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MSEX · Middlesex Water Co

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Market Cap
$1.10B
Shares
18.84M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 226
Total Value: $884,907,360
Total Shares: 15,756,946
Showing 1–100 of 230 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 226 13F filers · Δ vs Mar 31, 2026
Top Holder
19.9%
Sep 2023 → Jun 2026 · range 19.8% – 26.7%
+0.1 pts
Top 5
53.2%
Sep 2023 → Jun 2026 · range 53.2% – 59.1%
−0.8 pts
Top 10
69.7%
Sep 2023 → Jun 2026 · range 69.0% – 73.3%
−0.3 pts
HHI
779
Sep 2023 → Jun 2026 · range 779 – 1,025
Broadly held−6

Quarterly Activity

vs Mar 31, 2026
New
31
Increased
93
Decreased
53
Sold Out
27
Unchanged
49
Holder count: +4
Institutional value: +11.4%
Shares held: +3.2%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Showing 100 of 230
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Holder Value (USD) % of 13F Shares Open
Key facts CIK 66004 CUSIP 596680108 13F (30d) 159 filings 159 filers Visit website Investor relations