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Security record · archived quarter

EDU

New Oriental Education & Technology Group Inc. · Consumer Defensive · Education & Training Services

58.39 -0.4% mkt cap $9.22B quote delayed (FMP) · as of Oct 12 20:09 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
71Tracked holders
-1Δ holders
26.40MShares held
$1.21BReported value
+9New positions
−11Exits
Falling Conviction score 33/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.4% · share flow -6.1% · net new positions -2.8% — formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 71 -1 26.40M $1.21B +9 −11
Q1 2026 74 +7 28.63M $1.61B +11 −4
Q4 2025 66 -1 26.97M $1.48B +1 −2
Q3 2025 12 +1 13.49M $715.80M +2 −2
Q2 2025 9 -2 7.19M $387.90M +1 −3
Q1 2025 9 0 8.77M $419.10M +2 −2
Q4 2024 9 -2 10.16M $652.37M +1 −3
Q3 2024 10 0 9.40M $707.63M +1 −1
Q2 2024 10 — 8.49M $660.22M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Invesco Ltd. 4.82M -0.8% $221.16M 0.0% ▼ Trim 3 SEC ↗ ×5
2 Renaissance Technologies ✦ 2.86M -3.1% $131.17M 0.2% ▼ Trim 9 SEC ↗
3 Alkeon Capital Management Llc 1.73M 0.0% $79.33M 0.3% Held 3 SEC ↗ ×2
4 UBS Group AG 1.70M +41.0% $78.16M 0.0% ▲ Add 3 SEC ↗ ×5
5 UBS AM, a distinct business unit of… 1.48M -7.2% $67.84M 0.0% ▼ Trim 3 SEC ↗ ×5
6 Federated Hermes, Inc. 1.45M +0.8% $66.48M 0.1% ▲ Add 3 SEC ↗
7 Morgan Stanley ✦ 1.43M -33.0% $65.82M 0.0% ▼ Trim 4 SEC ↗ ×6
8 Alliancebernstein L.P. 1.09M +7.7% $61.49M 0.0% ▲ Add 2 SEC ↗
9 Schroder Investment Management Group 1.11M 0.0% $51.28M 0.0% Held 2 SEC ↗
10 BlackRock ✦ (passive) 1.03M -29.1% $47.17M 0.0% ▼ Trim 5 SEC ↗ ×13
11 Fidelity (FMR) ✦ 952.44K -51.2% $43.73M 0.0% ▼ Trim 5 SEC ↗ ×6
12 Citadel Advisors ✦ 786.42K +38.0% $36.10M 0.0% ▲ Add 9 SEC ↗ ×2
13 Point72 Asset Management ✦ 694.98K -11.8% $31.91M 0.1% ▼ Trim 3 SEC ↗
14 Man Group plc 609.30K +28.7% $27.97M 0.1% ▲ Add 3 SEC ↗
15 Goldman Sachs Group ✦ 590.62K -14.8% $27.12M 0.0% ▼ Trim 4 SEC ↗ ×2
16 Lazard Asset Management Llc 456.18K +39.4% $20.94M 0.0% ▲ Add 2 SEC ↗
17 Mackenzie Financial Corp 350.00K -25.9% $16.07M 0.0% ▼ Trim 3 SEC ↗
18 Bank Of America Corp /De/ 300.27K -28.7% $13.79M 0.0% ▼ Trim 3 SEC ↗
19 Qube Research & Technologies Ltd 248.64K New $11.41M 0.0% New 1 SEC ↗
20 Arrowstreet Capital ✦ 242.50K +6477.2% $11.13M 0.0% ▲ Add 2 SEC ↗
21 Marshall Wace ✦ 208.03K +112.5% $9.55M 0.0% ▲ Add 4 SEC ↗ ×4
22 FIL Ltd 203.04K +35.1% $9.32M 0.0% ▲ Add 3 SEC ↗
23 Principal Financial Group Inc 189.30K New $8.69M 0.0% New 1 SEC ↗
24 Bnp Paribas Financial Markets 177.23K -22.6% $8.14M 0.0% ▼ Trim 3 SEC ↗
25 Capital World Investors ✦ 144.53K New $6.64M 0.0% New 1 SEC ↗
26 Northern Trust Corp 106.62K -9.5% $4.89M 0.0% ▼ Trim 3 SEC ↗ ×3
27 BNP Paribas Asset Management… 101.59K +108.4% $4.66M 0.0% ▲ Add 2 SEC ↗
28 Legal & General Group Plc 95.02K 0.0% $4.37M 0.0% Held 3 SEC ↗ ×2
29 Boston Partners 91.42K -25.2% $4.20M 0.0% ▼ Trim 3 SEC ↗
30 Manufacturers Life Insurance… 73.00K New $3.35M 0.0% New 1 SEC ↗
31 Millennium Management ✦ 68.55K -75.6% $3.15M 0.0% ▼ Trim 9 SEC ↗
32 Quantinno Capital Management LP 54.79K +12.1% $2.52M 0.0% ▲ Add 3 SEC ↗
33 Mitsubishi UFJ Trust & Banking Corp 53.73K +159.2% $2.47M 0.0% ▲ Add 2 SEC ↗
34 Nomura Asset Management… 50.00K -62.3% $2.30M 0.0% ▼ Trim 3 SEC ↗
