New Jersey ResourcesNJR

13F holders, Q1 2024 (March 31)
334holders
7famous investors
$42.95avg. 13F price*

At the end of Q1 2024, 334 institutions reported holding New Jersey Resources Corp. (NJR) in their 13F filings. The largest holders were BlackRock Inc. ($718.5M), Vanguard Group Inc. ($503.5M) and State Street Corp. ($236.2M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
New Jersey Resources Corp.
CUSIP
646025106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 334Q1 2024Q2 2024: 332Q2 2024Q3 2024: 362Q3 2024Q4 2024: 393Q4 2024Q1 2025: 401Q1 2025Q2 2025: 396Q2 2025Q3 2025: 409Q3 2025Q4 2025: 415Q4 2025Q1 2026: 439Q1 2026Q2 2026: 459Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions39$28.3M
Exits27$16.4M

Ownership 334 holders

BlackRock Inc. 0.02% Reduce -2.7% 16,744,564 $718.5M
Vanguard Group Inc. 0.01% Reduce -1.4% 11,734,226 $503.5M
State Street Corp. 0.01% Add +2.8% 5,452,638 $236.2M
Dimensional Fund Advisors LP 0.03% Add +5.0% 2,802,331 $120.2M
Wells Fargo & Company 0.03% Add +6.9% 2,610,565 $112.0M
Geode Capital Management, LLC 0.01% Add +3.3% 2,187,418 $93.9M
First Trust Advisors LP 0.06% Reduce -5.3% 1,477,266 $63.4M
Norges Bank 0.01% Add +69.3% 1,268,178 $54.4M
Bank of New York Mellon Corp 0.01% Reduce -1.7% 1,244,151 $53.4M
Charles Schwab Investment Management Inc. 0.01% Add +4.5% 1,142,025 $49.0M
Northern Trust Corp. 0.01% Reduce -7.7% 1,101,420 $47.3M
Morgan Stanley 0.00% Reduce -5.2% 1,083,662 $46.5M
ProShare Advisors LLC 0.10% Add +1.0% 917,203 $39.4M
Duff & Phelps Investment Management Co. 0.45% No change 875,590 $37.6M
Massachusetts Financial Services Co. 0.01% Reduce -0.4% 845,618 $36.3M
FMR LLC 0.00% Add +41.5% 730,452 $31.3M
Neuberger Berman Group LLC 0.02% Add +34.0% 703,223 $30.2M
Goldman Sachs Group Inc. 0.01% Reduce -1.8% 615,833 $26.4M
Millennium Management 0.02% Add +6.2% 545,422 $23.4M
Ameriprise Financial Inc. 0.01% Reduce -4.6% 544,724 $23.4M
Energy Income Partners, LLC 0.47% Add +54.9% 537,636 $23.1M
JPMorgan Chase & Co. 0.00% Add +9.1% 534,331 $22.9M
Nuveen Asset Management, LLC 0.01% Reduce -25.5% 530,605 $22.8M
California Public Employees Retirement System 0.01% Reduce -1.0% 484,988 $20.8M
Boston Partners 0.02% Add +65.5% 480,001 $20.6M
Segall Bryant & Hamill, LLC 0.38% Reduce -1.9% 477,923 $20.5M
Confluence Investment Management LLC 0.26% Add +0.6% 450,647 $19.3M
Invesco Ltd. 0.00% Reduce -39.3% 441,712 $19.0M
AQR Capital Management 0.03% Add +100.5% 441,983 $18.9M
Principal Financial Group Inc. 0.01% Reduce -5.5% 374,087 $16.1M
Barclays PLC 0.01% Add +42.9% 364,325 $15.6M
Rhumbline Advisers 0.01% Add +1.2% 349,001 $15.0M
Bragg Financial Advisors, Inc 0.67% Add +0.1% 346,097 $14.9M
Wellington Management Group LLP 0.00% Reduce -59.9% 328,919 $14.1M
Bank of America Corp. 0.00% Reduce -5.3% 324,654 $13.9M
