15 institutions reported holding $25.9M of New Jersey Resources Corp (NJR) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($21.7M), Hennion & Walsh Asset Management, Inc. ($1.5M), MOODY NATIONAL BANK TRUST DIVISION ($880,220), THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. ($512,524), Hobart Private Capital, LLC ($285,244). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $21.7M | 387,609 | Trimmed |
| 2 | Hennion & Walsh Asset Management, Inc. | $1.5M | 26,450 | Trimmed |
| 3 | MOODY NATIONAL BANK TRUST DIVISION | $880,220 | 15,707 | Hold |
| 4 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $512,524 | 9,146 | Added |
| 5 | Hobart Private Capital, LLC | $285,244 | 5,090 | Trimmed |
| 6 | Affinity Capital Advisors, LLC | $273,649 | 4,864 | Hold |
| 7 | GAMMA Investing LLC | $254,085 | 4,534 | Added |
| 8 | ATWOOD & PALMER INC | $150,188 | 2,680 | Hold |
| 9 | Palouse Capital Management, Inc. | $90,673 | 1,618 | Hold |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $68,145 | 1,216 | Hold |
| 11 | Roxbury Financial LLC | $49,581 | 885 | Added |
| 12 | Versant Capital Management, Inc | $36,146 | 645 | Hold |
| 13 | FNY Investment Advisers, LLC | $22,000 | 400 | Hold |
| 14 | MassMutual Private Wealth & Trust, FSB | $21,407 | 382 | Hold |
| 15 | Byrne Asset Management LLC | $11,208 | 200 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30