NEW JERSEY RESOURCES CORP (NJR) — Institutional Holders, Q2 2026

461 institutional investment managers reported a NJR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← NJR stock profile

NJR in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

182

Trimmed

123

Sold out

Biggest buyers

AQR CAPITAL MANAGEMENTAdded · +723,414 sh+$40.5M
BlackRockAdded · +611,379 sh+$34.3M
CAISSE DE DEPOT ET PLACEMENT DU QUEBECNew · +533,628 sh+$29.9M
GEODE CAPITAL MANAGEMENTAdded · +492,943 sh+$27.6M
VANGUARD PORTFOLIO MANAGEMENTAdded · +469,688 sh+$26.3M

Biggest sellers

MASSACHUSETTS FINANCIAL SERVICESSold out · -655,430 sh-$36.7M
TWO SIGMA INVESTMENTSTrimmed · -267,057 sh-$15.0M
GOLDMAN SACHS GROUPTrimmed · -142,051 sh-$8.0M
BARCLAYS PLCTrimmed · -136,727 sh-$7.7M
HRT FINANCIALSold out · -134,439 sh-$7.5M

NJR 13F holders ranked 1–100 of 461

Institutional investors reporting a position in NEW JERSEY RESOURCES CORP on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 17,993,218 sh	17,993,218	$1.0B	0.01%	+3.5%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 6,342,251 sh	6,342,251	$355.4M	0.02%	+8.0%
3	STATE STREET#3 · 5,418,885 sh	5,418,885	$306.1M	<0.01%	+6.8%
4	VANGUARD CAPITAL MANAGEMENT#4 · 4,542,869 sh	4,542,869	$254.6M	<0.01%	+0.9%
5	DIMENSIONAL FUND ADVISORS#5 · 4,313,917 sh	4,313,917	$241.8M	0.04%	+4.2%
6	GEODE CAPITAL MANAGEMENT#6 · 3,094,446 sh	3,094,446	$173.4M	<0.01%	+18.9%
7	WELLS FARGO & COMPANY#7 · 2,343,079 sh	2,343,079	$131.3M	0.02%	-5.1%
8	AQR CAPITAL MANAGEMENT#8 · 1,887,829 sh	1,887,829	$105.8M	0.04%	+62.1%
9	MORGAN STANLEY#9 · 1,699,371 sh	1,699,371	$95.2M	<0.01%	+30.2%
10	Neuberger Berman Group#10 · 1,611,450 sh	1,611,450	$90.4M	0.06%	+6.5%
11	Energy Income Partners#11 · 1,402,434 sh	1,402,434	$78.6M	1.24%	-1.0%
12	NORTHERN#12 · 1,352,798 sh	1,352,798	$75.8M	<0.01%	+4.5%
13	NORGES BANK#13 · 1,251,671 sh	1,251,671	$70.1M	<0.01%	—
14	CHARLES SCHWAB INVESTMENT MANAGEMENT#14 · 1,200,806 sh	1,200,806	$67.3M	<0.01%	+0.4%
15	NOMURA ASSET MANAGEMENT INTERNATIONAL#15 · 1,101,347 sh	1,101,347	$61.7M	0.09%	-0.8%
16	JPMORGAN CHASE#16 · 1,062,877 sh	1,062,877	$60.8M	<0.01%	+65.7%
17	Bank of New York Mellon#17 · 1,030,009 sh	1,030,009	$57.7M	<0.01%	-3.1%
18	VICTORY CAPITAL MANAGEMENT#18 · 854,608 sh	854,608	$47.9M	0.03%	+36.0%
19	FMR#19 · 846,227 sh	846,227	$47.4M	<0.01%	+6.0%
20	ROYAL LONDON ASSET MANAGEMENT LTD#20 · 830,283 sh	830,283	$46.5M	0.09%	-1.2%
21	Bragg Financial Advisors#21 · 803,472 sh	803,472	$45.0M	1.20%	+6.6%
22	FIRST ADVISORS#22 · 803,138 sh	803,138	$45.0M	0.03%	-13.2%
23	VANGUARD FIDUCIARY#23 · 672,636 sh	672,636	$37.7M	<0.01%	+2.8%
24	ProShare Advisors#24 · 625,515 sh	625,515	$35.1M	0.05%	-7.0%
