Security Snapshot

MIDDLESEX WATER CO - Common Stock (MSEX) Institutional Ownership

CUSIP: 596680108

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

200

Shares (Excl. Options)

15,132,874

Price

$50.42

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Type / Class
Equity / Common Stock
Symbol
MSEX on Nasdaq
Shares outstanding
18,554,981
Price per share
$52.05
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
15,132,874
Total reported value
$763,027,713
% of total 13F portfolios
0%
Share change
+980,775
Value change
+$48,359,619
Number of holders
200
Price from insider filings
$52.05
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • MSEX - MIDDLESEX WATER CO - Common Stock is tracked under CUSIP 596680108.
  • 200 institutions reported positions in Q4 2025.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 200 to 68 between Q4 2025 and Q1 2026.
  • Reported value moved from $763,027,713 to $48,151,790.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 200 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 596680108?
CUSIP 596680108 identifies MSEX - MIDDLESEX WATER CO - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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 Dec 2025, 200 institutional investors reported holding 15,132,874 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 73% 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% 3,453,484 +2.9% 0% $174,124,639
T. Rowe Price Investment Management, Inc. 9.2% 1,699,403 +4.1% 0.05% $85,684,000
NEUBERGER BERMAN GROUP LLC 8.2% 1,523,562 +51% 0.06% $76,817,996
VANGUARD GROUP INC 7.5% 1,398,851 +1.8% 0% $70,530,067
MORGAN STANLEY 5.7% 1,066,578 +112% 0% $53,776,892
STATE STREET CORP 3.9% 730,072 +3.9% 0% $36,810,230
GEODE CAPITAL MANAGEMENT, LLC 2.5% 464,484 +1.1% 0% $23,424,424
Legal & General Group Plc 2.1% 388,546 +2.3% 0% $19,590,489
DIMENSIONAL FUND ADVISORS LP 1.8% 342,716 -1.3% 0% $17,280,198
Invesco Ltd. 1.7% 307,594 +5.9% 0% $15,508,891
Ledgewood Wealth Advisors, LLC 1.4% 254,016 0% 7.4% $12,807,479
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.1% 210,787 +3% 0% $10,627,881
NORTHERN TRUST CORP 1.1% 198,348 -2% 0% $10,000,706
TSP Capital Management Group, LLC 1% 188,078 2.3% $9,482,915
Zimmer Partners, LP 0.99% 183,657 +19% 0.24% $9,259,986
Bank of New York Mellon Corp 0.97% 180,805 +8.4% 0% $9,116,203
GOLDMAN SACHS GROUP INC 0.86% 159,051 -35% 0% $8,019,353
PRINCIPAL FINANCIAL GROUP INC 0.8% 149,134 +18% 0% $7,519,337
FIRST MANHATTAN CO. LLC. 0.79% 147,228 -0.08% 0.02% $7,423,236
RENAISSANCE TECHNOLOGIES LLC 0.7% 129,213 -40% 0.01% $6,514,919
ProShare Advisors LLC 0.64% 118,876 -0.43% 0.01% $5,993,728
CRAMER ROSENTHAL MCGLYNN LLC 0.57% 105,066 -4% 0.34% $5,297,428
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.4% 73,892 +61% 0% $3,725,636
PUBLIC SECTOR PENSION INVESTMENT BOARD 0.34% 63,472 -9.7% 0.01% $3,200,258
BANK OF AMERICA CORP /DE/ 0.34% 62,290 -24% 0% $3,140,662

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 925,048 $48,151,790 +$2,865,348 $52.05 68
2025 Q4 15,132,874 $763,027,713 +$48,359,619 $50.42 200
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
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