Group Inc | 403 | $19.0K | 0.00% | +120+42.4% | Added |
| Motco | 465 | $21.9K | 0.00% | −115−19.8% | Reduced |
| Parallel Advisors, LLC | 466 | $22.0K | 0.00% | +2+0.4% | Added |
| Asset Dedication, LLC | 492 | $23.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 494 | $23.3K | 0.00% | +381+337.2% | Added |
| PFS Partners, LLC | 500 | $23.6K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 505 | $24.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 519 | $24.5K | 0.00% | +43+9.0% | Added |
| Smartleaf Asset Management LLC | 547 | $25.7K | 0.00% | +64+13.3% | Added |
| Rise Advisors, LLC | 567 | $26.8K | 0.01% | +5+0.9% | Added |
| FSA Wealth Management LLC | 574 | $27.1K | 0.01% | +574 | New |
| V-Square Quantitative Management LLC | 581 | $27.4K | 0.00% | +581 | New |
| CIBC Private Wealth Group, LLC | 626 | $29.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 641 | $30.3K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 700 | $33.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 786 | $37.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 820 | $38.7K | 0.00% | +277+51.0% | Added |
| Parkside Financial Bank & Trust | 836 | $39.5K | 0.01% | +32+4.0% | Added |
| Nomura Asset Management Co Ltd | 840 | $39.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 900 | $42.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 979 | $46.2K | 0.00% | +62+6.8% | Added |
| Jones Financial Companies LLLP | 1,052 | $49.4K | 0.00% | +646+159.1% | Added |
| Van Eck Associates Corp | 1,111 | $52.0K | 0.00% | +1,111 | New |
| Farther Finance Advisors, LLC | 1,125 | $53.1K | 0.00% | −19−1.7% | Reduced |
| Fifth Third Bancorp | 1,149 | $54.2K | 0.00% | +167+17.0% | Added |
| IFP Advisors, Inc | 1,199 | $56.6K | 0.00% | −36−2.9% | Reduced |
| Spirit of America Management Corp | 1,200 | $56.6K | 0.01% | +700+140.0% | Added |
| First Personal Financial Services | 1,208 | $57.0K | 0.01% | −241−16.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,418 | $67.0K | 0.01% | +2+0.1% | Added |
| Allworth Financial LP | 1,451 | $68.5K | 0.00% | +27+1.9% | Added |
| Ci Investments Inc. | 1,464 | $69.0K | 0.00% | +157+12.0% | Added |
| Public Employees Retirement System of Ohio | 1,573 | $74.2K | 0.00% | +29+1.9% | Added |
| Signaturefd, LLC | 1,848 | $87.2K | 0.00% | +64+3.6% | Added |
| GAMMA Investing LLC | 1,851 | $87.4K | 0.01% | +637+52.5% | Added |
| Huntington National Bank | 2,136 | $100.8K | 0.00% | +128+6.4% | Added |
| Bullock Wealth Management Group | 2,394 | $112.2K | 0.07% | +14+0.6% | Added |
| Point72 (DIFC) Ltd | 2,435 | $114.9K | 0.01% | +2,435 | New |
| US Bancorp | 2,445 | $115.4K | 0.00% | −27−1.1% | Reduced |
| KBC Group NV | 2,535 | $120.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,649 | $125.0K | 0.01% | +2,649 | New |
| Shell Asset Management Co | 2,844 | $134.0K | 0.01% | +2,844 | New |
| CWM, LLC | 2,860 | $135.0K | 0.00% | +602+26.7% | Added |
| Point72 Hong Kong Ltd | 2,992 | $141.2K | 0.01% | +2,992 | New |
| Sound Income Strategies, LLC | 3,795 | $179.1K | 0.01% | +37+1.0% | Added |
| nVerses Capital, LLC | 3,800 | $179.4K | 0.08% | +3,800 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 3,824 | $180.5K | 0.03% | +3,167+482.0% | Added |
| Virtus ETF Advisers LLC | 3,879 | $183.1K | 0.09% | −436−10.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,998 | $188.7K | 0.00% | −21,658−84.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,140 | $195.0K | 0.09% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 4,248 | $200.5K | 0.14% | +41+1.0% | Added |
| Atlas Private Wealth Advisors | 4,292 | $202.5K | 0.03% | +4,292 | New |