EDU · New Oriental Education & Technology Group Inc.

$57.94 +0.22 (+0.38%) At close · Aug 27

Market Cap

$9.26B

166.71M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 170

Total Value: $2,274,000,488

Total Shares: 49,539,697

Showing 1–100 of 176 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 170 13F filers · Δ vs Mar 31, 2026

Top Holder

17.6%

+0.4 pts

Top 5

48.5%

+3.6 pts

Top 10

65.7%

+4.3 pts

HHI

667

Broadly held+55

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -10

Institutional value: -23.2%

Shares held: -5.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Small Discerene Group LP	+1,192,164	3,077,987
Large Orbis Allan Gray Ltd	+991,452	2,162,403
Mega UBS Group AG	+461,843	1,702,544
Small Monolith Management Ltd	+341,539	439,500
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	+238,813	242,500

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega FMR LLC	−998,260	952,436
Mega MORGAN STANLEY	−705,959	1,433,721
Mega BlackRock, Inc.	−420,750	1,027,386
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	−288,200	48,500
Mid First Beijing Investment Ltd	−261,279	8,733,979

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega Qube Research & Technologies Ltd	248,637	$11,414,924
Mega PRINCIPAL FINANCIAL GROUP INC	189,300	$8,690,763
Mega Capital World Investors	144,529	$6,635,326
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE	73,000	$3,351,430
Large Jain Global LLC	21,707	$996,568

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Greenwoods Asset Management Hong Kong Ltd.	1,328,218	$75,216,984
Small Green Court Capital Management Ltd	293,420	$16,616,374
Large Walleye Trading LLC	202,551	$11,470,463
Small BRIGHT VALLEY CAPITAL Ltd	175,750	$9,952,722
Small Aubrey Capital Management Ltd	174,600	$9,887,598

Filter: New 28 Increased 51 Reduced 66 Sold out 38 Unchanged 25

Showing 100 of 176

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

First Beijing Investment Ltd

$400,976,975

17.63%

8,733,979

Invesco Ltd.

$221,157,650

9.73%

4,817,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	2,134,640	$98,001,322	44.3%	Defined
Invesco Asset Management Limited joint	2,617,814	$120,183,840	54.3%	Defined
Invesco Capital Management LLC	64,746	$2,972,488	1.3%	Defined

Aspex Management (HK) Ltd

$207,677,282

9.13%

4,523,574

Discerene Group LP

$141,310,383

6.21%

3,077,987

RENAISSANCE TECHNOLOGIES LLC

$131,172,399

5.77%

2,857,164

Orbis Allan Gray Ltd

$99,275,921

4.37%

2,162,403

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ORBIS INVESTMENT MANAGEMENT LTD	2,162,403	$99,275,921	100.0%	Defined

ALKEON CAPITAL MANAGEMENT LLC

$79,331,836

3.49%

1,727,986

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OPPENHEIMER ASSET MANAGEMENT INC.	282,838	$12,985,092	16.4%	Other
Held directly	1,445,148	$66,346,744	83.6%	Sole

UBS Group AG

$78,163,793

3.44%

1,702,544

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	285	$13,084	0.0%	Defined
UBS AG	1,283,018	$58,903,356	75.4%	Defined
UBS Switzerland AG	124,350	$5,708,908	7.3%	Defined
UBS Europe SE	294,159	$13,504,839	17.3%	Defined
UBS Securities LLC	732	$33,606	0.0%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$67,844,693

2.98%

1,477,776

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	302	$13,864	0.0%	Defined
UBS Asset Management Switzerland AG	636,336	$29,214,185	43.1%	Sole
UBS Asset Management (UK) Ltd.	12,935	$593,845	0.9%	Sole
Held directly	828,203	$38,022,799	56.0%	Other

FEDERATED HERMES, INC.