35 Healthcare Of Ontario Pension Plan… 48.50K -85.6% $2.23M 0.0% ▼ Trim 3 SEC ↗
36 Barclays Plc 40.55K +86.8% $1.86M 0.0% ▲ Add 3 SEC ↗
37 Two Sigma Investments ✦ 40.49K +26.1% $1.86M 0.0% ▲ Add 4 SEC ↗
38 Hsbc Holdings Plc 38.38K +66.0% $1.77M 0.0% ▲ Add 3 SEC ↗ ×2
39 Us Bancorp \De\ 35.85K +0.2% $1.65M 0.0% ▲ Add 3 SEC ↗ ×3
40 Swedbank AB 35.65K 0.0% $1.64M 0.0% Held 3 SEC ↗
41 Pacer Advisors, Inc. 320.17K +59.2% $1.47M 0.0% ▲ Add 3 SEC ↗
42 Franklin Resources Inc 31.73K 0.0% $1.46M 0.0% ▼ Trim 3 SEC ↗ ×2
43 Storebrand Asset Management As 28.48K -23.7% $1.31M 0.0% ▼ Trim 3 SEC ↗
44 Robeco Institutional Asset… 27.70K +31.2% $1.27M 0.0% ▲ Add 3 SEC ↗
45 Envestnet Asset Management Inc 26.04K -1.2% $1.20M 0.0% ▼ Trim 2 SEC ↗
46 JPMorgan Chase ✦ 22.47K +947.4% $1.04M 0.0% ▲ Add 4 SEC ↗ ×6
47 Citigroup Inc 22.55K -87.8% $1.04M 0.0% ▼ Trim 3 SEC ↗ ×3
48 American Century Companies Inc 20.58K 0.0% $944,782 0.0% Held 3 SEC ↗
49 LPL Financial LLC 14.87K -42.9% $682,682 0.0% ▼ Trim 2 SEC ↗
50 AQR Capital Management ✦ 12.80K New $587,704 0.0% New 1 SEC ↗
51 Ameriprise Financial Inc 11.63K -2.2% $533,933 0.0% ▼ Trim 3 SEC ↗ ×2
52 Simplex Trading, Llc 10.05K -0.3% $461,211 0.0% ▼ Trim 2 SEC ↗
53 Balyasny Asset Management L.P. 9.30K -95.0% $426,779 0.0% ▼ Trim 3 SEC ↗
54 TD Waterhouse Canada Inc. 8.93K -5.7% $425,425 0.0% ▼ Trim 3 SEC ↗
55 Victory Capital Management Inc 7.48K New $343,361 0.0% New 1 SEC ↗
56 DZ BANK AG Deutsche Zentral… 7.00K 0.0% $321,369 0.0% Held 3 SEC ↗
57 Russell Investments Group, Ltd. 6.93K +98914.3% $318,206 0.0% ▲ Add 3 SEC ↗ ×3
58 Focus Partners Wealth 5.99K New $275,139 0.0% New 1 SEC ↗
59 Jane Street Group, Llc 5.14K +0.1% $236,207 0.0% ▲ Add 3 SEC ↗ ×2
60 Assetmark, Inc 5.10K -10.6% $234,003 0.0% ▼ Trim 3 SEC ↗
61 Nuveen, LLC 4.90K New $224,822 0.0% New 1 SEC ↗
62 Pnc Financial Services Group, Inc. 3.67K -5.3% $168,305 0.0% ▼ Trim 3 SEC ↗ ×4
63 Mirae Asset Global Investments Co.… 3.60K -30.9% $165,184 0.0% ▼ Trim 3 SEC ↗
64 Rhumbline Advisers 2.00K +2.8% $92,001 0.0% ▲ Add 3 SEC ↗
65 Royal Bank Of Canada 1.58K -32.2% $73,000 0.0% ▼ Trim 3 SEC ↗ ×3
66 Pictet Asset Management Holding SA 1.22K New $56,148 0.0% New 1 SEC ↗
67 Rockefeller Capital Management L.P. 319 0.0% $14,645 0.0% Held 3 SEC ↗ ×4
68 Wells Fargo & Company/Mn 246 +39.8% $11,309 0.0% ▲ Add 3 SEC ↗ ×3
69 Osaic Holdings, Inc. 158 +426.7% $7,292 0.0% ▲ Add 3 SEC ↗
70 Jones Financial Companies Lllp 100 0.0% $4,634 0.0% Held 3 SEC ↗
71 Northwestern Mutual Wealth… 13 -81.2% $597 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Amundi $28.76M was 0.0%
Susquehanna International… $5.52M was 0.0%
Massachusetts Financial… $3.27M was 0.0%
Deutsche Bank Ag\ $2.67M was 0.0%
Hrt Financial Lp $2.44M was 0.0%
Squarepoint Ops LLC $2.05M was 0.0%
LMR Partners LLP $1.26M was 0.0%
Cerity Partners LLC $226,973 was 0.0%
Corient Private Wealth LP $214,914 was 0.0%
Walleye Trading LLC $201,093 was 0.0%
Group One Trading Llc $200,187 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 210.61K shares, $2.77M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 10 Zhou Chenggang

Director · 56.95K sh · $3.24M

Aug 07 Zhou Chenggang

Director · 13.05K sh · $735,089

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 12 SC 13G/A — NORGES BANK

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API