25	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#25 · 533,628 sh	533,628	$29.9M	0.04%	New
26	UBS Group AG#26 · 471,597 sh	471,597	$26.4M	<0.01%	+2.0%
27	Invesco Ltd.#27 · 454,440 sh	454,440	$25.5M	<0.01%	-10.6%
28	GOLDMAN SACHS GROUP#28 · 429,424 sh	429,424	$24.1M	<0.01%	-24.9%
29	BANK OF AMERICA#29 · 403,784 sh	403,784	$22.6M	<0.01%	+7.0%
30	CONFLUENCE INVESTMENT MANAGEMENT#30 · 387,609 sh	387,609	$21.7M	—	-7.0%
31	Qube Research & Technologies Ltd#31 · 386,047 sh	386,047	$21.6M	0.02%	-6.9%
32	Nuveen#32 · 344,595 sh	344,595	$19.3M	<0.01%	+8.8%
33	RHUMBLINE ADVISERS#33 · 344,316 sh	344,316	$19.3M	0.01%	+2.4%
34	ALGERT GLOBAL#34 · 326,349 sh	326,349	$18.3M	0.22%	+96.3%
35	Legal & General Group Plc#35 · 313,053 sh	313,053	$17.5M	<0.01%	+7.2%
36	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#36 · 308,305 sh	308,305	$17.3M	<0.01%	+1.8%
37	SEGALL BRYANT & HAMILL#37 · 304,155 sh	304,155	$17.0M	0.20%	New
38	Sourcerock Group#38 · 289,573 sh	289,573	$16.2M	0.84%	-17.2%
39	WELLINGTON MANAGEMENT GROUP LLP#39 · 275,348 sh	275,348	$15.4M	<0.01%	-3.7%
40	HOTCHKIS & WILEY CAPITAL MANAGEMENT#40 · 249,202 sh	249,202	$14.0M	0.04%	-2.8%
41	PRINCIPAL FINANCIAL GROUP#41 · 230,222 sh	230,222	$12.9M	<0.01%	+1.6%
42	Janney Montgomery Scott#42 · 228,231 sh	228,231	$12.8M	0.02%	-7.9%
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#43 · 225,894 sh	225,894	$12.7M	<0.01%	-18.0%
44	GLENMEDE NA#44 · 221,730 sh	221,730	$12.4M	0.05%	-8.5%
45	EXCHANGE TRADED CONCEPTS#45 · 209,032 sh	209,032	$11.7M	0.05%	-19.5%
46	Aptus Capital Advisors#46 · 204,552 sh	204,552	$11.5M	0.08%	+0.6%
47	ALLIANCEBERNSTEIN L.P.#47 · 207,363 sh	207,363	$11.4M	<0.01%	+3.2%
48	Swiss National Bank#48 · 202,400 sh	202,400	$11.3M	<0.01%	+1.5%
49	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#49 · 193,937 sh	193,937	$10.9M	0.05%	+8.1%
50	TWO SIGMA INVESTMENTS#50 · 190,414 sh	190,414	$10.7M	<0.01%	-58.4%
51	Clear Harbor Asset Management#51 · 183,872 sh	183,872	$10.3M	0.64%	+1.7%
52	STIFEL FINANCIAL#52 · 183,864 sh	183,864	$10.3M	<0.01%	-2.7%
53	MATTERN CAPITAL MANAGEMENT#53 · 174,671 sh	174,671	$9.8M	1.14%	-3.0%
54	Allianz Asset Management GmbH#54 · 161,818 sh	161,818	$8.9M	<0.01%	0.0%
55	RAYMOND JAMES FINANCIAL#55 · 158,052 sh	158,052	$8.9M	<0.01%	+8.0%
56	SG Americas Securities#56 · 155,322 sh	155,322	$8.7M	<0.01%	+63.6%
57	MetLife Investment Management#57 · 152,063 sh	152,063	$8.5M	0.04%	+3.5%
58	AMERIPRISE FINANCIAL#58 · 148,870 sh	148,870	$8.3M	<0.01%	+5.2%
59	AMERICAN CENTURY COMPANIES#59 · 147,590 sh	147,590	$8.3M	<0.01%	-28.7%
60	PRUDENTIAL FINANCIAL#60 · 146,755 sh	146,755	$8.2M	<0.01%	+127.8%
61	GREAT WEST LIFE ASSURANCE#61 · 139,876 sh	139,876	$7.8M	0.01%	+3.0%
62	CITIGROUP#62 · 138,481 sh	138,481	$7.8M	<0.01%	+210.5%
63	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#63 · 133,516 sh	133,516	$7.5M	—	+8.7%
64	PRICE T ROWE ASSOCIATES#64 · 130,441 sh	130,441	$7.3M	<0.01%	+17.3%
65	ExodusPoint Capital Management#65 · 130,064 sh	130,064	$7.3M	0.05%	+168.0%
66	DEUTSCHE BANK AG\#66 · 129,043 sh	129,043	$7.2M	<0.01%	-4.6%
67	MARTINGALE ASSET MANAGEMENT L P#67 · 125,036 sh	125,036	$7.0M	0.17%	+70.0%
68	BENJAMIN EDWARDS#68 · 120,576 sh	120,576	$6.8M	0.06%	-6.5%
69	CAPTRUST FINANCIAL ADVISORS#69 · 117,768 sh	117,768	$6.6M	0.01%	+6.4%
70	CAPITAL FUND MANAGEMENT S.A.#70 · 117,503 sh	117,503	$6.6M	0.03%	-19.3%
71	ENVESTNET ASSET MANAGEMENT#71 · 117,156 sh	117,156	$6.6M	<0.01%	+2.3%
72	JOHN G ULLMAN & ASSOCIATES#72 · 109,960 sh	109,960	$6.2M	0.75%	-6.2%
73	HENNESSY ADVISORS#73 · 109,934 sh	109,934	$6.2M	0.20%	+3.6%
74	Retirement Systems of Alabama#74 · 104,382 sh	104,382	$5.8M	0.02%	-15.6%
75	SEI INVESTMENTS#75 · 100,601 sh	100,601	$5.6M	<0.01%	+9.1%
76	Maryland State Retirement & Pension System#76 · 95,686 sh	95,686	$5.4M	0.09%	+5.8%
77	MANUFACTURERS LIFE INSURANCE COMPANY, THE#77 · 94,990 sh	94,990	$5.3M	<0.01%	-0.3%
78	Russell Investments Group, Ltd.#78 · 93,667 sh	93,667	$5.3M	<0.01%	+104.1%
79	FRANKLIN RESOURCES#79 · 92,976 sh	92,976	$5.2M	<0.01%	-2.9%
80	Cerity Partners#80 · 92,558 sh	92,558	$5.2M	<0.01%	+35.2%
81	LPL Financial#81 · 91,023 sh	91,023	$5.1M	<0.01%	-3.3%
82	PEREGRINE CAPITAL MANAGEMENT#82 · 89,667 sh	89,667	$5.0M	0.16%	-8.0%
83	COMMONWEALTH EQUITY SERVICES#83 · 88,646 sh	88,646	$5.0M	<0.01%	-4.4%
84	VANGUARD ASSET MANAGEMENT, Ltd#84 · 82,676 sh	82,676	$4.6M	<0.01%	+4.3%
85	NISA INVESTMENT ADVISORS#85 · 80,589 sh	80,589	$4.6M	—	+3.1%
86	BARCLAYS PLC#86 · 80,807 sh	80,807	$4.5M	<0.01%	-62.9%
87	Susquehanna Portfolio Strategies#87 · 79,045 sh	79,045	$4.4M	0.07%	+11.2%
88	THRIVENT FINANCIAL FOR LUTHERANS#88 · 78,158 sh	78,158	$4.4M	<0.01%	-9.0%
89	Vanguard Investments Australia, Ltd.#89 · 78,116 sh	78,116	$4.4M	0.01%	+7.9%
90	LSV ASSET MANAGEMENT#90 · 76,780 sh	76,780	$4.3M	<0.01%	+144.7%
91	ROYAL BANK OF CANADA#91 · 72,922 sh	72,922	$4.1M	<0.01%	+25.8%
92	MACQUARIE GROUP LTD#92 · 71,231 sh	71,231	$4.0M	0.02%	+0.9%
93	Cetera Investment Advisers#93 · 68,440 sh	68,440	$3.8M	<0.01%	+18.7%
94	Mariner#94 · 67,481 sh	67,481	$3.8M	<0.01%	+61.4%
95	ALPS ADVISORS#95 · 66,213 sh	66,213	$3.7M	0.02%	+3.0%
96	WEALTH ENHANCEMENT ADVISORY SERVICES#96 · 62,891 sh	62,891	$3.7M	—	-2.6%
97	MILLENNIUM MANAGEMENT#97 · 63,839 sh	63,839	$3.6M	<0.01%	+126.6%
98	KLP KAPITALFORVALTNING AS#98 · 61,300 sh	61,300	$3.5M	0.01%	+39.0%
99	BOOTHBAY FUND MANAGEMENT#99 · 61,426 sh	61,426	$3.4M	0.05%	-21.5%
100	HSBC PLC#100 · 60,652 sh	60,652	$3.4M	<0.01%	+7.3%

Funds that sold out of NJR in Q2 2026 (42)

Held NJR at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held NJR in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
MASSACHUSETTS FINANCIAL SERVICES655,430 sh	655,430	$36.0M
HRT FINANCIAL134,439 sh	134,439	$7.4M
Squarepoint Ops93,303 sh	93,303	$5.1M
Aventail Capital Group92,234 sh	92,234	$5.1M
Castellan Group88,321 sh	88,321	$4.9M
HEALTHCARE OF ONTARIO PENSION PLAN FUND66,487 sh	66,487	$3.7M
CITADEL ADVISORS63,280 sh	63,280	$3.5M
ADAGE CAPITAL PARTNERS GP, L.L.C.60,000 sh	60,000	$3.3M
World Investment Advisors41,810 sh	41,810	$2.3M
Holocene Advisors39,520 sh	39,520	$2.2M
Fieldview Capital Management37,475 sh	37,475	$2.1M
OCCUDO QUANTITATIVE STRATEGIES16,707 sh	16,707	$940.8K
iSAM Funds (UK) Ltd13,173 sh	13,173	$723.5K
Schonfeld Strategic Advisors12,775 sh	12,775	$701.6K
AIGEN INVESTMENT MANAGEMENT10,951 sh	10,951	$601.4K
SummitTX Capital, L.P.10,840 sh	10,840	$595.3K
Aquatic Capital Management9,958 sh	9,958	$546.9K
Abacus Wealth Partners9,427 sh	9,427	$517.7K
Randall & Associates Wealth Management7,450 sh	7,450	$409.2K
Freestone Grove Partners5,670 sh	5,670	$311.4K
111 Capital4,967 sh	4,967	$272.8K
WINTON GROUP Ltd4,800 sh	4,800	$263.6K
DRW Securities4,655 sh	4,655	$255.7K
EVOLVE PRIVATE WEALTH4,480 sh	4,480	$246.0K
BRADY FAMILY WEALTH4,265 sh	4,265	$234.2K
LAZARD ASSET MANAGEMENT4,118 sh	4,118	$226.2K
SILVERCREST ASSET MANAGEMENT GROUP3,662 sh	3,662	$201.1K
Aster Capital Management (DIFC) Ltd3,285 sh	3,285	$161.2K
LOS ANGELES CAPITAL MANAGEMENT2,689 sh	2,689	$147.7K
Root Financial Partners526 sh	526	$28.9K
Asset Dedication492 sh	492	$27.0K
Mountain Hill Investment Partners169 sh	169	$9.3K
Sound Income Strategies132 sh	132	$7.3K
Triumph Capital Management50 sh	50	$2.8K
Estabrook Capital Management43 sh	43	$2.4K
Lloyd Advisory Services40 sh	40	$2.2K
Wall Street Financial Group18 sh	18	$989.00
TWIN PEAKS WEALTH ADVISORS17 sh	17	$934.00
Vermillion Wealth Management6 sh	6	$330.00
Union Bankshares5 sh	5	$275.00
Annis Gardner Whiting Capital Advisors2 sh	2	$110.00
CURIO WEALTH2 sh	2	$110.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.