Middlesex Water Ownership | Who Owns Middlesex Water?
Middlesex Water Ownership Summary
Middlesex Water is owned by 68.97% institutional investors, 1.73% insiders, and 29.30% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 19.49% of MSEX shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.04% of its assets in Middlesex Water shares.
MSEX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Middlesex Water | 68.97% | 1.73% | 29.30% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.48M | 19.49% | $182.91M |
| Blackrock | 3.36M | 18.86% | $175.64M |
| T. rowe price investment management | 1.47M | 8.25% | $77.44M |
| 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 | 109.29K | 1.95% | $5.75M |
| Thematics asset management | 181.00K | 0.42% | $9.53M |
| Cramer rosenthal mcglynn | 102.39K | 0.30% | $5.39M |
| Teton advisors | 5.00K | 0.13% | $263.15K |
| Clean yield group | 6.92K | 0.12% | $364.46K |
| Farmers & merchants trust co of long beach | 5.58K | 0.07% | $293.62K |
| Winton group | 19.47K | 0.07% | $1.02M |
| Main street financial solutions | 10.45K | 0.05% | $549.83K |
| Dynamic technology lab private | 5.73K | 0.05% | $302.00K |
| T. rowe price investment management | 1.47M | 0.05% | $77.44M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 1.47M | 0.05% | 126.73K |
| Blackrock funding, inc. /de | 3.48M | 0.00% | 126.10K |
| Jane street group | 91.53K | 0.00% | 80.78K |
| Jpmorgan chase | 92.56K | 0.00% | 60.34K |
| Hrt financial lp | 49.29K | 0.01% | 49.29K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 390.01K | 0.02% | -702.51K |
| Kbc group nv | 961.00 | 0.00% | -254.41K |
| Penn capital management company | - | - | -74.08K |
| Elequin securities | - | - | -61.47K |
| Morgan stanley | 540.28K | 0.00% | -61.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Winton group | 19.47K | 0.07% | 19.47K | $1.02M |
| Cubist systematic strategies | 13.73K | 0.00% | 13.73K | $722.63K |
| Franklin resources | 13.11K | 0.00% | 13.11K | $690.03K |
| Drw securities | 12.20K | 0.02% | 12.20K | $642.03K |
| Raymond james financial | 9.92K | 0.00% | 9.92K | $522.02K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Innealta capital | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Clear street markets | -10.00 |
| Advisornet financial | -25.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 190 | -1.04% | 12,684,062 | -0.72% | 71 | 1.39% | 109 | 17.20% | 41 | -31.67% |
| Dec 31, 2023 | 192 | 3.23% | 12,775,668 | 2.33% | 71 | 1.45% | 93 | 17.72% | 60 | -4.76% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.08M | 6.04% | -1.09K |
| First Trust Value Line® Dividend ETF | 631.30K | 3.52% | - |
| Vanguard US Total Market Shares ETF | 566.80K | 3.17% | 1.34K |
| Vanguard Total Stock Mkt Idx Inv | 562.63K | 3.14% | 4.77K |
| iShares Russell 2000 ETF | 438.42K | 2.45% | 74.00 |
| T. Rowe Price Small-Cap Value | 427.27K | 2.39% | -92.00 |
| First Trust Water ETF | 365.93K | 2.05% | -1.06K |
| T. Rowe Price Small-Cap Stock | 350.20K | 1.96% | -76.00 |
| T. Rowe Price US Small-Cap Core Equity | 350.20K | 1.96% | -339.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 278.33K | 1.56% | 7.56K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 | $26.77K |
| Aug 27, 2024 | REINHARD WALTER G | - | Sell | $4.21K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | 2 |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 1 |
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