NEW JERSEY RESOURCES CORP - COMMON STOCK (NJR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
NJR on NYSE
Shares outstanding
100,632,245
Price per share
$46.12
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
76,961,082
Total reported value
$3,552,090,264
% of total 13F portfolios
0%
Share change
+705,656
Value change
+$28,831,072
Number of holders
404
Price from insider filings
$46.12
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of NEW JERSEY RESOURCES CORP - COMMON STOCK (NJR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 15% $758,398,483 15,358,414 BlackRock, Inc. 31 Mar 2025
VANGUARD GROUP INC 11% $546,120,579 11,059,550 The Vanguard Group 31 Mar 2025
STATE STREET CORP 4.9% $237,426,687 4,930,980 STATE STREET CORPORATION 30 Sep 2025

As of 31 Dec 2025, 404 institutional investors reported holding 76,961,082 shares of NEW JERSEY RESOURCES CORP - COMMON STOCK (NJR). This represents 76% of the company’s total 100,632,245 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of NEW JERSEY RESOURCES CORP - COMMON STOCK (NJR) together control 61% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 18% 17,834,813 +0.7% 0.01% $822,541,538
VANGUARD GROUP INC 11% 10,912,990 -0.97% 0.01% $503,307,099
STATE STREET CORP 4.9% 4,907,588 -0.47% 0.01% $228,622,090
DIMENSIONAL FUND ADVISORS LP 3.9% 3,934,165 +10% 0.04% $181,445,672
WELLS FARGO & COMPANY/MN 2.7% 2,684,325 -1.8% 0.02% $123,801,049
GEODE CAPITAL MANAGEMENT, LLC 2.6% 2,629,373 +0.4% 0.01% $121,284,674
Energy Income Partners, LLC 1.8% 1,846,224 +94% 1.5% $85,147,851
NEUBERGER BERMAN GROUP LLC 1.5% 1,483,272 +0.33% 0.05% $68,423,302
NORGES BANK 1.3% 1,302,576 0.01% $60,074,805
MORGAN STANLEY 1.3% 1,283,533 +19% 0% $59,196,646
NORTHERN TRUST CORP 1.2% 1,248,878 -6.5% 0.01% $57,598,255
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 1,210,076 -1.9% 0.01% $55,808,705
Bank of New York Mellon Corp 1.1% 1,080,900 -4.7% 0.01% $49,851,086
FIRST TRUST ADVISORS LP 1.1% 1,066,265 -8% 0.04% $49,176,145
ProShare Advisors LLC 0.87% 871,644 -4.9% 0.07% $40,200,222
ROYAL LONDON ASSET MANAGEMENT LTD 0.81% 813,871 +3.2% 0.08% $37,535,731
FMR LLC 0.81% 811,515 -0.04% 0% $37,427,064
AQR CAPITAL MANAGEMENT LLC 0.78% 787,628 +44% 0.02% $36,325,402
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.78% 786,034 0% 0.05% $36,252,000
Bragg Financial Advisors, Inc 0.74% 744,279 +38% 1.1% $34,326,148
Qube Research & Technologies Ltd 0.69% 694,989 +17% 0.05% $32,052,893
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.69% 690,179 +1.8% 0.01% $31,831,055
GOLDMAN SACHS GROUP INC 0.63% 638,900 -24% 0% $29,466,050
VICTORY CAPITAL MANAGEMENT INC 0.61% 610,054 -0.02% 0.02% $28,135,691
JPMORGAN CHASE & CO 0.6% 602,034 -12% 0% $27,765,811

Institutional Holders of NEW JERSEY RESOURCES CORP - COMMON STOCK (NJR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 76,961,082 $3,552,090,264 +$28,831,072 $46.12 404
2025 Q3 75,649,069 $3,644,467,777 -$23,908,399 $48.15 407
2025 Q2 76,316,292 $3,422,904,394 +$90,892,463 $44.82 393
2025 Q1 74,192,705 $3,642,326,286 -$3,404,814 $49.06 397
2024 Q4 74,302,733 $3,468,755,249 +$71,330,767 $46.65 391
2024 Q3 72,692,910 $3,432,723,080 +$64,508,675 $47.20 361
2024 Q2 71,578,167 $3,061,614,802 +$7,491,262 $42.74 334
2024 Q1 71,449,330 $3,068,028,351 +$61,677,391 $42.91 334
2023 Q4 70,079,967 $3,126,127,495 -$16,562,675 $44.58 321
2023 Q3 70,588,602 $2,870,470,436 -$76,225,662 $40.63 320
2023 Q2 72,165,839 $3,412,232,747 -$82,546,689 $47.20 338
2023 Q1 73,792,105 $3,929,623,620 +$42,557,487 $53.20 320
2022 Q4 72,834,438 $3,617,638,068 +$58,455,899 $49.62 311
2022 Q3 72,241,812 $2,800,665,243 +$31,511,692 $38.70 282
2022 Q2 71,707,894 $3,196,670,230 +$79,557,359 $44.53 280
2022 Q1 69,782,127 $3,202,378,078 +$30,213,731 $45.86 288
2021 Q4 69,109,510 $2,838,788,245 +$90,378,303 $41.06 275
2021 Q3 66,827,378 $2,329,640,170 -$67,847,578 $34.81 252
2021 Q2 68,691,025 $2,721,257,977 -$10,007,310 $39.57 261
2021 Q1 68,988,571 $2,750,683,410 -$93,557,333 $39.87 268
2020 Q4 71,461,979 $2,542,137,486 +$63,294,140 $35.55 262
2020 Q3 69,816,961 $1,889,316,526 +$38,495,708 $27.02 245
2020 Q2 68,485,692 $2,237,647,750 +$9,540,592 $32.65 257
2020 Q1 67,990,159 $2,312,391,778 -$17,145,853 $33.97 241
2019 Q4 67,688,666 $3,021,060,180 +$256,889,066 $44.57 282
2019 Q3 61,587,611 $2,786,707,304 +$26,418,590 $45.22 259
2019 Q2 60,849,058 $3,030,567,898 +$88,815,893 $49.77 260
2019 Q1 59,607,608 $2,969,673,710 +$918,255 $49.79 263
2018 Q4 59,630,918 $2,724,791,693 +$37,581,961 $45.67 270
2018 Q3 58,686,389 $2,705,209,964 -$11,791,120 $46.10 266
2018 Q2 58,978,133 $2,639,348,794 +$40,382,835 $44.75 266
2018 Q1 58,142,423 $2,331,525,323 +$77,110,801 $40.10 259
2017 Q4 56,171,249 $2,257,906,940 +$22,627,808 $40.20 270
2017 Q3 55,278,292 $2,330,288,305 -$10,513,672 $42.15 247
2017 Q2 55,553,757 $2,205,736,778 -$25,516,544 $39.70 248
2017 Q1 56,217,598 $2,226,308,401 +$537,586,425 $39.60 233
2016 Q4 53,943,317 $1,915,199,210 +$56,179,048 $35.50 250
2016 Q3 52,134,705 $1,711,985,034 -$23,476,303 $32.86 238
2016 Q2 52,796,368 $2,034,710,476 +$44,064,833 $38.55 243
2016 Q1 51,809,688 $1,887,169,363 +$51,375,591 $36.43 252
2015 Q4 50,335,466 $1,659,488,939 +$14,507,992 $32.96 239
2015 Q3 50,193,536 $1,507,161,189 +$2,231,866 $30.03 232
2015 Q2 50,159,104 $1,381,869,063 -$37,722,240 $27.55 230
2015 Q1 51,141,252 $1,588,572,621 +$785,647,073 $31.06 234
2014 Q4 25,611,814 $1,568,210,580 +$7,966,580 $61.20 228
2014 Q3 25,413,636 $1,283,652,109 -$35,549,054 $50.51 216
2014 Q2 26,107,440 $1,492,025,533 +$131,041,795 $57.16 224
2014 Q1 23,922,954 $1,191,187,413 +$33,940,488 $49.80 198