$66,477,634

2.92%

1,447,999

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HERMES INVESTMENT MANAGEMENT LTD	1,447,999	$66,477,634	100.0%	Defined

MORGAN STANLEY

$65,822,128

2.89%

1,433,721

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	11,636	$534,208	0.8%	Defined
MORGAN STANLEY & CO. LLC	3,312	$152,053	0.2%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	1,241,155	$56,981,426	86.6%	Defined
MORGAN STANLEY SMITH BARNEY LLC	4,902	$225,050	0.3%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	172,716	$7,929,391	12.0%	Defined

SCHRODER INVESTMENT MANAGEMENT GROUP

$50,959,778

2.24%

1,109,993

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Schroder Investment Management (Singapore) Ltd.	1,109,993	$50,959,778	100.0%	Sole

ALLIANCEBERNSTEIN L.P.

$49,848,986

2.19%

1,085,798

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	1,085,798	$49,848,986	100.0%	Defined

BlackRock, Inc.

$47,167,284

2.07%

1,027,386

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	32,020	$1,470,038	3.1%	Sole
BlackRock Investment Management (Australia) Ltd	4,388	$201,453	0.4%	Sole
BlackRock Asset Management Canada Ltd	572	$26,260	0.1%	Sole
BlackRock Asset Management North Asia Ltd	60,612	$2,782,696	5.9%	Sole
BlackRock Investment Management, LLC	25,028	$1,149,035	2.4%	Sole
BLACKROCK ADVISORS LLC	67,203	$3,085,289	6.5%	Sole
BlackRock Fund Advisors	237	$10,880	0.0%	Sole
BlackRock Institutional Trust Company, N.A.	245,523	$11,271,960	23.9%	Sole
BlackRock Investment Management (UK) Ltd.	8,401	$385,689	0.8%	Sole
BlackRock (Netherlands) B.V.	13,641	$626,258	1.3%	Sole
BlackRock Asset Management Ireland Ltd	15,799	$725,332	1.5%	Sole
BlackRock (Luxembourg) S.A.	345,172	$15,846,846	33.6%	Sole
Aperio Group, LLC	208,790	$9,585,548	20.3%	Sole

FMR LLC

$43,726,333

1.92%

952,436

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC joint	630,332	$28,938,541	66.2%	Defined
STRATEGIC ADVISERS LLC	412	$18,914	0.0%	Defined
Fidelity Institutional Asset Management Trust Co	77,649	$3,564,865	8.2%	Defined
FIAM LLC	243,842	$11,194,786	25.6%	Defined
Fidelity Diversifying Solutions LLC	201	$9,227	0.0%	Defined

CITADEL ADVISORS LLC

$36,104,725

1.59%

786,424

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	162,071	$7,440,679	20.6%	Defined
Held directly	624,353	$28,664,046	79.4%	Defined

SERENITY CAPITAL MANAGEMENT PTE. LTD.

$35,227,844

1.55%

767,324

Point72 Asset Management, L.P.

$31,906,669

1.40%

694,983

Man Group plc

$27,972,963

1.23%

609,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	609,300	$27,972,963	100.0%	Defined

GOLDMAN SACHS GROUP INC

$27,115,317

1.19%

590,619

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	494,238	$22,690,466	83.7%	Defined
GOLDMAN SACHS INTERNATIONAL	96,381	$4,424,851	16.3%	Defined

Yiheng Capital Management, L.P.

$24,623,874

1.08%

536,351

Amundi

$23,449,817

1.03%

510,778

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amundi Asset Management joint	510,778	$23,449,817	100.0%	Defined

LAZARD ASSET MANAGEMENT LLC

$20,943,086

0.92%

456,177

Monolith Management Ltd

$20,177,445

0.89%

439,500

SOUTHEASTERN ASSET MANAGEMENT INC/TN/

$18,896,464

0.83%

411,598

Carmignac Gestion

$16,912,876

0.74%

368,392

MACKENZIE FINANCIAL CORP

$16,068,637

0.71%

350,003

BANK OF AMERICA CORP /DE/

$13,785,257

0.61%

300,267

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	300,267	$13,785,257	100.0%	Defined

SHAH CAPITAL MANAGEMENT

$13,537,298

0.60%

294,866

Qube Research & Technologies Ltd

$11,414,924

0.50%

248,637

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$11,133,175

0.49%

242,500

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$10,256,294

0.45%

223,400

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	223,400	$10,256,294	100.0%	Other

MARSHALL WACE, LLP

$9,550,471

0.42%

208,026

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	169,758	$7,793,588	81.6%	Other
MARSHALL WACE ASIA Ltd	38,268	$1,756,883	18.4%	Other

FIL Ltd

$9,321,658

0.41%

203,042

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FIL Investment Management (Hong Kong) Ltd	203,042	$9,321,658	100.0%	Defined

PRINCIPAL FINANCIAL GROUP INC

$8,690,763

0.38%

189,300

BNP PARIBAS ARBITRAGE, SA

$8,136,721

0.36%

177,232

Oasis Management Co Ltd.

$7,467,445

0.33%

162,654

Capital World Investors

$6,635,326

0.29%

144,529

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAPITAL GROUP COMPANIES INC joint	144,529	$6,635,326	100.0%	Defined

ACADIAN ASSET MANAGEMENT LLC

$5,952,415

0.26%

129,654

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	129,654	$5,952,415	100.0%	Defined

Harvest Fund Management Co., Ltd

$5,757,343

0.25%

125,405

NORTHERN TRUST CORP

$4,894,785

0.22%

106,617

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	106,617	$4,894,785	100.0%	Defined

Tairen Capital Ltd

$4,714,957

0.21%

102,700

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

$4,663,905

0.21%

101,588

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AXA INVESTMENT MANAGERS UK LIMITED	101,588	$4,663,905	100.0%	Defined

CITADEL ADVISORS LLC

$4,549,681

0.20%

99,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	99,100	$4,549,681	100.0%	Defined

Legal & General Group Plc

$4,362,275

0.19%

95,018

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management Ltd joint	95,018	$4,362,275	100.0%	Defined

Boston Partners

$4,197,092

0.18%

91,420

AIA Group Ltd

$3,794,140

0.17%

82,643

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AIA Investment Management Private Ltd	82,643	$3,794,140	100.0%	Defined

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$3,351,430

0.15%

73,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	73,000	$3,351,430	100.0%	Defined

Polymer Capital Management (HK) LTD

$3,251,621

0.14%

70,826

MILLENNIUM MANAGEMENT LLC

$3,147,130

0.14%

68,550

Quantinno Capital Management LP

$2,515,317

0.11%

54,788

Mitsubishi UFJ Trust & Banking Corp

$2,466,836

0.11%

53,732

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
First Sentier Investors RQI Pty Ltd	53,732	$2,466,836	100.0%	Defined

NOMURA ASSET MANAGEMENT INTERNATIONAL INC.

$2,295,500

0.10%

50,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA HOLDINGS INC joint	50,000	$2,295,500	100.0%	Defined

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

$2,226,635

0.10%

48,500

Schonfeld Strategic Advisors LLC

$1,987,214

0.09%

43,285

BARCLAYS PLC

$1,861,788

0.08%

40,553

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	40,553	$1,861,788	100.0%	Defined

TWO SIGMA INVESTMENTS, LP

$1,859,079

0.08%

40,494

HSBC HOLDINGS PLC

$1,761,887

0.08%

38,377

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Hongkong & Shanghai Banking Corp Ltd / ASP	49	$2,249	0.1%	Defined
HSBC BANK PLC	38,328	$1,759,638	99.9%	Defined

US BANCORP \DE\

$1,646,055

0.07%

35,854

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	35,809	$1,643,990	99.9%	Defined
U.S. BANCORP ADVISORS, LLC	45	$2,065	0.1%	Defined

Swedbank AB

$1,636,737

0.07%

35,651

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Swedbank Robur Fonder AB	35,651	$1,636,737	100.0%	Defined

FACTORY MUTUAL INSURANCE CO

$1,502,129

0.07%

32,719

FRANKLIN RESOURCES INC

$1,456,540

0.06%

31,726

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FIDUCIARY TRUST INTERNATIONAL LLC	1,526	$70,058	4.8%	Defined
TEMPLETON ASSET MANAGEMENT LTD	30,200	$1,386,482	95.2%	Defined

EDMOND DE ROTHSCHILD HOLDING S.A.

