New Positions
63 managers initiated
Top five by reported value
New Jersey Resources Corp NEW YORK STOCK EXCHANGE, INC.:NJR
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
63 new126 added221 reduced57 exited
Total Institutional Holders
410
as of 2025-12-31
Top Holder
BlackRock, Inc.
$822.5M
Largest QoQ Increase
Energy Income Partners, LLC
+894,697 sh
Largest QoQ Decrease
MACQUARIE GROUP LTD
-812,696 sh
New Positions(63)
Added To(126)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Energy Income Partners, LLC | 1,846,224 | +894,697 | $85.1M | +$39.3M | 94.0% |
| BlackRock, Inc. | 17,834,813 | +124,423 | $822.5M | -$30.2M | 0.7% |
| CITADEL ADVISORS LLC | 427,933 | +375,483 | $19.7M | +$17.2M | 715.9% |
| AQR CAPITAL MANAGEMENT LLC | 787,628 | +238,889 | $36.3M | +$10.0M | 43.5% |
| DIMENSIONAL FUND ADVISORS LP | 3,934,165 | +367,844 | $181.4M | +$9.7M | 10.3% |
| Bragg Financial Advisors, Inc | 744,279 | +205,627 | $34.3M | +$8.4M | 38.2% |
| MORGAN STANLEY | 1,283,533 | +208,388 | $59.2M | +$7.4M | 19.4% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 171,918 | +160,649 | $7.4M | +$6.9M | 1425.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,629,373 | +10,448 | $121.3M | -$4.8M | 0.4% |
| NORGES BANK | 1,302,576 | +109,002 | $60.1M | +$3.7M | 9.1% |
| Qube Research & Technologies Ltd | 694,989 | +99,300 | $32.1M | +$3.4M | 16.7% |
| TWO SIGMA INVESTMENTS, LP | 476,150 | +83,886 | $22.0M | +$3.1M | 21.4% |
| Neuberger Berman Group LLC | 1,483,272 | +4,866 | $68.4M | -$2.8M | 0.3% |
| SEGALL BRYANT & HAMILL, LLC | 408,611 | +63,472 | $18.8M | +$2.2M | 18.4% |
| Man Group plc | 65,206 | +43,095 | $3.0M | +$1.9M | 194.9% |
| Cetera Investment Advisers | 57,305 | +35,261 | $2.6M | +$1.6M | 159.9% |
| Polymer Capital Management (US) LLC | 35,000 | +24,175 | $1.6M | +$1.1M | 223.3% |
| Trexquant Investment LP | 128,080 | +23,677 | $5.9M | +$880.0K | 22.7% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 690,179 | +12,335 | $31.8M | -$807.1K | 1.8% |
| AMERICAN CENTURY COMPANIES INC | 162,216 | +22,841 | $7.5M | +$770.5K | 16.4% |
| INTECH INVESTMENT MANAGEMENT LLC | 60,714 | +13,325 | $2.8M | +$518.4K | 28.1% |
| Invesco Ltd. | 519,941 | +32,116 | $24.0M | +$490.9K | 6.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,455 | +10,629 | $943.4K | +$470.3K | 108.2% |
| WELLINGTON MANAGEMENT GROUP LLP | 300,471 | +3,322 | $13.9M | -$450.0K | 1.1% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 813,871 | +25,001 | $37.5M | -$448.4K | 3.2% |
| PNC Financial Services Group, Inc. | 46,535 | +10,666 | $2.1M | +$419.1K | 29.7% |
| Aptus Capital Advisors, LLC | 201,264 | +837 | $9.3M | -$368.3K | 0.4% |
| CAPITAL FUND MANAGEMENT S.A. | 115,166 | +11,686 | $5.3M | +$328.9K | 11.3% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 26,904 | +7,339 | $1.2M | +$298.8K | 37.5% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 10,808 | +6,628 | $498.4K | +$297.2K | 158.6% |
