MIDDLESEX WATER CO - COMMON STOCK (MSEX)

Historical Holders 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
+$37,274,957
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% $199,711,522 -$15,692,158 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% $32,038,082 516,910 First Trust Portfolios L.P. 31 Dec 2024
As of 30 Sep 2025, MIDDLESEX WATER CO - COMMON STOCK (MSEX) has 210 institutional shareholders filing 13F forms. They hold 14,322,276 shares. of 17,980,363 outstanding shares (80%) .

Top 25 institutional shareholders own 69% of the company.

Filer Ownership Nb Shares 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 Investors
2025 Q4 21,805 $1,098,970 -$707,894 $50.42 7
2025 Q3 14,322,276 $775,094,192 +$37,274,957 $54.12 210
2025 Q2 13,636,512 $738,833,326 -$15,158,204 $54.18 216
2025 Q1 13,833,517 $886,725,664 +$22,740,789 $64.10 214
2024 Q4 13,541,516 $712,473,366 -$15,232,538 $52.63 208
2024 Q3 13,804,996 $900,223,211 +$59,031,265 $65.24 196
2024 Q2 12,968,740 $677,766,302 +$7,116,914 $52.26 194
2024 Q1 12,831,972 $672,876,665 -$25,337,027 $52.50 185
2023 Q4 13,003,143 $852,920,417 +$19,387,364 $65.62 188
2023 Q3 12,490,032 $827,331,495 -$635,935 $66.25 181
2023 Q2 12,512,233 $1,009,173,528 +$60,028,527 $80.66 182
2023 Q1 11,757,737 $919,355,919 -$50,277,299 $78.12 197
2022 Q4 12,373,686 $974,072,722 +$40,291,336 $78.67 199
2022 Q3 11,937,287 $922,091,622 +$10,558,007 $77.20 190
2022 Q2 11,773,624 $1,032,433,458 -$58,133,545 $87.68 197
2022 Q1 12,461,186 $1,310,143,794 +$46,176,461 $105.17 190
2021 Q4 12,012,178 $1,443,749,906 -$35,982,261 $120.30 198
2021 Q3 12,371,892 $1,271,790,260 +$184,339,981 $102.78 183
2021 Q2 10,634,020 $869,158,413 +$3,092,064 $81.73 153
2021 Q1 10,646,353 $841,357,621 +$2,820,223 $79.02 156
2020 Q4 10,621,614 $769,752,800 +$6,581,197 $72.47 152
2020 Q3 10,417,640 $647,653,393 -$2,346,475 $62.15 152
2020 Q2 10,422,524 $700,105,834 +$17,026,554 $67.18 150
2020 Q1 10,266,453 $617,121,390 -$16,289,506 $60.12 145
2019 Q4 10,519,911 $668,802,699 +$41,776,048 $63.57 153
2019 Q3 9,847,390 $639,701,381 +$42,851,751 $64.96 151
2019 Q2 9,195,983 $544,770,696 +$5,850,996 $59.25 158
2019 Q1 9,171,239 $513,300,547 +$9,077,511 $55.99 159
2018 Q4 8,996,327 $479,950,894 +$698,115 $53.35 155
2018 Q3 9,015,787 $436,482,629 +$9,551,630 $48.42 129
2018 Q2 8,883,184 $374,603,975 +$17,238,882 $42.17 129
2018 Q1 8,492,797 $311,764,711 +$6,176,923 $36.70 126
2017 Q4 8,316,382 $331,827,670 +$3,361,978 $39.91 132
2017 Q3 8,219,694 $322,909,718 +$5,246,277 $39.27 120
2017 Q2 8,200,700 $324,702,808 +$8,976,940 $39.60 118
2017 Q1 7,985,342 $295,082,398 +$48,281,034 $36.95 119
2016 Q4 7,788,370 $334,316,378 +$14,369,534 $42.94 128
2016 Q3 7,474,558 $263,361,703 +$9,138,572 $35.24 126
2016 Q2 7,129,350 $309,161,955 +$16,402,204 $43.38 135
2016 Q1 6,783,917 $209,534,000 +$6,138,063 $30.85 126
2015 Q4 6,590,935 $174,944,562 -$585,331 $26.54 115
2015 Q3 6,614,251 $157,773,039 +$3,160,603 $23.84 113
2015 Q2 6,487,088 $146,342,708 +$1,344,199 $22.56 105
2015 Q1 6,424,739 $146,207,076 +$902,127 $22.76 101
2014 Q4 6,372,448 $146,883,648 +$1,282,054 $23.06 98
2014 Q3 6,339,339 $124,243,055 -$3,444,173 $19.60 94
2014 Q2 6,463,353 $136,883,009 +$3,712,422 $21.18 92
2014 Q1 6,445,496 $140,487,024 +$5,137,667 $21.82 89