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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
499
shares
|
$23,213
0.02% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
492
shares
|
$22,887
0.0% of portfolio
|
Q3 2023
Reduced 23.36%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
473
shares
|
$22,003
0.0% of portfolio
|
Q2 2025
Added 19.44%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
446
shares
|
$20,747
0.04% of portfolio
|
Q3 2023
Added 0.68%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
440
shares
|
$20,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
400
shares
|
$18,608
0.01% of portfolio
|
Q1 2025
Reduced 96.15%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
400
shares
|
$18,608
0.0% of portfolio
|
Q4 2023
Reduced 39.85%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
390
shares
|
$18,142
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
383
shares
|
$17,817
0.0% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
360
shares
|
$16,747
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
359
shares
|
$16,700
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
351
shares
|
$16,328
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
350
shares
|
$16,282
0.0% of portfolio
|
Q1 2025
Reduced 24.73%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
325
shares
|
$15,119
0.01% of portfolio
|
Q4 2023
Reduced 27.78%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
321
shares
|
$14,932
0.0% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
320
shares
|
$14,886
0.0% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
320
shares
|
$14,886
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
300
shares
|
$13,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
300
shares
|
$13,956
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
279
shares
|
$12,979
0.0% of portfolio
|
Q2 2025
Added 15.77%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
269
shares
|
$12,513
0.01% of portfolio
|
Q1 2024
Added 10.25%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
242
shares
|
$11,257
0.01% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
232
shares
|
$10,792
0.0% of portfolio
|
Q2 2025
Reduced 15.94%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
219
shares
|
$10,187
0.0% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
209
shares
|
$9,722
0.0% of portfolio
|
Q2 2025
Reduced 16.06%
|