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 428 institutions that hold shares in the stock, with a total of 74.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
10,686
shares
|
$497,112
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
10,641
shares
|
$495,019
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
10,583
shares
|
$492,321
0.01% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
10,568
shares
|
$491,623
0.34% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
10,179
shares
|
$473,527
0.08% of portfolio
|
Q2 2025
Reduced 56.13%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,168
shares
|
$473,015
0.0% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Los Angeles Capital Management LLC
|
Aug 06, 2025 Q2 2025 |
10,108
shares
|
$470,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
9,764
shares
|
$454,221
0.0% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
9,700
shares
|
$451,244
0.0% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
9,648
shares
|
$448,824
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
9,585
shares
|
$445,894
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
9,493
shares
|
$441,614
0.0% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
9,429
shares
|
$438,637
0.02% of portfolio
|
Q2 2025
Reduced 61.58%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
9,130
shares
|
$424,727
0.08% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,000
shares
|
$418,680
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
8,964
shares
|
$417,005
0.05% of portfolio
|
Q2 2025
Added 27.51%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
8,880
shares
|
$413,097
0.05% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
8,552
shares
|
$397,839
0.07% of portfolio
|
Q2 2025
Reduced 45.73%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
8,480
shares
|
$394,489
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
8,467
shares
|
$393,884
0.01% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
8,241
shares
|
$383,371
0.01% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
8,054
shares
|
$374,672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
8,030
shares
|
$373,555
0.0% of portfolio
|
Q2 2025
Reduced 40.72%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,975
shares
|
$370,997
0.01% of portfolio
|
Q4 2023
Reduced 0.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
7,890
shares
|
$367,042
0.01% of portfolio
|
Q2 2025
Reduced 0.99%
|