ExodusPoint Capital Management, LP 0.16% Add +436.7% 305,530 $13.1M
Glenmede Trust Co. NA 0.06% Add +9.7% 294,065 $12.6M
Man Group plc 0.03% Add +9.3% 294,021 $12.6M
Citadel Advisors 0.01% Add +348.6% 249,064 $10.7M
Legal & General Group Plc 0.00% Reduce -4.0% 216,693 $9.3M
Alliancebernstein L.P. 0.00% Reduce -2.6% 204,381 $8.8M
Clear Harbor Asset Management, LLC 0.76% Add +62.9% 201,189 $8.6M
Deutsche Bank AG 0.00% Reduce -1.7% 194,726 $8.4M
Swiss National Bank 0.01% Add +0.4% 193,000 $8.3M
Qube Research & Technologies Ltd 0.01% Add +186.1% 186,160 $8.0M
Stifel Financial Corp. 0.01% Add +1.9% 183,318 $7.9M
Janney Montgomery Scott LLC 0.02% Add +5.8% 182,218 $7.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +6.8% 181,088 $7.8M
Exchange Traded Concepts, LLC 0.20% Reduce -12.8% 179,210 $7.7M
American International Group, Inc. 0.03% Reduce -1.2% 177,258 $7.6M
Mattern Capital Management, LLC 1.01% Add +10.0% 173,335 $7.4M
Tortoise Index Solutions, LLC 1.42% Reduce -14.5% 164,510 $7.1M
UBS Group AG 0.00% Reduce -19.6% 161,870 $6.9M
Credit Suisse AG/ 0.01% Add +3.0% 141,517 $6.1M
Benjamin F. Edwards & Company, Inc. 0.11% Add +3.8% 141,320 $6.1M
Victory Capital Management Inc. 0.01% Add +580.4% 132,447 $5.7M
John G Ullman & Associates Inc. 0.87% Reduce -1.2% 131,413 $5.6M
New York State Teachers Retirement System 0.01% Reduce -1.8% 127,679 $5.5M
CANADA LIFE ASSURANCE Co 0.01% Add +3.3% 127,505 $5.5M
Commonwealth Equity Services, LLC 0.01% Add +3.2% 124,094 $5.3M
Retirement Systems of Alabama 0.02% Add +1.0% 123,445 $5.3M
Hennessy Advisors Inc. 0.22% Reduce -3.8% 121,834 $5.2M
Manufacturers Life Insurance Company, The 0.00% Add +2.6% 119,004 $5.1M
HSBC Holdings PLC 0.00% Add +141.2% 118,993 $5.1M
Renaissance Technologies 0.01% New 110,400 $4.7M
MetLife Investment Management, LLC 0.03% Reduce -1.9% 102,057 $4.4M
Franklin Resources Inc. 0.00% Add +13.1% 99,943 $4.3M
California State Teachers Retirement System 0.01% Reduce -5.1% 97,706 $4.2M
Cubist Systematic Strategies, LLC 0.05% New 94,638 $4.1M
SG Americas Securities, LLC 0.02% Add +2652.8% 89,631 $3.8M
TD Asset Management Inc 0.00% Reduce -3.1% 86,700 $3.7M
Texas Permanent School Fund Corp. 0.03% Add +2.0% 85,930 $3.7M
LPL Financial LLC 0.00% Reduce -28.1% 84,578 $3.6M
Maryland State Retirement & Pension System 0.07% Add +2.4% 83,990 $3.5M
Icon Advisers Inc. 0.77% Add +247.8% 81,385 $3.5M
Voloridge Investment Management, LLC 0.01% New 80,889 $3.5M
Prudential PLC 0.03% Add +459.2% 78,315 $3.4M
Hartford Financial Management Inc. 0.69% No change 76,500 $3.3M
Nisa Investment Advisors, LLC 0.02% Add +0.3% 75,077 $3.3M
Cox Capital Mgt LLC 2.00% Add +180.8% 75,647 $3.2M
BNP Paribas Financial Markets 0.00% Reduce -16.1% 74,424 $3.2M
State of Wisconsin Investment Board 0.01% Reduce -46.5% 72,516 $3.1M
Squarepoint Ops LLC 0.01% Reduce -26.9% 69,694 $3.0M
