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 6.01% 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 | 42.99% | 8.09% | 48.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.36M | 18.86% | $175.64M |
| Blackrock funding, inc. /de | 3.02M | 16.65% | $157.01M |
| T. rowe price investment management | 1.74M | 9.61% | $90.68M |
| Neuberger berman group | 1.55M | 8.55% | $80.67M |
| Vanguard group | 1.40M | 7.72% | $70.53M |
| Morgan stanley | 1.11M | 6.11% | $57.65M |
| State street | 744.06K | 4.11% | $38.73M |
| Geode capital management | 469.92K | 2.59% | $24.46M |
| Legal & general group | 405.85K | 2.24% | $21.12M |
| Dimensional fund advisors lp | 345.76K | 1.91% | $18.00M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ledgewood wealth advisors | 254.02K | 7.44% | $13.22M |
| Tsp capital management group | 210.33K | 2.67% | $10.95M |
| Northstar asset management | 38.24K | 0.61% | $1.99M |
| Thematics asset management | 171.00K | 0.42% | $9.25M |
| Nuance investments | 57.19K | 0.42% | $2.98M |
| Mirova | 196.00K | 0.41% | $10.20M |
| Cramer rosenthal mcglynn | 93.66K | 0.36% | $4.87M |
| Zimmer partners, lp | 176.90K | 0.22% | $9.21M |
| Penn capital management company | 53.59K | 0.22% | $2.79M |
| Teton advisors | 5.00K | 0.16% | $270.90K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirova | 196.00K | 0.41% | 196.00K |
| Vanguard fiduciary trust | 118.97K | 0.00% | 118.97K |
| Jane street group | 86.74K | 0.00% | 86.74K |
| Hrt financial lp | 67.55K | 0.01% | 67.55K |
| Two sigma investments, lp | 65.52K | 0.00% | 61.42K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.02M | 0.00% | -436.88K |
| Amundi | - | - | -119.76K |
| 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 |
|---|---|---|---|---|
| Mirova | 196.00K | 0.41% | 196.00K | $10.20M |
| Vanguard fiduciary trust | 118.97K | 0.00% | 118.97K | $6.19M |
| Hrt financial lp | 67.55K | 0.01% | 67.55K | $3.52M |
| Nuance investments | 57.19K | 0.42% | 57.19K | $2.98M |
| Squarepoint ops | 21.58K | 0.00% | 21.58K | $1.12M |
Sold Out
| Holder | Change |
|---|---|
| Transamerica financial advisors | -1.00 |
| Mendota financial group | -2.00 |
| Innealta capital | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Flagship harbor advisors | -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 | 1.12M | 6.01% | 291.00 |
| Neuberger Genesis Inv | 961.79K | 5.18% | 9.31K |
| First Trust Value Line® Dividend ETF | 656.22K | 3.66% | - |
| Vanguard Total Stock Mkt Idx Inv | 606.82K | 3.26% | 6.63K |
| Vanguard US Total Market Shares ETF | 566.80K | 3.17% | 1.34K |
| T. Rowe Price Small-Cap Value | 523.03K | 2.81% | 14.72K |
| iShares US Infrastructure ETF | 500.51K | 2.70% | 454.51K |
| iShares Russell 2000 ETF | 424.40K | 2.28% | 3.57K |
| T. Rowe Price Small-Cap Stock | 383.69K | 2.06% | 3.38K |
| T. Rowe Price US Small-Cap Core Equity | 383.69K | 2.06% | 2.80K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| May 28, 2025 | REINHARD WALTER G | - | Sell | $40.27K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | 1 | 2 |
| 2025 Q4 | - | 1 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 2 |
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