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-Q1 13F filings (latest filed 2026-05-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on NJR is one-sided between 2025-Q4 and 2026-Q1: 155 added or opened and 35 trimmed or exited — on balance accumulating.
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 2025-Q4 and 2026-Q1, across 434 tracked filers holding NJR, 244 increased or opened the position and 163 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 21
- VANGUARD PORTFOLIO MANAGEMENT LLC$323M
- VANGUARD CAPITAL MANAGEMENT LLC$247M
- VANGUARD FIDUCIARY TRUST CO$36M
- HRT FINANCIAL LP$7M
- JANE STREET GROUP, LLC$7M
- VANGUARD ASSET MANAGEMENT, Ltd$4M
Full exits 17
- VANGUARD GROUP INC$503M
- Meiji Yasuda Asset Management Co Ltd.$6M
- MERITAGE PORTFOLIO MANAGEMENT$4M
- ZACKS INVESTMENT MANAGEMENT$3M
- TWO SIGMA ADVISERS, LP$3M
- Balyasny Asset Management L.P.$3M
Largest adds
- STATE STREET CORP$52M
- DIMENSIONAL FUND ADVISORS LP$46M
- AQR CAPITAL MANAGEMENT LLC$27M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$25M
- GEODE CAPITAL MANAGEMENT, LLC$22M
- NEUBERGER BERMAN GROUP LLC$15M
Largest trims
- CITADEL ADVISORS LLC$16M
- BlackRock, Inc.$15M
- Qube Research & Technologies Ltd$9M
- Energy Income Partners, LLC$7M
- ProShare Advisors LLC$3M
- Invesco Ltd.$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 17,993,218 | $1.0B | 21.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,872,563 | $323M | 6.9% | 2026-Q1 |
| STATE STREET CORP added | 5,418,885 | $306M | 6.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,502,278 | $247M | 5.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 4,141,330 | $227M | 4.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,601,503 | $143M | 3.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,468,590 | $136M | 2.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,887,829 | $106M | 2.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,513,779 | $83M | 1.8% | 2026-Q1 |
| Energy Income Partners, LLC trimmed | 1,416,001 | $78M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,304,891 | $72M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,295,007 | $71M | 1.5% | 2026-Q1 |
| NORGES BANK trimmed | 1,251,671 | $70M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,195,884 | $66M | 1.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 1,110,752 | $61M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,063,084 | $58M | 1.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 925,204 | $51M | 1.1% | 2026-Q1 |
| FMR LLC added | 846,227 | $47M | 1.0% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 840,152 | $47M | 1.0% | 2026-Q1 |
| Bragg Financial Advisors, Inc added | 753,433 | $41M | 0.9% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 672,852 | $37M | 0.8% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 655,430 | $36M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 654,587 | $36M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 641,335 | $36M | 0.8% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 628,309 | $35M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 571,475 | $31M | 0.7% | 2026-Q1 |
| Invesco Ltd. added | 454,440 | $25M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 462,130 | $25M | 0.5% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 416,958 | $23M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 414,814 | $23M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 377,377 | $21M | 0.4% | 2026-Q1 |
| Sourcerock Group LLC added | 349,872 | $19M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 336,110 | $18M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 316,761 | $17M | 0.4% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 313,895 | $17M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 302,964 | $17M | 0.4% | 2026-Q1 |
| Legal & General Group Plc added | 291,911 | $16M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 275,348 | $15M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 275,561 | $15M | 0.3% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 259,618 | $14M | 0.3% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 256,372 | $14M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 247,803 | $14M | 0.3% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 242,407 | $13M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 226,635 | $12M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 217,534 | $12M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 206,895 | $11M | 0.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 203,311 | $11M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 199,400 | $11M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 190,414 | $11M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 188,962 | $10M | 0.2% | 2026-Q1 |
| Clear Harbor Asset Management, LLC added | 180,741 | $10M | 0.2% | 2026-Q1 |
| MATTERN CAPITAL MANAGEMENT, LLC trimmed | 180,016 | $10M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 179,425 | $10M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 200,984 | $9M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC | 166,239 | $9M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 161,818 | $9M | 0.2% | 2026-Q1 |
| MetLife Investment Management, LLC added | 146,926 | $8M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 146,282 | $8M | 0.2% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 145,666 | $8M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 141,490 | $8M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 135,847 | $7M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 135,213 | $7M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 134,439 | $7M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 130,441 | $7M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 130,064 | $7M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 131,883 | $7M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 128,900 | $7M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 123,630 | $7M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 122,843 | $7M | 0.1% | 2026-Q1 |
| JOHN G ULLMAN & ASSOCIATES INC trimmed | 117,260 | $6M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 114,498 | $6M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 112,540 | $6M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 110,703 | $6M | 0.1% | 2026-Q1 |
| HENNESSY ADVISORS INC | 106,134 | $6M | 0.1% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 97,466 | $5M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 95,786 | $5M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 95,273 | $5M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 94,936 | $5M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 94,140 | $5M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 93,303 | $5M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 92,752 | $5M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 92,243 | $5M | 0.1% | 2026-Q1 |
| Aventail Capital Group, LP added | 92,234 | $5M | 0.1% | 2026-Q1 |
| Maryland State Retirement & Pension System trimmed | 90,460 | $5M | 0.1% | 2026-Q1 |
| Man Group plc added | 89,823 | $5M | 0.1% | 2026-Q1 |
| Castellan Group added | 88,321 | $5M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 85,918 | $5M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 79,231 | $4M | 0.1% | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC added | 78,142 | $4M | 0.1% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 78,264 | $4M | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 73,555 | $4M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 72,397 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 10,912,990 | $503M | 10.8% | 2025-Q4 stale |
| Glenmede Investment Management, LP trimmed | 263,474 | $13M | 0.3% | 2025-Q3 stale |
| Point72 Asset Management, L.P. trimmed | 171,480 | $8M | 0.2% | 2025-Q3 stale |
| Corebridge Financial, Inc. trimmed | 158,951 | $8M | 0.2% | 2025-Q1 stale |
| MARSHALL WACE, LLP added | 150,214 | $7M | 0.1% | 2025-Q2 stale |
| Advisors Preferred, LLC added | 133,438 | $6M | 0.1% | 2025-Q3 stale |
| Meiji Yasuda Asset Management Co Ltd. added | 132,947 | $6M | 0.1% | 2025-Q4 stale |
| MERITAGE PORTFOLIO MANAGEMENT trimmed | 94,634 | $4M | 0.1% | 2025-Q4 stale |
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.
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.