New Jersey ResourcesNJR

13F holders, Q1 2026 (March 31)
439holders +24
57new positions
30sold out
4famous investors
$54.95avg. 13F price*

At the end of Q1 2026, 439 institutions reported holding New Jersey Resources Corp. (NJR) in their 13F filings, up 24 from Q4 2025. 57 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($954.6M), Vanguard Portfolio Management LLC ($322.5M) and State Street Corp. ($281.0M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions57$38.1M
Exits30$21.0M

All 13F filers, Q4 2025 → Q1 2026: 3,695,681 shares bought and 3,534,997 shares sold, net +160,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 439 holders

BlackRock, Inc. 0.02% Reduce -2.5% 17,381,839 $954.6M
Vanguard Portfolio Management LLC 0.02% — 5,872,563 $322.5M
State Street Corp. 0.01% Add +3.4% 5,075,348 $281.0M
Vanguard Capital Management LLC 0.01% — 4,502,278 $247.3M
Dimensional Fund Advisors LP 0.05% Add +5.3% 4,141,330 $227.4M
Geode Capital Management, LLC 0.01% Reduce -1.1% 2,601,503 $142.9M
Wells Fargo & Company 0.03% Reduce -8.0% 2,468,590 $135.6M
Neuberger Berman Group LLC 0.06% Add +2.1% 1,513,779 $83.2M
Energy Income Partners, LLC 1.25% Reduce -23.3% 1,416,001 $77.8M
Morgan Stanley 0.00% Add +1.7% 1,304,891 $71.7M
Northern Trust Corp. 0.01% Add +3.7% 1,295,007 $71.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.2% 1,195,884 $65.7M
AQR Capital Management 0.03% Add +47.8% 1,164,415 $63.9M
Nomura Asset Management International Inc. 0.10% Add +41.3% 1,110,752 $61.0M
Bank of New York Mellon Corp 0.01% Reduce -1.6% 1,063,084 $58.4M
First Trust Advisors LP 0.04% Reduce -13.2% 925,204 $50.8M
Royal London Asset Management Ltd. 0.10% Add +3.2% 840,152 $46.6M
FMR LLC 0.00% Reduce -1.6% 798,531 $43.9M
Bragg Financial Advisors, Inc 1.31% Add +1.2% 753,433 $41.4M
ProShare Advisors LLC 0.05% Reduce -22.8% 672,852 $37.0M
Massachusetts Financial Services Co. 0.01% Reduce -5.0% 655,430 $36.0M
Vanguard Fiduciary Trust Co. 0.01% — 654,587 $35.9M
JPMorgan Chase & Co. 0.00% Add +6.5% 641,335 $35.6M
Victory Capital Management Inc. 0.02% Add +3.0% 628,309 $34.5M
Goldman Sachs Group Inc. 0.00% Reduce -10.6% 571,475 $31.4M
Invesco Ltd. 0.00% Reduce -2.2% 508,498 $27.9M
UBS Group AG 0.00% Reduce -12.7% 462,130 $25.4M
Two Sigma Investments, LP 0.02% Reduce -3.9% 457,471 $25.1M
Confluence Investment Management LLC 0.36% Reduce -5.0% 416,958 $22.9M
Qube Research & Technologies Ltd 0.03% Reduce -40.3% 414,814 $22.8M
Bank of America Corp. 0.00% Add +37.4% 377,377 $20.7M
Sourcerock Group LLC 0.81% Add +84.1% 349,872 $19.2M
Rhumbline Advisers 0.02% Add +2.2% 336,110 $18.5M
Nuveen, LLC 0.00% Reduce -5.2% 316,761 $17.4M
Segall Bryant & Hamill, LLC 0.25% Reduce -23.2% 313,895 $17.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +18.8% 302,964 $16.6M
Legal & General Group Plc 0.00% Add +77.3% 291,911 $16.0M
Wellington Management Group LLP 0.00% Reduce -4.8% 286,003 $15.7M
California Public Employees Retirement System 0.01% Reduce -5.2% 275,561 $15.1M
Exchange Traded Concepts, LLC 0.11% Add +9.2% 259,618 $14.3M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -6.7% 256,372 $14.1M
Janney Montgomery Scott LLC 0.03% Reduce -2.4% 247,803 $13.6M
