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NewJersey Resources (NJR) Institutional Ownership

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$53.80 -1.04 (-1.90%)
As of 11:46 AM Eastern

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

Current
Institutional Ownership
Percentage
70.98%
Number of
Institutional Buyers
(last 12 months)
240
Total
Institutional Inflows
(last 12 months)
$1.60B
Number of
Institutional Sellers
(last 12 months)
178
Total
Institutional Outflows
(last 12 months)
$249.52M
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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
8/20/2026 Benjamin Edwards Inc.120,576$6.76M0.1%-6.5%0.119%
8/20/2026 Northwestern Mutual Wealth Management Co.3,628$203K0.0%-9.1%0.004%
8/20/2026 Wedbush Securities Inc.18,371$1.03M0.0%-3.0%0.018%
8/20/2026 Hennessy Advisors Inc.109,934$6.16M0.2%+3.6%0.108%
8/20/2026 Greenwood Capital Associates LLC35,623$2.00M0.2%-0.9%0.035%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC308,305$17.28M0.0%+1.8%0.304%
8/19/2026 Royal London Asset Management Ltd.830,283$46.53M0.1%-1.2%0.818%
8/19/2026 Van ECK Associates Corp43,536$2.44M0.0%+9.0%0.043%
8/19/2026 Hsbc Holdings PLC60,652$3.42M0.0%+7.3%0.060%
8/19/2026 Wellington Management Group LLP275,348$15.43M0.0%-3.7%0.271%
8/18/2026 Beacon Pointe Advisors LLC3,969$222K0.0%N/A0.004%
8/18/2026 Empowered Funds LLC4,041$226K0.0%N/A0.004%
8/18/2026 United Capital Financial Advisors LLC19,856$1.11M0.0%N/A0.020%
8/18/2026 Equitable Holdings Inc.9,843$552K0.0%N/A0.010%
8/18/2026Jefferies Financial Group Inc.20,453$1.15M0.0%N/A0.020%
8/18/2026 Public Employees Retirement System of Ohio1,622$91K0.0%N/A0.002%
8/17/2026 Capstone Investment Advisors LLC15,195$852K0.0%N/A0.015%
8/17/2026 Corient Private Wealth LP63,278$3.55M0.0%+9.2%0.062%
8/17/2026 Corient Private Wealth LP63,279$3.55M0.0%N/A0.062%
8/17/2026 Bank of America Corp DE403,784$22.63M0.0%N/A0.398%
8/15/2026 Caisse de depot et placement du Quebec533,628$29.91M0.0%N/A0.526%
8/15/2026 Man Group plc33,666$1.89M0.0%-62.5%0.033%
8/15/2026 Invst LLC13,531$758K0.1%-4.0%0.013%
8/15/2026 Jupiter Topco LLC45,299$2.54M0.0%N/A0.045%
8/14/2026 Hsbc Holdings PLC60,652$3.42M0.0%+7.3%0.060%
8/14/2026 Legal & General Group Plc313,053$17.54M0.0%+7.2%0.309%
8/14/2026 The Manufacturers Life Insurance Company 94,990$5.32M0.0%-0.3%0.094%
8/14/2026 Jones Financial Companies Lllp3,114$179K0.0%+17.6%0.003%
8/14/2026 Fiduciary Financial Advisors905$51K0.0%N/A0.001%
8/14/2026 L2 Asset Management LLC33,523$1.89M0.2%-31.1%0.033%
8/14/2026 Aberdeen Wealth Management LLC5,016$281K0.1%-20.4%0.005%
8/14/2026 Algert Global LLC326,349$18.29M0.2%+96.3%0.322%
8/13/2026 Allstate Corp27,307$1.53M0.0%+1.2%0.027%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.9,662$541K0.0%N/A0.010%
8/13/2026 Clear Harbor Asset Management LLC183,872$10.30M0.6%+1.7%0.181%
8/12/2026 Northwestern Mutual Wealth Management Co.3,628$203K0.0%-9.1%0.004%
8/12/2026 Ieq Capital LLC43,205$2.42M0.0%+217.2%0.043%
8/11/2026 Allworth Financial LP14,805$830K0.0%+7.9%0.015%
8/11/2026 Vise Technologies Inc.14,914$836K0.0%+74.8%0.015%
8/10/2026 Essential Partners LLC686$38K0.0%+67.3%0.001%
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8/8/2026 Energy Income Partners LLC1,402,434$78.59M1.2%N/A1.382%
8/8/2026 Meeder Advisory Services Inc.7,837$439K0.0%N/A0.008%
8/7/2026 Citizens Financial Group Inc. RI5,877$332K0.0%N/A0.006%
8/7/2026 MidFirst Bank6,858$384K0.0%N/A0.007%
8/7/2026 BlackRock Inc.17,993,218$1.01B0.0%N/A17.733%
8/7/2026 Deutsche Bank AG129,043$7.23M0.0%N/A0.127%
8/7/2026 Perigon Wealth Management LLC9,653$541K0.0%N/A0.010%
8/7/2026 Plato Investment Management Ltd1,071$60K0.0%N/A0.001%
8/6/2026 Horizon Investment Services LLC6,175$346K0.1%N/A0.006%
8/6/2026 Global Retirement Partners LLC4,422$248K0.0%N/A0.004%
8/6/2026 Bank of New York Mellon Corp1,030,009$57.72M0.0%N/A1.021%
8/6/2026 Focus Partners Advisor Solutions LLC4,425$248K0.0%N/A0.004%
8/3/2026 Summit Global Investments9,165$514K0.0%N/A0.009%
7/9/2026 Hennion & Walsh Asset Management Inc.26,450$1.48M0.0%-4.6%0.026%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.9,146$513K0.2%+11.1%0.009%
7/7/2026 GAMMA Investing LLC4,534$254K0.0%+19.6%0.004%
7/1/2026 Confluence Investment Management LLC387,609$21.72M0.3%-7.0%0.384%
7/1/2026 Roxbury Financial LLC885$50K0.0%+72.9%0.001%
6/16/2026 Empowered Funds LLC4,041$222K0.0%N/A0.004%
6/3/2026 Parallel Advisors LLC985$54K0.0%+42.3%0.001%
6/3/2026 NewEdge Advisors LLC3,702$203K0.0%-69.3%0.004%
5/26/2026 Glenmede Trust Co. NA242,407$13.31M0.1%-11.7%0.240%
5/22/2026 Segall Bryant & Hamill LLC313,895$17.24M0.2%-23.2%0.311%
5/21/2026Groupe la Francaise8,506$467K0.0%+5.2%0.008%
5/19/2026 Bank of America Corp DE377,377$20.73M0.0%+37.4%0.374%
5/19/2026 Arkadios Wealth Advisors12,189$669K0.0%-13.5%0.012%
5/18/2026 Amundi15,439$848K0.0%+34.6%0.015%
5/18/2026 EverSource Wealth Advisors LLC1,391$76K0.0%+25.2%0.001%
5/18/2026California State Teachers Retirement System112,540$6.18M0.0%+17.4%0.112%
5/18/2026 Royal Bank of Canada57,975$3.18M0.0%-11.3%0.057%
5/18/2026 Empowered Funds LLC4,041$222K0.0%N/A0.004%
5/18/2026 Energy Income Partners LLC1,416,001$77.77M1.3%-23.3%1.403%
5/16/2026 The Manufacturers Life Insurance Company95,273$5.23M0.0%-4.8%0.094%
5/16/2026 Quantinno Capital Management LP23,529$1.29M0.0%+49.2%0.023%
5/16/2026 SummitTX Capital L.P.10,840$595K0.0%N/A0.011%
5/16/2026 Lazard Asset Management LLC4,118$226K0.0%N/A0.004%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund66,487$3.65M0.0%+112.0%0.066%
5/14/2026 Hilltop Holdings Inc.7,416$407K0.0%+13.3%0.007%
5/14/2026 Sei Investments Co.92,243$5.07M0.0%+8.3%0.091%
5/14/2026 Lido Advisors LLC4,133$229K0.0%N/A0.004%
5/13/2026 Cetera Investment Advisers57,676$3.17M0.0%+0.6%0.057%
5/13/2026 First Trust Advisors LP925,204$50.81M0.0%-13.2%0.917%
5/8/2026 PNC Financial Services Group Inc.42,876$2.36M0.0%-7.9%0.042%
5/8/2026 Summit Global Investments9,165$503K0.0%-2.6%0.009%
5/7/2026 Meeder Advisory Services Inc.7,794$428K0.0%+18.4%0.008%
5/7/2026 Dimensional Fund Advisors LP4,141,330$227.45M0.0%+5.3%4.106%
5/7/2026 Parallel Advisors LLC985$54K0.0%+42.3%0.001%
5/7/2026 Swiss National Bank199,400$10.95M0.0%+0.7%0.198%
5/6/2026 California Public Employees Retirement System275,561$15.13M0.0%-5.2%0.273%
5/6/2026 John G Ullman & Associates Inc.117,260$6.44M0.9%-2.4%0.116%
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5/6/2026 Bessemer Group Inc.1,289$71K0.0%+68.9%0.001%
5/6/2026 Allspring Global Investments Holdings LLC8,687$478K0.0%+19.4%0.009%
5/5/2026 D.A. Davidson & CO.5,323$292K0.0%N/A0.005%
5/5/2026 Bank of New York Mellon Corp1,063,084$58.39M0.0%-1.6%1.054%
5/5/2026 Sanctuary Advisors LLC16,104$884K0.0%+4.8%0.016%
5/5/2026 Maryland State Retirement & Pension System90,460$4.97M0.1%-4.0%0.090%
5/4/2026 Nicholson Wealth Management Group LLC38,387$2.11M1.2%+3.2%0.038%
5/4/2026 Mattern Capital Management LLC180,016$9.89M1.2%-0.7%0.178%
5/4/2026 State of Michigan Retirement System24,285$1.33M0.0%+2.1%0.024%
5/4/2026 Principal Financial Group Inc.226,635$12.45M0.0%+4.1%0.225%


NJR Institutional Ownership - Frequently Asked Questions

During the previous two years, 427 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 ($228.62M), 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 368 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 29,558,225 shares in the last 24 months. This purchase volume represents approximately $1.60B in transactions.

Of the 178 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 5,122,027 shares in the last 24 months. This volume of shares sold represents approximately $249.52M 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 8/20/2026. New 13F filings are added each quarter as they're published.
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