NEW JERSEY RES CORP (NJR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
424
Reporting holders
$4.5B
Reported value
79.6%
Of shares outstanding
0.0%
Held as options
+24
Holder change
Institutions report 80,792,797 shares against 101,467,946 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.
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.0B | 17,993,218 | 0.01% | 8q | +3.5%+$34.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $355.4M | 6,342,251 | 0.02% | 2q | +8.0%+$26.3M |
| STATE STREET CORP | $306.1M | 5,418,885 | 0.01% | 31q | +6.8%+$19.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $254.6M | 4,542,869 | 0.01% | 2q | +0.9%+$2.3M |
| DIMENSIONAL FUND ADVISORS LP | $241.8M | 4,313,917 | 0.04% | 31q | +4.2%+$9.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $173.4M | 3,094,446 | 0.01% | 31q | +18.9%+$27.6M |
| WELLS FARGO & COMPANY/MN | $131.3M | 2,343,079 | 0.02% | 31q | -52.5%-$145.4M |
| AQR CAPITAL MANAGEMENT LLC | $105.8M | 1,887,829 | 0.04% | 21q | +62.1%+$40.5M |
| MORGAN STANLEY | $95.2M | 1,699,371 | 0.01% | 35q | +30.2%+$22.1M |
| NEUBERGER BERMAN GROUP LLC | $90.4M | 1,611,450 | 0.06% | 13q | +6.5%+$5.5M |
| Energy Income Partners, LLC | $78.6M | 1,402,434 | 1.24% | 31q | -1.0%-$760.3K |
| NORTHERN TRUST CORP | $75.8M | 1,352,798 | 0.01% | 31q | +4.5%+$3.2M |
| NORGES BANK | $70.1M | 1,251,671 | 0.01% | 32q | -3.9%-$2.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $67.3M | 1,200,806 | 0.01% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $67.3M | 1,200,806 | 0.01% | new | NEW |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $61.7M | 1,101,347 | 0.09% | 3q | -0.8%-$527.1K |
| JPMORGAN CHASE & CO | $60.8M | 1,062,877 | 0.00% | 31q | +65.7%+$24.1M |
| Bank of New York Mellon Corp | $57.7M | 1,030,009 | 0.01% | 31q | -3.1%-$1.9M |
| VICTORY CAPITAL MANAGEMENT INC | $47.9M | 854,608 | 0.03% | 31q | +36.0%+$12.7M |
| FMR LLC | $47.4M | 846,227 | 0.00% | 31q | +6.0%+$2.7M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $46.5M | 830,283 | 0.09% | 4q | -1.2%-$553.1K |
| Bragg Financial Advisors, Inc | $45.0M | 803,472 | 1.20% | 31q | +6.6%+$2.8M |
| FIRST TRUST ADVISORS LP | $45.0M | 803,138 | 0.03% | 31q | -13.2%-$6.8M |
| VANGUARD FIDUCIARY TRUST CO | $37.7M | 672,636 | 0.01% | 2q | +2.8%+$1.0M |
| ProShare Advisors LLC | $35.1M | 625,515 | 0.05% | 31q | -7.0%-$2.7M |
| Caisse de depot et placement du Quebec | $29.9M | 533,628 | 0.04% | new | NEW |
| UBS Group AG | $26.4M | 471,597 | 0.00% | 31q | +2.0%+$530.5K |
| Invesco Ltd. | $25.5M | 454,440 | 0.00% | 31q | -10.6%-$3.0M |
| GOLDMAN SACHS GROUP INC | $24.1M | 429,424 | 0.00% | 31q | -24.9%-$8.0M |
| EXCHANGE TRADED CONCEPTS, LLC | $23.4M | 418,064 | 0.05% | 18q | +61.0%+$8.9M |
| BANK OF AMERICA CORP /DE/ | $22.6M | 403,784 | 0.00% | 31q | +7.0%+$1.5M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $21.7M | 387,609 | 0.34% | 31q | -7.0%-$1.6M |
| Qube Research & Technologies Ltd | $21.6M | 386,047 | 0.02% | 13q | -6.9%-$1.6M |
| Nuveen, LLC | $19.3M | 344,595 | 0.00% | 6q | +8.8%+$1.6M |
| RHUMBLINE ADVISERS | $19.3M | 344,316 | 0.01% | 31q | +2.4%+$459.9K |
| ALGERT GLOBAL LLC | $18.3M | 326,349 | 0.22% | 10q | -1.8%-$343.5K |
| Legal & General Group Plc | $17.5M | 313,053 | 0.00% | 31q | +7.2%+$1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $17.3M | 308,305 | 0.00% | 31q | +1.8%+$299.3K |
| SEGALL BRYANT & HAMILL, LLC | $17.0M | 304,155 | 0.20% | 31q | -3.1%-$545.8K |
| Sourcerock Group LLC | $16.2M | 289,573 | 0.84% | 3q | -17.2%-$3.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $15.4M | 275,348 | 0.00% | 31q | -3.7%-$597.1K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.0M | 249,202 | 0.04% | 4q | -2.8%-$401.8K |
| PRINCIPAL FINANCIAL GROUP INC | $12.9M | 230,222 | 0.01% | 31q | +1.6%+$201.0K |
| California Public Employees Retirement System | $12.7M | 225,894 | 0.01% | 31q | -18.0%-$2.8M |
| GLENMEDE TRUST CO NA | $12.4M | 221,730 | 0.05% | 29q | -8.5%-$1.2M |
| Aptus Capital Advisors, LLC | $11.5M | 204,552 | 0.08% | 14q | +0.6%+$69.5K |
| ALLIANCEBERNSTEIN L.P. | $11.4M | 207,363 | 0.00% | 31q | +3.2%+$350.3K |
| Swiss National Bank | $11.3M | 202,400 | 0.01% | 31q | +1.5%+$168.1K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $10.9M | 193,937 | 0.05% | 31q | +8.1%+$813.3K |
| TWO SIGMA INVESTMENTS, LP | $10.7M | 190,414 | 0.01% | 8q | -58.4%-$15.0M |
| Clear Harbor Asset Management, LLC | $10.3M | 183,872 | 0.64% | 31q | +1.7%+$175.5K |
| STIFEL FINANCIAL CORP | $10.3M | 183,864 | 0.01% | 31q | -2.7%-$285.7K |
| MATTERN CAPITAL MANAGEMENT, LLC | $9.8M | 174,671 | 1.14% | 27q | -3.0%-$299.5K |
| Allianz Asset Management GmbH | $8.9M | 161,818 | 0.01% | 8q | HELD |
| RAYMOND JAMES FINANCIAL INC | $8.9M | 158,052 | 0.00% | 7q | +8.0%+$659.6K |
| MetLife Investment Management, LLC | $8.5M | 152,063 | 0.04% | 32q | +3.5%+$287.9K |
| AMERIPRISE FINANCIAL INC | $8.3M | 148,870 | 0.00% | 31q | -47.4%-$7.5M |
| AMERICAN CENTURY COMPANIES INC | $8.3M | 147,590 | 0.00% | 19q | -28.7%-$3.3M |
| PRUDENTIAL FINANCIAL INC | $8.2M | 146,755 | 0.01% | 31q | +127.8%+$4.6M |
| CITIGROUP INC | $7.8M | 138,481 | 0.00% | 31q | +210.5%+$5.3M |
| ExodusPoint Capital Management, LP | $7.3M | 130,064 | 0.05% | 3q | +168.0%+$4.6M |
| DEUTSCHE BANK AG\ | $7.2M | 129,043 | 0.00% | 34q | -4.6%-$345.8K |
| Corient Private Wealth LP | $7.1M | 126,557 | 0.00% | 15q | +118.4%+$3.8M |
| MARTINGALE ASSET MANAGEMENT L P | $7.0M | 125,036 | 0.17% | 21q | +70.0%+$2.9M |
| BENJAMIN EDWARDS INC | $6.8M | 120,576 | 0.06% | 20q | -6.5%-$466.5K |
| CAPTRUST FINANCIAL ADVISORS | $6.6M | 117,768 | 0.01% | 25q | +6.4%+$395.9K |
