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 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

SELL · 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
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-09 LATE·65d$1K–$15K
Each 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 2026-10-01

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 2026-07-03 → 2026-10-01 · 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
#FilerValueSecuritiesFlagsSrc
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— value not disclosed1
321GLENMEDE TRUST CO NA— value not disclosed1
322MEEDER ASSET MANAGEMENT INC— value not disclosed1
323HARBOUR INVESTMENTS, INC.— value not disclosed1
324COMERICA BANK— value not disclosed1
325MACKENZIE FINANCIAL CORP— value not disclosed1
326CIBC WORLD MARKETS CORP— value not disclosed1
327ZACKS INVESTMENT MANAGEMENT— value not disclosed1
328BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
329CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
330CIBC Private Wealth Group LLC— value not disclosed1
331Magnetar Financial LLC— value not disclosed1
332NORGES BANK— value not disclosed1
333Laurion Capital Management LP— value not disclosed1
334Verition Fund Management LLC— value not disclosed1
335TWO SIGMA ADVISERS, LP— value not disclosed1
336Meiji Yasuda Asset Management Co Ltd.— value not disclosed1
337Brevan Howard Capital Management LP— value not disclosed1
338FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
339FineMark National Bank & Trust— value not disclosed1
340Litman Gregory Wealth Management LLC— value not disclosed1
341VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
342Engineers Gate Manager LP— value not disclosed1
343Versor Investments LP— value not disclosed1
344Global Retirement Partners, LLC— value not disclosed1
345Navalign, LLC— value not disclosed1
346INCEPTIONR LLC— value not disclosed1
347XTX Topco Ltd— value not disclosed1
348AlphaQuest LLC— value not disclosed1
349Ameritas Advisory Services, LLC— value not disclosed1
350SageView Advisory Group, LLC— value not disclosed1
351Cape Investment Advisory, Inc.— value not disclosed1
352Dunhill Financial, LLC— value not disclosed1
353Caitong International Asset Management Co., Ltd— value not disclosed1
354Quarry LP— value not disclosed1
355Turning Point Benefit Group, Inc.— value not disclosed1
356Jain Global LLC— value not disclosed1
357Godfrey Financial Associates, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 319 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — 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