Who Owns New Oriental Education & Technology Group Sponsored Stock?
NYSE: EDUReal EstateOther Consumer ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 33.87%
- Held by insiders
- 2.25%
- Institutional holders
- 254
- Institutions 33.9%
- Insiders 2.3%
- Public and other 63.9%
Who owns New Oriental Education & Technology Group Sponsored stock?
Institutional investors own about 33.9% of New Oriental Education & Technology Group Sponsored's shares, spread across 254 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 2.25% of EDU.
The largest institutional holders are First Beijing Investment Ltd (5.63%), Invesco Ltd. (3.11%) and Aspex Management (HK) Ltd (2.92%). Together, the top 10 institutions control 21.0% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their EDU positions and 5 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of EDU
| Institution | Shares | % Held | Change |
|---|---|---|---|
| First Beijing Investment Ltd | 8.73M | 5.63% | -2.9% |
| Invesco Ltd. | 4.82M | 3.11% | -0.8% |
| Aspex Management (HK) Ltd | 4.52M | 2.92% | -0.2% |
| Discerene Group, LP | 3.08M | 1.99% | +63.2% |
| Renaissance Technologies, LLC | 2.86M | 1.84% | -3.1% |
| Orbis Allan Gray Ltd | 2.16M | 1.39% | +84.7% |
| Alkeon Capital Management LLC | 1.73M | 1.11% | 0.0% |
| UBS Group AG | 1.70M | 1.10% | +41.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.48M | 0.95% | -7.2% |
| Federated Hermes, Inc. | 1.45M | 0.93% | +0.8% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of EDU
| Fund | Shares | % Held |
|---|---|---|
| AIM Investment Fd.s -Invesco Developing Markets Fd. | 2.00M | 1.29% |
| ACAP Strategic Fund | 853.55K | 0.55% |
| Fidelity Investment Trust-Fidelity China Region Fund | 369.76K | 0.24% |
| Advantage Advisers Xanthus Fund, L.L.C. | 241.97K | 0.16% |
| New World Fund Inc | 143.04K | 0.09% |
| AIM Intl Mutual Fd.s -Invesco Asia Pacific Eqy. Fd. | 137.25K | 0.09% |
| Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF | 63.08K | 0.04% |
| John Hancock Varbl Insurance TRT-Disciplined Value Emerging Markets Eq | 57.73K | 0.04% |
| Delaware Group Global & Intl Fd.s-Nomura Emerging Markets Fd. | 50.00K | 0.03% |
| EMPOWER FUNDS, INC.-Empower Emerging Markets Equity Fund | 45.66K | 0.03% |
Frequently asked questions
Who is the largest shareholder of New Oriental Education & Technology Group Sponsored?
First Beijing Investment Ltd is the largest institutional shareholder of EDU, owning 5.63% of shares outstanding (8.73M shares) as of its latest 13F filing.
What percentage of New Oriental Education & Technology Group Sponsored is owned by institutions?
Institutions own about 33.9% of EDU shares and 34.7% of the public float.
How much of New Oriental Education & Technology Group Sponsored do insiders own?
Insiders, such as officers and directors, own about 2.25% of EDU shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.