| CAPITAL FUND MANAGEMENT S.A. | $6.6M | 117,503 | 0.03% | 6q | -19.3%-$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $6.6M | 117,156 | 0.00% | 30q | +2.3%+$149.0K |
| JOHN G ULLMAN & ASSOCIATES INC | $6.2M | 109,960 | 0.75% | 23q | -6.2%-$409.1K |
| HENNESSY ADVISORS INC | $6.2M | 109,934 | 0.20% | 31q | +3.6%+$213.0K |
| Retirement Systems of Alabama | $5.8M | 104,382 | 0.02% | 31q | -15.6%-$1.1M |
| SEI INVESTMENTS CO | $5.6M | 100,601 | 0.00% | 16q | +9.1%+$468.3K |
| Maryland State Retirement & Pension System | $5.4M | 95,686 | 0.09% | 15q | +5.8%+$292.9K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.3M | 94,990 | 0.00% | 31q | HELD |
| Russell Investments Group, Ltd. | $5.3M | 93,667 | 0.00% | 31q | +104.1%+$2.7M |
| FRANKLIN RESOURCES INC | $5.2M | 92,976 | 0.00% | 31q | -2.9%-$157.5K |
| Cerity Partners LLC | $5.2M | 92,558 | 0.01% | 4q | +35.2%+$1.4M |
| LPL Financial LLC | $5.1M | 91,023 | 0.00% | 31q | -3.3%-$174.7K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.0M | 89,667 | 0.16% | 4q | -8.0%-$437.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 88,646 | 0.01% | 31q | -4.4%-$230.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.6M | 82,676 | 0.00% | 2q | +4.3%+$193.1K |
| NISA INVESTMENT ADVISORS, LLC | $4.6M | 80,589 | 0.01% | 31q | +3.1%+$138.3K |
| BARCLAYS PLC | $4.5M | 80,807 | 0.00% | 31q | -62.9%-$7.7M |
| Susquehanna Portfolio Strategies, LLC | $4.4M | 79,045 | 0.07% | 3q | +11.2%+$445.3K |
| Vanguard Investments Australia, Ltd. | $4.4M | 78,116 | 0.01% | 2q | +7.9%+$320.5K |
| ROYAL BANK OF CANADA | $4.1M | 72,922 | 0.00% | 31q | +25.8%+$837.5K |
| MACQUARIE GROUP LTD | $4.0M | 71,231 | 0.02% | 2q | +0.9%+$36.1K |
| Cetera Investment Advisers | $3.8M | 68,440 | 0.00% | 10q | +18.7%+$603.2K |
| Mariner, LLC | $3.8M | 67,481 | 0.00% | 26q | +61.4%+$1.4M |
| ALPS ADVISORS INC | $3.7M | 66,213 | 0.02% | 15q | +3.0%+$109.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.7M | 62,891 | 0.01% | 12q | -2.6%-$96.4K |
| MILLENNIUM MANAGEMENT LLC | $3.6M | 63,839 | 0.00% | 31q | +126.6%+$2.0M |
| KLP KAPITALFORVALTNING AS | $3.5M | 61,300 | 0.01% | 7q | +39.0%+$969.1K |
| BOOTHBAY FUND MANAGEMENT, LLC | $3.4M | 61,426 | 0.05% | 3q | -21.5%-$943.6K |
| HSBC HOLDINGS PLC | $3.4M | 60,652 | 0.00% | 15q | +7.3%+$231.9K |
| Bridgewater Associates, LP | $3.3M | 59,048 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $3.3M | 58,675 | 0.00% | 12q | +244.0%+$2.3M |
| Louisiana State Employees Retirement System | $3.3M | 58,700 | 0.03% | 31q | +101.0%+$1.6M |
| Convergence Investment Partners, LLC | $3.2M | 56,576 | 0.30% | new | NEW |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $3.1M | 55,690 | 0.01% | 31q | +5.8%+$172.3K |
Showing the largest 100 of 456 reported holders.
