New Jersey ResourcesNJR

13F holders, Q2 2025 (June 30)
396holders −5
46new positions
51sold out
8famous investors
$44.85avg. 13F price*

At the end of Q2 2025, 396 institutions reported holding New Jersey Resources Corp. (NJR) in their 13F filings, down 5 from Q1 2025. 46 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($810.7M), Vanguard Group Inc. ($495.8M) and State Street Corp. ($233.4M). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions46$64.2M
Exits51$59.0M

All 13F filers, Q1 2025 → Q2 2025: 5,383,098 shares bought and 4,619,543 shares sold, net +763,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 396 holders

BlackRock, Inc. 0.02% Add +1.9% 18,089,019 $810.7M
Vanguard Group Inc. 0.01% Add +0.0% 11,061,386 $495.8M
State Street Corp. 0.01% Reduce -1.7% 5,155,256 $233.4M
Dimensional Fund Advisors LP 0.04% Add +0.3% 3,435,490 $154.0M
Wells Fargo & Company 0.03% Add +2.4% 2,649,952 $118.8M
Geode Capital Management, LLC 0.01% Add +0.7% 2,545,394 $114.1M
Neuberger Berman Group LLC 0.05% Add +29.1% 1,489,588 $66.8M
Northern Trust Corp. 0.01% Add +2.9% 1,320,832 $59.2M
Morgan Stanley 0.00% Reduce -2.6% 1,262,247 $56.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -2.4% 1,243,756 $55.7M
Norges Bank 0.01% Reduce -14.2% 1,175,162 $52.7M
Bank of New York Mellon Corp 0.01% Reduce -2.8% 1,148,891 $51.5M
First Trust Advisors LP 0.04% Reduce -3.9% 1,047,023 $46.9M
FMR LLC 0.00% Reduce -3.1% 884,480 $39.6M
Macquarie Group Ltd. 0.05% New 873,450 $39.1M
ProShare Advisors LLC 0.07% Add +0.4% 831,309 $37.3M
Energy Income Partners, LLC 0.70% Add +145.7% 798,661 $35.8M
Qube Research & Technologies Ltd 0.05% Add +77.1% 730,300 $32.7M
Massachusetts Financial Services Co. 0.01% Reduce -4.8% 702,040 $31.5M
JPMorgan Chase & Co. 0.00% Add +4.2% 670,090 $30.0M
UBS Group AG 0.01% Add +27.3% 608,116 $27.3M
Goldman Sachs Group Inc. 0.00% Reduce -19.2% 569,690 $25.5M
Bragg Financial Advisors, Inc 0.76% Add +1.7% 471,830 $21.1M
Invesco Ltd. 0.00% Add +14.4% 465,923 $20.9M
Nuveen, LLC 0.01% Reduce -23.4% 460,844 $20.7M
Bank of America Corp. 0.00% Add +47.4% 460,298 $20.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +36.7% 437,471 $19.6M
Confluence Investment Management LLC 0.27% Reduce -2.0% 431,907 $19.4M
California Public Employees Retirement System 0.01% Reduce -7.1% 419,931 $18.8M
Victory Capital Management Inc. 0.01% Add +6.5% 362,856 $16.3M
Rhumbline Advisers 0.01% Add +2.9% 359,215 $16.1M
Segall Bryant & Hamill, LLC 0.22% Reduce -1.9% 355,605 $15.9M
Cubist Systematic Strategies, LLC 0.17% Add +127.5% 347,620 $15.6M
AQR Capital Management 0.01% Reduce -11.4% 327,182 $14.6M
Tudor Investment Corporation 0.11% Add +737.9% 314,323 $14.1M
Renaissance Technologies 0.02% Add +78.5% 314,200 $14.1M
Wellington Management Group LLP 0.00% Reduce -3.8% 293,016 $13.1M
Point72 Asset Management 0.03% Reduce -22.4% 288,692 $12.9M
