Institutional Ownership New Oriental Education & Technology Group Inc. (EDU)
This table provides information about the institutional ownership of New Oriental Education & Technology Group Inc. (EDU). We have compiled data on the 245 institutions that hold shares in the stock, with a total of 61.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
123
shares
|
$5,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
104
shares
|
$4,858
0.0% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
101
shares
|
$4,718
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
85
shares
|
$3,971
0.0% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
79
shares
|
$3,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
68
shares
|
$3,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
62
shares
|
$2,896
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
50
shares
|
$2,336
0.0% of portfolio
|
Q4 2023
Reduced 7.41%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
49
shares
|
$2,289
0.0% of portfolio
|
Q3 2022
Reduced 58.12%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
47
shares
|
$2,195
0.0% of portfolio
|
Q3 2022
Added 62.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
43
shares
|
$2,008
0.0% of portfolio
|
Q3 2024
Reduced 99.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
36
shares
|
$1,681
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
36
shares
|
$1,681
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
35
shares
|
$1,635
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
35
shares
|
$1,635
0.0% of portfolio
|
Q1 2024
Reduced 94.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32
shares
|
$1,495
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
15
shares
|
$700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
14
shares
|
$654
0.0% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
12
shares
|
$560
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
5
shares
|
$233
0.0% of portfolio
|
Q4 2024
Reduced 68.75%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5
shares
|
$233
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4
shares
|
$186
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
3
shares
|
$140
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|