MSEX · Middlesex Water Co · Shareholders & Ownership
$55.80
+2.17 (+4.05%)
At close · Oct 22
Return incl. dividend (before tax)
Market Cap
$1.01B
Shares
18.84M
Volume · Oct 22
145.23K
Avg daily vol (3M)
132.35K
Every disclosed holder of MSEX in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns MSEX
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 15,719,288 | 83.42% |
| Insiders (Forms 3, 4, 5) | 237,632 | 1.26% |
| 13D/G-only blocks | 516,910 | 2.74% |
| Remaining | 2,370,116 | 12.58% |
| Registered funds (N-PORT, not summed) | 8,037,262 | 42.65% |
Shares outstanding: 18,843,946, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of MSEX
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,134,461 | ||
| 1.1 |
iShares Core S&P Small-Cap ETF
Fund
S000004313 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,122,289 | ||
| 1.2 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
473,434 | ||
| 1.3 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
167,399 | ||
| 1.4 |
iShares S&P Small-Cap 600 Growth ETF
Fund
S000004314 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
89,703 | ||
| 1.5 |
iShares S&P Small-Cap 600 Value ETF
Fund
S000004316 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
73,227 | ||
| 2 |
T. Rowe Price Investment Management, Inc.
13F
CIK 1897612 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,746,560 | ||
| 3 |
NEUBERGER BERMAN GROUP LLC
13F
CIK 1465109 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,604,067 | ||
| 3.1 |
Neuberger Genesis Fund
Fund
S000007841 · Registered fund · May 31, 2026
NEUBERGER BERMAN EQUITY FUNDS, not summed
|
961,793 | ||
| 4 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,101,704 | ||
| 4.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
222 | ||
| 5 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
802,323 | ||
| 6 |
|
798,240 | ||
| 6.1 |
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
Fund
S000041317 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
170,406 | ||
| 6.2 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF
Fund
S000006990 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
57,548 | ||
| 6.3 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
Fund
S000006974 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
46,818 | ||
| 6.4 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
6,423 | ||
| 6.5 |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
Fund
S000006973 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
3,324 | ||
| 7 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
568,099 | ||
| 8 |
First Trust Portfolios L.P.
13G
CIK 1184765 · Unknown · Dec 31, 2024
Rule 13d-1(b), qualified institution
|
516,910 | ||
| 9 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
513,809 | ||
| 10 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
500,555 | ||
| 11 |
Legal & General Group Plc
13F
CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
437,504 | ||
| 12 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
348,430 | ||
| 12.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
81,974 | ||
| 12.2 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
64,795 | ||
| 12.3 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
59,970 | ||
| 12.4 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
21,598 | ||
| 12.5 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
20,348 | ||
| 13 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
280,212 | ||
| 13.1 |
Invesco S&P Global Water Index ETF
Fund
S000060819 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
131,679 | ||
| 13.2 |
Invesco Water Resources ETF
Fund
S000003048 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
66,308 | ||
| 13.3 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
17,695 | ||
| 13.4 |
Invesco S&P SmallCap High Dividend Low Volatility ETF
Fund
S000055539 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
11,687 | ||
| 13.5 |
Invesco S&P SmallCap 600 Revenue ETF
Fund
S000064596 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
4,192 | ||
| 14 |
Ledgewood Wealth Advisors, LLC
13F
CIK 2064043 · Registered investment adviser · Sep 30, 2026
|
244,989 | ||
| 15 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
222,747 | ||
| 15.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
9,468 | ||
| 15.2 |
FlexShares STOXX Global Broad Infrastructure Index Fund
Fund
S000042071 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
9,210 | ||
| 15.3 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
3,885 | ||
| 15.4 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
42 | ||
| 16 |
TSP Capital Management Group, LLC
13F
CIK 1317208 · Registered investment adviser · Sep 30, 2026
|
221,590 | ||
| 17 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
215,384 | ||
| 18 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
193,653 | ||
| 18.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
87,911 | ||
| 18.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
45,042 | ||
| 18.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
11,347 | ||
| 18.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
9,815 | ||
| 19 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
179,021 | ||
| 20 |
Zimmer Partners, LP
13F
CIK 1565854 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
176,903 | ||
| 21 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
163,002 | ||
| 22 |
|
159,067 | ||
| 23 |
FIRST MANHATTAN CO. LLC.
13F
CIK 728083 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
141,624 | ||
| 24 |
ProShare Advisors LLC
13F
CIK 1357955 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
131,066 | ||
| 24.1 |
ProShares Russell 2000 Dividend Growers ETF
Fund
S000047885 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
115,421 | ||
| 24.2 |
ProShares Russell U.S. Dividend Growers ETF
Fund
S000066433 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
1,284 | ||
| 24.3 |
ProShares Russell 2000 High Income ETF
Fund
S000087688 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
861 | ||
| 24.4 |
ProShares UltraPro Russell2000
Fund
S000024921 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
681 | ||
| 24.5 |
ProShares Ultra Russell2000
Fund
S000014248 · Registered fund · May 31, 2026
ProShares Trust, not summed
|
673 | ||
| 25 |
Jupiter Topco LLC
13F
CIK 2146052 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
129,345 | ||
| 25.1 |
Janus Henderson Small Cap Value Fund
Fund
S000010480 · Registered fund · Jun 30, 2026
Janus Investment Fund, not summed
|
120,361 | ||
| 26 |
VANGUARD UTILITIES INDEX FUND
Fund
S000004445 · Registered fund · May 31, 2026
VANGUARD WORLD FUND, not summed
|
127,659 | ||
| 27 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
123,103 | ||
| 28 |
Calvert Global Water Fund
Fund
S000024182 · Registered fund · Jun 30, 2026
Calvert Impact Fund, Inc., not summed
|
121,145 | ||
| 29 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
110,813 | ||
| 30 |
CRAMER ROSENTHAL MCGLYNN LLC
13F
CIK 820743 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
108,192 | ||
| 31 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
107,530 | ||
| 31.1 |
Principal U.S. Small-Cap ETF
Fund
S000055159 · Registered fund · Jun 30, 2026
Principal Exchange-Traded Funds, not summed
|
17,333 | ||
| 31.2 |
SmallCap S&P 600 Index Fund
Fund
S000007203 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
13,721 | ||
| 31.3 |
SmallCap Value Fund II
Fund
S000007169 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
1,222 | ||
| 32 |
VANGUARD DIVIDEND APPRECIATION INDEX FUND
Fund
S000011322 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
|
105,361 | ||
| 33 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
94,042 | ||
| 34 |
Neuberger Berman Genesis Portfolio
Fund
S000006535 · Registered fund · Jun 30, 2026
Brighthouse Funds Trust II, not summed
|
92,985 | ||
| 35 |
NUANCE INVESTMENTS, LLC
13F
CIK 1473182 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
85,830 | ||
| 35.1 |
Nuance Mid Cap Value Fund
Fund
S000043170 · Registered fund · Jul 31, 2026
Managed Portfolio Series, not summed
|
27,557 | ||
| 35.2 |
Nuance Concentrated Value Fund
Fund
S000031968 · Registered fund · Jul 31, 2026
Managed Portfolio Series, not summed
|
5,985 | ||
| 36 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
84,708 | ||
| 36.1 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
4,513 | ||
| 37 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
83,621 | ||
| 38 |
|
72,489 | ||
| 39 |
WisdomTree U.S. SmallCap Dividend Fund
Fund
S000012394 · Registered fund · Jun 30, 2026
WisdomTree Trust, not summed
|
66,376 | ||
| 40 |
Public Sector Pension Investment Board
13F
CIK 1396318 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
63,956 | ||
| 41 |
VANGUARD S&P SMALL-CAP 600 INDEX FUND
Fund
S000030017 · Registered fund · May 31, 2026
VANGUARD ADMIRAL FUNDS, not summed
|
63,802 | ||
| 42 |
VANGUARD TAX-MANAGED SMALL-CAP FUND
Fund
S000004387 · Registered fund · Jun 30, 2026
VANGUARD TAX-MANAGED FUNDS, not summed
|
60,713 | ||
| 43 |
DEAN INVESTMENT ASSOCIATES, LLC
13F
CIK 846797 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
59,951 | ||
| 43.1 |
DEAN SMALL CAP VALUE
Fund
S000016035 · Registered fund · Jun 30, 2026
Unified Series Trust, not summed
|
59,584 | ||
| 44 |
|
57,101 | ||
| 44.1 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
24,642 | ||
| 44.2 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
13,334 | ||
| 44.3 |
Nuveen Life Stock Index Fund
Fund
S000005094 · Registered fund · Jun 30, 2026
TIAA-CREF Life Funds, not summed
|
240 | ||
| 44.4 |
TIAA Separate Account VA-1 - Stock Index Account
Fund
S000005098 · Registered fund · Jun 30, 2026
TIAA Separate Account VA-1, not summed
|
116 | ||
| 45 |
Penn Capital Management Company, LLC
13F
CIK 1158202 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
54,308 | ||
| 46 |
Quantinno Capital Management LP
13F
CIK 1759654 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
51,146 | ||
| 47 |
RHUMBLINE ADVISERS
13F
CIK 1115418 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
44,402 | ||
| 48 |
Dean Capital Management
13F
CIK 1455468 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
43,543 | ||
| 49 |
EXCHANGE TRADED CONCEPTS, LLC
13F
CIK 1457320 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
42,912 | ||
| 49.1 |
ETC 6 Meridian Small Cap Equity ETF
Fund
S000068545 · Registered fund · May 31, 2026
EXCHANGE TRADED CONCEPTS TRUST, not summed
|
25,948 | ||
| 49.2 |
ETC 6 Meridian Low Beta Equity Strategy ETF
Fund
S000068543 · Registered fund · May 31, 2026
EXCHANGE TRADED CONCEPTS TRUST, not summed
|
15,174 | ||
| 50 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
CIK 861177 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
41,679 |
31 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 350 holders
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