Titelia

Fund shareholders of New Jersey Resources Corp

ISIN US6460251068 · United States · LEI 549300QKBSQBIX4DQ583

Fund shareholders
349
Of which ETFs
92 257 other funds
Value held
2.3B $ 140.5K € · 6.9M SEK
Share of capital
41.6 % of 101.5M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
EQ/Small Company Index Portfolio EQ Advisors Trust 57,6623.2M $0.20 %0.06 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 56,4703.1M $0.01 %0.06 %as of Mar 31, 2026
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 55,5843.1M $0.71 %0.05 %as of Mar 31, 2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 54,5003M $0.12 %0.05 %as of Mar 31, 2026
JNL/Mellon Utilities Sector Fund JNL Series Trust 53,0542.9M $0.34 %0.05 %as of Mar 31, 2026
JPMorgan U.S. Small Company Fund JPMorgan Trust I 52,5892.9M $0.32 %0.05 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 52,2892.9M $0.01 %0.05 %as of Apr 30, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 50,3952.8M $0.05 %0.05 %as of Apr 30, 2026
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 49,5812.8M $0.21 %0.05 %as of Apr 30, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 47,2002.7M $0.64 %0.05 %as of Apr 30, 2026
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 47,1202.6M $0.17 %0.05 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 47,0052.6M $0.01 %0.05 %as of Mar 31, 2026
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 46,9002.6M $0.17 %0.05 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 46,8462.6M $0.19 %0.05 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 46,7592.5M $0.11 %0.05 %as of Feb 28, 2026
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 44,2102.4M $0.02 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 43,8682.5M $0.17 %0.04 %as of Apr 30, 2026
SmallCap Value Fund II Principal Funds, Inc 43,4702.4M $0.20 %0.04 %as of Apr 30, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 42,3692.3M $0.32 %0.04 %as of Feb 28, 2026
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 41,0782.3M $0.65 %0.04 %as of Mar 31, 2026
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 40,9392.3M $0.17 %0.04 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 40,6322.2M $0.18 %0.04 %as of Feb 28, 2026
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 39,3802.2M $0.11 %0.04 %as of Apr 30, 2026
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 39,2442.2M $0.60 %0.04 %as of Mar 31, 2026
MidCap S&P 400 Index Fund Principal Funds, Inc 38,5782.2M $0.16 %0.04 %as of Apr 30, 2026
AQR Style Premia Alternative Fund AQR Funds 38,0802.1M $0.09 %0.04 %as of Mar 31, 2026
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 38,0162.1M $0.17 %0.04 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 37,1612M $0.11 %0.04 %as of Mar 31, 2026
AQR Managed Futures Strategy Fund AQR Funds 36,6082M $0.07 %0.04 %as of Mar 31, 2026
Mid Cap Index Trust John Hancock Variable Insurance Trust 35,8222M $0.17 %0.04 %as of Mar 31, 2026
AQR Managed Futures Strategy HV Fund AQR Funds 35,5332M $0.16 %0.04 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 35,4402M $0.08 %0.03 %as of Apr 30, 2026
Avantis U.S. Equity ETF American Century ETF Trust 35,4401.9M $0.02 %0.03 %as of Feb 28, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 34,6551.9M $0.07 %0.03 %as of Mar 31, 2026
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 34,2241.9M $0.17 %0.03 %as of Mar 31, 2026
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 34,2061.9M $0.17 %0.03 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 33,9101.9M $0.10 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 31,8791.8M $0.18 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 30,2701.7M $0.17 %0.03 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 30,0851.7M $0.01 %0.03 %as of Apr 30, 2026
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 30,0651.7M $0.29 %0.03 %as of Apr 30, 2026
WisdomTree U.S. MidCap Fund WisdomTree Trust 29,9831.6M $0.20 %0.03 %as of Mar 31, 2026
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 29,9781.6M $0.25 %0.03 %as of Mar 31, 2026
Timothy Plan US Small Cap Core ETF Timothy Plan 29,7361.6M $0.54 %0.03 %as of Mar 31, 2026
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 29,4951.6M $0.17 %0.03 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 28,1271.6M $0.19 %0.03 %as of Apr 30, 2026
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 27,7431.5M $0.49 %0.03 %as of Mar 31, 2026
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 27,4521.5M $0.56 %0.03 %as of Mar 31, 2026
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 27,1661.5M $0.37 %0.03 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 26,6971.5M $0.01 %0.03 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 26,5651.5M $0.19 %0.03 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 26,4121.5M $0.25 %0.03 %as of Apr 30, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 25,6221.4M $0.01 %0.03 %as of Apr 30, 2026
Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI 23,3301.3M $0.32 %0.02 %as of Mar 31, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 23,2001.3M $0.10 %0.02 %as of Feb 28, 2026
Small-Cap Value Fund Bridgeway Funds, Inc. 23,0001.3M $0.41 %0.02 %as of Mar 31, 2026
Victory Small Cap Stock Fund Victory Portfolios III 22,9601.3M $0.14 %0.02 %as of Apr 30, 2026
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 22,7211.2M $0.17 %0.02 %as of Mar 31, 2026
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 22,6931.2M $0.82 %0.02 %as of Mar 31, 2026
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 22,4991.3M $0.01 %0.02 %as of Apr 30, 2026
Small Cap Value Fund VALIC Co I 22,3941.2M $0.48 %0.02 %as of Feb 28, 2026
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 21,5661.2M $0.16 %0.02 %as of Mar 31, 2026
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 20,9431.2M $0.16 %0.02 %as of Apr 30, 2026
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 20,5911.1M $0.10 %0.02 %as of Feb 28, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 20,4961.2M $0.18 %0.02 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 19,8451.1M $0.19 %0.02 %as of Mar 31, 2026
ICON UTILITIES AND INCOME FUND SCM Trust 19,7001.1M $4.53 %0.02 %as of Mar 31, 2026
EIP Growth and Income Fund EIP Investment Trust 19,2601.1M $1.17 %0.02 %as of Apr 30, 2026
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 18,5781M $0.17 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 18,2221M $0.18 %0.02 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 18,079992.9K $0.01 %0.02 %as of Mar 31, 2026
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 18,044991K $0.16 %0.02 %as of Mar 31, 2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 18,0181M $0.05 %0.02 %as of Apr 30, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 17,995988.3K $0.02 %0.02 %as of Mar 31, 2026
Column Small Cap Fund Trust for Professional Managers 17,272936.8K $0.18 %0.02 %as of Feb 28, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 16,736919.1K $0.12 %0.02 %as of Mar 31, 2026
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 16,503895.1K $0.45 %0.02 %as of Feb 28, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 16,309884.6K $0.10 %0.02 %as of Feb 28, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 16,303918K $0.04 %0.02 %as of Apr 30, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 16,012901.6K $0.07 %0.02 %as of Apr 30, 2026
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 15,903873.4K $0.17 %0.02 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 15,594845.8K $0.07 %0.02 %as of Feb 28, 2026
iShares ESG MSCI KLD 400 ETF iShares Trust 15,425868.6K $0.02 %0.02 %as of Apr 30, 2026
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 15,355864.6K $0.17 %0.02 %as of Apr 30, 2026
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 15,225836.2K $0.02 %0.02 %as of Mar 31, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 15,141831.5K $0.19 %0.01 %as of Mar 31, 2026
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 14,954842.1K $0.30 %0.01 %as of Apr 30, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,903839.2K $0.04 %0.01 %as of Apr 30, 2026
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 14,634824K $0.14 %0.01 %as of Apr 30, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 14,165777.9K $0.19 %0.01 %as of Mar 31, 2026
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 14,041790.6K $0.17 %0.01 %as of Apr 30, 2026
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 14,018760.3K $0.19 %0.01 %as of Feb 28, 2026
The Gabelli Utilities Fund Gabelli Utilities Fund 14,000768.9K $0.04 %0.01 %as of Mar 31, 2026
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 13,995768.6K $0.17 %0.01 %as of Mar 31, 2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 13,900763.4K $0.13 %0.01 %as of Mar 31, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 13,704752.6K $0.08 %0.01 %as of Mar 31, 2026
Länsförsäkringar Multistrategi Länsförsäkringar Fondförvaltning AB 13,1266.9M SEK0.43 %0.01 %as of Mar 31, 2026
Small Cap Core Fund Northern Funds 12,815703.8K $0.21 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 12,314676.3K $0.19 %0.01 %as of Mar 31, 2026
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 12,300675.5K $0.19 %0.01 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
ICON UTILITIES AND INCOME FUND SCM Trust 4.53 %as of Mar 31, 2026
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 3.22 %as of Feb 28, 2026
Utilities Fund American Century Quantitative Equity Funds, Inc. 1.92 %as of Mar 31, 2026
VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II 1.82 %as of Mar 31, 2026
First Trust EIP Power Solutions ETF First Trust Exchange-Traded Fund IV 1.72 %as of Apr 30, 2026
Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1.67 %as of Feb 28, 2026
Opus Small Cap Value ETF ETF Series Solutions 1.66 %as of Apr 30, 2026
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 1.64 %as of Feb 28, 2026
Neuberger Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS 1.51 %as of Feb 28, 2026
Tortoise North American Pipeline Fund Tortoise Capital Series Trust 1.44 %as of Feb 28, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2347+542,229,509-0.4 %
2026Q1342-1742,396,858-1.1 %
2025Q4359+1242,855,325+1.1 %
2025Q3347-642,391,612+4.2 %
2025Q2353+840,697,042-0.0 %
2025Q1345-140,714,734+1.4 %
2024Q4346-1040,165,451-0.6 %
2024Q3356-240,417,442+1.0 %
2024Q2358-440,019,770+2.1 %
2024Q1362+439,214,613-2.1 %
2023Q435840,059,699