| Inspire Advisors, LLC | 72,076 | +8,259 | $3.3M | +$251.4K | 12.9% |
| ENVESTNET ASSET MANAGEMENT INC | 102,680 | +9,339 | $4.7M | +$241.3K | 10.0% |
| Swiss National Bank | 198,000 | +3,500 | $9.1M | -$233.4K | 1.8% |
| Inspire Investing, LLC | 14,430 | +4,817 | $665.5K | +$202.7K | 50.1% |
| Nuveen, LLC | 333,965 | +10,131 | $15.4M | -$190.1K | 3.1% |
| Versor Investments LP | 13,024 | +4,087 | $600.7K | +$170.3K | 45.7% |
| Y-Intercept (Hong Kong) Ltd | 29,670 | +4,684 | $1.4M | +$165.3K | 18.7% |
| Global Retirement Partners, LLC | 3,632 | +3,530 | $167.5K | +$162.6K | 3460.8% |
| SEI INVESTMENTS CO | 85,138 | +541 | $3.9M | -$146.7K | 0.6% |
| FRANKLIN RESOURCES INC | 92,246 | +919 | $4.3M | -$143.0K | 1.0% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 438,685 | +15,650 | $20.2M | -$137.0K | 3.7% |
| Federation des caisses Desjardins du Quebec | 19,626 | +3,669 | $905.2K | +$136.8K | 23.0% |
| Maryland State Retirement & Pension System | 94,259 | +1,144 | $4.3M | -$136.3K | 1.2% |
| L2 Asset Management, LLC | 19,779 | +3,759 | $912.2K | +$135.9K | 23.5% |
| Private Advisor Group, LLC | 13,359 | +3,269 | $616.1K | +$130.3K | 32.4% |
| Vise Technologies, Inc. | 8,532 | +2,998 | $393.5K | +$127.0K | 54.2% |
| CI Private Wealth, LLC | 61,816 | +134 | $2.9M | -$118.7K | 0.2% |
| Mariner, LLC | 31,107 | +3,750 | $1.4M | +$118.1K | 13.7% |
| Jain Global LLC | 11,278 | +2,635 | $520.1K | +$104.0K | 30.5% |
| Quantinno Capital Management LP | 15,774 | +2,371 | $727.5K | +$82.2K | 17.7% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 11,650 | +2,150 | $537.3K | +$79.9K | 22.6% |
| FORVIS Wealth Advisors, LLC | 6,013 | +1,800 | $277.3K | +$74.5K | 42.7% |
| MERCER GLOBAL ADVISORS INC /ADV | 12,483 | +1,921 | $575.7K | +$67.1K | 18.2% |
| MATTERN CAPITAL MANAGEMENT, LLC | 181,218 | +9,008 | $8.4M | +$65.9K | 5.2% |
| CITIGROUP INC | 40,457 | +536 | $1.9M | -$56.3K | 1.3% |
| Jacobi Capital Management LLC | 28,838 | +93 | $1.3M | -$54.1K | 0.3% |
| Empirical Asset Management, LLC | 30,407 | +161 | $1.4M | -$54.0K | 0.5% |
| Rockefeller Capital Management L.P. | 3,733 | +1,225 | $172.2K | +$51.4K | 48.8% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 22,475 | +84 | $1.0M | -$41.6K | 0.4% |
| Plato Investment Management Ltd | 1,071 | +852 | $49.6K | +$39.2K | 389.0% |
| TWO SIGMA ADVISERS, LP | 72,000 | +2,300 | $3.3M | -$35.4K | 3.3% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 33,215 | +2,127 | $1.5M | +$35.0K | 6.8% |
| XTX Topco Ltd | 6,501 | +998 | $299.8K | +$34.9K | 18.1% |
| State of New Jersey Common Pension Fund D | 46,504 | +1,257 | $2.1M | -$33.9K | 2.8% |
| KLP KAPITALFORVALTNING AS | 42,900 | +1,100 | $2.0M | -$33.7K | 2.6% |
| Fortis Group Advisors, LLC | 6,399 | +8 | $316.6K | +$33.5K | 0.1% |
| Shore Point Advisors, LLC | 16,105 | +10 | $742.8K | -$32.2K | 0.1% |
| Russell Investments Group, Ltd. | 42,773 | +1,145 | $2.0M | -$31.1K | 2.8% |
| Perigon Wealth Management, LLC | 8,904 | +1,012 | $410.7K | +$30.7K | 12.8% |
| CAPTRUST FINANCIAL ADVISORS | 17,239 | +104 | $795.1K | -$30.0K | 0.6% |
| Kestra Advisory Services, LLC | 4,988 | +706 | $230.0K | +$23.9K | 16.5% |
| UMB Bank, n.a. | 2,261 | +581 | $104.3K | +$23.4K | 34.6% |
| Castellan Group | 79,843 | +3,851 | $3.7M | +$23.3K | 5.1% |
| Smartleaf Asset Management LLC | 933 | +505 | $43.2K | +$22.7K | 118.0% |
| Smallwood Wealth Investment Management, LLC | 10,615 | +16 | $489.6K | -$20.8K | 0.1% |
| Creative Planning | 30,125 | +854 | $1.4M | -$20.1K | 2.9% |
| Nicholson Wealth Management Group, LLC | 37,182 | +1,977 | $1.7M | +$19.7K | 5.6% |
| Meiji Yasuda Asset Management Co Ltd. | 132,947 | +5,208 | $6.1M | -$19.1K | 4.1% |
| Allspring Global Investments Holdings, LLC | 7,276 | +643 | $334.6K | +$18.4K | 9.7% |
| MGO ONE SEVEN LLC | 9,312 | +12 | $429.5K | -$18.3K | 0.1% |
| Bedel Financial Consulting, Inc. | 8,932 | +26 | $411.9K | -$16.9K | 0.3% |
| Wealth Quarterback LLC | 9,777 | +95 | $450.9K | -$15.2K | 1.0% |
| NISA INVESTMENT ADVISORS, LLC | 78,099 | +2,959 | $3.6M | -$14.5K | 3.9% |
| Brinker Capital Investments, LLC | 7,614 | +600 | $351.2K | +$13.4K | 8.6% |
| Aberdeen Wealth Management LLC | 6,301 | +1 | $290.6K | -$12.8K | 0.0% |
| LEUTHOLD GROUP, LLC | 5,333 | +19 | $246.0K | -$9.9K | 0.3% |
| Horizon Investment Services, LLC | 6,532 | +475 | $301.3K | +$9.6K | 7.8% |
| B. Riley Wealth Advisors, Inc. | 5,784 | +45 | $266.8K | -$9.5K | 0.8% |
| KEYBANK NATIONAL ASSOCIATION/OH | 5,744 | +58 | $264.9K | -$8.9K | 1.0% |
| FIFTH THIRD BANCORP | 1,311 | +210 | $60.5K | +$7.5K | 19.1% |
| Kestra Investment Management, LLC | 21,957 | +1,077 | $1.0M | +$7.3K | 5.2% |
| SG Americas Securities, LLC | 166,003 | +158,060 | $7.7K | +$7.3K | 1989.9% |
| ZynergyRetirementPlanningLLC | 4,457 | +43 | $205.6K | -$7.0K | 1.0% |
| PFG Investments, LLC | 4,422 | +43 | $204.0K | -$6.9K | 1.0% |
| Clearstead Advisors, LLC | 310 | +133 | $14.3K | +$5.8K | 75.1% |
| SBI Securities Co., Ltd. | 3,835 | +58 | $176.9K | -$5.0K | 1.5% |
| ROTHSCHILD INVESTMENT LLC | 287 | +112 | $13.2K | +$4.8K | 64.0% |
| ASSETMARK, INC | 145 | +100 | $6.7K | +$4.5K | 222.2% |
| CULLEN/FROST BANKERS, INC. | 807 | +115 | $37.2K | +$3.9K | 16.6% |
| Parkside Financial Bank & Trust | 322 | +83 | $14.9K | +$3.3K | 34.7% |
| AdvisorNet Financial, Inc | 110 | +70 | $5.1K | +$3.1K | 175.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 68,726 | +2,842 | $3.2M | -$2.7K | 4.3% |
| Larson Financial Group LLC | 93 | +58 | $4.3K | +$2.6K | 165.7% |
| Farther Finance Advisors, LLC | 2,712 | +157 | $125.1K | +$2.1K | 6.1% |
| HARBOUR INVESTMENTS, INC. | 89 | +45 | $4.1K | +$2.0K | 102.3% |
| Janney Montgomery Scott LLC | 254,013 | +48,797 | $11.7K | +$1.8K | 23.8% |
| Root Financial Partners, LLC | 336 | +50 | $15.5K | +$1.7K | 17.5% |
| Versant Capital Management, Inc | 645 | +58 | $29.7K | +$1.5K | 9.9% |
| JFS WEALTH ADVISORS, LLC | 106 | +34 | $4.9K | +$1.4K | 47.2% |
| Roxbury Financial LLC | 508 | +5 | $23.4K | -$809 | 1.0% |
| PEAPACK GLADSTONE FINANCIAL CORP | 36,941 | +17,437 | $1.7K | +$764 | 89.4% |
| MASSMUTUAL TRUST CO FSB/ADV | 373 | +28 | $17.2K | +$591 | 8.1% |
| Thrivent Financial for Lutherans | 85,817 | +14,373 | $4.0K | +$518 | 20.1% |
| FINANCIAL CONSULATE, INC | 29 | +11 | $1.3K | +$471 | 61.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 95,855 | +4,051 | $4.4M | +$470 | 4.4% |
| Redwood Park Advisors LLC | 153 | +1 | $7.1K | -$238 | 0.7% |
| Bay Harbor Wealth Management, LLC | 11 | +5 | $512 | +$221 | 83.3% |
| Manchester Capital Management LLC | 96 | +8 | $4.4K | +$190 | 9.1% |
| Rialto Wealth Management, LLC | 22 | +3 | $1.0K | +$100 | 15.8% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 126,115 | +4,116 | $5.8K | -$58 | 3.4% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 94,112 | +5,027 | $4.3K | +$51 | 5.6% |
| S&T Bank/PA | 8 | +1 | $369 | +$32 | 14.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,228 | +549 | $103 | +$22 | 32.7% |
| BESSEMER GROUP INC | 763 | +150 | $35 | +$6 | 24.5% |
| WEDBUSH SECURITIES INC | 18,818 | +751 | $868 | -$2 | 4.2% |
| VAN ECK ASSOCIATES CORP | 998 | +30 | $46 | -$1 | 3.1% |
Reduced(221)
Sold Out(57)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| BlackRock, Inc. | 17,834,813 | $822.5M | +124,423 | 0.7% |
| VANGUARD GROUP INC | 10,912,990 | $503.3M | -106,939 | -1.0% |
| STATE STREET CORP | 4,907,588 | $228.6M | -23,392 | -0.5% |
| DIMENSIONAL FUND ADVISORS LP | 3,934,165 | $181.4M | +367,844 | 10.3% |
| WELLS FARGO & COMPANY/MN | 2,684,325 | $123.8M | -47,846 | -1.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 2,629,373 | $121.3M | +10,448 | 0.4% |
| Energy Income Partners, LLC | 1,846,224 | $85.1M | +894,697 | 94.0% |
| Neuberger Berman Group LLC | 1,483,272 | $68.4M | +4,866 | 0.3% |
| NORGES BANK | 1,302,576 | $60.1M | +109,002 | 9.1% |
| MORGAN STANLEY | 1,283,533 | $59.2M | +208,388 | 19.4% |
| NORTHERN TRUST CORP | 1,248,878 | $57.6M | -86,466 | -6.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,210,076 | $55.8M | -23,579 | -1.9% |
| Bank of New York Mellon Corp | 1,080,900 | $49.9M | -53,370 | -4.7% |
| FIRST TRUST ADVISORS LP | 1,066,265 | $49.2M | -92,454 | -8.0% |
| ProShare Advisors LLC | 871,644 | $40.2M | -44,962 | -4.9% |
| ROYAL LONDON ASSET MANAGEMENT LTD | 813,871 | $37.5M | +25,001 | 3.2% |
| FMR LLC | 811,515 | $37.4M | -334 | -0.0% |
| AQR CAPITAL MANAGEMENT LLC | 787,628 | $36.3M | +238,889 | 43.5% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 786,034 | $36.3M | +786,034 | — |
| Bragg Financial Advisors, Inc | 744,279 | $34.3M | +205,627 | 38.2% |
New & Closed Positions this quarter
Closed Positions
57 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for NJR against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.