New Jersey ResourcesNJR

13F holders, Q3 2025 (September 30)
409holders +13
58new positions
41sold out
8famous investors
$48.18avg. 13F price*

At the end of Q3 2025, 409 institutions reported holding New Jersey Resources Corp. (NJR) in their 13F filings, up 13 from Q2 2025. 58 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($852.8M), Vanguard Group Inc. ($530.6M) and State Street Corp. ($239.7M). 8 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions58$80.6M
Exits41$27.6M

All 13F filers, Q2 2025 → Q3 2025: 5,104,474 shares bought and 4,512,892 shares sold, net +591,582 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 409 holders

BlackRock, Inc. 0.01% Reduce -2.1% 17,710,390 $852.8M
Vanguard Group Inc. 0.01% Reduce -0.4% 11,019,929 $530.6M
State Street Corp. 0.01% Reduce -4.3% 4,930,980 $239.7M
Dimensional Fund Advisors LP 0.04% Add +3.8% 3,566,321 $171.7M
Wells Fargo & Company 0.03% Add +3.1% 2,732,171 $131.6M
Geode Capital Management, LLC 0.01% Add +2.9% 2,618,925 $126.1M
Neuberger Berman Group LLC 0.05% Reduce -0.8% 1,478,406 $71.2M
Northern Trust Corp. 0.01% Add +1.1% 1,335,344 $64.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.8% 1,233,655 $59.4M
First Trust Advisors LP 0.04% Add +10.7% 1,158,719 $55.8M
Bank of New York Mellon Corp 0.01% Reduce -1.3% 1,134,270 $54.6M
Morgan Stanley 0.00% Reduce -14.8% 1,075,145 $51.8M
Energy Income Partners, LLC 0.88% Add +19.1% 951,527 $45.8M
ProShare Advisors LLC 0.09% Add +10.3% 916,606 $44.1M
Goldman Sachs Group Inc. 0.01% Add +48.0% 843,202 $40.6M
Macquarie Group Ltd. 0.05% Reduce -7.0% 812,696 $39.1M
FMR LLC 0.00% Reduce -8.2% 811,849 $39.1M
Royal London Asset Management Ltd. 0.08% New 788,870 $38.0M
JPMorgan Chase & Co. 0.00% Add +2.5% 687,125 $33.1M
Massachusetts Financial Services Co. 0.01% Reduce -3.5% 677,844 $32.6M
Millennium Management 0.03% Add +895.7% 677,352 $32.6M
Victory Capital Management Inc. 0.02% Add +68.2% 610,166 $29.4M
UBS Group AG 0.01% Reduce -0.9% 602,380 $29.0M
Qube Research & Technologies Ltd 0.04% Reduce -18.4% 595,689 $28.7M
AQR Capital Management 0.02% Add +67.7% 548,739 $26.3M
Bragg Financial Advisors, Inc 0.86% Add +14.2% 538,652 $25.9M
Invesco Ltd. 0.00% Add +4.7% 487,825 $23.5M
Confluence Investment Management LLC 0.29% Reduce -2.0% 423,035 $20.4M
Bank of America Corp. 0.00% Reduce -13.6% 397,645 $19.1M
Two Sigma Investments, LP 0.03% Add +104.0% 392,264 $18.9M
California Public Employees Retirement System 0.01% Reduce -13.7% 362,557 $17.5M
Rhumbline Advisers 0.01% Reduce -0.7% 356,854 $17.2M
Segall Bryant & Hamill, LLC 0.22% Reduce -2.9% 345,139 $16.6M
Nuveen, LLC 0.00% Reduce -29.7% 323,834 $15.6M
Barclays PLC 0.01% Add +26.8% 301,163 $14.5M
Wellington Management Group LLP 0.00% Add +1.4% 297,149 $14.3M
Hotchkis & Wiley Capital Management LLC 0.04% New 277,281 $13.4M
Glenmede Investment Management, LP 0.06% Reduce -2.7% 263,474 $12.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -40.8% 259,081 $12.5M
