NJR — NEW JERSEY RES CORP
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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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 |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.06M sh · $60.77M
- CDPQ (Caisse de Depot) 533.63K sh · $29.90M
- Bridgewater Associates 59.05K sh · $3.31M
Fully Exited (vs previous quarter)
- MFS Investment Management sold 655.43K sh · $36.00M
- Janus Henderson Group sold 42.96K sh · $2.36M
- Lazard Asset Management sold 4.12K sh · $226.16K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 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 | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details