Public record / Tickers / NJR

NJR — NEW JERSEY RESOURCES CORP

Both disclosure regimes on one name: who in Congress filed about NJR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming NJR
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
357
top-357 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-06-11 → filed 2025-08-13. Ranked over every NJR row by the provable lower bound, never a point estimate.

No member disclosed NJR in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NJR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NJR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in NJR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed NJR in the trailing 12 months.

Congress ↔ notable managers · NJR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · NEW JERSEY RES CORP

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of NJR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$955M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$323M1
3STATE STREET CORP$281M1
4VANGUARD CAPITAL MANAGEMENT LLC$247M1
5DIMENSIONAL FUND ADVISORS LP$227M1
6WELLS FARGO & COMPANY/MN$136M1
7Energy Income Partners, LLC$77.8M1
8MORGAN STANLEY$71.7M1
9NORTHERN TRUST CORP$71.1M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$65.7M1
11AQR CAPITAL MANAGEMENT LLC$63.9M1
12NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$61.0M1
13FIRST TRUST ADVISORS LP$50.8M1
14ROYAL LONDON ASSET MANAGEMENT LTD$46.6M1
15FMR LLC$43.9M1
16Bragg Financial Advisors, Inc$41.4M1
17ProShare Advisors LLC$37.0M1
18MASSACHUSETTS FINANCIAL SERVICES CO /MA/$36.0M1
19VANGUARD FIDUCIARY TRUST CO$35.9M1
20VICTORY CAPITAL MANAGEMENT INC$34.5M1
21Invesco Ltd.$27.9M1
22UBS Group AG$25.4M1
23TWO SIGMA INVESTMENTS, LP$25.1M1
24Qube Research & Technologies Ltd$22.8M1
25BANK OF AMERICA CORP /DE/$20.7M1
26Sourcerock Group LLC$19.2M1
27Nuveen, LLC$17.4M1
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$16.6M1
29Legal & General Group Plc$16.0M1
30WELLINGTON MANAGEMENT GROUP LLP$15.7M1
31CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.1M1
32EXCHANGE TRADED CONCEPTS, LLC$14.3M1
33HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$14.1M1
34PRINCIPAL FINANCIAL GROUP INC$12.4M1
35BARCLAYS PLC$11.9M1
36AMERICAN CENTURY COMPANIES INC$11.4M1
37Aptus Capital Advisors, LLC$11.2M1
38Swiss National Bank$11.0M1
39STIFEL FINANCIAL CORP$10.4M1
40Clear Harbor Asset Management, LLC$9.9M1
41MATTERN CAPITAL MANAGEMENT, LLC$9.9M1
42COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$9.9M1
43ALLIANCEBERNSTEIN L.P.$9.3M1
44Allianz Asset Management GmbH$8.9M1
45RAYMOND JAMES FINANCIAL INC$8.0M1
46DEUTSCHE BANK AG\$7.4M1
47JANE STREET GROUP, LLC$7.2M1
48BENJAMIN EDWARDS INC$7.1M1
49Retirement Systems of Alabama$6.8M1
50JOHN G ULLMAN & ASSOCIATES INC$6.4M1
51ENVESTNET ASSET MANAGEMENT INC$6.3M1
52FRANKLIN RESOURCES INC$5.3M1
53MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.2M1
54LPL Financial LLC$5.2M1
55Squarepoint Ops LLC$5.1M1
56COMMONWEALTH EQUITY SERVICES, LLC$5.1M1
57SEI INVESTMENTS CO$5.1M1
58Aventail Capital Group, LP$5.1M1
59Maryland State Retirement & Pension System$5.0M1
60Man Group plc$4.9M1
61Castellan Group$4.9M1
62VANGUARD ASSET MANAGEMENT, Ltd$4.4M1
63BOOTHBAY FUND MANAGEMENT, LLC$4.3M1
64Vanguard Investments Australia, Ltd.$4.0M1
65Susquehanna Portfolio Strategies, LLC$3.9M1
66Trexquant Investment LP$3.9M1
67MACQUARIE GROUP LTD$3.9M1
68Cerity Partners LLC$3.8M1
69HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.7M1
70WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.6M1
71PRUDENTIAL FINANCIAL INC$3.5M1
72ALPS ADVISORS INC$3.5M1
73CITADEL ADVISORS LLC$3.5M1
74SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.4M1
75ADAGE CAPITAL PARTNERS GP, L.L.C.$3.3M1
76ROYAL BANK OF CANADA$3.2M1
77Corient Private Wealth LLC$3.2M1
78Cetera Investment Advisers$3.2M1
79Inspire Advisors, LLC$3.1M1
80HSBC HOLDINGS PLC$3.1M1
81STATE OF WISCONSIN INVESTMENT BOARD$2.9M1
82Zurcher Kantonalbank (Zurich Cantonalbank)$2.9M1
83L2 Asset Management, LLC$2.7M1
84ExodusPoint Capital Management, LP$2.7M1
85MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.6M1
86CITIGROUP INC$2.4M1
87Janus Henderson Group Ltd.$2.4M1
88State of New Jersey Common Pension Fund D$2.3M1
89Mariner, LLC$2.3M1
90World Investment Advisors$2.3M1
91BANK OF MONTREAL /CAN/$2.3M1
92Vanguard Global Advisers, LLC$2.3M1
93Holocene Advisors, LP$2.2M1
94MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.1M1
95Nicholson Wealth Management Group, LLC$2.1M1
96Fieldview Capital Management, LLC$2.1M1
97GREENWOOD CAPITAL ASSOCIATES LLC$2.0M1
98Universal- Beteiligungs- und Servicegesellschaft mbH$2.0M1
99TD ASSET MANAGEMENT INC$1.8M1
100Faithward Advisors, LLC$1.8M1
101DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.7M1
102Steward Partners Investment Advisory, LLC$1.7M1
103Empirical Asset Management, LLC$1.7M1
104&PARTNERS$1.6M1
105FIFTH THIRD BANCORP$1.6M1
106Jacobi Capital Management LLC$1.6M1
107MILLENNIUM MANAGEMENT LLC$1.5M1
108INTECH INVESTMENT MANAGEMENT LLC$1.5M1
109STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.5M1
110Hennion & Walsh Asset Management, Inc.$1.5M1
111Arizona State Retirement System$1.5M1
112HighTower Advisors, LLC$1.5M1
113Elo Mutual Pension Insurance Co$1.5M1
114D. E. Shaw & Co., Inc.$1.5M1
115Ameritas Investment Partners, Inc.$1.5M1
116UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.5M1
117Creative Planning$1.4M1
118Federation des caisses Desjardins du Quebec$1.4M1
119STATE OF MICHIGAN RETIREMENT SYSTEM$1.3M1
120Quantinno Capital Management LP$1.3M1
121BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.3M1
122NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
123Alchemi Wealth, LLC$1.2M1
124PINNACLE ASSOCIATES LTD$1.2M1
125Farmers & Merchants Trust Co of Long Beach$1.2M1
126OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
127OSAIC HOLDINGS, INC.$1.1M1
128Polymer Capital Management (US) LLC$1.1M1
129ICON ADVISERS INC/CO$1.1M1
130CWM, LLC$1.1M1
131ICW Investment Advisors LLC$1.0M1
132Pictet Asset Management Holding SA$999K1
133Legacy Advisors, LLC$990K1
134COMMERCE BANK$987K1
135Kestra Investment Management, LLC$958K1
136VOYA INVESTMENT MANAGEMENT LLC$954K1
137Pinnacle Wealth Management Advisory Group, LLC$944K1
138OCCUDO QUANTITATIVE STRATEGIES LP$941K1
139MERCER GLOBAL ADVISORS INC /ADV$937K1
140Sanctuary Advisors, LLC$884K1
141Shore Point Advisors, LLC$877K1
142MOODY NATIONAL BANK TRUST DIVISION$863K1
143Amundi$848K1
144XPONANCE LLC$828K1
145QUADRANT CAPITAL GROUP LLC$822K1
146Invst, LLC$774K1
147CAPSTONE INVESTMENT ADVISORS, LLC$756K1
148Allworth Financial LP$754K1
149IEQ CAPITAL, LLC$748K1
150iSAM Funds (UK) Ltd$723K1
151Lansforsakringar Fondforvaltning AB (publ)$721K1
152O'SHAUGHNESSY ASSET MANAGEMENT, LLC$706K1
153Vanguard Personalized Indexing Management, LLC$702K1
154Schonfeld Strategic Advisors LLC$702K1
155Private Advisor Group, LLC$644K1
156AIGEN INVESTMENT MANAGEMENT, LP$601K1
157SummitTX Capital, L.P.$595K1
158Smallwood Wealth Investment Management, LLC$584K1
159Tower Research Capital LLC (TRC)$578K1
160Aquatic Capital Management LLC$547K1
161TEACHER RETIREMENT SYSTEM OF TEXAS$545K1
162Wealth Quarterback LLC$542K1
163Pathstone Holdings, LLC$542K1
164FEDERATED HERMES, INC.$534K1
165Inspire Investing, LLC$531K1
166Odyssean, LLC$530K1
