New Jersey ResourcesNJR

13F holders, Q1 2025 (March 31)
401holders +8
52new positions
42sold out
7famous investors
$49.09avg. 13F price*

At the end of Q1 2025, 401 institutions reported holding New Jersey Resources Corp. (NJR) in their 13F filings, up 8 from Q4 2024. 52 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($870.7M), Vanguard Group Inc. ($542.6M) and State Street Corp. ($259.5M). 7 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions52$46.5M
Exits42$17.7M

All 13F filers, Q4 2024 → Q1 2025: 4,484,129 shares bought and 3,346,826 shares sold, net +1,137,303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 401 holders

BlackRock, Inc. 0.02% Add +5.5% 17,747,238 $870.7M
Vanguard Group Inc. 0.01% Reduce -4.0% 11,059,550 $542.6M
State Street Corp. 0.01% Reduce -2.2% 5,243,255 $259.5M
Dimensional Fund Advisors LP 0.04% Add +3.5% 3,424,736 $168.0M
Wells Fargo & Company 0.03% Reduce -0.2% 2,586,746 $126.9M
Geode Capital Management, LLC 0.01% Add +7.5% 2,528,440 $124.1M
Norges Bank 0.01% Reduce -12.6% 1,369,842 $67.2M
Morgan Stanley 0.00% Add +24.5% 1,296,426 $63.6M
Northern Trust Corp. 0.01% Reduce -4.9% 1,283,943 $63.0M
Charles Schwab Investment Management Inc. 0.01% Add +0.6% 1,274,588 $62.5M
Bank of New York Mellon Corp 0.01% Reduce -2.4% 1,182,176 $58.0M
Neuberger Berman Group LLC 0.05% Reduce -0.9% 1,154,304 $56.6M
First Trust Advisors LP 0.05% Reduce -2.3% 1,089,106 $53.4M
Millennium Management 0.05% Reduce -22.0% 1,063,594 $52.2M
FMR LLC 0.00% Add +10.2% 912,414 $44.8M
ProShare Advisors LLC 0.09% Reduce -9.3% 827,721 $40.6M
Massachusetts Financial Services Co. 0.01% Reduce -2.4% 737,032 $36.2M
Goldman Sachs Group Inc. 0.01% Reduce -15.6% 704,900 $34.6M
JPMorgan Chase & Co. 0.00% Reduce -5.9% 642,943 $31.5M
Nuveen, LLC 0.01% — 601,493 $29.5M
UBS Group AG 0.01% Add +58.9% 477,721 $23.4M
ExodusPoint Capital Management, LP 0.30% Add +21.8% 465,247 $22.8M
Bragg Financial Advisors, Inc 0.94% Add +33.1% 463,948 $22.8M
California Public Employees Retirement System 0.02% Reduce -0.8% 451,978 $22.2M
Confluence Investment Management LLC 0.31% Reduce -3.0% 440,703 $21.6M
Ameriprise Financial Inc. 0.01% Reduce -4.0% 437,081 $21.4M
Qube Research & Technologies Ltd 0.03% Add +9.3% 412,368 $20.2M
Invesco Ltd. 0.00% Reduce -4.7% 407,128 $20.0M
Point72 Asset Management 0.05% Add +21.9% 372,000 $18.3M
AQR Capital Management 0.02% Reduce -11.9% 369,257 $18.1M
Segall Bryant & Hamill, LLC 0.27% Reduce -8.4% 362,653 $17.8M
Rhumbline Advisers 0.02% Reduce -0.8% 349,199 $17.1M
Victory Capital Management Inc. 0.02% Reduce -6.4% 340,869 $16.7M
Energy Income Partners, LLC 0.31% Add +4.2% 324,997 $15.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +10.1% 320,113 $15.7M
Bank of America Corp. 0.00% Add +10.4% 312,305 $15.3M
Wellington Management Group LLP 0.00% Reduce -0.5% 304,622 $14.9M
Verition Fund Management LLC 0.09% Add +350.4% 294,318 $14.4M
