MIDDLESEX WATER CO - COMMON STOCK (MSEX) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
MSEX on Nasdaq
Shares outstanding
17,980,363
Price per share
$50.42
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
14,322,276
Total reported value
$775,094,192
% of total 13F portfolios
0%
Share change
+689,104
Value change
+$37,274,951
Number of holders
210
Price from insider filings
$50.42
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MIDDLESEX WATER CO - COMMON STOCK (MSEX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 18% -7.5% $194,813,789 -$15,307,323 3,222,193 -7.3% BlackRock, Inc. 31 Mar 2025
T. Rowe Price Investment Management, Inc. 9.1% $88,551,848 1,636,213 T. Rowe Price Investment Management, Inc. 30 Sep 2025
Neuberger Berman Group LLC 5.6% $54,741,509 1,011,454 Neuberger Berman Group LLC 30 Sep 2025
FIRST TRUST PORTFOLIOS LP 2.9% $31,252,379 516,910 First Trust Portfolios L.P. 31 Dec 2024

As of 30 Sep 2025, 210 institutional investors reported holding 14,322,276 shares of MIDDLESEX WATER CO - COMMON STOCK (MSEX). This represents 80% of the company’s total 17,980,363 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MIDDLESEX WATER CO - COMMON STOCK (MSEX) together control 69% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 19% 3,356,169 +1.8% 0% $181,635,841
T. Rowe Price Investment Management, Inc. 9.1% 1,633,229 +8.2% 0.05% $88,391,000
VANGUARD GROUP INC 7.6% 1,373,488 -3.6% 0% $74,333,171
NEUBERGER BERMAN GROUP LLC 5.6% 1,011,454 0.04% $54,739,890
STATE STREET CORP 3.9% 702,475 +1.6% 0% $38,017,947
MORGAN STANLEY 2.8% 503,121 +1.1% 0% $27,228,947
GEODE CAPITAL MANAGEMENT, LLC 2.6% 459,352 +3.5% 0% $24,863,485
Legal & General Group Plc 2.1% 379,762 +33% 0% $20,552,718
DIMENSIONAL FUND ADVISORS LP 1.9% 347,172 -2.6% 0% $18,788,216
Invesco Ltd. 1.6% 290,333 -11% 0% $15,712,821
Ledgewood Wealth Advisors, LLC 1.4% 254,016 0% 8.1% $13,747,338
GOLDMAN SACHS GROUP INC 1.4% 245,272 +1.6% 0% $13,274,123
RENAISSANCE TECHNOLOGIES LLC 1.2% 215,013 +6% 0.02% $11,636,504
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 204,706 +13% 0% $11,078,689
NORTHERN TRUST CORP 1.1% 202,304 -0.15% 0% $10,948,692
Thematics Asset Management 0.95% 171,000 0% 0.42% $9,254,520
Bank of New York Mellon Corp 0.93% 166,721 -14% 0% $9,022,932
Zimmer Partners, LP 0.86% 154,557 +27% 0.2% $8,364,625
FIRST MANHATTAN CO. LLC. 0.82% 147,353 -7.4% 0.02% $7,974,744
PRINCIPAL FINANCIAL GROUP INC 0.7% 126,343 +23% 0% $6,837,683
ProShare Advisors LLC 0.66% 119,385 +7.4% 0.01% $6,461,117
TSP Capital Management Group, LLC 0.66% 119,224 1.7% $6,452,415
CRAMER ROSENTHAL MCGLYNN LLC 0.61% 109,416 -1.1% 0.38% $5,921,594
BANK OF AMERICA CORP /DE/ 0.45% 81,598 -7% 0% $4,416,083
UBS Group AG 0.44% 78,536 +56% 0% $4,250,369

