New Jersey Resources Ownership | Who Owns New Jersey Resources?
New Jersey Resources Ownership Summary
New Jersey Resources is owned by 72.08% institutional investors, 0.47% insiders, and 27.45% retail investors. Blackrock is the largest institutional shareholder, holding 16.86% of NJR shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.19% of its assets in New Jersey Resources shares.
NJR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | New Jersey Resources | 72.08% | 0.47% | 27.45% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 16.59M | 16.86% | $709.08M |
| Vanguard group | 11.77M | 11.97% | $503.25M |
| State street | 5.05M | 5.13% | $217.88M |
| Dimensional fund advisors lp | 2.96M | 3.01% | $126.37M |
| Wells fargo & company/mn | 2.59M | 2.63% | $110.62M |
| Geode capital management | 2.33M | 2.37% | $99.67M |
| First trust advisors lp | 1.31M | 1.33% | $55.85M |
| Bank of new york mellon | 1.28M | 1.31% | $54.89M |
| Charles schwab investment management | 1.19M | 1.21% | $51.03M |
| Norges bank | 1.18M | 1.20% | $50.36M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cox capital mgt | 71.88K | 1.86% | $3.07M |
| Aventail capital group, lp | 346.31K | 1.03% | $14.80M |
| Mattern capital management | 172.72K | 1.02% | $7.38M |
| John g ullman & associates | 129.83K | 0.85% | $5.55M |
| Clear harbor asset management | 197.83K | 0.73% | $8.46M |
| Icon advisers inc/co | 73.92K | 0.71% | $3.14M |
| Hartford financial management | 76.50K | 0.70% | $3.27M |
| Bragg financial advisors | 346.31K | 0.66% | $14.80M |
| Energy income partners | 457.47K | 0.43% | $19.55M |
| Shore point advisors | 16.05K | 0.39% | $686.01K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.18M | 0.01% | 1.18M |
| Neuberger berman group | 1.10M | 0.04% | 393.13K |
| Aventail capital group, lp | 346.31K | 1.03% | 346.31K |
| Victory capital management | 387.95K | 0.02% | 255.50K |
| Corebridge financial | 177.10K | 0.04% | 177.10K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Duff & phelps investment management | - | - | -875.59K |
| State street | 5.05M | 0.01% | -403.19K |
| Barclays | 79.10K | 0.00% | -285.22K |
| American group | - | - | -177.26K |
| First trust advisors lp | 1.31M | 0.06% | -170.56K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.18M | 0.01% | 1.18M | $50.36M |
| Aventail capital group, lp | 346.31K | 1.03% | 346.31K | $14.80M |
| Corebridge financial | 177.10K | 0.04% | 177.10K | $7.57M |
| Mirae asset global etfs | 48.81K | 0.01% | 48.81K | $2.09M |
| Summit global investments | 31.25K | 0.09% | 31.25K | $1.34M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Financial gravity asset management | -4.00 |
| Mv capital management | -9.00 |
| Denali advisors | -24.00 |
| Citadel advisors | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 354 | 5.99% | 71,343,398 | -0.34% | 72 | 1.38% | 192 | 13.61% | 104 | - |
| Jun 30, 2024 | 330 | -1.79% | 71,114,899 | 1.19% | 72 | 1.42% | 166 | -2.35% | 104 | -7.96% |
| Mar 31, 2024 | 336 | 4.35% | 70,276,169 | 0.39% | 71 | 1.40% | 170 | 6.25% | 113 | 1.80% |
| Dec 31, 2023 | 322 | - | 70,003,474 | 0.94% | 71 | 1.40% | 160 | 6.67% | 111 | -6.72% |
| Sep 30, 2023 | 322 | -5.57% | 69,352,070 | -3.84% | 71 | 1.30% | 150 | -5.66% | 119 | -5.56% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.18M | 3.19% | 6.25K |
| Vanguard Total Stock Mkt Idx Inv | 3.10M | 3.13% | -13.31K |
| iShares Russell 2000 ETF | 2.75M | 2.76% | -5.75K |
| Vanguard Small Cap Index | 2.49M | 2.51% | 4.85K |
| iShares Select Dividend ETF | 2.12M | 2.13% | 2.15K |
| Vanguard Small Cap Value Index Inv | 1.68M | 1.69% | -580.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.46M | 1.47% | -4.84K |
| SPDR® S&P Dividend ETF | 1.22M | 1.22% | - |
| Fidelity Small Cap Index | 1.01M | 1.02% | -24.72K |
| iShares Russell 2000 Value ETF | 964.39K | 0.97% | 1.25K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 21, 2024 | Migliaccio Patrick J. | Senior VP and COO, NJNG | Sell | $114.70K |
| Jul 16, 2024 | Westhoven Stephen D | President & CEO | Sell | $1.20M |
| Jul 12, 2024 | Westhoven Stephen D | President & CEO | Sell | $153.00K |
| Jun 14, 2024 | KENNY JANE M | - | Sell | $350.26K |
| Jun 13, 2024 | KENNY JANE M | - | Sell | $6.96 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | 1 |
NJR Ownership FAQ
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