New Jersey ResourcesNJR

13F holders, Q3 2024 (September 30)
362holders +30
51new positions
25sold out
7famous investors
$47.22avg. 13F price*

At the end of Q3 2024, 362 institutions reported holding New Jersey Resources Corp. (NJR) in their 13F filings, up 30 from Q2 2024. 51 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($782.2M), Vanguard Group Inc. ($544.7M) and State Street Corp. ($240.4M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Steve Cohen (0.0% of Point72 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions51$38.1M
Exits25$51.8M

All 13F filers, Q2 2024 → Q3 2024: 4,595,452 shares bought and 3,258,702 shares sold, net +1,336,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 362 holders

BlackRock, Inc. 0.02% — 16,571,472 $782.2M
Vanguard Group Inc. 0.01% Reduce -2.0% 11,539,559 $544.7M
State Street Corp. 0.01% Reduce -0.1% 5,046,762 $240.4M
Dimensional Fund Advisors LP 0.04% Add +4.6% 3,093,166 $146.0M
Wells Fargo & Company 0.03% Reduce -1.1% 2,559,032 $120.8M
Geode Capital Management, LLC 0.01% Add +1.5% 2,366,381 $111.7M
ProShare Advisors LLC 0.20% Add +96.8% 1,744,102 $82.3M
Morgan Stanley 0.00% Add +36.9% 1,336,699 $63.1M
Charles Schwab Investment Management Inc. 0.01% Add +2.8% 1,227,815 $58.0M
First Trust Advisors LP 0.06% Reduce -6.3% 1,225,009 $57.8M
Norges Bank 0.01% Add +1.3% 1,193,574 $56.3M
Neuberger Berman Group LLC 0.04% Add +6.8% 1,170,726 $55.2M
Northern Trust Corp. 0.01% Reduce -0.6% 1,139,820 $53.8M
Bank of New York Mellon Corp 0.01% Reduce -13.2% 1,115,309 $52.6M
Millennium Management 0.03% Add +98.1% 821,406 $38.8M
FMR LLC 0.00% Reduce -7.1% 810,513 $38.3M
Massachusetts Financial Services Co. 0.01% Reduce -2.7% 807,899 $38.1M
ExodusPoint Capital Management, LP 0.37% Add +92.5% 751,958 $35.5M
Goldman Sachs Group Inc. 0.01% Reduce -2.8% 709,571 $33.5M
JPMorgan Chase & Co. 0.00% Add +16.6% 609,199 $28.8M
AQR Capital Management 0.03% Reduce -14.2% 530,906 $24.9M
Ameriprise Financial Inc. 0.01% Reduce -8.7% 468,308 $22.1M
Nuveen Asset Management, LLC 0.01% Reduce -8.2% 462,250 $21.9M
California Public Employees Retirement System 0.02% Reduce -0.7% 463,033 $21.9M
Confluence Investment Management LLC 0.29% Add +0.0% 458,533 $21.6M
Segall Bryant & Hamill, LLC 0.27% Add +4.4% 422,000 $19.9M
Aventail Capital Group, LP 1.15% Add +19.3% 413,051 $19.5M
Invesco Ltd. 0.00% Reduce -3.0% 411,117 $19.4M
Bank of America Corp. 0.00% Add +7.0% 373,434 $17.6M
Victory Capital Management Inc. 0.02% Reduce -7.8% 357,746 $16.9M
Rhumbline Advisers 0.01% Reduce -3.6% 351,103 $16.6M
Bragg Financial Advisors, Inc 0.67% Add +0.2% 346,988 $16.4M
Wellington Management Group LLP 0.00% Reduce -2.5% 333,257 $15.7M
Energy Income Partners, LLC 0.31% Reduce -32.6% 308,134 $14.5M
Glenmede Trust Co. NA 0.07% Reduce -1.3% 291,456 $13.8M
Boston Partners 0.02% Reduce -39.4% 279,851 $13.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -1.0% 271,194 $12.8M
Citadel Advisors 0.01% Reduce -20.1% 232,081 $11.0M
Principal Financial Group Inc. 0.01% Reduce -30.6% 230,096 $10.9M
Exchange Traded Concepts, LLC 0.25% Add +12.5% 223,262 $10.5M
Legal & General Group Plc 0.00% Add +5.2% 215,700 $10.2M
Qube Research & Technologies Ltd 0.02% Reduce -11.9% 213,610 $10.1M
Alliancebernstein L.P. 0.00% Reduce -1.6% 203,983 $9.6M
Swiss National Bank 0.01% No change 193,400 $9.1M
Clear Harbor Asset Management, LLC 0.75% Reduce -2.8% 192,210 $9.1M
Barclays PLC 0.00% Add +140.0% 189,827 $9.0M
Cubist Systematic Strategies, LLC 0.13% Add +1794.8% 187,911 $8.9M
Stifel Financial Corp. 0.01% Add +1.9% 186,138 $8.8M
Point72 Asset Management 0.03% New 182,002 $8.6M
Janney Montgomery Scott LLC 0.02% Add +1.2% 175,854 $8.3M
Mattern Capital Management, LLC 1.03% Add +0.0% 172,778 $8.2M
Algert Global LLC 0.21% Reduce -8.9% 169,160 $8.0M
Corebridge Financial, Inc. 0.04% Reduce -4.5% 169,069 $8.0M
UBS Group AG 0.00% Add +52.7% 168,048 $7.9M
Benjamin Edwards Inc. 0.11% Add +8995.5% 157,079 $7.4M
Renaissance Technologies 0.01% Add +72.1% 156,100 $7.4M
Voya Investment Management LLC 0.01% Add +365.5% 151,944 $7.2M
CANADA LIFE ASSURANCE Co 0.01% Add +5.7% 132,819 $6.3M
John G Ullman & Associates Inc. 0.87% Reduce -1.3% 128,128 $6.0M
Deutsche Bank AG 0.00% Reduce -31.4% 128,012 $6.0M
Trexquant Investment LP 0.07% Add +118.5% 125,243 $5.9M
Commonwealth Equity Services, LLC 0.01% Add +5.6% 124,353 $5.9M
Hennessy Advisors Inc. 0.19% Reduce -3.7% 123,834 $5.8M
Jane Street Group, LLC 0.01% Reduce -1.2% 123,575 $5.8M
New York State Teachers Retirement System 0.01% Reduce -0.7% 121,779 $5.7M
Retirement Systems of Alabama 0.02% Reduce -1.2% 120,465 $5.7M
Franklin Resources Inc. 0.00% Reduce -0.2% 122,545 $5.6M
Icon Advisers Inc. 1.21% Add +57.8% 116,634 $5.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.1% 115,810 $5.5M
SG Americas Securities, LLC 0.02% Add +698.7% 113,402 $5.4M
Man Group plc 0.02% Reduce -61.5% 111,611 $5.3M
MetLife Investment Management, LLC 0.03% Reduce -0.7% 106,136 $5.0M
Citigroup Inc. 0.00% Add +153.1% 93,876 $4.4M
California State Teachers Retirement System 0.01% Reduce -2.5% 93,451 $4.4M
Aptus Capital Advisors, LLC 0.07% Add +15.5% 92,322 $4.4M
Corient Private Wealth LP 0.01% Add +53.7% 92,033 $4.3M
Two Sigma Investments, LP 0.01% New 84,334 $4.0M
Maryland State Retirement & Pension System 0.08% No change 83,990 $4.0M
Hartford Financial Management Inc. 0.74% No change 76,500 $3.6M
Nisa Investment Advisors, LLC 0.02% Add +0.0% 75,180 $3.6M
TD Asset Management Inc 0.00% Reduce -4.8% 76,100 $3.6M
Cox Capital Mgt LLC 2.00% Reduce -1.5% 70,828 $3.3M
LPL Financial LLC 0.00% Reduce -3.1% 69,149 $3.3M
State of Wisconsin Investment Board 0.01% Reduce -2.6% 67,054 $3.2M
Heartland Advisors Inc. 0.17% New 66,994 $3.2M
T. Rowe Price Associates Inc. 0.00% Add +1.3% 64,921 $3.1M
Royal Bank of Canada 0.00% Add +6.3% 63,019 $3.0M
State of Tennessee, Department of Treasury 0.01% Add +8.9% 61,373 $2.9M
HRT Financial LP 0.01% New 60,903 $2.9M
Holocene Advisors, LP 0.01% Add +22.2% 60,162 $2.8M
Martingale Asset Management L P 0.06% Add +28.0% 58,331 $2.8M
Bank of Montreal 0.00% Reduce -8.7% 58,454 $2.7M
Engineers Gate Manager LP 0.05% Add +32.8% 53,814 $2.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +10.2% 53,782 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -5.3% 53,597 $2.5M
Campbell & CO Investment Adviser LLC 0.18% New 50,122 $2.4M
BNP Paribas Financial Markets 0.00% Add +30.3% 48,624 $2.3M
State of New Jersey Common Pension Fund D 0.01% No change 46,111 $2.2M
Amalgamated Bank 0.02% Reduce -5.2% 45,472 $2.1M
Ameritas Investment Partners, Inc. 0.07% Reduce -4.7% 43,987 $2.1M
Janus Henderson Group PLC 0.00% Reduce -0.3% 42,964 $2.0M
Pinebridge Investments, L.P. 0.01% New 40,250 $1.9M
Seven Eight Capital, LP 0.17% Add +169.1% 40,194 $1.9M
HSBC Holdings PLC 0.00% Add +0.5% 39,855 $1.9M
Russell Investments Group, Ltd. 0.00% Reduce -11.7% 39,746 $1.9M
AlphaQuest LLC 0.17% Add +302.0% 39,369 $1.9M
Teacher Retirement System of Texas 0.01% Add +6.3% 39,353 $1.9M
South Dakota Investment Council 0.04% No change 38,858 $1.8M
Advisory Services Network, LLC 0.04% No change 42,272 $1.8M
Verition Fund Management LLC 0.01% Reduce -21.7% 38,126 $1.8M
Envestnet Asset Management Inc. 0.00% Add +26.2% 38,085 $1.8M
Allianz Asset Management GmbH 0.00% New 37,593 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -12.1% 36,366 $1.7M
Raymond James & Associates 0.00% Add +3.8% 36,310 $1.7M
Comerica Bank 0.01% Reduce -18.6% 35,641 $1.7M
Ensign Peak Advisors, Inc 0.00% Reduce -29.0% 35,168 $1.7M
PNC Financial Services Group, Inc. 0.00% Reduce -0.6% 34,790 $1.6M
Good Life Advisors, LLC 0.10% Add +1.0% 34,316 $1.6M
Hennion & Walsh Asset Management, Inc. 0.07% Add +27.2% 33,264 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 33,046 $1.6M
Dynamic Technology Lab Private Ltd 0.16% Add +247.4% 31,646 $1.5M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -31.4% 31,580 $1.5M
New York State Common Retirement Fund 0.00% Reduce -27.9% 30,420 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +2.0% 29,707 $1.4M
State Board of Administration of Florida Retirement System 0.00% No change 28,815 $1.4M
Arizona State Retirement System 0.01% Add +3.4% 28,456 $1.3M
Jacobi Capital Management LLC 0.10% Add +0.1% 28,442 $1.3M
Louisiana State Employees Retirement System 0.02% Reduce -1.8% 27,500 $1.3M
Jackson Creek Investment Advisors LLC 0.38% Add +28.5% 26,852 $1.3M
Lido Advisors, LLC 0.01% Add +42.1% 26,384 $1.2M
HighTower Advisors, LLC 0.00% Add +0.1% 25,464 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.8% 25,559 $1.2M
Greenwood Capital Associates LLC 0.15% New 25,139 $1.2M
Sciencast Management LP 0.35% New 25,095 $1.2M
Sanctuary Advisors, LLC 0.01% Add +57.5% 22,532 $1.2M
Alps Advisors Inc. 0.01% Reduce -2.9% 23,666 $1.1M
State of Michigan Retirement System 0.01% Reduce -0.8% 23,585 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 23,555 $1.1M
Twinbeech Capital LP 0.02% New 23,480 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -2.4% 23,474 $1.1M
Pacer Advisors, Inc. 0.00% Reduce -0.1% 23,239 $1.1M
Balyasny Asset Management L.P. 0.00% Reduce -41.5% 23,225 $1.1M
Ethic Inc. 0.03% Reduce -18.1% 25,444 $1.1M
Mesirow Institutional Investment Management, Inc. 0.08% Add +48.4% 23,052 $1.1M
American Century Companies Inc. 0.00% Add +7.8% 22,823 $1.1M
FineMark National Bank & Trust 0.04% No change 22,402 $1.1M
Agf Management Ltd. 0.01% Reduce -5.1% 22,313 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.26% No change 22,301 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.2% 22,002 $1.0M
Pinnacle Associates Ltd. 0.02% Add +2.3% 23,221 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.2% 21,860 $1.0M
Quantbot Technologies LP 0.04% New 21,208 $1.0M
Mariner, LLC 0.00% Add +3.1% 20,986 $990K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.27% Add +15.7% 20,923 $987K
ClariVest Asset Management LLC 0.10% No change 22,940 $980K
Creative Planning 0.00% Add +2.4% 20,514 $968K
Wealthcare Advisory Partners LLC 0.03% Add +0.9% 20,251 $956K
Oregon Public Employees Retirement Fund 0.02% Reduce -1.4% 20,229 $955K
Nicholson Wealth Management Group, LLC 0.78% — 20,039 $946K
New Mexico Educational Retirement Board 0.03% No change 19,800 $935K
Brevan Howard Capital Management LP 0.05% Add +4.0% 19,712 $930K
Intech Investment Management LLC 0.01% Add +110.5% 18,897 $892K
Osaic Holdings, Inc. 0.00% Reduce -1.9% 18,455 $872K
Pinnacle Wealth Management Advisory Group, LLC 0.08% No change 18,415 $869K
Susquehanna International Group, LLP 0.00% Add +48.8% 18,059 $852K
Legacy Advisors, LLC 0.09% No change 17,884 $852K
Mackenzie Financial Corp. 0.00% Add +194.8% 17,647 $833K
ICW Investment Advisors LLC 0.34% Add +2.7% 17,307 $817K
Ellevest, Inc. 0.05% Reduce -12.0% 17,254 $814K
Jump Financial, LLC 0.02% New 17,044 $804K
Pictet Asset Management Holding SA 0.00% Add +11.7% 16,747 $790K
Empirical Asset Management, LLC 0.27% Add +0.5% 16,350 $772K
&partners 0.01% Add +49.5% 16,356 $763K
Teza Capital Management LLC 0.08% New 16,141 $762K
Shore Point Advisors, LLC 0.41% Add +0.1% 16,059 $758K
AE Wealth Management LLC 0.01% Add +0.3% 16,034 $757K
Claro Advisors Inc. 0.10% Add +0.8% 15,803 $746K
Moody National Bank Trust Division 0.08% Add +28.1% 15,707 $741K
Captrust Financial Advisors 0.00% Add +4.3% 15,639 $738K
Peapack Gladstone Financial Corp. 0.01% Reduce -17.0% 15,468 $730K
Aigen Investment Management, LP 0.14% New 15,441 $729K
Summit Global Investments 0.05% Reduce -51.3% 15,208 $718K
Atria Wealth Solutions, Inc. 0.01% Add +7.1% 14,079 $670K
Gabelli Funds LLC 0.00% No change 14,000 $661K
Wedbush Securities Inc. 0.02% Add +10.1% 13,885 $655K
Aster Capital Management (DIFC) Ltd 0.14% — 13,816 $652K
NewEdge Advisors, LLC 0.00% Add +6.6% 13,579 $641K
Xponance LLC 0.01% Add +0.2% 13,359 $631K
Arkadios Wealth Advisors 0.04% Reduce -0.3% 13,079 $617K
Prospera Financial Services Inc 0.02% Add +1.6% 12,504 $590K
Kesler, Norman & Wride, LLC 0.12% Reduce -48.0% 12,460 $588K
iSAM Funds (UK) Ltd 0.33% New 12,161 $574K
Sei Investments Co. 0.00% Add +4.6% 11,819 $558K
Centiva Capital, LP 0.03% New 11,734 $554K
Public Employees Retirement Association of Colorado 0.00% No change 11,475 $542K
State of Alaska, Department of Revenue 0.01% Add +7.3% 11,431 $539K
Vanguard Personalized Indexing Management, LLC 0.01% Add +11.4% 11,207 $529K
Cetera Investment Advisers 0.00% Add +3.6% 11,014 $520K
Guggenheim Capital LLC 0.00% Reduce -50.7% 10,976 $518K
Capula Management Ltd 0.01% New 10,937 $516K
Great Lakes Advisors, LLC 0.00% Reduce -13.5% 10,849 $512K
Wilmington Savings Fund Society, FSB 0.01% No change 10,848 $512K
Fortis Group Advisors, LLC 0.09% Add +0.1% 10,753 $508K
Natixis Advisors, LLC 0.00% Reduce -2.5% 10,635 $502K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -54.9% 10,402 $491K
Avantax Advisory Services, Inc. 0.00% Add +5.7% 10,203 $482K
Prudential Financial Inc. 0.00% Reduce -50.2% 10,116 $477K
Pathstone Holdings, LLC 0.00% Add +8.2% 9,846 $465K
United Capital Financial Advisors, LLC 0.00% Add +0.2% 9,601 $453K
Federated Hermes, Inc. 0.00% Reduce -2.1% 9,572 $452K
Smallwood Wealth Investment Management, LLC 0.31% Reduce -15.3% 9,322 $440K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.9% 9,185 $434K
Choreo, LLC 0.01% Add +2.6% 9,208 $431K
Douglass Winthrop Advisors, LLC 0.01% No change 9,000 $425K
Voloridge Investment Management, LLC 0.00% Reduce -92.7% 8,968 $423K
Private Advisor Group, LLC 0.00% Reduce -9.9% 8,887 $419K
Schonfeld Strategic Advisors LLC 0.00% New 8,731 $412K
Inspire Investing, LLC 0.04% Add +6.3% 8,698 $411K
MML Investors Services, LLC 0.00% Add +14.5% 8,621 $407K
Strategy Asset Managers LLC 0.08% Add +6.1% 8,592 $406K
Perigon Wealth Management, LLC 0.01% Add +7.0% 8,536 $403K
Chartist Inc. 0.21% No change 8,480 $400K
Bedel Financial Consulting, Inc. 0.06% Add +0.3% 8,405 $397K
Two Sigma Advisers, LP 0.00% New 8,200 $387K
Inceptionr LLC 0.09% Reduce -38.6% 7,980 $377K
Summit Financial, LLC 0.01% Reduce -4.1% 7,813 $372K
Securian Asset Management, Inc. 0.01% Reduce -2.2% 7,711 $364K
STRS Ohio 0.00% No change 7,600 $359K
C2C Wealth Management, LLC 0.32% No change 7,424 $341K
Snowden Capital Advisors LLC 0.01% Add +0.3% 6,675 $318K
Crossmark Global Holdings, Inc. 0.01% No change 6,738 $318K
Petrus Trust Company, LTA 0.03% New 6,629 $313K
Amundi 0.00% Reduce -4.8% 6,796 $310K
Penn Capital Management Company, LLC 0.03% New 6,356 $300K
Arrowstreet Capital, Limited Partnership 0.00% New 6,333 $299K
Sheets Smith Wealth Management 0.04% No change 6,300 $297K
Aberdeen Wealth Management LLC 0.20% Add +0.0% 6,298 $297K
DekaBank Deutsche Girozentrale 0.00% Add +49.5% 6,338 $297K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.7% 6,018 $287K
Mercer Global Advisors Inc. 0.00% Add +9.7% 6,008 $282K
Kestra Advisory Services, LLC 0.00% Reduce -13.2% 5,958 $281K
Cerity Partners LLC 0.00% New 5,911 $279K
Occudo Quantitative Strategies LP 0.05% New 5,836 $275K
Tudor Investment Corporation 0.00% New 5,793 $273K
Keybank National Association 0.00% Add +0.8% 5,768 $272K
Virtu Financial LLC 0.01% New 5,735 $271K
Ingalls & Snyder LLC 0.01% No change 5,671 $268K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.3% 5,563 $263K
Bleakley Financial Group, LLC 0.01% Reduce -3.3% 5,499 $260K
Meridian Wealth Partners, LLC 0.04% Reduce -0.1% 5,450 $257K
Cyrus J. Lawrence, LLC 0.05% No change 5,250 $247K
Oppenheimer & Co. Inc. 0.00% Add +0.9% 5,024 $237K
Faithward Advisors, LLC 0.04% No change 4,934 $233K
BOS Asset Management, LLC 0.08% No change 4,850 $229K
Sovereign Financial Group, Inc. 0.05% No change 4,795 $226K
J. W. Coons Advisors, LLC 0.04% New 4,673 $221K
O'shaughnessy Asset Management, LLC 0.00% New 4,728 $218K
Hilltop Holdings Inc. 0.01% New 4,578 $216K
Profund Advisors LLC 0.01% New 4,569 $216K
D. E. Shaw & Co. 0.00% Reduce -84.3% 4,537 $214K
PFG Investments, LLC 0.01% New 4,515 $213K
Main Street Financial Solutions, LLC 0.02% New 4,435 $209K
Atlas Private Wealth Advisors 0.03% New 4,292 $203K
ZynergyRetirementPlanningLLC 0.14% Add +1.0% 4,248 $201K
Hazlett, Burt & Watson, Inc. 0.09% No change 4,140 $195K
Tower Research Capital LLC (TRC) 0.01% Reduce -84.4% 3,998 $189K
Virtus Advisers, LLC 0.09% Reduce -10.1% 3,879 $183K
Point72 Asia (Singapore) Pte. Ltd. 0.03% Add +482.0% 3,824 $180K
nVerses Capital, LLC 0.08% New 3,800 $179K
Sound Income Strategies, LLC 0.01% Add +1.0% 3,795 $179K
Point72 Hong Kong Ltd 0.01% New 2,992 $141K
Cwm, LLC 0.00% Add +26.7% 2,860 $135K
Shell Asset Management Co. 0.01% — 2,844 $134K
Johnson Financial Group, Inc. 0.01% New 2,649 $125K
KBC Group NV 0.00% No change 2,535 $120K
US Bancorp \de 0.00% Reduce -1.1% 2,445 $115K
Point72 (DIFC) Ltd 0.01% New 2,435 $115K
Huntington National Bank 0.00% Add +6.4% 2,136 $101K
GAMMA Investing LLC 0.01% Add +52.5% 1,851 $87K
Signaturefd, LLC 0.00% Add +3.6% 1,848 $87K
International Assets Investment Management, LLC 0.01% No change 1,772 $84K
Public Employees Retirement System of Ohio 0.00% Add +1.9% 1,573 $74K
CI Investments Inc. 0.00% Add +12.0% 1,464 $69K
Allworth Financial LP 0.00% Add +1.9% 1,451 $68K
Arax Advisory Partners 0.01% Add +0.1% 1,418 $67K
First Personal Financial Services 0.01% Reduce -16.6% 1,208 $57K
Spirit of America Management Corp. 0.01% Add +140.0% 1,200 $57K
IFP Advisors, Inc 0.00% Reduce -2.9% 1,199 $57K
Fifth Third Bancorp 0.00% Add +17.0% 1,149 $54K
Farther Finance Advisors, LLC 0.00% Reduce -1.7% 1,125 $53K
Van Eck Associates Corp. 0.00% New 1,111 $52K
Jones Financial Companies LLLP 0.00% Add +159.1% 1,052 $49K
Quadrant Capital Group LLC 0.00% Add +6.8% 979 $46K
SOA Wealth Advisors, LLC. 0.01% No change 900 $42K
Nomura Asset Management Co. Ltd. 0.00% No change 840 $40K
Parkside Financial Bank & Trust 0.01% Add +4.0% 836 $39K
Northwestern Mutual Wealth Management Co. 0.00% Add +51.0% 820 $39K
Brown, Lisle/Cummings, Inc. 0.01% No change 786 $37K
Heritage Wealth Advisors 0.00% No change 700 $33K
Princeton Global Asset Management LLC 0.01% No change 641 $30K
CIBC Private Wealth Group LLC 0.00% No change 626 $30K
V-Square Quantitative Management LLC 0.00% New 581 $27K
FSA Wealth Management LLC 0.01% — 574 $27K
Rise Advisors, LLC 0.01% Add +0.9% 567 $27K
Smartleaf Asset Management LLC 0.00% Add +13.3% 547 $26K
Hexagon Capital Partners LLC 0.00% Add +9.0% 519 $24K
CBIZ Investment Advisory Services, LLC 0.00% No change 505 $24K
PFS Partners, LLC 0.01% No change 500 $24K
UMB Bank, n.a. 0.00% Add +337.2% 494 $23K
Asset Dedication, LLC 0.00% No change 492 $23K
Parallel Advisors, LLC 0.00% Add +0.4% 466 $22K
Motco 0.00% Reduce -19.8% 465 $22K
Bessemer Group Inc. 0.00% Add +42.4% 403 $19K
FinTrust Capital Advisors, LLC 0.00% No change 400 $19K
Beacon Capital Management, LLC 0.00% New 400 $19K
Manchester Capital Management LLC 0.00% Add +35.9% 394 $19K
FNY Investment Advisers, LLC 0.01% New 400 $18K
Harbor Capital Advisors, Inc. 0.00% New 366 $17K
Godsey & Gibb, Inc. 0.00% No change 351 $17K
Sterling Capital Management LLC 0.00% — 338 $16K
Byrne Asset Management LLC 0.01% No change 325 $15K
Atticus Wealth Management, LLC 0.00% Reduce -3.0% 320 $15K
Valley National Advisers Inc. 0.00% Reduce -4.5% 321 $15K
Headlands Technologies LLC 0.00% Reduce -86.0% 309 $15K
Catalyst Funds Management Pty Ltd 0.00% New 300 $14K
Tompkins Financial Corp. 0.00% No change 300 $14K
Planning Capital Management Corp 0.01% No change 269 $13K
Earned Wealth Advisors, LLC 0.00% New 250 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -25.2% 241 $11K
Covestor Ltd 0.01% Reduce -49.5% 234 $11K
Colonial Trust Co / SC 0.00% No change 207 $10K
Trust Co. of Vermont 0.00% New 201 $9K
Anchor Investment Management, LLC 0.00% No change 200 $9K
Key Financial Inc 0.00% No change 195 $9K
Lindbrook Capital, LLC 0.00% Add +8.2% 172 $8K
Private Wealth Management Group, LLC 0.00% No change 158 $7K
EverSource Wealth Advisors, LLC 0.00% Reduce -67.9% 134 $6K
Ancora Advisors LLC 0.00% No change 124 $6K
Hantz Financial Services, Inc. 0.00% No change 100 $5K
Rothschild Investment LLC 0.00% Add +110.0% 105 $5K
Cape Investment Advisory, Inc. 0.00% Add +1.0% 101 $5K
C M Bidwell & Associates Ltd. 0.00% New 99 $5K
Blue Trust, Inc. 0.00% Add +676.9% 101 $4K
Hemington Wealth Management 0.00% New 105 $4K
Smithfield Trust Co 0.00% No change 85 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 75 $4K
JFS Wealth Advisors, LLC 0.00% Add +4.3% 73 $3K
Bell Investment Advisors, Inc 0.00% Reduce -14.8% 69 $3K
City State Bank 0.00% No change 64 $3K
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 33 $2K
Lazard Asset Management LLC 0.00% New 24 $1K
SJS Investment Consulting Inc. 0.00% No change 21 $992
Plato Investment Management Ltd 0.00% Reduce -61.8% 21 $990
DiNuzzo Private Wealth, Inc. 0.00% Add +11.1% 20 $944
Riverview Trust Co 0.00% New 18 $850
Larson Financial Group LLC 0.00% Add +54.5% 17 $802
Quarry LP 0.00% Reduce -88.0% 13 $614
Bruce G. Allen Investments, LLC 0.00% New 8 $378
Versant Capital Management, Inc 0.00% No change 7 $330
Claris Advisors, LLC / Mo / 0.00% New 6 $283

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