Institutional Ownership Middlesex Water CO (MSEX)
This table provides information about the institutional ownership of Middlesex Water CO (MSEX). We have compiled data on the 235 institutions that hold shares in the stock, with a total of 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $800 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,360,935
shares
|
$176 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
1,633,229
shares
|
$85.7 Million
0.05% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
1,373,488
shares
|
$72.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
1,011,454
shares
|
$53.1 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
882,872
shares
|
$46.4 Million
0.09% of portfolio
|
Q2 2023
Added 16.53%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
702,475
shares
|
$36.9 Million
0.0% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
503,121
shares
|
$26.4 Million
0.0% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
459,352
shares
|
$24.1 Million
0.0% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
379,762
shares
|
$19.9 Million
0.0% of portfolio
|
Q3 2025
Added 32.93%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
347,172
shares
|
$18.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
290,333
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.3%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
254,016
shares
|
$13.3 Million
8.14% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
245,272
shares
|
$12.9 Million
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
215,013
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
204,706
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2025
Added 12.57%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
202,304
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Thematics Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
171,000
shares
|
$8.98 Million
0.44% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Zimmer Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
154,557
shares
|
$8.11 Million
0.23% of portfolio
|
Q3 2025
Added 26.63%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
147,353
shares
|
$7.74 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
126,343
shares
|
$6.63 Million
0.0% of portfolio
|
Q3 2025
Added 23.34%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
119,385
shares
|
$6.27 Million
0.01% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Tsp Capital Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
119,224
shares
|
$6.26 Million
1.86% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
109,416
shares
|
$5.74 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
81,598
shares
|
$4.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
78,536
shares
|
$4.12 Million
0.0% of portfolio
|
Q3 2025
Added 56.26%
|
|