Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MSEX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.0M | $157.0M | -12.7% | 16.234% | 0.00% |
| 2 | Neuberger Berman Group LLC | 1.5M | $80.7M | +1.7% | 8.341% | 0.06% |
| 3 | MORGAN STANLEY | 1.1M | $57.7M | +3.9% | 5.961% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 828K | $43.1M | — | 4.456% | 0.00% |
| 5 | STATE STREET CORP | 744K | $38.7M | +1.9% | 4.004% | 0.00% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 488K | $25.4M | — | 2.627% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 470K | $24.5M | +1.2% | 2.529% | 0.00% |
| 8 | Legal & General Group Plc | 406K | $21.1M | +4.5% | 2.184% | 0.00% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 346K | $18.0M | +0.9% | 1.861% | 0.00% |
| 10 | Invesco Ltd. | 291K | $15.1M | -5.5% | 1.564% | 0.00% |
| 11 | Ledgewood Wealth Advisors, LLC | 254K | $13.2M | 0.0% | 1.367% | 7.44% |
| 12 | TSP Capital Management Group, LLC | 210K | $10.9M | +11.8% | 1.132% | 2.67% |
| 13 | NORTHERN TRUST CORP | 198K | $10.3M | -0.1% | 1.066% | 0.00% |
| 14 | MIROVA | 196K | $10.2M | — | 1.055% | 0.41% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 192K | $10.0M | -9.0% | 1.033% | 0.00% |
| 16 | Bank of New York Mellon Corp | 178K | $9.2M | -1.8% | 0.956% | 0.00% |
| 17 | Zimmer Partners, LP | 177K | $9.2M | -3.7% | 0.952% | 0.22% |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 147K | $7.7M | +13.8% | 0.791% | 0.01% |
| 19 | FIRST MANHATTAN CO | 144K | $7.5M | -2.3% | 0.774% | 0.02% |
| 20 | GOLDMAN SACHS GROUP INC | 130K | $6.8M | -18.4% | 0.699% | 0.00% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 119K | $6.2M | — | 0.640% | 0.00% |
| 22 | ProShare Advisors LLC | 119K | $6.2M | -0.1% | 0.639% | 0.01% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 105K | $5.5M | -29.3% | 0.567% | 0.00% |
| 24 | CRAMER ROSENTHAL MCGLYNN LLC | 94K | $4.9M | -10.9% | 0.504% | 0.36% |
| 25 | BANK OF AMERICA CORP /DE/ | 69K | $3.6M | +11.3% | 0.373% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MSEX — a direct measure of their conviction.
Filings activity in MSEX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 216 | +8.0% | 69.71% | +1.39 pp | $686M | +2.0% |
| Q4 2025 | 200 | 4.8% | 68.32% | 0.62 pp | $672M | 0.9% |
| Q3 2025 | 210 | 1.9% | 68.94% | +3.43 pp | $678M | +5.2% |
| Q2 2025 | 214 | 0.5% | 65.51% | 13.62 pp | $644M | 17% |
| Q1 2025 | 215 | +2.9% | 79.13% | +17.38 pp | $779M | +28% |
| Q4 2024 | 209 | +7.2% | 61.75% | 16.24 pp | $607M | 21% |
| Q3 2024 | 195 | +0.0% | 77.99% | +19.21 pp | $767M | +33% |
| Q2 2024 | 195 | — | 58.78% | — | $578M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MSEX stock.
Based on Q1 2026 13F filings, institutional ownership of Middlesex Water Company stands at 69.7%, held across 216 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MSEX, with approximately 3,016,602 shares worth $0.16B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MSEX, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for MSEX is 63 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
37 institutions opened new positions in MSEX during Q1 2026, while 21 fully exited. 126 added to existing positions and 52 trimmed.
MSEX institutional ownership rose by 1.39 percentage points quarter-over-quarter, with a net change of +16 holders.
The top 10 institutions account for 70.2% of all reported 13F value in MSEX, and the top 25 account for 87.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Middlesex Water Company (MSEX) Institutional Ownership