MIDDLESEX WATER CO (MSEX) Top Institutional Shareholders
MIDDLESEX WATER CO (MSEX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $718.89M in MSEX holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of MSEX tracked by InsiderSet, reporting ownership valued at approximately $157.01M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $156.38M, representing an estimated loss of -0.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed MSEX value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Neuberger Berman Group Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in MIDDLESEX WATER CO (MSEX).
This page ranks the largest institutional MSEX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
217
Total Reported Value
$718.89M
Largest Holder
Blackrock, Inc.
Largest Position
$157.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
156
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 3,016,602 | $157,014,108 | $156,380,648 | -$633,460 | -0.40% | |
| Neuberger Berman Group Llc | 0.06% | 1,549,906 | $80,672,607 | $80,347,127 | -$325,480 | -0.40% | |
| Morgan Stanley | 0.00% | 1,107,615 | $57,651,396 | $57,418,762 | -$232,634 | -0.40% | |
| Vanguard Capital Management Llc | 0.00% | 827,953 | $43,094,954 | $42,921,084 | -$173,870 | -0.40% | |
| State Street Corp | 0.00% | 744,062 | $38,728,427 | $38,572,174 | -$156,253 | -0.40% | |
| Storebrand Asset Management As | 0.01% | 376,543 | $30,086,325 | $19,519,989 | -$10,566,336 | -35.12% | |
| Vanguard Portfolio Management Llc | 0.00% | 488,067 | $25,403,887 | $25,301,393 | -$102,494 | -0.40% | |
| Geode Capital Management, Llc | 0.00% | 469,917 | $24,464,844 | $24,360,497 | -$104,347 | -0.43% | |
| Legal & General Group Plc | 0.00% | 405,847 | $21,124,337 | $21,039,108 | -$85,229 | -0.40% | |
| Dimensional Fund Advisors Lp | 0.00% | 345,761 | $17,997,544 | $17,924,250 | -$73,294 | -0.41% | |
| Invesco Ltd. | 0.00% | 290,631 | $15,127,344 | $15,066,311 | -$61,033 | -0.40% | |
| Ledgewood Wealth Advisors, Llc | 7.44% | 254,016 | $13,221,525 | $13,168,189 | -$53,336 | -0.40% | |
| Tsp Capital Management Group, Llc | 2.67% | 210,332 | $10,947,807 | $10,903,611 | -$44,196 | -0.40% | |
| Northern Trust Corp | 0.00% | 198,096 | $10,310,897 | $10,269,297 | -$41,600 | -0.40% | |
| Mirova | 0.41% | 196,000 | $10,201,800 | $10,160,640 | -$41,160 | -0.40% | |
| Charles Schwab Investment Management Inc | 0.00% | 191,885 | $9,987,614 | $9,947,318 | -$40,296 | -0.40% | |
| Bank Of New York Mellon Corp | 0.00% | 177,618 | $9,244,998 | $9,207,717 | -$37,281 | -0.40% | |
| Zimmer Partners, Lp | 0.23% | 176,903 | $9,207,801 | $9,170,652 | -$37,149 | -0.40% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 147,013 | $7,652,027 | $7,621,154 | -$30,873 | -0.40% |
| First Manhattan Co. Llc. | 0.02% | 143,889 | $7,489,422 | $7,459,206 | -$30,216 | -0.40% | |
| Goldman Sachs Group Inc | 0.00% | 129,825 | $6,757,393 | $6,730,128 | -$27,265 | -0.40% | |
| Vanguard Fiduciary Trust Co | 0.00% | 118,968 | $6,192,284 | $6,167,301 | -$24,983 | -0.40% | |
