NEW JERSEY RESOURCES CORP (NJR) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NJR 13F holders ranked 301–400 of 461
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | SRS Capital Advisors#301 · 4,828 sh | 4,828 | $270.5K | <0.01% | +1488.2% |
| 302 | DnB Asset Management AS#302 · 4,757 sh | 4,757 | $266.6K | <0.01% | -18.4% |
| 303 | Kestra Advisory Services#303 · 4,631 sh | 4,631 | $259.5K | <0.01% | +4.9% |
| 304 | Savant Capital#304 · 4,645 sh | 4,645 | $257.9K | <0.01% | New |
| 305 | ZynergyRetirementPlanningLLC#305 · 4,542 sh | 4,542 | $254.5K | — | +0.9% |
| 306 | GAMMA Investing#306 · 4,534 sh | 4,534 | $254.1K | — | +19.6% |
| 307 | VALLEY NATIONAL ADVISERS#307 · 4,488 sh | 4,488 | $251.5K | — | 0.0% |
| 308 | National Wealth Management Group#308 · 4,451 sh | 4,451 | $249.4K | — | -1.9% |
| 309 | Focus Partners Advisor Solutions#309 · 4,425 sh | 4,425 | $248.0K | <0.01% | New |
| 310 | Global Retirement Partners#310 · 4,422 sh | 4,422 | $247.8K | <0.01% | — |
| 311 | Atria Investments#311 · 4,379 sh | 4,379 | $245.4K | — | New |
| 312 | Sivia Capital Partners#312 · 4,262 sh | 4,262 | $238.8K | 0.03% | New |
| 313 | Sovereign Financial Group#313 · 4,250 sh | 4,250 | $238.2K | 0.04% | 0.0% |
| 314 | Oakmont Investment Advisors#314 · 4,225 sh | 4,225 | $236.8K | — | New |
| 315 | JMN Financial#315 · 4,140 sh | 4,140 | $234.8K | 0.18% | New |
| 316 | Institute for Wealth Management#316 · 4,156 sh | 4,156 | $232.9K | 0.02% | -21.7% |
| 317 | HAZLETT, BURT & WATSON#317 · 4,140 sh | 4,140 | $232.0K | 0.06% | 0.0% |
| 318 | M&T BANK#318 · 4,135 sh | 4,135 | $231.8K | <0.01% | -1.0% |
| 319 | Belpointe Asset Management#319 · 4,113 sh | 4,113 | $230.5K | <0.01% | +1.3% |
| 320 | BRIGHTON JONES#320 · 4,102 sh | 4,102 | $229.9K | <0.01% | New |
| 321 | Empowered Funds#321 · 4,041 sh | 4,041 | $226.5K | <0.01% | 0.0% |
| 322 | PANAGORA ASSET MANAGEMENT#322 · 4,017 sh | 4,017 | $225.1K | <0.01% | -2.9% |
| 323 | PROFUND ADVISORS#323 · 3,993 sh | 3,993 | $223.8K | <0.01% | +9.6% |
| 324 | Beacon Pointe Advisors#324 · 3,969 sh | 3,969 | $222.4K | <0.01% | -1.2% |
| 325 | HOHIMER WEALTH MANAGEMENT#325 · 3,904 sh | 3,904 | $218.8K | 0.02% | +0.5% |
| 326 | Bayforest Capital Ltd#326 · 3,830 sh | 3,830 | $214.6K | 0.20% | New |
| 327 | Farther Finance Advisors#327 · 3,803 sh | 3,803 | $213.9K | — | +21.7% |
| 328 | SBI Securities , Ltd.#328 · 3,813 sh | 3,813 | $213.7K | — | -0.5% |
| 329 | Ellevest#329 · 3,764 sh | 3,764 | $209.2K | 0.02% | -9.1% |
| 330 | Wood Tarver Financial Group#330 · 3,722 sh | 3,722 | $208.0K | 0.05% | 0.0% |
| 331 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#331 · 3,628 sh | 3,628 | $203.3K | <0.01% | -9.1% |
