Latest Period
Q1 2026
Security Snapshot
MIDDLESEX WATER CO - Common Stock (MSEX) Institutional Ownership
CUSIP: 596680108
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
219
Shares (Excl. Options)
15,229,149
Price
$52.05
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- Type / Class
- Equity / Common Stock
- Symbol
- MSEX on Nasdaq
- Shares outstanding
- 18,554,981
- Price per share
- $51.99
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 15,229,149
- Total reported value
- $792,674,144
- % of total 13F portfolios
- 0%
- Share change
- +36,841
- Value change
- +$2,175,657
- Number of holders
- 219
- Price from insider filings
- $51.99
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- MSEX - MIDDLESEX WATER CO - Common Stock is tracked under CUSIP 596680108.
- 219 institutions reported positions in Q1 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 202 to 219 between Q4 2025 and Q1 2026.
- Reported value moved from $763,958,366 to $792,674,144.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 219 institutions filings for Q1 2026.
Security key
596680108
Latest holder period
Q1 2026
13F holders
219
13D/G owners
5
CIK / CUSIP context first
Open Q1 2026 holders
MSEX full holder history
MIDDLESEX WATER CO SEC filings
MIDDLESEX WATER CO company facts
MIDDLESEX WATER CO insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 596680108:
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. | 16% | -11% | $155,195,403 | -$12,519,743 | 2,981,660 | -7.5% | BlackRock, Inc. | 31 Mar 2026 |
| 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 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.2% | $50,027,850 | 961,148 | Vanguard Capital Management | 31 Mar 2026 | |||
| FIRST TRUST PORTFOLIOS LP | 2.9% | $32,038,082 | 516,910 | First Trust Portfolios L.P. | 31 Dec 2024 |
As of 31 Mar 2026, 219 institutional investors reported holding 15,229,149 shares of MIDDLESEX WATER CO - Common Stock (MSEX). This represents 82% of the company’s total 18,554,981 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of MIDDLESEX WATER CO - Common Stock (MSEX) together control 71% 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. | 16% | 3,016,602 | -13% | 0% | $157,014,108 |
| T. Rowe Price Investment Management, Inc. | 9.4% | 1,742,092 | +2.5% | 0.06% | $90,676,000 |
| NEUBERGER BERMAN GROUP LLC | 8.4% | 1,549,906 | +1.7% | 0.06% | $80,672,607 |
| MORGAN STANLEY | 6% | 1,107,615 | +3.8% | 0% | $57,651,396 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 827,953 | 0% | 0% | $43,094,954 |
| STATE STREET CORP | 4% | 744,062 | +1.9% | 0% | $38,728,427 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.6% | 488,067 | 0% | 0% | $25,403,887 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 469,917 | +1.2% | 0% | $24,464,844 |
| Legal & General Group Plc | 2.2% | 405,847 | +4.5% | 0% | $21,124,337 |
| DIMENSIONAL FUND ADVISORS LP | 1.9% | 345,761 | +0.89% | 0% | $17,997,544 |
| Invesco Ltd. | 1.6% | 290,631 | -5.5% | 0% | $15,127,344 |
| Ledgewood Wealth Advisors, LLC | 1.4% | 254,016 | 0% | 7.4% | $13,221,525 |
| TSP Capital Management Group, LLC | 1.1% | 210,332 | +12% | 2.7% | $10,947,807 |
| NORTHERN TRUST CORP | 1.1% | 198,096 | -0.13% | 0% | $10,310,897 |
| MIROVA | 1.1% | 196,000 | 0.41% | $10,201,800 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1% | 191,885 | -9% | 0% | $9,987,614 |
| Bank of New York Mellon Corp | 0.96% | 177,618 | -1.8% | 0% | $9,244,998 |
| Zimmer Partners, LP | 0.95% | 176,903 | -3.7% | 0.23% | $9,207,801 |
| RENAISSANCE TECHNOLOGIES LLC | 0.79% | 147,013 | +14% | 0.01% | $7,652,027 |
| FIRST MANHATTAN CO. LLC. | 0.78% | 143,889 | -2.3% | 0.02% | $7,489,422 |
| GOLDMAN SACHS GROUP INC | 0.7% | 129,825 | -18% | 0% | $6,757,393 |
| VANGUARD FIDUCIARY TRUST CO | 0.64% | 118,968 | 0% | 0% | $6,192,284 |
| ProShare Advisors LLC | 0.64% | 118,700 | -0.15% | 0.01% | $6,178,335 |
| PRINCIPAL FINANCIAL GROUP INC | 0.57% | 105,387 | -29% | 0% | $5,485,395 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.5% | 93,657 | -11% | 0.36% | $4,874,847 |
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 |
|---|---|---|---|---|---|
| 2026 Q1 | 15,229,149 | $792,674,144 | +$2,175,657 | $52.05 | 219 |
| 2025 Q4 | 15,151,332 | $763,958,366 | +$48,339,652 | $50.42 | 202 |
| 2025 Q3 | 14,322,281 | $775,093,922 | +$37,655,084 | $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 |