New Jersey Resources NJR Institutional Ownership

NYSE NJR

$53.36 -0.64 (-1.19%)

As of: Sep 9, 2026 · 2:37 PM EDT

Institutions by Trading Activity

456 Institutions

Increased 250 54.8%

Unchanged 83 18.2%

Reduced 123 27.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

80.80%

▲+5.69 pp QoQ

Shares Held by Institutions

81.68Mn

of 101.09Mn outstanding

▲+10.32% QoQ

Shares Outstanding

101.09Mn

19.41Mn held outside 13F filers

Institutional Investors

456

filed 13F for Jun 2026

▲+22 vs prior quarter

Net Shares Added (QoQ)

+7.64Mn

accumulated since last quarter

Value of Holdings

$4.36Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

New Jersey Resources Corp (NYSE:NJR) has 456 institutional investors with active 13F positions as of June 2026.

These investors held 80.8% of outstanding shares in June 2026, up from 75.1% in March 2026.
They increased total shares held in NJR by 10.32% quarter over quarter, and investors in New Jersey Resources increased 15.74% from a year ago.
Of these 456 funds, 250 grew their exposure to New Jersey Resources, 123 cut back, and 83 maintained positions.
Institutional investors collectively held 81.68Mn shares in New Jersey Resources as of June 2026, up by 7.64Mn shares quarter on quarter, and up 4.59Mn shares year over year.
BlackRock, Inc. is the top holder of New Jersey Resources as of June 30, 2026, with 17.99Mn shares representing 17.8% of outstanding stock.
Leading buyers of New Jersey Resources shares for the quarter ending June 2026 were NORGES BANK (1.25Mn), Sixth Street Partners Management Company, L.P. (1.2Mn), AQR CAPITAL MANAGEMENT LLC (723.41K), BlackRock, Inc. (611.38K), CAISSE DE DEPOT ET PLACEMENT DU QUEBEC (533.63K).
Leading sellers of New Jersey Resources shares for the quarter ending June 2026 were TWO SIGMA INVESTMENTS, LP (267.06K), Goldman Sachs Group Inc (142.05K), Barclays Plc (136.73K), Wells Fargo & Company/Mn (125.51K), FIRST TRUST ADVISORS LP (122.07K).
Per Business Quant, the top 10 investors in NJR for the quarter ending June 2026 include BlackRock, Inc. (17.99Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (6.34Mn), State Street Corp (5.42Mn), VANGUARD CAPITAL MANAGEMENT LLC (4.54Mn), DIMENSIONAL FUND ADVISORS LP (4.31Mn), GEODE CAPITAL MANAGEMENT, LLC (3.09Mn), Wells Fargo & Company/Mn (2.34Mn), AQR CAPITAL MANAGEMENT LLC (1.89Mn), Morgan Stanley (1.7Mn), Neuberger Berman Group LLC (1.61Mn).

Form 13F Holdings

456 Institutional Holders

Report period 30 Jun, 2026

Total shares held 81.68Mn

Of outstanding 80.80%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	17,993,218	17.80%	▲611,379	+3.52%	$1.01Bn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	6,342,251	6.27%	▲469,688	+8.00%	$355.42Mn
3	State Street Corp	0000093751	5,418,885	5.36%	▲343,537	+6.77%	$306.13Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	4,542,869	4.49%	▲40,591	+0.90%	$254.58Mn
5	DIMENSIONAL FUND ADVISORS LP	0000354204	4,313,917	4.27%	▲172,587	+4.17%	$241.76Mn
6	GEODE CAPITAL MANAGEMENT, LLC	0001214717	3,094,446	3.06%	▲492,943	+18.95%	$173.44Mn
7	Wells Fargo & Company/Mn	0000072971	2,343,079	2.32%	▼125,511	-5.08%	$131.31Mn
8	AQR CAPITAL MANAGEMENT LLC	0001167557	1,887,829	1.87%	▲723,414	+62.13%	$105.79Mn
9	Morgan Stanley	0000895421	1,699,371	1.68%	▲394,480	+30.23%	$95.23Mn
10	Neuberger Berman Group LLC	0001465109	1,611,450	1.59%	▲97,671	+6.45%	$90.44Mn
11	Energy Income Partners, LLC	0001388814	1,402,434	1.39%	▼13,567	-0.96%	$78.59Mn
12	Northern Trust Corp	0000073124	1,352,798	1.34%	▲57,791	+4.46%	$75.81Mn
13	NORGES BANK	0001374170	1,251,671	1.24%	▲1,251,671	0.00%	$70.14Mn
14	Sixth Street Partners Management Company, L.P.	0001812095	1,200,806	1.19%	▲1,200,806	0.00%	$67.29Mn
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,200,806	1.19%	▲4,922	+0.41%	$67.29Mn
15	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	1,101,347	1.09%	▼9,405	-0.85%	$61.72Mn
16	Jpmorgan Chase & Co	0000019617	1,062,877	1.05%	▲421,542	+65.73%	$60.77Mn
17	Bank of New York Mellon Corp	0001390777	1,030,009	1.02%	▼33,075	-3.11%	$57.72Mn
18	VICTORY CAPITAL MANAGEMENT INC	0001040188	854,608	0.85%	▲226,299	+36.02%	$47.89Mn
19	FMR LLC	0000315066	846,227	0.84%	▲47,696	+5.97%	$47.42Mn

Showing 1 to 20 of 456 holders