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 5.92% 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 | 61.33% | 8.03% | 30.65% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.36M | 18.86% | $175.64M |
| Blackrock funding, inc. /de | 3.36M | 18.68% | $181.64M |
| T. rowe price investment management | 1.63M | 9.09% | $88.39M |
| Vanguard group | 1.37M | 7.65% | $74.33M |
| Neuberger berman group | 1.01M | 5.63% | $54.74M |
| State street | 702.48K | 3.91% | $38.02M |
| Morgan stanley | 503.12K | 2.80% | $27.23M |
| Geode capital management | 459.35K | 2.56% | $24.86M |
| Legal & general group | 379.76K | 2.11% | $20.55M |
| Dimensional fund advisors lp | 347.17K | 1.93% | $18.79M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ledgewood wealth advisors | 254.02K | 8.14% | $13.75M |
| Tsp capital management group | 119.22K | 1.73% | $6.45M |
| Northstar asset management | 51.80K | 0.73% | $2.80M |
| Thematics asset management | 171.00K | 0.42% | $9.25M |
| Cramer rosenthal mcglynn | 109.42K | 0.37% | $5.92M |
| Catalyst funds management pty | 22.88K | 0.19% | $1.24M |
| Zimmer partners, lp | 154.56K | 0.18% | $8.36M |
| Teton advisors | 5.00K | 0.16% | $270.90K |
| Manchester capital management | 13.52K | 0.10% | $731.43K |
| Penn capital management company | 17.28K | 0.08% | $936.39K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neuberger berman group | 1.01M | 0.04% | 1.01M |
| T. rowe price investment management | 1.63M | 0.05% | 123.49K |
| Legal & general group | 379.76K | 0.00% | 94.08K |
| Blackrock funding, inc. /de | 3.36M | 0.00% | 60.94K |
| Zimmer partners, lp | 154.56K | 0.18% | 32.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 6.74K | 0.00% | -657.04K |
| 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 |
|---|---|---|---|---|
| Neuberger berman group | 1.01M | 0.04% | 1.01M | $54.74M |
| Baird financial group | 29.40K | 0.00% | 29.40K | $1.59M |
| Two sigma investments, lp | 25.59K | 0.00% | 25.59K | $1.39M |
| Catalyst funds management pty | 22.88K | 0.19% | 22.88K | $1.24M |
| Iq eq fund management (ireland) | 13.63K | 0.05% | 13.63K | $737.49K |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Innealta capital | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Cornerstone planning group | -5.00 |
| Stephens consulting | -5.00 |
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 | 5.92% | - |
| 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 | 441.75K | 2.45% | -1.01K |
| iShares Russell 2000 ETF | 428.52K | 2.38% | - |
| iShares US Infrastructure ETF | 384.73K | 2.14% | - |
| First Trust Water ETF | 365.93K | 2.05% | -1.06K |
| T. Rowe Price Small-Cap Stock | 364.72K | 2.02% | 15.15K |
| 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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