Glenmede Trust Co. NA 0.07% Reduce -11.7% 242,407 $13.3M
Principal Financial Group Inc. 0.01% Add +4.1% 226,635 $12.4M
Barclays PLC 0.00% Reduce -9.7% 217,534 $11.9M
American Century Companies Inc. 0.01% Add +27.5% 206,895 $11.4M
Aptus Capital Advisors, LLC 0.09% Add +1.0% 203,311 $11.2M
Swiss National Bank 0.01% Add +0.7% 199,400 $11.0M
Stifel Financial Corp. 0.01% Reduce -0.6% 188,962 $10.4M
Clear Harbor Asset Management, LLC 0.69% Add +0.9% 180,741 $9.9M
Mattern Capital Management, LLC 1.18% Reduce -0.7% 180,016 $9.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +613.8% 179,425 $9.9M
Alliancebernstein L.P. 0.00% Add +4.3% 200,984 $9.3M
Algert Global LLC 0.14% No change 166,239 $9.1M
Allianz Asset Management GmbH 0.01% Add +8.2% 161,818 $8.9M
MetLife Investment Management, LLC 0.04% Add +15.6% 146,926 $8.1M
Raymond James Financial Inc. 0.00% Add +34.3% 146,282 $8.0M
Capital Fund Management S.A. 0.07% Add +26.5% 145,666 $8.0M
Ameriprise Financial Inc. 0.00% Reduce -4.9% 141,490 $7.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.3% 135,847 $7.5M
Deutsche Bank AG 0.00% Add +5.8% 135,213 $7.4M
HRT Financial LP 0.02% New 134,439 $7.4M
Jane Street Group, LLC 0.01% New 131,883 $7.2M
Benjamin Edwards Inc. 0.07% Reduce -3.0% 128,900 $7.1M
Retirement Systems of Alabama 0.02% Add +2.5% 123,630 $6.8M
New York State Teachers Retirement System 0.01% Reduce -2.6% 122,843 $6.7M
John G Ullman & Associates Inc. 0.85% Reduce -2.4% 117,260 $6.4M
Envestnet Asset Management Inc. 0.00% Add +11.5% 114,498 $6.3M
California State Teachers Retirement System 0.01% Add +17.4% 112,540 $6.2M
T. Rowe Price Associates Inc. 0.00% Add +18.1% 111,166 $6.1M
Captrust Financial Advisors 0.01% Add +542.2% 110,703 $6.1M
Hennessy Advisors Inc. 0.21% No change 106,134 $5.8M
Peregrine Capital Management LLC 0.20% Reduce -8.8% 97,466 $5.4M
Franklin Resources Inc. 0.00% Add +3.8% 95,786 $5.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.8% 95,273 $5.2M
SG Americas Securities, LLC 0.01% Reduce -42.8% 94,936 $5.2M
LPL Financial LLC 0.00% Add +8.2% 94,140 $5.2M
Squarepoint Ops LLC 0.01% Add +1244.0% 93,303 $5.1M
Commonwealth Equity Services, LLC 0.01% Reduce -7.9% 92,752 $5.1M
Sei Investments Co. 0.00% Add +8.3% 92,243 $5.1M
Aventail Capital Group, LP 0.24% Add +49.2% 92,234 $5.1M
Maryland State Retirement & Pension System 0.10% Reduce -4.0% 90,460 $5.0M
Man Group plc 0.01% Add +37.8% 89,823 $4.9M
Castellan Group 0.67% Add +10.6% 88,321 $4.9M
Thrivent Financial for Lutherans 0.01% Add +0.1% 85,918 $4.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 79,231 $4.4M
Nisa Investment Advisors, LLC 0.02% Add +0.1% 78,142 $4.3M
Boothbay Fund Management, LLC 0.10% Add +76.8% 78,264 $4.3M
Martingale Asset Management L P 0.10% Add +16.1% 73,555 $4.0M
Vanguard Investments Australia, Ltd. 0.01% — 72,397 $4.0M
Susquehanna Portfolio Strategies, LLC 0.06% Add +69.0% 71,098 $3.9M
Trexquant Investment LP 0.03% Reduce -44.8% 70,751 $3.9M
Macquarie Group Ltd. 0.02% New 70,587 $3.9M
Cerity Partners LLC 0.01% Add +206.2% 68,440 $3.8M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Add +112.0% 66,487 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -17.3% 64,542 $3.6M
