MIDDLESEX WATER CO - Common Stock (MSEX)

CUSIP: 596680108

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / Common Stock
Shares outstanding
18,519,627
Total 13F shares
14,322,281
Share change
+696,128
Total reported value
$775,093,922
Price per share
$54.12
Number of holders
210
Value change
+$37,655,084
Number of buys
109
Number of sells
86

Quarterly Holders Quick Answers

What is CUSIP 596680108?
CUSIP 596680108 identifies MSEX - MIDDLESEX WATER CO - Common Stock in SEC institutional holdings data.

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Top shareholders of MSEX - MIDDLESEX WATER CO - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
BlackRock, Inc.
13F
Company
18%
3,295,225
$178,535,284 30 Jun 2025
13F
T. Rowe Price Investment Management, Inc.
13D/G 13F
Company
9.1%
1,636,213
$88,551,848 $0 30 Sep 2025
VANGUARD GROUP INC
13F
Company
7.7%
1,424,282
$77,167,600 30 Jun 2025
13F
Neuberger Berman Group LLC
13D/G
5.6%
1,011,454
$54,741,509 $0 30 Sep 2025
STATE STREET CORP
13F
Company
3.7%
691,168
$37,447,482 30 Jun 2025
13F
FIRST TRUST ADVISORS LP
13F
Company
3.6%
663,786
$35,963,936 30 Jun 2025
13F
FIRST TRUST PORTFOLIOS LP
13D/G
First Trust Portfolios L.P.
2.9%
516,910
$32,038,082 $0 31 Dec 2024
MORGAN STANLEY
13F
Company
2.7%
497,639
$26,962,153 30 Jun 2025
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
2.4%
443,850
$24,050,737 30 Jun 2025
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
1.9%
356,293
$19,304,306 30 Jun 2025
13F
Invesco Ltd.
13F
Company
1.8%
327,335
$17,735,010 30 Jun 2025
13F
Legal & General Group Plc
13F
Company
1.5%
285,680
$15,478,144 30 Jun 2025
13F
Ledgewood Wealth Advisors, LLC
13F
Company
1.4%
254,016
$13,762,579 30 Jun 2025
13F
GOLDMAN SACHS GROUP INC
13F
Company
1.3%
241,486
$13,083,714 30 Jun 2025
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
1.1%
202,913
$10,993,826 30 Jun 2025
13F
NORTHERN TRUST CORP
13F
Company
1.1%
202,609
$10,977,356 30 Jun 2025
13F
Bank of New York Mellon Corp
13F
Company
1%
193,550
$10,486,526 30 Jun 2025
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.98%
181,853
$9,852,796 30 Jun 2025
13F
Thematics Asset Management
13F
Company
0.92%
171,000
$9,264,780 30 Jun 2025
13F
FIRST MANHATTAN CO. LLC.
13F
Company
0.86%
159,153
$8,622,910 30 Jun 2025
13F
Dennis W. Doll
3/4/5
Director
mixed-class rows
95,931
mixed-class rows
$8,225,829 01 Apr 2025
Zimmer Partners, LP
13F
Company
0.66%
122,057
$6,613,048 30 Jun 2025
13F
ProShare Advisors LLC
13F
Company
0.6%
111,208
$6,025,249 30 Jun 2025
13F
CRAMER ROSENTHAL MCGLYNN LLC
13F
Company
0.6%
110,670
$5,996,101 30 Jun 2025
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.55%
102,432
$5,549,765 30 Jun 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.47%
87,776
$4,755,704 30 Jun 2025
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.4%
74,779
$4,051,526 30 Jun 2025
13F
D. E. Shaw & Co., Inc.
13F
Company
0.4%
73,299
$3,971,340 30 Jun 2025
13F
JANE STREET GROUP, LLC
13F
Company
0.37%
69,009
$3,738,908 30 Jun 2025
13F
PUBLIC SECTOR PENSION INVESTMENT BOARD
13F
Company
0.33%
61,099
$3,310,344 30 Jun 2025
13F
RHUMBLINE ADVISERS
13F
Company
0.29%
53,520
$2,899,697 30 Jun 2025
13F
UBS Group AG
13F
Company
0.27%
50,261
$2,723,141 30 Jun 2025
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.23%
42,320
$2,292,897 30 Jun 2025
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.22%
40,937
$2,217,981 30 Jun 2025
13F
JPMORGAN CHASE & CO
13F
Company
0.21%
39,688
$2,150,295 30 Jun 2025
13F
NFJ INVESTMENT GROUP, LLC
13F
Company
0.21%
39,018
$2,113,995 30 Jun 2025
13F
Nuveen, LLC
13F
Company
0.21%
38,892
$2,107,169 30 Jun 2025
13F
Swiss National Bank
13F
Company
0.18%
34,162
$1,850,897 30 Jun 2025
13F
NORTHSTAR ASSET MANAGEMENT INC
13F
Company
0.18%
34,072
$1,846,021 30 Jun 2025
13F
BARCLAYS PLC
13F
Company
0.18%
34,049
$1,844,775 30 Jun 2025
13F
CANADA LIFE ASSURANCE Co
13F
Company
0.17%
32,223
$1,746,000 30 Jun 2025
13F
Russell Investments Group, Ltd.
13F
Company
0.17%
31,583
$1,711,216 30 Jun 2025
13F
DEPRINCE RACE & ZOLLO INC
13F
Company
0.17%
31,490
$1,706,128 30 Jun 2025
13F
Zurcher Kantonalbank (Zurich Cantonalbank)
13F
Company
0.16%
28,864
$1,563,852 30 Jun 2025
13F
THRIVENT FINANCIAL FOR LUTHERANS
13F
Company
0.15%
28,189
$1,527,000 30 Jun 2025
13F
A. Bruce Oconnor
3/4/5
SVP, CFO and Treasurer
mixed-class rows
26,753
mixed-class rows
$1,514,180 20 Jun 2024
LPL Financial LLC
13F
Company
0.15%
27,442
$1,486,812 30 Jun 2025
13F
Squarepoint Ops LLC
13F
Company
0.15%
27,380
$1,483,448 30 Jun 2025
13F
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM
13F
Company
0.15%
27,193
$1,473,317 30 Jun 2025
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
0.14%
26,704
$1,446,823 30 Jun 2025
13F

Institutional Holders of MIDDLESEX WATER CO - Common Stock (MSEX) as of Q3 2025

As of 30 Sep 2025, MIDDLESEX WATER CO - Common Stock (MSEX) was held by 210 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 14,322,281 shares. The largest 10 holders included BlackRock, Inc., T. Rowe Price Investment Management, Inc., VANGUARD GROUP INC, NEUBERGER BERMAN GROUP LLC, STATE STREET CORP, MORGAN STANLEY, GEODE CAPITAL MANAGEMENT, LLC, Legal & General Group Plc, DIMENSIONAL FUND ADVISORS LP, and Invesco Ltd.. This page lists 210 institutional shareholders reporting positions in this security for the Q3 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2025 vs Q2 2025 Across Filers

Q2 2025 holders
216
Q3 2025 holders
210
Holder diff
-6
Investor Q2 2025 Shares Q3 2025 Shares Share Diff Share Chg % Q2 2025 Value $ Q3 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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