New Jersey ResourcesNJR

13F holders, Q2 2026 (June 30)
459holders +20
60new positions
42sold out
4famous investors
$56.09avg. 13F price*

At the end of Q2 2026, 459 institutions reported holding New Jersey Resources Corp. (NJR) in their 13F filings, up 20 from Q1 2026. 60 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Portfolio Management LLC ($355.4M) and State Street Corp. ($306.1M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
New Jersey Resources Corp.
CUSIP
646025106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 334Q1 2024Q2 2024: 332Q2 2024Q3 2024: 362Q3 2024Q4 2024: 393Q4 2024Q1 2025: 401Q1 2025Q2 2025: 396Q2 2025Q3 2025: 409Q3 2025Q4 2025: 415Q4 2025Q1 2026: 439Q1 2026Q2 2026: 459Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions60$60.7M
Exits42$82.8M

All 13F filers, Q1 2026 → Q2 2026: 6,755,019 shares bought and 3,397,937 shares sold, net +3,357,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 459 holders

BlackRock, Inc. 0.01% Add +3.5% 17,993,218 $1.0B
Vanguard Portfolio Management LLC 0.02% Add +8.0% 6,342,251 $355.4M
State Street Corp. 0.01% Add +6.8% 5,418,885 $306.1M
Vanguard Capital Management LLC 0.01% Add +0.9% 4,542,869 $254.6M
Dimensional Fund Advisors LP 0.04% Add +4.2% 4,313,917 $241.8M
Geode Capital Management, LLC 0.01% Add +18.9% 3,094,446 $173.4M
Wells Fargo & Company 0.02% Reduce -5.1% 2,343,079 $131.3M
AQR Capital Management 0.04% Add +62.1% 1,887,829 $105.8M
Morgan Stanley 0.01% Add +30.2% 1,699,371 $95.2M
Neuberger Berman Group LLC 0.06% Add +6.5% 1,611,450 $90.4M
Energy Income Partners, LLC 1.24% Reduce -1.0% 1,402,434 $78.6M
Northern Trust Corp. 0.01% Add +4.5% 1,352,798 $75.8M
Norges Bank 0.01% — 1,251,671 $70.1M
Charles Schwab Investment Management Inc. 0.01% Add +0.4% 1,200,806 $67.3M
Nomura Asset Management International Inc. 0.09% Reduce -0.8% 1,101,347 $61.7M
JPMorgan Chase & Co. 0.00% Add +65.7% 1,062,877 $60.8M
Bank of New York Mellon Corp 0.01% Reduce -3.1% 1,030,009 $57.7M
Victory Capital Management Inc. 0.03% Add +36.0% 854,608 $47.9M
FMR LLC 0.00% Add +6.0% 846,227 $47.4M
Royal London Asset Management Ltd. 0.09% Reduce -1.2% 830,283 $46.5M
Bragg Financial Advisors, Inc 1.20% Add +6.6% 803,472 $45.0M
First Trust Advisors LP 0.03% Reduce -13.2% 803,138 $45.0M
Vanguard Fiduciary Trust Co. 0.01% Add +2.8% 672,636 $37.7M
ProShare Advisors LLC 0.05% Reduce -7.0% 625,515 $35.1M
Caisse de depot et placement du Quebec 0.04% New 533,628 $29.9M
UBS Group AG 0.00% Add +2.0% 471,597 $26.4M
Invesco Ltd. 0.00% Reduce -10.6% 454,440 $25.5M
Goldman Sachs Group Inc. 0.00% Reduce -24.9% 429,424 $24.1M
Bank of America Corp. 0.00% Add +7.0% 403,784 $22.6M
Confluence Investment Management LLC 0.34% Reduce -7.0% 387,609 $21.7M
Qube Research & Technologies Ltd 0.02% Reduce -6.9% 386,047 $21.6M
Nuveen, LLC 0.00% Add +8.8% 344,595 $19.3M
Rhumbline Advisers 0.01% Add +2.4% 344,316 $19.3M
Algert Global LLC 0.22% Add +96.3% 326,349 $18.3M
Legal & General Group Plc 0.00% Add +7.2% 313,053 $17.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.8% 308,305 $17.3M
Segall Bryant & Hamill, LLC 0.20% Reduce -3.1% 304,155 $17.0M
Sourcerock Group LLC 0.84% Reduce -17.2% 289,573 $16.2M
Wellington Management Group LLP 0.00% Reduce -3.7% 275,348 $15.4M
Hotchkis & Wiley Capital Management LLC 0.04% Reduce -2.8% 249,202 $14.0M
Principal Financial Group Inc. 0.01% Add +1.6% 230,222 $12.9M
