New Jersey Resources Corp (NJR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

101,231,405Shares Outstanding

519,183Shares held by institutions

$28,118,951Value of institutional holdings

75.07%Institutional ownership %

5.06%Shares Changed QoQ

386No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, New Jersey Resources Corp (NYSE:NJR) is held by 386 institutional firms.

The percentage of New Jersey Resources owned by institutions changed from 75.3% in September 2025 to 75.1% in December 2025, marking a slight down trend.
Quarterly data indicates a 5.06% shift in institutional share volume, and the annual owner count reflects a decrease of 0.26%.
A review of institutional activity for New Jersey Resources shows 174 of 386 filers increasing their positions, while 155 reduced their stake, and 57 remained unchanged.
This class of investors increased its holdings in New Jersey Resources to 76.00Mn shares for the 13F-cycle ending December 2025, up by 3.66Mn shares quarter on quarter, and up 1.79Mn shares year over year.
The top institutional stake in New Jersey Resources as of December 31, 2025 belongs to BlackRock, Inc., which owns 17.83Mn shares, or 17.62% of the company.
Among the most significant buyers of New Jersey Resources during December 2025 were NORGES BANK (1.30Mn), Energy Income Partners, LLC (894.70K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (786.03K), DIMENSIONAL FUND ADVISORS LP (367.84K), CITADEL ADVISORS LLC (367.68K).
Leading sellers of New Jersey Resources stock in December 2025 included MILLENNIUM MANAGEMENT LLC (632.46K), GOLDMAN SACHS GROUP INC (204.30K), BANK OF AMERICA CORP /DE/ (123.00K), VANGUARD GROUP INC (106.94K), Squarepoint Ops LLC (103.08K).
The top 10 institutional holders of New Jersey Resources for the quarter ending December 2025 included BlackRock, Inc. (17.83Mn), VANGUARD GROUP INC (10.91Mn), STATE STREET CORP (4.91Mn), DIMENSIONAL FUND ADVISORS LP (3.93Mn), WELLS FARGO & COMPANY/MN (2.68Mn), GEODE CAPITAL MANAGEMENT, LLC (2.63Mn), Energy Income Partners, LLC (1.85Mn), Neuberger Berman Group LLC (1.48Mn), NORGES BANK (1.30Mn), MORGAN STANLEY (1.28Mn).

386 Institutional Holders

519,183 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	17,834,813	124,423	0.70%	$822,541,538.00
VANGUARD GROUP INC	31 Dec, 2025	10,912,990	-106,939	-0.97%	$503,307,099.00
STATE STREET CORP	31 Dec, 2025	4,907,588	-23,392	-0.47%	$228,622,090.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	3,934,165	367,844	10.31%	$181,445,672.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	2,684,325	-47,846	-1.75%	$123,801,049.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	2,629,373	10,448	0.40%	$121,284,674.00
Energy Income Partners, LLC	31 Dec, 2025	1,846,224	894,697	94.03%	$85,147,851.00
Neuberger Berman Group LLC	31 Dec, 2025	1,483,272	4,866	0.33%	$68,423,302.00
NORGES BANK	31 Dec, 2025	1,302,576	1,302,576	0.00%	$60,074,805.00
MORGAN STANLEY	31 Dec, 2025	1,283,533	208,388	19.38%	$59,196,646.00
NORTHERN TRUST CORP	31 Dec, 2025	1,248,878	-86,466	-6.48%	$57,598,255.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,210,076	-23,579	-1.91%	$55,808,705.00
Bank of New York Mellon Corp	31 Dec, 2025	1,080,900	-53,370	-4.71%	$49,851,086.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	1,066,265	-92,454	-7.98%	$49,176,145.00
ProShare Advisors LLC	31 Dec, 2025	871,644	-44,962	-4.91%	$40,200,222.00
ROYAL LONDON ASSET MANAGEMENT LTD	31 Dec, 2025	813,871	25,001	3.17%	$37,535,731.00
FMR LLC	31 Dec, 2025	811,515	-334	-0.04%	$37,427,064.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	787,628	238,889	43.53%	$36,325,402.00
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	31 Dec, 2025	786,034	786,034	0.00%	$36,252,000.00
Bragg Financial Advisors, Inc	31 Dec, 2025	744,279	205,627	38.17%	$34,326,148.00

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