Glenmede Trust Co. NA 0.07% Reduce -3.0% 280,117 $13.7M
Exchange Traded Concepts, LLC 0.22% Add +12.4% 253,095 $12.4M
Principal Financial Group Inc. 0.01% Add +2.1% 232,427 $11.4M
Legal & General Group Plc 0.00% Add +0.8% 219,494 $10.8M
Prudential Financial Inc. 0.01% Reduce -33.0% 215,131 $10.6M
Janney Montgomery Scott LLC 0.03% Add +0.8% 207,776 $10.2M
Aventail Capital Group, LP 0.49% Add +0.3% 200,589 $9.8M
Alliancebernstein L.P. 0.00% Reduce -0.6% 198,277 $9.7M
Stifel Financial Corp. 0.01% Add +0.9% 193,428 $9.5M
Swiss National Bank 0.01% Reduce -0.9% 193,300 $9.5M
Clear Harbor Asset Management, LLC 0.74% Add +0.9% 190,629 $9.4M
Jane Street Group, LLC 0.02% New 181,551 $8.9M
Renaissance Technologies 0.01% Reduce -4.3% 176,000 $8.6M
Barclays PLC 0.00% Reduce -30.5% 170,732 $8.4M
Mattern Capital Management, LLC 1.06% Add +0.6% 170,400 $8.4M
Balyasny Asset Management L.P. 0.02% Add +26.0% 168,620 $8.3M
Aptus Capital Advisors, LLC 0.09% Add +37.1% 159,303 $7.8M
Corebridge Financial, Inc. 0.04% Reduce -0.9% 158,951 $7.8M
Cubist Systematic Strategies, LLC 0.10% Reduce -49.7% 152,784 $7.5M
Benjamin Edwards Inc. 0.10% Reduce -6.2% 145,418 $7.1M
Meiji Yasuda Asset Management Co Ltd. 0.28% New 139,309 $6.8M
MetLife Investment Management, LLC 0.04% Add +22.1% 138,465 $6.8M
Two Sigma Investments, LP 0.02% Reduce -9.6% 137,523 $6.7M
Franklin Resources Inc. 0.00% Add +9.8% 134,945 $6.6M
Susquehanna International Group, LLP 0.01% Add +145.6% 129,659 $6.4M
Commonwealth Equity Services, LLC 0.01% Add +2.6% 129,060 $6.3M
CANADA LIFE ASSURANCE Co 0.01% Reduce -3.9% 126,352 $6.2M
Allianz Asset Management GmbH 0.01% Add +93.1% 126,226 $6.2M
American Century Companies Inc. 0.00% Add +356.5% 124,914 $6.1M
John G Ullman & Associates Inc. 0.94% Reduce -0.8% 123,660 $6.1M
Engineers Gate Manager LP 0.10% Reduce -16.1% 122,872 $6.0M
Hennessy Advisors Inc. 0.20% Reduce -4.2% 122,334 $6.0M
Retirement Systems of Alabama 0.02% Add +1.2% 122,064 $6.0M
Voloridge Investment Management, LLC 0.02% Add +396.4% 121,416 $6.0M
New York State Teachers Retirement System 0.01% Reduce -3.3% 117,479 $5.8M
Deutsche Bank AG 0.00% Reduce -39.4% 115,281 $5.7M
Two Sigma Advisers, LP 0.01% Add +19.6% 113,900 $5.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.4% 113,023 $5.5M
Citadel Advisors 0.01% Reduce -14.9% 112,726 $5.5M
Trexquant Investment LP 0.06% Reduce -51.1% 108,249 $5.3M
Susquehanna Fundamental Investments, LLC 0.09% New 107,305 $5.3M
Algert Global LLC 0.13% Reduce -37.6% 105,509 $5.2M
HSBC Holdings PLC 0.00% Add +181.6% 105,449 $5.2M
Zimmer Partners, LP 0.10% Add +49.0% 101,800 $5.0M
Schonfeld Strategic Advisors LLC 0.03% Add +557.3% 100,560 $4.9M
Citigroup Inc. 0.00% Reduce -11.0% 94,595 $4.6M
California State Teachers Retirement System 0.01% Reduce -1.1% 91,668 $4.5M
Maryland State Retirement & Pension System 0.10% Add +4.0% 85,052 $4.2M
Jump Financial, LLC 0.06% Add +56.4% 81,128 $4.0M
Nisa Investment Advisors, LLC 0.02% Add +6.5% 80,206 $4.0M
T. Rowe Price Associates Inc. 0.00% Add +9.6% 78,225 $3.8M
Hartford Financial Management Inc. 0.77% No change 76,500 $3.8M
Zacks Investment Management 0.04% New 76,409 $3.7M
Raymond James Financial Inc. 0.00% Reduce -3.0% 76,194 $3.7M
Envestnet Asset Management Inc. 0.00% Add +43.8% 74,845 $3.7M
LPL Financial LLC 0.00% Add +36.5% 72,249 $3.5M
Royal Bank of Canada 0.00% Reduce -4.0% 72,205 $3.5M
Campbell & CO Investment Adviser LLC 0.26% New 68,604 $3.4M
TD Asset Management Inc 0.00% Reduce -6.1% 67,400 $3.3M
Heartland Advisors Inc. 0.19% No change 66,994 $3.3M
State of Wisconsin Investment Board 0.01% Reduce -0.1% 64,757 $3.2M
Leuthold Group, LLC 0.40% New 62,718 $3.1M
Corient Private Wealth LP 0.01% Add +2.0% 61,975 $3.0M
Martingale Asset Management L P 0.08% Add +0.3% 60,519 $3.0M
Intech Investment Management LLC 0.03% Add +3.9% 60,108 $2.9M
State of Tennessee, Department of Treasury 0.01% No change 59,689 $2.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +6.1% 59,363 $2.9M
Bank of Montreal 0.00% Reduce -0.1% 53,749 $2.6M
Mutual of America Capital Management LLC 0.03% Reduce -1.5% 51,616 $2.5M
Amundi 0.00% Add +605.0% 46,868 $2.3M
Reaves W H & Co. Inc. 0.06% Add +276.5% 47,086 $2.3M
Advisory Services Network, LLC 0.04% Add +4.5% 46,017 $2.3M
Holocene Advisors, LP 0.01% Add +31.3% 44,567 $2.2M
Amalgamated Bank 0.02% Reduce -2.6% 44,271 $2.2M
Ameritas Investment Partners, Inc. 0.07% Reduce -1.9% 43,292 $2.1M
Janus Henderson Group PLC 0.00% No change 42,964 $2.1M
Man Group plc 0.01% Add +131.6% 43,005 $2.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.35% Add +27.6% 42,465 $2.1M
Quantbot Technologies LP 0.07% Reduce -43.7% 42,141 $2.1M
Capital Fund Management S.A. 0.03% New 41,285 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -5.7% 40,632 $2.0M
Ethic Inc. 0.04% Add +23.8% 39,455 $1.9M
Russell Investments Group, Ltd. 0.00% Reduce -5.3% 39,474 $1.9M
KLP Kapitalforvaltning As 0.01% Reduce -3.5% 38,700 $1.9M
Tudor Investment Corporation 0.02% Add +182.0% 37,515 $1.8M
PNC Financial Services Group, Inc. 0.00% Add +1.1% 35,271 $1.7M
Good Life Advisors, LLC 0.12% Add +1.0% 34,976 $1.7M
South Dakota Investment Council 0.03% Reduce -10.6% 34,758 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -0.3% 34,605 $1.7M
Comerica Bank 0.01% Reduce -1.0% 33,755 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +27.6% 33,640 $1.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 33,578 $1.6M
Nebula Research & Development LLC 0.15% Add +82.0% 33,039 $1.6M
Graham Capital Management, L.P. 0.07% Add +230.9% 32,520 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 32,346 $1.6M
Nicholson Wealth Management Group, LLC 1.02% Add +0.6% 31,698 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Add +0.3% 31,082 $1.5M
Kestra Investment Management, LLC 0.03% Add +190.3% 30,923 $1.5M
Jennison Associates LLC 0.00% New 30,766 $1.5M
New York State Common Retirement Fund 0.00% No change 30,420 $1.5M
Osaic Holdings, Inc. 0.00% Add +141.1% 30,357 $1.5M
Teacher Retirement System of Texas 0.01% Reduce -41.9% 30,015 $1.5M
D. E. Shaw & Co. 0.00% Add +578.7% 29,956 $1.5M
Alps Advisors Inc. 0.01% Add +7.7% 29,861 $1.5M
HighTower Advisors, LLC 0.00% Reduce -6.4% 29,775 $1.5M
Allworth Financial LP 0.01% Reduce -6.7% 29,156 $1.4M
HRT Financial LP 0.01% Reduce -35.4% 29,018 $1.4M
Twinbeech Capital LP 0.03% Add +199.6% 28,976 $1.4M
Arizona State Retirement System 0.01% Reduce -0.6% 28,618 $1.4M
Jacobi Capital Management LLC 0.10% Add +1.0% 28,505 $1.4M
Louisiana State Employees Retirement System 0.03% Add +2.2% 28,100 $1.4M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -29.3% 27,955 $1.4M
State Board of Administration of Florida Retirement System 0.00% No change 27,758 $1.4M
Squarepoint Ops LLC 0.00% New 27,621 $1.4M
Greenwood Capital Associates LLC 0.18% Add +8.2% 27,614 $1.4M
Lido Advisors, LLC 0.01% Reduce -2.1% 27,225 $1.3M
Ensign Peak Advisors, Inc 0.00% Reduce -4.7% 26,723 $1.3M
Voya Investment Management LLC 0.00% Reduce -83.6% 26,310 $1.3M
Jackson Creek Investment Advisors LLC 0.41% Reduce -0.1% 26,021 $1.3M
Elo Mutual Pension Insurance Co 0.03% New 25,501 $1.3M
Summit Global Investments 0.09% Reduce -5.6% 24,539 $1.2M
State of Michigan Retirement System 0.01% Add +2.1% 23,985 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +9.5% 23,973 $1.2M
Boston Partners 0.00% Add +46.7% 23,918 $1.2M
Thrivent Financial for Lutherans 0.00% Add +0.8% 23,690 $1.2M
Creative Planning 0.00% Add +1.2% 23,574 $1.2M
Ellevest, Inc. 0.08% Add +29.0% 23,205 $1.1M
FineMark National Bank & Trust 0.04% No change 22,402 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +1.2% 22,299 $1.1M
NewEdge Advisors, LLC 0.01% Add +65.7% 22,214 $1.1M
Cibc World Markets Corp. 0.01% Add +140.6% 22,127 $1.1M
Pinnacle Associates Ltd. 0.02% Add +0.2% 21,921 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.27% No change 21,500 $1.1M
Mariner, LLC 0.00% Add +1.1% 21,280 $1.0M
Police & Firemen's Retirement System of New Jersey 0.01% No change 21,209 $1.0M
Icon Advisers Inc. 0.24% Reduce -80.0% 21,000 $1.0M
Wealthcare Advisory Partners LLC 0.03% Add +0.2% 20,451 $1.0M
Oregon Public Employees Retirement Fund 0.02% Add +0.5% 20,329 $997K
Pictet Asset Management Holding SA 0.00% Add +3.0% 20,247 $994K
Dynamic Technology Lab Private Ltd 0.14% Reduce -14.6% 19,993 $981K
New Mexico Educational Retirement Board 0.03% No change 19,800 $971K
Sei Investments Co. 0.00% Add +54.1% 18,862 $925K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 18,743 $920K
Peapack Gladstone Financial Corp. 0.01% Reduce -8.9% 18,667 $916K
AE Wealth Management LLC 0.01% Reduce -2.5% 18,633 $914K
ICW Investment Advisors LLC 0.36% Add +2.5% 18,169 $891K
Legacy Advisors, LLC 0.09% No change 17,884 $885K
Pinnacle Wealth Management Advisory Group, LLC 0.08% Add +0.2% 17,705 $869K
BNP Paribas Financial Markets 0.00% Reduce -56.3% 17,402 $854K
Agf Management Ltd. 0.00% Reduce -22.8% 17,146 $841K
Empirical Asset Management, LLC 0.28% Add +0.8% 16,564 $813K
Pinebridge Investments, L.P. 0.01% Reduce -71.4% 16,440 $807K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 16,300 $800K
Shore Point Advisors, LLC 0.42% Add +0.1% 16,077 $789K
Captrust Financial Advisors 0.00% Reduce -2.1% 16,009 $785K
Y-Intercept (Hong Kong) Ltd 0.05% Add +211.6% 15,844 $777K
Moody National Bank Trust Division 0.08% Add +0.5% 15,779 $774K
Fox Run Management, L.L.C. 0.12% Add +8.0% 15,757 $773K
United Capital Financial Advisors, LLC 0.01% Add +61.5% 15,564 $764K
Xponance LLC 0.01% Add +1.9% 15,310 $751K
Wedbush Securities Inc. 0.03% Reduce -0.5% 14,933 $733K
Prospera Financial Services Inc 0.02% Add +12.0% 14,558 $714K
Cetera Investment Advisers 0.00% Add +25.0% 14,461 $709K
Gabelli Funds LLC 0.01% No change 14,000 $687K
Sanctuary Advisors, LLC 0.00% Reduce -38.4% 13,992 $686K
O'shaughnessy Asset Management, LLC 0.01% Add +49.5% 13,545 $665K
EntryPoint Capital, LLC 0.29% Add +42.4% 12,982 $637K
Oppenheimer & Co. Inc. 0.01% Add +154.2% 12,885 $632K
Natixis Advisors, LLC 0.00% Add +11.6% 12,832 $630K
Arkadios Wealth Advisors 0.02% Reduce -1.4% 12,311 $604K
State of Alaska, Department of Revenue 0.01% Add +3.8% 11,741 $576K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -5.9% 11,631 $571K
Public Employees Retirement Association of Colorado 0.00% No change 11,475 $563K
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.5% 11,228 $551K
Claro Advisors Inc. 0.07% Reduce -11.0% 11,069 $543K
&partners 0.01% Reduce -32.4% 10,970 $542K
Wilmington Savings Fund Society, FSB 0.01% No change 10,848 $532K
Fortis Group Advisors, LLC 0.10% Add +0.1% 10,768 $528K
Aigen Investment Management, LP 0.08% New 10,641 $522K
Smallwood Wealth Investment Management, LLC 0.33% Add +15.6% 10,568 $518K
Point72 Hong Kong Ltd 0.04% New 10,448 $513K
Federated Hermes, Inc. 0.00% Add +3.9% 10,093 $495K
Pacer Advisors, Inc. 0.00% Reduce -32.5% 9,980 $490K
Avantax Advisory Services, Inc. 0.00% Reduce -0.1% 9,886 $485K
Choreo, LLC 0.01% Add +4.1% 9,404 $465K
Strategy Asset Managers LLC 0.09% Add +6.7% 9,318 $457K
Pathstone Holdings, LLC 0.00% Add +2.7% 9,142 $448K
Bridgefront Capital, LLC 0.13% Reduce -8.7% 9,105 $447K
Douglass Winthrop Advisors, LLC 0.01% No change 9,000 $442K
STRS Ohio 0.00% Add +18.4% 9,000 $442K
L2 Asset Management, LLC 0.09% New 8,894 $436K
Bedel Financial Consulting, Inc. 0.06% Add +5.1% 8,880 $433K
SG Americas Securities, LLC 0.00% Reduce -85.0% 8,647 $424K
Summit Financial, LLC 0.01% Add +2.7% 8,167 $401K
Point72 Asia (Singapore) Pte. Ltd. 0.10% New 8,116 $398K
Quadrant Capital Group LLC 0.01% Add +715.2% 8,030 $394K
Perigon Wealth Management, LLC 0.01% Reduce -1.9% 7,969 $391K
Tower Research Capital LLC (TRC) 0.01% Add +1.7% 7,793 $382K
Groupe la Francaise 0.01% Reduce -6.3% 7,739 $374K
Securian Asset Management, Inc. 0.01% Add +1.6% 7,616 $374K
Kesler, Norman & Wride, LLC 0.07% Reduce -22.8% 7,584 $372K
Teza Capital Management LLC 0.17% Reduce -21.6% 7,574 $372K
Sterling Capital Management LLC 0.01% Add +136.2% 7,451 $366K
C2C Wealth Management, LLC 0.34% No change 7,424 $364K
Entropy Technologies, LP 0.04% Reduce -79.4% 7,419 $364K
XTX Topco Ltd 0.02% Reduce -38.5% 7,227 $355K
Allspring Global Investments Holdings, LLC 0.00% Reduce -12.9% 7,117 $350K
Private Advisor Group, LLC 0.00% Reduce -0.4% 7,108 $349K
Inspire Investing, LLC 0.04% Reduce -18.4% 7,030 $345K
Point72 (DIFC) Ltd 0.03% Add +781.2% 6,944 $341K
Snowden Capital Advisors LLC 0.01% Add +0.6% 6,747 $334K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.8% 6,610 $324K
Kestra Advisory Services, LLC 0.00% Add +1.5% 6,537 $321K
Tiaa Trust, National Association 0.00% New 6,530 $320K
United Services Automobile Association 0.01% New 6,442 $318K
Mackenzie Financial Corp. 0.00% Add +2.6% 6,455 $317K
DekaBank Deutsche Girozentrale 0.00% No change 6,338 $311K
B. Riley Wealth Advisors, Inc. 0.01% Add +4.0% 6,301 $309K
Sheets Smith Wealth Management 0.04% No change 6,300 $309K
Aberdeen Wealth Management LLC 0.21% Add +0.0% 6,299 $309K
Horizon Investment Services, LLC 0.14% New 6,077 $298K
J. W. Coons Advisors, LLC 0.08% Reduce -2.4% 5,996 $294K
Aster Capital Management (DIFC) Ltd 0.05% New 6,023 $291K
Keybank National Association 0.00% Add +0.2% 5,740 $282K
Inceptionr LLC 0.08% Reduce -68.2% 5,661 $278K
Ingalls & Snyder LLC 0.01% Reduce -0.5% 5,644 $277K
Apollon Wealth Management, LLC 0.01% New 5,571 $273K
Inspire Advisors, LLC 0.03% New 5,539 $272K
Magnetar Financial LLC 0.00% New 5,507 $270K
Seeds Investor LLC 0.07% New 5,438 $267K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -4.8% 5,311 $261K
Hilltop Holdings Inc. 0.02% Add +3.9% 5,171 $254K
Mercer Global Advisors Inc. 0.00% Add +1.2% 5,066 $249K
Faithward Advisors, LLC 0.04% No change 4,895 $240K
United Asset Strategies, Inc. 0.02% No change 4,872 $239K
BOS Asset Management, LLC 0.08% No change 4,850 $238K
Sovereign Financial Group, Inc. 0.05% No change 4,795 $235K
111 Capital 0.04% Reduce -19.2% 4,719 $232K
Quantinno Capital Management LP 0.00% New 4,642 $228K
Main Street Financial Solutions, LLC 0.02% Add +3.7% 4,634 $227K
KBC Group NV 0.00% Add +1.1% 4,576 $224K
Orion Porfolio Solutions, LLC 0.00% New 4,551 $223K
Orion Portfolio Solutions, LLC 0.00% New 4,551 $223K
Northwestern Mutual Wealth Management Co. 0.00% Add +633.7% 4,549 $223K
Atlas Private Wealth Advisors 0.03% Add +4.1% 4,509 $221K
Jain Global LLC 0.00% New 4,407 $216K
PFG Investments, LLC 0.01% Reduce -5.7% 4,296 $211K
Forvis Mazars Wealth Advisors, LLC 0.01% New 4,213 $207K
Capital Asset Advisory Services LLC 0.01% New 4,156 $206K
Townsquare Capital LLC 0.00% New 4,184 $205K
Axxcess Wealth Management, LLC 0.01% New 4,171 $205K
Meridian Wealth Partners, LLC 0.03% Reduce -24.0% 4,143 $203K
Hazlett, Burt & Watson, Inc. 0.09% No change 4,140 $203K
Atlas Legacy Advisors, LLC 0.05% Reduce -38.6% 4,131 $202K
ZynergyRetirementPlanningLLC 0.14% Add +1.0% 4,289 $200K
SBI Securities Co., Ltd. 0.01% Add +1.9% 4,034 $198K
Spirit of America Management Corp. 0.04% Add +48.1% 4,000 $196K
Cwm, LLC 0.00% Add +10.9% 3,972 $195K
Shell Asset Management Co. 0.01% Add +35.4% 3,850 $189K
Wood Tarver Financial Group, LLC 0.06% No change 3,722 $183K
Virtus Investment Advisers, LLC 0.04% New 3,223 $158K
Sound Income Strategies, LLC 0.01% Add +5.7% 2,962 $145K
GAMMA Investing LLC 0.01% Add +27.4% 2,915 $143K
Atwood & Palmer Inc. 0.01% No change 2,680 $131K
Johnson Financial Group, Inc. 0.01% New 2,649 $130K
US Bancorp \de 0.00% Add +6.8% 2,635 $129K
Huntington National Bank 0.00% Reduce -7.3% 2,605 $128K
CI Investments Inc. 0.00% Add +3.7% 2,546 $125K
WASHINGTON TRUST Co 0.00% New 2,376 $117K
Farther Finance Advisors, LLC 0.00% Add +83.7% 1,859 $91K
Stonebridge Financial Group, LLC 0.01% No change 1,845 $91K
Coldstream Capital Management Inc. 0.00% New 1,823 $89K
Signaturefd, LLC 0.00% Add +9.3% 1,791 $88K
UMB Bank, n.a. 0.00% Add +107.9% 1,744 $86K
Public Employees Retirement System of Ohio 0.00% Add +2.6% 1,626 $80K
Van Eck Associates Corp. 0.00% Add +50.7% 1,555 $76K
Brooklyn Investment Group 0.01% Add +1715.4% 1,416 $69K
Jones Financial Companies LLLP 0.00% Add +25.8% 1,401 $69K
IFP Advisors, Inc 0.00% No change 1,222 $60K
NFSG Corp 0.01% No change 1,098 $54K
Fifth Third Bancorp 0.00% Add +14.4% 1,080 $53K
Ameriflex Group, Inc. 0.02% No change 1,062 $52K
AlphaQuest LLC 0.01% Reduce -98.5% 1,051 $52K
Halbert Hargrove Global Advisors, LLC 0.00% No change 900 $44K
Nomura Asset Management Co. Ltd. 0.00% No change 840 $41K
Hexagon Capital Partners LLC 0.01% Add +42.0% 839 $41K
Versant Capital Management, Inc 0.01% Add +26.0% 838 $41K
Optiver Holding B.V. 0.00% New 824 $40K
Brown, Lisle/Cummings, Inc. 0.01% No change 786 $39K
Federation des caisses Desjardins du Quebec 0.00% New 770 $38K
Crews Bank & Trust 0.01% New 748 $37K
Heritage Wealth Advisors 0.00% No change 700 $34K
Princeton Global Asset Management LLC 0.01% No change 641 $31K
CIBC Private Wealth Group LLC 0.00% Add +0.3% 626 $29K
Parallel Advisors, LLC 0.00% Add +18.5% 589 $29K
V-Square Quantitative Management LLC 0.00% No change 581 $29K
FSA Wealth Management LLC 0.01% No change 574 $28K
CBIZ Investment Advisory Services, LLC 0.00% No change 505 $25K
PFS Partners, LLC 0.01% No change 500 $25K
Asset Dedication, LLC 0.00% No change 492 $24K
Roxbury Financial LLC 0.02% Add +0.8% 494 $24K
Smartleaf Asset Management LLC 0.00% Reduce -28.9% 470 $23K
Private Wealth Asset Management, LLC 0.00% — 440 $22K
Manchester Capital Management LLC 0.00% Reduce -1.0% 390 $19K
FNY Investment Advisers, LLC 0.01% Reduce -96.2% 400 $19K
Harbor Capital Advisors, Inc. 0.00% Reduce -9.6% 396 $19K
