DaveManuel.com · Institutional Ownership · Who Owns It
NEW JERSEY RES CORP (NJR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
463
Reporting holders
$4.5B
Reported value
79.5%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+24
Holder change
Institutions report 80,650,415 shares against 101,467,946 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.0B | 17,993,218 | 0.01% | 8q | +3.5%+$34.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $355.4M | 6,342,251 | 0.02% | 2q | +8.0%+$26.3M |
| STATE STREET CORP | $306.1M | 5,418,885 | 0.01% | 31q | +6.8%+$19.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $254.6M | 4,542,869 | 0.01% | 2q | +0.9%+$2.3M |
| DIMENSIONAL FUND ADVISORS LP | $241.8M | 4,313,917 | 0.04% | 31q | +4.2%+$9.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $173.4M | 3,094,446 | 0.01% | 31q | +18.9%+$27.6M |
| WELLS FARGO & COMPANY/MN | $131.3M | 2,343,079 | 0.02% | 31q | -5.1%-$7.0M |
| AQR CAPITAL MANAGEMENT LLC | $105.8M | 1,887,829 | 0.04% | 21q | +62.1%+$40.5M |
| MORGAN STANLEY | $95.2M | 1,699,371 | 0.01% | 35q | +30.2%+$22.1M |
| NEUBERGER BERMAN GROUP LLC | $90.4M | 1,611,450 | 0.06% | 13q | +6.5%+$5.5M |
| Energy Income Partners, LLC | $78.6M | 1,402,434 | 1.24% | 31q | -1.0%-$760.3K |
| NORTHERN TRUST CORP | $75.8M | 1,352,798 | 0.01% | 31q | +4.5%+$3.2M |
| NORGES BANK | $70.1M | 1,251,671 | 0.01% | 32q | -3.9%-$2.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $67.3M | 1,200,806 | 0.01% | 31q | HELD |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $61.7M | 1,101,347 | 0.09% | 3q | -0.8%-$527.1K |
| JPMORGAN CHASE & CO | $60.8M | 1,062,877 | 0.00% | 31q | +65.7%+$24.1M |
| Bank of New York Mellon Corp | $57.7M | 1,030,009 | 0.01% | 31q | -3.1%-$1.9M |
| VICTORY CAPITAL MANAGEMENT INC | $47.9M | 854,608 | 0.03% | 31q | +36.0%+$12.7M |
| FMR LLC | $47.4M | 846,227 | 0.00% | 31q | +6.0%+$2.7M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $46.5M | 830,283 | 0.09% | 4q | -1.2%-$553.1K |
| Bragg Financial Advisors, Inc | $45.0M | 803,472 | 1.20% | 31q | +6.6%+$2.8M |
| FIRST TRUST ADVISORS LP | $45.0M | 803,138 | 0.03% | 31q | -13.2%-$6.8M |
| VANGUARD FIDUCIARY TRUST CO | $37.7M | 672,636 | 0.01% | 2q | +2.8%+$1.0M |
| ProShare Advisors LLC | $35.1M | 625,515 | 0.05% | 31q | -7.0%-$2.7M |
| Caisse de depot et placement du Quebec | $29.9M | 533,628 | 0.04% | new | NEW |
| UBS Group AG | $26.4M | 471,597 | 0.00% | 31q | +2.0%+$530.5K |
| Invesco Ltd. | $25.5M | 454,440 | 0.00% | 31q | -10.6%-$3.0M |
| GOLDMAN SACHS GROUP INC | $24.1M | 429,424 | 0.00% | 31q | -24.9%-$8.0M |
| BANK OF AMERICA CORP /DE/ | $22.6M | 403,784 | 0.00% | 31q | +7.0%+$1.5M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $21.7M | 387,609 | 0.34% | 31q | -7.0%-$1.6M |
