NEW ORIENTAL ED & TECHNOLOGY (EDU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
163
Reporting holders
$2.1B
Reported value
2.8%
Of shares outstanding
2.3%
Held as options
-4
Holder change
Institutions report 43,885,330 shares against 1,580,288,613 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2025q2i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| First Beijing Investment Ltd | $401.0M | 8,733,979 | 16.41% | 7q | -2.9%-$12.0M |
| Invesco Ltd. | $221.2M | 4,817,200 | 0.02% | 17q | -0.8%-$1.9M |
| Discerene Group LP | $141.3M | 3,077,987 | 15.89% | 6q | +63.2%+$54.7M |
| RENAISSANCE TECHNOLOGIES LLC | $131.2M | 2,857,164 | 0.18% | 17q | -3.1%-$4.2M |
| Orbis Allan Gray Ltd | $99.3M | 2,162,403 | 0.34% | 4q | +84.7%+$45.5M |
| ALKEON CAPITAL MANAGEMENT LLC | $79.3M | 1,727,986 | 0.11% | 17q | HELD |
| UBS Group AG | $78.2M | 1,702,544 | 0.01% | 17q | +41.0%+$22.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $67.8M | 1,477,776 | 0.01% | 3q | -7.2%-$5.3M |
| FEDERATED HERMES, INC. | $66.5M | 1,447,999 | 0.10% | 4q | +0.8%+$556.8K |
| MORGAN STANLEY | $65.8M | 1,433,721 | 0.00% | 17q | -33.0%-$32.4M |
| ALLIANCEBERNSTEIN L.P. | $61.5M | 1,085,798 | 0.02% | 2q | +7.7%+$4.4M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $51.3M | 1,109,993 | 0.04% | 13q | HELD |
| BlackRock, Inc. | $47.2M | 1,027,386 | 0.00% | 8q | -29.1%-$19.3M |
| FMR LLC | $43.7M | 952,436 | 0.00% | 17q | -51.2%-$45.8M |
| CITADEL ADVISORS LLC | $41.6M | 786,424 | 0.00% | 17q | +38.0%+$11.5M |
| SERENITY CAPITAL MANAGEMENT PTE. LTD. | $35.2M | 767,324 | 10.62% | 7q | +16.8%+$5.1M |
| Yiheng Capital Management, L.P. | $32.1M | 1,636 | 11.03% | 17q | -99.6%-$7.4B |
| Point72 Asset Management, L.P. | $31.9M | 694,983 | 0.04% | 3q | -11.8%-$4.3M |
| Man Group plc | $28.0M | 609,300 | 0.04% | 5q | +28.7%+$6.2M |
| GOLDMAN SACHS GROUP INC | $27.1M | 590,619 | 0.00% | 17q | -14.8%-$4.7M |
| Amundi | $23.4M | 510,778 | 0.01% | 17q | +0.6%+$137.9K |
| LAZARD ASSET MANAGEMENT LLC | $20.9M | 456,177 | 0.03% | 2q | +39.4%+$5.9M |
| Monolith Management Ltd | $20.2M | 439,500 | 9.11% | 5q | +348.6%+$15.7M |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | $18.9M | 411,598 | 0.99% | 3q | -21.2%-$5.1M |
| Carmignac Gestion | $16.9M | 368,392 | 0.22% | 15q | HELD |
| MACKENZIE FINANCIAL CORP | $16.1M | 350,003 | 0.02% | 5q | -25.9%-$5.6M |
| BANK OF AMERICA CORP /DE/ | $13.8M | 300,267 | 0.00% | 17q | -28.7%-$5.6M |
| SHAH CAPITAL MANAGEMENT | $13.5M | 294,866 | 2.57% | 11q | -3.0%-$417.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.5M | options only | 0.00% | 17q | OPTIONS |
| Qube Research & Technologies Ltd | $11.4M | 248,637 | 0.01% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11.1M | 242,500 | 0.00% | 2q | +6477.2%+$11.0M |
| MARSHALL WACE, LLP | $9.6M | 208,026 | 0.01% | 4q | +112.5%+$5.1M |
| FIL Ltd | $9.3M | 203,042 | 0.01% | 3q | +35.1%+$2.4M |
| PRINCIPAL FINANCIAL GROUP INC | $8.7M | 189,300 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $8.1M | 177,232 | 0.00% | 7q | -22.6%-$2.4M |
| AIA Group Ltd | $7.6M | 165,286 | 0.05% | 3q | +77.1%+$3.3M |
| Oasis Management Co Ltd. | $7.5M | 162,654 | 0.40% | 9q | -44.7%-$6.0M |
| Capital World Investors | $6.6M | 144,529 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $4.9M | 106,617 | 0.00% | 17q | -9.5%-$514.1K |
