MIDDLESEX WATER CO - Common Stock (MSEX)

CUSIP: 596680108

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / Common Stock
Shares outstanding
18,554,981
Total 13F shares
15,151,332
Share change
+980,379
Total reported value
$763,958,366
Price per share
$50.42
Number of holders
202
Value change
+$48,339,652
Number of buys
82
Number of sells
108

Security key

596680108

Report period

Q4 2025

Institutions

202

Top holders

10

Ownership snapshot

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

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
T. Rowe Price Investment ...
13D/G signal
T. Rowe Price Investment ...
Evidence rows
50
Latest as of
30 Sep 2025
13D/G 13F Lead comparable stake: 9.1% 13D/G row: T. Rowe Price Investment Management, Inc. Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
T. Rowe Price Investment Management, Inc.
13D/G 13F
Company
9.1%
$88,551,848
1,636,213 shares
$0 30 Sep 2025
Neuberger Berman Group LLC
13D/G 13F
Company
5.6%
$54,741,509
1,011,454 shares
$0 30 Sep 2025
FIRST TRUST PORTFOLIOS LP
13D/G
First Trust Portfolios L.P.
2.9%
$32,038,082
516,910 shares
$0 31 Dec 2024
BlackRock, Inc.
13F
Company
13F
18%
$181,635,841
3,356,169 shares
30 Sep 2025
VANGUARD GROUP INC
13F
Company
13F
7.4%
$74,333,171
1,373,488 shares
30 Sep 2025
STATE STREET CORP
13F
Company
13F
3.8%
$38,017,947
702,475 shares
30 Sep 2025
MORGAN STANLEY
13F
Company
13F
2.7%
$27,228,947
503,121 shares
30 Sep 2025
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
2.5%
$24,863,485
459,352 shares
30 Sep 2025
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
Legal & General Group Plc
13F
Company
13F
2%
$20,552,718
379,762 shares
30 Sep 2025
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
1.9%
$18,788,216
347,172 shares
30 Sep 2025
Invesco Ltd.
13F
Company
13F
1.6%
$15,712,821
290,333 shares
30 Sep 2025
Ledgewood Wealth Advisors, LLC
13F
Company
13F
1.4%
$13,747,338
254,016 shares
30 Sep 2025
GOLDMAN SACHS GROUP INC
13F
Company
13F
1.3%
$13,274,123
245,272 shares
30 Sep 2025
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
1.2%
$11,636,504
215,013 shares
30 Sep 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
1.1%
$11,078,689
204,706 shares
30 Sep 2025
NORTHERN TRUST CORP
13F
Company
13F
1.1%
$10,948,692
202,304 shares
30 Sep 2025
Thematics Asset Management
13F
Company
13F
0.92%
$9,254,520
171,000 shares
30 Sep 2025
Bank of New York Mellon Corp
13F
Company
13F
0.9%
$9,022,932
166,721 shares
30 Sep 2025
Zimmer Partners, LP
13F
Company
13F
0.83%
$8,364,625
154,557 shares
30 Sep 2025
FIRST MANHATTAN CO. LLC.
13F
Company
13F
0.79%
$7,974,744
147,353 shares
30 Sep 2025
PRINCIPAL FINANCIAL GROUP INC
13F
Company
13F
0.68%
$6,837,683
126,343 shares
30 Sep 2025
ProShare Advisors LLC
13F
Company
13F
0.64%
$6,461,117
119,385 shares
30 Sep 2025
TSP Capital Management Group, LLC
13F
Company
13F
0.64%
$6,452,415
119,224 shares
30 Sep 2025
CRAMER ROSENTHAL MCGLYNN LLC
13F
Company
13F
0.59%
$5,921,594
109,416 shares
30 Sep 2025
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.44%
$4,416,083
81,598 shares
30 Sep 2025
UBS Group AG
13F
Company
13F
0.42%
$4,250,369
78,536 shares
30 Sep 2025
JANE STREET GROUP, LLC
13F
Company
13F
0.42%
$4,231,480
78,187 shares
30 Sep 2025
D. E. Shaw & Co., Inc.
13F
Company
13F
0.41%
$4,152,195
76,722 shares
30 Sep 2025
PUBLIC SECTOR PENSION INVESTMENT BOARD
13F
Company
13F
0.38%
$3,805,827
70,322 shares
30 Sep 2025
RHUMBLINE ADVISERS
13F
Company
13F
0.29%
$2,935,181
54,235 shares
30 Sep 2025
NORTHSTAR ASSET MANAGEMENT INC
13F
Company
13F
0.28%
$2,803,145
51,795 shares
30 Sep 2025
AQR CAPITAL MANAGEMENT LLC
13F
Company
13F
0.26%
$2,597,571
47,997 shares
30 Sep 2025
AMERICAN CENTURY COMPANIES INC
13F
Company
13F
0.26%
$2,589,317
47,844 shares
30 Sep 2025
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
13F
0.25%
$2,489,303
45,996 shares
30 Sep 2025
AMERIPRISE FINANCIAL INC
13F
Company
13F
0.23%
$2,335,908
43,162 shares
30 Sep 2025
EXCHANGE TRADED CONCEPTS, LLC
13F
Company
13F
0.22%
$2,178,330
40,250 shares
30 Sep 2025
NFJ INVESTMENT GROUP, LLC
13F
Company
13F
0.22%
$2,172,973
40,151 shares
30 Sep 2025
Nuveen, LLC
13F
Company
13F
0.21%
$2,149,213
39,712 shares
30 Sep 2025
Penn Capital Management Company, LLC
13F
Company
13F
0.21%
$2,148,835
39,705 shares
30 Sep 2025
Zurcher Kantonalbank (Zurich Cantonalbank)
13F
Company
13F
0.2%
$1,989,181
36,755 shares
30 Sep 2025
JPMORGAN CHASE & CO
13F
Company
13F
0.19%
$1,911,086
35,312 shares
30 Sep 2025
Swiss National Bank
13F
Company
13F
0.19%
$1,875,907
34,662 shares
30 Sep 2025
CANADA LIFE ASSURANCE Co
13F
Company
13F
0.18%
$1,800,000
33,762 shares
30 Sep 2025
Baird Financial Group, Inc.
13F
Company
13F
0.16%
$1,591,074
29,399 shares
30 Sep 2025
ROYAL BANK OF CANADA
13F
Company
13F
0.15%
$1,550,000
28,641 shares
30 Sep 2025
LPL Financial LLC
13F
Company
13F
0.15%
$1,535,946
28,380 shares
30 Sep 2025
TD ASSET MANAGEMENT INC
13F
Company
13F
0.15%
$1,465,894
27,086 shares
30 Sep 2025
OPPENHEIMER & CO INC
13F
Company
13F
0.14%
$1,448,522
26,765 shares
30 Sep 2025
SG Americas Securities, LLC
13F
Company
13F
0.14%
$1,434,000
26,500 shares
30 Sep 2025
TWO SIGMA INVESTMENTS, LP
13F
Company
13F
0.14%
$1,385,093
25,593 shares
30 Sep 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
202
Shares
15,151,332
Rows loaded
202
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
210
Q4 2025 holders
202
Holder diff
-8
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 value Q4 2025 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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