MSEXMiddlesex Water Company

$58.51

Who owns MSEX

217 institutions reported holding MSEX for 2026Q1, together 81% of the company, more than the 200 a quarter earlier.

217

Institutions reporting a position · as of 2026Q1 · up from 200 the quarter before

Shares held by institutions
15.0M

Shares held by institutions · 81% of the company · long US equity positions only, as reported on Form 13F

Reported value
$781M

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
48%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
52
New positions
30
Positions exited
18
Added to
71
Reduced
61
Top 10 holdersof the company
60%
Institutional ownership by quarter, 2013Q2 to 2026Q1
QuarterFilersSharesReported value
2026Q121715.0M$781M
2025Q420015.0M$755M
2025Q321014.3M$774M
2025Q221313.5M$732M
2025Q121313.8M$886M
2024Q420913.5M$712M
2024Q319813.8M$900M
2024Q219513.0M$677M
2024Q119012.9M$674M
2023Q419013.0M$853M
2023Q318512.5M$827M
2023Q218312.5M$1.01B
2023Q119911.8M$921M
2022Q419912.4M$975M
2022Q319711.9M$914M
2022Q220411.7M$1.02B
Largest reported holders, 2026Q1
HolderShares% of companyValue
BlackRock Inc.3.0M16%$157M
T. Rowe Price Investment Management, Inc.1.7M9.4%$91M
Neuberger Berman Group LLC1.5M8.3%$81M
VANGUARD GROUP INC1.5M7.8%$76M
MORGAN STANLEY1.1M6.0%$58M
STATE STREET CORP0.7M4.0%$39M
GEODE CAPITAL MANAGEMENT LLC0.5M2.5%$24M
Legal & General Group Plc0.4M2.2%$21M
DIMENSIONAL FUND ADVISORS LP0.3M1.9%$18M
Invesco Ltd.0.3M1.6%$15M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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