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 2025
Institutional positions in New Jersey Resources Corp as of Mar 31, 2025. 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
- 402
- +13 vs. Q4 2024
- Shares held
- 75.5M
- +1.74M (+2.4%) vs. Q4 2024
- Total value
- $3.71B
- +$262.9M (+7.6%) vs. Q4 2024
- New holders
- 56
- 165 more added
- Sold out
- 43
- 119 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding New Jersey Resources Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $50 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 3 | $147 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $148 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $197 | 0.00% | +4 | New |
| South State Corp. | 5 | $246 | 0.00% | +5 | New |
| Assetmark, Inc | 6 | $294 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 11 | $540 | 0.00% | +11 | New |
| Creative Financial Designs Inc | 13 | $638 | 0.00% | +13 | New |
| Aventura Private Wealth, LLC | 14 | $687 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $982 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $982 | 0.00% | +1+5.3% | Added |
| Global Financial Private Client, LLC | 21 | $1.03K | 0.00% | +15+250.0% | Added |
| Horizon Investments, LLC | 23 | $1.13K | 0.00% | +23 | New |
| Sandy Spring Bank | 25 | $1.23K | 0.00% | +25 | New |
| Stephens Consulting, LLC | 30 | $1.47K | 0.00% | +30 | New |
| High Note Wealth, LLC | 44 | $2.16K | 0.00% | −51−53.7% | Reduced |
| Financial Network Wealth Advisors LLC | 48 | $2.35K | 0.00% | +48 | New |
| Clearstead Advisors, LLC | 49 | $2.40K | 0.00% | +49 | New |
| Larson Financial Group LLC | 56 | $2.75K | 0.00% | +39+229.4% | Added |
| City State Bank | 64 | $3.14K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 68 | $3.34K | 0.00% | +28+70.0% | Added |
| Quarry LP | 72 | $3.53K | 0.00% | −1,721−96.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $3.68K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 81 | $3.97K | 0.00% | +8+11.0% | Added |
| Continuum Advisory, LLC | 81 | $3.97K | 0.00% | +81 | New |
| Smithfield Trust Co | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 94 | $4.61K | 0.00% | +15+19.0% | Added |
| Cape Investment Advisory, Inc. | 103 | $5.05K | 0.00% | +1+1.0% | Added |
| Sierra Ocean, LLC | 106 | $5.20K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 124 | $6.08K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 150 | $7.36K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 150 | $7.36K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 150 | $7.36K | 0.00% | +15+11.1% | Added |
| Private Wealth Management Group, LLC | 158 | $7.75K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 177 | $8.00K | 0.00% | +33+22.9% | Added |
| Hantz Financial Services, Inc. | 172 | $8.00K | 0.00% | +72+72.0% | Added |
| Anchor Investment Management, LLC | 200 | $9.81K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 201 | $9.86K | 0.00% | −131−39.5% | Reduced |
| Trust Co of Vermont | 201 | $9.86K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 202 | $10.0K | 0.00% | +181+861.9% | Added |
| Ronald Blue Trust, Inc. | 215 | $10.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 241 | $11.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 235 | $12.0K | 0.01% | +1+0.4% | Added |
| Parkside Financial Bank & Trust | 249 | $12.2K | 0.00% | +215+632.4% | Added |
| SRS Capital Advisors, Inc. | 276 | $13.5K | 0.00% | −759−73.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 298 | $14.6K | 0.00% | +298 | New |
| Tompkins Financial Corp | 300 | $14.7K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 321 | $15.0K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 320 | $15.7K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 320 | $15.7K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 322 | $15.8K | 0.01% | +322 | New |
| Byrne Asset Management LLC | 325 | $15.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 335 | $16.4K | 0.00% | +201+150.0% | Added |
| Motco | 350 | $17.2K | 0.00% | −115−24.7% | Reduced |
| Godsey & Gibb Associates | 351 | $17.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 356 | $17.5K | 0.01% | −216−37.8% | Reduced |
| Bessemer Group Inc | 366 | $18.0K | 0.00% | −125−25.5% | Reduced |
| FNY Investment Advisers, LLC | 400 | $19.0K | 0.01% | −10,000−96.2% | Reduced |
| Harbor Capital Advisors, Inc. | 396 | $19.0K | 0.00% | −42−9.6% | Reduced |
| Manchester Capital Management LLC | 390 | $19.1K | 0.00% | −4−1.0% | Reduced |
| Private Wealth Asset Management, LLC | 440 | $21.6K | 0.00% | +440 | New |
| Smartleaf Asset Management LLC | 470 | $23.2K | 0.00% | −191−28.9% | Reduced |
| Roxbury Financial LLC | 494 | $23.9K | 0.02% | +4+0.8% | Added |
| Asset Dedication, LLC | 492 | $24.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 500 | $24.5K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 505 | $25.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 574 | $28.2K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 581 | $28.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 589 | $28.9K | 0.00% | +92+18.5% | Added |
| CIBC Private Wealth Group, LLC | 626 | $29.3K | 0.00% | +2+0.3% | Added |
| Princeton Global Asset Management LLC | 641 | $31.4K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 700 | $34.3K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 748 | $36.7K | 0.01% | +748 | New |
| Federation des caisses Desjardins du Quebec | 770 | $37.8K | 0.00% | +770 | New |
| Brown, Lisle/Cummings, Inc. | 786 | $38.6K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 824 | $40.4K | 0.00% | +824 | New |
| Versant Capital Management, Inc | 838 | $41.1K | 0.01% | +173+26.0% | Added |
| Hexagon Capital Partners LLC | 839 | $41.2K | 0.01% | +248+42.0% | Added |
| Nomura Asset Management Co Ltd | 840 | $41.2K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 900 | $44.2K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,051 | $51.6K | 0.01% | −70,774−98.5% | Reduced |
| Ameriflex Group, Inc. | 1,062 | $52.1K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,080 | $53.0K | 0.00% | +136+14.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,098 | $53.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,222 | $60.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,401 | $69.2K | 0.00% | +287+25.8% | Added |
| Skopos Labs, Inc. | 1,416 | $69.5K | 0.02% | +1,338+1,715.4% | Added |
| Van Eck Associates Corp | 1,555 | $76.0K | 0.00% | +523+50.7% | Added |
| Public Employees Retirement System of Ohio | 1,626 | $79.8K | 0.00% | +41+2.6% | Added |
| Umb Bank N A | 1,744 | $85.6K | 0.00% | +905+107.9% | Added |
| Signaturefd, LLC | 1,791 | $87.9K | 0.00% | +153+9.3% | Added |
| Coldstream Capital Management Inc | 1,823 | $89.4K | 0.00% | +1,823 | New |
| Stonebridge Financial Group, LLC | 1,845 | $90.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,859 | $91.3K | 0.00% | +847+83.7% | Added |
| Washington Trust Co | 2,376 | $116.6K | 0.00% | +2,376 | New |
| Bullock Wealth Management Group | 2,421 | $118.9K | 0.07% | +27+1.1% | Added |
| Ci Investments Inc. | 2,546 | $125.0K | 0.00% | +91+3.7% | Added |
| Huntington National Bank | 2,605 | $127.8K | 0.00% | −206−7.3% | Reduced |
| US Bancorp | 2,635 | $129.3K | 0.00% | +169+6.9% | Added |
| Johnson Financial Group, Inc. | 2,649 | $130.0K | 0.01% | +2,649 | New |