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, Q2 2025
Institutional positions in New Jersey Resources Corp as of Jun 30, 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
- 397
- −2 vs. Q1 2025
- Shares held
- 76.3M
- +1.05M (+1.4%) vs. Q1 2025
- Total value
- $3.42B
- −$271.9M (−7.4%) vs. Q1 2025
- New holders
- 50
- 171 more added
- Sold out
- 52
- 120 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding New Jersey Resources Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 11 | $0 | 0.00% | +11 | New |
| LGT Financial Advisors LLC | 2 | $90 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $135 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $181 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $225 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 7 | $314 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 8 | $359 | 0.00% | +5+166.7% | Added |
| Cornerstone Planning Group LLC | 8 | $373 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 9 | $403 | 0.00% | +6+200.0% | Added |
| Raleigh Capital Management Inc. | 10 | $436 | 0.00% | +10 | New |
| Twin Peaks Wealth Advisors, LLC | 10 | $476 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 11 | $494 | 0.00% | −9−45.0% | Reduced |
| NewSquare Capital LLC | 13 | $583 | 0.00% | +2+18.2% | Added |
| Binnacle Investments Inc | 13 | $583 | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $987 | 0.00% | +2+10.0% | Added |
| UMA Financial Services, Inc. | 25 | $1.12K | 0.00% | +25 | New |
| Rialto Wealth Management, LLC | 25 | $1.12K | 0.00% | +25 | New |
| Creative Financial Designs Inc | 27 | $1.21K | 0.00% | +14+107.7% | Added |
| YANKCOM Partnership | 33 | $1.48K | 0.00% | +33 | New |
| Larson Financial Group LLC | 35 | $1.57K | 0.00% | −21−37.5% | Reduced |
| Fortitude Family Office, LLC | 38 | $1.70K | 0.00% | +38 | New |
| Headlands Technologies LLC | 42 | $1.88K | 0.00% | +42 | New |
| Assetmark, Inc | 45 | $2.02K | 0.00% | +39+650.0% | Added |
| Financial Network Wealth Advisors LLC | 48 | $2.15K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 60 | $2.69K | 0.00% | +60 | New |
| City State Bank | 64 | $2.87K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $3.27K | 0.00% | −8−9.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $3.36K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 76 | $3.41K | 0.00% | −246−76.4% | Reduced |
| Farmers & Merchants Investments Inc | 77 | $3.45K | 0.00% | +9+13.2% | Added |
| MAI Capital Management | 81 | $3.63K | 0.00% | +81 | New |
| Bell Investment Advisors, Inc | 85 | $3.81K | 0.00% | −9−9.6% | Reduced |
| Clearstead Advisors, LLC | 85 | $3.81K | 0.00% | +36+73.5% | Added |
| Brown Brothers Harriman & Co | 102 | $4.57K | 0.00% | +102 | New |
| Global Retirement Partners, LLC | 102 | $4.57K | 0.00% | +102 | New |
| Cape Investment Advisory, Inc. | 104 | $4.66K | 0.00% | +1+1.0% | Added |
| Smartleaf Asset Management LLC | 109 | $4.87K | 0.00% | −361−76.8% | Reduced |
| WealthCollab, LLC | 121 | $5.42K | 0.00% | +121 | New |
| Ancora Advisors, LLC | 124 | $5.56K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 132 | $5.92K | 0.00% | −2,830−95.5% | Reduced |
| Hillsdale Investment Management Inc. | 150 | $6.72K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 150 | $6.72K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 158 | $7.08K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 170 | $7.62K | 0.00% | +20+13.3% | Added |
| Hemington Wealth Management | 182 | $8.00K | 0.00% | +5+2.8% | Added |
| Anchor Investment Management, LLC | 200 | $8.96K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 201 | $9.01K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 201 | $9.01K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 209 | $9.37K | 0.00% | −40−16.1% | Reduced |
| Plato Investment Management Ltd | 219 | $9.78K | 0.00% | +17+8.4% | Added |
| SRS Capital Advisors, Inc. | 232 | $10.4K | 0.00% | −44−15.9% | Reduced |
| Covestor Ltd | 242 | $11.0K | 0.01% | +7+3.0% | Added |
| Massmutual Trust Co FSB | 279 | $12.5K | 0.00% | +38+15.8% | Added |
| Tompkins Financial Corp | 300 | $13.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 300 | $13.4K | 0.00% | +300 | New |
| Valley National Advisers Inc | 321 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 320 | $14.3K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 320 | $14.3K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 325 | $14.6K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 351 | $15.7K | 0.00% | 00.0% | Unchanged |
| Motco | 350 | $16.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 359 | $16.1K | 0.01% | +3+0.8% | Added |
| Ameritas Advisory Services, LLC | 360 | $16.1K | 0.00% | +360 | New |
| FNY Investment Advisers, LLC | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 383 | $17.0K | 0.00% | +17+4.6% | Added |
| Manchester Capital Management LLC | 390 | $17.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 440 | $19.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 473 | $21.0K | 0.00% | +77+19.4% | Added |
| Asset Dedication, LLC | 492 | $22.1K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 499 | $22.3K | 0.02% | +5+1.0% | Added |
| PFS Partners, LLC | 500 | $22.4K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 505 | $22.9K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 574 | $25.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 587 | $26.3K | 0.00% | −251−30.0% | Reduced |
| CIBC Private Wealth Group, LLC | 635 | $28.5K | 0.00% | +9+1.4% | Added |
| Parallel Advisors, LLC | 638 | $28.6K | 0.00% | +49+8.3% | Added |
| Princeton Global Asset Management LLC | 641 | $28.7K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 700 | $31.4K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 748 | $33.5K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 754 | $33.8K | 0.00% | +456+153.0% | Added |
| Optiver Holding B.V. | 759 | $34.0K | 0.00% | −65−7.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 786 | $35.2K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 840 | $37.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 898 | $40.2K | 0.01% | −200−18.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 900 | $40.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,040 | $46.6K | 0.00% | −40−3.7% | Reduced |
| Ameriflex Group, Inc. | 1,072 | $48.2K | 0.03% | +10+0.9% | Added |
| EverSource Wealth Advisors, LLC | 1,203 | $53.9K | 0.00% | +868+259.1% | Added |
| Daiwa Securities Group Inc. | 1,204 | $54.0K | 0.00% | +1,204 | New |
| Umb Bank N A | 1,403 | $62.9K | 0.00% | −341−19.6% | Reduced |
| Van Eck Associates Corp | 1,504 | $67.0K | 0.00% | −51−3.3% | Reduced |
| IFP Advisors, Inc | 1,504 | $67.4K | 0.00% | +282+23.1% | Added |
| Public Employees Retirement System of Ohio | 1,540 | $69.0K | 0.00% | −86−5.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,573 | $71.0K | 0.00% | +1,573 | New |
| Signaturefd, LLC | 1,851 | $83.0K | 0.00% | +60+3.4% | Added |
| Jones Financial Companies LLLP | 1,976 | $88.3K | 0.00% | +575+41.0% | Added |
| Ci Investments Inc. | 2,006 | $90.0K | 0.00% | −540−21.2% | Reduced |
| Quarry LP | 2,011 | $90.1K | 0.02% | +1,939+2,693.1% | Added |
| Palouse Capital Management, Inc. | 2,129 | $95.4K | 0.06% | +2,129 | New |