Janney Montgomery Scott LLC 0.02% Reduce -7.9% 228,231 $12.8M
California Public Employees Retirement System 0.01% Reduce -18.0% 225,894 $12.7M
Glenmede Trust Co. NA 0.05% Reduce -8.5% 221,730 $12.4M
Exchange Traded Concepts, LLC 0.06% Reduce -19.5% 209,032 $11.7M
Aptus Capital Advisors, LLC 0.08% Add +0.6% 204,552 $11.5M
Alliancebernstein L.P. 0.00% Add +3.2% 207,363 $11.4M
Swiss National Bank 0.01% Add +1.5% 202,400 $11.3M
Allianz Asset Management GmbH 0.01% Add +23.1% 199,226 $11.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.05% Add +8.1% 193,937 $10.9M
Two Sigma Investments, LP 0.01% Reduce -58.4% 190,414 $10.7M
Clear Harbor Asset Management, LLC 0.64% Add +1.7% 183,872 $10.3M
Stifel Financial Corp. 0.01% Reduce -2.7% 183,864 $10.3M
Mattern Capital Management, LLC 1.14% Reduce -3.0% 174,671 $9.8M
Raymond James Financial Inc. 0.00% Add +8.1% 158,052 $8.9M
SG Americas Securities, LLC 0.01% Add +63.6% 155,322 $8.7M
MetLife Investment Management, LLC 0.04% Add +3.5% 152,063 $8.5M
Ameriprise Financial Inc. 0.00% Add +5.2% 148,870 $8.3M
American Century Companies Inc. 0.00% Reduce -28.7% 147,590 $8.3M
Prudential Financial Inc. 0.01% Add +127.8% 146,755 $8.2M
CANADA LIFE ASSURANCE Co 0.01% Add +3.0% 139,876 $7.8M
Citigroup Inc. 0.00% Add +210.5% 138,481 $7.8M
New York State Teachers Retirement System 0.01% Add +8.7% 133,516 $7.5M
T. Rowe Price Associates Inc. 0.00% Add +17.3% 130,441 $7.3M
ExodusPoint Capital Management, LP 0.07% Add +168.0% 130,064 $7.3M
Deutsche Bank AG 0.00% Reduce -4.6% 129,043 $7.2M
Martingale Asset Management L P 0.17% Add +70.0% 125,036 $7.0M
Benjamin Edwards Inc. 0.06% Reduce -6.5% 120,576 $6.8M
Captrust Financial Advisors 0.01% Add +6.4% 117,768 $6.6M
Capital Fund Management S.A. 0.05% Reduce -19.3% 117,503 $6.6M
Envestnet Asset Management Inc. 0.00% Add +2.3% 117,156 $6.6M
California State Teachers Retirement System 0.01% Add +3.0% 115,899 $6.5M
John G Ullman & Associates Inc. 0.75% Reduce -6.2% 109,960 $6.2M
Hennessy Advisors Inc. 0.20% Add +3.6% 109,934 $6.2M
Retirement Systems of Alabama 0.02% Reduce -15.6% 104,382 $5.8M
Sei Investments Co. 0.01% Add +9.1% 100,601 $5.6M
Maryland State Retirement & Pension System 0.09% Add +5.8% 95,686 $5.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.3% 94,990 $5.3M
Russell Investments Group, Ltd. 0.00% Add +104.1% 93,667 $5.3M
Franklin Resources Inc. 0.00% Reduce -2.9% 92,976 $5.2M
Cerity Partners LLC 0.01% Add +35.2% 92,558 $5.2M
LPL Financial LLC 0.00% Reduce -3.3% 91,023 $5.1M
Peregrine Capital Management LLC 0.16% Reduce -8.0% 89,667 $5.0M
Commonwealth Equity Services, LLC 0.01% Reduce -4.4% 88,646 $5.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +4.3% 82,676 $4.6M
Nisa Investment Advisors, LLC 0.01% Add +3.1% 80,589 $4.6M
Barclays PLC 0.00% Reduce -62.9% 80,807 $4.5M
Susquehanna Portfolio Strategies, LLC 0.07% Add +11.2% 79,045 $4.4M
Thrivent Financial for Lutherans 0.01% Reduce -9.0% 78,158 $4.4M
Vanguard Investments Australia, Ltd. 0.01% Add +7.9% 78,116 $4.4M
LSV Asset Management 0.01% Add +144.7% 76,780 $4.3M
Royal Bank of Canada 0.00% Add +25.8% 72,922 $4.1M
Macquarie Group Ltd. 0.02% Add +0.9% 71,231 $4.0M
Cetera Investment Advisers 0.00% Add +18.7% 68,440 $3.8M
Mariner, LLC 0.00% Add +61.4% 67,481 $3.8M
Alps Advisors Inc. 0.02% Add +3.0% 66,213 $3.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.6% 62,891 $3.7M
