Middlesex Water Ownership | Who Owns Middlesex Water?
Middlesex Water Ownership Summary
Middlesex Water is owned by 83.56% institutional investors, 2.36% insiders, and 14.09% retail investors. Blackrock is the largest institutional shareholder, holding 18.86% of MSEX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.02% of its assets in Middlesex Water shares.
MSEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Middlesex Water | 83.56% | 2.36% | 14.09% |
| Sector | Utilities Stocks | 137.25% | 7.99% | -45.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.36M | 18.86% | $175.64M |
| Blackrock funding, inc. /de | 3.13M | 17.03% | $176.03M |
| T. rowe price investment management | 1.75M | 9.49% | $98.09M |
| Neuberger berman group | 1.60M | 8.72% | $90.08M |
| Vanguard group | 1.40M | 7.72% | $70.53M |
| Morgan stanley | 1.10M | 5.99% | $61.87M |
| Vanguard capital management | 802.32K | 4.36% | $45.06M |
| State street | 798.24K | 4.34% | $44.83M |
| Geode capital management | 500.56K | 2.72% | $28.12M |
| Legal & general group | 437.50K | 2.38% | $24.57M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ledgewood wealth advisors | 254.02K | 7.57% | $14.27M |
| Tsp capital management group | 211.04K | 2.84% | $11.85M |
| Dean capital management | 43.54K | 0.89% | $2.45M |
| Nuance investments | 85.83K | 0.82% | $4.82M |
| Northstar asset management | 27.97K | 0.46% | $1.57M |
| Dean investment associates | 59.95K | 0.44% | $3.37M |
| Thematics asset management | 171.00K | 0.42% | $9.25M |
| Mirova | 159.07K | 0.33% | $8.93M |
| Cramer rosenthal mcglynn | 108.19K | 0.31% | $6.08M |
| Zimmer partners, lp | 176.90K | 0.23% | $9.93M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 193.65K | 0.00% | 193.65K |
| Blackrock funding, inc. /de | 3.13M | 0.00% | 117.86K |
| Two sigma investments, lp | 163.00K | 0.01% | 97.48K |
| Aqr capital management | 83.62K | 0.00% | 66.69K |
| Dean investment associates | 59.95K | 0.44% | 59.95K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | 4.57K | - | -82.18K |
| Hrt financial lp | - | - | -67.55K |
| Elequin securities | - | - | -61.47K |
| Foundry partners | - | - | -56.40K |
| State of new jersey common pension fund d | - | - | -55.08K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 193.65K | 0.00% | 193.65K | $10.88M |
| Dean investment associates | 59.95K | 0.44% | 59.95K | $3.37M |
| Dean capital management | 43.54K | 0.89% | 43.54K | $2.45M |
| Legato capital management | 22.70K | 0.11% | 22.70K | $1.28M |
| Mariner | 11.73K | 0.00% | 11.73K | $658.97K |
Sold Out
| Holder | Change |
|---|---|
| Transamerica financial advisors | -1.00 |
| Advisory services network | -2.00 |
| Mendota financial group | -2.00 |
| Innealta capital | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 215 | 6.44% | 15,143,396 | 0.07% | 83 | 1.20% | 108 | 22.73% | 64 | -15.79% |
| Dec 31, 2025 | 77 | -63.51% | 2,498,961 | -82.55% | 13 | 0.22% | 27 | -75.68% | 26 | -54.39% |
| Sep 30, 2025 | 94 | -54.81% | 2,994,096 | -76.53% | 16 | 0.33% | 43 | -61.95% | 24 | -53.85% |
| Jun 30, 2025 | 213 | -1.84% | 13,583,546 | -1.61% | 75 | 1.27% | 118 | 26.88% | 52 | -30.67% |
| Mar 31, 2025 | 3 | -98.59% | 166,853 | -98.77% | - | 0.02% | 1 | -98.99% | 2 | -96.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.13M | 6.02% | 776.00 |
| Neuberger Genesis Inv | 961.79K | 5.16% | - |
| First Trust Value Line® Dividend ETF | 656.22K | 3.66% | - |
| Vanguard US Total Market Shares ETF | 566.80K | 3.17% | 1.34K |
| Vanguard Morn Total Stk Mkt Idx Investor | 568.74K | 3.05% | -41.31K |
| Vanguard Total Stock Mkt Idx Inv | 568.74K | 3.05% | -41.31K |
| T. Rowe Price Small-Cap Value | 520.49K | 2.79% | -2.21K |
| iShares US Infrastructure ETF | 500.51K | 2.70% | 454.51K |
| iShares Russell 2000 ETF | 463.11K | 2.46% | -8.26K |
| T. Rowe Price US Small-Cap Core Equity | 383.28K | 2.06% | -416.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 07, 2026 | Ginegaw Lorrie Beth | VP, Human Resources | Sell | $35.43K |
| Mar 04, 2026 | REINHARD WALTER G | - | Sell | $16.56K |
| Feb 27, 2026 | HOGLUND ROBERT N | - | Buy | $108.62K |
| Feb 25, 2026 | Capko Robert John | PAO & Controller | Sell | $7.24K |
| Nov 18, 2025 | Ginegaw Lorrie Beth | VP-HR | Sell | $33.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | - | - |
| 2026 Q1 | 1 | 2 |
| 2025 Q4 | - | 1 |
| 2025 Q2 | - | 1 |
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