Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NJR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17.4M | $954.6M | -2.5% | 17.227% | 0.02% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.9M | $322.5M | β | 5.820% | 0.02% |
| 3 | STATE STREET CORP | 5.1M | $281.0M | +3.4% | 5.030% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4.5M | $247.3M | β | 4.462% | 0.01% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 4.1M | $227.4M | +5.3% | 4.104% | 0.05% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.6M | $142.9M | -1.1% | 2.578% | 0.01% |
| 7 | WELLS FARGO & COMPANY/MN | 2.5M | $135.6M | -8.0% | 2.447% | 0.03% |
| 8 | Neuberger Berman Group LLC | 1.5M | $83.2M | +2.1% | 1.500% | 0.06% |
| 9 | Energy Income Partners, LLC | 1.4M | $77.8M | -23.3% | 1.403% | 1.25% |
| 10 | MORGAN STANLEY | 1.3M | $71.7M | +1.7% | 1.293% | 0.00% |
| 11 | NORTHERN TRUST CORP | 1.3M | $71.1M | +3.7% | 1.283% | 0.01% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $65.7M | -1.2% | 1.185% | 0.01% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 1.2M | $63.9M | +47.8% | 1.154% | 0.03% |
| 14 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.1M | $61.0M | +41.3% | 1.101% | 0.10% |
| 15 | Bank of New York Mellon Corp | 1.1M | $58.4M | -1.7% | 1.054% | 0.01% |
| 16 | FIRST TRUST ADVISORS LP | 925K | $50.8M | -13.2% | 0.917% | 0.04% |
| 17 | ROYAL LONDON ASSET MANAGEMENT LTD | 840K | $46.6M | +3.2% | 0.833% | 0.10% |
| 18 | FMR LLC | 799K | $43.9M | -1.6% | 0.791% | 0.00% |
| 19 | Bragg Financial Advisors, Inc | 753K | $41.4M | +1.2% | 0.747% | 1.31% |
| 20 | ProShare Advisors LLC | 673K | $37.0M | -22.8% | 0.667% | 0.05% |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 655K | $36.0M | -5.0% | 0.650% | 0.01% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 655K | $35.9M | β | 0.649% | 0.01% |
| 23 | VICTORY CAPITAL MANAGEMENT INC | 628K | $34.5M | +3.0% | 0.623% | 0.02% |
| 24 | GOLDMAN SACHS GROUP INC | 571K | $31.4M | -10.5% | 0.566% | 0.00% |
| 25 | Invesco Ltd. | 508K | $27.9M | -2.2% | 0.504% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in NJR β a direct measure of their conviction.
Filings activity in NJR during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new NJR position in Q1 2026
Institutions that fully closed their NJR position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 424 | +4.4% | 72.48% | +9.68 pp | $4.03B | +15% |
| Q4 2025 | 406 | +1.5% | 62.80% | 1.96 pp | $3.49B | 3.0% |
| Q3 2025 | 400 | +2.6% | 64.76% | +4.49 pp | $3.60B | +7.4% |
| Q2 2025 | 390 | +0.0% | 60.27% | 3.53 pp | $3.35B | 5.5% |
| Q1 2025 | 390 | +0.8% | 63.80% | +3.23 pp | $3.55B | +5.3% |
| Q4 2024 | 387 | +8.4% | 60.57% | +2.15 pp | $3.37B | +3.7% |
| Q3 2024 | 357 | +7.9% | 58.42% | +5.01 pp | $3.25B | +9.4% |
| Q2 2024 | 331 | β | 53.41% | β | $2.97B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NJR stock.
Based on Q1 2026 13F filings, institutional ownership of New Jersey Resources Corporation stands at 72.5%, held across 424 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of NJR, with approximately 17,381,839 shares worth $0.95B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of NJR.
Our composite Smart Money Score for NJR is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
67 institutions opened new positions in NJR during Q1 2026, while 49 fully exited. 319 added to existing positions and 36 trimmed.
NJR institutional ownership rose by 9.68 percentage points quarter-over-quarter, with a net change of +18 holders.
The top 10 institutions account for 63.1% of all reported 13F value in NJR, and the top 25 account for 80.6%.
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 Jersey Resources Corporation (NJR) Institutional Ownership