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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
279
shares
|
$13,059
0.0% of portfolio
|
Q2 2025
Added 15.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
276
shares
|
$12,919
0.0% of portfolio
|
Q1 2025
Reduced 73.33%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
269
shares
|
$12,591
0.01% of portfolio
|
Q1 2024
Added 10.25%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
249
shares
|
$11,655
0.0% of portfolio
|
Q1 2025
Added 632.35%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
235
shares
|
$11,000
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
215
shares
|
$10,064
0.0% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
202
shares
|
$9,455
0.0% of portfolio
|
Q1 2025
Added 861.9%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
201
shares
|
$9,408
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
201
shares
|
$9,408
0.0% of portfolio
|
Q1 2025
Reduced 39.46%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
200
shares
|
$9,362
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
177
shares
|
$8,285
0.0% of portfolio
|
Q1 2025
Added 22.92%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
172
shares
|
$8,051
0.0% of portfolio
|
Q1 2025
Added 72.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
158
shares
|
$7,395
0.0% of portfolio
|
Q2 2024
Added 119.44%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
150
shares
|
$7,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
150
shares
|
$7,021
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
150
shares
|
$7,021
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
148
shares
|
$6,927
0.0% of portfolio
|
Q1 2020
Reduced 33.78%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
132
shares
|
$6,178
0.0% of portfolio
|
Q2 2025
Reduced 95.54%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
124
shares
|
$5,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
106
shares
|
$4,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
103
shares
|
$4,821
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
94
shares
|
$4,400
0.0% of portfolio
|
Q1 2025
Added 18.99%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
85
shares
|
$3,978
0.0% of portfolio
|
Q3 2023
Reduced 5.56%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
81
shares
|
$3,791
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
81
shares
|
$3,791
0.0% of portfolio
|
Q1 2025
Added 10.96%
|