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NJR — NEW JERSEY RES CORP

Reported value held$2.69B
Funds holding (latest)43
SectorUtilities
Funds holding (Q2 2026)32
Institutional value$2.12B · 38.01M sh
New / Add / Cut / Exit3 / 15 / 12 / 3
Top-5 / Top-10 concentration71.3% / 86.9%
Institutional holdings change Accumulating +12.2% (+4.13M sh)
Institutional value change Up +14.5%

As of Q2 2026, 32 SEC-registered investment managers reported holding NJR (NEW JERSEY RES CORP) in their latest 13F filings, with a combined reported value of $2.12B across 38.01M shares. That is +12.2% by share count (+4.13M shares) versus the previous quarter, while reported value moved +14.5%. Ownership is concentrated: the five largest holders account for 71.3% of reported value and the top ten for 86.9%.

Compared with the prior quarter, 3 opened new positions, 15 added to existing stakes, 12 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

NJR is classified in the Utilities sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 32 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 17.99M $1.01B 0.02% Add
Geode Capital Management history 3.09M $173.44M 0.01% Add
Wells Fargo & Co history 2.34M $131.31M 0.02% Reduce
AQR Capital Management history 1.89M $105.79M 0.04% Add
Morgan Stanley history 1.70M $95.23M 0.01% Add
Northern Trust Corp history 1.35M $75.81M 0.01% Add
Norges Bank Investment Management history 1.25M $70.14M 0.01% Reduce
Charles Schwab Investment Management history 1.20M $67.29M 0.01% Hold
JPMorgan Chase & Co history 1.06M $60.77M 0.01% New
BNY Mellon history 1.03M $57.72M 0.01% Reduce
Fidelity Management & Research (FMR) history 846.23K $47.42M 0.00% Add
CDPQ (Caisse de Depot) history 533.63K $29.90M 0.04% New
UBS Group AG history 471.60K $26.43M 0.00% Add
Invesco Ltd history 454.44K $25.47M 0.00% Reduce
Goldman Sachs Group history 429.42K $24.06M 0.00% Reduce
Bank of America Corp history 403.78K $22.63M 0.00% Add
Legal & General Investment Management America history 313.05K $17.54M 0.00% Add
Wellington Management Group history 275.35K $15.43M 0.00% Reduce
Principal Global Investors history 230.22K $12.90M 0.01% Add
Two Sigma Investments history 190.41K $10.67M 0.01% Reduce
Prudential Financial history 146.75K $8.22M 0.01% Add
Citigroup Inc history 138.48K $7.76M 0.00% Add
Deutsche Bank AG history 129.04K $7.23M 0.00% Reduce
Manulife Financial history 94.99K $5.32M 0.00% Hold
Franklin Resources history 92.98K $5.21M 0.00% Reduce
Millennium Management history 63.84K $3.58M 0.00% Add
Bridgewater Associates history 59.05K $3.31M 0.01% New
PNC Financial Services history 40.63K $2.28M 0.00% Reduce
Amundi US history 40.06K $2.24M 0.00% Add
D. E. Shaw & Co history 7.15K $400.69K 0.00% Reduce
Citadel Advisors history 5.40K $302.62K 0.00% Reduce
T. Rowe Price Associates history 130.44K $7.31K 0.00% Add