Millennium Management 0.00% Add +126.6% 63,839 $3.6M
KLP Kapitalforvaltning As 0.01% Add +39.0% 61,300 $3.5M
Boothbay Fund Management, LLC 0.07% Reduce -21.5% 61,426 $3.4M
HSBC Holdings PLC 0.00% Add +7.3% 60,652 $3.4M
Bridgewater Associates 0.01% New 59,048 $3.3M
Convergence Investment Partners, LLC 0.30% New 56,576 $3.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +5.8% 55,690 $3.1M
BNP Paribas Financial Markets 0.00% Reduce -14.9% 53,970 $3.0M
Advisory Services Network, LLC 0.03% Reduce -1.3% 52,656 $3.0M
Inspire Investing, LLC 0.12% Add +442.6% 52,421 $2.9M
State of Wisconsin Investment Board 0.01% Reduce -2.1% 52,386 $2.9M
State of Tennessee, Department of Treasury 0.01% Reduce -1.8% 51,623 $2.9M
&partners 0.01% Add +76.4% 51,454 $2.9M
Ensign Peak Advisors, Inc 0.00% Add +6024.5% 50,405 $2.8M
XTX Topco Ltd 0.04% New 50,297 $2.8M
Elo Mutual Pension Insurance Co 0.03% Add +75.1% 48,158 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.0% 47,421 $2.7M
Ilex Capital Partners (UK) LLP 0.05% New 47,385 $2.7M
Farmers & Merchants Investments Inc. 0.06% Add +55494.1% 47,255 $2.6M
Jupiter Topco LLC 0.00% — 45,299 $2.5M
Pictet Asset Management Holding SA 0.00% Add +145.2% 44,579 $2.5M
Jane Street Group, LLC 0.00% Reduce -66.4% 44,269 $2.5M
Van Eck Associates Corp. 0.00% Add +9.0% 43,536 $2.4M
Ieq Capital, LLC 0.01% Add +217.2% 43,205 $2.4M
Amalgamated Bank 0.02% Reduce -1.6% 42,903 $2.4M
Bank of Montreal 0.00% Add +2.6% 42,890 $2.4M
Horizon Investments, LLC 0.03% Add +1.6% 42,648 $2.4M
Creative Planning 0.00% Add +63.8% 41,222 $2.3M
PNC Financial Services Group, Inc. 0.00% Reduce -5.2% 40,629 $2.3M
Quantinno Capital Management LP 0.00% Add +71.0% 40,241 $2.3M
Amundi 0.00% Add +159.4% 40,056 $2.2M
Vanguard Global Advisers, LLC 0.00% Reduce -5.4% 38,777 $2.2M
TD Asset Management Inc 0.00% Add +13.7% 37,300 $2.1M
Peapack Gladstone Financial Corp. 0.02% Add +0.4% 37,026 $2.1M
Nicholson Wealth Management Group, LLC 1.21% Reduce -4.7% 36,577 $2.0M
Mutual of America Capital Management LLC 0.02% Reduce -5.6% 36,472 $2.0M
New York State Common Retirement Fund 0.00% Add +11.4% 36,220 $2.0M
Corient Private Wealth LP 0.00% Reduce -37.8% 36,059 $2.0M
Kestra Investment Management, LLC 0.04% Add +107.2% 35,977 $2.0M
Greenwood Capital Associates LLC 0.20% Reduce -0.9% 35,623 $2.0M
L2 Asset Management, LLC 0.20% Reduce -31.1% 33,523 $1.9M
Man Group plc 0.00% Reduce -62.5% 33,666 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -7.9% 32,736 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 32,346 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -24.3% 32,207 $1.8M
Steward Partners Investment Advisory, LLC 0.01% Add +1.1% 30,981 $1.7M
Empirical Asset Management, LLC 0.39% Add +0.4% 30,647 $1.7M
Police & Firemen's Retirement System of New Jersey 0.01% Add +10.1% 30,374 $1.7M
Louisiana State Employees Retirement System 0.02% Add +1.0% 29,500 $1.7M
Mercer Global Advisors Inc. 0.00% Add +72.0% 29,338 $1.6M
South Dakota Investment Council 0.03% Reduce -3.4% 28,758 $1.6M
Jacobi Capital Management LLC 0.08% Reduce -1.0% 28,505 $1.6M
Brevan Howard Capital Management LP 0.02% New 28,183 $1.6M
Ameritas Investment Partners, Inc. 0.04% Add +4.2% 28,159 $1.6M
Arizona State Retirement System 0.01% Add +0.6% 27,826 $1.6M
State Board of Administration of Florida Retirement System 0.00% No change 27,758 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -5.9% 27,750 $1.6M
Mosaic Family Wealth Partners, LLC 0.10% New 27,521 $1.5M
Allstate Corp. 0.02% Add +1.2% 27,307 $1.5M
Fifth Third Bancorp 0.00% Reduce -5.9% 27,108 $1.5M
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -4.6% 26,450 $1.5M
HighTower Advisors, LLC 0.00% Reduce -4.6% 26,354 $1.5M
Intech Investment Management LLC 0.01% Reduce -7.6% 25,885 $1.5M
Osaic Holdings, Inc. 0.00% Add +27.9% 25,680 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -58.8% 25,601 $1.4M
Federation des caisses Desjardins du Quebec 0.00% Add +0.7% 24,965 $1.4M
Trexquant Investment LP 0.01% Reduce -65.3% 24,550 $1.4M
Sciencast Management LP 0.28% New 23,992 $1.3M
State of Michigan Retirement System 0.01% Reduce -2.9% 23,585 $1.3M
Bridgeway Capital Management, LLC 0.02% No change 23,000 $1.3M
Quadrature Capital Ltd 0.01% New 22,839 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.5% 22,701 $1.3M
Alchemi Wealth, LLC 0.57% No change 21,601 $1.2M
Pinnacle Associates Ltd. 0.01% Reduce -0.4% 21,411 $1.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.25% No change 21,000 $1.2M
Oregon Public Employees Retirement Fund 0.01% Add +0.5% 20,829 $1.2M
Jefferies Financial Group Inc. 0.01% New 20,453 $1.1M
Polymer Capital Management (US) LLC 0.17% No change 20,000 $1.1M
United Capital Financial Advisors, LLC 0.01% Reduce -26.0% 19,856 $1.1M
New Mexico Educational Retirement Board 0.03% No change 19,800 $1.1M
Voya Investment Management LLC 0.00% Add +12.5% 19,542 $1.1M
STRS Ohio 0.00% Add +140.7% 19,500 $1.1M
Mirae Asset Global Investments Co., Ltd. 0.00% New 18,718 $1.0M
ICW Investment Advisors LLC 0.37% Reduce -0.4% 18,704 $1.0M
Wedbush Securities Inc. 0.03% Reduce -3.0% 18,371 $1.0M
Legacy Advisors, LLC 0.09% No change 17,873 $1.0M
Commerce Bank 0.00% No change 17,966 $1.0M
Natixis Advisors, LLC 0.00% Add +13.6% 17,892 $1.0M
Shore Point Advisors, LLC 0.33% Add +7.1% 17,099 $958K
denkapparat Operations GmbH 0.31% Add +227.3% 17,024 $954K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Reduce -1.3% 16,970 $951K
Icon Advisers Inc. 0.18% Reduce -15.2% 16,700 $936K
Sanctuary Advisors, LLC 0.00% Add +0.6% 16,195 $908K
Xponance LLC 0.01% Add +4.7% 15,800 $885K
Moody National Bank Trust Division 0.07% No change 15,707 $880K
Inceptionr LLC 0.21% New 15,539 $871K
Capstone Investment Advisors, LLC 0.01% Add +10.4% 15,195 $852K
Vise Technologies, Inc. 0.01% Add +74.8% 14,914 $836K
Teacher Retirement System of Texas 0.00% Add +50.1% 14,909 $836K
Quadrant Capital Group LLC 0.02% Reduce -1.0% 14,809 $830K
Allworth Financial LP 0.00% Add +7.9% 14,805 $830K
Reaves W H & Co. Inc. 0.01% Reduce -0.1% 14,603 $818K
Vanguard Personalized Indexing Management, LLC 0.01% Add +10.6% 14,134 $792K
Massar Capital Management, LP 0.27% New 14,006 $785K
Gabelli Funds LLC 0.01% No change 14,000 $785K
Mackenzie Financial Corp. 0.00% New 13,646 $765K
Invst, LLC 0.07% Reduce -4.0% 13,531 $758K
Cambridge Investment Research Advisors, Inc. 0.00% Add +29.4% 13,430 $753K
State of Alaska, Department of Revenue 0.01% Reduce -1.9% 13,114 $734K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +38.5% 12,727 $713K
Pathstone Holdings, LLC 0.00% Add +23.8% 12,216 $685K
Y-Intercept (Hong Kong) Ltd 0.01% Add +116.4% 11,772 $660K
Arkadios Wealth Advisors 0.01% Reduce -3.5% 11,769 $660K
Spirit of America Management Corp. 0.12% No change 11,650 $653K
Public Employees Retirement Association of Colorado 0.00% Reduce -24.0% 11,513 $645K
Pacer Advisors, Inc. 0.00% Reduce -5.3% 11,267 $631K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -66.0% 10,733 $601K
Smallwood Wealth Investment Management, LLC 0.26% Add +0.1% 10,646 $597K
Lansforsakringar Fondforvaltning AB (publ) 0.00% Reduce -22.6% 10,159 $569K
Bleakley Financial Group, LLC 0.01% New 10,019 $561K
Mirabella Financial Services LLP 0.06% Add +173.7% 9,991 $560K
Equitable Holdings, Inc. 0.00% New 9,843 $552K
Swiss Life Asset Management Ltd 0.00% Add +46.5% 9,799 $549K
Focus Partners Wealth 0.00% Add +28.6% 9,731 $545K
Federated Hermes, Inc. 0.00% Reduce -0.5% 9,679 $542K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 9,662 $541K
Odyssean, LLC 0.09% No change 9,659 $541K
Perigon Wealth Management, LLC 0.01% Add +16.8% 9,653 $541K
Integrated Wealth Concepts LLC 0.00% Reduce -15.2% 9,535 $534K
Allspring Global Investments Holdings, LLC 0.00% Add +9.4% 9,506 $534K
Wealth Quarterback LLC 0.16% Reduce -4.0% 9,482 $531K
AE Wealth Management LLC 0.00% Add +4.6% 9,470 $531K
Summit Global Investments 0.03% No change 9,165 $514K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.19% Add +11.1% 9,146 $513K
Choreo, LLC 0.01% Reduce -0.6% 9,053 $512K
Summit Financial, LLC 0.01% Reduce -1.0% 8,978 $507K
Douglass Winthrop Advisors, LLC 0.01% No change 9,000 $504K
Bedel Financial Consulting, Inc. 0.05% Add +0.3% 8,982 $503K
Strategy Asset Managers LLC 0.07% Reduce -3.1% 8,951 $502K
Fox Run Management, L.L.C. 0.08% New 8,732 $489K
Hantz Financial Services, Inc. 0.01% Add +22.2% 8,714 $488K
Chartist Inc. 0.30% No change 8,480 $475K
Tower Research Capital LLC (TRC) 0.01% Reduce -20.7% 8,349 $468K
Orion Porfolio Solutions, LLC 0.00% Add +16.9% 8,318 $466K
Mgo One Seven LLC 0.01% Add +0.3% 8,241 $462K
NewEdge Advisors, LLC 0.00% Add +118.4% 8,085 $453K
Hilltop Holdings Inc. 0.04% Add +8.2% 8,021 $449K
Groupe la Francaise 0.01% Reduce -7.5% 7,872 $441K
Meeder Advisory Services, Inc. 0.02% Add +0.6% 7,837 $439K
Securian Asset Management, Inc. 0.02% No change 7,433 $436K
Private Advisor Group, LLC 0.00% Reduce -34.1% 7,733 $433K
MAI Capital Management 0.00% Add +84.6% 7,672 $431K
O'shaughnessy Asset Management, LLC 0.00% Reduce -40.5% 7,650 $429K
Sequoia Financial Advisors, LLC 0.00% Add +13.9% 7,640 $428K
Saiph Capital, LLC 0.13% New 7,558 $424K
Agf Management Ltd. 0.00% New 7,508 $421K
CIBC Bancorp USA Inc. 0.00% Add +15.2% 7,493 $420K
C2C Wealth Management, LLC 0.33% No change 7,424 $416K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Reduce -5.7% 7,313 $410K
IFM Investors Pty Ltd 0.00% No change 7,150 $401K
D. E. Shaw & Co. 0.00% Reduce -74.0% 7,150 $401K
Ethic Inc. 0.01% Add +2.8% 7,104 $398K
Kesler, Norman & Wride, LLC 0.06% Reduce -0.3% 6,913 $387K
MidFirst Bank 0.03% No change 6,858 $384K
Ameritas Advisory Services, LLC 0.01% New 6,851 $384K
Bailard, Inc. 0.01% No change 6,700 $375K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 6,700 $375K
Guggenheim Capital LLC 0.00% New 6,653 $373K
Snowden Capital Advisors LLC 0.01% Add +0.9% 6,497 $367K
HB Wealth Management, LLC 0.00% New 6,549 $367K
Fortis Group Advisors, LLC 0.06% Add +0.5% 6,437 $361K
Crossmark Global Holdings, Inc. 0.00% No change 6,340 $355K
Rothschild Investment LLC 0.01% Add +551.5% 6,313 $354K
Sheets Smith Wealth Management 0.04% No change 6,300 $353K
Ingalls & Snyder LLC 0.01% Add +3.1% 6,300 $353K
Ibex Wealth Advisors 0.03% No change 6,275 $352K
DekaBank Deutsche Girozentrale 0.00% No change 6,338 $350K
Boston Family Office LLC 0.02% No change 6,216 $348K
Horizon Investment Services, LLC 0.10% Add +0.5% 6,175 $346K
Merit Financial Group, LLC 0.00% Add +58.7% 6,159 $345K
Keybank National Association 0.00% Add +2.7% 6,032 $338K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 6,013 $337K
Apollon Wealth Management, LLC 0.00% Add +10.0% 5,989 $336K
B. Riley Wealth Advisors, Inc. 0.02% Add +0.8% 5,879 $335K
Citizens Financial Group Inc. 0.00% New 5,877 $332K
Oppenheimer & Co. Inc. 0.00% Add +0.8% 5,618 $315K
Sterling Capital Management LLC 0.01% Reduce -19.0% 5,516 $309K
Mangrove Partners Im, LLC 0.02% New 5,513 $309K
nVerses Capital, LLC 0.47% New 5,481 $307K
Inspire Advisors, LLC 0.02% Reduce -90.7% 5,274 $296K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +24.3% 5,219 $295K
D.A. Davidson & Co. 0.00% Reduce -1.3% 5,255 $295K
Transcend Capital Advisors, LLC 0.02% Add +24.7% 5,203 $292K
Leuthold Group, LLC 0.03% No change 5,178 $290K
Pine Valley Investments Ltd Liability Co 0.01% Add +0.3% 5,130 $287K
Weiss Asset Management LP 0.00% New 5,112 $286K
Hobart Private Capital, LLC 0.05% Reduce -2.0% 5,090 $285K
Aberdeen Wealth Management LLC 0.13% Reduce -20.4% 5,016 $281K
GeoWealth Management, LLC 0.01% New 5,005 $280K
Kennedy Investment Group, Inc. 0.09% Add +0.1% 4,966 $278K
PFG Investments, LLC 0.01% Add +10.9% 4,957 $278K
Faithward Advisors, LLC 0.03% Reduce -75.0% 4,933 $276K
Affinity Capital Advisors, LLC 0.03% No change 4,864 $274K
Stratos Wealth Partners, LTD. 0.00% New 4,871 $273K
Arax Advisory Partners 0.00% Add +1488.2% 4,828 $271K
DNB Asset Management AS 0.00% Reduce -18.4% 4,757 $267K
Kestra Advisory Services, LLC 0.00% Add +4.9% 4,631 $260K
Savant Capital, LLC 0.00% New 4,645 $258K
ZynergyRetirementPlanningLLC 0.14% Add +0.9% 4,542 $255K
GAMMA Investing LLC 0.01% Add +19.6% 4,534 $254K
Valley National Advisers Inc. 0.03% No change 4,488 $252K
National Wealth Management Group, LLC 0.08% Reduce -1.9% 4,451 $249K
Focus Partners Advisor Solutions, LLC 0.00% New 4,425 $248K
Global Retirement Partners, LLC 0.00% — 4,422 $248K
Atria Investments, Inc 0.00% New 4,379 $245K
Sivia Capital Partners, LLC 0.03% New 4,262 $239K
Sovereign Financial Group, Inc. 0.04% No change 4,250 $238K
Oakmont Investment Advisors, Inc. 0.16% New 4,225 $237K
JMN Financial LLC 0.18% New 4,140 $235K
Institute for Wealth Management, LLC. 0.02% Reduce -21.7% 4,156 $233K
Hazlett, Burt & Watson, Inc. 0.06% No change 4,140 $232K
M&T Bank Corp 0.00% Reduce -8.7% 4,135 $232K
Belpointe Asset Management LLC 0.01% Add +1.3% 4,113 $231K
Brighton Jones LLC 0.00% New 4,102 $230K
Empowered Funds, LLC 0.00% No change 4,041 $226K
Panagora Asset Management Inc. 0.00% Reduce -2.9% 4,017 $225K
Profund Advisors LLC 0.01% Add +9.6% 3,993 $224K
Beacon Pointe Advisors, LLC 0.00% Reduce -1.2% 3,969 $222K
Hohimer Wealth Management, LLC 0.02% Add +0.5% 3,904 $219K
Bayforest Capital Ltd 0.20% New 3,830 $215K
Farther Finance Advisors, LLC 0.00% Add +21.7% 3,803 $214K
SBI Securities Co., Ltd. 0.00% Reduce -0.5% 3,813 $214K
Ellevest, Inc. 0.02% Reduce -9.1% 3,764 $209K
