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 235 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $785 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 |
Aug 14, 2025 Q2 2025 |
1,509,741
shares
|
$81.4 Million
0.05% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
1,424,282
shares
|
$76.8 Million
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
882,872
shares
|
$47.6 Million
0.09% of portfolio
|
Q2 2023
Added 16.53%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
691,168
shares
|
$37.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
663,786
shares
|
$35.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
497,639
shares
|
$26.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
443,850
shares
|
$23.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
356,293
shares
|
$19.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
327,335
shares
|
$17.6 Million
0.0% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
285,680
shares
|
$15.4 Million
0.0% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
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%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
241,486
shares
|
$13 Million
0.0% of portfolio
|
Q2 2025
Added 26.72%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
202,913
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
202,609
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
181,853
shares
|
$9.81 Million
0.0% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Thematics Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
171,000
shares
|
$9.22 Million
0.43% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
159,153
shares
|
$8.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Zimmer Partners, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
122,057
shares
|
$6.58 Million
0.17% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Tsp Capital Management Group, LLC
|
Aug 11, 2025 Q2 2025 |
111,720
shares
|
$6.02 Million
2.06% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
111,208
shares
|
$6 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
Aug 11, 2025 Q2 2025 |
110,670
shares
|
$5.97 Million
0.43% of portfolio
|
Q2 2025
Reduced 25.7%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
102,432
shares
|
$5.52 Million
0.0% of portfolio
|
Q2 2025
Added 15.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
87,776
shares
|
$4.73 Million
0.0% of portfolio
|
Q2 2025
Added 50.32%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
74,779
shares
|
$4.03 Million
0.0% of portfolio
|
Q2 2025
Added 26.27%
|