Institutional Holders of MIDDLESEX WATER CO - COMMON STOCK (MSEX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 21,805 $1,098,970 -$707,893 $50.42 7
2025 Q3 14,322,276 $775,094,192 +$37,274,951 $54.12 210
2025 Q2 13,636,512 $738,833,326 -$15,158,205 $54.18 216
2025 Q1 13,833,517 $886,726,037 +$22,740,783 $64.10 214
2024 Q4 13,540,466 $712,508,260 -$15,266,889 $52.63 208
2024 Q3 13,550,980 $883,651,265 +$57,090,224 $65.24 195
2024 Q2 12,744,476 $666,046,493 +$3,927,687 $52.26 193
2024 Q1 12,606,978 $661,064,986 -$34,117,127 $52.50 184
2023 Q4 232,243 $15,239,776 +$5,446 $65.62 2
2023 Q3 12,489,412 $827,290,788 -$1,448,883 $66.25 179
2023 Q2 12,313,881 $993,174,477 +$61,176,466 $80.66 179
2023 Q1 11,757,228 $918,530,857 -$51,036,860 $78.12 195
2022 Q4 12,356,468 $972,719,577 +$50,471,588 $78.67 196
2022 Q3 11,667,887 $892,206,672 +$12,205,178 $77.20 186
2022 Q2 11,507,530 $998,715,931 -$62,297,220 $87.68 195
2022 Q1 12,238,270 $1,274,063,892 +$46,406,565 $105.17 187
2021 Q4 11,802,804 $1,404,047,345 -$34,961,209 $120.30 196
2021 Q3 12,158,398 $1,236,889,368 +$183,503,151 $102.78 182
2021 Q2 10,468,958 $845,399,924 -$10,460,692 $81.73 154
2021 Q1 10,487,195 $828,780,915 -$3,673,807 $79.02 155
2020 Q4 10,515,903 $762,092,059 +$13,981,809 $72.47 149
2020 Q3 10,402,260 $638,067,387 -$1,498,651 $62.15 149
2020 Q2 10,422,224 $690,710,065 +$7,432,221 $67.18 149
2020 Q1 10,117,902 $599,776,795 -$5,755,200 $60.12 142
2019 Q4 10,519,399 $659,771,180 +$41,740,849 $63.57 152
2019 Q3 9,821,865 $628,848,584 +$31,226,390 $64.96 150
2019 Q2 9,026,746 $526,193,254 +$13,768,804 $59.25 153
2019 Q1 9,154,629 $503,788,139 +$1,041,608 $55.99 155
2018 Q4 8,989,811 $479,602,894 +$9,054,407 $53.35 154
2018 Q3 9,015,787 $427,778,342 +$897,585 $48.42 129
2018 Q2 8,854,641 $373,399,975 +$17,388,941 $42.17 128
2018 Q1 8,492,797 $311,764,711 +$6,182,999 $36.70 126
2017 Q4 8,264,026 $329,738,688 +$2,882,415 $39.91 130
2017 Q3 8,219,494 $322,901,864 +$12,661,549 $39.27 122
2017 Q2 8,172,450 $316,167,312 +$8,789,123 $39.60 116
2017 Q1 7,984,042 $287,859,545 +$46,012,173 $36.95 118
2016 Q4 7,755,753 $324,578,314 +$14,507,347 $42.94 126
2016 Q3 7,474,558 $256,383,688 +$2,160,535 $35.24 128
2016 Q2 7,129,350 $309,161,955 +$16,389,203 $43.38 135
2016 Q1 6,783,917 $209,534,000 +$6,125,060 $30.85 126
2015 Q4 6,590,935 $174,944,562 -$924,818 $26.54 115
2015 Q3 6,514,889 $155,404,039 +$2,918,777 $23.84 112
2015 Q2 6,302,619 $142,180,708 +$7,924,604 $22.56 104
2015 Q1 6,371,084 $138,479,589 +$783,441 $22.76 98
2014 Q4 6,325,839 $139,173,290 +$1,388,015 $23.06 96
2014 Q3 6,305,227 $117,874,760 -$8,959,604 $19.60 93
2014 Q2 6,419,867 $135,963,009 +$9,961,238 $21.18 91
2014 Q1 6,422,508 $133,543,473 +$1,755,527 $21.82 87