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Middlesex Water (MSEX) Institutional Ownership

Middlesex Water logo
$52.03 +0.10 (+0.19%)
Closing price 05/13/2026 04:00 PM Eastern
Extended Trading
$52.12 +0.09 (+0.17%)
As of 05/13/2026 07:59 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.

Institutional Ownership Changes (13F Filings) for Middlesex Water (NASDAQ:MSEX)

Current
Institutional Ownership
Percentage
79.52%
Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$103.81M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$141.48M
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MSEX Institutional Buying and Selling by Quarter

Middlesex Water Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/12/2026 Magellan Asset Management Ltd15,503$807K0.0%+24.9%0.083%
5/8/2026 PNC Financial Services Group Inc.15,890$827K0.0%+3.4%0.085%
5/8/2026 Cassaday & Co Wealth Management LLC2,187$114K0.0%N/A0.012%
5/7/2026 Dimensional Fund Advisors LP345,761$18.00M0.0%+0.9%1.857%
5/7/2026 Parallel Advisors LLC521$27K0.0%+68.6%0.003%
5/7/2026 KBC Group NV857$45K0.0%N/A0.005%
5/7/2026 Swiss National Bank36,262$1.89M0.0%+2.3%0.195%
5/5/2026 Bank of New York Mellon Corp177,618$9.25M0.0%-1.8%0.956%
5/4/2026 Principal Financial Group Inc.105,387$5.49M0.0%-29.3%0.567%
5/1/2026 Fifth Third Bancorp4,393$229K0.0%+3,228.0%0.024%
4/27/2026 New York State Teachers Retirement System8,433$439K0.0%-6.4%0.045%
4/27/2026 Private Advisor Group LLC11,969$623K0.0%+1.9%0.064%
4/24/2026 TSP Capital Management Group LLC210,332$10.95M2.7%+11.8%1.132%
4/23/2026 Inspire Investing LLC9,857$513K0.0%+6.6%0.053%
4/22/2026 Janney Montgomery Scott LLC4,836$252K0.0%+4.4%0.026%
4/22/2026 Sterling Capital Management LLC531$28K0.0%-41.6%0.003%
4/21/2026 Louisiana State Employees Retirement System8,100$422K0.0%N/A0.044%
4/16/2026 SG 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%
2/19/2026 Invesco 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%
2/18/2026 Inspire 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%
2/17/2026 Russell 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%
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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%
2/13/2026 Wells Fargo & Company MN25,529$1.29M0.0%+47.4%0.139%
2/13/2026Cullen Capital Management LLC5,053$255K0.0%+7.6%0.028%
2/13/2026 Quadrant Capital Group LLC1,478$75K0.0%-79.8%0.008%
2/12/2026 Commonwealth Equity Services LLC9,300$469K0.0%+8.3%0.051%
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%
2/12/2026 Dimensional Fund Advisors LP342,716$17.28M0.0%-1.3%1.869%
2/12/2026Ensign Peak Advisors Inc2,500$126K0.0%N/A0.014%
2/12/2026 IQ EQ FUND MANAGEMENT IRELAND Ltd15,722$793K0.1%+15.4%0.086%
2/12/2026 Swiss National Bank35,462$1.79M0.0%+2.3%0.193%
2/12/2026 Nuveen LLC38,934$1.96M0.0%-2.0%0.212%
2/11/2026 Janney Montgomery Scott LLC4,634$234K0.0%-11.4%0.025%
2/11/2026 Illinois Municipal Retirement Fund9,703$489K0.0%+3.4%0.053%
2/11/2026 Deutsche Bank AG16,241$819K0.0%+2.6%0.089%
2/11/2026Cerity Partners LLC9,256$467K0.0%-23.7%0.050%
2/11/2026 LPL Financial LLC26,072$1.32M0.0%-8.1%0.142%
2/11/2026Franklin Resources Inc.14,899$751K0.0%-1.3%0.081%
2/11/2026 CenterBook Partners LP24,165$1.22M0.1%+52.6%0.132%
2/10/2026 TD Asset Management Inc28,784$1.45M0.0%+6.3%0.157%
2/10/2026Goldman Sachs Group Inc.159,051$8.02M0.0%-35.2%0.867%
2/9/2026Geode Capital Management LLC464,484$23.42M0.0%+1.1%2.533%
2/9/2026 Penn Capital Management Company LLC50,956$2.57M0.2%+28.3%0.278%
2/9/2026 Legal & General Group Plc388,546$19.59M0.0%+2.3%2.119%
2/9/2026 Catalyst Funds Management Pty Ltd21,488$1.08M0.3%-6.1%0.117%
2/6/2026 ProShare Advisors LLC118,876$5.99M0.0%-0.4%0.648%
2/5/2026 Abacus Wealth Partners LLC12,084$609K0.1%N/A0.066%
2/4/2026 Oregon Public Employees Retirement Fund4,214$212K0.0%+5.0%0.023%
2/3/2026 International Assets Investment Management LLC2,536$128K0.0%N/A0.014%
2/2/2026 Oppenheimer & Co. Inc.27,366$1.38M0.0%+2.2%0.149%
1/29/2026Comerica Bank6,103$308K0.0%+16.9%0.033%
1/29/2026 UBS Group AG56,865$2.87M0.0%-27.6%0.310%
1/29/2026 Teachers Retirement System of The State of Kentucky4,527$229K0.0%-10.5%0.025%
1/29/2026Vanguard Group Inc.1,398,851$70.53M0.0%+1.8%7.627%
1/28/2026 Arizona State Retirement System5,063$255K0.0%-4.2%0.028%
1/28/2026 Universal Beteiligungs und Servicegesellschaft mbH6,907$351K0.0%-26.4%0.038%
1/27/2026Zurcher Kantonalbank Zurich Cantonalbank4,140$209K0.0%-88.7%0.023%
1/26/2026CWM LLC2,231$112K0.0%-42.9%0.012%
1/23/2026 State of Alaska Department of Revenue9,870$496K0.0%+2.8%0.054%
1/21/2026 Yousif Capital Management LLC4,871$259K0.0%-11.9%0.027%
1/21/2026 TSP Capital Management Group LLC188,078$9.48M2.3%+57.8%1.026%
1/14/2026 Exchange Traded Concepts LLC40,541$2.04M0.0%+0.7%0.221%
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1/9/2026 SG Americas Securities LLC10,282$518K0.0%-61.2%0.056%
1/5/2026 GAMMA Investing LLC6,640$335K0.0%+42.8%0.036%
1/1/2026JPMorgan Chase & Co.35,312$1.91M0.0%-11.0%0.193%
11/24/2025 Penn Capital Management Company LLC39,705$2.15M0.2%+129.7%0.217%
11/19/2025 Coldstream Capital Management Inc.4,191$227K0.0%-10.0%0.023%
11/17/2025CANADA LIFE ASSURANCE Co33,762$1.80M0.0%+4.8%0.184%
11/17/2025Zimmer Partners LP154,557$8.37M0.2%+26.6%0.843%
11/17/2025Verition Fund Management LLC10,114$547K0.0%+85.9%0.055%
11/17/2025Quantessence Capital LLC4,086$221K0.1%N/A0.022%
11/17/2025Mariner LLC8,785$475K0.0%+122.4%0.048%


MSEX Institutional Ownership - Frequently Asked Questions

During the previous two years, 181 institutional investors and hedge funds held shares of Middlesex Water. The most heavily invested institutionals were T. Rowe Price Investment Management Inc. ($85.68M), Vanguard Group Inc. ($70.53M), Morgan Stanley ($53.78M), State Street Corp ($36.81M), Geode Capital Management LLC ($23.42M), Legal & General Group Plc ($19.59M), and Dimensional Fund Advisors LP ($18.00M).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 153 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: Morgan Stanley ($563.46K), T. Rowe Price Investment Management Inc. ($202.80K), Zimmer Partners LP ($173.86K), GAMMA Investing LLC ($142.91K), Legal & General Group Plc ($132.95K), TSP Capital Management Group LLC ($101.12K), and Invesco Ltd. ($89.21K).

Institutional investors have bought a total of 2,002,721 shares in the last 24 months. This purchase volume represents approximately $107.74M in transactions.

Of the 76 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 ($703.71K), Goldman Sachs Group Inc. ($86.22K), Renaissance Technologies LLC ($85.80K), Vanguard Group Inc. ($50.79K), Principal Financial Group Inc. ($43.75K), and Invesco Ltd. ($37.00K).

Institutional investors have sold a total of 2,721,383 shares in the last 24 months. This volume of shares sold represents approximately $141.62M in transactions.



This page (NASDAQ:MSEX) was last updated on 5/14/2026 by MarketBeat.com Staff.
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