167STRATEGY ASSET MANAGERS LLC$507K1
168CHOREO, LLC$505K1
169Summit Financial, LLC$502K1
170AE Wealth Management LLC$497K1
171Bedel Financial Consulting, Inc.$492K1
172Allspring Global Investments Holdings, LLC$478K1
173Groupe la Francaise$467K1
174Perigon Wealth Management, LLC$454K1
175MGO ONE SEVEN LLC$451K1
176Meeder Advisory Services, Inc.$428K1
177Focus Partners Wealth$416K1
178Randall & Associates Wealth Management$409K1
179SECURIAN ASSET MANAGEMENT, INC$408K1
180C2C Wealth Management, LLC$408K1
181Hilltop Holdings Inc.$407K1
182Vise Technologies, Inc.$393K1
183IFM Investors Pty Ltd$393K1
184Orion Porfolio Solutions, LLC$391K1
185Kesler, Norman & Wride, LLC$381K1
186MidFirst Bank$377K1
187Sequoia Financial Advisors, LLC$368K1
188BAILARD, INC.$368K1
189Swiss Life Asset Management Ltd$367K1
190Fortis Group Advisors, LLC$361K1
191CIBC Bancorp USA Inc.$357K1
192Snowden Capital Advisors LLC$357K1
193Crossmark Global Holdings, Inc.$348K1
194Aberdeen Wealth Management LLC$346K1
195SHEETS SMITH WEALTH MANAGEMENT$346K1
196Horizon Investment Services, LLC$337K1
197Forvis Mazars Wealth Advisors, LLC$330K1
198B. Riley Wealth Advisors, Inc.$324K1
199KEYBANK NATIONAL ASSOCIATION/OH$322K1
200Freestone Grove Partners LP$311K1
201OPPENHEIMER & CO INC$306K1
202Apollon Wealth Management, LLC$299K1
203Y-Intercept (Hong Kong) Ltd$299K1
204D.A. DAVIDSON & CO.$292K1
205Institute for Wealth Management, LLC.$291K1
206denkapparat Operations GmbH$286K1
207Hobart Private Capital, LLC$285K1
208Pine Valley Investments Ltd Liability Co$281K1
209111 Capital$273K1
210KENNEDY INVESTMENT GROUP, INC.$272K1
211Affinity Capital Advisors, LLC$267K1
212WINTON GROUP Ltd$264K1
213DRW Securities, LLC$256K1
214National Wealth Management Group, LLC$249K1
215ZynergyRetirementPlanningLLC$247K1
216EVOLVE PRIVATE WEALTH, LLC$246K1
217PFG Investments, LLC$245K1
218Kestra Advisory Services, LLC$242K1
219BRADY FAMILY WEALTH, LLC$234K1
220Sovereign Financial Group, Inc.$233K1
221BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$231K1
222M&T BANK CORP$229K1
223Lido Advisors, LLC$229K1
224MAI Capital Management$228K1
225PANAGORA ASSET MANAGEMENT INC$227K1
226LAZARD ASSET MANAGEMENT LLC$226K1
227Belpointe Asset Management LLC$223K1
228Empowered Funds, LLC$222K1
229Beacon Pointe Advisors, LLC$221K1
230NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$219K1
231HOHIMER WEALTH MANAGEMENT, LLC$213K1
232Merit Financial Group, LLC$213K1
233Rockefeller Capital Management L.P.$206K1
234MIRABELLA FINANCIAL SERVICES LLP$200K1
235PROFUND ADVISORS LLC$200K1
236Virtus Investment Advisers, LLC$192K1
237BNP Paribas Asset Management Holding S.A.$166K1
238Aster Capital Management (DIFC) Ltd$161K1
239US BANCORP \DE\$149K1
240ATWOOD & PALMER INC$147K1
241SIGNATUREFD, LLC$136K1
242UMB Bank, n.a.$126K1
243Palouse Capital Management, Inc.$88.9K1
244INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$85.3K1
245ELEVATION WEALTH PARTNERS, LLC$66.8K1
246Smartleaf Asset Management LLC$66.3K1
247Pinnacle Wealth Planning Services, Inc.$61.4K1
248HALBERT HARGROVE GLOBAL ADVISORS, LLC$49.4K1
249NFSG Corp$49.3K1
250NOMURA ASSET MANAGEMENT CO LTD$46.1K1
251Ensign Peak Advisors, Inc$45.2K1
252CENTRAL TRUST Co$44.9K1
253Kemnay Advisory Services Inc.$44.2K1
254BROWN, LISLE/CUMMINGS, INC.$43.2K1
255Crews Bank & Trust$41.1K1
256Tradewinds Capital Management, LLC$34.2K1
257POM Investment Strategies, LLC$33.0K1
258Medallion Wealth Advisors, LLC$33.0K1
259Asset Dedication, LLC$27.0K1
260SHP Wealth Management$25.8K1
261Optiver Holding B.V.$22.3K1
262GODSEY & GIBB, INC$19.3K1
263Parkside Financial Bank & Trust$18.2K1
264VISION FINANCIAL MARKETS LLC$17.6K1
265Arax Advisory Partners$16.7K1