State of New Jersey Common Pension Fund D 0.01% Add +16.8% 68,186 $2.9M
Trexquant Investment LP 0.06% Add +68.1% 67,279 $2.9M
Algert Global LLC 0.11% New 67,260 $2.9M
Balyasny Asset Management L.P. 0.01% Reduce -38.5% 66,033 $2.8M
Bank of Montreal 0.00% Reduce -10.2% 65,740 $2.8M
Holocene Advisors, LP 0.01% Add +384.1% 65,248 $2.8M
Aptus Capital Advisors, LLC 0.06% Add +11.7% 64,148 $2.8M
Corient Private Wealth LP 0.00% Add +3.1% 63,804 $2.7M
T. Rowe Price Associates Inc. 0.00% Add +11.1% 60,608 $2.6M
State Board of Administration of Florida Retirement System 0.01% Add +41.8% 48,031 $2.6M
Royal Bank of Canada 0.00% Reduce -25.4% 59,361 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -2.8% 58,572 $2.5M
State of Tennessee, Department of Treasury 0.01% No change 56,331 $2.4M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -0.9% 44,006 $2.3M
Amalgamated Bank 0.02% Reduce -13.5% 51,490 $2.2M
Capital Fund Management S.A. 0.03% Add +57.7% 49,232 $2.1M
Engineers Gate Manager LP 0.05% Add +137.5% 48,366 $2.1M
Comerica Bank 0.01% Reduce -3.8% 47,094 $2.0M
Ameritas Investment Partners, Inc. 0.07% Add +0.9% 46,847 $2.0M
Raymond James Financial Services Advisors, Inc. 0.00% Add +17.9% 45,132 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -1.4% 44,589 $1.9M
Janus Henderson Group PLC 0.00% Add +0.0% 43,590 $1.9M
Martingale Asset Management L P 0.04% No change 43,073 $1.8M
Raymond James & Associates 0.00% Reduce -17.8% 40,472 $1.7M
Jennison Associates LLC 0.00% Add +1.3% 40,132 $1.7M
New York State Common Retirement Fund 0.00% Add +1.1% 39,420 $1.7M
Teacher Retirement System of Texas 0.01% Reduce -7.3% 39,354 $1.7M
Advisory Services Network, LLC 0.04% Add +1.5% 39,115 $1.7M
South Dakota Investment Council 0.03% Add +19.0% 38,897 $1.7M
Quantbot Technologies LP 0.09% New 38,099 $1.6M
Verition Fund Management LLC 0.02% Add +472.8% 37,738 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -4.1% 35,057 $1.5M
Ensign Peak Advisors, Inc 0.00% Add +7.6% 33,683 $1.4M
Good Life Advisors, LLC 0.13% Add +0.9% 33,653 $1.4M
Jane Street Group, LLC 0.00% Reduce -53.3% 33,557 $1.4M
Kesler, Norman & Wride, LLC 0.31% Reduce -1.7% 33,543 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% No change 33,046 $1.4M
Graham Capital Management, L.P. 0.07% New 32,887 $1.4M
Voya Investment Management LLC 0.00% Reduce -18.1% 31,932 $1.4M
Occudo Quantitative Strategies LP 0.23% New 31,338 $1.3M
HighTower Advisors, LLC 0.00% Add +16.5% 30,815 $1.3M
Cresset Asset Management, LLC 0.01% Add +0.3% 29,726 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -10.4% 28,486 $1.2M
Louisiana State Employees Retirement System 0.02% Add +3.3% 28,300 $1.2M
Jacobi Capital Management LLC 0.11% Add +2.1% 28,217 $1.2M
Citigroup Inc. 0.00% Add +17.0% 27,920 $1.2M
Schonfeld Strategic Advisors LLC 0.01% New 27,170 $1.2M
Envestnet Asset Management Inc. 0.00% Add +42.9% 26,888 $1.2M
Arizona State Retirement System 0.01% Reduce -1.5% 26,874 $1.2M
Gotham Asset Management 0.02% Add +31.6% 26,166 $1.1M
Ethic Inc. 0.03% Reduce -26.7% 25,444 $1.1M
Canada Pension Plan Investment Board 0.00% New 25,253 $1.1M
Thrivent Financial for Lutherans 0.00% Add +1.1% 24,811 $1.1M
Oregon Public Employees Retirement Fund 0.02% Reduce -11.6% 24,319 $1.0M
Russell Investments Group, Ltd. 0.00% Add +5.5% 24,292 $1.0M
State of Michigan Retirement System 0.01% Add +3.4% 24,185 $1.0M
Agf Management Ltd. 0.01% Add +0.0% 23,926 $1.0M
ClariVest Asset Management LLC 0.10% Add +0.2% 23,028 $988K
Pinnacle Associates Ltd. 0.02% Reduce -2.3% 22,696 $974K
FineMark National Bank & Trust 0.04% No change 22,402 $961K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -1.6% 22,361 $960K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.24% No change 22,301 $957K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +1.0% 21,927 $941K
Osaic Holdings, Inc. 0.00% Add +1.9% 21,858 $938K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +1.0% 21,745 $933K
American Century Companies Inc. 0.00% Add +43.1% 21,091 $905K
Alps Advisors Inc. 0.01% Add +17.7% 21,001 $901K
Jackson Creek Investment Advisors LLC 0.32% Reduce -0.2% 20,931 $898K
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -0.4% 20,265 $870K
Allianz Asset Management GmbH 0.00% Reduce -71.7% 19,934 $855K
Wealthcare Advisory Partners LLC 0.03% Add +0.0% 19,886 $853K
New Mexico Educational Retirement Board 0.03% No change 19,800 $850K
Mariner, LLC 0.00% Reduce -9.5% 19,609 $841K
Creative Planning 0.00% Reduce -3.0% 18,947 $813K
Pinnacle Wealth Management Advisory Group, LLC 0.08% No change 18,415 $790K
Peapack Gladstone Financial Corp. 0.01% Reduce -1.9% 18,280 $785K
Legacy Advisors, LLC 0.10% No change 17,884 $775K
ICW Investment Advisors LLC 0.33% Add +2.9% 17,343 $744K
Pictet Asset Management Holding SA 0.00% Add +14.6% 17,110 $734K
Prudential Financial Inc. 0.00% Add +56.4% 16,451 $706K
Ellevest, Inc. 0.04% Reduce -14.2% 16,236 $697K
Claro Advisors Inc. 0.12% Add +20.6% 15,838 $680K
Point72 Asset Management 0.00% New 15,400 $661K
Pacer Advisors, Inc. 0.00% Reduce -26.1% 15,301 $657K
NewEdge Advisors, LLC 0.01% Reduce -7.7% 15,232 $654K
Point72 (DIFC) Ltd 0.05% — 14,876 $638K
Xponance LLC 0.01% Add +0.2% 14,053 $603K
Gabelli Funds LLC 0.00% No change 14,000 $601K
Captrust Financial Advisors 0.00% Reduce -31.4% 13,896 $596K
AlphaQuest LLC 0.10% Add +14055.2% 13,589 $583K
Great Lakes Advisors, LLC 0.00% Add +21.5% 13,402 $575K
Greenland Capital Management LP 0.09% Reduce -34.0% 13,200 $566K
Mirabella Financial Services LLP 0.04% New 13,091 $562K
Moody National Bank Trust Division 0.04% No change 12,260 $526K
Prospera Financial Services Inc 0.02% Add +10.3% 12,255 $526K
Arkadios Wealth Advisors 0.04% Add +3.6% 12,193 $523K
