New Oriental Education & Technology Group Inc. (EDU) shareholders
EDUNYSEServices-Educational ServicesFiscal year ends May 31Also trades as NWOEF
$53.28+0.76 (+1.45%)
Close on Nov 13, 2026Market cap $8.25BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
49M
Shares held, 13F filers
Institutional holders
168
28 new, 34 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
0 buys · 6 sales
Net sold $4.10M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Michael Minhong Yu | 199,072,160 | – | 13G (passive) amendment | Dec 31, 2023 |
| First Beijing Investment Ltd | 171,713,780 | 10.90% | 13G (passive) amendment | Mar 31, 2026 |
| Invesco Ltd. | 85,367,984 | 5.40% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EDU | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| First Beijing Investment Ltd | 8,733,979 | – | $400.98M | −261,279 | 16.41% |
| Invesco Ltd. | 4,817,200 | – | $221.16M | −40,578 | 0.02% |
| Aspex Management (HK) Ltd | 4,523,574 | – | $207.68M | −9,091 | 2.34% |
| Discerene Group LP | 3,077,987 | – | $141.31M | +1,192,164 | 15.89% |
| Renaissance Technologies LLC | 2,857,164 | – | $131.17M | −90,700 | 0.18% |
| Orbis Allan Gray Ltd | 2,162,403 | – | $99.28M | +991,452 | 0.34% |
| Alkeon Capital Management LLC | 1,727,986 | – | $79.33M | – | 0.11% |
| UBS Group AG | 1,702,544 | – | $78.16M | +495,093 | 0.01% |
| UBS Asset Management Americas Inc | 1,477,776 | – | $67.84M | −114,387 | 0.01% |
| Federated Hermes, Inc. | 1,447,999 | – | $66.48M | +12,129 | 0.10% |
| Morgan Stanley | 1,433,721 | – | $65.82M | −705,959 | 0.00% |
| Schroder Investment Management Group | 1,109,993 | – | $51.28M | – | 0.04% |
| Alliancebernstein L.P. | 1,085,798 | – | $61.49M | +77,452 | 0.02% |
| BlackRock, Inc. | 1,027,386 | – | $47.17M | −420,750 | 0.00% |
| FMR LLC | 952,436 | – | $43.73M | −998,260 | 0.00% |
| Citadel Advisors LLC | 786,424 | – | $36.10M | +216,714 | 0.00% |
| Serenity Capital Management Pte. Ltd. | 767,324 | – | $35.23M | +110,446 | 10.62% |
| Point72 Asset Management, L.P. | 694,983 | – | $31.91M | −92,837 | 0.04% |
| Man Group plc | 609,300 | – | $27.97M | +135,839 | 0.04% |
| Goldman Sachs Group Inc | 590,619 | – | $27.12M | −102,489 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 168 | 49M | 28 / 51 | 65 / 34 | 5M | 8M |
| Q1 2026 | 178 | 51M | 36 / 63 | 45 / 21 | 9M | 10M |
| Q4 2025 | 165 | 53M | 36 / 47 | 49 / 22 | 14M | 10M |
| Q3 2025 | 154 | 50M | 24 / 45 | 60 / 35 | 6M | 11M |
| Q2 2025 | 166 | 55M | 33 / 40 | 66 / 31 | 8M | 18M |
| Q1 2025 | 166 | 65M | 29 / 52 | 59 / 63 | 20M | 19M |
| Q4 2024 | 203 | 64M | 45 / 53 | 78 / 54 | 13M | 14M |
| Q3 2024 | 215 | 66M | 38 / 71 | 79 / 49 | 15M | 14M |
| Q2 2024 | 228 | 65M | 30 / 72 | 95 / 52 | 15M | 23M |
| Q1 2024 | 254 | 74M | 49 / 80 | 106 / 30 | 19M | 11M |
| Q4 2023 | 236 | 66M | 68 / 59 | 89 / 17 | 19M | 14M |
| Q3 2023 | 187 | 62M | 39 / 56 | 64 / 27 | 15M | 17M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
48 funds held EDU in Q2 2026, 20% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of EDU | Value | % of fund | As of |
|---|---|---|---|---|---|
| Invesco Developing Markets Fund | 1,996,679 | – | $117.58M | 1.33% | Jul 31, 2026 |
| AB Emerging Markets Opportunities ETF | 839,140 | – | $38.52M | 1.81% | Jun 30, 2026 |
| Fidelity China Region Fund | 260,556 | – | $15.34M | 0.60% | Jul 31, 2026 |
| Strategic Advisers Fidelity Emerging Markets Fund | 186,889 | – | $8.56M | 0.02% | May 31, 2026 |
| New World Fund Inc | 143,041 | – | $8.42M | 0.01% | Jul 31, 2026 |
| Invesco Asia Pacific Equity Fund | 137,251 | – | $8.08M | 1.68% | Jul 31, 2026 |
| Invesco Golden Dragon China ETF | 63,839 | – | $3.76M | 3.82% | Jul 31, 2026 |
| Disciplined Value Emerging Markets Equity Trust | 57,730 | – | $2.65M | 0.85% | Jun 30, 2026 |
| Strategic Advisers Emerging Markets Fund | 52,114 | – | $2.39M | 0.01% | May 31, 2026 |
| Nomura Emerging Markets Fund | 50,000 | – | $2.29M | 0.02% | May 29, 2026 |
| Empower Emerging Markets Equity Fund | 45,660 | – | $2.10M | 0.11% | Jun 30, 2026 |
| Disciplined Value Emerging Markets Equity Fund | 37,721 | – | $1.73M | 1.15% | May 31, 2026 |
| AB Emerging Markets Multi-Asset Portfolio | 34,690 | – | $1.59M | 0.89% | Jun 30, 2026 |
| Lazard Emerging Markets Equity Advantage Portfolio | 32,495 | – | $1.49M | 0.16% | Jun 30, 2026 |
| BlackRock Global Allocation Fund, Inc. | 31,058 | – | $1.83M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Zhihui Yang | Executive President | 232,178 | Jul 16, 2026 |
| Chenggang Zhou | Director | 429,998 | Aug 11, 2026 |
| Yue Zhuge | Director | 1,200 | Aug 3, 2026 |
| Yanhong Robin Li | Director | 51,282 | Jul 17, 2026 |
| Michael Minhong Yu | Director | 168,756,645 | Jul 16, 2026 |
| Louis Hsieh | Director | 28,863 | Jul 15, 2026 |
| Denny Ting Bun Lee | Director | 80,758 | Jul 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Chenggang Zhou Director | Aug 10, 2026 | Sale | −56,948 | $56.83 | $3.24M | 429,998 |
| Chenggang Zhou Director | Aug 7, 2026 | Sale | −13,052 | $56.32 | $735.09K | 486,946 |
| Yue Zhuge Director | Aug 3, 2026 | Sale | −400 | $60.00 | $24.00K | 1,200 |
| Yue Zhuge Director | Aug 3, 2026 | Sale | −1,200 | $59.41 | $71.29K | 0 |
| Yue Zhuge Director | Jul 31, 2026 | Sale | −400 | $59.00 | $23.60K | 1,600 |
| Yue Zhuge Director | Jul 31, 2026 | Sale | −170 | $58.96 | $10.02K | 2,000 |
| Yanhong Robin Li Director | Jul 16, 2026 | Tax withholding | −830 | $49.91 | $41.43K | 51,282 |
| Zhihui Yang Executive President | Jul 16, 2026 | Tax withholding | −45,360 | $49.91 | $2.26M | 232,178 |
| Yue Zhuge Director | Jul 16, 2026 | Tax withholding | −830 | $49.91 | $41.43K | 2,170 |
| Michael Minhong Yu Director | Jul 16, 2026 | Tax withholding | −68,310 | $49.91 | $3.41M | 206,591 |
| Chenggang Zhou Director | Jul 16, 2026 | Tax withholding | −32,501 | $49.91 | $1.62M | 499,998 |
| Yanhong Robin Li Director | Jul 15, 2026 | Option exercise | +3,000 | – | – | 52,112 |
| Zhihui Yang Executive President | Jul 15, 2026 | Option exercise | +100,000 | – | – | 277,538 |
| Yue Zhuge Director | Jul 15, 2026 | Option exercise | +3,000 | – | – | 3,000 |
| Michael Minhong Yu Director | Jul 15, 2026 | Option exercise | +150,000 | – | – | 274,901 |
| Chenggang Zhou Director | Jul 15, 2026 | Option exercise | +72,000 | – | – | 532,499 |
| Denny Ting Bun Lee Director | Jul 15, 2026 | Option exercise | +4,500 | – | – | 80,758 |
| Louis Hsieh Director | Jul 15, 2026 | Option exercise | +3,000 | – | – | 28,863 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
2M shares short
Days to cover
2.2
At 1M shares a day
Change since last report
-10.7%
From 3M shares
Short volume, 20 days
54.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of New Oriental Education & Technology's stock actually held short. Settlement fails (shares not delivered on time) peaked at 5,256 shares on Aug 17, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Chenggang Zhou Director | Aug 6, 2026 | 70,000 | $3.98M | Aug 7, 2026 | Employee Stock Option Exercise |
| Yue Zhuge Director | Jul 30, 2026 | 2,170 | $122.78K | Jul 31, 2026 | Employee Stock OptionExercise |
| Yue Zhuge Director | Jul 30, 2026 | 2,170 | $122.78K | Jul 31, 2026 | Employee Stock Option Exercise |
| Chenggang Zhou Officer | Feb 5, 2026 | 79,999 | $5.02M | Feb 6, 2026 | Employee Stock Option Exercise |
| Yue Zhuge Director | Jan 29, 2026 | 1,187 | $69.97K | Jan 29, 2026 | Employee Stock OptionExercise |
| Louis Hsieh Officer | Jan 21, 2025 | 21,363 | $1.30M | Jan 22, 2025 | Employee Stock Option Exercise |
| Louis Hsieh Officer | Nov 7, 2024 | 21,363 | $1.32M | Nov 7, 2024 | Employee Stock Option Exercise |
| Zhihui Yang Officer | Feb 22, 2024 | 30,000 | $2.70M | Feb 23, 2024 | Employee Stock Option Exercise |
| Chenggang Zhou Officer | Nov 9, 2023 | 33,877 | $2.30M | Nov 10, 2023 | Employee Stock Option Exercise |
| Chenggang Zhou Officer | Oct 31, 2023 | 80,588 | $5.16M | Nov 1, 2023 | Employee Stock Option Exercise |
| Tigerstep Developments Limited Affiliate | Oct 30, 2023 | 300,000 | $19.35M | Oct 30, 2023 | Private Placement |
| Zhihui Yang Officer | Oct 27, 2023 | 50,000 | $3.23M | Oct 30, 2023 | Employee Stock Option Exercise |
| Michael Minhong Yu Officer | Jul 27, 2023 | 110,000 | $5.49M | Jul 27, 2023 | Employee Stock Option Exercise |
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