Middlesex Water MSEX Institutional Ownership

NASDAQ MSEX
$55.80 +2.17 (+4.05%)
At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

227 Institutions
Increased 121 53.3%
Unchanged 51 22.5%
Reduced 55 24.2%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
83.31%
▲+2.39 pp QoQ
Shares Held by Institutions
15.70Mn
of 18.84Mn outstanding
▲+4.43% QoQ
Shares Outstanding
18.84Mn
3.15Mn held outside 13F filers
Institutional Investors
227
filed 13F for Jun 2026
▲+7 vs prior quarter
Net Shares Added (QoQ)
+665.22K
accumulated since last quarter
Value of Holdings
$875.90Mn
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

Middlesex Water Co (NASDAQ:MSEX) appeared in the 13F filings of 227 institutional investors for the quarter ended June 30, 2026.

Form 13F Holdings

227 Institutional Holders

Report period 30 Jun, 2026
Total shares held 15.70Mn
Of outstanding 83.31%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 BlackRock, Inc. 0002012383 3,134,461 16.63% ▲117,859 +3.91% $176.03Mn
2 T. Rowe Price Investment Management, Inc. 0001897612 1,746,560 9.27% ▲4,468 +0.26% $98.09K
3 Neuberger Berman Group LLC 0001465109 1,604,067 8.51% ▲54,161 +3.49% $90.08Mn
4 Morgan Stanley 0000895421 1,101,704 5.85% ▼5,911 -0.53% $61.87Mn
5 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 802,323 4.26% ▼25,630 -3.10% $45.06Mn
6 State Street Corp 0000093751 798,240 4.24% ▲54,178 +7.28% $44.83Mn
7 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 513,809 2.73% ▲25,742 +5.27% $28.86Mn
8 GEODE CAPITAL MANAGEMENT, LLC 0001214717 500,555 2.66% ▲30,638 +6.52% $28.12Mn
9 Legal & General Group Plc 0000764068 437,504 2.32% ▲31,657 +7.80% $24.57Mn
10 DIMENSIONAL FUND ADVISORS LP 0000354204 348,430 1.85% ▲2,669 +0.77% $19.57Mn
11 Invesco Ltd. 0000914208 280,212 1.49% ▼10,419 -3.58% $15.74Mn
12 Ledgewood Wealth Advisors, LLC 0002064043 254,016 1.35% 0 0.00% $14.27Mn
13 Northern Trust Corp 0000073124 222,747 1.18% ▲24,651 +12.44% $12.51Mn
14 TSP Capital Management Group, LLC 0001317208 211,037 1.12% ▲705 +0.34% $11.85Mn
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0000884546 193,653 1.03% ▲1,768 +0.92% $10.88Mn
16 Bank of New York Mellon Corp 0001390777 179,021 0.95% ▲1,403 +0.79% $10.05Mn
17 Zimmer Partners, LP 0001565854 176,903 0.94% 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 0.84% ▼36,933 -18.84% $8.93Mn
20 FIRST MANHATTAN CO. LLC. 0000728083 141,624 0.75% ▼2,265 -1.57% $7.95Mn