New Jersey Resources Ownership | Who Owns New Jersey Resources?
New Jersey Resources Ownership Summary
New Jersey Resources is owned by 69.39% institutional investors, 0.54% insiders, and 30.07% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 17.06% of NJR shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.27% of its assets in New Jersey Resources shares.
NJR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | New Jersey Resources | 69.39% | 0.54% | 30.07% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 16.83M | 17.06% | $785.14M |
| Blackrock | 16.59M | 16.86% | $709.08M |
| Vanguard group | 11.52M | 11.68% | $537.25M |
| State street | 5.05M | 5.13% | $217.88M |
| Dimensional fund advisors lp | 3.31M | 3.35% | $154.37M |
| Wells fargo & company/mn | 2.59M | 2.63% | $120.89M |
| Geode capital management | 2.35M | 2.38% | $109.76M |
| Norges bank | 1.57M | 1.59% | $73.12M |
| Millennium management | 1.36M | 1.38% | $63.61M |
| Charles schwab investment management | 1.27M | 1.28% | $59.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Icon advisers inc/co | 105.00K | 1.10% | $4.90M |
| Mattern capital management | 169.38K | 1.03% | $7.90M |
| Horizon family wealth | 32.00K | 0.99% | $1.49M |
| John g ullman & associates | 124.63K | 0.86% | $5.81M |
| Hartford financial management | 76.50K | 0.73% | $3.57M |
| Clear harbor asset management | 188.83K | 0.70% | $8.81M |
| Bragg financial advisors | 348.61K | 0.66% | $16.26M |
| Aventail capital group, lp | 200.00K | 0.48% | $9.33M |
| Quest partners | 71.83K | 0.45% | $3.35M |
| Isam funds (uk) | 12.26K | 0.43% | $571.70K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.57M | 0.01% | 1.57M |
| Millennium management | 1.36M | 0.03% | 542.09K |
| Prudential financial | 321.33K | 0.02% | 311.22K |
| Blackrock funding, inc. /de | 16.83M | 0.02% | 259.04K |
| Dimensional fund advisors lp | 3.31M | 0.04% | 216.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Duff & phelps investment management | - | - | -875.59K |
| Proshare advisors | 912.53K | 0.10% | -831.57K |
| State street | 5.05M | 0.01% | -403.19K |
| Exoduspoint capital management, lp | 381.94K | 0.12% | -370.02K |
| Aventail capital group, lp | 200.00K | 0.48% | -213.05K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.57M | 0.01% | 1.57M | $73.12M |
| Raymond james financial | 78.55K | 0.00% | 78.55K | $3.66M |
| Zimmer partners, lp | 68.30K | 0.05% | 68.30K | $3.19M |
| Entropy technologies, lp | 36.04K | 0.17% | 36.04K | $1.68M |
| Essential planning, llc. | 32.50K | 0.01% | 32.50K | $1.54M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -1.00 |
| Financial gravity asset management | -4.00 |
| Claris advisors, llc / mo / | -6.00 |
| Bruce g. allen investments | -8.00 |
| Mv capital management | -9.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 356 | -1.66% | 68,438,625 | -4.41% | 69 | 1.33% | 194 | -0.51% | 99 | -7.48% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 3.28M | 3.27% | 6.13K |
| Vanguard US Total Market Shares ETF | 3.12M | 3.11% | 2.50K |
| Vanguard Total Stock Mkt Idx Inv | 3.10M | 3.10% | 1.66K |
| iShares Russell 2000 ETF | 2.66M | 2.65% | -22.99K |
| Vanguard Small Cap Index | 2.55M | 2.54% | 2.08K |
| iShares Select Dividend ETF | 1.98M | 1.97% | - |
| Vanguard Small Cap Value Index Inv | 1.68M | 1.67% | -6.58K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.50M | 1.50% | 1.80K |
| SPDR® S&P Dividend ETF | 1.08M | 1.08% | -2.94K |
| Fidelity Small Cap Index | 973.74K | 0.97% | -18.23K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 31, 2025 | Bel Roberto | SVP and CFO | Sell | $58.65K |
| Mar 24, 2025 | Bel Roberto | SVP and CFO | Sell | $56.97K |
| Mar 24, 2025 | Bel Roberto | SVP and CFO | Sell | $56.99K |
| Dec 23, 2024 | Migliaccio Patrick J. | Senior VP and COO, NJNG | Sell | $229.22K |
| Aug 21, 2024 | Migliaccio Patrick J. | Senior VP and COO, NJNG | Sell | $114.70K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 3 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 1 |
NJR Ownership FAQ
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