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 $3.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,504
shares
|
$69,575
0.0% of portfolio
|
Q2 2025
Added 23.08%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,416
shares
|
$65,504
0.01% of portfolio
|
Q2 2025
Added 79.66%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,403
shares
|
$64,902
0.0% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,208
shares
|
$55,882
0.01% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
1,204
shares
|
$55,697
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,203
shares
|
$55,650
0.0% of portfolio
|
Q2 2025
Added 259.1%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,072
shares
|
$49,590
0.03% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,040
shares
|
$48,110
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
900
shares
|
$41,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
900
shares
|
$41,634
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
898
shares
|
$41,541
0.01% of portfolio
|
Q2 2025
Reduced 18.21%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
840
shares
|
$38,858
0.0% of portfolio
|
Q1 2023
Reduced 32.53%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
786
shares
|
$36,360
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
759
shares
|
$35,111
0.0% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
754
shares
|
$34,880
0.0% of portfolio
|
Q2 2025
Added 153.02%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
748
shares
|
$34,602
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
700
shares
|
$32,382
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
660
shares
|
$30,531
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
641
shares
|
$29,652
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
638
shares
|
$29,513
0.0% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
626
shares
|
$28,958
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
587
shares
|
$27,154
0.0% of portfolio
|
Q2 2025
Reduced 29.95%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
574
shares
|
$26,553
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
505
shares
|
$23,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
500
shares
|
$23,130
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|