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 2024
Institutional positions in New Jersey Resources Corp as of Dec 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
- 394
- +37 vs. Q3 2024
- Shares held
- 74.3M
- +1.62M (+2.2%) vs. Q3 2024
- Total value
- $3.47B
- +$38.5M (+1.1%) vs. Q3 2024
- New holders
- 60
- 159 more added
- Sold out
- 23
- 107 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding New Jersey Resources Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +8 | New |
| Capital A Wealth Management, LLC | 2 | $93 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $140 | 0.00% | +3 | New |
| Assetmark, Inc | 6 | $280 | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 6 | $280 | 0.00% | +6 | New |
| Aventura Private Wealth, LLC | 14 | $653 | 0.00% | +14 | New |
| Cassady Schiller Wealth Management, LLC | 16 | $746 | 0.00% | +16 | New |
| Larson Financial Group LLC | 17 | $793 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 18 | $840 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $887 | 0.00% | −1−5.0% | Reduced |
| SJS Investment Consulting Inc. | 20 | $933 | 0.00% | −1−4.8% | Reduced |
| Plato Investment Management Ltd | 21 | $983 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 33 | $1.54K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 34 | $1.59K | 0.00% | −802−95.9% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.87K | 0.00% | 00.0% | Unchanged |
| City State Bank | 64 | $2.99K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $3.41K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $3.51K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 78 | $3.63K | 0.00% | +78 | New |
| Bell Investment Advisors, Inc | 79 | $3.69K | 0.00% | +10+14.5% | Added |
| MAI Capital Management | 83 | $3.87K | 0.00% | +83 | New |
| High Note Wealth, LLC | 95 | $4.43K | 0.00% | +95 | New |
| C M Bidwell & Associates Ltd | 99 | $4.62K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 102 | $4.75K | 0.00% | +1+1.0% | Added |
| Sierra Ocean, LLC | 106 | $4.95K | 0.00% | +106 | New |
| Hantz Financial Services, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 124 | $5.79K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 144 | $6.00K | 0.00% | +39+37.1% | Added |
| EverSource Wealth Advisors, LLC | 134 | $6.25K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 135 | $6.30K | 0.00% | +30+28.6% | Added |
| Headlands Technologies LLC | 138 | $6.44K | 0.00% | −171−55.3% | Reduced |
| Hillsdale Investment Management Inc. | 150 | $7.00K | 0.00% | +150 | New |
| Redwood Park Advisors LLC | 150 | $7.00K | 0.01% | +150 | New |
| Private Wealth Management Group, LLC | 158 | $7.37K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 170 | $7.93K | 0.00% | +170 | New |
| Lindbrook Capital, LLC | 172 | $8.02K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 195 | $9.10K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $9.33K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 201 | $9.38K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 215 | $10.0K | 0.00% | +114+112.9% | Added |
| Meeder Asset Management Inc | 218 | $10.2K | 0.00% | +218 | New |
| Covestor Ltd | 234 | $11.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 241 | $11.2K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 296 | $13.8K | 0.01% | +296 | New |
| Tompkins Financial Corp | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 300 | $14.0K | 0.00% | +300 | New |
| Valley National Advisers Inc | 321 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 320 | $14.9K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 320 | $14.9K | 0.02% | +320 | New |
| Byrne Asset Management LLC | 325 | $15.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 332 | $15.5K | 0.00% | +125+60.4% | Added |
| Godsey & Gibb Associates | 351 | $16.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 394 | $18.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 438 | $20.0K | 0.00% | +72+19.7% | Added |
| Motco | 465 | $21.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 492 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 491 | $23.0K | 0.00% | +88+21.8% | Added |
| Parallel Advisors, LLC | 497 | $23.2K | 0.00% | +31+6.7% | Added |
| PFS Partners, LLC | 500 | $23.3K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 505 | $23.8K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 490 | $25.3K | 0.02% | +490 | New |
| Rise Advisors, LLC | 572 | $26.7K | 0.01% | +5+0.9% | Added |
| FSA Wealth Management LLC | 574 | $26.8K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 581 | $27.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 591 | $27.6K | 0.01% | +72+13.9% | Added |
| Northwestern Mutual Wealth Management Co | 620 | $28.9K | 0.00% | −200−24.4% | Reduced |
| CIBC Private Wealth Group, LLC | 624 | $29.0K | 0.00% | −2−0.3% | Reduced |
| Princeton Global Asset Management LLC | 641 | $29.9K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 661 | $30.8K | 0.00% | +114+20.8% | Added |
| Versant Capital Management, Inc | 665 | $31.0K | 0.01% | +658+9,400.0% | Added |
| Heritage Wealth Advisors | 700 | $32.7K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 786 | $36.7K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 788 | $36.8K | 0.00% | −1,647−67.6% | Reduced |
| Umb Bank N A | 839 | $39.1K | 0.00% | +345+69.8% | Added |
| Nomura Asset Management Co Ltd | 840 | $39.2K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 900 | $42.0K | 0.00% | +900 | New |
| Fifth Third Bancorp | 944 | $44.0K | 0.00% | −205−17.8% | Reduced |
| Quadrant Capital Group LLC | 985 | $46.0K | 0.00% | +6+0.6% | Added |
| Farther Finance Advisors, LLC | 1,012 | $47.2K | 0.00% | −113−10.0% | Reduced |
| Van Eck Associates Corp | 1,032 | $48.0K | 0.00% | −79−7.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,035 | $48.3K | 0.00% | −383−27.0% | Reduced |
| Ameriflex Group, Inc. | 1,062 | $50.9K | 0.02% | +1,062 | New |
| Newbridge Financial Services Group, Inc. | 1,098 | $51.2K | 0.01% | +1,098 | New |
| Jones Financial Companies LLLP | 1,114 | $52.0K | 0.00% | +62+5.9% | Added |
| IFP Advisors, Inc | 1,222 | $57.0K | 0.00% | +23+1.9% | Added |
| Lazard Asset Management LLC | 1,523 | $71.0K | 0.00% | +1,499+6,245.8% | Added |
| Public Employees Retirement System of Ohio | 1,585 | $73.9K | 0.00% | +12+0.8% | Added |
| Signaturefd, LLC | 1,638 | $76.4K | 0.00% | −210−11.4% | Reduced |
| Quarry LP | 1,793 | $83.6K | 0.02% | +1,780+13,692.3% | Added |
| Stonebridge Financial Group, LLC | 1,845 | $86.1K | 0.01% | +1,845 | New |
| R Squared Ltd | 2,090 | $97.5K | 0.09% | +2,090 | New |
| GAMMA Investing LLC | 2,288 | $106.7K | 0.01% | +437+23.6% | Added |
| Bullock Wealth Management Group | 2,394 | $111.7K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,455 | $115.0K | 0.00% | +991+67.7% | Added |
| US Bancorp | 2,466 | $115.0K | 0.00% | +21+0.9% | Added |
| Atwood & Palmer Inc | 2,680 | $125.0K | 0.01% | +2,680 | New |
| Spirit of America Management Corp | 2,700 | $126.0K | 0.03% | +1,500+125.0% | Added |
| Sound Income Strategies, LLC | 2,803 | $130.8K | 0.01% | −992−26.1% | Reduced |
| Huntington National Bank | 2,811 | $131.1K | 0.00% | +675+31.6% | Added |