LPL Financial LLC
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1403438
FORT MILL, SC
Position in EDU
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,473,399
+$1,191,881 QoQ
Shares Held
26,018
+600.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 177 holders
Holding Since
Mar 2023
5 quarters on record
Voting authority
Sole 35.61380582673534.ToString("F0")%
Shared 0.ToString("F0")%
None 64.38619417326467.ToString("F0")%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026LPL Financial LLC holds $25,477,408 across 12 Education & Training Services names. EDU ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRN |
Stride, Inc.
|
189,771 | $16,732,109 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
|
12,591 | $2,140,847 | |
| 3 | STRA |
Strategic Education, Inc.
|
22,497 | $1,866,351 | |
| 4 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
26,018 | $1,473,399 | |
| 5 | CVSA |
Covista Inc.
|
11,614 | $1,338,513 | |
| 6 | PRDO |
PERDOCEO EDUCATION Corp
|
13,549 | $504,158 | |
| 7 | UTI |
Universal Technical Institute Inc
|
13,322 | $480,924 | |
| 8 | LGCY |
Legacy Education Inc.
|
26,882 | $336,562 |
All Filings in EDU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,473,399 | 26,018 | Shares | Sole | 2026-05-06 | |
| 2024-09-30 | $281,518 | 3,712 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,667,930 | 21,458 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $617,811 | 7,116 | Shares | Sole | 2024-05-10 | |
| 2023-03-31 | $507,142 | 13,135 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||