Bessemer Group Inc. 0.00% Reduce -25.5% 366 $18K
Rise Advisors, LLC 0.01% Reduce -37.8% 356 $17K
Godsey & Gibb, Inc. 0.00% No change 351 $17K
Motco 0.00% Reduce -24.7% 350 $17K
EverSource Wealth Advisors, LLC 0.00% Add +150.0% 335 $16K
Byrne Asset Management LLC 0.01% No change 325 $16K
Caitong International Asset Management Co., Ltd 0.01% New 322 $16K
Atticus Wealth Management, LLC 0.01% No change 320 $16K
Vision Financial Markets LLC 0.02% No change 320 $16K
Valley National Advisers Inc. 0.00% No change 321 $15K
Tompkins Financial Corp. 0.00% No change 300 $15K
Cullen/Frost Bankers, Inc. 0.00% New 298 $15K
Arax Advisory Partners 0.00% Reduce -73.3% 276 $14K
Parkside Financial Bank & Trust 0.00% Add +632.4% 249 $12K
Covestor Ltd 0.01% Add +0.4% 235 $12K
MassMutual Private Wealth & Trust, FSB 0.00% No change 241 $12K
Blue Trust, Inc. 0.00% No change 215 $11K
Plato Investment Management Ltd 0.00% Add +861.9% 202 $10K
Colonial Trust Co / SC 0.00% Reduce -39.5% 201 $10K
Trust Co. of Vermont 0.00% No change 201 $10K
Anchor Investment Management, LLC 0.00% No change 200 $10K
Hemington Wealth Management 0.00% Add +22.9% 177 $8K
Hantz Financial Services, Inc. 0.00% Add +72.0% 172 $8K
Private Wealth Management Group, LLC 0.00% No change 158 $8K
Redwood Park Advisors LLC 0.01% No change 150 $7K
Rothschild Investment LLC 0.00% Add +11.1% 150 $7K
Hillsdale Investment Management Inc. 0.00% No change 150 $7K
Ancora Advisors LLC 0.00% No change 124 $6K
Sierra Ocean, LLC 0.00% No change 106 $5K
Cape Investment Advisory, Inc. 0.00% Add +1.0% 103 $5K
Bell Investment Advisors, Inc 0.00% Add +19.0% 94 $5K
Smithfield Trust Co 0.00% No change 85 $4K
Continuum Advisory, LLC 0.00% New 81 $4K
JFS Wealth Advisors, LLC 0.00% Add +11.0% 81 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 75 $4K
Quarry LP 0.00% Reduce -96.0% 72 $4K
Farmers & Merchants Investments Inc. 0.00% Add +70.0% 68 $3K
City State Bank 0.00% No change 64 $3K
Larson Financial Group LLC 0.00% Add +229.4% 56 $3K
Clearstead Advisors, LLC 0.00% New 49 $2K
Financial Network Wealth Advisors LLC 0.00% New 48 $2K
High Note Wealth, LLC 0.00% Reduce -53.7% 44 $2K
Stephens Consulting, LLC 0.00% New 30 $1K
Sandy Spring Bank 0.00% New 25 $1K
Horizon Investments, LLC 0.00% New 23 $1K
Global Financial Private Client, LLC 0.00% Add +250.0% 21 $1K
SJS Investment Consulting Inc. 0.00% No change 20 $982
DiNuzzo Private Wealth, Inc. 0.00% Add +5.3% 20 $982
Aventura Private Wealth, LLC 0.00% No change 14 $687
Creative Financial Designs Inc. 0.00% New 13 $638
NewSquare Capital LLC 0.00% New 11 $540
Assetmark, Inc. 0.00% No change 6 $294
SouthState Bank Corp 0.00% New 5 $246
Bay Harbor Wealth Management, LLC 0.00% New 4 $197
HFM Investment Advisors, LLC 0.00% — 3 $148
Parkworth Wealth Management, Inc. 0.00% No change 3 $147
True Wealth Design, LLC 0.00% New 1 $50

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