New Jersey ResourcesNJR
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $38.1M |
| Exits | 30 | $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.