NewJersey Resources Corporation (NJR) Ownership

51.04 ↑1.19 (2.39%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of NewJersey Resources Corporation (NJR), owning a total of 16.6 million shares. Combined, the top 29 institutional holders of NJR own 67.84% of the company with a total of 67.3 million shares.

In the latest ownership report on September 30th 2024, the top 29 institutional holders increased their combined ownership of NJR by 1.1 million shares. 4 institutions bought 1,389,362 total additional shares and increased their ownership by an average of 49.18%. However 4 institutions sold 326,005 total shares and decreased their ownership by an average of 3.09%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of NewJersey Resources Corporation increased by a net total of 1,063,357 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.636%	-1.996%	11,539,559	-235,050	2024-09-30
Dimensional Fund Advisors, Inc.	3.119%	4.613%	3,093,166	136,394	2024-09-30
ProShare Advisors LLC	1.759%	96.823%	1,744,102	857,973	2024-09-30
Charles Schwab Investment Management Inc	1.238%	2.828%	1,227,815	33,772	2024-09-30
Northern Trust Corp	1.149%	-0.577%	1,139,820	-6,609	2024-09-30
FMR Inc	0.817%	-7.063%	810,513	-61,595	2024-09-30
Massachusetts Financial Services Company	0.815%	-2.739%	807,899	-22,751	2024-09-30
ExodusPoint Capital Management, LP	0.758%	92.447%	751,958	361,223	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	16.730%	-0.920%	16,590,521	-154,043	2024-06-30
Vanguard Group Inc	11.636%	-1.996%	11,539,559	-235,050	2024-09-30
State Street Corporation	5.498%	2.826%	5,452,638	149,830	2024-03-31
State Street Corp	5.092%	-7.395%	5,049,443	-403,195	2024-06-30
Dimensional Fund Advisors, Inc.	3.119%	4.613%	3,093,166	136,394	2024-09-30
Wells Fargo & Co	2.610%	-0.855%	2,588,248	-22,317	2024-06-30
Geode Capital Management, LLC	2.351%	6.591%	2,331,599	144,181	2024-06-30
Morgan Stanley - Brokerage Accounts	1.969%	-9.912%	1,952,508	-214,816	2024-06-30
ProShare Advisors LLC	1.759%	96.823%	1,744,102	857,973	2024-09-30
First Trust Advisors L.P.	1.318%	-11.546%	1,306,701	-170,565	2024-06-30
Bank of New York Mellon Corp	1.295%	3.223%	1,284,245	40,094	2024-06-30
Charles Schwab Investment Management Inc	1.238%	2.828%	1,227,815	33,772	2024-09-30
NORGES BANK	1.188%	57.270%	1,178,403	429,115	2024-06-30
Northern Trust Corp	1.149%	-0.577%	1,139,820	-6,609	2024-09-30
Neuberger Berman Group LLC	1.106%	55.904%	1,096,351	393,128	2024-06-30
Duff & Phelps Inv Mgmt Co (IL)	0.883%	0.000%	875,590	0	2024-06-30
Wellington Management Company LLP	0.830%	12.666%	819,693	92,152	2023-12-31
FMR Inc	0.817%	-7.063%	810,513	-61,595	2024-09-30
Massachusetts Financial Services Company	0.815%	-2.739%	807,899	-22,751	2024-09-30
ExodusPoint Capital Management, LP	0.758%	92.447%	751,958	361,223	2024-09-30
Goldman Sachs Group Inc	0.736%	18.489%	729,694	113,861	2024-06-30
Amvescap Plc.	0.738%	-0.312%	728,213	-2,281	2023-12-31
Nuveen Asset Management, LLC	0.721%	2.394%	712,260	16,651	2023-12-31
Segall Bryant & Hamill	0.693%	3.308%	671,050	21,485	2022-09-30
AQR Capital Management LLC	0.624%	39.910%	618,379	176,396	2024-06-30
Millennium Management LLC	0.550%	6.223%	545,422	31,954	2024-03-31
Ameriprise Financial Inc	0.551%	-4.590%	544,724	-26,204	2024-03-31
Energy Income Partners, LLC	0.544%	54.878%	537,636	190,500	2024-03-31
JPMorgan Chase & Co	0.527%	-2.222%	522,457	-11,874	2024-06-30

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of NewJersey Resources Corporation (NJR), owning a total of 3.1 million shares. Combined, the top 29 mutual fund holders of NJR own 35.63% of the company with a total of 35.2 million shares.

