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 |
|---|---|---|---|---|---|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
505
shares
|
$23,639
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
500
shares
|
$23,405
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
499
shares
|
$23,358
0.02% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
492
shares
|
$23,030
0.0% of portfolio
|
Q3 2023
Reduced 23.36%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
473
shares
|
$22,141
0.0% of portfolio
|
Q2 2025
Added 19.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
470
shares
|
$22,000
0.0% of portfolio
|
Q1 2025
Reduced 28.9%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
446
shares
|
$20,877
0.04% of portfolio
|
Q3 2023
Added 0.68%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
440
shares
|
$20,596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
400
shares
|
$18,724
0.0% of portfolio
|
Q4 2023
Reduced 39.85%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
400
shares
|
$18,724
0.01% of portfolio
|
Q1 2025
Reduced 96.15%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
390
shares
|
$18,255
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
366
shares
|
$17,132
0.0% of portfolio
|
Q1 2025
Reduced 25.46%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
360
shares
|
$16,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
359
shares
|
$16,804
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
351
shares
|
$16,430
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
350
shares
|
$16,383
0.0% of portfolio
|
Q1 2025
Reduced 24.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
335
shares
|
$15,681
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
325
shares
|
$15,213
0.01% of portfolio
|
Q4 2023
Reduced 27.78%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
322
shares
|
$15,072
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
321
shares
|
$15,026
0.0% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
320
shares
|
$14,979
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
320
shares
|
$14,979
0.0% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
300
shares
|
$14,043
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
300
shares
|
$14,043
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
298
shares
|
$13,949
0.0% of portfolio
|
Q1 2025
New holding
|