Allspring Global Investments Holdings, LLC 0.00% Add +48.4% 11,983 $514K
Fox Run Management, L.L.C. 0.11% Add +47.9% 11,912 $511K
Natixis Advisors, LLC 0.00% Reduce -1.0% 11,804 $507K
Keystone Financial Planning, Inc. 0.16% Add +70.1% 11,677 $501K
Federated Hermes, Inc. 0.00% Add +7.1% 11,550 $496K
Public Employees Retirement Association of Colorado 0.00% Reduce -8.8% 11,475 $492K
Jump Financial, LLC 0.01% Add +125.7% 11,285 $484K
Smallwood Wealth Investment Management, LLC 0.37% Reduce -1.6% 11,010 $472K
Beacon Pointe Advisors, LLC 0.01% Reduce -3.0% 10,867 $466K
Wilmington Savings Fund Society, FSB 0.02% — 10,848 $465K
XTX Topco Ltd 0.06% New 10,799 $463K
Fortis Group Advisors, LLC 0.08% New 10,739 $461K
Wedbush Securities Inc. 0.02% Add +18.5% 10,700 $459K
Atria Wealth Solutions, Inc. 0.01% New 10,593 $459K
State of Alaska, Department of Revenue 0.01% Add +1.1% 10,651 $457K
Empirical Asset Management, LLC 0.21% Add +0.7% 10,169 $436K
Private Advisor Group, LLC 0.00% Add +0.1% 10,169 $436K
Cetera Investment Advisers 0.00% New 9,748 $418K
Brevan Howard Capital Management LP 0.04% New 9,712 $417K
D. E. Shaw & Co. 0.00% Reduce -25.4% 9,581 $411K
Avantax Advisory Services, Inc. 0.00% Add +2.8% 9,357 $402K
&partners 0.05% New 9,084 $390K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -25.2% 9,040 $388K
Douglass Winthrop Advisors, LLC 0.01% No change 9,000 $386K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -83.1% 8,544 $367K
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.2% 8,533 $366K
Chartist Inc. 0.19% No change 8,480 $364K
Ontario Teachers Pension Plan Board 0.00% Reduce -89.5% 8,417 $361K
Susquehanna International Group, LLP 0.00% Reduce -80.0% 8,399 $360K
Inspire Investing, LLC 0.04% Reduce -3.5% 8,349 $358K
Securian Asset Management, Inc. 0.01% Reduce -1.2% 8,063 $346K
Teza Capital Management LLC 0.05% Reduce -51.9% 7,988 $343K
Perigon Wealth Management, LLC 0.01% Reduce -1.4% 7,978 $342K
Strategy Asset Managers LLC 0.07% Add +5.2% 7,942 $341K
MML Investors Services, LLC 0.00% Add +45.9% 7,630 $327K
C2C Wealth Management, LLC 0.32% No change 7,424 $319K
Crossmark Global Holdings, Inc. 0.01% Add +1.2% 7,300 $313K
Guggenheim Capital LLC 0.00% Reduce -9.9% 7,194 $309K
Summit Financial, LLC 0.02% Reduce -0.6% 7,116 $308K
Capula Management Ltd 0.01% New 7,145 $307K
Sei Investments Co. 0.00% Reduce -21.0% 7,130 $306K
Amundi 0.00% Add +11.6% 7,180 $304K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -4.1% 7,095 $303K
Kestra Advisory Services, LLC 0.00% Add +10.2% 6,934 $298K
Shore Point Advisors, LLC 0.17% Add +3.9% 6,880 $295K
Pathstone Holdings, LLC 0.00% Reduce -25.9% 6,832 $293K
Point72 Hong Kong Ltd 0.01% New 6,787 $291K
STRS Ohio 0.00% Reduce -28.1% 6,400 $274K
Sheets Smith Wealth Management 0.03% No change 6,300 $270K
Aberdeen Wealth Management LLC 0.16% Add +0.0% 6,297 $270K
DekaBank Deutsche Girozentrale 0.00% No change 6,338 $267K
Snowden Capital Advisors LLC 0.01% New 6,142 $266K
Mackenzie Financial Corp. 0.00% No change 5,985 $257K
Bedel Financial Consulting, Inc. 0.04% No change 5,897 $253K
Dynamic Technology Lab Private Ltd 0.03% New 5,860 $251K
Bleakley Financial Group, LLC 0.01% Reduce -28.1% 5,733 $246K
Simplicity Wealth,LLC 0.01% New 5,733 $246K
Keybank National Association 0.00% Reduce -0.0% 5,717 $245K
Ingalls & Snyder LLC 0.01% Reduce -0.6% 5,671 $243K
Pine Valley Investments Ltd Liability Co 0.02% Add +8.1% 5,531 $237K
Sherbrooke Park Advisers LLC 0.05% New 5,455 $234K
Meridian Wealth Partners, LLC 0.04% No change 5,452 $234K
AE Wealth Management LLC 0.00% Reduce -7.9% 5,371 $230K
Oppenheimer & Co. Inc. 0.00% Reduce -30.4% 5,314 $228K
Campbell & CO Investment Adviser LLC 0.02% New 5,290 $227K
Cyrus J. Lawrence, LLC 0.05% — 5,250 $225K
Metropolitan Life Insurance Co 0.01% Reduce -8.7% 5,105 $219K
Faithward Advisors, LLC 0.04% New 5,085 $218K
Profund Advisors LLC 0.01% Reduce -2.0% 4,971 $213K
BOS Asset Management, LLC 0.11% No change 4,850 $208K
Mercer Global Advisors Inc. 0.00% Reduce -49.2% 4,819 $207K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.7% 4,803 $206K
nVerses Capital, LLC 0.49% New 4,800 $206K
Sovereign Financial Group, Inc. 0.05% Reduce -18.7% 4,795 $206K
Hazlett, Burt & Watson, Inc. 0.11% Reduce -15.7% 4,140 $178K
Point72 Asia (Singapore) Pte. Ltd. 0.05% New 4,073 $175K
Virtus Advisers, LLC 0.09% Reduce -15.2% 4,048 $174K
Sound Income Strategies, LLC 0.01% Add +0.9% 3,722 $160K
Shell Asset Management Co. 0.01% Reduce -9.5% 3,009 $129K
EntryPoint Capital, LLC 0.11% New 2,923 $125K
Tower Research Capital LLC (TRC) 0.00% Reduce -84.8% 2,750 $118K
US Bancorp \de 0.00% Add +9.1% 2,246 $96K
Vestcor Inc 0.00% No change 2,029 $87K
Cwm, LLC 0.00% Reduce -4.1% 2,038 $87K
Signaturefd, LLC 0.00% Add +14.6% 1,953 $84K
IFP Advisors, Inc 0.00% Reduce -8.7% 1,880 $81K
KBC Group NV 0.00% Add +30.5% 1,868 $80K
Benjamin Edwards Inc. 0.01% Reduce -2.3% 1,727 $74K
First Personal Financial Services 0.01% No change 1,449 $62K
Public Employees Retirement System of Ohio 0.00% Add +7.0% 1,416 $61K
Farther Finance Advisors, LLC 0.00% Reduce -5.8% 1,321 $56K
CI Investments Inc. 0.00% Add +22.2% 1,284 $55K
NFSG Corp 0.02% No change 1,240 $53K
Quadrant Capital Group LLC 0.00% Reduce -6.1% 1,207 $52K
Catalyst Funds Management Pty Ltd 0.01% — 1,100 $47K
SOA Wealth Advisors, LLC. 0.01% No change 1,100 $47K
Allworth Financial LP 0.00% Add +1.5% 1,061 $46K
Fifth Third Bancorp 0.00% Add +12.7% 870 $37K
Nomura Asset Management Co. Ltd. 0.00% Add +50.0% 840 $36K
Brown, Lisle/Cummings, Inc. 0.01% No change 786 $34K
Parkside Financial Bank & Trust 0.01% Add +19.1% 778 $33K
Heritage Wealth Advisors 0.00% No change 700 $30K
Headlands Technologies LLC 0.01% No change 699 $30K
Princeton Global Asset Management LLC 0.01% New 641 $28K
CIBC Private Wealth Group LLC 0.00% New 626 $27K
Motco 0.00% No change 580 $25K
FSA Wealth Management LLC 0.01% No change 574 $25K
Rise Advisors, LLC 0.01% New 556 $24K
GAMMA Investing LLC 0.00% Reduce -43.7% 553 $24K
CBIZ Investment Advisory Services, LLC 0.00% New 505 $22K
Avior Wealth Management, LLC 0.00% New 502 $22K
PFS Partners, LLC 0.01% Reduce -50.0% 500 $21K
Asset Dedication, LLC 0.00% No change 492 $21K
Northwestern Mutual Wealth Management Co. 0.00% Add +9.1% 480 $21K
Lindbrook Capital, LLC 0.00% Add +49.1% 422 $18K
EverSource Wealth Advisors, LLC 0.00% Add +37.1% 395 $17K
FinTrust Capital Advisors, LLC 0.00% No change 400 $17K
FNY Investment Advisers, LLC 0.01% No change 400 $17K
Hexagon Capital Partners LLC 0.00% Reduce -26.1% 377 $16K
Parallel Advisors, LLC 0.00% Reduce -6.1% 369 $16K
Godsey & Gibb, Inc. 0.00% No change 351 $15K
Atticus Wealth Management, LLC 0.00% No change 330 $14K
Valley National Advisers Inc. 0.00% Reduce -47.6% 336 $14K
Byrne Asset Management LLC 0.01% No change 325 $14K
Tompkins Financial Corp. 0.00% New 300 $13K
Planning Capital Management Corp 0.01% Add +10.3% 269 $12K
Covestor Ltd 0.01% Reduce -3.3% 233 $10K
Anchor Investment Management, LLC 0.00% No change 200 $9K
Key Financial Inc 0.00% No change 195 $8K
Arax Advisory Partners 0.00% Add +26.9% 184 $8K
Colonial Trust Co / SC 0.00% No change 177 $7K
Bessemer Group Inc. 0.00% Reduce -0.6% 170 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Add +6.5% 132 $6K
Private Trust Co. NA 0.00% New 120 $5K
Cape Investment Advisory, Inc. 0.00% Add +1.0% 99 $4K
Hantz Financial Services, Inc. 0.00% Reduce -23.7% 100 $4K
Bell Investment Advisors, Inc 0.00% No change 81 $3K
Manchester Capital Management LLC 0.00% Add +27.1% 75 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 75 $3K
Private Wealth Management Group, LLC 0.00% No change 72 $3K
JFS Wealth Advisors, LLC 0.00% Reduce -4.1% 70 $3K
City State Bank 0.00% No change 64 $3K
Smithfield Trust Co 0.00% No change 85 $3K
Plato Investment Management Ltd 0.00% No change 55 $2K
UMB Bank, n.a. 0.00% New 51 $2K
Iron Horse Wealth Management, LLC 0.00% No change 42 $2K
Farmers & Merchants Investments Inc. 0.00% No change 40 $2K
Global Retirement Partners, LLC 0.00% No change 32 $1K
Denali Advisors LLC 0.00% No change 24 $1K
SJS Investment Consulting Inc. 0.00% Reduce -16.0% 21 $902
DiNuzzo Private Wealth, Inc. 0.00% Reduce -12.5% 14 $601
Rothschild Investment LLC 0.00% New 10 $429
Versant Capital Management, Inc 0.00% No change 7 $300
MV Capital Management, Inc. 0.00% New 1 $43
TFO Wealth Partners, LLC 0.00% No change 1 $43

"% of holder's portfolio" is NJR's weight in each manager's 13F, not the share of New Jersey Resources Corp. the manager owns.