Skip to main content
Equibles

MSEX

Middlesex Water Co

Company with tickers: MSEX, MSEXP

CIK
66004
CUSIP
596680108
Shares Outstanding
18,624,329
13F Activity (30d)
159 filings 151 filers

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: 221
Total Value: $794,003,299
Total Shares: 15,254,629
Showing 1–100 of 223 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 221 13F filers · Δ vs Dec 31, 2025
Top Holder
19.8%
Jun 2023 → Mar 2026 · range 19.8% – 26.5%
−3.0 pts
Top 5
54.0%
Jun 2023 → Mar 2026 · range 54.0% – 60.2%
−6.2 pts
Top 10
70.1%
Jun 2023 → Mar 2026 · range 69.2% – 74.9%
−4.8 pts
HHI
786
Jun 2023 → Mar 2026 · range 786 – 1,030
Broadly held −157

Quarterly Activity

vs Dec 31, 2025
New
36
Increased
75
Decreased
67
Sold Out
19
Unchanged
43
Holder count: +17
Institutional value: +3.7%
Shares held: +0.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega JANE STREET GROUP, LLC +88,942 93,542
Mega TWO SIGMA INVESTMENTS, LP +61,417 65,517
Mega T. Rowe Price Investment Management, Inc. +42,689 1,742,092
Mega MORGAN STANLEY +41,037 1,107,615
Mega NEUBERGER BERMAN GROUP LLC +26,344 1,549,906

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega BlackRock, Inc. −436,882 3,016,602
Mega PRINCIPAL FINANCIAL GROUP INC −43,747 105,387
Mega GOLDMAN SACHS GROUP INC −29,226 129,825
Mega BARCLAYS PLC −24,997 3,548
Mega UBS Group AG −21,105 35,760

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 827,953 $43,094,953
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 488,067 $25,403,887
Mid MIROVA 196,000 $10,201,800
Mega VANGUARD FIDUCIARY TRUST CO 118,968 $6,192,284
Large HRT FINANCIAL LP 67,547 $3,515,821