Q1 2026 — 31 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 17.38M $954.61M 0.02% Reduce
Geode Capital Management history 2.60M $142.90M 0.01% Reduce
Wells Fargo & Co history 2.47M $135.57M 0.03% Reduce
Morgan Stanley history 1.30M $71.66M 0.00% Add
Northern Trust Corp history 1.30M $71.12M 0.01% Add
Charles Schwab Investment Management history 1.20M $65.68M 0.01% Reduce
AQR Capital Management history 1.16M $63.90M 0.03% Add
BNY Mellon history 1.06M $58.38M 0.01% Reduce
Fidelity Management & Research (FMR) history 798.53K $43.86M 0.00% Reduce
MFS Investment Management history 655.43K $36.00M 0.01% Reduce
Goldman Sachs Group history 571.48K $31.39M 0.00% Reduce
Invesco Ltd history 508.50K $27.93M 0.00% Reduce
UBS Group AG history 462.13K $25.38M 0.00% Reduce
Two Sigma Investments history 457.47K $25.12M 0.02% Reduce
Bank of America Corp history 377.38K $20.73M 0.00% Add
Legal & General Investment Management America history 291.91K $16.03M 0.00% Add
Wellington Management Group history 286.00K $15.71M 0.00% Reduce
Principal Global Investors history 226.63K $12.45M 0.01% Add
Deutsche Bank AG history 135.21K $7.43M 0.00% Add
Franklin Resources history 95.79K $5.26M 0.00% Add
Manulife Financial history 95.27K $5.23M 0.01% Reduce
Citadel Advisors history 68.98K $3.79M 0.00% Reduce
Prudential Financial history 64.42K $3.54M 0.00% Add
Citigroup Inc history 44.59K $2.45M 0.00% Add
Janus Henderson Group history 42.96K $2.36M 0.00% Hold
PNC Financial Services history 42.88K $2.35M 0.00% Reduce
Millennium Management history 28.18K $1.55M 0.00% Reduce
D. E. Shaw & Co history 27.47K $1.51M 0.00% Add
Amundi US history 15.44K $847.87K 0.00% Add
Lazard Asset Management history 4.12K $226.16K 0.00% New
T. Rowe Price Associates history 111.17K $6.11K 0.00% Add

Q4 2025 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 17.83M $822.54M 0.01% Add
Vanguard Group history 10.91M $503.31M 0.01% Reduce
Wells Fargo & Co history 2.68M $123.80M 0.02% Reduce
Geode Capital Management history 2.63M $121.28M 0.01% Hold
Norges Bank Investment Management history 1.30M $60.07M 0.01% Add
Morgan Stanley history 1.28M $59.20M 0.00% Add
Northern Trust Corp history 1.25M $57.60M 0.01% Reduce
Charles Schwab Investment Management history 1.21M $55.81M 0.01% Reduce
BNY Mellon history 1.08M $49.85M 0.01% Reduce
Fidelity Management & Research (FMR) history 811.51K $37.43M 0.00% Hold
AQR Capital Management history 787.63K $36.33M 0.02% Add
MFS Investment Management history 690.18K $31.83M 0.01% Add
Goldman Sachs Group history 638.90K $29.47M 0.00% Reduce
JPMorgan Chase & Co history 602.03K $27.77M 0.00% Reduce
UBS Group AG history 529.17K $24.41M 0.00% Reduce
Invesco Ltd history 519.94K $23.98M 0.00% Add
Two Sigma Investments history 476.15K $21.96M 0.03% Add
Citadel Advisors history 427.93K $19.74M 0.00% Add
Wellington Management Group history 300.47K $13.86M 0.00% Add
Bank of America Corp history 274.65K $12.67M 0.00% Reduce
Principal Global Investors history 217.62K $10.04M 0.01% Reduce
Legal & General Investment Management America history 164.59K $7.59M 0.00% Reduce
Deutsche Bank AG history 127.79K $5.89M 0.00% Reduce
Manulife Financial history 100.04K $4.61M 0.00% Reduce
Franklin Resources history 92.25K $4.25M 0.00% Add
Balyasny Asset Management history 69.30K $3.20M 0.00% New
PNC Financial Services history 46.53K $2.15M 0.00% Add
Millennium Management history 44.90K $2.07M 0.00% Reduce
Janus Henderson Group history 42.96K $1.98M 0.00% Hold
Citigroup Inc history 40.46K $1.87M 0.00% Add
D. E. Shaw & Co history 13.80K $636.46K 0.00% Reduce
Amundi US history 11.47K $529.10K 0.00% New
CPP Investments history 9.90K $456.59K 0.00% New
Prudential Financial history 7.96K $366.88K 0.00% Reduce
T. Rowe Price Associates history 94.11K $4.34K 0.00% Add

