What percentage of EDU is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of New Oriental Education & Technology Group Inc. stands at 35.6%, held across 174 reporting institutions.

Who is the largest institutional holder of EDU?

First Beijing Investment Ltd is the largest reported institutional holder of EDU, with approximately 8,995,258 shares worth $0.51B as of Q1 2026.

Is EDU a hedge fund favorite?

Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of EDU, including RENAISSANCE TECHNOLOGIES LLC, Point72 Asset Management, L.P., CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.

What is EDU's Smart Money Score?

Our composite Smart Money Score for EDU is 64 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought EDU this quarter?

38 institutions opened new positions in EDU during Q1 2026, while 26 fully exited. 93 added to existing positions and 41 trimmed.

How is institutional ownership of EDU changing?

EDU institutional ownership fell by 0.12 percentage points quarter-over-quarter, with a net change of +12 holders.

How concentrated is EDU ownership among the top holders?

The top 10 institutions account for 62.0% of all reported 13F value in EDU, and the top 25 account for 86.8%.

Where does this EDU institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.

New Oriental Education & Technology Group Inc. (EDU) Institutional Ownership Q1 2026 | Top 13F Holders

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Institutional ownership decreased this quarter (-0.12 pp), while top 10 holders maintain a highly concentrated 62.0% of value.

Institutional Ownership35.6%$2.6B total value · ▼ 0.12 pp vs prior quarter

Smart Money Score

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Top Institutional Holders of EDU

Ranked by reported Q1 2026 13F market value

Top 10 Holders

62.0%

Top 25 Holders

86.8%

Share of total reported institutional value in EDU held by the largest 10 / 25 filers.

#	Institution	Shares Held	Market Value	QoQ Change	Ownership %	% of Fund
1	First Beijing Investment Ltd	9.0M	$509.4M	-11.0%	5.652%	21.97%
2	Invesco Ltd.	4.9M	$275.1M	+5.3%	3.052%	0.04%
3	RENAISSANCE TECHNOLOGIES LLC	2.9M	$166.9M	-1.8%	1.852%	0.26%
4	MORGAN STANLEY	2.1M	$121.2M	-33.1%	1.345%	0.01%
5	FMR LLC	2.0M	$110.5M	+98.7%	1.226%	0.01%
6	Discerene Group LP	1.9M	$106.8M	-3.6%	1.185%	12.36%
7	ALKEON CAPITAL MANAGEMENT LLC	1.7M	$97.9M	+19.3%	1.086%	0.60%
8	UBS ASSET MANAGEMENT AMERICAS INC	1.6M	$90.2M	+1.3%	1.000%	0.02%
9	BlackRock, Inc.	1.4M	$82.0M	+103.1%	0.910%	0.00%
10	FEDERATED HERMES, INC.	1.4M	$81.3M	+93.5%	0.902%	0.13%
11	Greenwoods Asset Management Hong Kong Ltd.	1.3M	$75.2M	0.0%	0.835%	1.94%
12	UBS Group AG	1.2M	$70.3M	+84.8%	0.780%	0.01%
13	Orbis Allan Gray Ltd	1.2M	$66.3M	+39.8%	0.736%	0.28%
14	SCHRODER INVESTMENT MANAGEMENT GROUP	1.1M	$62.9M	+81.9%	0.698%	0.05%
15	ALLIANCEBERNSTEIN L.P.	1.0M	$55.5M	—	0.634%	0.02%
16	Point72 Asset Management, L.P.	788K	$44.6M	-55.1%	0.495%	0.06%
17	GOLDMAN SACHS GROUP INC	739K	$41.8M	-63.6%	0.464%	0.00%
18	CITADEL ADVISORS LLC	734K	$41.6M	+28.1%	0.461%	0.02%
19	SERENITY CAPITAL MANAGEMENT PTE. LTD.	657K	$37.2M	0.0%	0.413%	8.98%
20	SOUTHEASTERN ASSET MANAGEMENT INC/TN/	522K	$29.6M	+37.6%	0.328%	1.45%
21	Amundi	508K	$28.8M	+14.4%	0.319%	0.01%
22	Man Group plc	473K	$26.8M	+484.5%	0.298%	0.05%
23	MACKENZIE FINANCIAL CORP	473K	$26.8M	+993.9%	0.297%	0.03%
24	SUSQUEHANNA INTERNATIONAL GROUP, LLP	461K	$26.1M	-1.5%	0.290%	0.00%
25	BANK OF AMERICA CORP /DE/	421K	$23.9M	-72.7%	0.265%	0.00%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EDU — a direct measure of their conviction.

EDU Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

Quarter	Inst. Holders	Δ Holders	Ownership %	Δ Ownership	Total 13F Value	Δ Value
Q1 2026	174	+7.4%	35.65%	0.12 pp	$2.65B	0.3%
Q4 2025	162	+8.7%	35.77%	+5.18 pp	$2.66B	+17%
Q3 2025	149	7.5%	30.59%	32.75 pp	$2.27B	52%
Q2 2025	161	0.6%	63.34%	17.21 pp	$4.70B	21%
Q1 2025	162	17%	80.55%	+38.37 pp	$5.98B	+91%
Q4 2024	195	5.8%	42.18%	21.66 pp	$3.13B	34%
Q3 2024	207	6.8%	63.84%	+3.95 pp	$4.74B	+6.6%
Q2 2024	222	—	59.89%	—	$4.45B	—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

New Oriental Education & Technology Group Inc. (EDU) Institutional Ownership

New Oriental Education & Technology Group Inc. (EDU) Institutional Ownership

AI Insights & Key Takeaways

Top Institutional Holders of EDU

Quarterly Institutional Activity

EDU Institutional Ownership by Quarter

EDU — Frequently Asked Questions