Skip to main content
Institutional Ownership · SEC Form 13F

Who owns New Jersey Resources (NJR)


Which tracked institutional funds hold NJR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NJR company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

421
Institutional holders
79M
Shares held (tracked funds)
79.1%
Of shares outstanding

How the tape is positioned

100 tracked funds added or opened NJR while 72 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

NJR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in NJR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 421 tracked filers holding NJR, 239 increased or opened the position and 195 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in NJR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 18

  • Caisse de depot et placement du Quebec$30M
  • Bridgewater Associates, LP$3M
  • Convergence Investment Partners, LLC$3M
  • XTX Topco Ltd$3M
  • Ilex Capital Partners (UK) LLP$3M
  • Jupiter Topco LLC$3M

Full exits 39

  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$36M
  • Janney Montgomery Scott LLC$14M
  • CANADA LIFE ASSURANCE Co$7M
  • HRT FINANCIAL LP$7M
  • NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7M
  • SG Americas Securities, LLC$5M

Largest adds

  • BlackRock, Inc.$201M
  • AQR CAPITAL MANAGEMENT LLC$42M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$33M
  • GEODE CAPITAL MANAGEMENT, LLC$31M
  • JPMORGAN CHASE & CO$25M
  • STATE STREET CORP$25M

Largest trims

  • TWO SIGMA INVESTMENTS, LP$14M
  • BARCLAYS PLC$7M
  • GOLDMAN SACHS GROUP INC$7M
  • FIRST TRUST ADVISORS LP$6M
  • JANE STREET GROUP, LLC$5M
  • WELLS FARGO & COMPANY/MN$4M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added17,993,218$1.0B23.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added6,342,251$355M8.3%2026-Q2
STATE STREET CORP added5,418,885$306M7.2%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added4,542,869$255M6.0%2026-Q2
DIMENSIONAL FUND ADVISORS LP added4,313,917$242M5.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added3,094,446$173M4.1%2026-Q2
WELLS FARGO & COMPANY/MN trimmed2,343,079$131M3.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added1,887,829$106M2.5%2026-Q2
MORGAN STANLEY added1,699,371$95M2.2%2026-Q2
NEUBERGER BERMAN GROUP LLC added1,611,450$90M2.1%2026-Q2
Energy Income Partners, LLC trimmed1,402,434$79M1.8%2026-Q2
NORTHERN TRUST CORP added1,352,798$76M1.8%2026-Q2
NORGES BANK trimmed1,251,671$70M1.6%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,200,806$67M1.6%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed1,101,347$62M1.4%2026-Q2
JPMORGAN CHASE & CO added1,062,877$61M1.4%2026-Q2
Bank of New York Mellon Corp trimmed1,030,009$58M1.4%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added854,608$48M1.1%2026-Q2
FMR LLC added846,227$47M1.1%2026-Q2
ROYAL LONDON ASSET MANAGEMENT LTD trimmed830,283$47M1.1%2026-Q2
Bragg Financial Advisors, Inc added803,472$45M1.1%2026-Q2
FIRST TRUST ADVISORS LP trimmed803,138$45M1.1%2026-Q2
VANGUARD FIDUCIARY TRUST CO added672,636$38M0.9%2026-Q2
ProShare Advisors LLC trimmed625,515$35M0.8%2026-Q2
Caisse de depot et placement du Quebec new533,628$30M0.7%2026-Q2
UBS Group AG added471,597$26M0.6%2026-Q2
Invesco Ltd. added454,440$25M0.6%2026-Q2
GOLDMAN SACHS GROUP INC trimmed429,424$24M0.6%2026-Q2
BANK OF AMERICA CORP /DE/ added403,784$23M0.5%2026-Q2
CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed387,609$22M0.5%2026-Q2
Qube Research & Technologies Ltd trimmed386,047$22M0.5%2026-Q2
Nuveen, LLC added344,595$19M0.5%2026-Q2
RHUMBLINE ADVISERS added344,316$19M0.5%2026-Q2
ALGERT GLOBAL LLC added326,349$18M0.4%2026-Q2
Legal & General Group Plc added313,053$18M0.4%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added308,305$17M0.4%2026-Q2