Prudential Financial Inc. 0.00% Add +709.7% 64,415 $3.5M
Alps Advisors Inc. 0.02% Reduce -4.6% 64,264 $3.5M
BNP Paribas Financial Markets 0.00% Add +73.2% 63,424 $3.5M
Citadel Advisors 0.00% Reduce -84.9% 63,280 $3.5M
Susquehanna International Group, LLP 0.00% Add +203.8% 62,144 $3.4M
Adage Capital Partners Gp, L.L.C. 0.01% New 60,000 $3.3M
Royal Bank of Canada 0.00% Reduce -11.3% 57,975 $3.2M
Corient Private Wealth LP 0.00% Reduce -6.3% 57,955 $3.2M
Cetera Investment Advisers 0.00% Add +0.7% 57,676 $3.2M
Inspire Advisors, LLC 0.25% Reduce -21.5% 56,595 $3.1M
HSBC Holdings PLC 0.00% Reduce -41.2% 56,536 $3.1M
State of Wisconsin Investment Board 0.01% Reduce -11.0% 53,512 $2.9M
Advisory Services Network, LLC 0.04% Reduce -2.8% 53,356 $2.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -23.4% 52,615 $2.9M
State of Tennessee, Department of Treasury 0.01% No change 52,552 $2.9M
L2 Asset Management, LLC 0.25% Add +146.1% 48,667 $2.7M
ExodusPoint Capital Management, LP 0.03% Add +74.0% 48,531 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.1% 47,438 $2.6M
Russell Investments Group, Ltd. 0.00% Add +7.3% 45,894 $2.5M
Citigroup Inc. 0.00% Add +10.2% 44,594 $2.4M
KLP Kapitalforvaltning As 0.01% Add +2.8% 44,100 $2.4M
Amalgamated Bank 0.02% Add +3.0% 43,604 $2.4M
Janus Henderson Group PLC 0.00% No change 42,964 $2.4M
PNC Financial Services Group, Inc. 0.00% Reduce -7.9% 42,876 $2.4M
State of New Jersey Common Pension Fund D 0.01% Reduce -8.5% 42,537 $2.3M
Horizon Investments, LLC 0.03% Add +1840.9% 41,982 $2.3M
Mariner, LLC 0.00% Add +34.4% 41,811 $2.3M
World Investment Advisors 0.04% Add +0.2% 41,810 $2.3M
Bank of Montreal 0.00% Add +0.2% 41,801 $2.3M
Vanguard Global Advisers, LLC 0.00% — 40,992 $2.3M
Van Eck Associates Corp. 0.00% Add +3903.0% 39,950 $2.2M
Holocene Advisors, LP 0.01% Reduce -31.9% 39,520 $2.2M
Mutual of America Capital Management LLC 0.02% Reduce -7.6% 38,646 $2.1M
Nicholson Wealth Management Group, LLC 1.23% Add +3.2% 38,387 $2.1M
Fieldview Capital Management, LLC 0.60% Add +40.2% 37,475 $2.1M
Peapack Gladstone Financial Corp. 0.03% Reduce -0.2% 36,882 $2.0M
Greenwood Capital Associates LLC 0.22% Add +8.2% 35,937 $2.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -1.6% 35,529 $2.0M
TD Asset Management Inc 0.00% Reduce -2.4% 32,800 $1.8M
New York State Common Retirement Fund 0.00% No change 32,520 $1.8M
Faithward Advisors, LLC 0.25% Add +308.0% 19,771 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 32,346 $1.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 31,592 $1.7M
LSV Asset Management 0.00% New 31,380 $1.7M
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.2% 30,648 $1.7M
Empirical Asset Management, LLC 0.44% Add +0.3% 30,514 $1.7M
South Dakota Investment Council 0.03% No change 29,758 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -5.0% 29,482 $1.6M
Louisiana State Employees Retirement System 0.03% Add +5.0% 29,200 $1.6M
&partners 0.01% Add +8.4% 29,171 $1.6M
Fifth Third Bancorp 0.00% Add +2097.3% 28,806 $1.6M
Jacobi Capital Management LLC 0.09% Reduce -0.1% 28,794 $1.6M
Millennium Management 0.00% Reduce -37.2% 28,176 $1.5M
