Middlesex Water Ownership | Who Owns Middlesex Water?
Middlesex Water Ownership Summary
Middlesex Water is owned by 13.79% institutional investors, 1.33% insiders, and 84.88% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 19.06% 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 | 13.79% | 1.33% | 84.88% |
| Sector | Utilities Stocks | 34.92% | 8.47% | 56.60% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.45M | 19.06% | $174.12M |
| Blackrock | 3.36M | 18.86% | $175.64M |
| T. rowe price investment management | 1.63M | 9.09% | $88.39M |
| Vanguard group | 1.40M | 7.72% | $70.53M |
| Morgan stanley | 1.07M | 5.89% | $53.78M |
| Neuberger berman group | 1.01M | 5.63% | $54.74M |
| State street | 702.48K | 3.91% | $38.02M |
| Geode capital management | 464.48K | 2.56% | $23.42M |
| 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 | 47.13K | 0.61% | $2.38M |
| Thematics asset management | 171.00K | 0.42% | $9.25M |
| Nuance investments | 57.19K | 0.42% | $2.98M |
| Cramer rosenthal mcglynn | 109.42K | 0.37% | $5.92M |
| Catalyst funds management pty | 21.49K | 0.25% | $1.08M |
| Penn capital management company | 53.59K | 0.22% | $2.79M |
| Zimmer partners, lp | 154.56K | 0.18% | $8.36M |
| Teton advisors | 5.00K | 0.16% | $270.90K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neuberger berman group | 1.01M | 0.04% | 1.01M |
| Morgan stanley | 1.07M | 0.00% | 563.46K |
| T. rowe price investment management | 1.63M | 0.05% | 123.49K |
| Vanguard fiduciary trust | 118.97K | 0.00% | 118.97K |
| Blackrock funding, inc. /de | 3.45M | 0.00% | 97.31K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 6.74K | 0.00% | -657.04K |
| Amundi | - | - | -119.76K |
| Goldman sachs group | 159.05K | 0.00% | -86.22K |
| Renaissance | 129.21K | 0.01% | -85.80K |
| Jane street group | - | - | -78.19K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Neuberger berman group | 1.01M | 0.04% | 1.01M | $54.74M |
| Vanguard fiduciary trust | 118.97K | 0.00% | 118.97K | $6.19M |
| Nuance investments | 57.19K | 0.42% | 57.19K | $2.98M |
| Baird financial group | 29.40K | 0.00% | 29.40K | $1.59M |
| Two sigma investments, lp | 25.59K | 0.00% | 25.59K | $1.39M |
Sold Out
| Holder | Change |
|---|---|
| Transamerica financial advisors | -1.00 |
| Caitong asset management | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 196 | -1.01% | 12,296,173 | -9.28% | 68 | 1.19% | 90 | 23.29% | 58 | -22.67% |
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 | 600.18K | 3.23% | 14.21K |
| 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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