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 443 institutions that hold shares in the stock, with a total of 74.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
445
shares
|
$20,745
0.0% of portfolio
|
Q3 2025
Added 5462.5%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
440
shares
|
$20,512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
428
shares
|
$19,953
0.0% of portfolio
|
Q3 2025
Added 292.66%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
400
shares
|
$18,648
0.01% of portfolio
|
Q1 2025
Reduced 96.15%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
400
shares
|
$18,648
0.0% of portfolio
|
Q4 2023
Reduced 39.85%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
363
shares
|
$16,923
0.01% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
351
shares
|
$16,363
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
350
shares
|
$16,317
0.0% of portfolio
|
Q1 2025
Reduced 24.73%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
345
shares
|
$16,083
0.0% of portfolio
|
Q3 2025
Added 23.66%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
325
shares
|
$15,151
0.01% of portfolio
|
Q4 2023
Reduced 27.78%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
320
shares
|
$14,918
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
300
shares
|
$13,986
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
300
shares
|
$13,986
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
286
shares
|
$13,333
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
285
shares
|
$13,286
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
269
shares
|
$12,540
0.01% of portfolio
|
Q1 2024
Added 10.25%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
252
shares
|
$11,748
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
239
shares
|
$11,142
0.0% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
219
shares
|
$10,209
0.0% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
217
shares
|
$10,116
0.01% of portfolio
|
Q3 2025
Added 185.53%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
201
shares
|
$9,370
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
201
shares
|
$9,370
0.0% of portfolio
|
Q1 2025
Reduced 39.46%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
200
shares
|
$9,324
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
199
shares
|
$9,277
0.0% of portfolio
|
Q3 2025
Added 9.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
177
shares
|
$8,251
0.0% of portfolio
|
Q3 2025
Added 108.24%
|
|