| Proshare Advisors Llc | 0.01% | 118,700 | $6,178,335 | $6,153,408 | -$24,927 | -0.40% | |
| Principal Financial Group Inc | 0.00% | 105,387 | $5,485,395 | $5,463,262 | -$22,133 | -0.40% | |
| Cramer Rosenthal Mcglynn Llc | 0.36% | 93,657 | $4,874,847 | $4,855,179 | -$19,668 | -0.40% | |
| Jane Street Group, Llc | 0.00% | 86,742 | $4,514,921 | $4,496,705 | -$18,216 | -0.40% | |
| Bank Of America Corp | 0.00% | 69,321 | $3,608,158 | $3,593,601 | -$14,557 | -0.40% | |
| Public Sector Pension Investment Board | 0.01% | 65,647 | $3,416,926 | $3,403,140 | -$13,786 | -0.40% | |
| Two Sigma Investments, Lp | 0.00% | 65,517 | $3,410,160 | $3,396,401 | -$13,759 | -0.40% | |
| Nuance Investments, Llc | 0.42% | 57,187 | $2,976,568 | $2,964,574 | -$11,994 | -0.40% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 53,983 | $2,809,815 | $2,798,479 | -$11,336 | -0.40% | |
| Penn Capital Management Company, Llc | 0.22% | 53,595 | $2,789,620 | $2,778,365 | -$11,255 | -0.40% | |
| Rhumbline Advisers | 0.00% | 52,100 | $2,711,786 | $2,700,864 | -$10,922 | -0.40% | |
| Exchange Traded Concepts, Llc | 0.02% | 42,116 | $2,192,138 | $2,183,293 | -$8,845 | -0.40% | |
| Millennium Management Llc | 0.00% | 40,767 | $2,121,922 | $2,113,361 | -$8,561 | -0.40% | |
| Nuveen, Llc | 0.00% | 39,160 | $2,038,278 | $2,030,054 | -$8,224 | -0.40% | |
| Ameriprise Financial Inc | 0.00% | 38,443 | $2,000,941 | $1,992,885 | -$8,056 | -0.40% | |
| Northstar Asset Management Inc | 0.61% | 38,237 | $1,990,235 | $1,982,206 | -$8,029 | -0.40% | |
| Nfj Investment Group, Llc | 0.08% | 38,178 | $1,987,165 | $1,979,148 | -$8,017 | -0.40% | |
| Quantinno Capital Management Lp | 0.00% | 37,365 | $1,944,875 | $1,937,002 | -$7,873 | -0.40% | |
| Swiss National Bank | 0.00% | 36,262 | $1,887,437 | $1,879,822 | -$7,615 | -0.40% | |
| Ubs Group Ag | 0.00% | 35,760 | $1,861,308 | $1,853,798 | -$7,510 | -0.40% | |
| Citadel Advisors Llc | 0.00% | 32,715 | $1,702,816 | $1,695,946 | -$6,870 | -0.40% | |
| Baird Financial Group, Inc. | 0.00% | 31,395 | $1,634,110 | $1,627,517 | -$6,593 | -0.40% | |
| Td Asset Management Inc | 0.00% | 29,036 | $1,511,324 | $1,505,226 | -$6,098 | -0.40% | |
| Oppenheimer & Co Inc | 0.02% | 27,802 | $1,447,094 | $1,441,256 | -$5,838 | -0.40% | |
| D. E. Shaw & Co., Inc. | 0.00% | 26,403 | $1,374,276 | $1,368,732 | -$5,544 | -0.40% | |
| Lpl Financial Llc | 0.00% | 24,776 | $1,289,586 | $1,284,388 | -$5,198 | -0.40% | |
| Hightower Advisors, Llc | 0.00% | 24,383 | $1,269,195 | $1,264,015 | -$5,180 | -0.41% | |
| Centerbook Partners Lp | 0.06% | 22,205 | $1,155,770 | $1,151,107 | -$4,663 | -0.40% |
Frequently asked questions about MSEX
Who owns the most MSEX stock?
The largest holders of MSEX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for MIDDLESEX WATER CO (MSEX).
Is MSEX widely held by superinvestors?
Many widely followed stocks like MSEX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MSEX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.