LPL Financial LLC
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1403438
FORT MILL, SC
Position in EDU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$682,681
-$790,718 QoQ
Shares Held
14,870
-42.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 169 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026LPL Financial LLC holds $26,124,437 across 14 Education & Training Services names. EDU ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRN |
Stride, Inc.
|
194,146 | $16,743,151 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
|
12,457 | $1,782,721 | |
| 3 | CVSA |
Covista Inc.
|
13,289 | $1,656,606 | |
| 4 | STRA |
Strategic Education, Inc.
|
18,084 | $1,385,596 | |
| 5 | TAL |
TAL Education Group
|
81,746 | $782,309 | |
| 6 | LINC |
Lincoln Educational Services Corp
|
14,599 | $728,490 | |
| 7 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
14,870 | $682,681 | |
| 8 | UTI |
Universal Technical Institute Inc
|
15,355 | $656,733 |
All Filings in EDU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,681 | 14,870 | Shares | Sole | 2026-08-07 | |
| 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 | |
| 2022-03-31 | $3,219 | 27,997 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,966 | 42,697 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,064 | 63,728 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $177,935 | 217,260 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $322,630 | 230,450 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $463,298 | 24,934 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $350,009 | 23,412 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $311,458 | 23,916 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $279,973 | 25,866 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||