Go Pro

NewJersey Resources (NJR) Institutional Ownership

NewJersey Resources logo
$51.14 +0.54 (+1.08%)
Closing price 10/1/2026 03:59 PM Eastern
Extended Trading
$51.15 +0.01 (+0.01%)
As of 07:06 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for NewJersey Resources (NYSE:NJR)

Current
Institutional Ownership
Percentage
70.98%
Number of
Institutional Buyers
(last 12 months)
247
Total
Institutional Inflows
(last 12 months)
$1.62B
Number of
Institutional Sellers
(last 12 months)
177
Total
Institutional Outflows
(last 12 months)
$252.83M
Get NJR Insider Trade Alerts

Want to know when executives and insiders are buying or selling NewJersey Resources stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

NJR Institutional Buying and Selling by Quarter

NewJersey Resources Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2026Versant Capital Management Inc1,217$62K0.0%+88.7%0.001%
10/1/2026Confluence Investment Management LLC346,554$17.54M0.3%-10.6%0.342%
9/23/2026Envestnet Asset Management Inc.117,156$6.57M0.0%+2.3%0.115%
9/22/2026State Street Corp5,418,885$306.13M0.0%+6.8%5.340%
9/9/2026The Manufacturers Life Insurance Company94,990$5.32M0.0%-0.3%0.094%
9/9/2026Sequoia Financial Advisors LLC7,640$428K0.0%+13.9%0.008%
9/9/2026Pinnacle Wealth Management Advisory Group LLC16,970$951K0.1%-1.3%0.017%
9/9/2026Integrated Wealth Concepts LLC9,535$534K0.0%-15.2%0.009%
9/9/2026NewEdge Advisors LLC8,085$453K0.0%+118.4%0.008%
9/8/2026Allworth Financial LP14,805$830K0.0%+7.9%0.015%
9/8/2026Nykredit A S2,131$119K0.0%N/A0.002%
9/2/2026Allianz Asset Management GmbH199,226$11.17M0.0%+23.1%0.196%
8/27/2026Corient Private Wealth LP36,059$2.02M0.0%-37.8%0.036%
8/26/2026Amundi40,056$2.25M0.0%+159.4%0.039%
8/26/2026HighTower Advisors LLC26,354$1.48M0.0%-4.6%0.026%
8/25/2026Groupe la Francaise7,872$441K0.0%-7.5%0.008%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al6,700$375K0.0%N/A0.007%
8/23/2026Ameritas Advisory Services LLC6,851$384K0.0%N/A0.007%
8/23/2026HB Wealth Management LLC6,549$367K0.0%N/A0.006%
8/22/2026Oakmont Investment Advisors Inc.4,225$237K0.2%N/A0.004%
8/22/2026denkapparat Operations GmbH17,024$954K0.3%+227.3%0.017%
8/21/2026Nykredit A S2,131$119K0.0%N/A0.002%
8/20/2026Benjamin Edwards Inc.120,576$6.76M0.1%-6.5%0.119%
8/20/2026Northwestern Mutual Wealth Management Co.3,628$203K0.0%-9.1%0.004%
8/20/2026Wedbush Securities Inc.18,371$1.03M0.0%-3.0%0.018%
8/20/2026Hennessy Advisors Inc.109,934$6.16M0.2%+3.6%0.108%
8/20/2026Greenwood Capital Associates LLC35,623$2.00M0.2%-0.9%0.035%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC308,305$17.28M0.0%+1.8%0.304%
8/19/2026Royal London Asset Management Ltd.830,283$46.53M0.1%-1.2%0.818%
8/19/2026Van ECK Associates Corp43,536$2.44M0.0%+9.0%0.043%
8/19/2026Hsbc Holdings PLC60,652$3.42M0.0%+7.3%0.060%
8/19/2026Wellington Management Group LLP275,348$15.43M0.0%-3.7%0.271%
8/18/2026Beacon Pointe Advisors LLC3,969$222K0.0%N/A0.004%
8/18/2026Empowered Funds LLC4,041$226K0.0%N/A0.004%
8/18/2026United Capital Financial Advisors LLC19,856$1.11M0.0%N/A0.020%
8/18/2026Equitable Holdings Inc.9,843$552K0.0%N/A0.010%
8/18/2026Jefferies Financial Group Inc.20,453$1.15M0.0%N/A0.020%
8/18/2026Public Employees Retirement System of Ohio1,622$91K0.0%N/A0.002%
8/17/2026Capstone Investment Advisors LLC15,195$852K0.0%N/A0.015%
8/17/2026Corient Private Wealth LP63,278$3.55M0.0%+9.2%0.062%
They're not telling you how bad this could get (Ad)

Valuations are stretched to levels seen only a handful of times in the past century, while a growing debt spiral and lingering tariff shocks ripple through supply chains. Parkview Capital's new Market Crash Survival Guide breaks down what's really happening beneath the market's record highs and how retirement savers are responding.tc pixel

Download the free Market Crash Survival Guide now.
8/17/2026Corient Private Wealth LP63,279$3.55M0.0%N/A0.062%
8/17/2026Bank of America Corp DE403,784$22.63M0.0%N/A0.398%
8/15/2026Caisse de depot et placement du Quebec533,628$29.91M0.0%N/A0.526%
8/15/2026Man Group plc33,666$1.89M0.0%-62.5%0.033%
8/15/2026Invst LLC13,531$758K0.1%-4.0%0.013%
8/15/2026Jupiter Topco LLC45,299$2.54M0.0%N/A0.045%
8/14/2026Hsbc Holdings PLC60,652$3.42M0.0%+7.3%0.060%
8/14/2026Legal & General Group Plc313,053$17.54M0.0%+7.2%0.309%
8/14/2026The Manufacturers Life Insurance Company94,990$5.32M0.0%-0.3%0.094%
8/14/2026Jones Financial Companies Lllp3,114$179K0.0%+17.6%0.003%
8/14/2026Fiduciary Financial Advisors905$51K0.0%N/A0.001%
8/14/2026L2 Asset Management LLC33,523$1.89M0.2%-31.1%0.033%
8/14/2026Aberdeen Wealth Management LLC5,016$281K0.1%-20.4%0.005%
8/14/2026Algert Global LLC326,349$18.29M0.2%+96.3%0.322%
8/13/2026Allstate Corp27,307$1.53M0.0%+1.2%0.027%
8/13/2026Connor Clark & Lunn Investment Management Ltd.9,662$541K0.0%N/A0.010%
8/13/2026Clear Harbor Asset Management LLC183,872$10.30M0.6%+1.7%0.181%
8/12/2026Northwestern Mutual Wealth Management Co.3,628$203K0.0%-9.1%0.004%
8/12/2026Ieq Capital LLC43,205$2.42M0.0%+217.2%0.043%
8/11/2026Allworth Financial LP14,805$830K0.0%+7.9%0.015%
8/11/2026Vise Technologies Inc.14,914$836K0.0%+74.8%0.015%
8/10/2026Essential Partners LLC686$38K0.0%+67.3%0.001%
8/8/2026Energy Income Partners LLC1,402,434$78.59M1.2%N/A1.382%
8/8/2026Meeder Advisory Services Inc.7,837$439K0.0%N/A0.008%
8/7/2026Citizens Financial Group Inc. RI5,877$332K0.0%N/A0.006%
8/7/2026MidFirst Bank6,858$384K0.0%N/A0.007%
8/7/2026BlackRock Inc.17,993,218$1.01B0.0%N/A17.733%
8/7/2026Deutsche Bank AG129,043$7.23M0.0%N/A0.127%
8/7/2026Perigon Wealth Management LLC9,653$541K0.0%N/A0.010%
8/7/2026Plato Investment Management Ltd1,071$60K0.0%N/A0.001%
8/6/2026Horizon Investment Services LLC6,175$346K0.1%N/A0.006%
8/6/2026Global Retirement Partners LLC4,422$248K0.0%N/A0.004%
8/6/2026Bank of New York Mellon Corp1,030,009$57.72M0.0%N/A1.021%
8/6/2026Focus Partners Advisor Solutions LLC4,425$248K0.0%N/A0.004%
8/3/2026Summit Global Investments9,165$514K0.0%N/A0.009%
7/9/2026Hennion & Walsh Asset Management Inc.26,450$1.48M0.0%-4.6%0.026%
7/8/2026Thurston Springer Miller Herd & Titak Inc.9,146$513K0.2%+11.1%0.009%
7/7/2026GAMMA Investing LLC4,534$254K0.0%+19.6%0.004%
7/1/2026Confluence Investment Management LLC387,609$21.72M0.3%-7.0%0.384%
7/1/2026Roxbury Financial LLC885$50K0.0%+72.9%0.001%
6/16/2026Empowered Funds LLC4,041$222K0.0%N/A0.004%
6/3/2026Parallel Advisors LLC985$54K0.0%+42.3%0.001%
6/3/2026NewEdge Advisors LLC3,702$203K0.0%-69.3%0.004%
5/26/2026Glenmede Trust Co. NA242,407$13.31M0.1%-11.7%0.240%
5/22/2026Segall Bryant & Hamill LLC313,895$17.24M0.2%-23.2%0.311%
5/21/2026Groupe la Francaise8,506$467K0.0%+5.2%0.008%
5/19/2026Bank of America Corp DE377,377$20.73M0.0%+37.4%0.374%
5/19/2026Arkadios Wealth Advisors12,189$669K0.0%-13.5%0.012%
5/18/2026Amundi15,439$848K0.0%+34.6%0.015%
5/18/2026EverSource Wealth Advisors LLC1,391$76K0.0%+25.2%0.001%
First Look: Elon’s “Starphone” (Ad)