| Qube Research & Technologies Ltd | $21.6M | 386,047 | 0.02% | 13q | -6.9%-$1.6M |
| Nuveen, LLC | $19.3M | 344,595 | 0.00% | 6q | +8.8%+$1.6M |
| RHUMBLINE ADVISERS | $19.3M | 344,316 | 0.01% | 31q | +2.4%+$459.9K |
| ALGERT GLOBAL LLC | $18.3M | 326,349 | 0.22% | 10q | +96.3%+$9.0M |
| Legal & General Group Plc | $17.5M | 313,053 | 0.00% | 31q | +7.2%+$1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $17.3M | 308,305 | 0.00% | 31q | +1.8%+$299.3K |
| SEGALL BRYANT & HAMILL, LLC | $17.0M | 304,155 | 0.20% | 31q | -3.1%-$545.8K |
| Sourcerock Group LLC | $16.2M | 289,573 | 0.84% | 3q | -17.2%-$3.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $15.4M | 275,348 | 0.00% | 31q | -3.7%-$597.1K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.0M | 249,202 | 0.04% | 4q | -2.8%-$401.8K |
| PRINCIPAL FINANCIAL GROUP INC | $12.9M | 230,222 | 0.01% | 31q | +1.6%+$201.0K |
| Janney Montgomery Scott LLC | $12.8M | 228,231 | 0.02% | 31q | -7.9%-$1.1M |
| California Public Employees Retirement System | $12.7M | 225,894 | 0.01% | 31q | -18.0%-$2.8M |
| GLENMEDE TRUST CO NA | $12.4M | 221,730 | 0.05% | 29q | -8.5%-$1.2M |
| EXCHANGE TRADED CONCEPTS, LLC | $11.7M | 209,032 | 0.05% | 18q | -19.5%-$2.8M |
| Aptus Capital Advisors, LLC | $11.5M | 204,552 | 0.08% | 14q | +0.6%+$69.5K |
| ALLIANCEBERNSTEIN L.P. | $11.4M | 207,363 | 0.00% | 31q | +3.2%+$350.3K |
| Swiss National Bank | $11.3M | 202,400 | 0.01% | 31q | +1.5%+$168.1K |
| Allianz Asset Management GmbH | $11.2M | 199,226 | 0.01% | 8q | +23.1%+$2.1M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $10.9M | 193,937 | 0.05% | 31q | +8.1%+$813.3K |
| TWO SIGMA INVESTMENTS, LP | $10.7M | 190,414 | 0.01% | 8q | -58.4%-$15.0M |
| Clear Harbor Asset Management, LLC | $10.3M | 183,872 | 0.64% | 31q | +1.7%+$175.5K |
| STIFEL FINANCIAL CORP | $10.3M | 183,864 | 0.01% | 31q | -2.7%-$285.7K |
| MATTERN CAPITAL MANAGEMENT, LLC | $9.8M | 174,671 | 1.14% | 27q | -3.0%-$299.5K |
| RAYMOND JAMES FINANCIAL INC | $8.9M | 158,052 | 0.00% | 7q | +8.0%+$659.6K |
| SG Americas Securities, LLC | $8.7M | 155,322 | 0.00% | 12q | +63.6%+$3.4M |
| MetLife Investment Management, LLC | $8.5M | 152,063 | 0.04% | 32q | +3.5%+$287.9K |
| AMERIPRISE FINANCIAL INC | $8.3M | 148,870 | 0.00% | 31q | +5.2%+$413.8K |
| AMERICAN CENTURY COMPANIES INC | $8.3M | 147,590 | 0.00% | 19q | -28.7%-$3.3M |
| PRUDENTIAL FINANCIAL INC | $8.2M | 146,755 | 0.01% | 31q | +127.8%+$4.6M |
| CANADA LIFE ASSURANCE Co | $7.8M | 139,876 | 0.01% | 20q | +3.0%+$225.6K |
| CITIGROUP INC | $7.8M | 138,481 | 0.00% | 31q | +210.5%+$5.3M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $7.5M | 133,516 | 0.01% | 31q | +8.7%+$598.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $7.3M | 130,441 | 0.00% | 31q | +17.3%+$1.1M |