Intech Investment Management LLC 0.02% Reduce -53.9% 28,014 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 27,758 $1.5M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -5.1% 27,734 $1.5M
Arizona State Retirement System 0.01% Reduce -1.0% 27,672 $1.5M
HighTower Advisors, LLC 0.00% Add +15.2% 27,628 $1.5M
Police & Firemen's Retirement System of New Jersey 0.01% Add +3.0% 27,585 $1.5M
Elo Mutual Pension Insurance Co 0.02% Add +0.2% 27,506 $1.5M
D. E. Shaw & Co. 0.00% Add +99.0% 27,466 $1.5M
Ameritas Investment Partners, Inc. 0.05% Add +0.6% 27,020 $1.5M
Allstate Corp. 0.02% New 26,978 $1.5M
United Capital Financial Advisors, LLC 0.01% Add +78.8% 26,834 $1.5M
Creative Planning 0.00% Reduce -16.4% 25,173 $1.4M
Federation des caisses Desjardins du Quebec 0.00% Add +26.4% 24,803 $1.4M
State of Michigan Retirement System 0.01% Add +2.1% 24,285 $1.3M
Quantinno Capital Management LP 0.00% Add +49.2% 23,529 $1.3M
Bridgeway Capital Management, LLC 0.03% Reduce -26.1% 23,000 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.5% 22,592 $1.2M
Alchemi Wealth, LLC 0.66% Add +0.4% 21,601 $1.2M
Pinnacle Associates Ltd. 0.02% Add +2.2% 21,505 $1.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.27% No change 21,000 $1.2M
Oregon Public Employees Retirement Fund 0.01% Add +3.5% 20,729 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -29.0% 20,079 $1.1M
Polymer Capital Management (US) LLC 0.16% Reduce -42.9% 20,000 $1.1M
New Mexico Educational Retirement Board 0.03% No change 19,800 $1.1M
Icon Advisers Inc. 0.25% No change 19,700 $1.1M
Cwm, LLC 0.00% Add +102.3% 19,636 $1.1M
Wedbush Securities Inc. 0.03% Add +0.7% 18,940 $1.0M
ICW Investment Advisors LLC 0.37% Reduce -0.1% 18,780 $1.0M
Pictet Asset Management Holding SA 0.00% Add +6.4% 18,184 $999K
Legacy Advisors, LLC 0.12% No change 17,873 $990K
Commerce Bank 0.00% New 17,966 $987K
Kestra Investment Management, LLC 0.02% Reduce -20.9% 17,368 $958K
Voya Investment Management LLC 0.00% Reduce -2.4% 17,365 $954K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +2.1% 17,189 $944K
Occudo Quantitative Strategies LP 0.05% New 16,707 $941K
Mercer Global Advisors Inc. 0.00% Add +36.6% 17,057 $937K
Sanctuary Advisors, LLC 0.00% Add +4.8% 16,104 $884K
Shore Point Advisors, LLC 0.35% Reduce -0.9% 15,965 $877K
Natixis Advisors, LLC 0.00% Add +24.3% 15,747 $865K
Moody National Bank Trust Division 0.08% No change 15,707 $863K
Amundi 0.00% Add +34.6% 15,439 $848K
Public Employees Retirement Association of Colorado 0.00% Add +420.3% 15,146 $832K
Xponance LLC 0.01% Add +17.0% 15,085 $828K
Quadrant Capital Group LLC 0.02% Add +10.3% 14,962 $822K
Reaves W H & Co. Inc. 0.01% Add +1.4% 14,615 $803K
Invst, LLC 0.09% New 14,090 $774K
Gabelli Funds LLC 0.01% No change 14,000 $769K
Capstone Investment Advisors, LLC 0.01% New 13,757 $756K
Allworth Financial LP 0.00% Reduce -1.3% 13,724 $754K
Ieq Capital, LLC 0.00% New 13,620 $748K
State of Alaska, Department of Revenue 0.01% Add +0.9% 13,371 $734K
iSAM Funds (UK) Ltd 0.36% Add +32.6% 13,173 $723K
Lansforsakringar Fondforvaltning AB (publ) 0.00% Reduce -28.1% 13,126 $721K
O'shaughnessy Asset Management, LLC 0.00% Add +110.3% 12,846 $706K
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.0% 12,782 $702K
