Middlesex Water Co (MSEX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

18,154,000Shares Outstanding

15,633,011Shares held by institutions

$834,959,118Value of institutional holdings

86.11%Institutional ownership %

10.80%Shares Changed QoQ

198No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Middlesex Water Co (NASDAQ:MSEX) is held by 198 institutional investors per 13F filings through December 2025.

Their combined ownership stood at 85.2% of outstanding shares in December 2025, up from 79.5% in September 2025.
They increased total shares held in Middlesex Water by 10.06% from the prior quarter, while the number of investors in MSEX decreased 5.71% year over year.
Of these 198 holders, 86 added to their stakes in Middlesex Water, 74 trimmed positions, and 38 made no changes.
Combined, these investors held 15.47Mn shares in MSEX for December 2025, up by 1.41Mn shares quarter on quarter, and up 1.25Mn shares year over year.
As of December 31, 2025, Ledgewood Wealth Advisors, LLC held the largest stake in Middlesex Water with 254.02K shares, accounting for 1.4% of total shares outstanding.
The biggest buyers of Middlesex Water for the quarter ending December 2025 included TSP Capital Management Group, LLC (22.25K), SG Americas Securities, LLC (18.38K), Perigon Wealth Management, LLC (4.09K), EXCHANGE TRADED CONCEPTS, LLC (1.58K), Inspire Investing, LLC (614).
Top sellers of MSEX stock for the quarter ending December 2025 included Abacus Wealth Partners, LLC (1.25K), GAMMA Investing LLC (846), Versant Capital Management, Inc (575), Sterling Capital Management LLC (379), Louisiana State Employees Retirement System (300).
Business Quant data shows the 10 biggest positions in Middlesex Water as of December 2025 are held by Ledgewood Wealth Advisors, LLC (254.02K), TSP Capital Management Group, LLC (210.33K), EXCHANGE TRADED CONCEPTS, LLC (42.12K), SG Americas Securities, LLC (28.66K), OPPENHEIMER & CO INC (27.8K), Abacus Wealth Partners, LLC (10.84K), Inspire Investing, LLC (9.86K), State of Alaska, Department of Revenue (9.59K), Parcion Private Wealth LLC (8.12K), Louisiana State Employees Retirement System (8.1K).

198 Institutional Holders

15,633,011 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	3,453,484	97,315	2.90%	$174,124,639.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	2,049,780	416,551	25.50%	$103,351.00
Neuberger Berman Group LLC	31 Dec, 2025	1,523,562	512,108	50.63%	$76,817,996.00
VANGUARD GROUP INC	31 Dec, 2025	1,398,851	25,363	1.85%	$70,530,067.00
Morgan Stanley	31 Dec, 2025	1,066,578	563,457	111.99%	$53,776,892.00
State Street Corp	31 Dec, 2025	730,072	27,597	3.93%	$36,810,230.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	464,484	5,132	1.12%	$23,424,424.00
Legal & General Group Plc	31 Dec, 2025	388,546	8,784	2.31%	$19,590,489.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	342,716	-4,456	-1.28%	$17,280,198.00
Goldman Sachs Group Inc	31 Dec, 2025	318,102	72,830	29.69%	$16,038,706.00
Invesco Ltd.	31 Dec, 2025	307,594	17,261	5.95%	$15,508,891.00
Ledgewood Wealth Advisors, LLC	31 Dec, 2025	254,016	0	0.00%	$12,807,479.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	210,787	6,081	2.97%	$10,627,881.00
Northern Trust Corp	31 Dec, 2025	198,348	-3,956	-1.96%	$10,000,706.00
TSP Capital Management Group, LLC	31 Dec, 2025	188,078	68,854	57.75%	$9,482,915.00
Zimmer Partners, LP	31 Dec, 2025	183,657	29,100	18.83%	$9,259,986.00
Bank of New York Mellon Corp	31 Dec, 2025	180,805	14,084	8.45%	$9,116,203.00
Principal Financial Group Inc	31 Dec, 2025	149,134	22,791	18.04%	$7,519,337.00
FIRST MANHATTAN CO. LLC.	31 Dec, 2025	147,228	-125	-0.08%	$7,423,236.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	129,213	-85,800	-39.90%	$6,514,919.00

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