Exchange Traded Concepts, LLC 0.11% Add +0.1% 240,343 $11.6M
Jane Street Group, LLC 0.01% Add +255.4% 237,857 $11.5M
Principal Financial Group Inc. 0.01% Reduce -1.7% 226,460 $10.9M
Legal & General Group Plc 0.00% Reduce -5.0% 215,662 $10.4M
Janney Montgomery Scott LLC 0.02% Add +1.7% 205,216 $9.9M
Stifel Financial Corp. 0.01% Add +1.5% 200,785 $9.7M
Aptus Capital Advisors, LLC 0.09% Add +14.9% 200,427 $9.7M
Alliancebernstein L.P. 0.00% Reduce -1.7% 199,424 $9.6M
Swiss National Bank 0.01% Add +1.6% 194,500 $9.4M
Clear Harbor Asset Management, LLC 0.62% Reduce -2.0% 182,568 $8.8M
Mattern Capital Management, LLC 0.97% Reduce -0.3% 172,210 $8.3M
Point72 Asset Management 0.02% Reduce -40.6% 171,480 $8.3M
Algert Global LLC 0.13% Reduce -11.9% 166,239 $8.0M
Ameriprise Financial Inc. 0.00% Add +21.6% 155,216 $7.5M
Deutsche Bank AG 0.00% Add +32.0% 150,915 $7.3M
Allianz Asset Management GmbH 0.01% Reduce -0.1% 150,153 $7.2M
Benjamin Edwards Inc. 0.08% Add +4.6% 148,310 $7.1M
American Century Companies Inc. 0.00% Add +1.8% 139,375 $6.7M
CANADA LIFE ASSURANCE Co 0.01% Add +3.8% 138,209 $6.6M
Advisors Preferred, LLC 0.94% Add +147.1% 133,438 $6.4M
MetLife Investment Management, LLC 0.03% Reduce -2.6% 131,656 $6.3M
HSBC Holdings PLC 0.00% Reduce -38.8% 129,891 $6.3M
Voloridge Investment Management, LLC 0.02% Reduce -27.8% 128,751 $6.2M
Meiji Yasuda Asset Management Co Ltd. 0.29% Reduce -1.8% 127,739 $6.2M
New York State Teachers Retirement System 0.01% Add +3.8% 121,999 $5.9M
Retirement Systems of Alabama 0.02% Reduce -1.0% 121,451 $5.8M
John G Ullman & Associates Inc. 0.78% Reduce -1.1% 120,994 $5.8M
Peregrine Capital Management LLC 0.16% New 112,093 $5.4M
Raymond James Financial Inc. 0.00% Add +47.8% 111,692 $5.4M
Hennessy Advisors Inc. 0.18% Reduce -13.0% 110,034 $5.3M
Squarepoint Ops LLC 0.01% Reduce -11.1% 110,017 $5.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.0% 104,447 $5.0M
Trexquant Investment LP 0.05% Reduce -19.1% 104,403 $5.0M
Commonwealth Equity Services, LLC 0.01% Reduce -24.1% 103,806 $5.0M
Capital Fund Management S.A. 0.05% Add +60.2% 103,480 $5.0M
Aventail Capital Group, LP 0.24% No change 103,456 $5.0M
Meritage Portfolio Management 0.31% Reduce -1.4% 95,249 $4.6M
Envestnet Asset Management Inc. 0.00% Reduce -4.2% 93,341 $4.5M
Maryland State Retirement & Pension System 0.09% Add +2.9% 93,115 $4.5M
California State Teachers Retirement System 0.00% Add +7.4% 91,804 $4.4M
Franklin Resources Inc. 0.00% Add +2.3% 91,327 $4.4M
T. Rowe Price Associates Inc. 0.00% Add +5.0% 89,085 $4.3M
LPL Financial LLC 0.00% Add +2.0% 87,273 $4.2M
Sei Investments Co. 0.00% Add +375.4% 84,597 $4.1M
Holocene Advisors, LP 0.01% Add +2.8% 83,429 $4.0M
Zacks Investment Management 0.03% Add +3.2% 80,841 $3.9M
Martingale Asset Management L P 0.10% Add +19.4% 78,931 $3.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +603.6% 81,289 $3.8M
Castellan Group 0.53% New 75,992 $3.7M
Nisa Investment Advisors, LLC 0.01% Reduce -4.6% 75,140 $3.7M