Wood Tarver Financial Group, LLC 0.05% No change 3,722 $208K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.1% 3,628 $203K
Lido Advisors, LLC 0.00% Reduce -13.7% 3,565 $202K
Virtus Investment Advisers, LLC 0.05% Add +2.1% 3,562 $200K
Rockefeller Capital Management L.P. 0.00% Reduce -8.3% 3,436 $193K
Jones Financial Companies LLLP 0.00% Add +17.6% 3,114 $179K
KBC Group NV 0.00% No change 2,985 $167K
US Bancorp \de 0.00% Add +2.6% 2,786 $156K
Atwood & Palmer Inc. 0.01% No change 2,680 $150K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -12.5% 2,645 $148K
Summit Securities Group LLC 0.03% New 2,424 $136K
Signaturefd, LLC 0.00% Reduce -2.4% 2,420 $136K
Bullock Wealth Management Group 0.06% Add +0.4% 2,399 $135K
UMB Bank, n.a. 0.00% Reduce -1.1% 2,266 $127K
Huntington National Bank 0.00% Add +3.4% 2,145 $120K
Nykredit A/S 0.00% — 2,131 $119K
Public Employees Retirement System of Ohio 0.00% Add +4.4% 1,622 $91K
Palouse Capital Management, Inc. 0.06% No change 1,618 $91K
International Assets Investment Management, LLC 0.01% No change 1,552 $87K
IFP Advisors, Inc 0.00% Add +7.9% 1,386 $78K
Bessemer Group Inc. 0.00% Add +7.8% 1,389 $77K
Elevation Wealth Partners, LLC 0.02% No change 1,216 $68K
Smartleaf Asset Management LLC 0.00% No change 1,196 $68K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 1,118 $63K
Daiwa Securities Group Inc. 0.00% New 1,110 $62K
Plato Investment Management Ltd 0.00% No change 1,071 $60K
Parallel Advisors, LLC 0.00% Add +1.3% 998 $56K
EverSource Wealth Advisors, LLC 0.00% Reduce -32.0% 946 $53K
Fiduciary Financial Advisors 0.01% New 905 $51K
Halbert Hargrove Global Advisors, LLC 0.00% No change 900 $50K
NFSG Corp 0.01% No change 898 $50K
Roxbury Financial LLC 0.04% Add +72.8% 885 $50K
Heritage Wealth Advisors 0.00% Add +14.3% 800 $45K
Brown, Lisle/Cummings, Inc. 0.01% No change 786 $44K
Crews Bank & Trust 0.01% No change 748 $42K
SJS Investment Consulting Inc. 0.00% Add +4525.0% 740 $41K
Kemnay Advisory Services Inc. 0.01% Reduce -9.7% 727 $41K
Essential Partners LLC 0.02% Add +67.3% 686 $38K
Planning Strategies Inc. 0.02% — 661 $37K
Optiver Holding B.V. 0.00% Add +61.3% 655 $37K
Versant Capital Management, Inc 0.00% No change 645 $36K
Tradewinds Capital Management, LLC 0.01% No change 623 $35K
POM Investment Strategies, LLC 0.04% No change 600 $34K
Medallion Wealth Advisors, LLC 0.01% No change 600 $34K
Harbor Capital Advisors, Inc. 0.00% Reduce -6.1% 586 $33K
Assetmark, Inc. 0.00% Add +97.4% 539 $30K
Princeton Global Asset Management LLC 0.00% Reduce -16.5% 535 $30K
CENTRAL TRUST Co 0.00% Reduce -36.7% 518 $29K
SHP Wealth Management 0.00% No change 470 $26K
Private Wealth Asset Management, LLC 0.00% No change 440 $25K
Nomura Asset Management Co. Ltd. 0.00% Reduce -51.2% 410 $23K
Covestor Ltd 0.01% Add +160.1% 385 $22K
FNY Investment Advisers, LLC 0.01% No change 400 $22K
MassMutual Private Wealth & Trust, FSB 0.00% No change 382 $21K
Godsey & Gibb, Inc. 0.00% No change 351 $20K
Motco 0.00% No change 350 $20K
Parkside Financial Bank & Trust 0.00% Reduce -1.8% 325 $18K
Vision Financial Markets LLC 0.02% No change 320 $18K
WPG Advisers, LLC 0.01% Add +255.8% 306 $17K
PFS Partners, LLC 0.01% No change 300 $17K
Tompkins Financial Corp. 0.00% No change 300 $17K
TIAA Wealth Investment Management LLC 0.00% New 278 $16K
Tokio Marine Asset Management Co. Ltd. 0.00% New 273 $15K
True Wealth Design, LLC 0.00% Add +1094.7% 227 $13K
Quent Capital, LLC 0.00% Add +8.2% 212 $12K
Trust Co. of Vermont 0.00% — 201 $11K
Byrne Asset Management LLC 0.01% No change 200 $11K
Anchor Investment Management, LLC 0.00% No change 200 $11K
USA Financial Formulas 0.00% — 199 $11K
Eurizon Capital SGR S.p.A. 0.00% No change 189 $11K
Colonial Trust Co / SC 0.00% Reduce -20.6% 185 $10K
Clearstead Advisors, LLC 0.00% Add +572.0% 168 $9K
Fortitude Family Office, LLC 0.00% No change 167 $9K
Private Wealth Management Group, LLC 0.00% No change 158 $9K
Redwood Park Advisors LLC 0.01% Add +0.7% 156 $9K
CVA Family Office, LLC 0.00% Add +13.1% 155 $9K
AdvisorNet Financial, Inc 0.00% Add +3.4% 153 $9K
Ancora Advisors LLC 0.00% No change 124 $7K
Harbour Investments, Inc. 0.00% Reduce -2.4% 123 $7K
JFS Wealth Advisors, LLC 0.00% Add +105.1% 121 $7K
WealthCollab, LLC 0.00% No change 121 $7K
Larson Financial Group LLC 0.00% Add +10.7% 114 $6K
Basecamp Wealth Advisors LLC 0.00% Add +626.7% 109 $6K
Caitong International Asset Management Co., Ltd 0.00% New 109 $6K
Keating Financial Advisory Services, Inc. 0.00% Add +0.9% 109 $6K
Cape Investment Advisory, Inc. 0.00% New 108 $6K
Brown Brothers Harriman & Co. 0.00% No change 102 $6K
Bell Investment Advisors, Inc 0.00% Reduce -10.8% 91 $5K
Smithfield Trust Co 0.00% No change 85 $5K
Manchester Capital Management LLC 0.00% No change 89 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 75 $4K
GW&K Investment Management, LLC 0.00% New 64 $4K
Silver Grove Financial Group, Inc. 0.00% New 69 $4K
Physician Wealth Advisors, Inc. 0.00% No change 55 $3K
Wealth Enhancement Trust Services, Inc. 0.00% New 45 $3K
Dunhill Financial, LLC 0.00% No change 43 $2K
Transamerica Financial Advisors, LLC 0.00% Add +50.0% 42 $2K
Rialto Wealth Management, LLC 0.00% Add +8.3% 39 $2K
S&T Bank 0.00% Add +375.0% 38 $2K
Torren Management, LLC 0.00% No change 33 $2K
Creative Capital Management Investments LLC 0.00% New 32 $2K
Financial Consulate, Inc. 0.00% No change 29 $2K
TD Private Client Wealth LLC 0.00% Add +440.0% 27 $2K
Kilter Group LLC 0.00% Reduce -63.4% 26 $1K
Sankala Group LLC 0.00% No change 23 $1K
Bay Harbor Wealth Management, LLC 0.00% Add +16.7% 21 $1K
City State Bank 0.00% No change 20 $1K
Rossby Financial, LCC 0.00% New 20 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 20 $1K
Cornerstone Planning Group LLC 0.00% No change 17 $1K
Bare Financial Services, Inc 0.00% No change 15 $841
HFM Investment Advisors, LLC 0.00% Add +55.6% 14 $785
Measured Wealth Private Client Group, LLC 0.00% No change 14 $785
Fulcrum Asset Management LLP 0.00% New 12 $683
Cullen/Frost Bankers, Inc. 0.00% Reduce -83.3% 11 $611
Kingdom Financial Group LLC. 0.00% Reduce -77.5% 9 $482
LRI Investments, LLC 0.00% New 7 $392
Activest Wealth Management 0.00% New 6 $336
Owl Creek Wealth Partners LLC 0.00% No change 5 $281
Hughes Financial Services, LLC 0.00% Add +66.7% 5 $280
Strive Financial Group ,LLC 0.00% New 4 $224
Buck Wealth Strategies, LLC 0.00% New 4 $224
DecisionPoint Financial, LLC 0.00% New 3 $169
Sachetta, LLC 0.00% New 2 $113
Raffa Wealth Management, LLC 0.00% Reduce -33.3% 2 $112
Ameriflex Group, Inc. 0.00% New 2 $112
Maryland Capital Advisors Inc. 0.00% — 1 $57
Capital Advisors, Ltd. LLC 0.00% No change 2 $0
Navigoe, LLC 0.00% New 8 $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.