Glenmede Investment Management, LP 0.06% — 270,702 $12.1M
Exchange Traded Concepts, LLC 0.14% Reduce -5.1% 240,226 $10.8M
Barclays PLC 0.00% Add +39.1% 237,484 $10.6M
Principal Financial Group Inc. 0.01% Reduce -0.9% 230,308 $10.3M
Legal & General Group Plc 0.00% Add +3.5% 227,141 $10.2M
HSBC Holdings PLC 0.01% Add +101.3% 212,305 $9.5M
Alliancebernstein L.P. 0.00% Add +2.3% 202,886 $9.1M
Janney Montgomery Scott LLC 0.02% Reduce -2.9% 201,749 $9.0M
Stifel Financial Corp. 0.01% Add +2.3% 197,821 $8.9M
Two Sigma Investments, LP 0.02% Add +39.8% 192,240 $8.6M
Swiss National Bank 0.01% Reduce -0.9% 191,500 $8.6M
Algert Global LLC 0.18% Add +78.9% 188,781 $8.5M
Clear Harbor Asset Management, LLC 0.63% Reduce -2.3% 186,210 $8.3M
Voloridge Investment Management, LLC 0.03% Add +46.9% 178,312 $8.0M
Aptus Capital Advisors, LLC 0.08% Add +9.5% 174,407 $7.8M
Mattern Capital Management, LLC 0.93% Add +1.3% 172,654 $7.7M
Allianz Asset Management GmbH 0.01% Add +19.1% 150,352 $6.7M
Marshall Wace, LLP 0.01% New 150,214 $6.7M
Benjamin Edwards Inc. 0.08% Reduce -2.5% 141,727 $6.4M
American Century Companies Inc. 0.00% Add +9.6% 136,933 $6.1M
Commonwealth Equity Services, LLC 0.01% Add +6.0% 136,774 $6.1M
Citadel Advisors 0.01% Add +20.3% 135,627 $6.1M
MetLife Investment Management, LLC 0.04% Reduce -2.4% 135,197 $6.1M
Susquehanna International Group, LLP 0.01% Add +3.9% 134,760 $6.0M
Two Sigma Advisers, LP 0.01% Add +17.0% 133,300 $6.0M
CANADA LIFE ASSURANCE Co 0.01% Add +5.4% 133,124 $6.0M
Meiji Yasuda Asset Management Co Ltd. 0.29% Reduce -6.6% 130,067 $5.8M
Trexquant Investment LP 0.07% Add +19.2% 129,074 $5.8M
Ameriprise Financial Inc. 0.00% Reduce -70.8% 127,594 $5.7M
Hennessy Advisors Inc. 0.19% Add +3.4% 126,534 $5.7M
Squarepoint Ops LLC 0.01% Add +348.3% 123,816 $5.5M
Retirement Systems of Alabama 0.02% Add +0.5% 122,677 $5.5M
John G Ullman & Associates Inc. 0.81% Reduce -1.1% 122,327 $5.5M
New York State Teachers Retirement System 0.01% Add +0.1% 117,579 $5.3M
Balyasny Asset Management L.P. 0.01% Reduce -30.3% 117,565 $5.3M
Deutsche Bank AG 0.00% Reduce -0.9% 114,287 $5.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.8% 109,904 $4.9M
Prudential Financial Inc. 0.01% Reduce -51.4% 104,481 $4.7M
Aventail Capital Group, LP 0.21% Reduce -48.4% 103,456 $4.6M
Twinbeech Capital LP 0.10% Add +246.4% 100,372 $4.5M
Envestnet Asset Management Inc. 0.00% Add +30.2% 97,450 $4.4M
Meritage Portfolio Management 0.27% New 96,613 $4.3M
Maryland State Retirement & Pension System 0.09% Add +6.3% 90,454 $4.1M
Franklin Resources Inc. 0.00% Reduce -33.8% 89,276 $4.0M
LPL Financial LLC 0.00% Add +18.4% 85,544 $3.8M
California State Teachers Retirement System 0.00% Reduce -6.7% 85,507 $3.8M
T. Rowe Price Associates Inc. 0.00% Add +8.4% 84,806 $3.8M
Holocene Advisors, LP 0.01% Add +82.1% 81,144 $3.6M
Nisa Investment Advisors, LLC 0.02% Reduce -1.8% 78,740 $3.6M
Zimmer Partners, LP 0.08% Reduce -22.7% 78,730 $3.5M
Zacks Investment Management 0.03% Add +2.5% 78,303 $3.5M
Engineers Gate Manager LP 0.04% Reduce -38.3% 75,797 $3.4M
D. E. Shaw & Co. 0.00% Add +152.8% 75,715 $3.4M
Raymond James Financial Inc. 0.00% Reduce -0.8% 75,575 $3.4M
Heartland Advisors Inc. 0.19% Add +11.9% 74,938 $3.4M
Royal Bank of Canada 0.00% Reduce -0.7% 71,685 $3.2M
Leuthold Group, LLC 0.37% Add +11.0% 69,635 $3.1M
Susquehanna Fundamental Investments, LLC 0.08% Reduce -35.6% 69,063 $3.1M
Millennium Management 0.00% Reduce -93.6% 68,029 $3.0M
Verition Fund Management LLC 0.02% Reduce -77.2% 66,992 $3.0M
Jane Street Group, LLC 0.00% Reduce -63.1% 66,918 $3.0M
Martingale Asset Management L P 0.07% Add +9.3% 66,120 $3.0M
Capital Fund Management S.A. 0.03% Add +56.5% 64,604 $2.9M
State of Wisconsin Investment Board 0.01% Reduce -0.7% 64,308 $2.9M
Schonfeld Strategic Advisors LLC 0.02% Reduce -38.2% 62,160 $2.8M
Intech Investment Management LLC 0.03% Add +2.9% 61,825 $2.8M
Corient Private Wealth LP 0.00% Reduce -0.9% 61,404 $2.8M
Lazard Asset Management LLC 0.00% New 60,888 $2.7M
Inspire Advisors, LLC 0.27% Add +954.4% 58,402 $2.6M
TD Asset Management Inc 0.00% Reduce -15.6% 56,900 $2.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -6.7% 55,416 $2.5M
Advisory Services Network, LLC 0.04% Add +16.5% 53,597 $2.5M
Graham Capital Management, L.P. 0.07% Add +67.8% 54,568 $2.4M
Advisors Preferred, LLC 0.40% New 54,002 $2.4M
Citigroup Inc. 0.00% Reduce -43.9% 53,030 $2.4M
State of Tennessee, Department of Treasury 0.01% Reduce -12.7% 52,138 $2.3M
Bank of Montreal 0.00% Reduce -6.4% 50,317 $2.3M
Mutual of America Capital Management LLC 0.02% Reduce -3.3% 49,915 $2.2M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.28% Add +15.7% 49,127 $2.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +45.6% 48,988 $2.2M
KLP Kapitalforvaltning As 0.01% Add +23.8% 47,900 $2.2M
Russell Investments Group, Ltd. 0.00% Add +11.9% 44,158 $2.0M
Amalgamated Bank 0.02% Reduce -0.4% 44,087 $2.0M
Janus Henderson Group PLC 0.00% No change 42,964 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +1.9% 41,422 $1.9M
Quantbot Technologies LP 0.05% Reduce -4.2% 40,369 $1.8M
Dynamic Technology Lab Private Ltd 0.22% Add +81.2% 36,221 $1.6M
Good Life Advisors, LLC 0.10% Add +0.9% 35,297 $1.6M
PNC Financial Services Group, Inc. 0.00% Reduce -0.2% 35,207 $1.6M
South Dakota Investment Council 0.03% No change 34,758 $1.6M
Jennison Associates LLC 0.00% Add +10.7% 34,065 $1.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +0.8% 33,860 $1.5M
Comerica Bank 0.01% Add +0.3% 33,849 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -2.9% 33,599 $1.5M
Aigen Investment Management, LP 0.21% Add +215.1% 33,529 $1.5M
Hennion & Walsh Asset Management, Inc. 0.06% Add +16.6% 32,586 $1.5M
New York State Common Retirement Fund 0.00% Add +6.9% 32,520 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% No change 32,346 $1.4M
Nicholson Wealth Management Group, LLC 0.89% Add +1.5% 32,187 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +0.8% 31,318 $1.4M
Greenwood Capital Associates LLC 0.17% Add +12.4% 31,028 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -30.5% 30,085 $1.3M
Jackson Creek Investment Advisors LLC 0.36% Add +15.3% 30,014 $1.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +58.5% 29,702 $1.3M
Alps Advisors Inc. 0.01% Reduce -0.7% 29,651 $1.3M
Allworth Financial LP 0.01% Add +0.6% 29,317 $1.3M
Arizona State Retirement System 0.01% Add +2.3% 29,268 $1.3M
Osaic Holdings, Inc. 0.00% Reduce -4.0% 29,148 $1.3M
Jacobi Capital Management LLC 0.09% Add +1.2% 28,839 $1.3M
Horizon Investments, LLC 0.02% Add +123708.7% 28,476 $1.3M
Louisiana State Employees Retirement System 0.02% Add +0.4% 28,200 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 27,758 $1.2M
Elo Mutual Pension Insurance Co 0.03% Add +7.5% 27,426 $1.2M
Voya Investment Management LLC 0.00% Add +4.1% 27,384 $1.2M
Teacher Retirement System of Texas 0.01% Reduce -10.5% 26,870 $1.2M
HighTower Advisors, LLC 0.00% Reduce -11.9% 26,223 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.6% 25,789 $1.2M
Creative Planning 0.00% Add +8.5% 25,583 $1.1M
Kestra Investment Management, LLC 0.03% Reduce -19.5% 24,881 $1.1M
State of Michigan Retirement System 0.01% Add +0.4% 24,085 $1.1M
Nebula Research & Development LLC 0.09% Reduce -27.3% 24,008 $1.1M
Thrivent Financial for Lutherans 0.00% Add +0.5% 23,809 $1.1M
BNP Paribas Financial Markets 0.00% Add +35.5% 23,588 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Add +8.6% 23,037 $1.0M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.5% 22,410 $1.0M
FineMark National Bank & Trust 0.03% No change 22,402 $1.0M
Y-Intercept (Hong Kong) Ltd 0.02% Add +39.7% 22,134 $992K
Mariner, LLC 0.00% Add +4.0% 22,121 $991K
Pinnacle Associates Ltd. 0.01% Reduce -0.2% 21,881 $981K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.20% No change 21,500 $964K
Icon Advisers Inc. 0.22% No change 21,000 $941K
Wealthcare Advisory Partners LLC 0.02% Add +0.8% 20,604 $923K
Entropy Technologies, LP 0.07% Add +177.6% 20,598 $923K
Oregon Public Employees Retirement Fund 0.02% Add +1.0% 20,529 $920K
Susquehanna Portfolio Strategies, LLC 0.02% New 20,355 $912K
New Mexico Educational Retirement Board 0.03% No change 19,800 $887K
Ensign Peak Advisors, Inc 0.00% Reduce -26.2% 19,723 $884K
SG Americas Securities, LLC 0.00% Add +127.1% 19,637 $880K
Pictet Asset Management Holding SA 0.00% Reduce -4.1% 19,415 $870K
ICW Investment Advisors LLC 0.34% Add +5.3% 19,139 $858K
Peapack Gladstone Financial Corp. 0.01% Reduce -1.0% 18,480 $828K
Sei Investments Co. 0.00% Reduce -5.7% 17,796 $798K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Reduce -0.2% 17,665 $792K
Wedbush Securities Inc. 0.03% Add +15.0% 17,179 $770K
Prospera Financial Services Inc 0.01% Add +16.0% 16,893 $757K
Empirical Asset Management, LLC 0.23% Add +0.9% 16,716 $749K
Ethic Inc. 0.01% Reduce -57.8% 16,664 $745K
L2 Asset Management, LLC 0.12% Add +86.3% 16,574 $743K
Shore Point Advisors, LLC 0.35% Add +0.1% 16,086 $721K
Moody National Bank Trust Division 0.06% Reduce -0.5% 15,707 $704K
Captrust Financial Advisors 0.00% Reduce -2.6% 15,588 $699K
Federation des caisses Desjardins du Quebec 0.00% Add +1904.0% 15,431 $692K
Xponance LLC 0.01% Reduce -0.3% 15,257 $684K
United Capital Financial Advisors, LLC 0.01% Reduce -2.8% 15,130 $678K
Sanctuary Advisors, LLC 0.00% Add +7.5% 15,036 $674K
Reaves W H & Co. Inc. 0.01% Reduce -68.1% 15,020 $673K
XTX Topco Ltd 0.03% Add +105.3% 14,835 $665K
Bayforest Capital Ltd 0.28% New 14,393 $645K
Gabelli Funds LLC 0.00% No change 14,000 $627K
Arkadios Wealth Advisors 0.02% Add +9.9% 13,527 $606K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 13,503 $605K
Quadrant Capital Group LLC 0.02% Add +67.9% 13,481 $604K
&partners 0.00% Add +19.9% 13,159 $589K
DRW Securities, LLC 0.04% New 12,735 $571K
NewEdge Advisors, LLC 0.00% Reduce -42.8% 12,711 $570K
Integrated Wealth Concepts LLC 0.01% New 12,559 $563K
MQS Management LLC 0.31% New 12,549 $562K
Cibc World Markets Corp. 0.00% Reduce -43.7% 12,457 $558K
Cetera Investment Advisers 0.00% Reduce -15.0% 12,287 $551K
Tower Research Capital LLC (TRC) 0.01% Add +57.1% 12,245 $549K
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.5% 11,809 $530K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.9% 11,553 $524K
Private Advisor Group, LLC 0.00% Add +63.0% 11,586 $519K
Public Employees Retirement Association of Colorado 0.00% No change 11,475 $514K
Oppenheimer & Co. Inc. 0.01% Reduce -11.3% 11,428 $512K
State of Alaska, Department of Revenue 0.01% Reduce -4.1% 11,261 $504K
Fortis Group Advisors, LLC 0.09% Add +0.1% 10,783 $495K
Choreo, LLC 0.01% Add +12.5% 10,583 $479K
Gsa Capital Partners LLP 0.03% New 10,686 $479K
Smallwood Wealth Investment Management, LLC 0.27% Add +0.1% 10,583 $474K
Ellevest, Inc. 0.07% Reduce -56.1% 10,179 $456K
Avantax Advisory Services, Inc. 0.00% Add +2.9% 10,168 $456K
Los Angeles Capital Management LLC 0.00% New 10,108 $453K
Federated Hermes, Inc. 0.00% Reduce -3.3% 9,764 $438K
STRS Ohio 0.00% Add +7.8% 9,700 $435K
Ontario Teachers Pension Plan Board 0.01% New 9,648 $432K
Wealth Quarterback LLC 0.20% New 9,585 $430K
Pathstone Holdings, LLC 0.00% Add +3.8% 9,493 $426K
Summit Global Investments 0.02% Reduce -61.6% 9,429 $423K
Strategy Asset Managers LLC 0.08% Reduce -2.0% 9,130 $409K
Douglass Winthrop Advisors, LLC 0.01% No change 9,000 $403K
Inspire Investing, LLC 0.04% Add +27.5% 8,964 $402K
Bedel Financial Consulting, Inc. 0.05% No change 8,880 $398K
Fox Run Management, L.L.C. 0.06% Reduce -45.7% 8,552 $383K
Sterling Capital Management LLC 0.01% Add +13.6% 8,467 $379K
Summit Financial, LLC 0.01% Add +0.9% 8,241 $373K
Gotham Asset Management 0.00% New 8,054 $361K
O'shaughnessy Asset Management, LLC 0.00% Reduce -40.7% 8,030 $360K
Perigon Wealth Management, LLC 0.01% Reduce -1.0% 7,890 $354K
denkapparat Operations GmbH 0.28% New 7,818 $350K
Kesler, Norman & Wride, LLC 0.06% Add +1.9% 7,725 $346K
Securian Asset Management, Inc. 0.01% No change 7,616 $341K
C2C Wealth Management, LLC 0.30% No change 7,424 $333K
AE Wealth Management LLC 0.00% Reduce -62.2% 7,050 $316K
Orion Porfolio Solutions, LLC 0.00% Add +50.9% 6,866 $308K
Kestra Advisory Services, LLC 0.00% Add +4.3% 6,817 $306K
Snowden Capital Advisors LLC 0.01% Reduce -0.0% 6,745 $305K
Allspring Global Investments Holdings, LLC 0.00% Reduce -6.3% 6,666 $302K
Axq Capital, LP 0.10% New 6,573 $295K
Teza Capital Management LLC 0.22% Reduce -14.1% 6,504 $292K
Spirit of America Management Corp. 0.06% Add +62.5% 6,500 $291K
Hilltop Holdings Inc. 0.02% Add +25.2% 6,474 $290K
Mackenzie Financial Corp. 0.00% No change 6,455 $289K
Crossmark Global Holdings, Inc. 0.00% Reduce -3.2% 6,396 $287K
Sheets Smith Wealth Management 0.03% No change 6,300 $282K
Aberdeen Wealth Management LLC 0.19% Add +0.0% 6,300 $282K
Point72 Asia (Singapore) Pte. Ltd. 0.05% Reduce -22.5% 6,289 $282K
Ibex Wealth Advisors 0.03% New 6,275 $281K
DekaBank Deutsche Girozentrale 0.00% No change 6,338 $281K
PharVision Advisers, LLC 0.38% New 5,922 $265K
J. W. Coons Advisors, LLC 0.06% Reduce -2.9% 5,821 $261K
Quantinno Capital Management LP 0.00% Add +24.6% 5,786 $259K
Horizon Investment Services, LLC 0.11% Reduce -4.8% 5,784 $259K
Keybank National Association 0.00% Reduce -0.8% 5,692 $255K
Ingalls & Snyder LLC 0.01% No change 5,644 $253K
Bridgefront Capital, LLC 0.07% Reduce -38.3% 5,616 $252K
Financiere des Professionnels - Fonds d'investissement inc. 0.02% New 5,612 $252K
Apollon Wealth Management, LLC 0.01% Add +0.6% 5,605 $251K
Pine Valley Investments Ltd Liability Co 0.01% Add +5.0% 5,574 $250K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -13.6% 5,442 $244K
Mercer Global Advisors Inc. 0.00% Add +7.4% 5,441 $244K
Meeder Advisory Services, Inc. 0.01% New 5,401 $242K
Cwm, LLC 0.00% Add +26.1% 5,010 $225K
Northwestern Mutual Wealth Management Co. 0.00% Add +10.0% 5,002 $224K
Vise Technologies, Inc. 0.01% — 4,941 $221K
Walleye Capital LLC 0.00% New 4,928 $221K
Faithward Advisors, LLC 0.03% No change 4,895 $219K
Capstone Investment Advisors, LLC 0.00% New 4,891 $219K
Cambridge Investment Research Advisors, Inc. 0.00% New 4,896 $219K
Sovereign Financial Group, Inc. 0.04% No change 4,795 $215K
Institute for Wealth Management, LLC. 0.02% New 4,778 $214K
Atlas Private Wealth Advisors 0.03% Add +1.1% 4,557 $204K
Man Group plc 0.00% Reduce -89.5% 4,525 $203K
SBI Securities Co., Ltd. 0.01% Add +3.5% 4,177 $187K
Hazlett, Burt & Watson, Inc. 0.08% No change 4,140 $186K
Virtus Investment Advisers, LLC 0.06% Add +20.2% 3,874 $174K
Wood Tarver Financial Group, LLC 0.05% No change 3,722 $166K
Shell Asset Management Co. 0.00% Reduce -19.4% 3,103 $139K
KBC Group NV 0.00% Reduce -34.8% 2,985 $134K
US Bancorp \de 0.00% Add +10.0% 2,899 $130K
Atwood & Palmer Inc. 0.01% No change 2,680 $120K
Brooklyn Investment Group 0.01% Add +79.7% 2,544 $114K
Huntington National Bank 0.00% Reduce -7.1% 2,420 $108K
Farther Finance Advisors, LLC 0.00% Add +29.6% 2,410 $108K
Hantz Financial Services, Inc. 0.00% Add +1301.7% 2,411 $108K
Point72 Hong Kong Ltd 0.01% Reduce -78.0% 2,299 $103K
GAMMA Investing LLC 0.01% Reduce -22.6% 2,257 $101K
AlphaQuest LLC 0.01% Add +112.1% 2,229 $100K
Palouse Capital Management, Inc. 0.06% New 2,129 $95K
Quarry LP 0.02% Add +2693.1% 2,011 $90K
CI Investments Inc. 0.00% Reduce -21.2% 2,006 $90K
Jones Financial Companies LLLP 0.00% Add +41.0% 1,976 $88K
Signaturefd, LLC 0.00% Add +3.4% 1,851 $83K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,573 $71K
Public Employees Retirement System of Ohio 0.00% Reduce -5.3% 1,540 $69K
IFP Advisors, Inc 0.00% Add +23.1% 1,504 $67K
Van Eck Associates Corp. 0.00% Reduce -3.3% 1,504 $67K
UMB Bank, n.a. 0.00% Reduce -19.6% 1,403 $63K
Daiwa Securities Group Inc. 0.00% New 1,204 $54K
EverSource Wealth Advisors, LLC 0.00% Add +259.1% 1,203 $54K
Ameriflex Group, Inc. 0.03% Add +0.9% 1,072 $48K
Fifth Third Bancorp 0.00% Reduce -3.7% 1,040 $47K
Halbert Hargrove Global Advisors, LLC 0.00% No change 900 $40K
NFSG Corp 0.01% Reduce -18.2% 898 $40K
Nomura Asset Management Co. Ltd. 0.00% No change 840 $38K
Brown, Lisle/Cummings, Inc. 0.01% No change 786 $35K
Optiver Holding B.V. 0.00% Reduce -7.9% 759 $34K
Cullen/Frost Bankers, Inc. 0.00% Add +153.0% 754 $34K
Crews Bank & Trust 0.01% No change 748 $34K
Heritage Wealth Advisors 0.00% No change 700 $31K
Princeton Global Asset Management LLC 0.01% No change 641 $29K
Parallel Advisors, LLC 0.00% Add +8.3% 638 $29K
CIBC Private Wealth Group LLC 0.00% Add +1.4% 635 $28K
Versant Capital Management, Inc 0.00% Reduce -29.9% 587 $26K
FSA Wealth Management LLC 0.01% No change 574 $26K
CBIZ Investment Advisory Services, LLC 0.00% No change 505 $23K
PFS Partners, LLC 0.01% No change 500 $22K
Roxbury Financial LLC 0.02% Add +1.0% 499 $22K
Asset Dedication, LLC 0.00% No change 492 $22K
Harbor Capital Advisors, Inc. 0.00% Add +19.4% 473 $21K
Private Wealth Asset Management, LLC 0.00% No change 440 $20K
Manchester Capital Management LLC 0.00% No change 390 $17K
FNY Investment Advisers, LLC 0.01% No change 400 $17K
Bessemer Group Inc. 0.00% Add +4.6% 383 $17K
Ameritas Advisory Services, LLC 0.00% New 360 $16K
Rise Advisors, LLC 0.01% Add +0.8% 359 $16K
Motco 0.00% No change 350 $16K
Godsey & Gibb, Inc. 0.00% No change 351 $16K
Byrne Asset Management LLC 0.01% No change 325 $15K
Vision Financial Markets LLC 0.01% No change 320 $14K
Atticus Wealth Management, LLC 0.00% No change 320 $14K
Valley National Advisers Inc. 0.00% No change 321 $14K
Tompkins Financial Corp. 0.00% No change 300 $13K
St Germain D J Co. Inc. 0.00% New 300 $13K
MassMutual Private Wealth & Trust, FSB 0.00% Add +15.8% 279 $13K
Covestor Ltd 0.01% Add +3.0% 242 $11K
Arax Advisory Partners 0.00% Reduce -15.9% 232 $10K
Plato Investment Management Ltd 0.00% Add +8.4% 219 $10K
Parkside Financial Bank & Trust 0.00% Reduce -16.1% 209 $9K
Colonial Trust Co / SC 0.00% No change 201 $9K
Trust Co. of Vermont 0.00% No change 201 $9K
Anchor Investment Management, LLC 0.00% No change 200 $9K
Hemington Wealth Management 0.00% Add +2.8% 182 $8K
Rothschild Investment LLC 0.00% Add +13.3% 170 $8K
Private Wealth Management Group, LLC 0.00% No change 158 $7K
Redwood Park Advisors LLC 0.01% No change 150 $7K
Hillsdale Investment Management Inc. 0.00% No change 150 $7K
Sound Income Strategies, LLC 0.00% Reduce -95.5% 132 $6K
Ancora Advisors LLC 0.00% No change 124 $6K
WealthCollab, LLC 0.00% New 121 $5K
Smartleaf Asset Management LLC 0.00% Reduce -76.8% 109 $5K
Cape Investment Advisory, Inc. 0.00% Add +1.0% 104 $5K
Global Retirement Partners, LLC 0.00% — 102 $5K
Brown Brothers Harriman & Co. 0.00% New 102 $5K
Bell Investment Advisors, Inc 0.00% Reduce -9.6% 85 $4K
Clearstead Advisors, LLC 0.00% Add +73.5% 85 $4K
MAI Capital Management 0.00% New 81 $4K
Farmers & Merchants Investments Inc. 0.00% Add +13.2% 77 $3K
Caitong International Asset Management Co., Ltd 0.00% Reduce -76.4% 76 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 75 $3K
JFS Wealth Advisors, LLC 0.00% Reduce -9.9% 73 $3K
Smithfield Trust Co 0.00% No change 85 $3K
City State Bank 0.00% No change 64 $3K
Essential Partners LLC 0.00% — 60 $3K
Financial Network Wealth Advisors LLC 0.00% No change 48 $2K
Assetmark, Inc. 0.00% Add +650.0% 45 $2K
Headlands Technologies LLC 0.00% New 42 $2K
Fortitude Family Office, LLC 0.00% New 38 $2K
Larson Financial Group LLC 0.00% Reduce -37.5% 35 $2K
YANKCOM Partnership 0.00% New 33 $1K
Creative Financial Designs Inc. 0.00% Add +107.7% 27 $1K
Rialto Wealth Management, LLC 0.00% New 25 $1K
Physician Wealth Advisors, Inc. 0.00% New 25 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +10.0% 22 $987
Binnacle Investments Inc 0.00% New 13 $583
NewSquare Capital LLC 0.00% Add +18.2% 13 $583
SJS Investment Consulting Inc. 0.00% Reduce -45.0% 11 $494
Twin Peaks Wealth Advisors, LLC 0.00% New 10 $476
Raleigh Capital Management Inc. 0.00% New 10 $436
Parkworth Wealth Management, Inc. 0.00% Add +200.0% 9 $403
Cornerstone Planning Group LLC 0.00% New 8 $373
HFM Investment Advisors, LLC 0.00% Add +166.7% 8 $359
S&T Bank 0.00% New 7 $314
SouthState Bank Corp 0.00% No change 5 $225
Bay Harbor Wealth Management, LLC 0.00% No change 4 $181
True Wealth Design, LLC 0.00% Add +200.0% 3 $135
LGT Financial Advisors LLC 0.00% New 2 $90
Avion Wealth 0.00% New 11 $0

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