Rumors are swirling that Elon Musk is developing a new mobile device that could rival the iPhone. It's said to be thinner, longer-lasting on battery, and cheaper to produce, with the ability to work worldwide without relying on cell towers. Former Bloomberg reporter and SAC Capital trader Josh Baylin says the evidence is mounting. He notes the FCC recently gave Musk a green light connected to his mobile plans, adding fuel to speculation. Baylin previously called the smartphone boom in 2004 and predicted Apple would sell a billion phones when others expected a fraction of that.tc pixel

See the full evidence behind Elon Musk's rumored new device.
5/18/2026California State Teachers Retirement System112,540$6.18M0.0%+17.4%0.112%
5/18/2026Royal Bank of Canada57,975$3.18M0.0%-11.3%0.057%
5/18/2026Empowered Funds LLC4,041$222K0.0%N/A0.004%
5/18/2026Energy Income Partners LLC1,416,001$77.77M1.3%-23.3%1.403%
5/16/2026The Manufacturers Life Insurance Company95,273$5.23M0.0%-4.8%0.094%
5/16/2026Quantinno Capital Management LP23,529$1.29M0.0%+49.2%0.023%
5/16/2026SummitTX Capital L.P.10,840$595K0.0%N/A0.011%
5/16/2026Lazard Asset Management LLC4,118$226K0.0%N/A0.004%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund66,487$3.65M0.0%+112.0%0.066%
5/14/2026Hilltop Holdings Inc.7,416$407K0.0%+13.3%0.007%


NJR Institutional Ownership - Frequently Asked Questions

During the previous two years, 431 institutional investors and hedge funds held shares of NewJersey Resources. The most heavily invested institutionals were BlackRock Inc. ($1.01B), Vanguard Group Inc. ($503.31M), State Street Corp ($306.13M), Dimensional Fund Advisors LP ($227.45M), Wells Fargo & Company MN ($123.80M), Geode Capital Management LLC ($121.29M), and Energy Income Partners LLC ($78.59M).Learn more on NewJersey Resources' institutional investors.

70.98% of NewJersey Resources' stock is owned by institutional investors. Learn more on NJR's institutional investor holdings.

Of the 373 institutional investors that purchased NewJersey Resources' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($17.99M), Norges Bank ($4.05M), Energy Income Partners LLC ($2.04M), Millennium Management LLC ($1.15M), Bank of New York Mellon Corp ($1.13M), Dimensional Fund Advisors LP ($1.04M), and Bank of America Corp DE ($654.51K).

Institutional investors have bought a total of 29,909,326 shares in the last 24 months. This purchase volume represents approximately $1.62B in transactions.

Of the 177 institutional investors that sold NewJersey Resources' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($632.46K), Tudor Investment Corp ET AL ($510.70K), Energy Income Partners LLC ($430.22K), First Trust Advisors LP ($233.52K), Goldman Sachs Group Inc. ($204.30K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($182.39K), and Vanguard Group Inc. ($148.40K).

Institutional investors have sold a total of 5,183,987 shares in the last 24 months. This volume of shares sold represents approximately $252.83M in transactions.



Institutional ownership data for NYSE:NJR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners