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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
77
shares
|
$3,578
0.0% of portfolio
|
Q2 2025
Added 13.24%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
75
shares
|
$3,485
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
72
shares
|
$3,346
0.0% of portfolio
|
Q1 2025
Reduced 95.98%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
64
shares
|
$2,974
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
60
shares
|
$2,788
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
56
shares
|
$2,602
0.0% of portfolio
|
Q1 2025
Added 229.41%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
49
shares
|
$2,277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
48
shares
|
$2,231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
44
shares
|
$2,045
0.0% of portfolio
|
Q1 2025
Reduced 53.68%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
38
shares
|
$1,766
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
33
shares
|
$1,533
0.0% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$1,394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
27
shares
|
$1,254
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
25
shares
|
$1,162
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
25
shares
|
$1,162
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
23
shares
|
$1,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
22
shares
|
$1,022
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
16
shares
|
$743
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
13
shares
|
$604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
11
shares
|
$511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
11
shares
|
$511
0.0% of portfolio
|
Q2 2025
Reduced 45.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
10
shares
|
$464
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
8
shares
|
$371
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
6
shares
|
$278
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
5
shares
|
$232
0.0% of portfolio
|
Q1 2025
New holding
|