Q3 2025 — 34 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 17.71M $852.76M 0.02% Reduce
Vanguard Group history 11.02M $530.61M 0.01% Hold
Wells Fargo & Co history 2.73M $131.55M 0.03% Add
Geode Capital Management history 2.62M $126.12M 0.01% Add
Northern Trust Corp history 1.34M $64.30M 0.01% Add
Charles Schwab Investment Management history 1.23M $59.40M 0.01% Reduce
BNY Mellon history 1.13M $54.62M 0.01% Reduce
Morgan Stanley history 1.08M $51.77M 0.00% Reduce
Goldman Sachs Group history 843.20K $40.60M 0.01% Add
Fidelity Management & Research (FMR) history 811.85K $39.09M 0.00% Reduce
JPMorgan Chase & Co history 687.12K $33.09M 0.00% Add
MFS Investment Management history 677.84K $32.64M 0.01% Reduce
Millennium Management history 677.35K $32.61M 0.01% Add
UBS Group AG history 602.38K $29.00M 0.01% Reduce
AQR Capital Management history 548.74K $26.32M 0.02% Add
Invesco Ltd history 487.82K $23.49M 0.00% Add
Bank of America Corp history 397.64K $19.15M 0.00% Reduce
Two Sigma Investments history 392.26K $18.89M 0.03% Add
Wellington Management Group history 297.15K $14.31M 0.00% Add
Principal Global Investors history 226.46K $10.90M 0.01% Reduce
Legal & General Investment Management America history 215.66K $10.38M 0.00% Reduce
Point72 Asset Management history 171.48K $8.26M 0.01% Reduce
Deutsche Bank AG history 150.91K $7.27M 0.00% Add
Manulife Financial history 104.45K $5.03M 0.00% Reduce
Franklin Resources history 91.33K $4.40M 0.00% Add
Citadel Advisors history 52.45K $2.53M 0.00% Reduce
Prudential Financial history 53.29K $2.52M 0.00% Reduce
Renaissance Technologies history 43.10K $2.08M 0.00% Reduce
Janus Henderson Group history 42.96K $2.07M 0.00% Hold
Citigroup Inc history 39.92K $1.92M 0.00% Reduce
PNC Financial Services history 35.87K $1.73M 0.00% Add
D. E. Shaw & Co history 18.93K $911.72K 0.00% Reduce
Ontario Teachers Pension Plan history 11.27K $542.60K 0.01% Add
T. Rowe Price Associates history 89.08K $4.29K 0.00% Add

Q2 2025 — 38 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 18.09M $810.75M 0.02% Add
Vanguard Group history 11.06M $495.77M 0.01% Hold
Wells Fargo & Co history 2.65M $118.77M 0.03% Add
Geode Capital Management history 2.55M $114.10M 0.01% Add
Northern Trust Corp history 1.32M $59.20M 0.01% Add
Morgan Stanley history 1.26M $56.57M 0.00% Reduce
Charles Schwab Investment Management history 1.24M $55.75M 0.01% Reduce
Norges Bank Investment Management history 1.18M $52.67M 0.01% Reduce
BNY Mellon history 1.15M $51.49M 0.01% Reduce
Fidelity Management & Research (FMR) history 884.48K $39.64M 0.00% Reduce
MFS Investment Management history 702.04K $31.47M 0.01% Reduce
JPMorgan Chase & Co history 670.09K $30.03M 0.00% Add
UBS Group AG history 608.12K $27.26M 0.01% Add
Goldman Sachs Group history 569.69K $25.53M 0.00% Reduce
Invesco Ltd history 465.92K $20.88M 0.00% Add
Bank of America Corp history 460.30K $20.63M 0.00% Add
AQR Capital Management history 327.18K $14.64M 0.01% Reduce
Renaissance Technologies history 314.20K $14.08M 0.02% Add
Wellington Management Group history 293.02K $13.13M 0.00% Reduce
Point72 Asset Management history 288.69K $12.94M 0.03% Reduce
Principal Global Investors history 230.31K $10.32M 0.01% Reduce
Legal & General Investment Management America history 227.14K $10.18M 0.00% Add
Two Sigma Investments history 192.24K $8.62M 0.02% Add
Marshall Wace history 150.21K $6.73M 0.01% New
Citadel Advisors history 147.13K $6.59M 0.00% Add
Balyasny Asset Management history 117.56K $5.27M 0.01% Reduce
Deutsche Bank AG history 114.29K $5.12M 0.00% Reduce
Manulife Financial history 109.90K $4.93M 0.00% Reduce
Prudential Financial history 104.48K $4.68M 0.01% Reduce
Franklin Resources history 89.28K $4.00M 0.00% Reduce
D. E. Shaw & Co history 75.72K $3.39M 0.00% Add
Millennium Management history 68.03K $3.05M 0.00% Reduce
Citigroup Inc history 53.03K $2.38M 0.00% Reduce
Janus Henderson Group history 42.96K $1.93M 0.00% Hold
PNC Financial Services history 35.21K $1.58M 0.00% Hold
Ontario Teachers Pension Plan history 9.65K $432.42K 0.01% New
T. Rowe Price Associates history 84.81K $3.80K 0.00% Add
Lazard Asset Management history 60.89K $2.73K 0.00% New

