Middlesex Water Ownership | Who Owns Middlesex Water?
Middlesex Water Ownership Summary
Middlesex Water is owned by 75.62% institutional investors, 1.36% insiders, and 23.02% 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 5.93% of its assets in Middlesex Water shares.
MSEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Middlesex Water | 75.62% | 1.36% | 23.02% |
| Sector | Utilities Stocks | 61.50% | 8.03% | 30.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.36M | 18.86% | $175.64M |
| Blackrock funding, inc. /de | 3.30M | 18.35% | $178.54M |
| T. rowe price investment management | 1.51M | 8.41% | $81.80M |
| Vanguard group | 1.39M | 7.80% | $73.23M |
| State street | 760.36K | 4.27% | $39.74M |
| Morgan stanley | 540.28K | 3.03% | $28.24M |
| Geode capital management | 431.77K | 2.42% | $22.73M |
| Dimensional fund advisors lp | 429.58K | 2.41% | $22.61M |
| First trust advisors lp | 390.01K | 2.19% | $20.53M |
| Invesco | 255.39K | 1.43% | $13.44M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tsp capital management group | 111.72K | 1.90% | $6.05M |
| Thematics asset management | 171.00K | 0.42% | $9.26M |
| Cramer rosenthal mcglynn | 110.67K | 0.41% | $6.00M |
| Teton advisors | 5.00K | 0.16% | $270.90K |
| Zimmer partners, lp | 122.06K | 0.14% | $6.61M |
| Inceptionr | 7.38K | 0.09% | $400.12K |
| Penn capital management company | 17.28K | 0.08% | $936.39K |
| Nfj investment group | 39.02K | 0.07% | $2.11M |
| Clean yield group | 4.53K | 0.07% | $245.16K |
| Farmers & merchants trust co of long beach | 5.58K | 0.06% | $302.27K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | 91.53K | 0.00% | 80.78K |
| Jpmorgan chase | 92.56K | 0.00% | 60.34K |
| Goldman sachs group | 154.03K | 0.00% | 33.27K |
| Blackrock funding, inc. /de | 3.30M | 0.00% | 31.36K |
| State street | 760.36K | 0.00% | 29.48K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 390.01K | 0.02% | -702.51K |
| Amundi | - | - | -119.76K |
| Elequin securities | - | - | -61.47K |
| Morgan stanley | 540.28K | 0.00% | -61.27K |
| Foundry partners | - | - | -56.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Franklin resources | 13.11K | 0.00% | 13.11K | $690.03K |
| Glenmede investment management, lp | 7.89K | 0.00% | 7.89K | $427.59K |
| Inceptionr | 7.38K | 0.09% | 7.38K | $400.12K |
| Ballentine partners | 6.03K | 0.00% | 6.03K | $326.81K |
| Aqr capital management | 4.95K | 0.00% | 4.95K | $260.31K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Innealta capital | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Stephens consulting | -5.00 |
| Clear street markets | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 196 | -1.01% | 12,296,173 | -9.28% | 68 | 1.19% | 90 | 23.29% | 58 | -22.67% |
| Sep 30, 2024 | 197 | -0.51% | 13,553,570 | 6.30% | 76 | 1.48% | 73 | -20.65% | 75 | 11.94% |
| Jun 30, 2024 | 196 | 3.16% | 12,747,220 | 0.50% | 71 | 1.41% | 90 | -17.43% | 67 | 63.41% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.07M | 5.93% | 180.00 |
| First Trust Value Line® Dividend ETF | 656.22K | 3.66% | - |
| Vanguard US Total Market Shares ETF | 566.80K | 3.17% | 1.34K |
| Vanguard Total Stock Mkt Idx Inv | 561.17K | 3.11% | -11.33K |
| T. Rowe Price Small-Cap Value | 442.76K | 2.47% | 16.20K |
| iShares Russell 2000 ETF | 419.33K | 2.33% | -7.98K |
| iShares US Infrastructure ETF | 372.78K | 2.07% | 891.00 |
| First Trust Water ETF | 365.93K | 2.05% | -1.06K |
| T. Rowe Price Small-Cap Stock | 349.57K | 1.95% | -410.00 |
| T. Rowe Price US Small-Cap Core Equity | 349.57K | 1.95% | -633.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 28, 2025 | REINHARD WALTER G | - | Sell | $40.27K |
| Mar 21, 2025 | Doll Dennis W | - | Sell | $244.20K |
| Mar 11, 2025 | REINHARD WALTER G | - | Sell | $19.32K |
| Nov 08, 2024 | Capko Robert John | Principal Accounting Officer | Sell | $9.91K |
| Aug 27, 2024 | REINHARD WALTER G | - | Sell | $4.21K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 1 |
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