| Tairen Capital Ltd | $4.7M | 102,700 | 0.42% | 4q | -33.9%-$2.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $4.7M | 101,588 | 0.00% | 2q | +108.4%+$2.4M |
| Legal & General Group Plc | $4.4M | 95,018 | 0.00% | 17q | HELD |
| Boston Partners | $4.2M | 91,420 | 0.00% | 3q | -25.2%-$1.4M |
| IMC-Chicago, LLC | $3.5M | options only | 0.00% | 11q | OPTIONS |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3.4M | 73,000 | 0.00% | new | NEW |
| Polymer Capital Management (HK) LTD | $3.3M | 70,826 | 0.16% | 11q | -34.2%-$1.7M |
| MILLENNIUM MANAGEMENT LLC | $3.1M | 68,550 | 0.00% | 17q | -75.6%-$9.7M |
| Quantinno Capital Management LP | $2.5M | 54,788 | 0.00% | 11q | +12.1%+$272.1K |
| Mitsubishi UFJ Trust & Banking Corp | $2.5M | 53,732 | 0.01% | 2q | +159.2%+$1.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2.3M | 50,000 | 0.00% | 3q | -62.3%-$3.8M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $2.2M | 48,500 | 0.00% | 14q | -85.6%-$13.2M |
| Schonfeld Strategic Advisors LLC | $2.0M | 43,285 | 0.01% | 3q | +308.9%+$1.5M |
| BARCLAYS PLC | $1.9M | 40,553 | 0.00% | 17q | +86.8%+$865.0K |
| TWO SIGMA INVESTMENTS, LP | $1.9M | 40,494 | 0.00% | 4q | +26.1%+$384.5K |
| HSBC HOLDINGS PLC | $1.8M | 38,377 | 0.00% | 17q | +66.0%+$704.3K |
| US BANCORP \DE\ | $1.6M | 35,854 | 0.00% | 17q | HELD |
| Swedbank AB | $1.6M | 35,651 | 0.00% | 16q | HELD |
| FACTORY MUTUAL INSURANCE CO | $1.5M | 32,719 | 0.01% | 4q | HELD |
| FRANKLIN RESOURCES INC | $1.5M | 31,726 | 0.00% | 10q | HELD |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $1.4M | 31,000 | 0.02% | 17q | -46.7%-$1.2M |
| SIMPLEX TRADING, LLC | $1.3M | 10,046 | 0.00% | 2q | HELD |
| STOREBRAND ASSET MANAGEMENT AS | $1.3M | 28,478 | 0.00% | 3q | -23.7%-$405.7K |
| Robeco Institutional Asset Management B.V. | $1.3M | 27,702 | 0.00% | 15q | +31.2%+$302.4K |
| JANE STREET GROUP, LLC | $1.3M | 5,145 | 0.00% | 17q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 26,035 | 0.00% | 2q | -1.2%-$14.3K |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | $1.2M | 25,998 | 0.24% | 2q | -79.8%-$4.7M |
| JPMORGAN CHASE & CO | $1.0M | 22,466 | 0.00% | 17q | +947.4%+$938.8K |
| CITIGROUP INC | $1.0M | 22,551 | 0.00% | 17q | -87.8%-$7.4M |
| Tower Research Capital LLC (TRC) | $1.0M | 21,974 | 0.02% | 17q | +1947.9%+$959.6K |
| Jain Global LLC | $996.6K | 21,707 | 0.00% | new | NEW |
| FOX RUN MANAGEMENT, L.L.C. | $945.5K | 20,594 | 0.16% | 5q | -13.4%-$145.9K |
| AMERICAN CENTURY COMPANIES INC | $944.8K | 20,579 | 0.00% | 17q | HELD |
| HighVista Strategies LLC | $942.9K | 20,537 | 0.21% | 3q | +66.7%+$377.4K |
| PROFUND ADVISORS LLC | $941.0K | 20,497 | 0.03% | 16q | +2.3%+$21.0K |
| XTX Topco Ltd | $883.5K | 19,245 | 0.01% | 4q | +8.3%+$67.3K |
| GROUP ONE TRADING LLC | $766.7K | options only | 0.00% | 17q | OPTIONS |
| Laird Norton Wetherby Trust Company, LLC | $765.2K | 16,667 | 0.01% | 3q | -1.9%-$15.2K |
| OVERSEA-CHINESE BANKING Corp Ltd | $741.3K | 16,143 | 0.02% | 15q | HELD |
| DV EQUITIES, LLC | $735.1K | 16,012 | 0.11% | 2q | -62.9%-$1.2M |
| B. Metzler seel. Sohn & Co. AG | $728.5K | 15,869 | 0.01% | 2q | +10.9%+$71.4K |
| BlueCrest Capital Management Ltd | $725.4K | 15,800 | 0.02% | 7q | HELD |
| LPL Financial LLC | $682.7K | 14,870 | 0.00% | 2q | -42.8%-$511.8K |
| PCM Encore, LLC | $670.3K | 14,600 | 0.12% | 3q | HELD |
| Crossmark Global Holdings, Inc. | $640.3K | 13,947 | 0.01% | 2q | +169.4%+$402.6K |
