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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 17,993,218 | $1.0B | 23.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 6,342,251 | $355M | 8.3% | 2026-Q2 |
| STATE STREET CORP added | 5,418,885 | $306M | 7.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,542,869 | $255M | 6.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,313,917 | $242M | 5.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,094,446 | $173M | 4.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,343,079 | $131M | 3.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,887,829 | $106M | 2.5% | 2026-Q2 |
| MORGAN STANLEY added | 1,699,371 | $95M | 2.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,611,450 | $90M | 2.1% | 2026-Q2 |
| Energy Income Partners, LLC trimmed | 1,402,434 | $79M | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,352,798 | $76M | 1.8% | 2026-Q2 |
| NORGES BANK trimmed | 1,251,671 | $70M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,200,806 | $67M | 1.6% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,101,347 | $62M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,062,877 | $61M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,030,009 | $58M | 1.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 854,608 | $48M | 1.1% | 2026-Q2 |
| FMR LLC added | 846,227 | $47M | 1.1% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 830,283 | $47M | 1.1% | 2026-Q2 |
| Bragg Financial Advisors, Inc added | 803,472 | $45M | 1.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 803,138 | $45M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 672,636 | $38M | 0.9% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 625,515 | $35M | 0.8% | 2026-Q2 |
| Caisse de depot et placement du Quebec new | 533,628 | $30M | 0.7% | 2026-Q2 |
| UBS Group AG added | 471,597 | $26M | 0.6% | 2026-Q2 |
| Invesco Ltd. added | 454,440 | $25M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 429,424 | $24M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 403,784 | $23M | 0.5% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 387,609 | $22M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 386,047 | $22M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 344,595 | $19M | 0.5% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 344,316 | $19M | 0.5% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 326,349 | $18M | 0.4% | 2026-Q2 |
| Legal & General Group Plc added | 313,053 | $18M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 308,305 | $17M | 0.4% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 304,155 | $17M | 0.4% | 2026-Q2 |
| Sourcerock Group LLC trimmed | 289,573 | $16M | 0.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 275,348 | $15M | 0.4% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 249,202 | $14M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 230,222 | $13M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 225,894 | $13M | 0.3% | 2026-Q2 |
| GLENMEDE TRUST CO NA trimmed | 221,730 | $12M | 0.3% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 209,032 | $12M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 207,363 | $11M | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 204,552 | $11M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 202,400 | $11M | 0.3% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 193,937 | $11M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 190,414 | $11M | 0.3% | 2026-Q2 |
| Clear Harbor Asset Management, LLC added | 183,872 | $10M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 183,864 | $10M | 0.2% | 2026-Q2 |
| MATTERN CAPITAL MANAGEMENT, LLC trimmed | 174,671 | $10M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH | 161,818 | $9M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 158,052 | $9M | 0.2% | 2026-Q2 |
| MetLife Investment Management, LLC added | 152,063 | $9M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 148,870 | $8M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 147,590 | $8M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 146,755 | $8M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 138,481 | $8M | 0.2% | 2026-Q2 |
| 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 |
| DEUTSCHE BANK AG\ trimmed | 129,043 | $7M | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 125,036 | $7M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 120,576 | $7M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 117,768 | $7M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 117,503 | $7M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 117,156 | $7M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 115,899 | $6M | 0.2% | 2026-Q2 |
| JOHN G ULLMAN & ASSOCIATES INC trimmed | 109,960 | $6M | 0.1% | 2026-Q2 |
| HENNESSY ADVISORS INC added | 109,934 | $6M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 104,382 | $6M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 100,601 | $6M | 0.1% | 2026-Q2 |
| Maryland State Retirement & Pension System added | 95,686 | $5M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 94,990 | $5M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 93,667 | $5M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 92,976 | $5M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 92,558 | $5M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 91,023 | $5M | 0.1% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 89,667 | $5M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 88,646 | $5M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 82,676 | $5M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 80,807 | $5M | 0.1% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC added | 80,589 | $5M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 79,045 | $4M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 78,116 | $4M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 72,922 | $4M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 71,231 | $4M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 68,440 | $4M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 67,481 | $4M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 66,213 | $4M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 63,839 | $4M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 63,278 | $4M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 62,891 | $4M | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 61,426 | $3M | 0.1% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS added | 61,300 | $3M | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 60,652 | $3M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP new | 59,048 | $3M | 0.1% | 2026-Q2 |
| Convergence Investment Partners, LLC new | 56,576 | $3M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 55,690 | $3M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 53,970 | $3M | 0.1% | 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.
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.