Institutional managers

424 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.17,381,839954.6M $as of Mar 31, 2026
STATE STREET CORP5,075,348281M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP4,141,330227.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,601,503142.9M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN2,468,590135.6M $as of Mar 31, 2026
NEUBERGER BERMAN GROUP LLC1,513,77983.2M $as of Mar 31, 2026
Energy Income Partners, LLC1,416,00177.8M $as of Mar 31, 2026
MORGAN STANLEY1,304,89171.7M $as of Mar 31, 2026
NORTHERN TRUST CORP1,295,00771.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,195,88465.7M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,164,41563.9M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,110,75261M $as of Mar 31, 2026
Bank of New York Mellon Corp1,063,08458.4M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP925,20450.8M $as of Mar 31, 2026
ROYAL LONDON ASSET MANAGEMENT LTD840,15246.6M $as of Mar 31, 2026
FMR LLC798,53143.9M $as of Mar 31, 2026
Bragg Financial Advisors, Inc753,43341.4M $as of Mar 31, 2026
ProShare Advisors LLC672,85237M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/655,43036M $as of Mar 31, 2026
JPMORGAN CHASE & CO641,33535.6M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC628,30934.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC571,47531.4M $as of Mar 31, 2026
Invesco Ltd.508,49827.9M $as of Mar 31, 2026
UBS Group AG462,13025.4M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP457,47125.1M $as of Mar 31, 2026

Declared shareholders of New Jersey Resources Corp

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.86 %5,911,422as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.26 %5,310,626as of Mar 31, 2026 · SCHEDULE 13G
STATE STREET CORPORATION 5.00 %5,075,348as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of New Jersey Resources Corp". https://titelia.com/en/stocks/new-jersey-resources-corp-US6460251068