MIDDLESEX WATER CO - MSEX

Sector: Utilities · Industry: Water Supply

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$696.7M

QoQ value delta ($000)

-$66.39M (-8.7%)

Implied price effect (QoQ)

-6.83%

Total shares

13,819,278

QoQ shares delta

-283,019 (-2.01%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BlackRock, Inc.	174,124	3,453,484	0.0%
T. Rowe Price Investment Management, Inc.	85,684	1,699,403	0.05%
Neuberger Berman Group LLC	76,817	1,523,562	0.06%
VANGUARD GROUP INC	70,530	1,398,851	0.0%
MORGAN STANLEY	53,776	1,066,578	0.0%
STATE STREET CORP	36,810	730,072	0.0%
GEODE CAPITAL MANAGEMENT, LLC	23,424	464,484	0.0%
Legal & General Group Plc	19,590	388,546	0.0%
DIMENSIONAL FUND ADVISORS LP	17,280	342,716	0.0%
Invesco Ltd.	15,508	307,594	0.0%
Ledgewood Wealth Advisors, LLC	12,807	254,016	7.38%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	10,627	210,787	0.0%
NORTHERN TRUST CORP	10,000	198,348	0.0%
TSP Capital Management Group, LLC	9,482	188,078	2.32%
Zimmer Partners, LP	9,259	183,657	0.24%
Bank of New York Mellon Corp	9,116	180,805	0.0%
GOLDMAN SACHS GROUP INC	8,019	159,051	0.0%
PRINCIPAL FINANCIAL GROUP INC	7,519	149,134	0.0%
FIRST MANHATTAN CO. LLC.	7,423	147,228	0.02%
RENAISSANCE TECHNOLOGIES LLC	6,514	129,213	0.01%
ProShare Advisors LLC	5,993	118,876	0.01%
CRAMER ROSENTHAL MCGLYNN LLC	5,297	105,066	0.34%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	3,725	73,892	0.0%
PUBLIC SECTOR PENSION INVESTMENT BOARD	3,200	63,472	0.01%
BANK OF AMERICA CORP /DE/	3,140	62,290	0.0%