Q1 2025 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 17.75M $870.68M 0.02% Add
Vanguard Group history 11.06M $542.58M 0.01% Reduce
Wells Fargo & Co history 2.59M $126.91M 0.03% Hold
Geode Capital Management history 2.53M $124.07M 0.01% Add
Morgan Stanley history 1.30M $63.60M 0.01% Add
Northern Trust Corp history 1.28M $62.99M 0.01% Reduce
Charles Schwab Investment Management history 1.27M $62.53M 0.01% Add
BNY Mellon history 1.18M $58.00M 0.01% Reduce
Millennium Management history 1.06M $52.18M 0.03% Reduce
Fidelity Management & Research (FMR) history 912.41K $44.76M 0.00% Add
MFS Investment Management history 737.03K $36.16M 0.01% Reduce
Goldman Sachs Group history 704.90K $34.58M 0.01% Reduce
JPMorgan Chase & Co history 642.94K $31.54M 0.01% Reduce
UBS Group AG history 477.72K $23.44M 0.00% Add
Invesco Ltd history 407.13K $19.97M 0.00% Reduce
Point72 Asset Management history 372.00K $18.25M 0.04% Add
AQR Capital Management history 369.26K $18.12M 0.02% Reduce
Bank of America Corp history 312.31K $15.32M 0.00% Add
Wellington Management Group history 304.62K $14.94M 0.00% Reduce
Principal Global Investors history 232.43K $11.40M 0.01% Add
Legal & General Investment Management America history 219.49K $10.77M 0.00% Add
Prudential Financial history 215.13K $10.55M 0.01% Reduce
Renaissance Technologies history 176.00K $8.63M 0.01% Reduce
Balyasny Asset Management history 168.62K $8.27M 0.01% Add
Citadel Advisors history 145.13K $7.12M 0.00% Hold
Two Sigma Investments history 137.52K $6.75M 0.01% Reduce
Franklin Resources history 134.94K $6.62M 0.00% Add
Deutsche Bank AG history 115.28K $5.66M 0.00% Reduce
Manulife Financial history 113.02K $5.54M 0.01% Hold
Citigroup Inc history 94.59K $4.64M 0.00% Reduce
Amundi US history 46.87K $2.33M 0.00% Add
Janus Henderson Group history 42.96K $2.12M 0.00% Hold
PNC Financial Services history 35.27K $1.73M 0.00% Add
D. E. Shaw & Co history 29.96K $1.47M 0.00% Add
T. Rowe Price Associates history 78.22K $3.84K 0.00% Add

