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 413 institutions that hold shares in the stock, with a total of 73.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
9,827
shares
|
$460,886
0.1% of portfolio
|
Q4 2024
Reduced 21.13%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
9,715
shares
|
$455,633
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
9,672
shares
|
$453,616
0.01% of portfolio
|
Q4 2024
Reduced 58.81%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,654
shares
|
$452,772
0.07% of portfolio
|
Q4 2024
Reduced 40.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
9,636
shares
|
$451,928
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
9,195
shares
|
$431,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
9,185
shares
|
$430,776
0.0% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
9,146
shares
|
$428,947
0.3% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Entry Point Capital, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
9,116
shares
|
$427,540
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
9,061
shares
|
$424,960
0.0% of portfolio
|
Q4 2024
Added 91.65%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
9,032
shares
|
$423,600
0.01% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
9,000
shares
|
$422,100
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
8,901
shares
|
$417,456
0.0% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
8,737
shares
|
$409,765
0.08% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
8,685
shares
|
$407,326
0.08% of portfolio
|
Q4 2024
Added 48.82%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
8,610
shares
|
$403,809
0.05% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
8,480
shares
|
$397,712
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
8,452
shares
|
$396,398
0.06% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
8,259
shares
|
$387,347
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
8,169
shares
|
$383,126
0.0% of portfolio
|
Q4 2024
Reduced 68.04%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
8,125
shares
|
$381,062
0.01% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,975
shares
|
$374,027
0.01% of portfolio
|
Q4 2023
Reduced 0.65%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
7,955
shares
|
$373,089
0.01% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
7,665
shares
|
$359,488
0.01% of portfolio
|
Q4 2024
Added 91.72%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
7,600
shares
|
$356,440
0.0% of portfolio
|
Q2 2024
Added 18.75%
|