266TOMPKINS FINANCIAL CORP$16.5K1
267PFS Partners, LLC$16.5K1
268ASSETMARK, INC$15.0K1
269Byrne Asset Management LLC$11.0K1
270Eurizon Capital SGR S.p.A.$10.5K1
271Mountain Hill Investment Partners Corp.$9.3K1
272ALGERT GLOBAL LLC$9.1K1
273Private Wealth Management Group, LLC$8.7K1
274Redwood Park Advisors LLC$8.5K1
275CVA Family Office, LLC$7.5K1
276CANADA LIFE ASSURANCE Co$7.5K1
277HRT FINANCIAL LP$7.4K1
278WealthCollab, LLC$6.6K1
279Keating Financial Advisory Services, Inc.$5.9K1
280Larson Financial Group LLC$5.7K1
281Bell Investment Advisors, Inc$5.6K1
282Manchester Capital Management LLC$4.9K1
283WPG Advisers, LLC$4.7K1
284THRIVENT FINANCIAL FOR LUTHERANS$4.7K1
285Mitsubishi UFJ Asset Management Co., Ltd.$4.1K1
286Kilter Group LLC$3.9K1
287JFS WEALTH ADVISORS, LLC$3.3K1
288Physician Wealth Advisors, Inc.$3.0K1
289Triumph Capital Management$2.8K1
290Kingdom Financial Group LLC.$2.2K1
291PEAPACK GLADSTONE FINANCIAL CORP$2.0K1
292Rialto Wealth Management, LLC$2.0K1
293South Dakota Investment Council$1.6K1
294FINANCIAL CONSULATE, INC$1.6K1
295Transamerica Financial Advisors, LLC$1.5K1
296Clearstead Advisors, LLC$1.4K1
297DiNuzzo Private Wealth, Inc.$1.1K1
298True Wealth Design, LLC$1.0K1
299Wall Street Financial Group, Inc.$9891
300SJS Investment Consulting Inc.$8791
301NATIXIS ADVISORS, LLC$8651
302PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$8321
303Measured Wealth Private Client Group, LLC$7691
304State of Alaska, Department of Revenue$7341
305Summit Global Investments$5031
306HFM Investment Advisors, LLC$4941
307S&T BANK/PA$4391
308DekaBank Deutsche Girozentrale$3571
309BOSTON FAMILY OFFICE LLC$3411
310INGALLS & SNYDER LLC$3351
311Vermillion Wealth Management, Inc.$3301
312Owl Creek Wealth Partners LLC$2751
313VALLEY NATIONAL ADVISERS INC$2461
314HAZLETT, BURT & WATSON, INC.$2281
315Wood Tarver Financial Group, LLC$2041
316KBC Group NV$1641
317Annis Gardner Whiting Capital Advisors, LLC$1101
318Smithfield Trust Co$51
319Capital Advisors, Ltd. LLC$01
320VANGUARD GROUP INC$01
321GLENMEDE TRUST CO NA$01
322MEEDER ASSET MANAGEMENT INC$01
323HARBOUR INVESTMENTS, INC.$01
324COMERICA BANK$01
325MACKENZIE FINANCIAL CORP$01
326CIBC WORLD MARKETS CORP$01
327ZACKS INVESTMENT MANAGEMENT$01
328BALYASNY ASSET MANAGEMENT L.P.$01
329CANADA PENSION PLAN INVESTMENT BOARD$01
330CIBC Private Wealth Group LLC$01
331Magnetar Financial LLC$01
332NORGES BANK$01
333Laurion Capital Management LP$01
334Verition Fund Management LLC$01
335TWO SIGMA ADVISERS, LP$01
336Meiji Yasuda Asset Management Co Ltd.$01
337Brevan Howard Capital Management LP$01
338FOX RUN MANAGEMENT, L.L.C.$01
339FineMark National Bank & Trust$01
340Litman Gregory Wealth Management LLC$01
341VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
342Engineers Gate Manager LP$01
343Versor Investments LP$01
344Global Retirement Partners, LLC$01
345Navalign, LLC$01
346INCEPTIONR LLC$01
347XTX Topco Ltd$01
348AlphaQuest LLC$01
349Ameritas Advisory Services, LLC$01
350SageView Advisory Group, LLC$01
351Cape Investment Advisory, Inc.$01
352Dunhill Financial, LLC$01
353Caitong International Asset Management Co., Ltd$01
354Quarry LP$01
355Turning Point Benefit Group, Inc.$01
356Jain Global LLC$01
357Godfrey Financial Associates, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 357 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on NJR

RETAINED WINDOW · ACTIVE HITS

Zero hits on NJR in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for NJR · financials and macro

Financials — as filed PLANNED

NJR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: NJR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing