MSEX · Middlesex Water Co
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, 2026Top Holder
19.9%
+0.1 pts
Top 5
53.2%
−0.8 pts
Top 10
69.7%
−0.3 pts
HHI
779
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 |
|---|---|---|---|
| Mega BlackRock, Inc. | +117,859 | 3,134,461 | |
| Mega TWO SIGMA INVESTMENTS, LP | +97,485 | 163,002 | |
| Mega AQR CAPITAL MANAGEMENT LLC | +66,694 | 83,621 | |
| Mega STATE STREET CORP | +54,178 | 798,240 | |
| Mega NEUBERGER BERMAN GROUP LLC | +54,161 | 1,604,067 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | −77,676 | 15,866 | |
| Mega GOLDMAN SACHS GROUP INC | −45,117 | 84,708 | |
| Mid MIROVA | −36,933 | 159,067 | |
| Large RENAISSANCE TECHNOLOGIES LLC | −36,200 | 110,813 | |
| Mega BANK OF AMERICA CORP /DE/ | −28,884 | 40,437 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega Jupiter Topco LLC | 129,345 | $7,264,014 | |
| Small DEAN INVESTMENT ASSOCIATES, LLC | 59,951 | $3,366,848 | |
| Small Dean Capital Management | 43,543 | $2,445,374 | |
| Small Legato Capital Management LLC | 22,705 | $1,275,112 | |
| Mega AMERICAN CENTURY COMPANIES INC | 15,716 | $882,610 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large HRT FINANCIAL LP | 67,547 | $3,515,821 | |
| Mega MILLENNIUM MANAGEMENT LLC | 40,767 | $2,121,922 | |
| Mid NFJ INVESTMENT GROUP, LLC | 38,178 | $1,987,164 | |
| Large Squarepoint Ops LLC | 21,584 | $1,123,447 | |
| Mid Brooklyn Investment Group | 11,724 | $610,234 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega BlackRock, Inc. | $176,031,325 | 19.89% | 3,134,461 | Shares | 2026-08-07 | |
| Mega T. Rowe Price Investment Management, Inc. | $98,086,809 | 11.08% | 1,746,560 | Shares | 2026-08-14 | |
| Mega NEUBERGER BERMAN GROUP LLC | $90,084,402 | 10.18% | 1,604,067 | Shares | 2026-08-13 | |
| Mega MORGAN STANLEY | $61,871,693 | 6.99% | 1,101,704 | Shares | 2026-08-13 | |
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $45,058,459 | 5.09% | 802,323 | Shares | 2026-08-13 | |
| Mega STATE STREET CORP | $44,829,158 | 5.07% | 798,240 | Shares | 2026-08-07 | |
| Mega VANGUARD PORTFOLIO MANAGEMENT LLC | $28,855,513 | 3.26% | 513,809 | Shares | 2026-08-13 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC | $28,111,168 | 3.18% | 500,555 | Shares | 2026-08-12 | |
| Mega Legal & General Group Plc | $24,570,223 | 2.78% | 437,504 | Shares | 2026-08-14 | |
| Mega DIMENSIONAL FUND ADVISORS LP | $19,567,827 | 2.21% | 348,430 | Shares | 2026-08-11 | |
| Mega Invesco Ltd. | $15,736,704 | 1.78% | 280,212 | Shares | 2026-08-14 | |
| Micro Ledgewood Wealth Advisors, LLC | $14,265,538 | 1.61% | 254,016 | Shares | 2026-07-08 | |
| Mega NORTHERN TRUST CORP Bank | $12,509,468 | 1.41% | 222,747 | Shares | 2026-08-13 | |
| Small TSP Capital Management Group, LLC | $11,851,837 | 1.34% | 211,037 | Shares | 2026-07-31 | |
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10,875,552 | 1.23% | 193,653 | Shares | 2026-08-14 | |
| Mega Bank of New York Mellon Corp Bank | $10,053,817 | 1.14% | 179,021 | Shares | 2026-08-06 | |
| Mid Zimmer Partners, LP | $9,934,872 | 1.12% | 176,903 | Shares | 2026-08-14 | |
| Mega TWO SIGMA INVESTMENTS, LP | $9,154,192 | 1.03% | 163,002 | Shares | 2026-08-14 | |
| Mid MIROVA | $8,933,202 | 1.01% | 159,067 | Shares | 2026-08-13 | |
| Large FIRST MANHATTAN CO. LLC. | $7,953,603 | 0.90% | 141,624 | Shares | 2026-08-14 | |
| Large ProShare Advisors LLC | $7,360,666 | 0.83% | 131,066 | Shares | 2026-08-11 | |
| Mega Jupiter Topco LLC | $7,264,014 | 0.82% | 129,345 | Shares | 2026-08-14 | |
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $6,913,464 | 0.78% | 123,103 | Shares | 2026-08-13 | |
| Large RENAISSANCE TECHNOLOGIES LLC | $6,223,258 | 0.70% | 110,813 | Shares | 2026-08-13 | |
| Mid CRAMER ROSENTHAL MCGLYNN LLC | $6,076,062 | 0.69% | 108,192 | Shares | 2026-08-13 | |
| Mega PRINCIPAL FINANCIAL GROUP INC | $6,038,884 | 0.68% | 107,530 | Shares | 2026-08-04 | |
| Small NUANCE INVESTMENTS, LLC | $4,820,212 | 0.54% | 85,830 | Shares | 2026-08-07 | |
| Mega GOLDMAN SACHS GROUP INC | $4,757,200 | 0.54% | 84,708 | Shares | 2026-08-14 | |
| Mega AQR CAPITAL MANAGEMENT LLC | $4,696,153 | 0.53% | 83,621 | Shares | 2026-08-14 | |
| Large Public Sector Pension Investment Board Pension | $3,591,768 | 0.41% | 63,956 | Shares | 2026-08-13 | |
| Small DEAN INVESTMENT ASSOCIATES, LLC | $3,366,848 | 0.38% | 59,951 | Shares | 2026-08-14 | |
| Mega Nuveen, LLC | $3,206,791 | 0.36% | 57,101 | Shares | 2026-08-11 | |
| Mid Penn Capital Management Company, LLC | $3,049,937 | 0.34% | 54,308 | Shares | 2026-07-30 | |
| Large Quantinno Capital Management LP | $2,872,359 | 0.32% | 51,146 | Shares | 2026-08-13 | |
| Mega RHUMBLINE ADVISERS | $2,493,616 | 0.28% | 44,402 | Shares | 2026-08-12 | |
| Small Dean Capital Management | $2,445,374 | 0.28% | 43,543 | Shares | 2026-08-14 | |
| Large EXCHANGE TRADED CONCEPTS, LLC | $2,409,937 | 0.27% | 42,912 | Shares | 2026-08-11 | |
| Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2,340,690 | 0.26% | 41,679 | Shares | 2026-08-13 | |
| Mega BANK OF AMERICA CORP /DE/ Bank | $2,270,941 | 0.26% | 40,437 | Shares | 2026-08-14 | |
| Mega UBS Group AG | $2,219,049 | 0.25% | 39,513 | Shares | 2026-08-13 | |
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | $2,102,405 | 0.24% | 37,436 | Shares | 2026-08-14 | |
| Mega Swiss National Bank Bank | $2,092,633 | 0.24% | 37,262 | Shares | 2026-08-11 | |
| Mega AMERIPRISE FINANCIAL INC | $2,075,841 | 0.23% | 36,963 | Shares | 2026-08-14 | |
| Mega D. E. Shaw & Co., Inc. | $2,032,711 | 0.23% | 36,195 | Shares | 2026-08-14 | |
| Large Baird Financial Group, Inc. | $1,677,948 | 0.19% | 29,878 | Shares | 2026-08-12 | |
| Mega CITADEL ADVISORS LLC | $1,668,850 | 0.19% | 29,716 | Shares | 2026-09-02 | |
| Mega TD Asset Management Inc | $1,630,661 | 0.18% | 29,036 | Shares | 2026-08-04 | |
| Small NORTHSTAR ASSET MANAGEMENT INC | $1,570,626 | 0.18% | 27,967 | Shares | 2026-07-28 | |
| Mid OPPENHEIMER & CO INC | $1,555,182 | 0.18% | 27,692 | Shares | 2026-08-03 | |
| Mega ALLIANCEBERNSTEIN L.P. | $1,456,397 | 0.16% | 25,933 | Shares | 2026-08-14 | |
| Mega JPMORGAN CHASE & CO | $1,434,325 | 0.16% | 25,540 | Shares | 2026-08-12 | |
| Large HighTower Advisors, LLC | $1,371,314 | 0.15% | 24,418 | Shares | 2026-08-05 | |
| Mega SG Americas Securities, LLC Broker-Dealer | $1,307,180 | 0.15% | 23,276 | Shares | 2026-08-07 | |
| Small Legato Capital Management LLC | $1,275,112 | 0.14% | 22,705 | Shares | 2026-08-06 | |
| Mega LPL Financial LLC | $1,269,496 | 0.14% | 22,605 | Shares | 2026-08-07 | |
| Mega CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension | $1,217,604 | 0.14% | 21,681 | Shares | 2026-08-24 | |
| Mega CITADEL ADVISORS LLC | $1,201,824 | 0.14% | 21,400 | Call | 2026-09-02 | |
| Mega RAYMOND JAMES FINANCIAL INC | $1,191,265 | 0.13% | 21,212 | Shares | 2026-08-14 | |
| Mega DEUTSCHE BANK AG\ Bank | $1,172,395 | 0.13% | 20,876 | Shares | 2026-08-07 | |
| Large GABELLI FUNDS LLC | $1,086,696 | 0.12% | 19,350 | Shares | 2026-08-12 | |
| Mega WELLS FARGO & COMPANY/MN | $1,082,651 | 0.12% | 19,278 | Shares | 2026-08-14 | |
| Large PRUDENTIAL FINANCIAL INC | $1,060,525 | 0.12% | 18,884 | Shares | 2026-08-12 | |