Schonfeld Strategic Advisors LLC 0.01% Reduce -40.7% 12,775 $702K
Arkadios Wealth Advisors 0.01% Reduce -13.5% 12,189 $669K
Pacer Advisors, Inc. 0.00% Reduce -1.0% 11,894 $653K
Private Advisor Group, LLC 0.00% Reduce -12.2% 11,730 $644K
Spirit of America Management Corp. 0.13% No change 11,650 $640K
Integrated Wealth Concepts LLC 0.00% New 11,239 $617K
Aigen Investment Management, LP 0.15% Add +2.4% 10,951 $601K
SummitTX Capital, L.P. 0.02% New 10,840 $595K
Smallwood Wealth Investment Management, LLC 0.31% Add +0.2% 10,632 $584K
Tower Research Capital LLC (TRC) 0.01% Add +122.2% 10,531 $578K
Cambridge Investment Research Advisors, Inc. 0.00% Add +108.6% 10,377 $570K
Aquatic Capital Management LLC 0.02% New 9,958 $547K
Teacher Retirement System of Texas 0.00% Reduce -4.6% 9,931 $545K
Wealth Quarterback LLC 0.21% Add +1.0% 9,878 $542K
Pathstone Holdings, LLC 0.00% Add +1.7% 9,870 $542K
Federated Hermes, Inc. 0.00% Add +60.5% 9,725 $534K
Inspire Investing, LLC 0.03% Reduce -33.0% 9,661 $531K
Odyssean, LLC 0.19% New 9,659 $530K
Abacus Wealth Partners, LLC 0.05% Add +13.4% 9,427 $518K
Strategy Asset Managers LLC 0.08% Add +0.3% 9,234 $507K
Choreo, LLC 0.01% Add +2.4% 9,109 $505K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -9.3% 9,186 $504K
Summit Global Investments 0.03% Reduce -2.6% 9,165 $503K
Summit Financial, LLC 0.01% Add +16.9% 9,065 $502K
Brooklyn Investment Group 0.02% Add +73.4% 9,090 $499K
AE Wealth Management LLC 0.00% Add +7.0% 9,051 $497K
Douglass Winthrop Advisors, LLC 0.01% No change 9,000 $494K
Bedel Financial Consulting, Inc. 0.06% Add +0.3% 8,959 $492K
Allspring Global Investments Holdings, LLC 0.00% Add +19.4% 8,687 $478K
Groupe la Francaise 0.01% Add +5.2% 8,506 $467K
Chartist Inc. 0.33% No change 8,480 $466K
Perigon Wealth Management, LLC 0.01% Reduce -7.2% 8,267 $454K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.19% Reduce -23.9% 8,230 $452K
Mgo One Seven LLC 0.01% Reduce -11.8% 8,217 $451K
STRS Ohio 0.00% Add +24.6% 8,100 $445K
Meeder Advisory Services, Inc. 0.02% Add +18.4% 7,794 $428K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 7,756 $426K
Focus Partners Wealth 0.00% New 7,567 $416K
Randall & Associates Wealth Management 0.28% New 7,450 $409K
Securian Asset Management, Inc. 0.02% Add +1.9% 7,433 $408K
C2C Wealth Management, LLC 0.34% No change 7,424 $408K
Hilltop Holdings Inc. 0.04% Add +13.3% 7,416 $407K
Vise Technologies, Inc. 0.01% No change 8,532 $393K
IFM Investors Pty Ltd 0.00% New 7,150 $393K
Hantz Financial Services, Inc. 0.01% Add +17.2% 7,132 $392K
Orion Porfolio Solutions, LLC 0.00% Reduce -6.5% 7,116 $391K
Kesler, Norman & Wride, LLC 0.07% Reduce -0.0% 6,937 $381K
Ethic Inc. 0.01% Reduce -4.7% 6,912 $380K
MidFirst Bank 0.03% Reduce -5.0% 6,858 $377K
Sterling Capital Management LLC 0.01% Add +16.7% 6,813 $374K
Sequoia Financial Advisors, LLC 0.00% Add +21.7% 6,708 $368K
Bailard, Inc. 0.01% Reduce -18.3% 6,700 $368K
Swiss Life Asset Management Ltd 0.00% Add +36.5% 6,690 $367K
Fortis Group Advisors, LLC 0.06% Add +0.1% 6,406 $361K
CIBC Bancorp USA Inc. 0.00% — 6,507 $357K
DekaBank Deutsche Girozentrale 0.00% No change 6,338 $357K