| 332 | Lido Advisors#332 · 3,565 sh | 3,565 | $201.9K | <0.01% | -13.7% |
| 333 | Virtus Investment Advisers#333 · 3,562 sh | 3,562 | $199.6K | 0.05% | +2.1% |
| 334 | Rockefeller Capital Management L.P.#334 · 3,436 sh | 3,436 | $192.6K | <0.01% | -8.3% |
| 335 | JONES FINANCIAL COMPANIES LLLP#335 · 3,114 sh | 3,114 | $179.4K | <0.01% | +17.6% |
| 336 | KBC Group NV#336 · 2,985 sh | 2,985 | $167.0K | — | 0.0% |
| 337 | US BANCORP \DE\#337 · 2,786 sh | 2,786 | $156.1K | <0.01% | +2.7% |
| 338 | ATWOOD & PALMER#338 · 2,680 sh | 2,680 | $150.2K | — | 0.0% |
| 339 | BNP Paribas Asset Management Holding S.A.#339 · 2,645 sh | 2,645 | $148.2K | <0.01% | -12.5% |
| 340 | SUMMIT SECURITIES GROUP#340 · 2,424 sh | 2,424 | $135.8K | 0.01% | New |
| 341 | SIGNATUREFD#341 · 2,420 sh | 2,420 | $135.6K | — | -2.4% |
| 342 | Bullock Wealth Management Group#342 · 2,399 sh | 2,399 | $134.8K | — | +0.4% |
| 343 | UMB Bank, n.a.#343 · 2,266 sh | 2,266 | $127.0K | <0.01% | -1.1% |
| 344 | HUNTINGTON NATIONAL BANK#344 · 2,145 sh | 2,145 | $120.2K | <0.01% | +3.4% |
| 345 | Nykredit A/S#345 · 2,131 sh | 2,131 | $119.4K | <0.01% | — |
| 346 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#346 · 1,622 sh | 1,622 | $90.9K | <0.01% | +4.4% |
| 347 | Palouse Capital Management#347 · 1,618 sh | 1,618 | $90.7K | 0.06% | 0.0% |
| 348 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#348 · 1,552 sh | 1,552 | $87.2K | <0.01% | 0.0% |
| 349 | IFP Advisors#349 · 1,386 sh | 1,386 | $77.7K | — | +7.9% |
| 350 | BESSEMER GROUP#350 · 1,389 sh | 1,389 | $77.0K | <0.01% | +7.8% |
| 351 | ZRC WEALTH MANAGEMENT#351 · 1,216 sh | 1,216 | $68.1K | — | 0.0% |
| 352 | Smartleaf Asset Management#352 · 1,196 sh | 1,196 | $68.1K | <0.01% | 0.0% |
| 353 | Pinnacle Wealth Planning Services#353 · 1,118 sh | 1,118 | $62.7K | <0.01% | 0.0% |
| 354 | Daiwa Securities Group#354 · 1,110 sh | 1,110 | $62.2K | <0.01% | New |
| 355 | Plato Investment Management Ltd#355 · 1,071 sh | 1,071 | $59.7K | <0.01% | 0.0% |
| 356 | Parallel Advisors#356 · 998 sh | 998 | $55.9K | <0.01% | +1.3% |
| 357 | EverSource Wealth Advisors#357 · 946 sh | 946 | $53.0K | <0.01% | -10.1% |
| 358 | ACTION POINT FINANCIAL PLANNING#358 · 905 sh | 905 | $50.6K | <0.01% | New |
| 359 | Halbert, Hargrove/Russell#359 · 900 sh | 900 | $50.4K | — | 0.0% |
| 360 | Newbridge Financial Services Group#360 · 898 sh | 898 | $50.3K | — | 0.0% |
| 361 | Roxbury Financial#361 · 885 sh | 885 | $49.6K | — | +72.9% |
| 362 | Heritage Wealth Advisors#362 · 800 sh | 800 | $44.8K | <0.01% | +14.3% |
| 363 | BROWN, LISLE/CUMMINGS#363 · 786 sh | 786 | $44.0K | — | 0.0% |
| 364 | Crews Bank#364 · 748 sh | 748 | $41.9K | <0.01% | 0.0% |
| 365 | SJS Investment Consulting#365 · 740 sh | 740 | $41.5K | — | +4525.0% |
| 366 | Kemnay Advisory Services#366 · 727 sh | 727 | $40.7K | <0.01% | -9.7% |
| 367 | Essential Partners#367 · 686 sh | 686 | $38.4K | — | +67.3% |
| 368 | Planning Strategies#368 · 661 sh | 661 | $37.0K | — | — |
| 369 | Optiver Holding B.V.#369 · 655 sh | 655 | $36.7K | 0.00% | +61.3% |
| 370 | Parkside Financial Bank#370 · 650 sh | 650 | $36.4K | <0.01% | +96.4% |
| 371 | Versant Capital Management#371 · 645 sh | 645 | $36.1K | — | 0.0% |
| 372 | Tradewinds Capital Management#372 · 623 sh | 623 | $34.9K | — | 0.0% |
| 373 | POM Investment Strategies#373 · 600 sh | 600 | $33.6K | — | 0.0% |
| 374 | Medallion Wealth Advisors#374 · 600 sh | 600 | $33.6K | 0.01% | 0.0% |
| 375 | HARBOR CAPITAL ADVISORS#375 · 586 sh | 586 | $33.0K | — | -6.1% |
| 376 | ASSETMARK#376 · 539 sh | 539 | $30.2K | — | +97.4% |
| 377 | Princeton Global Asset Management#377 · 535 sh | 535 | $30.0K | — | -16.5% |
| 378 | CENTRAL#378 · 518 sh | 518 | $29.0K | <0.01% | -36.7% |
| 379 | SHP Wealth Management#379 · 470 sh | 470 | $26.3K | <0.01% | 0.0% |
| 380 | Private Wealth Asset Management#380 · 440 sh | 440 | $24.7K | <0.01% | 0.0% |
| 381 | NOMURA ASSET MANAGEMENT LTD#381 · 410 sh | 410 | $23.0K | 0.00% | -51.2% |
| 382 | FNY Investment Advisers#382 · 400 sh | 400 | $22.0K | — | 0.0% |
| 383 | Covestor Ltd#383 · 385 sh | 385 | $22.0K | 0.01% | +160.1% |
| 384 | MassMutual Private Wealth & , FSB#384 · 382 sh | 382 | $21.4K | — | 0.0% |
| 385 | GODSEY & GIBB#385 · 351 sh | 351 | $19.7K | — | 0.0% |
| 386 | MOTCO#386 · 350 sh | 350 | $19.6K | <0.01% | 0.0% |
| 387 | VISION FINANCIAL MARKETS#387 · 320 sh | 320 | $17.9K | — | 0.0% |
| 388 | WPG Advisers#388 · 306 sh | 306 | $17.1K | 0.01% | +255.8% |
| 389 | TOMPKINS FINANCIAL#389 · 300 sh | 300 | $16.8K | — | 0.0% |
| 390 | PFS Partners#390 · 300 sh | 300 | $16.8K | — | 0.0% |
| 391 | James T. Borello RIA#391 · 282 sh | 282 | $15.8K | — | 0.0% |
| 392 | TIAA Wealth Investment Management#392 · 278 sh | 278 | $15.6K | <0.01% | New |
| 393 | TOKIO MARINE ASSET MANAGEMENT LTD#393 · 273 sh | 273 | $15.3K | — | New |
| 394 | True Wealth Design#394 · 227 sh | 227 | $12.7K | — | +1094.7% |
| 395 | Quent Capital#395 · 212 sh | 212 | $11.9K | <0.01% | +8.2% |
| 396 | OF VERMONT#396 · 201 sh | 201 | $11.3K | — | — |
| 397 | Anchor Investment Management#397 · 200 sh | 200 | $11.2K | <0.01% | 0.0% |
| 398 | Byrne Asset Management#398 · 200 sh | 200 | $11.2K | — | 0.0% |
| 399 | USA FINANCIAL FORMULAS#399 · 199 sh | 199 | $11.2K | <0.01% | — |
| 400 | Eurizon Capital SGR S.p.A.#400 · 189 sh | 189 | $10.8K | 0.00% | 0.0% |
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.