MIDDLESEX WATER CO (MSEX) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $872.29M 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 $176.03M in its June 30, 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 $167.60M, representing an estimated loss of -4.79% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed MSEX value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., T. Rowe Price Investment Management, Inc., Neuberger Berman Group Llc, 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
219
Total Reported Value
$872.29M
Largest Holder
Blackrock, Inc.
Largest Position
$176.03M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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% | 3,134,461 | $176,031,301 | $167,599,630 | -$8,431,671 | -4.79% | |
| T. Rowe Price Investment Management, Inc. | 0.06% | 1,746,560 | $98,087,000 | $93,388,563 | -$4,698,437 | -4.79% | |
| Neuberger Berman Group Llc | 0.06% | 1,604,067 | $90,084,403 | $85,769,462 | -$4,314,941 | -4.79% | |
| Morgan Stanley | 0.00% | 1,101,704 | $61,871,750 | $58,908,113 | -$2,963,637 | -4.79% | |
| Vanguard Capital Management Llc | 0.00% | 802,323 | $45,058,460 | $42,900,211 | -$2,158,249 | -4.79% | |
| State Street Corp | 0.00% | 798,240 | $44,829,158 | $42,681,893 | -$2,147,265 | -4.79% | |
| Vanguard Portfolio Management Llc | 0.00% | 513,809 | $28,855,513 | $27,473,367 | -$1,382,146 | -4.79% | |
| Geode Capital Management, Llc | 0.00% | 500,555 | $28,117,777 | $26,764,676 | -$1,353,101 | -4.81% | |
| Legal & General Group Plc | 0.01% | 437,504 | $24,570,225 | $23,393,339 | -$1,176,886 | -4.79% | |
| Dimensional Fund Advisors Lp | 0.00% | 348,430 | $19,567,732 | $18,630,552 | -$937,180 | -4.79% | |
| Invesco Ltd. | 0.00% | 280,212 | $15,736,706 | $14,982,936 | -$753,770 | -4.79% | |
| Ledgewood Wealth Advisors, Llc | 7.57% | 254,016 | $14,265,530 | $13,582,236 | -$683,294 | -4.79% | |
| Northern Trust Corp | 0.00% | 222,747 | $12,509,472 | $11,910,282 | -$599,190 | -4.79% | |
| Tsp Capital Management Group, Llc | 2.84% | 211,037 | $11,851,813 | $11,284,148 | -$567,665 | -4.79% | |
| Charles Schwab Investment Management Inc | 0.00% | 193,653 | $10,875,552 | $10,354,626 | -$520,926 | -4.79% | |
| Bank Of New York Mellon Corp | 0.00% | 179,021 | $10,053,838 | $9,572,253 | -$481,585 | -4.79% | |
| Zimmer Partners, Lp | 0.23% | 176,903 | $9,934,872 | $9,459,003 | -$475,869 | -4.79% | |
| Two Sigma Investments, Lp | 0.01% | 163,002 | $9,154,192 | $8,715,717 | -$438,475 | -4.79% | |
| Mirova | 0.33% | 159,067 | $8,933,203 | $8,505,312 | -$427,891 | -4.79% | |
| First Manhattan Co. Llc. | 0.02% | 141,624 | $7,953,604 | $7,572,635 | -$380,969 | -4.79% | |
| Proshare Advisors Llc | 0.01% | 131,066 | $7,360,666 | $7,008,099 | -$352,567 | -4.79% | |
| Vanguard Fiduciary Trust Co | 0.00% | 123,103 | $6,913,464 | $6,582,317 | -$331,147 | -4.79% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 110,813 | $6,223,258 | $5,925,171 | -$298,087 | -4.79% |
| Cramer Rosenthal Mcglynn Llc | 0.31% | 108,192 | $6,076,063 | $5,785,026 | -$291,037 | -4.79% | |
| Principal Financial Group Inc | 0.00% | 107,530 | $6,038,886 | $5,749,629 | -$289,257 | -4.79% | |
| Nuance Investments, Llc | 0.82% | 85,830 | $4,820,229 | $4,589,330 | -$230,899 | -4.79% | |
| Goldman Sachs Group Inc | 0.00% | 84,708 | $4,757,201 | $4,529,337 | -$227,864 | -4.79% | |
| Aqr Capital Management Llc | 0.00% | 83,621 | $4,696,149 | $4,471,215 | -$224,934 | -4.79% | |
| Public Sector Pension Investment Board | 0.01% | 63,956 | $3,591,769 | $3,419,727 | -$172,042 | -4.79% | |
| Dean Investment Associates, Llc | 0.44% | 59,951 | $3,366,848 | $3,205,580 | -$161,268 | -4.79% | |
| Nuveen, Llc | 0.00% | 57,101 | $3,206,745 | $3,053,190 | -$153,555 | -4.79% | |
| Penn Capital Management Company, Llc | 0.19% | 54,308 | $3,049,937 | $2,903,849 | -$146,088 | -4.79% | |
| Quantinno Capital Management Lp | 0.00% | 51,146 | $2,872,402 | $2,734,777 | -$137,625 | -4.79% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 53,983 | $2,809,815 | $2,886,471 | +$76,656 | +2.73% | |
| Rhumbline Advisers | 0.00% | 44,402 | $2,493,601 | $2,374,175 | -$119,426 | -4.79% | |
| Dean Capital Management | 0.89% | 43,543 | $2,445,375 | $2,328,244 | -$117,131 | -4.79% | |
| Exchange Traded Concepts, Llc | 0.01% | 42,912 | $2,409,938 | $2,294,505 | -$115,433 | -4.79% | |
| Bank Of America Corp | 0.00% | 40,437 | $2,270,942 | $2,162,166 | -$108,776 | -4.79% | |
| Ubs Group Ag | 0.00% | 39,513 | $2,219,050 | $2,112,760 | -$106,290 | -4.79% | |
| Price T Rowe Associates Inc | 0.00% | 37,436 | $2,103,000 | $2,001,703 | -$101,297 | -4.82% | |
| Swiss National Bank | 0.00% | 37,262 | $2,092,634 | $1,992,399 | -$100,235 | -4.79% | |
| Ameriprise Financial Inc | 0.00% | 36,963 | $2,075,828 | $1,976,412 | -$99,416 | -4.79% | |
| D. E. Shaw & Co., Inc. | 0.00% | 36,195 | $2,032,711 | $1,935,347 | -$97,364 | -4.79% | |
| Baird Financial Group, Inc. | 0.00% | 29,878 | $1,677,948 | $1,597,577 | -$80,371 | -4.79% | |
| Citadel Advisors Llc | 0.00% | 29,716 | $1,668,850 | $1,588,915 | -$79,935 | -4.79% | |
| Td Asset Management Inc | 0.00% | 29,036 | $1,630,662 | $1,552,555 | -$78,107 | -4.79% | |
| Northstar Asset Management Inc | 0.46% | 27,967 | $1,570,650 | $1,495,395 | -$75,255 | -4.79% | |
| Oppenheimer & Co Inc | 0.02% | 27,692 | $1,555,183 | $1,480,691 | -$74,492 | -4.79% | |
| Jpmorgan Chase & Co | 0.00% | 25,540 | $1,431,006 | $1,365,624 | -$65,382 | -4.57% | |
| Alliancebernstein L.P. | 0.00% | 25,933 | $1,349,813 | $1,386,638 | +$36,825 | +2.73% |
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.