| Large Corient Private Wealth LLC | $987,910 | 0.11% | 17,591 | Shares | 2026-08-27 | |
| Large CANADA LIFE ASSURANCE Co Insurance | $975,499 | 0.11% | 17,370 | Shares | 2026-08-13 | |
| Small Odyssean, LLC | $967,468 | 0.11% | 17,227 | Shares | 2026-08-14 | |
| Mid Private Advisor Group, LLC | $913,947 | 0.10% | 16,274 | Shares | 2026-07-27 | |
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $908,555 | 0.10% | 16,178 | Shares | 2026-08-07 | |
| Mega AMERICAN CENTURY COMPANIES INC | $882,610 | 0.10% | 15,716 | Shares | 2026-08-12 | |
| Mid Magellan Asset Management Ltd | $870,648 | 0.10% | 15,503 | Shares | 2026-08-13 | |
| Mega VANGUARD ASSET MANAGEMENT, Ltd | $857,338 | 0.10% | 15,266 | Shares | 2026-08-13 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $831,168 | 0.09% | 14,800 | Call | 2026-08-14 | |
| Large STOREBRAND ASSET MANAGEMENT AS | $826,394 | 0.09% | 14,715 | Shares | 2026-08-12 | |
| Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund | $783,151 | 0.09% | 13,945 | Shares | 2026-08-14 | |
| Mid CenterBook Partners LP | $765,966 | 0.09% | 13,639 | Shares | 2026-08-11 | |
| Mega FRANKLIN RESOURCES INC | $739,570 | 0.08% | 13,169 | Shares | 2026-08-13 | |
| Large Thrivent Financial for Lutherans | $686,836 | 0.08% | 12,230 | Shares | 2026-08-14 | |
| Mid Inspire Investing, LLC | $673,526 | 0.08% | 11,993 | Shares | 2026-08-12 | |
| Mega Russell Investments Group, Ltd. | $671,559 | 0.08% | 11,958 | Shares | 2026-08-06 | |
| Large Mariner, LLC | $658,981 | 0.07% | 11,734 | Shares | 2026-08-13 | |
| Mega JANE STREET GROUP, LLC | $634,608 | 0.07% | 11,300 | Call | 2026-08-14 | |
| Mega CITIGROUP INC | $631,462 | 0.07% | 11,244 | Shares | 2026-08-03 | |
| Mid Brevan Howard Capital Management LP | $629,104 | 0.07% | 11,202 | Shares | 2026-08-14 | |
| Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $613,660 | 0.07% | 10,927 | Shares | 2026-08-13 | |
| Large MetLife Investment Management, LLC | $609,672 | 0.07% | 10,856 | Shares | 2026-08-14 | |
| Small Main Street Financial Solutions, LLC | $594,172 | 0.07% | 10,580 | Shares | 2026-08-07 | |
| Large Tidal Investments LLC | $590,522 | 0.07% | 10,515 | Shares | 2026-08-13 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $567,216 | 0.06% | 10,100 | Put | 2026-08-14 | |
| Mid Atom Investors LP | $547,896 | 0.06% | 9,756 | Shares | 2026-08-14 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | $524,759 | 0.06% | 9,344 | Shares | 2026-07-29 | |
| Large Daiwa Securities Group Inc. Broker-Dealer | $517,065 | 0.06% | 9,207 | Shares | 2026-07-31 | |
| Mid Illinois Municipal Retirement Fund Pension | $514,425 | 0.06% | 9,160 | Shares | 2026-08-12 | |
| Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension | $506,057 | 0.06% | 9,011 | Shares | 2026-07-23 | |
| Mid Parcion Private Wealth LLC | $474,888 | 0.05% | 8,456 | Shares | 2026-07-27 | |
| Mega Amundi | $464,555 | 0.05% | 8,272 | Shares | 2026-08-11 | |
| Mid Louisiana State Employees Retirement System Pension | $460,512 | 0.05% | 8,200 | Shares | 2026-07-21 | |
| Mid XTX Topco Ltd | $436,756 | 0.05% | 7,777 | Shares | 2026-08-14 | |
| Large NEW YORK STATE COMMON RETIREMENT FUND Pension | $418,279 | 0.05% | 7,448 | Shares | 2026-07-29 | |
| Mega Vanguard Global Advisers, LLC | $404,183 | 0.05% | 7,197 | Shares | 2026-08-13 | |
| Large Cerity Partners LLC | $391,378 | 0.04% | 6,969 | Shares | 2026-08-14 | |
| Large Cullen Capital Management, LLC | $389,918 | 0.04% | 6,943 | Shares | 2026-08-13 |
Key facts
CIK
66004
CUSIP
596680108
13F (30d)
159 filings
159 filers
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