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 | 424 | $4.5B | 80,792,797 | 62 | 158 | 109 | 0.0% |
| Q1 2026 | 400 | $4.3B | 77,512,222 | 54 | 155 | 103 | 0.0% |
| Q4 2025 | 380 | $3.5B | 76,289,860 | 43 | 107 | 143 | 0.0% |
| Q3 2025 | 372 | $3.6B | 75,521,684 | 57 | 124 | 116 | 0.0% |
| Q2 2025 | 356 | $3.4B | 75,495,316 | 41 | 147 | 104 | 0.0% |
| Q1 2025 | 364 | $3.6B | 74,282,004 | 52 | 134 | 100 | 0.0% |
| Q4 2024 | 349 | $3.4B | 72,931,426 | 38 | 125 | 89 | 0.0% |
| Q3 2024 | 319 | $3.4B | 71,494,478 | 45 | 104 | 91 | 0.0% |
| Q2 2024 | 294 | $3.0B | 70,644,717 | 30 | 107 | 85 | 0.0% |
| Q1 2024 | 292 | $3.1B | 72,674,813 | 38 | 103 | 90 | 0.0% |
| Q4 2023 | 274 | $3.1B | 70,371,792 | 28 | 87 | 90 | 0.0% |
| Q3 2023 | 269 | $2.8B | 69,140,440 | 22 | 92 | 95 | 0.0% |
| Q2 2023 | 288 | $3.4B | 70,851,328 | 39 | 82 | 98 | 0.0% |
| Q1 2023 | 266 | $3.8B | 70,731,362 | 38 | 90 | 76 | 0.1% |
| Q4 2022 | 238 | $3.1B | 63,281,311 | 40 | 71 | 65 | 0.1% |
| Q3 2022 | 286 | $2.8B | 72,190,822 | 30 | 91 | 86 | 0.0% |
| Q2 2022 | 285 | $3.2B | 71,707,972 | 27 | 83 | 88 | 0.1% |
| Q1 2022 | 297 | $3.2B | 69,835,924 | 36 | 97 | 79 | 0.1% |
| Q4 2021 | 279 | $2.8B | 69,346,325 | 45 | 97 | 62 | 0.2% |
| Q3 2021 | 253 | $2.3B | 66,827,099 | 22 | 74 | 85 | 0.1% |
| Q2 2021 | 265 | $2.7B | 68,690,786 | 24 | 68 | 91 | 0.1% |
| Q1 2021 | 267 | $2.8B | 69,000,659 | 32 | 68 | 100 | 0.1% |
| Q4 2020 | 266 | $2.5B | 71,547,094 | 36 | 79 | 84 | 0.1% |
| Q3 2020 | 249 | $1.9B | 69,795,533 | 21 | 95 | 76 | 0.0% |
| Q2 2020 | 258 | $2.2B | 68,526,188 | 41 | 88 | 64 | 0.0% |
| Q1 2020 | 242 | $2.3B | 68,685,024 | 20 | 94 | 63 | 0.0% |
| Q4 2019 | 285 | $3.1B | 69,121,945 | 39 | 105 | 62 | 0.0% |
| Q3 2019 | 263 | $2.8B | 61,599,515 | 30 | 85 | 66 | 0.0% |
| Q2 2019 | 265 | $3.0B | 60,948,079 | 21 | 89 | 75 | 0.0% |
| Q1 2019 | 271 | $3.0B | 60,043,107 | 31 | 83 | 74 | 0.0% |
| Q4 2018 | 278 | $2.8B | 60,577,653 | 4 | 3 | 2 | 0.0% |