NJR — New Jersey Res Corp Institutional Holders · Q3 2026
Who owns New Jersey Res Corp (NJR)? 16 institutions reported holding $19.73M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($17.5M), Moody National Bank Trust Division ($794,774), Farther Finance Advisors, LLC ($445,478).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $17.5M | 346,554 | Trimmed |
| 2 | MOODY NATIONAL BANK TRUST DIVISION | $794,774 | 15,707 | Hold |
| 3 | Farther Finance Advisors, LLC | $445,478 | 8,804 | Added |
| 4 | ZynergyRetirementPlanningLLC | $231,775 | 4,581 | Added |
| 5 | GAMMA Investing LLC | $212,773 | 4,205 | Trimmed |
| 6 | ATWOOD & PALMER INC | $135,608 | 2,680 | Hold |
| 7 | Bullock Wealth Management Group | $127,227 | 2,487 | Added |
| 8 | Versant Capital Management, Inc | $61,580 | 1,217 | Added |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $61,530 | 1,216 | Hold |
| 10 | Roxbury Financial LLC | $44,972 | 889 | Added |
| 11 | Planning Strategies Inc. | $33,447 | 661 | Hold |
| 12 | TOMPKINS FINANCIAL CORP | $15,180 | 300 | Hold |
| 13 | MassMutual Private Wealth & Trust, FSB | $14,370 | 284 | Trimmed |
| 14 | Byrne Asset Management LLC | $10,230 | 200 | Hold |
| 15 | GK Wealth Management LLC | $6,669 | 132 | New |
| 16 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30