In the latest ownership report on October 31st 2024, the top 29 fund holders increased their combined ownership of NJR by 8 thousand shares. 4 funds bought 62,048 total additional shares and increased their ownership by an average of 1.30%. However 8 funds sold 54,225 total shares and decreased their ownership by an average of 0.73%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding NewJersey Resources Corporation increased by a net total of 7,823 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.149%	0.054%	3,122,376	1,696	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.130%	-0.427%	3,103,555	-13,314	2024-10-31
iShares Russell 2000 ETF	2.581%	-0.224%	2,559,147	-5,754	2024-10-31
Vanguard Small Cap Index	2.507%	0.195%	2,486,564	4,850	2024-10-31
iShares Select Dividend ETF	2.147%	-0.034%	2,129,243	-715	2024-10-31
Vanguard Small Cap Value Index Inv	1.694%	-0.035%	1,680,333	-580	2024-10-31
SPDR® S&P Dividend ETF	1.227%	4.565%	1,216,323	53,098	2024-10-31
First Trust Value Line® Dividend ETF	0.981%	-0.047%	972,667	-454	2024-10-31
iShares Russell 2000 Value ETF	0.943%	0.000%	934,838	0	2024-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.787%	-1.450%	779,996	-11,477	2024-10-31
ProShares S&P MidCap 400 Dividend Arst	0.698%	0.000%	691,788	0	2024-10-31
Vanguard Utilities ETF	0.631%	0.386%	625,452	2,404	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.592%	-3.533%	587,070	-21,500	2024-10-31
iShares S&P Mid-Cap 400 Value ETF	0.544%	-0.080%	538,944	-431	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.149%	0.054%	3,122,376	1,696	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.130%	-0.427%	3,103,555	-13,314	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.089%	2.802%	3,013,343	82,132	2023-03-31
iShares Russell 2000 ETF	2.581%	-0.224%	2,559,147	-5,754	2024-10-31
Vanguard Small Cap Index	2.507%	0.195%	2,486,564	4,850	2024-10-31
iShares Select Dividend ETF	2.147%	-0.034%	2,129,243	-715	2024-10-31
Vanguard Small Cap Value Index Inv	1.694%	-0.035%	1,680,333	-580	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.473%	-3.760%	1,460,878	-57,071	2024-09-30
Vanguard Extended Market Index Investor	1.357%	-0.017%	1,323,463	-218	2023-08-31
SPDR® S&P Dividend ETF	1.227%	4.565%	1,216,323	53,098	2024-10-31
Fidelity Small Cap Index	1.015%	-2.397%	1,006,635	-24,716	2024-08-31
First Trust Value Line® Dividend ETF	0.981%	-0.047%	972,667	-454	2024-10-31
Fidelity® Small Cap Index	0.958%	2.730%	936,821	24,893	2023-10-31
iShares Russell 2000 Value ETF	0.943%	0.000%	934,838	0	2024-10-31
DNP Select Income	0.883%	0.000%	875,590	0	2024-07-31
SPDR® S&P US Dividend Aristocrats ETFDis	0.802%	-7.487%	782,547	-63,329	2023-07-31
SPDR® S&P MIDCAP 400 ETF Trust	0.787%	-1.450%	779,996	-11,477	2024-10-31
ProShares S&P MidCap 400 Dividend Arst	0.698%	0.000%	691,788	0	2024-10-31
Vanguard Utilities ETF	0.631%	0.386%	625,452	2,404	2024-10-31
MFS New Discovery Value I	0.621%	-1.121%	615,383	-6,975	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.592%	-3.533%	587,070	-21,500	2024-10-31
Fidelity Extended Market Index	0.582%	-2.020%	577,437	-11,907	2024-09-30
DFA US Small Cap Value I	0.566%	8.142%	561,534	42,278	2024-08-31
DFA US Small Cap I	0.553%	0.000%	547,914	0	2024-09-30
iShares S&P Mid-Cap 400 Value ETF	0.544%	-0.080%	538,944	-431	2024-10-31
Vanguard Dividend Appreciation ETF	0.534%	0.084%	527,770	442	2024-05-31
Fidelity® Extended Market Index	0.534%	0.769%	522,258	3,984	2023-11-30
FIAM Small Cap Core CIT Cl B	0.529%	-1.621%	516,000	-8,500	2023-06-30
FIAM Small Cap Core Composite	0.528%	1.755%	516,000	8,900	2023-06-30