| ExodusPoint Capital Management, LP | $7.3M | 130,064 | 0.05% | 3q | +168.0%+$4.6M |
| DEUTSCHE BANK AG\ | $7.2M | 129,043 | 0.00% | 34q | -4.6%-$345.8K |
| MARTINGALE ASSET MANAGEMENT L P | $7.0M | 125,036 | 0.17% | 21q | +70.0%+$2.9M |
| BENJAMIN EDWARDS INC | $6.8M | 120,576 | 0.06% | 20q | -6.5%-$466.5K |
| CAPTRUST FINANCIAL ADVISORS | $6.6M | 117,768 | 0.01% | 25q | +6.4%+$395.9K |
| CAPITAL FUND MANAGEMENT S.A. | $6.6M | 117,503 | 0.03% | 6q | -19.3%-$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $6.6M | 117,156 | 0.00% | 30q | +2.3%+$149.0K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6.5M | 115,899 | 0.01% | 31q | +3.0%+$188.2K |
| JOHN G ULLMAN & ASSOCIATES INC | $6.2M | 109,960 | 0.75% | 23q | -6.2%-$409.1K |
| HENNESSY ADVISORS INC | $6.2M | 109,934 | 0.20% | 31q | +3.6%+$213.0K |
| Retirement Systems of Alabama | $5.8M | 104,382 | 0.02% | 31q | -15.6%-$1.1M |
| SEI INVESTMENTS CO | $5.6M | 100,601 | 0.00% | 16q | +9.1%+$468.3K |
| Maryland State Retirement & Pension System | $5.4M | 95,686 | 0.09% | 15q | +5.8%+$292.9K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.3M | 94,990 | 0.00% | 31q | HELD |
| Russell Investments Group, Ltd. | $5.3M | 93,667 | 0.00% | 31q | +104.1%+$2.7M |
| FRANKLIN RESOURCES INC | $5.2M | 92,976 | 0.00% | 31q | -2.9%-$157.5K |
| Cerity Partners LLC | $5.2M | 92,558 | 0.01% | 4q | +35.2%+$1.4M |
| LPL Financial LLC | $5.1M | 91,023 | 0.00% | 31q | -3.3%-$174.7K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.0M | 89,667 | 0.16% | 4q | -8.0%-$437.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 88,646 | 0.01% | 31q | -4.4%-$230.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.6M | 82,676 | 0.00% | 2q | +4.3%+$193.1K |
| NISA INVESTMENT ADVISORS, LLC | $4.6M | 80,589 | 0.01% | 31q | +3.1%+$138.3K |
| BARCLAYS PLC | $4.5M | 80,807 | 0.00% | 31q | -62.9%-$7.7M |
| Susquehanna Portfolio Strategies, LLC | $4.4M | 79,045 | 0.07% | 3q | +11.2%+$445.3K |
| Thrivent Financial for Lutherans | $4.4M | 78,158 | 0.01% | 31q | -9.0%-$434.9K |
| Vanguard Investments Australia, Ltd. | $4.4M | 78,116 | 0.01% | 2q | +7.9%+$320.5K |
| LSV ASSET MANAGEMENT | $4.3M | 76,780 | 0.01% | 2q | +144.7%+$2.5M |
| ROYAL BANK OF CANADA | $4.1M | 72,922 | 0.00% | 31q | +25.8%+$837.5K |
| MACQUARIE GROUP LTD | $4.0M | 71,231 | 0.02% | 2q | +0.9%+$36.1K |
| Cetera Investment Advisers | $3.8M | 68,440 | 0.00% | 10q | +18.7%+$603.2K |
| Mariner, LLC | $3.8M | 67,481 | 0.00% | 26q | +61.4%+$1.4M |
| ALPS ADVISORS INC | $3.7M | 66,213 | 0.02% | 15q | +3.0%+$109.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.7M | 62,891 | 0.01% | 12q | -2.6%-$96.4K |
| MILLENNIUM MANAGEMENT LLC | $3.6M | 63,839 | 0.00% | 31q | +126.6%+$2.0M |
| KLP KAPITALFORVALTNING AS | $3.5M | 61,300 | 0.01% | 7q | +39.0%+$969.1K |
| BOOTHBAY FUND MANAGEMENT, LLC | $3.4M | 61,426 | 0.05% | 3q | -21.5%-$943.6K |
Showing the largest 100 of 463 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-28 | 2026-10-27 | Material agreement entered | filing |
| 2026-10-23 | 2026-10-22 | Material agreement entered | filing |
| 2026-08-20 | 2026-08-20 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-08 | KENNY JANE M | Director | Sold | 8,000 | $448.8K |
| 2026-05-11 | Migliaccio Patrick J. | Senior VP and COO, NJNG | Sold | 3,000 | $167.5K |
| 2026-08-14 | Migliaccio Patrick J. | Senior VP and COO, NJNG | Sold | 3,000 | $166.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 121 | $112.8M | 2,228,120 | 11 | 35 | 29 | 0.0% |
| Q2 2026 | 463 | $4.5B | 80,650,415 | 63 | 172 | 120 | 0.0% |
| Q1 2026 | 439 | $4.2B | 76,051,925 | 57 | 166 | 113 | 0.0% |
| Q4 2025 | 416 | $3.6B | 77,263,196 | 45 | 118 | 150 | 0.0% |
| Q3 2025 | 410 | $3.7B | 76,353,081 | 59 | 142 | 124 | 0.0% |
| Q2 2025 | 397 | $3.4B | 76,373,418 | 47 | 160 | 113 | 0.0% |
| Q1 2025 | 402 | $3.7B | 75,575,739 | 52 | 150 | 111 | 0.0% |
| Q4 2024 | 393 | $3.5B | 74,317,719 | 39 | 141 | 98 | 0.0% |
| Q3 2024 | 363 | $3.5B | 73,317,641 | 52 | 121 | 100 | 0.0% |
| Q2 2024 | 334 | $3.1B | 72,019,973 | 33 | 119 | 98 | 0.0% |
| Q1 2024 | 338 | $3.2B | 74,249,534 | 41 | 119 | 106 | 0.0% |
| Q4 2023 | 323 | $3.2B | 71,715,108 | 33 | 97 | 105 | 0.0% |
| Q3 2023 | 320 | $2.9B | 70,590,796 | 28 | 105 | 116 | 0.0% |
| Q2 2023 | 340 | $3.4B | 72,170,615 | 46 | 92 | 121 | 0.0% |
| Q1 2023 | 325 | $4.0B | 74,570,971 | 44 | 108 | 89 | 0.1% |
| Q4 2022 | 314 | $3.6B | 73,021,814 | 48 | 96 | 93 | 0.1% |
| Q3 2022 | 278 | $3.0B | 78,250,334 | 29 | 90 | 82 | 0.0% |
| Q2 2022 | 278 | $3.7B | 82,341,495 | 26 | 82 | 84 | 0.1% |
| Q1 2022 | 291 | $3.8B | 82,359,886 | 35 | 95 | 77 | 0.1% |
| Q4 2021 | 276 | $4.8B | 116,403,756 | 45 | 94 | 62 | 0.1% |
| Q3 2021 | 250 | $4.0B | 114,154,546 | 22 | 74 | 82 | 0.0% |
| Q2 2021 | 262 | $4.5B | 114,672,894 | 24 | 67 | 89 | 0.1% |
| Q1 2021 | 261 | $4.5B | 112,786,777 | 31 | 65 | 98 | 0.1% |
| Q4 2020 | 262 | $4.1B | 115,470,687 | 36 | 78 | 82 | 0.0% |
| Q3 2020 | 244 | $3.1B | 116,242,012 | 21 | 92 | 74 | 0.0% |
| Q2 2020 | 254 | $3.9B | 117,935,860 | 40 | 85 | 65 | 0.0% |
| Q1 2020 | 238 | $7.4B | 218,001,120 | 20 | 92 | 61 | 0.0% |
| Q4 2019 | 281 | $5.6B | 125,181,788 | 39 | 102 | 61 | 0.0% |
| Q3 2019 | 260 | $6.0B | 132,179,806 | 30 | 83 | 65 | 0.0% |
| Q2 2019 | 262 | $5.8B | 116,749,200 | 21 | 88 | 73 | 0.0% |
| Q1 2019 | 268 | $6.7B | 135,028,667 | 31 | 81 | 74 | 0.0% |
| Q4 2018 | 275 | $5.3B | 116,249,111 | 4 | 3 | 2 | 0.0% |