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 |
|---|---|---|---|---|---|
| Princeton Global Asset Management LLC | 641 | $30.3K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 626 | $29.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 581 | $27.4K | 0.00% | +581 | New |
| FSA Wealth Management LLC | 574 | $27.1K | 0.01% | +574 | New |
| Rise Advisors, LLC | 567 | $26.8K | 0.01% | +5+0.9% | Added |
| Smartleaf Asset Management LLC | 547 | $25.7K | 0.00% | +64+13.3% | Added |
| Hexagon Capital Partners LLC | 519 | $24.5K | 0.00% | +43+9.0% | Added |
| CBIZ Investment Advisory Services, LLC | 505 | $24.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $23.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 494 | $23.3K | 0.00% | +381+337.2% | Added |
| Asset Dedication, LLC | 492 | $23.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 466 | $22.0K | 0.00% | +2+0.4% | Added |
| Motco | 465 | $21.9K | 0.00% | −115−19.8% | Reduced |
| Bessemer Group Inc | 403 | $19.0K | 0.00% | +120+42.4% | Added |
| FinTrust Capital Advisors, LLC | 400 | $18.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 400 | $18.9K | 0.00% | +400 | New |
| Manchester Capital Management LLC | 394 | $18.6K | 0.00% | +104+35.9% | Added |
| FNY Investment Advisers, LLC | 400 | $18.0K | 0.01% | +400 | New |
| Harbor Capital Advisors, Inc. | 366 | $17.0K | 0.00% | +366 | New |
| Godsey & Gibb Associates | 351 | $16.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 338 | $16.0K | 0.00% | +338 | New |
| Byrne Asset Management LLC | 325 | $15.3K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 320 | $15.1K | 0.00% | −10−3.0% | Reduced |
| Valley National Advisers Inc | 321 | $15.0K | 0.00% | −15−4.5% | Reduced |
| Headlands Technologies LLC | 309 | $14.6K | 0.00% | −1,896−86.0% | Reduced |
| Tompkins Financial Corp | 300 | $14.2K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $14.2K | 0.00% | +300 | New |
| Planning Capital Management Corp | 269 | $12.7K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 250 | $11.8K | 0.00% | +250 | New |
| Massmutual Trust Co FSB | 241 | $11.4K | 0.00% | −81−25.2% | Reduced |
| Covestor Ltd | 234 | $11.0K | 0.01% | −229−49.5% | Reduced |
| Colonial Trust Co | 207 | $9.77K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 201 | $9.49K | 0.00% | +201 | New |
| Anchor Investment Management, LLC | 200 | $9.44K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 195 | $9.20K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 172 | $8.12K | 0.00% | +13+8.2% | Added |
| Private Wealth Management Group, LLC | 158 | $7.46K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 134 | $6.33K | 0.00% | −283−67.9% | Reduced |
| Ancora Advisors, LLC | 124 | $5.85K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 105 | $4.96K | 0.00% | +55+110.0% | Added |
| Cape Investment Advisory, Inc. | 101 | $4.76K | 0.00% | +1+1.0% | Added |
| C M Bidwell & Associates Ltd | 99 | $4.67K | 0.00% | +99 | New |
| Ronald Blue Trust, Inc. | 101 | $4.32K | 0.00% | +88+676.9% | Added |
| Smithfield Trust Co | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 105 | $4.00K | 0.00% | +105 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $3.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $3.45K | 0.00% | +3+4.3% | Added |
| Bell Investment Advisors, Inc | 69 | $3.26K | 0.00% | −12−14.8% | Reduced |
| City State Bank | 64 | $3.02K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 42 | $1.98K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.89K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 33 | $1.56K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 24 | $1.00K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 21 | $992 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 21 | $990 | 0.00% | −34−61.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $944 | 0.00% | +2+11.1% | Added |
| Riverview Trust Co | 18 | $850 | 0.00% | +18 | New |
| Larson Financial Group LLC | 17 | $802 | 0.00% | +6+54.5% | Added |
| Quarry LP | 13 | $614 | 0.00% | −95−88.0% | Reduced |
| Bruce G. Allen Investments, LLC | 8 | $378 | 0.00% | +8 | New |
| Versant Capital Management, Inc | 7 | $330 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $283 | 0.00% | +6 | New |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −875,590−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −51,956−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −51,100−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −42,191−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −30,540−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −29,877−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −24,292−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −23,425−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −11,204−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,629−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −10,390−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,479−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,631−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −6,463−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −5,686−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,370−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −4,965−100.0% | Sold out |
| NCM Capital Management, LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −3,123−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,195−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |