- Type / Class
- Equity / Common Stock
- Shares outstanding
- 18,554,981
- Total 13F shares
- 15,132,874
- Share change
- +980,775
- Total reported value
- $763,027,713
- Price per share
- $50.42
- Number of holders
- 200
- Value change
- +$48,359,619
- Number of buys
- 82
- Number of sells
- 107
Quarterly Holders Quick Answers
What is CUSIP 596680108?
CUSIP 596680108 identifies MSEX - MIDDLESEX WATER CO - Common Stock in SEC institutional holdings data.
Need full ownership history?
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- Latest 13F filings for newly reported positions across managers.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 596680108:
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%
|
3,356,169
|
$181,635,841 | — | 30 Sep 2025 | |
| 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 |
7.4%
|
1,373,488
|
$74,333,171 | — | 30 Sep 2025 | |
| Neuberger Berman Group LLC |
13D/G
13F
|
Company |
5.6%
|
1,011,454
|
$54,741,509 | $0 | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.8%
|
702,475
|
$38,017,947 | — | 30 Sep 2025 | |
| 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%
|
503,121
|
$27,228,947 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
459,352
|
$24,863,485 | — | 30 Sep 2025 | |
| Legal & General Group Plc |
13F
|
Company |
2%
|
379,762
|
$20,552,718 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.9%
|
347,172
|
$18,788,216 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.6%
|
290,333
|
$15,712,821 | — | 30 Sep 2025 | |
| Ledgewood Wealth Advisors, LLC |
13F
|
Company |
1.4%
|
254,016
|
$13,747,338 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.3%
|
245,272
|
$13,274,123 | — | 30 Sep 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
1.2%
|
215,013
|
$11,636,504 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.1%
|
204,706
|
$11,078,689 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
202,304
|
$10,948,692 | — | 30 Sep 2025 | |
| Thematics Asset Management |
13F
|
Company |
0.92%
|
171,000
|
$9,254,520 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.9%
|
166,721
|
$9,022,932 | — | 30 Sep 2025 | |
| Zimmer Partners, LP |
13F
|
Company |
0.83%
|
154,557
|
$8,364,625 | — | 30 Sep 2025 | |
| Dennis W. Doll |
3/4/5
|
Director |
—
mixed-class rows
|
95,931
mixed-class rows
|
$8,225,829 | — | 01 Apr 2025 | |
| FIRST MANHATTAN CO. LLC. |
13F
|
Company |
0.79%
|
147,353
|
$7,974,744 | — | 30 Sep 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.68%
|
126,343
|
$6,837,683 | — | 30 Sep 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.64%
|
119,385
|
$6,461,117 | — | 30 Sep 2025 | |
| TSP Capital Management Group, LLC |
13F
|
Company |
0.64%
|
119,224
|
$6,452,415 | — | 30 Sep 2025 | |
| CRAMER ROSENTHAL MCGLYNN LLC |
13F
|
Company |
0.59%
|
109,416
|
$5,921,594 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.44%
|
81,598
|
$4,416,083 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.42%
|
78,536
|
$4,250,369 | — | 30 Sep 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.42%
|
78,187
|
$4,231,480 | — | 30 Sep 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.41%
|
76,722
|
$4,152,195 | — | 30 Sep 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.38%
|
70,322
|
$3,805,827 | — | 30 Sep 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.29%
|
54,235
|
$2,935,181 | — | 30 Sep 2025 | |
| NORTHSTAR ASSET MANAGEMENT INC |
13F
|
Company |
0.28%
|
51,795
|
$2,803,145 | — | 30 Sep 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.26%
|
47,997
|
$2,597,571 | — | 30 Sep 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.26%
|
47,844
|
$2,589,317 | — | 30 Sep 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.25%
|
45,996
|
$2,489,303 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.23%
|
43,162
|
$2,335,908 | — | 30 Sep 2025 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
0.22%
|
40,250
|
$2,178,330 | — | 30 Sep 2025 | |
| NFJ INVESTMENT GROUP, LLC |
13F
|
Company |
0.22%
|
40,151
|
$2,172,973 | — | 30 Sep 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.21%
|
39,712
|
$2,149,213 | — | 30 Sep 2025 | |
| Penn Capital Management Company, LLC |
13F
|
Company |
0.21%
|
39,705
|
$2,148,835 | — | 30 Sep 2025 | |
| Zurcher Kantonalbank (Zurich Cantonalbank) |
13F
|
Company |
0.2%
|
36,755
|
$1,989,181 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.19%
|
35,312
|
$1,911,086 | — | 30 Sep 2025 | |
| Swiss National Bank |
13F
|
Company |
0.19%
|
34,662
|
$1,875,907 | — | 30 Sep 2025 | |
| CANADA LIFE ASSURANCE Co |
13F
|
Company |
0.18%
|
33,762
|
$1,800,000 | — | 30 Sep 2025 | |
| Baird Financial Group, Inc. |
13F
|
Company |
0.16%
|
29,399
|
$1,591,074 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.15%
|
28,641
|
$1,550,000 | — | 30 Sep 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.15%
|
28,380
|
$1,535,946 | — | 30 Sep 2025 | |
| A. Bruce Oconnor |
3/4/5
|
SVP, CFO and Treasurer |
—
mixed-class rows
|
26,753
mixed-class rows
|
$1,514,180 | — | 20 Jun 2024 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
0.15%
|
27,086
|
$1,465,894 | — | 30 Sep 2025 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.14%
|
26,765
|
$1,448,522 | — | 30 Sep 2025 |
Institutional Holders of MIDDLESEX WATER CO - Common Stock (MSEX) as of Q4 2025
As of 31 Dec 2025,
MIDDLESEX WATER CO - Common Stock (MSEX) was held by
200 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,132,874 shares.
The largest 10 holders included
BlackRock, Inc., T. Rowe Price Investment Management, Inc., NEUBERGER BERMAN GROUP LLC, VANGUARD GROUP INC, MORGAN STANLEY, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, Legal & General Group Plc, DIMENSIONAL FUND ADVISORS LP, and Invesco Ltd..
This page lists
200
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
210
Q4 2025 holders
200
Holder diff
-10
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.