Snowden Capital Advisors LLC 0.01% Add +0.3% 6,439 $357K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.9% 6,340 $348K
Aberdeen Wealth Management LLC 0.16% No change 6,301 $346K
Sheets Smith Wealth Management 0.04% No change 6,300 $346K
Ibex Wealth Advisors 0.03% New 6,275 $345K
Boston Family Office LLC 0.02% No change 6,216 $341K
Horizon Investment Services, LLC 0.12% Reduce -6.0% 6,142 $337K
Ingalls & Snyder LLC 0.01% Add +8.8% 6,108 $335K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 6,013 $330K
B. Riley Wealth Advisors, Inc. 0.02% Add +0.9% 5,835 $324K
Keybank National Association 0.00% Add +2.2% 5,872 $322K
DNB Asset Management AS 0.00% New 5,830 $320K
Freestone Grove Partners LP 0.00% Reduce -33.6% 5,670 $311K
Oppenheimer & Co. Inc. 0.00% Add +1.0% 5,573 $306K
Apollon Wealth Management, LLC 0.00% Reduce -2.3% 5,444 $299K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -81.7% 5,441 $299K
D.A. Davidson & Co. 0.00% New 5,323 $292K
Institute for Wealth Management, LLC. 0.03% Reduce -7.9% 5,307 $291K
DGS Capital Management, LLC 0.05% Add +7.6% 5,227 $287K
denkapparat Operations GmbH 0.12% Reduce -45.4% 5,202 $286K
Hobart Private Capital, LLC 0.06% No change 5,195 $285K
Leuthold Group, LLC 0.03% Reduce -2.9% 5,178 $284K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.3% 5,117 $281K
111 Capital 0.07% New 4,967 $273K
Kennedy Investment Group, Inc. 0.11% New 4,961 $272K
Affinity Capital Advisors, LLC 0.04% Add +7.8% 4,864 $267K
WINTON GROUP Ltd 0.01% New 4,800 $264K
DRW Securities, LLC 0.01% New 4,655 $256K
National Wealth Management Group, LLC 0.09% Reduce -12.1% 4,539 $249K
M&T Bank Corp 0.00% New 4,529 $248K
ZynergyRetirementPlanningLLC 0.15% Add +1.0% 4,503 $247K
Evolve Private Wealth, LLC 0.01% Reduce -11.8% 4,480 $246K
Valley National Advisers Inc. 0.03% No change 4,488 $246K
PFG Investments, LLC 0.01% Add +1.0% 4,468 $245K
Kestra Advisory Services, LLC 0.00% Reduce -11.5% 4,414 $242K
Brady Family Wealth, LLC 0.07% New 4,265 $234K
Sovereign Financial Group, Inc. 0.04% Reduce -11.4% 4,250 $233K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -18.4% 4,200 $231K
Transcend Capital Advisors, LLC 0.02% New 4,171 $229K
Lido Advisors, LLC 0.00% New 4,133 $229K
MAI Capital Management 0.00% Add +8.7% 4,157 $228K
Hazlett, Burt & Watson, Inc. 0.07% No change 4,140 $228K
Ellevest, Inc. 0.03% Reduce -5.4% 4,139 $227K
Panagora Asset Management Inc. 0.00% New 4,137 $227K
Lazard Asset Management LLC 0.00% New 4,118 $226K
Belpointe Asset Management LLC 0.01% New 4,062 $223K
Empowered Funds, LLC 0.00% New 4,041 $222K
Beacon Pointe Advisors, LLC 0.00% New 4,018 $221K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.6% 3,993 $219K
Hohimer Wealth Management, LLC 0.03% Reduce -12.6% 3,886 $213K
Merit Financial Group, LLC 0.00% New 3,881 $213K
SBI Securities Co., Ltd. 0.01% Reduce -0.1% 3,831 $210K
GAMMA Investing LLC 0.01% Add +22.8% 3,792 $208K
Rockefeller Capital Management L.P. 0.00% Add +0.3% 3,746 $206K
Wood Tarver Financial Group, LLC 0.06% New 3,722 $204K
NewEdge Advisors, LLC 0.00% Reduce -69.3% 3,702 $203K
Silvercrest Asset Management Group LLC 0.00% New 3,662 $201K
Mirabella Financial Services LLP 0.02% New 3,650 $200K
Profund Advisors LLC 0.01% New 3,642 $200K
Virtus Investment Advisers, LLC 0.05% Reduce -0.4% 3,489 $192K
Farther Finance Advisors, LLC 0.00% Add +15.2% 3,125 $172K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +35.6% 3,022 $166K
KBC Group NV 0.00% No change 2,985 $164K
Aster Capital Management (DIFC) Ltd 0.05% New 3,285 $161K
US Bancorp \de 0.00% Add +16.1% 2,714 $149K
Los Angeles Capital Management LLC 0.00% Reduce -0.9% 2,689 $148K
Atwood & Palmer Inc. 0.01% No change 2,680 $147K
Jones Financial Companies LLLP 0.00% Add +55.6% 2,648 $145K
Signaturefd, LLC 0.00% Add +27.4% 2,479 $136K
Bullock Wealth Management Group 0.07% Add +1.1% 2,389 $131K
UMB Bank, n.a. 0.00% Add +1.4% 2,292 $126K
Huntington National Bank 0.00% Reduce -6.2% 2,075 $114K
Palouse Capital Management, Inc. 0.06% Reduce -19.6% 1,618 $89K
Public Employees Retirement System of Ohio 0.00% Add +3.4% 1,554 $85K
International Assets Investment Management, LLC 0.01% No change 1,552 $85K
EverSource Wealth Advisors, LLC 0.00% Add +25.2% 1,391 $76K
Bessemer Group Inc. 0.00% Add +68.9% 1,289 $71K
IFP Advisors, Inc 0.00% Reduce -0.5% 1,285 $71K
Elevation Wealth Partners, LLC 0.02% Add +3186.5% 1,216 $67K
Smartleaf Asset Management LLC 0.00% Add +28.2% 1,196 $66K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 1,118 $61K
Plato Investment Management Ltd 0.00% No change 1,071 $59K
Parallel Advisors, LLC 0.00% Add +42.3% 985 $54K
Rothschild Investment LLC 0.00% Add +237.6% 969 $53K
Halbert Hargrove Global Advisors, LLC 0.00% No change 900 $49K
NFSG Corp 0.01% No change 898 $49K
Nomura Asset Management Co. Ltd. 0.00% No change 840 $46K
Ensign Peak Advisors, Inc 0.00% No change 823 $45K
CENTRAL TRUST Co 0.00% Add +172.7% 818 $45K
Kemnay Advisory Services Inc. 0.01% Add +177.6% 805 $44K
Brown, Lisle/Cummings, Inc. 0.01% No change 786 $43K
Crews Bank & Trust 0.01% No change 748 $41K
Heritage Wealth Advisors 0.00% No change 700 $38K
Versant Capital Management, Inc 0.00% No change 645 $35K
Princeton Global Asset Management LLC 0.01% No change 641 $35K
Tradewinds Capital Management, LLC 0.01% No change 623 $34K
Harbor Capital Advisors, Inc. 0.00% Add +23.3% 624 $34K
POM Investment Strategies, LLC 0.04% New 600 $33K
Medallion Wealth Advisors, LLC 0.01% No change 600 $33K
Root Financial Partners, LLC 0.00% Add +56.5% 526 $29K
Roxbury Financial LLC 0.03% Add +0.8% 512 $28K
Asset Dedication, LLC 0.00% No change 492 $27K
SHP Wealth Management 0.00% No change 470 $26K
Private Wealth Asset Management, LLC 0.00% No change 440 $24K
Essential Partners LLC 0.01% Add +6.5% 410 $23K
Optiver Holding B.V. 0.00% Reduce -36.5% 406 $22K
FNY Investment Advisers, LLC 0.01% No change 400 $21K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.4% 382 $21K
Godsey & Gibb, Inc. 0.00% No change 351 $19K
Motco 0.00% No change 350 $19K
Parkside Financial Bank & Trust 0.00% Add +2.8% 331 $18K
Vision Financial Markets LLC 0.02% No change 320 $18K
Arax Advisory Partners 0.00% Add +43.4% 304 $17K
PFS Partners, LLC 0.01% No change 300 $16K
Tompkins Financial Corp. 0.00% No change 300 $16K
Assetmark, Inc. 0.00% Add +88.3% 273 $15K
Colonial Trust Co / SC 0.00% Add +15.9% 233 $13K
