MSEX Middlesex Water Company

NASDAQ
$59.47

Middlesex Water Company (MSEX) Institutional Ownership

What the institutions did with MSEX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers reporting
243
filed a 13F this quarter
Managers holding
222
+7 on the quarter
Buyers
118
28 opened new
Sellers
76
21 sold out entirely
Buyer share
60.8%
of managers who traded it
Breadth
+21.7
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Largest holders

Manager Shares % of reported
BlackRock, Inc. 3.1M 20.0%
T. Rowe Price Investment Management, Inc. 1.7M 11.1%
NEUBERGER BERMAN GROUP LLC 1.6M 10.2%
MORGAN STANLEY 1.1M 7.0%
VANGUARD CAPITAL MANAGEMENT LLC 802.3K 5.1%
STATE STREET CORP 798.2K 5.1%
VANGUARD PORTFOLIO MANAGEMENT LLC 513.8K 3.3%
GEODE CAPITAL MANAGEMENT, LLC 500.6K 3.2%
Legal & General Group Plc 437.5K 2.8%
DIMENSIONAL FUND ADVISORS LP 348.4K 2.2%
Invesco Ltd. 280.2K 1.8%
Ledgewood Wealth Advisors, LLC 254.0K 1.6%
NORTHERN TRUST CORP 222.7K 1.4%
TSP Capital Management Group, LLC 211.0K 1.3%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 193.7K 1.2%
Bank of New York Mellon Corp 179.0K 1.1%
Zimmer Partners, LP 176.9K 1.1%
TWO SIGMA INVESTMENTS, LP 163.0K 1.0%
MIROVA 159.1K 1.0%
FIRST MANHATTAN CO. LLC. 141.6K 0.9%
ProShare Advisors LLC 131.1K 0.8%
Jupiter Topco LLC 129.3K 0.8%
VANGUARD FIDUCIARY TRUST CO 123.1K 0.8%
RENAISSANCE TECHNOLOGIES LLC 110.8K 0.7%
CRAMER ROSENTHAL MCGLYNN LLC 108.2K 0.7%

Largest changes

Manager Action Previous Current Change
BlackRock, Inc. Increased 3.0M 3.1M +117.9K
TWO SIGMA INVESTMENTS, LP Increased 65.5K 163.0K +97.5K
JANE STREET GROUP, LLC Reduced 86.7K 4.6K -82.2K
HRT FINANCIAL LP Sold Out 67.5K 0 -67.5K
AQR CAPITAL MANAGEMENT LLC Increased 16.9K 83.6K +66.7K
DEAN INVESTMENT ASSOCIATES, LLC New 0 60.0K +60.0K
STATE STREET CORP Increased 744.1K 798.2K +54.2K
NEUBERGER BERMAN GROUP LLC Increased 1.5M 1.6M +54.2K
GOLDMAN SACHS GROUP INC Reduced 129.8K 84.7K -45.1K
Dean Capital Management New 0 43.5K +43.5K
MILLENNIUM MANAGEMENT LLC Sold Out 40.8K 0 -40.8K
NFJ INVESTMENT GROUP, LLC Sold Out 38.2K 0 -38.2K
MIROVA Reduced 196.0K 159.1K -36.9K
RENAISSANCE TECHNOLOGIES LLC Reduced 147.0K 110.8K -36.2K
Legal & General Group Plc Increased 405.8K 437.5K +31.7K
GEODE CAPITAL MANAGEMENT, LLC Increased 469.9K 500.6K +30.6K
BANK OF AMERICA CORP /DE/ Reduced 69.3K 40.4K -28.9K
NUANCE INVESTMENTS, LLC Increased 57.2K 85.8K +28.6K
VANGUARD PORTFOLIO MANAGEMENT LLC Increased 488.1K 513.8K +25.7K
VANGUARD CAPITAL MANAGEMENT LLC Reduced 828.0K 802.3K -25.6K
NORTHERN TRUST CORP Increased 198.1K 222.7K +24.7K
Legato Capital Management LLC New 0 22.7K +22.7K
Squarepoint Ops LLC Sold Out 21.6K 0 -21.6K
Nuveen, LLC Increased 39.2K 57.1K +17.9K
AMERICAN CENTURY COMPANIES INC New 0 15.7K +15.7K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.