SEGALL BRYANT & HAMILL, LLC trimmed304,155$17M0.4%2026-Q2
Sourcerock Group LLC trimmed289,573$16M0.4%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added275,348$15M0.4%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed249,202$14M0.3%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added230,222$13M0.3%2026-Q2
California Public Employees Retirement System trimmed225,894$13M0.3%2026-Q2
GLENMEDE TRUST CO NA trimmed221,730$12M0.3%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC trimmed209,032$12M0.3%2026-Q2
ALLIANCEBERNSTEIN L.P. added207,363$11M0.3%2026-Q2
Aptus Capital Advisors, LLC added204,552$11M0.3%2026-Q2
Swiss National Bank added202,400$11M0.3%2026-Q2
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added193,937$11M0.3%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed190,414$11M0.3%2026-Q2
Clear Harbor Asset Management, LLC added183,872$10M0.2%2026-Q2
STIFEL FINANCIAL CORP trimmed183,864$10M0.2%2026-Q2
MATTERN CAPITAL MANAGEMENT, LLC trimmed174,671$10M0.2%2026-Q2
Allianz Asset Management GmbH161,818$9M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC added158,052$9M0.2%2026-Q2
MetLife Investment Management, LLC added152,063$9M0.2%2026-Q2
AMERIPRISE FINANCIAL INC added148,870$8M0.2%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed147,590$8M0.2%2026-Q2
PRUDENTIAL FINANCIAL INC added146,755$8M0.2%2026-Q2
CITIGROUP INC added138,481$8M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added130,441$7M0.2%2026-Q2
ExodusPoint Capital Management, LP added130,064$7M0.2%2026-Q2
DEUTSCHE BANK AG\ trimmed129,043$7M0.2%2026-Q2
MARTINGALE ASSET MANAGEMENT L P added125,036$7M0.2%2026-Q2
BENJAMIN EDWARDS INC trimmed120,576$7M0.2%2026-Q2
CAPTRUST FINANCIAL ADVISORS added117,768$7M0.2%2026-Q2
CAPITAL FUND MANAGEMENT S.A. trimmed117,503$7M0.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added117,156$7M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added115,899$6M0.2%2026-Q2
JOHN G ULLMAN & ASSOCIATES INC trimmed109,960$6M0.1%2026-Q2
HENNESSY ADVISORS INC added109,934$6M0.1%2026-Q2
Retirement Systems of Alabama trimmed104,382$6M0.1%2026-Q2
SEI INVESTMENTS CO added100,601$6M0.1%2026-Q2
Maryland State Retirement & Pension System added95,686$5M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed94,990$5M0.1%2026-Q2
Russell Investments Group, Ltd. added93,667$5M0.1%2026-Q2
FRANKLIN RESOURCES INC trimmed92,976$5M0.1%2026-Q2
Cerity Partners LLC added92,558$5M0.1%2026-Q2
LPL Financial LLC trimmed91,023$5M0.1%2026-Q2
PEREGRINE CAPITAL MANAGEMENT LLC trimmed89,667$5M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed88,646$5M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added82,676$5M0.1%2026-Q2
BARCLAYS PLC trimmed80,807$5M0.1%2026-Q2
NISA INVESTMENT ADVISORS, LLC added80,589$5M0.1%2026-Q2
Susquehanna Portfolio Strategies, LLC added79,045$4M0.1%2026-Q2
Vanguard Investments Australia, Ltd. added78,116$4M0.1%2026-Q2
ROYAL BANK OF CANADA added72,922$4M0.1%2026-Q2
MACQUARIE GROUP LTD added71,231$4M0.1%2026-Q2
Cetera Investment Advisers added68,440$4M0.1%2026-Q2
Mariner, LLC added67,481$4M0.1%2026-Q2
ALPS ADVISORS INC added66,213$4M0.1%2026-Q2
MILLENNIUM MANAGEMENT LLC added63,839$4M0.1%2026-Q2
Corient Private Wealth LP added63,278$4M0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed62,891$4M0.1%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC trimmed61,426$3M0.1%2026-Q2
KLP KAPITALFORVALTNING AS added61,300$3M0.1%2026-Q2
HSBC HOLDINGS PLC added60,652$3M0.1%2026-Q2
Bridgewater Associates, LP new59,048$3M0.1%2026-Q2
Convergence Investment Partners, LLC new56,576$3M0.1%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank) added55,690$3M0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed53,970$3M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership