New Jersey ResourcesNJR

13F holders, Q2 2024 (June 30)
332holders −2
32new positions
36sold out
5famous investors
$42.78avg. 13F price*

At the end of Q2 2024, 332 institutions reported holding New Jersey Resources Corp. (NJR) in their 13F filings, down 2 from Q1 2024. 32 opened new positions and 36 sold out. The largest holders were BlackRock Inc. ($709.1M), Vanguard Group Inc. ($503.2M) and State Street Corp. ($217.9M). 5 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 Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions32$27.2M
Exits36$31.8M

All 13F filers, Q1 2024 → Q2 2024: 3,174,639 shares bought and 3,153,313 shares sold, net +21,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 332 holders

BlackRock Inc. 0.02% Reduce -0.9% 16,590,521 $709.1M
Vanguard Group Inc. 0.01% Add +0.3% 11,774,609 $503.2M
State Street Corp. 0.01% Reduce -7.4% 5,049,443 $217.9M
Dimensional Fund Advisors LP 0.03% Add +5.5% 2,956,772 $126.4M
Wells Fargo & Company 0.03% Reduce -0.8% 2,588,248 $110.6M
Geode Capital Management, LLC 0.01% Add +6.6% 2,331,599 $99.7M
First Trust Advisors LP 0.06% Reduce -11.6% 1,306,701 $55.8M
Bank of New York Mellon Corp 0.01% Add +3.2% 1,284,245 $54.9M
Charles Schwab Investment Management Inc. 0.01% Add +4.5% 1,194,043 $51.0M
Norges Bank 0.01% Reduce -7.1% 1,178,403 $50.4M
Northern Trust Corp. 0.01% Add +4.1% 1,146,429 $49.0M
Neuberger Berman Group LLC 0.04% Add +55.9% 1,096,351 $46.9M
Morgan Stanley 0.00% Reduce -9.9% 976,254 $41.7M
ProShare Advisors LLC 0.10% Reduce -3.4% 886,129 $37.9M
Duff & Phelps Investment Management Co. 0.48% No change 875,590 $37.4M
FMR LLC 0.00% Add +19.4% 872,108 $37.3M
Massachusetts Financial Services Co. 0.01% Reduce -1.8% 830,650 $35.5M
Goldman Sachs Group Inc. 0.01% Add +18.5% 729,694 $31.2M
AQR Capital Management 0.04% Add +39.9% 618,379 $26.4M
JPMorgan Chase & Co. 0.00% Reduce -2.2% 522,457 $22.3M
Ameriprise Financial Inc. 0.01% Reduce -5.8% 513,155 $21.9M
Nuveen Asset Management, LLC 0.01% Reduce -5.1% 503,500 $21.6M
California Public Employees Retirement System 0.01% Reduce -3.8% 466,507 $19.9M
Boston Partners 0.02% Reduce -3.8% 461,546 $19.8M
Confluence Investment Management LLC 0.28% Add +1.7% 458,483 $19.6M
Energy Income Partners, LLC 0.43% Reduce -14.9% 457,472 $19.6M
Invesco Ltd. 0.00% Reduce -4.0% 423,874 $18.1M
Millennium Management 0.02% Reduce -24.0% 414,669 $17.7M
Segall Bryant & Hamill, LLC 0.31% Reduce -15.4% 404,336 $17.3M
ExodusPoint Capital Management, LP 0.18% Add +27.9% 390,735 $16.7M
Victory Capital Management Inc. 0.02% Add +192.9% 387,950 $16.6M
Rhumbline Advisers 0.01% Add +4.4% 364,311 $15.6M
Bank of America Corp. 0.00% Add +7.5% 349,181 $14.9M
Bragg Financial Advisors, Inc 0.66% Add +0.1% 346,314 $14.8M
Aventail Capital Group, LP 1.04% New 346,312 $14.8M
Wellington Management Group LLP 0.00% Add +3.9% 341,780 $14.6M
Principal Financial Group Inc. 0.01% Reduce -11.4% 331,365 $14.2M
Glenmede Trust Co. NA 0.06% Add +0.4% 295,353 $12.6M
Citadel Advisors 0.01% Add +16.6% 290,319 $12.4M
Man Group plc 0.03% Reduce -1.3% 290,303 $12.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +51.3% 274,052 $11.7M
Qube Research & Technologies Ltd 0.02% Add +30.3% 242,548 $10.4M
Alliancebernstein L.P. 0.00% Add +1.5% 207,391 $8.9M
Legal & General Group Plc 0.00% Reduce -5.3% 205,109 $8.8M
Exchange Traded Concepts, LLC 0.22% Add +10.8% 198,508 $8.5M
Clear Harbor Asset Management, LLC 0.74% Reduce -1.7% 197,830 $8.5M
Swiss National Bank 0.01% Add +0.2% 193,400 $8.3M
Deutsche Bank AG 0.00% Reduce -4.2% 186,544 $8.0M
Algert Global LLC 0.26% Add +176.0% 185,637 $7.9M
Stifel Financial Corp. 0.01% Reduce -0.3% 182,672 $7.8M
Corebridge Financial, Inc. 0.04% — 177,099 $7.6M
Janney Montgomery Scott LLC 0.02% Reduce -4.6% 173,798 $7.4M
Mattern Capital Management, LLC 1.02% Reduce -0.4% 172,716 $7.4M
Benjamin F. Edwards & Company, Inc. 0.12% Add +10.2% 155,658 $6.7M
John G Ullman & Associates Inc. 0.85% Reduce -1.2% 129,828 $5.5M
Hennessy Advisors Inc. 0.21% Add +5.6% 128,634 $5.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.4% 125,680 $5.4M
Jane Street Group, LLC 0.01% Add +272.8% 125,096 $5.3M
Voloridge Investment Management, LLC 0.02% Add +52.5% 123,397 $5.3M
Franklin Resources Inc. 0.00% Add +22.8% 122,759 $5.2M
New York State Teachers Retirement System 0.01% Reduce -3.9% 122,679 $5.2M
Retirement Systems of Alabama 0.02% Reduce -1.2% 121,970 $5.2M
Manufacturers Life Insurance Company, The 0.00% Add +0.5% 119,574 $5.1M
Commonwealth Equity Services, LLC 0.01% Reduce -5.1% 117,759 $5.0M
UBS Group AG 0.00% Reduce -32.0% 110,080 $4.7M
MetLife Investment Management, LLC 0.03% Add +4.7% 106,886 $4.6M
California State Teachers Retirement System 0.01% Reduce -1.9% 95,890 $4.1M
Renaissance Technologies 0.01% Reduce -17.8% 90,700 $3.9M
Maryland State Retirement & Pension System 0.07% No change 83,990 $3.6M
Aptus Capital Advisors, LLC 0.06% Add +24.6% 79,913 $3.4M
TD Asset Management Inc 0.00% Reduce -7.8% 79,900 $3.4M
Barclays PLC 0.00% Reduce -78.3% 79,104 $3.4M
Hartford Financial Management Inc. 0.70% No change 76,500 $3.3M
Nisa Investment Advisors, LLC 0.02% Add +0.1% 75,153 $3.2M
Icon Advisers Inc. 0.73% Reduce -9.2% 73,919 $3.1M
Cox Capital Mgt LLC 1.86% Reduce -5.0% 71,879 $3.1M
LPL Financial LLC 0.00% Reduce -15.6% 71,377 $3.1M
State of Wisconsin Investment Board 0.01% Reduce -5.1% 68,813 $2.9M
Bank of Montreal 0.00% Reduce -2.6% 63,998 $2.7M
T. Rowe Price Associates Inc. 0.00% Add +5.7% 64,063 $2.7M
Corient Private Wealth LP 0.00% Reduce -6.2% 59,877 $2.6M
Royal Bank of Canada 0.00% Reduce -0.1% 59,304 $2.5M
Trexquant Investment LP 0.04% Reduce -14.8% 57,324 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -3.4% 56,581 $2.4M
State of Tennessee, Department of Treasury 0.01% No change 56,331 $2.4M
Graham Capital Management, L.P. 0.14% Add +58.0% 51,956 $2.2M
National Bank of Canada 0.00% New 51,100 $2.2M
Ensign Peak Advisors, Inc 0.00% Add +47.1% 49,563 $2.1M
Holocene Advisors, LP 0.01% Reduce -24.6% 49,216 $2.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 48,810 $2.1M
Verition Fund Management LLC 0.02% Add +29.1% 48,708 $2.1M
Amalgamated Bank 0.02% Reduce -6.9% 47,952 $2.0M
Ameritas Investment Partners, Inc. 0.07% Reduce -1.5% 46,162 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 46,111 $2.0M
Raymond James Financial Services Advisors, Inc. 0.00% Add +1.9% 46,010 $2.0M
Martingale Asset Management L P 0.04% Add +5.8% 45,572 $1.9M
Russell Investments Group, Ltd. 0.00% Add +85.3% 45,016 $1.9M
