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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
175
shares
|
$8,158
0.0% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
158
shares
|
$7,365
0.0% of portfolio
|
Q2 2024
Added 119.44%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
152
shares
|
$7,086
0.0% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
151
shares
|
$7,039
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
148
shares
|
$6,899
0.0% of portfolio
|
Q1 2020
Reduced 33.78%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
132
shares
|
$6,153
0.0% of portfolio
|
Q2 2025
Reduced 95.54%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
124
shares
|
$5,780
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
121
shares
|
$5,641
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
104
shares
|
$4,848
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
102
shares
|
$4,755
0.0% of portfolio
|
Q2 2025
Added 209.09%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
102
shares
|
$4,755
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
96
shares
|
$4,475
0.0% of portfolio
|
Q3 2025
Added 12.94%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
88
shares
|
$4,102
0.0% of portfolio
|
Q3 2025
Reduced 77.44%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
85
shares
|
$3,962
0.0% of portfolio
|
Q3 2023
Reduced 5.56%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
82
shares
|
$3,822
0.0% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
75
shares
|
$3,496
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
72
shares
|
$3,356
0.0% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
60
shares
|
$2,797
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
48
shares
|
$2,237
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
45
shares
|
$2,097
0.0% of portfolio
|
Q2 2025
Added 650.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
44
shares
|
$2,051
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
43
shares
|
$2,004
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
40
shares
|
$1,864
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
35
shares
|
$1,631
0.0% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
32
shares
|
$1,491
0.0% of portfolio
|
Q3 2025
Reduced 15.79%
|
|