Who Owns MSEX?

Middlesex Water Company — Institutional Ownership & 13F Holdings

UtilitiesNASDAQ

$53.40

+0.22 (+0.41%)

Market Cap

$1.0B

Shares Outstanding

18,581,500

Institutional Holders

215

Total Inst. Value

$867.7M

% of Float Held

76.4%

QoQ Holder Change

+64

Institutional data as of Q1 2025

New Positions

49

Closed Positions

30

Increased

54

Decreased

71

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1BlackRock, Inc.$209.2M3,263,867
2T. Rowe Price Investment Management, Inc.$95.0M1,481,298
3VANGUARD GROUP INC$90.5M1,412,377
4STATE STREET CORP$51.4M802,209
5FIRST TRUST ADVISORS LP$45.4M708,611
6MORGAN STANLEY$32.4M506,133
7GEODE CAPITAL MANAGEMENT, LLC$28.5M444,127
8DIMENSIONAL FUND ADVISORS LP$24.4M380,030
9NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$19.6M305
10Invesco Ltd.$19.5M303,463

Biggest Buyers & Sellers This Quarter

Top Sellers

FundShares RemovedValue
BlackRock, Inc.-212K$209.2M
DIMENSIONAL FUND ADVISORS LP-50K$24.4M
MORGAN STANLEY-38K$32.4M
JPMORGAN CHASE & CO-37K$3.6M
STATE STREET CORP-29K$51.4M

Famous Fund Managers

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Frequently Asked Questions

How many institutional investors hold MSEX?

As of Q1 2025, 215 institutional investors report holding MSEX (Middlesex Water Company) in their 13F filings.

What percentage of Middlesex Water Company is owned by institutions?

Institutional investors hold approximately 76.4% of Middlesex Water Company's float as reported in SEC 13F filings.

Which hedge fund owns the most MSEX?

The largest institutional holder of MSEX is BlackRock, Inc. with $209.2M in shares.

Are institutions buying or selling MSEX?

This quarter, 49 institutions opened new positions in MSEX and 30 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.