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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
201
shares
|
$9,298
0.0% of portfolio
|
Q1 2025
Reduced 39.46%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
201
shares
|
$9,298
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
200
shares
|
$9,252
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
182
shares
|
$8,419
0.0% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
170
shares
|
$7,864
0.0% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
158
shares
|
$7,309
0.0% of portfolio
|
Q2 2024
Added 119.44%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
150
shares
|
$6,939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
150
shares
|
$6,939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
148
shares
|
$6,846
0.0% of portfolio
|
Q1 2020
Reduced 33.78%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
132
shares
|
$6,106
0.0% of portfolio
|
Q2 2025
Reduced 95.54%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
124
shares
|
$5,736
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
121
shares
|
$5,597
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
109
shares
|
$5,042
0.0% of portfolio
|
Q2 2025
Reduced 76.81%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
104
shares
|
$4,811
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
102
shares
|
$4,718
0.0% of portfolio
|
Q2 2025
Added 209.09%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
102
shares
|
$4,718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
85
shares
|
$3,932
0.0% of portfolio
|
Q2 2025
Added 73.47%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
85
shares
|
$3,932
0.0% of portfolio
|
Q3 2023
Reduced 5.56%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
85
shares
|
$3,932
0.0% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
77
shares
|
$3,562
0.0% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
76
shares
|
$3,515
0.0% of portfolio
|
Q2 2025
Reduced 76.4%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
75
shares
|
$3,469
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
73
shares
|
$3,376
0.0% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
64
shares
|
$2,960
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
60
shares
|
$2,775
0.0% of portfolio
|
Q2 2022
New holding
|