| XY Capital Ltd | $625.3K | 13,620 | 0.60% | 3q | -71.5%-$1.6M |
| AQR CAPITAL MANAGEMENT LLC | $587.7K | 12,801 | 0.00% | new | NEW |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $585.2K | 12,746 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $533.9K | 11,630 | 0.00% | 17q | -51.1%-$557.5K |
| Steward Partners Investment Advisory, LLC | $507.3K | 11,049 | 0.00% | new | NEW |
| Collaborative Fund Advisors, LLC | $496.3K | 10,811 | 0.29% | 2q | -44.7%-$400.7K |
| Prescott Group Capital Management, L.L.C. | $459.1K | 10,000 | 0.04% | 15q | HELD |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | $459.1K | 10,000 | 0.02% | 3q | -63.5%-$798.8K |
| Vanguard Personalized Indexing Management, LLC | $439.6K | 9,575 | 0.00% | 15q | +37.6%+$120.2K |
| Balyasny Asset Management L.P. | $426.8K | 9,296 | 0.00% | 3q | -95.0%-$8.1M |
| TD Waterhouse Canada Inc. | $425.4K | 8,930 | 0.00% | 13q | -5.7%-$25.7K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $391.4K | 8,524 | 0.01% | 2q | -19.2%-$93.2K |
| WINTON GROUP Ltd | $376.5K | 8,200 | 0.01% | new | NEW |
| Vident Advisory, LLC | $355.1K | 7,736 | 0.00% | 12q | +17.8%+$53.6K |
| VICTORY CAPITAL MANAGEMENT INC | $343.4K | 7,479 | 0.00% | new | NEW |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $321.4K | 7,000 | 0.00% | 5q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Norges Bank | 4.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 163 | $2.1B | 43,885,330 | 26 | 50 | 56 | 2.3% |
| Q1 2026 | 167 | $2.7B | 46,000,286 | 36 | 58 | 37 | 2.4% |
| Q4 2025 | 155 | $2.7B | 47,056,943 | 27 | 42 | 42 | 3.8% |
| Q3 2025 | 144 | $2.3B | 43,198,151 | 23 | 37 | 51 | 2.4% |
| Q2 2025 | 152 | $2.6B | 46,938,133 | 27 | 33 | 60 | 3.0% |
| Q1 2025 | 150 | $2.7B | 55,425,792 | 25 | 48 | 50 | 3.3% |
| Q4 2024 | 191 | $3.4B | 51,114,576 | 33 | 45 | 73 | 2.3% |
| Q3 2024 | 205 | $4.4B | 56,466,550 | 32 | 62 | 70 | 1.9% |
| Q2 2024 | 216 | $4.6B | 58,156,719 | 24 | 62 | 86 | 1.5% |
| Q1 2024 | 227 | $5.9B | 65,983,916 | 38 | 69 | 87 | 2.3% |
| Q4 2023 | 219 | $4.6B | 59,351,821 | 58 | 56 | 75 | 4.4% |
| Q3 2023 | 171 | $3.3B | 53,907,051 | 31 | 43 | 61 | 4.1% |
| Q2 2023 | 159 | $2.2B | 54,002,387 | 28 | 43 | 50 | 3.7% |
| Q1 2023 | 152 | $2.4B | 57,159,750 | 29 | 41 | 55 | 7.2% |
| Q4 2022 | 149 | $2.1B | 50,474,927 | 41 | 37 | 43 | 18.1% |
| Q3 2022 | 159 | $2.3B | 80,374,684 | 43 | 44 | 44 | 14.8% |
| Q2 2022 | 156 | $1.9B | 77,884,413 | 154 | 0 | 9 | 16.3% |
| Q1 2022 | 185 | $1.2B | 943,622,131 | 30 | 45 | 71 | 3.1% |
| Q4 2021 | 242 | $2.2B | 999,396,199 | 30 | 76 | 80 | 5.1% |
| Q3 2021 | 268 | $2.0B | 914,832,203 | 55 | 75 | 104 | 8.3% |
| Q2 2021 | 397 | $10.5B | 1,212,464,704 | 67 | 159 | 116 | 5.3% |
| Q1 2021 | 435 | $18.4B | 1,301,589,536 | 54 | 358 | 11 | 1.0% |
| Q4 2020 | 441 | $27.3B | 144,537,442 | 53 | 162 | 124 | 1.3% |
| Q3 2020 | 407 | $19.7B | 129,266,150 | 52 | 124 | 152 | 1.4% |
| Q2 2020 | 398 | $17.2B | 129,505,863 | 43 | 139 | 148 | 2.1% |
| Q1 2020 | 427 | $14.1B | 128,267,503 | 62 | 162 | 149 | 1.7% |
| Q4 2019 | 419 | $15.7B | 127,162,676 | 66 | 154 | 128 | 1.3% |
| Q3 2019 | 361 | $14.4B | 127,481,618 | 48 | 103 | 145 | 2.2% |
| Q2 2019 | 343 | $12.5B | 126,300,900 | 63 | 102 | 127 | 2.4% |
| Q1 2019 | 316 | $11.6B | 124,727,728 | 73 | 111 | 95 | 3.0% |
| Q4 2018 | 277 | $6.9B | 120,498,960 | 7 | 6 | 9 | 3.8% |