Who owns Middlesex Water Company?
Institutional ownership of MSEX from SEC Form 13F filings across 172 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
172
13F holders
$647.5M
value, 2026 filers
61.7%
of shares outstanding (11.6M sh)
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of MSEX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.1M | $176.0M | 0.0% | 16.6% | +3.9% |
| 2 | NEUBERGER BERMAN GROUP LLC | 1.6M | $90.1M | 0.1% | 8.5% | +3.5% |
| 3 | MORGAN STANLEY | 1.1M | $61.9M | 0.0% | 5.8% | -0.5% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 802,323 | $45.1M | 0.0% | 4.3% | -51.5% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 513,809 | $28.9M | 0.0% | 2.7% | +5.3% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 500,555 | $28.1M | 0.0% | 2.7% | +6.5% |
| 7 | Legal & General Group Plc | 437,504 | $24.6M | 0.0% | 2.3% | +7.8% |
| 8 | Invesco Ltd. | 280,212 | $15.7M | 0.0% | 1.5% | -3.6% |
| 9 | NORTHERN TRUST CORP | 222,747 | $12.5M | 0.0% | 1.2% | +12.4% |
| 10 | Sixth Street Partners Management Company, L.P.NEW | 193,653 | $10.9M | 1.9% | 1% | new |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 193,653 | $10.9M | 0.0% | 1% | +0.9% |
| 12 | Bank of New York Mellon Corp | 179,021 | $10.1M | 0.0% | 1% | +0.8% |
| 13 | Zimmer Partners, LP | 176,903 | $9.9M | 0.2% | 0.9% | 0.0% |
| 14 | TWO SIGMA INVESTMENTS, LP | 163,002 | $9.2M | 0.0% | 0.9% | +148.8% |
| 15 | FIRST MANHATTAN CO. LLC. | 141,624 | $8.0M | 0.0% | 0.8% | -1.6% |
| 16 | Jupiter Topco LLCNEW | 129,345 | $7.3M | 0.0% | 0.7% | new |
| 17 | Public Sector Pension Investment Board | 127,912 | $7.2M | 0.0% | 0.7% | +94.8% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 123,103 | $6.9M | 0.0% | 0.7% | +3.5% |
| 19 | CRAMER ROSENTHAL MCGLYNN LLC | 108,192 | $6.1M | 0.3% | 0.6% | +15.5% |
| 20 | PRINCIPAL FINANCIAL GROUP INC | 107,530 | $6.0M | 0.0% | 0.6% | +2.0% |
| 21 | EXCHANGE TRADED CONCEPTS, LLC | 85,824 | $4.8M | 0.0% | 0.5% | +103.8% |
| 22 | GOLDMAN SACHS GROUP INC | 84,708 | $4.8M | 0.0% | 0.4% | -34.8% |
| 23 | Nuveen, LLC | 57,101 | $3.2M | 0.0% | 0.3% | +45.8% |
| 24 | Quantinno Capital Management LP | 51,146 | $2.9M | 0.0% | 0.3% | +36.9% |
| 25 | RHUMBLINE ADVISERS | 44,402 | $2.5M | 0.0% | 0.2% | -14.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.