Middlesex Water Co (MSEX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

429,200Shares held by institutions

$22,644,592Value of institutional holdings

73.65%Institutional ownership %

-4.17%Shares Changed QoQ

215No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Middlesex Water Co (NASDAQ:MSEX) has 198 institutional investors with active 13F positions as of December 2025.

They owned 85.2% of outstanding stock in December 2025, up from 79.5% the prior quarter.
Their total shares held in MSEX increased 10.06% quarter over quarter, and separately, investors owning Middlesex Water decreased 5.71% from a year ago.
During the quarter, 86 of these 198 funds increased positions in MSEX, 74 reduced exposure, and 38 held steady.
The aggregate institutional position in Middlesex Water amounted to 15.47Mn shares as of December 2025, up by 1.41Mn shares quarter on quarter, and up 1.25Mn shares year over year.
BlackRock, Inc. holds the largest position in MSEX at 3.45Mn shares as of December 31, 2025, or 19.02% of shares outstanding.
The largest buyers of Middlesex Water for the quarter ending December 2025 were Morgan Stanley (563.46K), Neuberger Berman Group LLC (512.11K), T. Rowe Price Investment Management, Inc. (416.55K), BlackRock, Inc. (97.32K), TSP Capital Management Group, LLC (68.85K).
The largest sellers of Middlesex Water for the quarter ending December 2025 were Bank Of America Corp /De/ (100.91K), Goldman Sachs Group Inc (86.22K), RENAISSANCE TECHNOLOGIES LLC (85.8K), D. E. Shaw & Co., Inc. (56.46K), Jpmorgan Chase & Co (42.48K).
Per Business Quant data, the top 10 holders of Middlesex Water for the quarter ending December 2025 are BlackRock, Inc. (3.45Mn), T. Rowe Price Investment Management, Inc. (2.05Mn), Neuberger Berman Group LLC (1.52Mn), VANGUARD GROUP INC (1.4Mn), Morgan Stanley (1.07Mn), State Street Corp (730.07K), GEODE CAPITAL MANAGEMENT, LLC (464.48K), Legal & General Group Plc (388.55K), DIMENSIONAL FUND ADVISORS LP (342.72K), Invesco Ltd. (307.59K).

198 Institutional Holders

429,200 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	97,315	2.90%	$0.00
Neuberger Berman Group LLC	31 Dec, 2025	512,108	50.63%	$0.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	416,551	25.50%	$0.00
Barclays Plc	31 Dec, 2025	-26,578	-48.22%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	25,363	1.85%	$0.00
Ledgewood Wealth Advisors, LLC	31 Dec, 2025	0	0.00%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	11,191	1,162.10%	$0.00
Morgan Stanley	31 Dec, 2025	563,457	111.99%	$0.00
UBS Group AG	31 Dec, 2025	-21,671	-27.59%	$0.00
State Street Corp	31 Dec, 2025	27,597	3.93%	$0.00
Aventail Capital Group, LP	31 Dec, 2025	45,509	0.00%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	5,132	1.12%	$0.00
Nuveen, LLC	31 Dec, 2025	-778	-1.96%	$0.00
Legal & General Group Plc	31 Dec, 2025	8,784	2.31%	$0.00
NFJ INVESTMENT GROUP, LLC	31 Dec, 2025	-1,973	-4.91%	$0.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	-4,456	-1.28%	$0.00
Corient Private Wealth LLC	31 Dec, 2025	23,804	233.83%	$0.00
Invesco Ltd.	31 Dec, 2025	17,261	5.95%	$0.00
Quantinno Capital Management LP	31 Dec, 2025	6,594	29.41%	$0.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	6,081	2.97%	$0.00

1 - 20 of 198

Research Tools