Middlesex Water MSEX Institutional Ownership

NASDAQ MSEX

$57.91 -0.24 (-0.41%)

At close: Sep 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

226 Institutions

Increased 121 53.5%

Unchanged 50 22.1%

Reduced 55 24.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

84.95%

▲+2.71 pp QoQ

Shares Held by Institutions

15.89Mn

of 18.71Mn outstanding

▲+5.92% QoQ

Shares Outstanding

18.71Mn

2.82Mn held outside 13F filers

Institutional Investors

226

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

+888.16K

accumulated since last quarter

Value of Holdings

$924.05Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Middlesex Water Co (NASDAQ:MSEX) appears in 226 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 84.9% of Middlesex Water's outstanding shares in June 2026, up from 82.2% in March 2026.
Their total shares held in MSEX increased 5.92% from the prior quarter, while the number of investors in Middlesex Water increased 4.63% year over year.
Among the 226 funds, 121 bought more Middlesex Water shares, 55 sold down, and 50 held their ground.
In total, institutional investors held 15.89Mn shares in Middlesex Water as of June 2026, up by 888.16K shares quarter on quarter, and up 2.62Mn shares year over year.
BlackRock, Inc. holds the largest position in MSEX at 3.13Mn shares as of June 30, 2026, or 16.76% of shares outstanding.
Leading buyers of Middlesex Water shares for the quarter ending June 2026 were Sixth Street Partners Management Company, L.P. (193.65K), Jupiter Topco LLC (129.34K), BlackRock, Inc. (117.86K), TWO SIGMA INVESTMENTS, LP (97.48K), AQR CAPITAL MANAGEMENT LLC (66.69K).
Top sellers of MSEX stock for the quarter ending June 2026 included JANE STREET GROUP, LLC (82.18K), Goldman Sachs Group Inc (45.12K), MIROVA (36.93K), RENAISSANCE TECHNOLOGIES LLC (36.2K), Bank Of America Corp /De/ (28.88K).
Per Business Quant, the top 10 investors in MSEX for the quarter ending June 2026 include BlackRock, Inc. (3.13Mn), T. Rowe Price Investment Management, Inc. (1.75Mn), Neuberger Berman Group LLC (1.6Mn), Morgan Stanley (1.1Mn), VANGUARD CAPITAL MANAGEMENT LLC (802.32K), State Street Corp (798.24K), VANGUARD PORTFOLIO MANAGEMENT LLC (513.81K), GEODE CAPITAL MANAGEMENT, LLC (500.56K), Legal & General Group Plc (437.5K), DIMENSIONAL FUND ADVISORS LP (348.43K).

Form 13F Holdings

226 Institutional Holders

Report period 30 Jun, 2026

Total shares held 15.89Mn

Of outstanding 84.95%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	3,134,461	16.76%	▲117,859	+3.91%	$176.03Mn
2	T. Rowe Price Investment Management, Inc.	0001897612	1,746,560	9.34%	▲4,468	+0.26%	$98.09K
3	Neuberger Berman Group LLC	0001465109	1,604,067	8.57%	▲54,161	+3.49%	$90.08Mn
4	Morgan Stanley	0000895421	1,101,704	5.89%	▼5,911	-0.53%	$61.87Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	802,323	4.29%	▼25,630	-3.10%	$45.06Mn
6	State Street Corp	0000093751	798,240	4.27%	▲54,178	+7.28%	$44.83Mn
7	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	513,809	2.75%	▲25,742	+5.27%	$28.86Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	500,555	2.68%	▲30,638	+6.52%	$28.12Mn
9	Legal & General Group Plc	0000764068	437,504	2.34%	▲31,657	+7.80%	$24.57Mn
10	DIMENSIONAL FUND ADVISORS LP	0000354204	348,430	1.86%	▲2,669	+0.77%	$19.57Mn
11	Invesco Ltd.	0000914208	280,212	1.50%	▼10,419	-3.58%	$15.74Mn
12	Ledgewood Wealth Advisors, LLC	0002064043	254,016	1.36%	0	0.00%	$14.27Mn
13	Northern Trust Corp	0000073124	222,747	1.19%	▲24,651	+12.44%	$12.51Mn
14	TSP Capital Management Group, LLC	0001317208	211,037	1.13%	▲705	+0.34%	$11.85Mn
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	193,653	1.04%	▲1,768	+0.92%	$10.88Mn
15	Sixth Street Partners Management Company, L.P.	0001812095	193,653	1.04%	▲193,653	0.00%	$10.88Mn
16	Bank of New York Mellon Corp	0001390777	179,021	0.96%	▲1,403	+0.79%	$10.05Mn
17	Zimmer Partners, LP	0001565854	176,903	0.95%	0	0.00%	$9.93Mn
18	TWO SIGMA INVESTMENTS, LP	0001179392	163,002	0.87%	▲97,485	+148.79%	$9.15Mn
19	MIROVA	0001767843	159,067	0.85%	▼36,933	-18.84%	$8.93Mn

Showing 1 to 20 of 226 holders