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 |
|---|---|---|---|---|---|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
15,757
shares
|
$732,385
0.13% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
15,707
shares
|
$730,061
0.07% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,564
shares
|
$723,414
0.01% of portfolio
|
Q1 2025
Added 61.52%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
15,350
shares
|
$713,468
0.03% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
15,310
shares
|
$711,608
0.01% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
14,933
shares
|
$694,085
0.03% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
14,928
shares
|
$693,853
0.0% of portfolio
|
Q2 2023
Added 11.37%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
14,558
shares
|
$676,655
0.02% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
14,461
shares
|
$672,147
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
14,000
shares
|
$650,720
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
13,545
shares
|
$629,571
0.01% of portfolio
|
Q1 2025
Added 49.49%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,982
shares
|
$603,403
0.31% of portfolio
|
Q1 2025
Added 42.41%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
12,920
shares
|
$600,521
0.0% of portfolio
|
Q4 2023
Added 3.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
12,885
shares
|
$598,894
0.01% of portfolio
|
Q1 2025
Added 154.24%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
12,832
shares
|
$596,431
0.0% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
12,311
shares
|
$572,215
0.02% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
11,631
shares
|
$540,608
0.01% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,553
shares
|
$536,983
0.0% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
11,475
shares
|
$533,358
0.0% of portfolio
|
Q1 2024
Reduced 8.81%
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
11,261
shares
|
$523,411
0.01% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
11,069
shares
|
$514,487
0.08% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
10,970
shares
|
$509,885
0.01% of portfolio
|
Q1 2025
Reduced 32.37%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
10,848
shares
|
$504,215
0.01% of portfolio
|
Q1 2019
Reduced 18.41%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
10,768
shares
|
$500,496
0.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
10,686
shares
|
$496,685
0.03% of portfolio
|
Q2 2025
New holding
|