Latest Period
Q2 2026
Security Snapshot
MIDDLESEX WATER CO - Common Stock (MSEX) Institutional Ownership
CUSIP: 596680108
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
224
Shares (Excl. Options)
15,699,338
Price
$56.16
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- Security type / class
- Equity / Common Stock
- Symbol
- MSEX on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 15,699,338
- Total 13F value
- $881,568,002
- Portfolio coverage rank
- 0%
- Share change
- +349,378
- Value change
- +$21,350,678
- Number of holders
- 224
- Shares outstanding
- 18,554,981
- SEC-reported price per share
- $56.58
- Insider filing price
- $56.58
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- MSEX - MIDDLESEX WATER CO - Common Stock is tracked under CUSIP 596680108.
- 224 institutions reported positions in Q2 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 220 to 224 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $793,398,777 to $881,568,002.
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 224 institutions filings for Q2 2026.
Security key
596680108
Latest holder period
Q2 2026
13F holders
224
13D/G owners
5
CIK / CUSIP context first
Open Q2 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:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
5
Security
MSEX
| 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 30 Jun 2026, 224 institutional investors reported holding 15,699,338 shares of MIDDLESEX WATER CO - Common Stock (MSEX). This represents 85% of the company’s total 18,554,981 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
73%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17% | 3,134,461 | +3.9% | 0% | $176,031,301 |
| T. Rowe Price Investment Management, Inc. | 9.4% | 1,746,560 | +0.26% | 0.06% | $98,087,000 |
| NEUBERGER BERMAN GROUP LLC | 8.6% | 1,604,067 | +3.5% | 0.06% | $90,084,403 |
| MORGAN STANLEY | 5.9% | 1,101,704 | -0.53% | 0% | $61,871,750 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 802,323 | -3.1% | 0% | $45,058,460 |
| STATE STREET CORP | 4.3% | 798,240 | +7.3% | 0% | $44,829,158 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.8% | 513,809 | +5.3% | 0% | $28,855,513 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.7% | 500,555 | +6.5% | 0% | $28,117,777 |
| Legal & General Group Plc | 2.4% | 437,504 | +7.8% | 0.01% | $24,570,225 |
| DIMENSIONAL FUND ADVISORS LP | 1.9% | 348,430 | +0.77% | 0% | $19,567,732 |
| Invesco Ltd. | 1.5% | 280,212 | -3.6% | 0% | $15,736,706 |
| Ledgewood Wealth Advisors, LLC | 1.4% | 254,016 | 0% | 7.6% | $14,265,530 |
| NORTHERN TRUST CORP | 1.2% | 222,747 | +12% | 0% | $12,509,472 |
| TSP Capital Management Group, LLC | 1.1% | 211,037 | 2.8% | $11,851,813 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1% | 193,653 | +0.92% | 0% | $10,875,552 |
| Bank of New York Mellon Corp | 0.96% | 179,021 | +0.79% | 0% | $10,053,838 |
| Zimmer Partners, LP | 0.95% | 176,903 | 0% | 0.23% | $9,934,872 |
| TWO SIGMA INVESTMENTS, LP | 0.88% | 163,002 | +149% | 0.01% | $9,154,192 |
| MIROVA | 0.86% | 159,067 | -19% | 0.33% | $8,933,203 |
| FIRST MANHATTAN CO. LLC. | 0.76% | 141,624 | -1.6% | 0.02% | $7,953,604 |
| ProShare Advisors LLC | 0.71% | 131,066 | +10% | 0.01% | $7,360,666 |
| Jupiter Topco LLC | 0.7% | 129,345 | 0% | 0% | $7,263,926 |
| VANGUARD FIDUCIARY TRUST CO | 0.66% | 123,103 | +3.5% | 0% | $6,913,464 |
| RENAISSANCE TECHNOLOGIES LLC | 0.6% | 110,813 | -25% | 0.01% | $6,223,258 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.58% | 108,192 | +16% | 0.31% | $6,076,063 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 15,699,338 | $881,568,002 | +$21,350,678 | $56.16 | 224 |
| 2026 Q1 | 15,243,071 | $793,398,777 | +$2,350,239 | $52.05 | 220 |
| 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 |