Middlesex Water Co (MSEX) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

17,965,272Shares Outstanding

379,048Shares held by institutions

$20,877,964Value of institutional holdings

74.68%Institutional ownership %

-2.07%Shares Changed QoQ

194No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Middlesex Water Co (NASDAQ:MSEX) includes 194 filers as of the latest reporting cycle ending December 2025.

Middlesex Water saw its institutional ownership percentage fell to 74.7% in December 2025 from 79.7% in September 2025.
Quarterly data indicates a -2.07% shift in institutional share volume, and the annual owner count reflects a decrease of 7.62%.
A review of institutional activity for Middlesex Water shows 81 of 194 filers increasing their positions, while 75 reduced their stake, and 38 remained unchanged.
This class of investors decreased its holdings in Middlesex Water to 13.42Mn shares for the 13F-cycle ending December 2025, down by 284.12K shares quarter on quarter, and down 133.66K shares year over year.
BlackRock, Inc. continues to be the largest institutional holder of Middlesex Water as of December 31, 2025, with a position of 3.45Mn shares, representing 19.22% of the company's outstanding stock.
Among the most significant buyers of Middlesex Water during December 2025 were MORGAN STANLEY (563.46K), Neuberger Berman Group LLC (512.11K), BlackRock, Inc. (97.31K), TSP Capital Management Group, LLC (68.85K), Aventail Capital Group, LP (45.51K).
Leading sellers of Middlesex Water stock in December 2025 included T. Rowe Price Investment Management, Inc. (1.28Mn), GOLDMAN SACHS GROUP INC (86.22K), RENAISSANCE TECHNOLOGIES LLC (85.80K), JANE STREET GROUP, LLC (73.59K), D. E. Shaw & Co., Inc. (56.46K).
The top 10 institutional holders of Middlesex Water for the quarter ending December 2025 included BlackRock, Inc. (3.45Mn), Neuberger Berman Group LLC (1.52Mn), VANGUARD GROUP INC (1.40Mn), MORGAN STANLEY (1.07Mn), STATE STREET CORP (730.07K), GEODE CAPITAL MANAGEMENT, LLC (464.48K), Legal & General Group Plc (388.55K), T. Rowe Price Investment Management, Inc. (350.38K), DIMENSIONAL FUND ADVISORS LP (342.72K), Ledgewood Wealth Advisors, LLC (254.02K).

194 Institutional Holders

379,048 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
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
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	350,377	-1,282,852	-78.55%	$17,667.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	342,716	-4,456	-1.28%	$17,280,198.00
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
GOLDMAN SACHS GROUP INC	31 Dec, 2025	159,051	-86,221	-35.15%	$8,019,353.00
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
ProShare Advisors LLC	31 Dec, 2025	118,876	-509	-0.43%	$5,993,728.00

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