View all 43 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 17.99M 17.38M 17.83M 17.71M 18.09M 17.75M 16.83M 16.57M — — — — — — — — — — — —
Geode Capital Management 3.09M 2.60M 2.63M 2.62M 2.55M 2.53M 2.35M 2.37M 2.33M 2.19M 2.12M 2.02M 1.94M 1.85M 1.77M 1.71M 1.69M 1.69M 1.64M 1.58M
Wells Fargo & Co 2.34M 2.47M 2.68M 2.73M 2.65M 2.59M 2.59M 2.56M 2.59M 2.61M 2.44M 2.59M 2.66M 2.66M 2.60M 2.61M 2.56M 2.58M 2.63M 2.54M
AQR Capital Management 1.89M 1.16M 787.63K 548.74K 327.18K 369.26K 419.13K 530.91K 618.38K 441.98K 220.41K 41.56K 32.48K 34.74K 35.17K 60.43K 126.02K 173.20K 72.65K 37.49K
Morgan Stanley 1.70M 1.30M 1.28M 1.08M 1.26M 1.30M 1.04M 1.34M 976.25K 1.08M 1.14M 1.13M 826.60K 745.94K 782.21K 569.17K 516.33K 208.07K 369.56K 286.32K
Northern Trust Corp 1.35M 1.30M 1.25M 1.34M 1.32M 1.28M 1.35M 1.14M 1.15M 1.10M 1.19M 1.21M 1.24M 1.21M 1.22M 1.23M 1.25M 1.29M 1.32M 1.49M
Norges Bank Investment Management 1.25M — 1.30M — 1.18M — 1.57M — 1.18M — 749.29K — — — 790.52K — — — — —
Charles Schwab Investment Management 1.20M 1.20M 1.21M 1.23M 1.24M 1.27M 1.27M 1.23M 1.19M 1.14M 1.09M 1.08M 1.07M 1.06M 1.07M 1.08M 1.04M 1.02M 985.03K 948.78K
JPMorgan Chase & Co 1.06M — 602.03K 687.12K 670.09K 642.94K 683.56K 538.70K 522.46K 534.33K 489.93K 488.63K 593.54K 589.55K 816.03K 881.56K 870.98K 977.99K 1.02M 560.04K
BNY Mellon 1.03M 1.06M 1.08M 1.13M 1.15M 1.18M 1.21M 1.12M 1.28M 1.24M 1.27M 1.45M 1.45M 1.49M 1.48M 1.65M 1.56M 1.57M 1.56M 1.36M
Fidelity Management & Research (FMR) 846.23K 798.53K 811.51K 811.85K 884.48K 912.41K 828.09K 810.51K 872.11K 730.45K 516.42K 450.77K 727.07K 709.96K 683.26K 620.03K 659.34K 612.86K 542.24K 590.27K
CDPQ (Caisse de Depot) 533.63K — — — — — — — — — — — — — — — — — — —
UBS Group AG 471.60K 462.13K 529.17K 602.38K 608.12K 477.72K 300.61K 168.05K 110.08K 161.87K 201.40K 121.18K 48.60K 94.70K 115.90K 52.05K 51.81K 77.77K 133.61K 65.96K
Invesco Ltd 454.44K 508.50K 519.94K 487.82K 465.92K 407.13K 427.22K 411.12K 423.87K 441.71K 728.21K 730.49K 947.28K 1.49M 1.71M 850.73K 593.78K 602.01K 239.73K 151.54K
Goldman Sachs Group 429.42K 571.48K 638.90K 843.20K 569.69K 704.90K 834.73K 709.57K 729.69K 615.83K 627.03K 672.09K 704.64K 796.99K 826.80K 447.37K 419.61K 391.38K 433.22K 341.23K
Bank of America Corp 403.78K 377.38K 274.65K 397.64K 460.30K 312.31K 282.87K 373.43K 349.18K 324.65K 342.71K 216.43K 228.32K 299.17K 236.24K 214.46K 220.04K 252.03K 315.56K 301.13K
Legal & General Investment Management America 313.05K 291.91K 164.59K 215.66K 227.14K 219.49K 217.84K 229.04K 216.64K 212.73K 225.67K 225.29K 224.28K 215.93K 212.83K 217.24K 227.93K 235.02K 240.74K 232.28K
Wellington Management Group 275.35K 286.00K 300.47K 297.15K 293.02K 304.62K 306.22K 333.26K 341.78K 328.92K 819.69K 727.54K 1.25M 1.90M 2.66M 2.90M 2.68M 3.20M 2.61M 2.52M
Principal Global Investors 230.22K 226.63K 217.62K 226.46K 230.31K 232.43K 227.66K 230.10K 331.37K 374.09K 395.80K 387.11K 382.50K 384.73K 374.92K 374.81K 374.48K 325.00K 329.61K 334.01K
Two Sigma Investments 190.41K 457.47K 476.15K 392.26K 192.24K 137.52K 152.09K 84.33K — — — 22.77K — 4.40K 12.20K — — — — —

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