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Middlesex Water (MSEX) Institutional Ownership

Middlesex Water logo
$53.56 +1.13 (+2.16%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$53.46 -0.11 (-0.20%)
As of 10/2/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Middlesex Water (NASDAQ:MSEX)

Current
Institutional Ownership
Percentage
79.52%
Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$307.19M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$133.59M
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MSEX Institutional Buying and Selling by Quarter

Middlesex Water Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2026Versant Capital Management Inc987$52K0.0%+44.7%0.005%
9/9/2026Tidal Investments LLC10,515$591K0.0%+22.6%0.056%
9/9/2026Integrated Wealth Concepts LLC493$28K0.0%N/A0.003%
9/9/2026Baird Financial Group Inc.29,878$1.68M0.0%-4.8%0.159%
9/8/2026Allworth Financial LP775$44K0.0%+41.4%0.004%
8/27/2026Corient Private Wealth LP17,591$988K0.0%+5.9%0.093%
8/26/2026Amundi8,272$465K0.0%+51.0%0.044%
8/20/2026Penn Capital Management Company LLC54,308$3.05M0.2%+1.3%0.288%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC41,679$2.34M0.0%-24.9%0.221%
8/19/2026Northstar Asset Management Inc.27,967$1.57M0.5%-26.9%0.148%
8/17/2026Corient Private Wealth LP21,752$1.22M0.0%N/A0.115%
8/17/2026Bank of America Corp DE40,437$2.27M0.0%N/A0.215%
8/15/2026Odyssean LLC17,227$967K0.2%+133.0%0.091%
8/15/2026Jupiter Topco LLC129,345$7.26M0.0%N/A0.687%
8/14/2026Legal & General Group Plc437,504$24.57M0.0%N/A2.322%
8/14/2026The Manufacturers Life Insurance Company4,927$277K0.0%N/A0.026%
8/14/2026Cullen Capital Management LLC6,943$390K0.0%N/A0.037%
8/13/2026Magellan Asset Management Ltd15,503$871K0.0%N/A0.082%
8/12/2026Northwestern Mutual Wealth Management Co.442$25K0.0%N/A0.002%
8/12/2026Ieq Capital LLC3,895$219K0.0%N/A0.021%
8/11/2026Allworth Financial LP775$44K0.0%N/A0.004%
8/7/2026Nuance Investments LLC85,830$4.82M0.8%N/A0.456%
8/7/2026BlackRock Inc.3,134,461$176.03M0.0%N/A16.637%
8/7/2026Deutsche Bank AG20,876$1.17M0.0%N/A0.111%
8/7/2026Perigon Wealth Management LLC4,979$280K0.0%N/A0.026%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.472$27K0.0%N/A0.003%
8/6/2026Global Retirement Partners LLC1,274$72K0.0%N/A0.007%
8/6/2026Bank of New York Mellon Corp179,021$10.05M0.0%N/A0.950%
7/2/2026Versant Capital Management Inc682$38K0.0%+328.9%0.004%
6/3/2026Parallel Advisors LLC521$27K0.0%+68.6%0.003%
5/26/2026Glenmede Trust Co. NA3,978$207K0.0%N/A0.021%
5/19/2026Western Wealth Management LLC625$33K0.0%N/A0.003%
5/19/2026Bank of America Corp DE69,321$3.61M0.0%+11.3%0.372%
5/18/2026Royal Bank of Canada3,401$177K0.0%-13.2%0.018%
5/16/2026The Manufacturers Life Insurance Company4,918$256K0.0%-11.8%0.026%
5/16/2026Quantinno Capital Management LP37,365$1.95M0.0%+28.8%0.201%
5/14/2026Renaissance Technologies LLC147,013$7.65M0.0%+13.8%0.790%
5/14/2026Sei Investments Co.4,108$214K0.0%N/A0.022%
5/13/2026First Trust Advisors LP6,423$334K0.0%+31.0%0.034%
5/12/2026Magellan Asset Management Ltd15,503$807K0.0%+24.9%0.083%
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5/8/2026PNC Financial Services Group Inc.15,890$827K0.0%+3.4%0.085%
5/8/2026Cassaday & Co Wealth Management LLC2,187$114K0.0%N/A0.012%
5/7/2026Dimensional Fund Advisors LP345,761$18.00M0.0%+0.9%1.857%
5/7/2026Parallel Advisors LLC521$27K0.0%+68.6%0.003%
5/7/2026KBC Group NV857$45K0.0%N/A0.005%
5/7/2026Swiss National Bank36,262$1.89M0.0%+2.3%0.195%
5/5/2026Bank of New York Mellon Corp177,618$9.25M0.0%-1.8%0.956%
5/4/2026Principal Financial Group Inc.105,387$5.49M0.0%-29.3%0.567%
5/1/2026Fifth Third Bancorp4,393$229K0.0%+3,228.0%0.024%
4/27/2026New York State Teachers Retirement System8,433$439K0.0%-6.4%0.045%
4/27/2026Private Advisor Group LLC11,969$623K0.0%+1.9%0.064%
4/24/2026TSP Capital Management Group LLC210,332$10.95M2.7%+11.8%1.132%
4/23/2026Inspire Investing LLC9,857$513K0.0%+6.6%0.053%
4/22/2026Janney Montgomery Scott LLC4,836$252K0.0%+4.4%0.026%
4/22/2026Sterling Capital Management LLC531$28K0.0%-41.6%0.003%
4/21/2026Louisiana State Employees Retirement System8,100$422K0.0%N/A0.044%
4/16/2026SG Americas Securities LLC28,664$1.49M0.0%+178.8%0.154%
3/17/2026Rockefeller Capital Management L.P.6,077$306K0.0%+531.0%0.033%
3/9/2026Corient Private Wealth LLC11,328$571K0.0%+11.3%0.061%
2/19/2026T. Rowe Price Investment Management Inc.1,699,403$85.68M0.1%+4.1%9.266%
2/19/2026Invesco Ltd.307,594$15.51M0.0%+5.9%1.677%
2/19/2026Corient Private Wealth LLC22,656$1.14M0.0%+122.6%0.124%
2/18/2026State of Tennessee Department of Treasury4,033$211K0.0%-7.3%0.022%
2/18/2026Zimmer Partners LP183,657$9.26M0.2%+18.8%1.002%
2/18/2026Odyssean LLC8,765$442K0.3%N/A0.048%
2/18/2026Inspire Investing LLC9,243$466K0.0%+10.4%0.050%
2/18/2026Aventail Capital Group LP45,509$2.30M0.1%N/A0.248%
2/17/2026AQR Capital Management LLC22,607$1.14M0.0%-52.9%0.123%
2/17/2026Amundi5,477$276K0.0%N/A0.030%
2/17/2026Price T Rowe Associates Inc. MD27,875$1.41M0.0%+14.9%0.152%
2/17/2026T. Rowe Price Investment Management Inc.350,377$17.67M0.0%-78.5%1.910%
2/17/2026Russell Investments Group Ltd.4,904$247K0.0%-54.8%0.027%
2/17/2026State of Wisconsin Investment Board8,304$419K0.0%-5.9%0.045%
2/17/2026ExodusPoint Capital Management LP15,863$800K0.0%N/A0.086%
2/17/2026Royal Bank of Canada3,919$197K0.0%-86.3%0.021%
2/16/2026Verition Fund Management LLC8,688$438K0.0%-14.1%0.047%
2/16/2026NFJ Investment Group LLC38,178$1.93M0.1%-4.9%0.208%
2/16/2026Barclays PLC28,545$1.44M0.0%+13.3%0.156%
2/13/2026The Manufacturers Life Insurance Company 5,573$281K0.0%-8.1%0.030%
2/13/2026CANADA LIFE ASSURANCE Co18,777$947K0.0%-44.4%0.102%
2/13/2026Morgan Stanley1,066,578$53.78M0.0%+112.0%5.816%
2/13/2026Public Sector Pension Investment Board63,472$3.20M0.0%-9.7%0.346%
2/13/2026First Trust Advisors LP4,904$247K0.0%-27.3%0.027%
2/13/2026Charles Schwab Investment Management Inc.210,787$10.63M0.0%+3.0%1.149%
2/13/2026State Street Corp730,072$36.81M0.0%+3.9%3.981%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC73,892$3.73M0.0%+60.6%0.403%
2/13/2026Wells Fargo & Company MN25,529$1.29M0.0%+47.4%0.139%
2/13/2026Cullen Capital Management LLC5,053$255K0.0%+7.6%0.028%
2/13/2026Quadrant Capital Group LLC1,478$75K0.0%-79.8%0.008%
2/12/2026Commonwealth Equity Services LLC9,300$469K0.0%+8.3%0.051%
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2/12/2026Northstar Asset Management Inc.47,128$2.38M0.6%-9.0%0.257%
2/12/2026Renaissance Technologies LLC129,213$6.52M0.0%-39.9%0.705%
2/12/2026Dimensional Fund Advisors LP342,716$17.28M0.0%-1.3%1.869%
2/12/2026Ensign Peak Advisors Inc2,500$126K0.0%N/A0.014%
2/12/2026IQ EQ FUND MANAGEMENT IRELAND Ltd15,722$793K0.1%+15.4%0.086%
2/12/2026Swiss National Bank35,462$1.79M0.0%+2.3%0.193%
2/12/2026Nuveen LLC38,934$1.96M0.0%-2.0%0.212%
2/11/2026Janney Montgomery Scott LLC4,634$234K0.0%-11.4%0.025%
2/11/2026Illinois Municipal Retirement Fund9,703$489K0.0%+3.4%0.053%
2/11/2026Deutsche Bank AG16,241$819K0.0%+2.6%0.089%


MSEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 188 institutional investors and hedge funds held shares of Middlesex Water. The most heavily invested institutionals were BlackRock Inc. ($176.03M), T. Rowe Price Investment Management Inc. ($85.68M), Vanguard Group Inc. ($70.53M), Morgan Stanley ($53.78M), State Street Corp ($36.81M), Legal & General Group Plc ($24.57M), and Geode Capital Management LLC ($23.42M).Learn more on Middlesex Water's institutional investors.

79.52% of Middlesex Water's stock is owned by institutional investors. Learn more on MSEX's institutional investor holdings.

Of the 162 institutional investors that purchased Middlesex Water's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($3.13M), Legal & General Group Plc ($570.46K), Morgan Stanley ($563.46K), T. Rowe Price Investment Management Inc. ($202.80K), Bank of New York Mellon Corp ($189.76K), Zimmer Partners LP ($173.86K), and GAMMA Investing LLC ($142.28K).

Institutional investors have bought a total of 5,594,123 shares in the last 24 months. This purchase volume represents approximately $307.19M in transactions.

Of the 58 institutional investors that sold Middlesex Water's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: T. Rowe Price Investment Management Inc. ($1.28M), First Trust Advisors LP ($658.88K), Goldman Sachs Group Inc. ($86.22K), Renaissance Technologies LLC ($85.80K), Vanguard Group Inc. ($50.79K), Principal Financial Group Inc. ($43.75K), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($42.59K).

Institutional investors have sold a total of 2,581,429 shares in the last 24 months. This volume of shares sold represents approximately $133.59M in transactions.


Related Companies

Institutional ownership data for NASDAQ:MSEX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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