Institutional Ownership New Jersey Resources Corp (NJR)
This table provides information about the institutional ownership of New Jersey Resources Corp (NJR). We have compiled data on the 431 institutions that hold shares in the stock, with a total of 72.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
10,641
shares
|
$498,105
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
10,568
shares
|
$494,688
0.34% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
10,448
shares
|
$489,070
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
10,093
shares
|
$472,453
0.0% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
9,980
shares
|
$467,163
0.0% of portfolio
|
Q1 2025
Reduced 32.52%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
9,886
shares
|
$462,763
0.0% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,404
shares
|
$440,201
0.01% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
9,318
shares
|
$436,175
0.1% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
9,142
shares
|
$427,937
0.0% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
9,105
shares
|
$426,205
0.13% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,000
shares
|
$421,290
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
9,000
shares
|
$421,290
0.0% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
8,894
shares
|
$416,328
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
8,880
shares
|
$415,672
0.06% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
8,647
shares
|
$404,766
0.0% of portfolio
|
Q1 2025
Reduced 85.0%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
8,480
shares
|
$396,948
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
8,167
shares
|
$382,297
0.01% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
8,116
shares
|
$379,909
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
8,030
shares
|
$375,884
0.01% of portfolio
|
Q1 2025
Added 715.23%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,975
shares
|
$373,309
0.01% of portfolio
|
Q4 2023
Reduced 0.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
7,890
shares
|
$369,330
0.01% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7,793
shares
|
$364,790
0.01% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
7,739
shares
|
$362,262
0.01% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
7,616
shares
|
$356,504
0.01% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
7,584
shares
|
$355,007
0.07% of portfolio
|
Q1 2025
Reduced 22.82%
|