USA Financial Formulas 0.00% New 212 $12K
Byrne Asset Management LLC 0.01% Reduce -38.5% 200 $11K
Anchor Investment Management, LLC 0.00% No change 200 $11K
Quent Capital, LLC 0.00% Add +2.1% 196 $11K
Eurizon Capital SGR S.p.A. 0.00% New 189 $11K
Mountain Hill Investment Partners Corp. 0.01% No change 169 $9K
Fortitude Family Office, LLC 0.00% Add +475.9% 167 $9K
Private Wealth Management Group, LLC 0.00% No change 158 $9K
Redwood Park Advisors LLC 0.01% Add +1.3% 155 $8K
AdvisorNet Financial, Inc 0.00% Add +34.5% 148 $8K
Covestor Ltd 0.01% Reduce -39.3% 148 $8K
CVA Family Office, LLC 0.00% New 137 $8K
Sound Income Strategies, LLC 0.00% No change 132 $7K
Harbour Investments, Inc. 0.00% Add +41.6% 126 $7K
Ancora Advisors LLC 0.00% No change 124 $7K
WealthCollab, LLC 0.00% No change 121 $7K
Keating Financial Advisory Services, Inc. 0.00% Add +134.8% 108 $6K
Larson Financial Group LLC 0.00% Add +10.8% 103 $6K
Bell Investment Advisors, Inc 0.00% Add +12.1% 102 $6K
Brown Brothers Harriman & Co. 0.00% No change 102 $6K
Smithfield Trust Co 0.00% No change 85 $5K
Manchester Capital Management LLC 0.00% Reduce -7.3% 89 $5K
WPG Advisers, LLC 0.00% New 86 $5K
Farmers & Merchants Investments Inc. 0.00% Add +3.7% 85 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 75 $4K
Kilter Group LLC 0.00% Add +491.7% 71 $4K
Cullen/Frost Bankers, Inc. 0.00% Reduce -91.8% 66 $4K
JFS Wealth Advisors, LLC 0.00% Reduce -44.3% 59 $3K
Physician Wealth Advisors, Inc. 0.00% No change 55 $3K
Triumph Capital Management 0.00% New 50 $3K
Dunhill Financial, LLC 0.00% Add +2050.0% 43 $2K
Estabrook Capital Management 0.00% New 43 $2K
Lloyd Advisory Services, LLC. 0.00% New 40 $2K
Kingdom Financial Group LLC. 0.00% Reduce -61.2% 40 $2K
Rialto Wealth Management, LLC 0.00% Add +63.6% 36 $2K
Torren Management, LLC 0.00% Reduce -95.6% 33 $2K
Financial Consulate, Inc. 0.00% No change 29 $2K
Transamerica Financial Advisors, LLC 0.00% New 28 $2K
Clearstead Advisors, LLC 0.00% Reduce -91.9% 25 $1K
Sankala Group LLC 0.00% No change 23 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 20 $1K
City State Bank 0.00% Reduce -4.8% 20 $1K
True Wealth Design, LLC 0.00% New 19 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +63.6% 18 $995
Wall Street Financial Group, Inc. 0.00% New 18 $989
Cornerstone Planning Group LLC 0.00% Add +112.5% 17 $952
Twin Peaks Wealth Advisors, LLC 0.00% New 17 $934
SJS Investment Consulting Inc. 0.00% Add +45.5% 16 $879
Bare Financial Services, Inc 0.00% No change 15 $824
Basecamp Wealth Advisors LLC 0.00% No change 15 $824
Measured Wealth Private Client Group, LLC 0.00% No change 14 $769
HFM Investment Advisors, LLC 0.00% Add +28.6% 9 $494
S&T Bank 0.00% No change 8 $439
Vermillion Wealth Management, Inc. 0.00% New 6 $330
Owl Creek Wealth Partners LLC 0.00% — 5 $275
Atlantic Union Bankshares Corp 0.00% New 5 $275
TD Private Client Wealth LLC 0.00% No change 5 $275
Raffa Wealth Management, LLC 0.00% New 3 $165
Hughes Financial Services, LLC 0.00% No change 3 $165
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 2 $110
Curio Wealth, LLC 0.00% New 2 $110
Capital Advisors, Ltd. LLC 0.00% No change 2 $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.