MIDDLESEX WATER CO MSEX
$57.55
+1.7% 52w: $47.94 – $60.71
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data47.9454.3360.71
Jun 20, 2025 Jul 2, 2026
Institutional holders
219
+17 QoQ
13F value
$781.9M
+1.1% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
calls only
$1.1M calls / — puts
Institutional value by quarter
Number of holders
Who owns MSEX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 3.0M | $157.0M | 0.0% | -12.7% |
| T. Rowe Price Investment Management, Inc. | Long only active | 1.7M | $90.7M | 0.1% | -15.0% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 1.5M | $80.7M | 0.1% | +1.7% |
| MORGAN STANLEY | Bank broker | 1.1M | $57.7M | 0.0% | +3.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 828.0K | $43.1M | 0.0% | — |
| STATE STREET CORP | Index provider | 744.1K | $38.7M | 0.0% | +1.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 488.1K | $25.4M | 0.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 469.9K | $24.5M | 0.0% | +1.2% |
| Legal & General Group Plc | Diversified mechanical | 405.8K | $21.1M | 0.0% | +4.5% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 345.8K | $18.0M | 0.0% | +0.9% |
| Invesco Ltd. | Index provider | 290.6K | $15.1M | 0.0% | -5.5% |
| Ledgewood Wealth Advisors, LLC | Wealth advisor | 254.0K | $13.2M | 7.4% | Held |
| NORTHERN TRUST CORP | Index provider | 198.1K | $10.3M | 0.0% | -0.1% |
| MIROVA ★2 | Fundamental diversified | 196.0K | $10.2M | 0.4% | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 191.9K | $10.0M | 0.0% | -9.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 177.6K | $9.2M | 0.0% | -1.8% |
| Zimmer Partners, LP ★2 | Fundamental diversified | 176.9K | $9.2M | 0.2% | -3.7% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 147.0K | $7.7M | 0.0% | +13.8% |
| FIRST MANHATTAN CO. LLC. | Other | 143.9K | $7.5M | 0.0% | -2.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 129.8K | $6.8M | 0.0% | -18.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 119.0K | $6.2M | 0.0% | — |
| ProShare Advisors LLC | Index provider | 118.7K | $6.2M | 0.0% | -0.1% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 105.4K | $5.5M | 0.0% | -29.3% |
| CRAMER ROSENTHAL MCGLYNN LLC | Other | 93.7K | $4.9M | 0.4% | -10.9% |
| JANE STREET GROUP, LLC | Market maker | 86.7K | $4.5M | 0.0% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 69.3K | $3.6M | 0.0% | +11.3% |
| HRT FINANCIAL LP | Diversified mechanical | 67.5K | $3.5M | 0.0% | New |
| Public Sector Pension Investment Board | Pension sovereign | 65.6K | $3.4M | 0.0% | +3.4% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 65.5K | $3.4M | 0.0% | +1498.0% |
| NUANCE INVESTMENTS, LLC ★3 | Fundamental concentrated | 57.2K | $3.0M | 0.4% | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 55.5K | $2.9M | 0.0% | -24.9% |
| Penn Capital Management Company, LLC | Other | 53.6K | $2.8M | 0.2% | +5.2% |
| RHUMBLINE ADVISERS | Diversified mechanical | 52.1K | $2.7M | 0.0% | +1.8% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 42.1K | $2.2M | 0.0% | +3.9% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 40.8K | $2.1M | 0.0% | New |
| Nuveen, LLC | Diversified mechanical | 39.2K | $2.0M | 0.0% | +0.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 38.4K | $2.0M | 0.0% | +1.0% |
| NORTHSTAR ASSET MANAGEMENT INC ★2 | Fundamental diversified | 38.2K | $2.0M | 0.6% | -18.9% |
| NFJ INVESTMENT GROUP, LLC | Other | 38.2K | $2.0M | 0.1% | Held |
| Quantinno Capital Management LP | Diversified mechanical | 37.4K | $1.9M | 0.0% | +28.8% |
| Swiss National Bank | Index provider | 36.3K | $1.9M | 0.0% | +2.3% |
| UBS Group AG | Bank broker | 35.8K | $1.9M | 0.0% | -37.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 32.7K | $1.7M | 0.0% | +135.6% |
| JPMORGAN CHASE & CO | Bank broker | 31.4K | $1.7M | 0.0% | +11.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 31.8K | $1.7M | 0.0% | +14.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 31.4K | $1.6M | 0.0% | +8.6% |
| TD Asset Management Inc | Diversified mechanical | 29.0K | $1.5M | 0.0% | +0.9% |
| SG Americas Securities, LLC | Diversified mechanical | 28.7K | $1.5M | 0.0% | +178.8% |
| OPPENHEIMER & CO INC | Diversified mechanical | 27.8K | $1.4M | 0.0% | +1.6% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 26.4K | $1.4M | 0.0% | +30.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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