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 1,398,851 $70,530,066
Mid Aventail Capital Group, LP 45,509 $2,294,563
Mega AMERICAN CENTURY COMPANIES INC 39,483 $1,990,732
Small Catalyst Funds Management Pty Ltd 21,488 $1,083,424
Large ExodusPoint Capital Management, LP 15,863 $799,812
Filter: New 36 Increased 75 Reduced 67 Sold out 19 Unchanged 43
Showing 100 of 223
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $157,014,130 19.77% 3,016,602
Mega T. Rowe Price Investment Management, Inc. $90,675,888 11.42% 1,742,092
Mega NEUBERGER BERMAN GROUP LLC $80,672,607 10.16% 1,549,906
Mega MORGAN STANLEY $57,651,357 7.26% 1,107,615
Mega VANGUARD CAPITAL MANAGEMENT LLC $43,094,953 5.43% 827,953
Mega STATE STREET CORP $38,728,427 4.88% 744,062
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $25,403,887 3.20% 488,067
Mega GEODE CAPITAL MANAGEMENT, LLC $24,459,179 3.08% 469,917
Mega Legal & General Group Plc $21,124,335 2.66% 405,847
Mega DIMENSIONAL FUND ADVISORS LP $17,996,858 2.27% 345,761
Mega Invesco Ltd. $15,127,341 1.91% 290,631
Micro Ledgewood Wealth Advisors, LLC $13,221,532 1.67% 254,016
Small TSP Capital Management Group, LLC $10,947,780 1.38% 210,332
Mega NORTHERN TRUST CORP Bank $10,310,894 1.30% 198,096
Mid MIROVA $10,201,800 1.28% 196,000
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $9,987,614 1.26% 191,885
Mega Bank of New York Mellon Corp Bank $9,245,014 1.16% 177,618
Mid Zimmer Partners, LP $9,207,801 1.16% 176,903
Large RENAISSANCE TECHNOLOGIES LLC $7,652,026 0.96% 147,013
Large FIRST MANHATTAN CO. LLC. $7,489,422 0.94% 143,889
Mega GOLDMAN SACHS GROUP INC $6,757,390 0.85% 129,825
Mega VANGUARD FIDUCIARY TRUST CO Bank $6,192,284 0.78% 118,968
Large ProShare Advisors LLC $6,178,335 0.78% 118,700
Mega PRINCIPAL FINANCIAL GROUP INC $5,485,393 0.69% 105,387
Mid CRAMER ROSENTHAL MCGLYNN LLC $4,874,846 0.61% 93,657
Mega JANE STREET GROUP, LLC $4,514,921 0.57% 86,742
Mega BANK OF AMERICA CORP /DE/ Bank $3,608,157 0.45% 69,321
Large HRT FINANCIAL LP $3,515,821 0.44% 67,547
Large Public Sector Pension Investment Board Pension $3,416,926 0.43% 65,647
Mega TWO SIGMA INVESTMENTS, LP $3,410,159 0.43% 65,517
Small NUANCE INVESTMENTS, LLC $2,976,583 0.37% 57,187
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,888,199 0.36% 55,489
Mid Penn Capital Management Company, LLC $2,789,619 0.35% 53,595
Mega RHUMBLINE ADVISERS $2,711,805 0.34% 52,100
Mid EXCHANGE TRADED CONCEPTS, LLC $2,192,137 0.28% 42,116
Mega MILLENNIUM MANAGEMENT LLC $2,121,922 0.27% 40,767
Mega Nuveen, LLC $2,038,278 0.26% 39,160
Mega AMERIPRISE FINANCIAL INC $2,000,957 0.25% 38,443
Small NORTHSTAR ASSET MANAGEMENT INC $1,990,235 0.25% 38,237
Mid NFJ INVESTMENT GROUP, LLC $1,987,164 0.25% 38,178
Large Quantinno Capital Management LP $1,944,848 0.24% 37,365
Mega Swiss National Bank Bank $1,887,437 0.24% 36,262
Mega UBS Group AG $1,861,307 0.23% 35,760
Mega CITADEL ADVISORS LLC $1,702,814 0.21% 32,715
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,655,710 0.21% 31,810
Mega JPMORGAN CHASE & CO $1,635,617 0.21% 31,424
Large Baird Financial Group, Inc. $1,634,109 0.21% 31,395
Mega TD Asset Management Inc $1,511,323 0.19% 29,036
Large SG Americas Securities, LLC Broker-Dealer $1,491,961 0.19% 28,664
Mid OPPENHEIMER & CO INC $1,447,094 0.18% 27,802
Mega D. E. Shaw & Co., Inc. $1,374,276 0.17% 26,403
Mega LPL Financial LLC $1,289,590 0.16% 24,776
Large HighTower Advisors, LLC $1,269,135 0.16% 24,383
Mid CenterBook Partners LP $1,155,770 0.15% 22,205
Large Squarepoint Ops LLC $1,123,447 0.14% 21,584
Mega ALLIANCEBERNSTEIN L.P. $1,094,767 0.14% 21,033
Large PRUDENTIAL FINANCIAL INC $962,612 0.12% 18,494
Large GABELLI FUNDS LLC $955,117 0.12% 18,350
Mega DEUTSCHE BANK AG\ Bank $948,870 0.12% 18,230
Large CANADA LIFE ASSURANCE Co Insurance $905,774 0.11% 17,402
Large Thrivent Financial for Lutherans $887,816 0.11% 17,057
Mega AQR CAPITAL MANAGEMENT LLC $881,047 0.11% 16,927
Large Corient Private Wealth LLC $864,706 0.11% 16,613
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $851,590 0.11% 16,361
Mega PNC FINANCIAL SERVICES GROUP, INC. $827,072 0.10% 15,890
Mid Magellan Asset Management Ltd $806,931 0.10% 15,503
Large STOREBRAND ASSET MANAGEMENT AS $772,057 0.10% 14,833
Mega CITADEL ADVISORS LLC $765,135 0.10% 14,700
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $741,764 0.09% 14,251
Mega FRANKLIN RESOURCES INC $674,566 0.08% 12,960
Mega RAYMOND JAMES FINANCIAL INC $641,827 0.08% 12,331
Mid Private Advisor Group, LLC $622,986 0.08% 11,969
Mid Brooklyn Investment Group $610,234 0.08% 11,724
Mega VANGUARD ASSET MANAGEMENT, Ltd $607,267 0.08% 11,667
Small Abacus Wealth Partners, LLC $564,117 0.07% 10,838
Mega WELLS FARGO & COMPANY/MN $543,504 0.07% 10,442
Large MetLife Investment Management, LLC $539,029 0.07% 10,356
Small Inspire Investing, LLC $513,056 0.06% 9,857
Mid Illinois Municipal Retirement Fund Pension $508,268 0.06% 9,765
Mid State of Alaska, Department of Revenue $498,950 0.06% 9,586
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $488,176 0.06% 9,379
Large COMMONWEALTH EQUITY SERVICES, LLC $485,834 0.06% 9,334
Mega JANUS HENDERSON GROUP PLC $466,992 0.06% 8,972
Large Daiwa Securities Group Inc. Broker-Dealer $465,118 0.06% 8,936
Large Tidal Investments LLC $446,328 0.06% 8,575
Mid XTX Topco Ltd $440,395 0.06% 8,461
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $438,937 0.06% 8,433
Small Parcion Private Wealth LLC $422,489 0.05% 8,117
Mid Louisiana State Employees Retirement System Pension $421,605 0.05% 8,100
Small Odyssean, LLC $384,857 0.05% 7,394
Mega Vanguard Global Advisers, LLC $374,603 0.05% 7,197
Mega JANE STREET GROUP, LLC $353,940 0.04% 6,800
Mid BLACKHILL CAPITAL INC $346,965 0.04% 6,666
Large Universal- Beteiligungs- und Servicegesellschaft mbH $339,470 0.04% 6,522
Mega FIRST TRUST ADVISORS LP $334,317 0.04% 6,423
Mega BNP PARIBAS ARBITRAGE, SA $320,732 0.04% 6,162
Mid GUYASUTA INVESTMENT ADVISORS INC $312,300 0.04% 6,000
Mid Atom Investors LP $308,031 0.04% 5,918
Small TWO SIGMA SECURITIES, LLC Broker-Dealer $305,481 0.04% 5,869
Mid GAMMA Investing LLC $301,577 0.04% 5,794

Report a Problem

Category
Description
Email (optional, for follow-up)