Alps Advisors Inc. 0.02% Add +142.3% 71,836 $3.5M
Elo Mutual Pension Insurance Co 0.06% Add +160.9% 71,568 $3.4M
Thrivent Financial for Lutherans 0.01% Add +200.1% 71,444 $3.4M
Zimmer Partners, LP 0.08% Reduce -10.5% 70,430 $3.4M
Two Sigma Advisers, LP 0.01% Reduce -47.7% 69,700 $3.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +34.5% 65,884 $3.2M
State of Wisconsin Investment Board 0.01% Reduce -0.3% 64,132 $3.1M
Inspire Advisors, LLC 0.29% Add +9.3% 63,817 $3.1M
Cubist Systematic Strategies, LLC 0.04% Reduce -82.1% 62,364 $3.0M
Corient Private Wealth LP 0.00% Add +0.5% 61,682 $3.0M
Royal Bank of Canada 0.00% Reduce -14.5% 61,275 $2.9M
Tudor Investment Corporation 0.02% Reduce -81.2% 58,974 $2.8M
Advisory Services Network, LLC 0.04% Add +2.8% 55,082 $2.7M
State of Tennessee, Department of Treasury 0.01% Add +5.1% 54,802 $2.6M
Citadel Advisors 0.00% Reduce -61.3% 52,450 $2.5M
Prudential Financial Inc. 0.00% Reduce -49.0% 53,286 $2.5M
Schonfeld Strategic Advisors LLC 0.02% Reduce -16.6% 51,854 $2.5M
Jennison Associates LLC 0.00% Add +49.5% 50,916 $2.5M
BNP Paribas Financial Markets 0.00% Add +115.0% 50,709 $2.4M
Intech Investment Management LLC 0.02% Reduce -23.4% 47,389 $2.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 46,971 $2.3M
Bank of Montreal 0.00% Reduce -6.8% 46,889 $2.3M
Mutual of America Capital Management LLC 0.02% Reduce -7.1% 46,392 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +9.2% 45,247 $2.2M
Amalgamated Bank 0.02% Add +0.4% 44,250 $2.1M
Freestone Grove Partners LP 0.02% New 43,493 $2.1M
Renaissance Technologies 0.00% Reduce -86.3% 43,100 $2.1M
Bridgeway Capital Management, LLC 0.04% New 43,000 $2.1M
Janus Henderson Group PLC 0.00% No change 42,964 $2.1M
KLP Kapitalforvaltning As 0.01% Reduce -12.7% 41,800 $2.0M
Russell Investments Group, Ltd. 0.00% Reduce -5.7% 41,628 $2.0M
TD Asset Management Inc 0.00% Reduce -27.8% 41,100 $2.0M
Citigroup Inc. 0.00% Reduce -24.7% 39,921 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +13.1% 38,290 $1.8M
PNC Financial Services Group, Inc. 0.00% Add +1.9% 35,869 $1.7M
Nicholson Wealth Management Group, LLC 0.99% Add +9.4% 35,205 $1.7M
Brevan Howard Capital Management LP 0.02% New 34,693 $1.7M
Hennion & Walsh Asset Management, Inc. 0.06% Reduce -0.1% 32,548 $1.6M
New York State Common Retirement Fund 0.00% No change 32,520 $1.6M
Engineers Gate Manager LP 0.02% Reduce -57.1% 32,493 $1.6M
South Dakota Investment Council 0.03% Reduce -6.9% 32,358 $1.6M
Susquehanna Fundamental Investments, LLC 0.06% Reduce -53.2% 32,344 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 32,346 $1.6M
Heartland Advisors Inc. 0.08% Reduce -57.0% 32,204 $1.6M
Horizon Investments, LLC 0.02% Add +12.2% 31,944 $1.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +6.4% 31,592 $1.5M
Yousif Capital Management, LLC 0.02% Reduce -6.0% 31,590 $1.5M
Comerica Bank 0.01% Reduce -7.1% 31,448 $1.5M
Greenwood Capital Associates LLC 0.17% Add +0.2% 31,088 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.5% 30,838 $1.5M
Empirical Asset Management, LLC 0.40% Add +80.9% 30,246 $1.5M
Arizona State Retirement System 0.01% Add +1.5% 29,701 $1.4M
Creative Planning 0.00% Add +14.4% 29,271 $1.4M
Jacobi Capital Management LLC 0.08% Reduce -0.3% 28,745 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -1.4% 28,730 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -0.7% 28,000 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% Add +21.4% 27,979 $1.3M
State Board of Administration of Florida Retirement System 0.00% No change 27,758 $1.3M
Ameritas Investment Partners, Inc. 0.04% Reduce -8.6% 27,512 $1.3M
Mariner, LLC 0.00% Add +23.7% 27,357 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.0% 25,781 $1.2M
Mackenzie Financial Corp. 0.00% Add +295.4% 25,526 $1.2M
Y-Intercept (Hong Kong) Ltd 0.03% Add +12.9% 24,986 $1.2M
HighTower Advisors, LLC 0.00% Reduce -6.5% 24,508 $1.2M
State of Michigan Retirement System 0.01% Reduce -0.8% 23,885 $1.2M
Pacer Advisors, Inc. 0.00% New 23,583 $1.1M
Cerity Partners LLC 0.00% New 23,438 $1.1M
Aigen Investment Management, LP 0.17% Reduce -32.1% 22,770 $1.1M
FineMark National Bank & Trust 0.04% No change 22,402 $1.1M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.1% 22,391 $1.1M
Man Group plc 0.00% Add +388.6% 22,111 $1.1M
Cetera Investment Advisers 0.00% Add +79.4% 22,044 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.22% No change 21,500 $1.0M
Pinnacle Associates Ltd. 0.01% Reduce -1.8% 21,492 $1.0M
Teacher Retirement System of Texas 0.00% Reduce -20.4% 21,403 $1.0M
AlphaQuest LLC 0.07% Add +857.3% 21,339 $1.0M
Sterling Capital Management LLC 0.02% Add +151.8% 21,321 $1.0M
Kestra Investment Management, LLC 0.03% Reduce -16.1% 20,880 $1.0M
Wealthcare Advisory Partners LLC 0.02% Add +1.0% 20,811 $1.0M
Oregon Public Employees Retirement Fund 0.01% Reduce -1.5% 20,229 $974K
New Mexico Educational Retirement Board 0.03% No change 19,800 $953K
Icon Advisers Inc. 0.21% Reduce -6.2% 19,700 $949K
&partners 0.01% Add +48.7% 19,565 $942K
Peapack Gladstone Financial Corp. 0.01% Add +5.5% 19,504 $939K
ICW Investment Advisors LLC 0.34% Add +0.2% 19,174 $923K
D. E. Shaw & Co. 0.00% Reduce -75.0% 18,935 $912K
Voya Investment Management LLC 0.00% Reduce -33.7% 18,154 $874K
Wedbush Securities Inc. 0.03% Add +5.2% 18,067 $870K
Legacy Advisors, LLC 0.11% — 17,873 $869K
iSAM Funds (UK) Ltd 0.17% New 17,706 $853K
Pictet Asset Management Holding SA 0.00% Reduce -10.9% 17,290 $833K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Reduce -2.2% 17,276 $832K
Captrust Financial Advisors 0.00% Add +9.9% 17,135 $825K
Magnetar Financial LLC 0.01% New 16,669 $803K
L2 Asset Management, LLC 0.11% Reduce -3.3% 16,020 $776K
Shore Point Advisors, LLC 0.34% Add +0.1% 16,095 $775K
Federation des caisses Desjardins du Quebec 0.00% Add +3.4% 15,957 $768K
Sanctuary Advisors, LLC 0.00% Add +4.6% 15,725 $757K
Moody National Bank Trust Division 0.06% No change 15,707 $756K
Arkadios Wealth Advisors 0.02% Add +13.7% 15,376 $740K
United Capital Financial Advisors, LLC 0.01% Reduce -0.0% 15,126 $728K
Reaves W H & Co. Inc. 0.01% No change 15,020 $723K
Cwm, LLC 0.00% Add +196.0% 14,830 $714K
Xponance LLC 0.01% Reduce -3.8% 14,680 $707K
Quadrant Capital Group LLC 0.02% Add +7.7% 14,517 $699K
Graham Capital Management, L.P. 0.04% Reduce -74.0% 14,212 $684K
State of Alaska, Department of Revenue 0.01% Add +24.9% 14,070 $676K
Gabelli Funds LLC 0.00% No change 14,000 $674K
Allworth Financial LP 0.00% Reduce -52.7% 13,858 $667K
Vista Cima Wealth Management LLC 0.55% New 13,815 $665K
Quantinno Capital Management LP 0.00% Add +131.7% 13,403 $645K
denkapparat Operations GmbH 0.41% Add +69.6% 13,256 $638K
NewEdge Advisors, LLC 0.00% Add +2.3% 13,009 $626K
Vanguard Personalized Indexing Management, LLC 0.01% Add +8.0% 12,757 $615K
DRW Securities, LLC 0.03% Reduce -4.4% 12,172 $610K
Inceptionr LLC 0.14% New 11,872 $572K
Integrated Wealth Concepts LLC 0.01% Reduce -6.1% 11,796 $568K
Verition Fund Management LLC 0.00% Reduce -82.5% 11,723 $564K
Ontario Teachers Pension Plan Board 0.01% Add +16.8% 11,269 $543K
Polymer Capital Management (US) LLC 0.07% New 10,825 $521K
CIBC Bancorp USA Inc. 0.00% — 10,777 $519K
Sequoia Financial Advisors, LLC 0.00% New 10,716 $516K
Jefferies Financial Group Inc. 0.00% New 10,661 $513K
Smallwood Wealth Investment Management, LLC 0.26% Add +0.1% 10,599 $510K
Mercer Global Advisors Inc. 0.00% Add +94.1% 10,562 $509K
ARS Investment Partners, LLC 0.03% New 10,342 $498K
Point72 Asia (Singapore) Pte. Ltd. 0.08% Add +62.2% 10,200 $491K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 10,128 $488K
Private Advisor Group, LLC 0.00% Reduce -12.9% 10,090 $486K
Ameritas Advisory Services, LLC 0.03% Add +2700.3% 10,081 $485K
Pathstone Holdings, LLC 0.00% Add +5.7% 10,036 $484K
Federated Hermes, Inc. 0.00% Add +1.8% 9,937 $478K
Ethic Inc. 0.01% Reduce -40.7% 9,879 $476K
Susquehanna International Group, LLP 0.00% Reduce -92.7% 9,826 $473K
Wealth Quarterback LLC 0.18% Add +1.0% 9,682 $466K
Inspire Investing, LLC 0.05% Add +7.2% 9,613 $463K
Kesler, Norman & Wride, LLC 0.09% Add +27.2% 9,827 $458K
Spirit of America Management Corp. 0.09% Add +46.1% 9,500 $457K
Oppenheimer & Co. Inc. 0.01% Reduce -17.1% 9,476 $456K
Summit Global Investments 0.03% Add +0.0% 9,430 $454K
Strategy Asset Managers LLC 0.08% Add +2.0% 9,313 $448K
Mgo One Seven LLC 0.01% New 9,300 $448K
Tower Research Capital LLC (TRC) 0.01% Reduce -25.9% 9,076 $437K
Choreo, LLC 0.01% Reduce -15.9% 8,903 $434K
Douglass Winthrop Advisors, LLC 0.01% No change 9,000 $433K
Versor Investments LP 0.08% New 8,937 $430K
Bedel Financial Consulting, Inc. 0.05% Add +0.3% 8,906 $429K
Groupe la Francaise 0.01% New 8,847 $426K
Capstone Investment Advisors, LLC 0.00% Add +80.2% 8,812 $424K
Jain Global LLC 0.01% New 8,643 $416K
Chartist Inc. 0.28% — 8,480 $408K
Summit Financial, LLC 0.01% Add +1.2% 8,337 $401K
SG Americas Securities, LLC 0.00% Reduce -59.5% 7,943 $382K
Perigon Wealth Management, LLC 0.01% Add +0.0% 7,892 $380K
Arax Advisory Partners 0.01% Add +3201.7% 7,660 $369K
O'shaughnessy Asset Management, LLC 0.00% Reduce -6.2% 7,530 $363K
Securian Asset Management, Inc. 0.01% Reduce -1.2% 7,523 $362K
Meeder Advisory Services, Inc. 0.02% Add +38.5% 7,483 $360K
C2C Wealth Management, LLC 0.31% No change 7,424 $357K
STRS Ohio 0.00% Reduce -24.7% 7,300 $351K
Twinbeech Capital LP 0.01% Reduce -92.9% 7,171 $345K
Hilltop Holdings Inc. 0.02% Add +8.8% 7,044 $339K
Orion Porfolio Solutions, LLC 0.00% Add +2.2% 7,014 $338K
Snowden Capital Advisors LLC 0.01% Add +0.3% 6,763 $329K
Polymer Capital Management (HK) LTD 0.05% New 6,826 $329K
Point72 (DIFC) Ltd 0.02% New 6,719 $324K
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.5% 6,633 $316K
Hantz Financial Services, Inc. 0.00% Add +168.6% 6,477 $312K
Crossmark Global Holdings, Inc. 0.00% Add +0.1% 6,400 $308K
Institute for Wealth Management, LLC. 0.03% Add +32.7% 6,340 $305K
Aberdeen Wealth Management LLC 0.19% No change 6,300 $303K
Sheets Smith Wealth Management 0.03% No change 6,300 $303K
Ibex Wealth Advisors 0.03% No change 6,275 $302K
DekaBank Deutsche Girozentrale 0.00% No change 6,338 $301K
Boston Family Office LLC 0.02% New 6,216 $299K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% New 6,187 $297K
Horizon Investment Services, LLC 0.11% Add +4.7% 6,057 $292K
Ieq Capital, LLC 0.00% New 5,938 $286K
Fortis Group Advisors, LLC 0.05% Reduce -40.7% 6,391 $283K
B. Riley Wealth Advisors, Inc. 0.01% Add +5.5% 5,739 $276K
Keybank National Association 0.00% Reduce -0.1% 5,686 $274K
MAI Capital Management 0.00% Add +6891.4% 5,663 $273K
Ingalls & Snyder LLC 0.01% Reduce -0.5% 5,614 $270K
Apollon Wealth Management, LLC 0.00% Reduce -0.4% 5,582 $269K
Vise Technologies, Inc. 0.01% Add +12.0% 5,534 $266K
Ellevest, Inc. 0.04% Reduce -45.7% 5,530 $266K
XTX Topco Ltd 0.01% Reduce -62.9% 5,503 $265K
Faithward Advisors, LLC 0.04% Add +10.8% 5,425 $261K
Leuthold Group, LLC 0.03% Reduce -92.4% 5,314 $256K
Gotham Asset Management 0.00% Reduce -35.9% 5,166 $249K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -8.7% 5,088 $245K
Tidal Investments LLC 0.00% New 5,023 $242K
Axq Capital, LP 0.09% Reduce -23.7% 5,017 $242K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.0% 4,993 $240K
Sovereign Financial Group, Inc. 0.04% No change 4,795 $231K
R Squared Ltd 0.09% New 4,565 $220K
Valley National Advisers Inc. 0.03% Add +1298.1% 4,488 $216K
Hohimer Wealth Management, LLC 0.03% New 4,452 $214K
Empowered Funds, LLC 0.00% New 4,452 $214K
ZynergyRetirementPlanningLLC 0.13% New 4,414 $213K
Swiss Life Asset Management Ltd 0.00% New 4,402 $212K
PFG Investments, LLC 0.01% New 4,379 $211K
Tiaa Trust, National Association 0.00% New 4,297 $207K
Kestra Advisory Services, LLC 0.00% Reduce -37.2% 4,282 $206K
Brady Family Wealth, LLC 0.06% New 4,265 $205K
Forvis Mazars Wealth Advisors, LLC 0.00% New 4,213 $203K
Panagora Asset Management Inc. 0.00% New 4,198 $202K
Transcend Capital Advisors, LLC 0.01% New 4,183 $201K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.40% Reduce -91.5% 4,180 $201K
Forum Financial Management, LP 0.00% New 4,177 $201K
Capital Asset Advisory Services LLC 0.01% New 4,156 $200K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -17.1% 4,145 $200K
Hazlett, Burt & Watson, Inc. 0.07% No change 4,140 $199K
SBI Securities Co., Ltd. 0.00% Reduce -9.6% 3,777 $182K
Virtus Investment Advisers, LLC 0.05% Reduce -4.3% 3,708 $179K
GAMMA Investing LLC 0.01% Add +55.7% 3,515 $169K
US Bancorp \de 0.00% Add +7.9% 3,127 $151K
KBC Group NV 0.00% No change 2,985 $144K
Covestor Ltd 0.08% Add +1113.2% 2,936 $141K
Public Employees Retirement Association of Colorado 0.00% Reduce -74.6% 2,911 $140K
Aster Capital Management (DIFC) Ltd 0.07% New 2,751 $132K
Atwood & Palmer Inc. 0.01% No change 2,680 $129K
Farther Finance Advisors, LLC 0.00% Add +6.0% 2,555 $123K
Rockefeller Capital Management L.P. 0.00% New 2,508 $121K
Huntington National Bank 0.00% Reduce -8.3% 2,220 $107K
Palouse Capital Management, Inc. 0.07% No change 2,129 $103K
Jones Financial Companies LLLP 0.00% Add +4.2% 2,059 $98K
Point72 Hong Kong Ltd 0.00% Reduce -12.3% 2,017 $97K
Signaturefd, LLC 0.00% Add +7.6% 1,991 $96K
IFP Advisors, Inc 0.00% Add +24.9% 1,878 $90K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +6.7% 1,679 $81K
CIBC Private Wealth Group LLC 0.00% Add +164.9% 1,682 $81K
UMB Bank, n.a. 0.00% Add +19.7% 1,680 $81K
Public Employees Retirement System of Ohio 0.00% No change 1,540 $74K
EverSource Wealth Advisors, LLC 0.00% Add +17.2% 1,410 $68K
CI Investments Inc. 0.00% Reduce -43.1% 1,141 $55K
Fifth Third Bancorp 0.00% Add +5.9% 1,101 $53K
Neo Ivy Capital Management 0.01% New 1,004 $48K
Parallel Advisors, LLC 0.00% Add +56.9% 1,001 $48K
Shell Asset Management Co. 0.00% Reduce -68.2% 988 $48K
Van Eck Associates Corp. 0.00% Reduce -35.6% 968 $47K
Halbert Hargrove Global Advisors, LLC 0.00% No change 900 $43K
Optiver Holding B.V. 0.00% Add +18.4% 899 $43K
NFSG Corp 0.01% No change 898 $43K
Nomura Asset Management Co. Ltd. 0.00% No change 840 $40K
Ensign Peak Advisors, Inc 0.00% Reduce -95.8% 823 $40K
Brown, Lisle/Cummings, Inc. 0.01% No change 786 $38K
Crews Bank & Trust 0.01% No change 748 $36K
Heritage Wealth Advisors 0.00% No change 700 $34K
Cullen/Frost Bankers, Inc. 0.00% Reduce -8.2% 692 $33K
Princeton Global Asset Management LLC 0.01% No change 641 $31K
Tradewinds Capital Management, LLC 0.01% New 623 $30K
Bessemer Group Inc. 0.00% Add +60.0% 613 $29K
Versant Capital Management, Inc 0.00% No change 587 $28K
Measured Wealth Private Client Group, LLC 0.01% New 586 $28K
Cornerstone Planning Group LLC 0.00% Add +5462.5% 445 $25K
Harbor Capital Advisors, Inc. 0.00% Add +8.9% 515 $25K
Roxbury Financial LLC 0.02% Add +0.8% 503 $24K
Essential Partners LLC 0.01% Add +735.0% 501 $24K
PFS Partners, LLC 0.01% No change 500 $24K
Asset Dedication, LLC 0.00% No change 492 $24K
FSA Wealth Management LLC 0.01% Reduce -18.5% 468 $23K
United Community Bank 0.01% New 456 $22K
Private Wealth Asset Management, LLC 0.00% No change 440 $21K
Smartleaf Asset Management LLC 0.00% Add +292.7% 428 $21K
FNY Investment Advisers, LLC 0.01% No change 400 $19K
Rise Advisors, LLC 0.01% Add +1.1% 363 $17K
Godsey & Gibb, Inc. 0.00% No change 351 $17K
Motco 0.00% No change 350 $17K
MassMutual Private Wealth & Trust, FSB 0.00% Add +23.7% 345 $17K
Byrne Asset Management LLC 0.01% No change 325 $16K
Vision Financial Markets LLC 0.01% No change 320 $15K
Tompkins Financial Corp. 0.00% No change 300 $14K
CENTRAL TRUST Co 0.00% New 300 $14K
Root Financial Partners, LLC 0.00% New 286 $14K
Quent Capital, LLC 0.00% New 285 $14K
Meeder Asset Management Inc. 0.00% New 252 $12K
Parkside Financial Bank & Trust 0.00% Add +14.3% 239 $12K
Plato Investment Management Ltd 0.00% No change 219 $10K
Caitong International Asset Management Co., Ltd 0.01% Add +185.5% 217 $10K
Colonial Trust Co / SC 0.00% No change 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 +9.3% 199 $9K
Clearstead Advisors, LLC 0.00% Add +108.2% 177 $9K
Rothschild Investment LLC 0.00% Add +2.9% 175 $8K
Private Wealth Management Group, LLC 0.00% No change 158 $8K
Redwood Park Advisors LLC 0.01% Add +1.3% 152 $7K
Wealthspire Advisors, LLC 0.00% New 151 $7K
Sound Income Strategies, LLC 0.00% No change 132 $6K
Ancora Advisors LLC 0.00% No change 124 $6K
WealthCollab, LLC 0.00% No change 121 $6K
Global Retirement Partners, LLC 0.00% No change 102 $5K
Brown Brothers Harriman & Co. 0.00% No change 102 $5K
Bell Investment Advisors, Inc 0.00% Add +12.9% 96 $5K
Manchester Capital Management LLC 0.00% Reduce -77.4% 88 $4K
Smithfield Trust Co 0.00% No change 85 $4K
Farmers & Merchants Investments Inc. 0.00% Add +6.5% 82 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 75 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -1.4% 72 $3K
Financial Network Wealth Advisors LLC 0.00% No change 48 $2K
Assetmark, Inc. 0.00% No change 45 $2K
Harbour Investments, Inc. 0.00% New 44 $2K
Sachetta, LLC 0.00% New 43 $2K
AdvisorNet Financial, Inc 0.00% New 40 $2K
Larson Financial Group LLC 0.00% No change 35 $2K
Fortitude Family Office, LLC 0.00% Reduce -15.8% 32 $2K
Creative Financial Designs Inc. 0.00% No change 27 $1K
Cloud Capital Management, LLC 0.00% New 22 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -9.1% 20 $946
Rialto Wealth Management, LLC 0.00% Reduce -24.0% 19 $915
Financial Consulate, Inc. 0.00% New 18 $867
Bare Financial Services, Inc 0.00% New 15 $722
SJS Investment Consulting Inc. 0.00% Add +27.3% 14 $675
Binnacle Investments Inc 0.00% No change 13 $626
True Wealth Design, LLC 0.00% Add +133.3% 7 $338
S&T Bank 0.00% No change 7 $337
HFM Investment Advisors, LLC 0.00% Reduce -12.5% 7 $337
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 6 $291
Avion Wealth 0.00% No change 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.