# NEW JERSEY RES CORP (NJR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/NJR/

- Reporting holders: 15
- Reported value: $19.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $17.5M | 346,554 | 0.3% | 32 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $794.8K | 15,707 | 0.1% | 17 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $445.5K | 8,804 | 0.0% | 16 |
| [ZynergyRetirementPlanningLLC](https://holderbook.com/funds/2031137-zynergyretirementplanningllc/) | $231.8K | 4,581 | 0.1% | 5 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $212.8K | 4,205 | 0.0% | 12 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $135.6K | 2,680 | 0.0% | 8 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $127.2K | 2,487 | 0.1% | 11 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $61.6K | 1,217 | 0.0% | 18 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $61.5K | 1,216 | 0.0% | 4 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $45.0K | 889 | 0.0% | 8 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $33.4K | 661 | 0.0% | 2 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $15.2K | 300 | 0.0% | 11 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $14.4K | 284 | 0.0% | 19 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $10.2K | 200 | 0.0% | 20 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $6.7K | 132 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $19.7M |
| Q2 2026 | 459 | $4.9B |
| Q1 2026 | 434 | $4.3B |
| Q4 2025 | 413 | $3.6B |
| Q3 2025 | 409 | $3.7B |
| Q2 2025 | 396 | $3.4B |
| Q1 2025 | 402 | $3.7B |
| Q4 2024 | 393 | $3.5B |
| Q3 2024 | 363 | $3.5B |
| Q2 2024 | 334 | $3.1B |
| Q1 2024 | 337 | $3.2B |
| Q4 2023 | 322 | $3.2B |