Institutional Ownership Middlesex Water CO (MSEX)
This table provides information about the institutional ownership of Middlesex Water CO (MSEX). We have compiled data on the 237 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $794 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,360,935
shares
|
$181 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
1,481,298
shares
|
$79.8 Million
0.06% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
1,412,377
shares
|
$76 Million
0.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
882,872
shares
|
$47.5 Million
0.09% of portfolio
|
Q2 2023
Added 16.53%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
802,209
shares
|
$43.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
708,611
shares
|
$38.2 Million
0.04% of portfolio
|
Q1 2025
Added 81.69%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
506,133
shares
|
$27.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
444,127
shares
|
$23.9 Million
0.0% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
380,030
shares
|
$20.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
303,463
shares
|
$16.3 Million
0.0% of portfolio
|
Q1 2025
Added 18.82%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
255,594
shares
|
$13.8 Million
0.0% of portfolio
|
Q4 2023
Reduced 33.51%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
254,016
shares
|
$13.7 Million
8.67% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
214,153
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
190,574
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Added 23.72%
|
|
|
Thematics Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
181,000
shares
|
$9.75 Million
0.6% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
180,413
shares
|
$9.71 Million
0.02% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
169,788
shares
|
$9.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
169,014
shares
|
$9.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
May 14, 2025 Q1 2025 |
148,947
shares
|
$8.02 Million
0.72% of portfolio
|
Q1 2025
Added 45.48%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
119,762
shares
|
$6.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
115,563
shares
|
$6.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Zimmer Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
112,257
shares
|
$6.04 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Tsp Capital Management Group, LLC
|
May 15, 2025 Q1 2025 |
109,217
shares
|
$5.88 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
88,933
shares
|
$4.79 Million
0.0% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
71,075
shares
|
$3.83 Million
0.0% of portfolio
|
Q1 2025
Added 350.53%
|