$1,423,210

0.06%

31,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE)	31,000	$1,423,210	100.0%	Sole

STOREBRAND ASSET MANAGEMENT AS

$1,307,424

0.06%

28,478

Robeco Institutional Asset Management B.V.

$1,271,798

0.06%

27,702

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,253,343

0.06%

27,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	27,300	$1,253,343	100.0%	Other

ENVESTNET ASSET MANAGEMENT INC

$1,195,266

0.05%

26,035

Pinpoint Asset Management (Singapore) Pte. Ltd.

$1,193,568

0.05%

25,998

CITIGROUP INC

$1,035,316

0.05%

22,551

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	3,297	$151,365	14.6%	Defined
Citigroup Financial Products Inc. joint	19,254	$883,951	85.4%	Defined

JPMORGAN CHASE & CO

$1,031,412

0.05%

22,466

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	9	$413	0.0%	Other
JPMorgan Chase Bank, N.A.	46	$2,111	0.2%	Defined
J.P. Morgan Investment Management Inc.	1,781	$81,765	7.9%	Defined
J.P. Morgan Securities LLC	20,331	$933,396	90.5%	Defined
J.P. Morgan SE	299	$13,727	1.3%	Defined

Tower Research Capital LLC (TRC)

$1,008,826

0.04%

21,974

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	21,974	$1,008,826	100.0%	Other

Jain Global LLC

$996,568

0.04%

21,707

FOX RUN MANAGEMENT, L.L.C.

$945,470

0.04%

20,594

AMERICAN CENTURY COMPANIES INC

$944,781

0.04%

20,579

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	20,579	$944,781	100.0%	Defined

HighVista Strategies LLC

$942,853

0.04%

20,537

PROFUND ADVISORS LLC

$941,017

0.04%

20,497

CITADEL ADVISORS LLC

$918,200

0.04%

20,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	20,000	$918,200	100.0%	Defined

XTX Topco Ltd

$883,537

0.04%

19,245

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	19,245	$883,537	100.0%	Defined

SG Americas Securities, LLC

$839,097

0.04%

18,277

JANE STREET GROUP, LLC

$766,697

0.03%

16,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	16,700	$766,697	100.0%	Defined

Laird Norton Wetherby Trust Company, LLC

$765,181

0.03%

16,667

OVERSEA-CHINESE BANKING Corp Ltd

$741,125

0.03%

16,143

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Great Eastern Life Assurance Company Limited	16,143	$741,125	100.0%	Defined

DV EQUITIES, LLC

$735,110

0.03%

16,012

B. Metzler seel. Sohn & Co. AG

$728,545

0.03%

15,869

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Metzler Asset Management GmbH	15,869	$728,545	100.0%	Defined

BlueCrest Capital Management Ltd

$725,378

0.03%

15,800

LPL Financial LLC

$682,681

0.03%

14,870

PCM Encore, LLC

$670,286

0.03%

14,600

Crossmark Global Holdings, Inc.

$640,306

0.03%

13,947

XY Capital Ltd

$625,294

0.03%

13,620

AQR CAPITAL MANAGEMENT LLC

$587,693

0.03%

12,801

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

$585,168

0.03%

12,746

AMERIPRISE FINANCIAL INC

$533,933

0.02%

11,630

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	11,186	$513,549	96.2%	Defined
Ameriprise Financial Services, LLC	444	$20,384	3.8%	Defined

Steward Partners Investment Advisory, LLC

$507,259

0.02%

11,049

Collaborative Fund Advisors, LLC

$496,333

0.02%

10,811

SIMPLEX TRADING, LLC

$461,211

0.02%

10,046

DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.

$459,100

0.02%

10,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dymon Asia Capital (HK) Ltd	10,000	$459,100	100.0%	Defined

Prescott Group Capital Management, L.L.C.

$459,100

0.02%

10,000

Vanguard Personalized Indexing Management, LLC

$439,588

0.02%

9,575

Balyasny Asset Management L.P.

$426,779

0.02%

9,296

TD Waterhouse Canada Inc.

$409,976

0.02%

8,930

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	8,930	$409,976	100.0%	Defined

Key facts CIK 1372920 CUSIP 647581206 13F (30d) 148 filings 148 filers Visit website Investor relations