Comerica Bank 0.01% Reduce -7.0% 43,797 $1.9M
Janus Henderson Group PLC 0.00% Reduce -1.2% 43,084 $1.8M
Advisory Services Network, LLC 0.04% Add +8.1% 42,272 $1.8M
New York State Common Retirement Fund 0.00% Add +7.1% 42,220 $1.8M
Jennison Associates LLC 0.00% Add +5.1% 42,191 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -7.3% 41,347 $1.8M
Engineers Gate Manager LP 0.04% Reduce -16.2% 40,533 $1.7M
HSBC Holdings PLC 0.00% Reduce -66.7% 39,671 $1.7M
Balyasny Asset Management L.P. 0.00% Reduce -39.9% 39,692 $1.7M
South Dakota Investment Council 0.03% Reduce -0.1% 38,858 $1.7M
BNP Paribas Financial Markets 0.00% Reduce -49.9% 37,305 $1.6M
Citigroup Inc. 0.00% Add +32.8% 37,087 $1.6M
Teacher Retirement System of Texas 0.01% Reduce -5.9% 37,024 $1.6M
Raymond James & Associates 0.00% Reduce -13.5% 34,994 $1.5M
PNC Financial Services Group, Inc. 0.00% Reduce -0.2% 34,983 $1.5M
Good Life Advisors, LLC 0.12% Add +1.0% 33,983 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 33,046 $1.4M
Voya Investment Management LLC 0.00% Add +2.2% 32,641 $1.4M
Summit Global Investments 0.10% New 31,250 $1.3M
Ethic Inc. 0.03% Add +22.0% 31,051 $1.3M
Greenland Capital Management LP 0.28% Add +131.4% 30,540 $1.3M
Envestnet Asset Management Inc. 0.00% Add +12.2% 30,178 $1.3M
Cresset Asset Management, LLC 0.01% Add +0.5% 29,877 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Add +2.3% 29,137 $1.2M
D. E. Shaw & Co. 0.00% Add +201.1% 28,844 $1.2M
State Board of Administration of Florida Retirement System 0.00% Reduce -40.0% 28,815 $1.2M
Jacobi Capital Management LLC 0.11% Add +0.7% 28,405 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -1.1% 28,000 $1.2M
Arizona State Retirement System 0.01% Add +2.4% 27,520 $1.2M
Hennion & Walsh Asset Management, Inc. 0.06% Add +29.1% 26,159 $1.1M
Allspring Global Investments Holdings, LLC 0.00% Add +117.3% 26,035 $1.1M
Tower Research Capital LLC (TRC) 0.02% Add +833.0% 25,656 $1.1M
HighTower Advisors, LLC 0.00% Reduce -17.4% 25,447 $1.1M
Alps Advisors Inc. 0.01% Add +16.1% 24,379 $1.0M
Gsa Capital Partners LLP 0.07% New 24,292 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -3.1% 24,053 $1.0M
Kesler, Norman & Wride, LLC 0.22% Reduce -28.6% 23,958 $1.0M
State of Michigan Retirement System 0.01% Reduce -1.6% 23,785 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5.3% 23,555 $1.0M
Agf Management Ltd. 0.01% Reduce -1.8% 23,505 $1.0M
Fox Run Management, L.L.C. 0.19% Add +96.7% 23,425 $1.0M
Pacer Advisors, Inc. 0.00% Add +52.0% 23,251 $994K
Y-Intercept (Hong Kong) Ltd 0.05% New 23,044 $985K
ClariVest Asset Management LLC 0.10% Reduce -0.4% 22,940 $980K
Pinnacle Associates Ltd. 0.02% No change 22,696 $970K
FineMark National Bank & Trust 0.04% No change 22,402 $957K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.25% No change 22,301 $953K
Guggenheim Capital LLC 0.01% Add +209.6% 22,269 $952K
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.6% 22,056 $943K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.7% 21,903 $936K
American Century Companies Inc. 0.00% Add +0.4% 21,181 $905K
Jackson Creek Investment Advisors LLC 0.33% Reduce -0.2% 20,895 $893K
Oregon Public Employees Retirement Fund 0.02% Reduce -15.6% 20,519 $877K
Mariner, LLC 0.00% Add +3.8% 20,352 $870K
Prudential Financial Inc. 0.00% Add +23.5% 20,321 $869K
Wealthcare Advisory Partners LLC 0.03% Add +0.9% 20,068 $858K
Creative Planning 0.00% Add +5.7% 20,033 $856K
New Mexico Educational Retirement Board 0.03% No change 19,800 $846K
Ellevest, Inc. 0.05% Add +20.7% 19,601 $838K
Mercer Global Advisors Inc. 0.00% Add +13.7% 5,478 $834K
Brevan Howard Capital Management LP 0.05% Add +95.2% 18,953 $810K
Osaic Holdings, Inc. 0.00% Reduce -13.9% 18,812 $804K
Lido Advisors, LLC 0.01% New 18,568 $801K
Peapack Gladstone Financial Corp. 0.01% Add +2.0% 18,644 $797K
Pinnacle Wealth Management Advisory Group, LLC 0.08% No change 18,415 $787K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.24% New 18,090 $773K
Legacy Advisors, LLC 0.09% No change 17,884 $772K
ICW Investment Advisors LLC 0.33% Reduce -2.9% 16,845 $720K
Empirical Asset Management, LLC 0.26% Add +60.0% 16,269 $695K
Shore Point Advisors, LLC 0.39% Add +133.3% 16,050 $686K
AE Wealth Management LLC 0.01% Add +197.8% 15,992 $684K
Claro Advisors Inc. 0.10% Reduce -1.0% 15,682 $670K
Mesirow Institutional Investment Management, Inc. 0.06% New 15,532 $664K
Pictet Asset Management Holding SA 0.00% Reduce -12.4% 14,991 $641K
Captrust Financial Advisors 0.00% Add +7.8% 14,987 $641K
Seven Eight Capital, LP 0.07% New 14,938 $638K
Sanctuary Advisors, LLC 0.00% — 14,302 $620K
SG Americas Securities, LLC 0.00% Reduce -84.2% 14,198 $607K
Gabelli Funds LLC 0.00% No change 14,000 $598K
Xponance LLC 0.01% Reduce -5.1% 13,337 $570K
Atria Wealth Solutions, Inc. 0.01% Add +24.1% 13,144 $567K
Arkadios Wealth Advisors 0.04% Add +7.6% 13,123 $561K
Inceptionr LLC 0.16% New 12,995 $555K
NewEdge Advisors, LLC 0.00% Reduce -16.4% 12,739 $544K
Wedbush Securities Inc. 0.02% Add +17.9% 12,611 $539K
Great Lakes Advisors, LLC 0.00% Reduce -6.4% 12,539 $536K
Prospera Financial Services Inc 0.01% Add +0.4% 12,307 $526K
Moody National Bank Trust Division 0.04% No change 12,260 $524K
Susquehanna International Group, LLP 0.00% Add +44.5% 12,137 $519K
Public Employees Retirement Association of Colorado 0.00% No change 11,475 $490K
Sei Investments Co. 0.00% Add +58.4% 11,296 $483K
Blair William & Co. 0.00% New 11,204 $479K
Smallwood Wealth Investment Management, LLC 0.36% No change 11,010 $471K
&partners 0.02% Add +20.5% 10,944 $468K
Natixis Advisors, LLC 0.00% Reduce -7.6% 10,904 $466K
Wilmington Savings Fund Society, FSB 0.02% No change 10,848 $464K
Fortis Group Advisors, LLC 0.09% Add +0.1% 10,746 $459K
State of Alaska, Department of Revenue 0.01% No change 10,651 $455K
Beacon Pointe Advisors, LLC 0.01% Reduce -2.2% 10,629 $454K
Cetera Investment Advisers 0.00% Add +9.0% 10,628 $454K
Prudential PLC 0.00% Reduce -86.7% 10,390 $444K
Vanguard Personalized Indexing Management, LLC 0.01% Add +11.3% 10,061 $430K
Cubist Systematic Strategies, LLC 0.01% Reduce -89.5% 9,917 $424K
Private Advisor Group, LLC 0.00% Reduce -3.0% 9,863 $422K
AlphaQuest LLC 0.06% Reduce -27.9% 9,794 $419K
Federated Hermes, Inc. 0.00% Reduce -15.3% 9,781 $418K
Avantax Advisory Services, Inc. 0.00% Add +3.2% 9,657 $413K
United Capital Financial Advisors, LLC 0.00% New 9,586 $410K
Pathstone Holdings, LLC 0.00% Add +33.2% 9,103 $389K
Dynamic Technology Lab Private Ltd 0.04% Add +55.4% 9,108 $389K
Douglass Winthrop Advisors, LLC 0.01% No change 9,000 $385K
Intech Investment Management LLC 0.00% New 8,979 $384K
Strategy Asset Managers LLC 0.08% Add +1.9% 8,096 $382K
Choreo, LLC 0.01% New 8,970 $381K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.6% 8,840 $378K
Chartist Inc. 0.19% No change 8,480 $362K
MQS Management LLC 0.22% New 8,479 $362K
Bedel Financial Consulting, Inc. 0.05% Add +42.1% 8,379 $358K
Summit Financial, LLC 0.02% Add +14.4% 8,144 $351K
Inspire Investing, LLC 0.04% Reduce -2.0% 8,183 $350K
Perigon Wealth Management, LLC 0.01% Add +0.0% 7,981 $341K
Securian Asset Management, Inc. 0.01% Reduce -2.3% 7,881 $337K
Mirabella Financial Services LLP 0.03% Reduce -41.7% 7,631 $326K
STRS Ohio 0.00% Add +18.8% 7,600 $325K
MML Investors Services, LLC 0.00% Reduce -1.3% 7,528 $322K
C2C Wealth Management, LLC 0.31% No change 7,424 $317K
Amundi 0.00% Reduce -0.6% 7,136 $303K
Kestra Advisory Services, LLC 0.00% Reduce -1.1% 6,861 $293K
Crossmark Global Holdings, Inc. 0.01% Reduce -7.7% 6,738 $288K
Snowden Capital Advisors LLC 0.01% Add +8.4% 6,658 $287K
Walleye Capital LLC 0.00% New 6,463 $276K
Sheets Smith Wealth Management 0.03% No change 6,300 $269K
Aberdeen Wealth Management LLC 0.18% No change 6,297 $269K
B. Riley Wealth Advisors, Inc. 0.01% New 5,977 $258K
Mackenzie Financial Corp. 0.00% No change 5,985 $256K
Keybank National Association 0.00% Add +0.1% 5,720 $244K
Bleakley Financial Group, LLC 0.01% Reduce -0.8% 5,686 $243K
Simplicity Wealth,LLC 0.01% Reduce -0.8% 5,686 $243K
Ingalls & Snyder LLC 0.01% No change 5,671 $242K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.3% 5,547 $237K
Meridian Wealth Partners, LLC 0.04% Add +0.1% 5,457 $233K
XTX Topco Ltd 0.02% Reduce -50.3% 5,370 $230K
Cyrus J. Lawrence, LLC 0.05% No change 5,250 $224K
Oppenheimer & Co. Inc. 0.00% Reduce -6.3% 4,979 $213K
Oxford Asset Management LLP 0.21% New 4,965 $212K
Faithward Advisors, LLC 0.04% Reduce -3.0% 4,934 $211K
NCM Capital Management, LLC 0.11% New 4,900 $209K
BOS Asset Management, LLC 0.10% No change 4,850 $207K
Sovereign Financial Group, Inc. 0.05% No change 4,795 $205K
Virtus Advisers, LLC 0.09% Add +6.6% 4,315 $184K
DekaBank Deutsche Girozentrale 0.00% Reduce -33.1% 4,239 $181K
ZynergyRetirementPlanningLLC 0.14% — 4,207 $180K
Hazlett, Burt & Watson, Inc. 0.09% No change 4,140 $177K
Sound Income Strategies, LLC 0.01% Add +1.0% 3,758 $161K
Nvwm, LLC 0.04% New 3,123 $135K
KBC Group NV 0.00% Add +35.7% 2,535 $108K
US Bancorp \de 0.00% Add +10.1% 2,472 $106K
Cwm, LLC 0.00% Add +10.8% 2,258 $97K
Headlands Technologies LLC 0.01% Add +215.4% 2,205 $94K
Ashton Thomas Private Wealth, LLC 0.01% New 2,195 $94K
Huntington National Bank 0.00% New 2,008 $86K
Signaturefd, LLC 0.00% Reduce -8.7% 1,784 $76K
International Assets Investment Management, LLC 0.01% New 1,772 $76K
Benjamin Edwards Inc. 0.01% No change 1,727 $74K
Public Employees Retirement System of Ohio 0.00% Add +9.0% 1,544 $66K
Allworth Financial LP 0.00% Add +34.2% 1,424 $65K
First Personal Financial Services 0.01% No change 1,449 $62K
Arax Advisory Partners 0.01% Add +669.6% 1,416 $61K
CI Investments Inc. 0.00% Add +1.8% 1,307 $56K
NFSG Corp 0.02% No change 1,240 $53K
IFP Advisors, Inc 0.00% Reduce -34.3% 1,235 $53K
GAMMA Investing LLC 0.01% Add +119.5% 1,214 $52K
Farther Finance Advisors, LLC 0.00% Reduce -13.4% 1,144 $49K
Fifth Third Bancorp 0.00% Add +12.9% 982 $42K
Quadrant Capital Group LLC 0.00% Reduce -24.0% 917 $39K
SOA Wealth Advisors, LLC. 0.01% Reduce -18.2% 900 $38K
Nomura Asset Management Co. Ltd. 0.00% No change 840 $36K
Parkside Financial Bank & Trust 0.01% Add +3.3% 804 $34K
Brown, Lisle/Cummings, Inc. 0.01% No change 786 $34K
Neo Ivy Capital Management 0.01% — 720 $31K
Heritage Wealth Advisors 0.00% No change 700 $30K
Point72 Asia (Singapore) Pte. Ltd. 0.01% Reduce -83.9% 657 $28K
Princeton Global Asset Management LLC 0.01% No change 641 $27K
CIBC Private Wealth Group LLC 0.00% No change 626 $26K
Motco 0.00% No change 580 $25K
Rise Advisors, LLC 0.01% Add +1.1% 562 $24K
Northwestern Mutual Wealth Management Co. 0.00% Add +13.1% 543 $23K
CBIZ Investment Advisory Services, LLC 0.00% No change 505 $22K
PFS Partners, LLC 0.01% No change 500 $21K
Spirit of America Management Corp. 0.00% New 500 $21K
Asset Dedication, LLC 0.00% No change 492 $21K
Smartleaf Asset Management LLC 0.00% New 483 $21K
Hexagon Capital Partners LLC 0.00% Add +26.3% 476 $20K
Covestor Ltd 0.01% Add +98.7% 463 $20K
Parallel Advisors, LLC 0.00% Add +25.8% 464 $20K
EverSource Wealth Advisors, LLC 0.00% Add +5.6% 417 $19K
Jones Financial Companies LLLP 0.00% New 406 $17K
FinTrust Capital Advisors, LLC 0.00% No change 400 $17K
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% No change 336 $14K
Byrne Asset Management LLC 0.01% No change 325 $14K
MassMutual Private Wealth & Trust, FSB 0.00% Add +143.9% 322 $14K
Tompkins Financial Corp. 0.00% No change 300 $13K
Manchester Capital Management LLC 0.00% Add +286.7% 290 $12K
Bessemer Group Inc. 0.00% Add +66.5% 283 $12K
Planning Capital Management Corp 0.01% No change 269 $11K
Colonial Trust Co / SC 0.00% Add +16.9% 207 $9K
Anchor Investment Management, LLC 0.00% No change 200 $9K
Key Financial Inc 0.00% No change 195 $8K
Redwood Wealth Management Group, LLC 0.01% New 194 $8K
GHP Investment Advisors, Inc. 0.00% New 166 $7K
Lindbrook Capital, LLC 0.00% Reduce -62.3% 159 $7K
Private Wealth Management Group, LLC 0.00% Add +119.4% 158 $7K
Ancora Advisors LLC 0.00% New 124 $5K
UMB Bank, n.a. 0.00% Add +121.6% 113 $5K
Quarry LP 0.00% New 108 $5K
Cape Investment Advisory, Inc. 0.00% Add +1.0% 100 $4K
Hantz Financial Services, Inc. 0.00% No change 100 $4K
Bell Investment Advisors, Inc 0.00% No change 81 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 75 $3K
Smithfield Trust Co 0.00% No change 85 $3K
JFS Wealth Advisors, LLC 0.00% No change 70 $3K
City State Bank 0.00% No change 64 $3K
Plato Investment Management Ltd 0.00% No change 55 $2K
Rothschild Investment LLC 0.00% Add +400.0% 50 $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% Add +3.1% 33 $1K
SJS Investment Consulting Inc. 0.00% No change 21 $898
DiNuzzo Private Wealth, Inc. 0.00% Add +28.6% 18 $770
Blue Trust, Inc. 0.00% New 13 $558
Larson Financial Group LLC 0.00% New 11 $470
MV Capital Management, Inc. 0.00% Add +800.0% 9 $385
Versant Capital Management, Inc 0.00% No change 7 $299

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