Who Owns Middlesex Water Company (MSEX)?Hedge Fund & Institutional Holders

$52.09+0.15 (+0.30%)UtilitiesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

8.351239332548267e+251%

QoQ Change in Holders

+12 / -1

Price History

$48.59$53.87$59.15$64.42$69.70Aug 24Jun 25Mar 26

MSEX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Neuberger Berman Group LLCIncreased+512K+$21.3B
Ledgewood Wealth Advisors, LLCNew Position+254K+$12.8B
TSP Capital Management Group, LLCNew Position+188K+$9.5B
PRINCIPAL FINANCIAL GROUP INCNew Position+149K+$7.5B
NORTHSTAR ASSET MANAGEMENT INCNew Position+47K+$2.4B
Aventail Capital Group, LPNew Position+46K+$2.3B
OPPENHEIMER & CO INCNew Position+27K+$1.4B
Zimmer Partners, LPIncreased+29K+$894.4M
IQ EQ FUND MANAGEMENT (IRELAND) LtdNew Position+16K+$792.0M
Abacus Wealth Partners, LLCNew Position+12K+$609.0M
Louisiana State Employees Retirement SystemNew Position+8K+$423.0M
Penn Capital Management Company, LLCIncreased+11K+$420.2M
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+7K+$350.0M
GUYASUTA INVESTMENT ADVISORS INCNew Position+6K+$302.0M
Farmers & Merchants Trust Co of Long BeachNew Position+6K+$281.0M

MSEX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ProShare Advisors LLCDecreased-509-$6.5B
GOLDMAN SACHS GROUP INCDecreased-86K-$6.3B
RENAISSANCE TECHNOLOGIES LLCDecreased-86K-$5.6B
JANE STREET GROUP, LLCClosed Position-78K-$4.2B
D. E. Shaw & Co., Inc.Decreased-56K-$3.2B
NORTHERN TRUST CORPDecreased-4K-$2.9B
DIMENSIONAL FUND ADVISORS LPDecreased-4K-$2.8B
JPMORGAN CHASE & CODecreased-7K-$1.9B
Zurcher Kantonalbank (Zurich Cantonalbank)Decreased-33K-$1.8B
AQR CAPITAL MANAGEMENT LLCDecreased-25K-$1.6B
AMERICAN CENTURY COMPANIES INCDecreased-8K-$1.6B
ROYAL BANK OF CANADADecreased-25K-$1.6B
LPL Financial LLCDecreased-2K-$1.5B
UBS Group AGDecreased-22K-$1.4B
TWO SIGMA INVESTMENTS, LPDecreased-21K-$1.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Neuberger Berman Group LLC1,523,562$76.0B0.06%Share
2Legal & General Group Plc356,228$17.0B0.00%Share
3DIMENSIONAL FUND ADVISORS LP322,904$16.0B0.00%Share
4Invesco Ltd.290,242$14.6B0.00%Share
5Ledgewood Wealth Advisors, LLC254,016$12.8B7.38%Share
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC210,787$10.0B0.00%Share
7TSP Capital Management Group, LLC188,078$9.5B2.32%Share
8Zimmer Partners, LP183,657$9.3B0.24%Share
9NORTHERN TRUST CORP166,250$8.0B0.00%Share
10PRINCIPAL FINANCIAL GROUP INC148,308$7.5B0.00%Share
11FIRST MANHATTAN CO. LLC.147,228$7.0B0.02%Share
12RENAISSANCE TECHNOLOGIES LLC129,213$6.0B0.01%Share
13GOLDMAN SACHS GROUP INC125,199$6.0B0.00%Share
14CRAMER ROSENTHAL MCGLYNN LLC105,066$5.3B0.34%Share
15PUBLIC SECTOR PENSION INVESTMENT BOARD63,472$3.0B0.01%Share
16Penn Capital Management Company, LLC50,956$2.6B0.20%Share
17NORTHSTAR ASSET MANAGEMENT INC47,128$2.4B0.61%Share
18UBS Group AG46,259$2.3B0.00%Share
19Aventail Capital Group, LP45,509$2.3B0.13%Share
20RHUMBLINE ADVISERS51,183$2.0B0.00%Share
21EXCHANGE TRADED CONCEPTS, LLC38,165$1.9B0.01%Share
22OPPENHEIMER & CO INC27,366$1.4B0.02%Share
23Catalyst Funds Management Pty Ltd21,488$1.1B0.25%Share
24BANK OF AMERICA CORP /DE/23,138$1.0B0.00%Share
25GOLDMAN SACHS GROUP INC33,852$1.0B0.00%Share
26Legal & General Group Plc29,067$1.0B0.00%Share
27BARCLAYS PLC28,532$1.0B0.00%Share
28CenterBook Partners LP24,165$1.0B0.05%Share
29D. E. Shaw & Co., Inc.20,259$1.0B0.00%Share
30Nuveen, LLC36,514$1.0B0.00%Share
31AMERICAN CENTURY COMPANIES INC39,483$1.0B0.00%Share
32WELLS FARGO & COMPANY/MN20,498$1.0B0.00%Share
33ALLIANCEBERNSTEIN L.P.20,133$1.0B0.00%Share
34NFJ INVESTMENT GROUP, LLC34,790$1.0B0.04%Share
35AQR CAPITAL MANAGEMENT LLC22,276$1.0B0.00%Share
36Baird Financial Group, Inc.26,901$1.0B0.00%Share
37AMERIPRISE FINANCIAL INC35,507$1.0B0.00%Share
38BANK OF AMERICA CORP /DE/35,850$1.0B0.00%Share
39TD ASSET MANAGEMENT INC28,784$1.0B0.00%Share
40Swiss National Bank35,462$1.0B0.00%Share
41IQ EQ FUND MANAGEMENT (IRELAND) Ltd15,722$792.0M0.05%Share
42Abacus Wealth Partners, LLC12,084$609.0M0.06%Share
43Main Street Financial Solutions, LLC10,568$532.0M0.04%Share
44Invesco Ltd.9,549$481.0M0.00%Share
45Louisiana State Employees Retirement System8,400$423.0M0.01%Share
46UBS Group AG8,354$421.0M0.00%Share
47Parcion Private Wealth LLC8,197$413.0M0.03%Share
48Invesco Ltd.7,497$377.0M0.00%Share
49Universal- Beteiligungs- und Servicegesellschaft mbH6,907$350.0M0.00%Share
50BLACKHILL CAPITAL INC6,666$336.0M0.02%Share

MSEX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025200$249.6B+53
Q3 2025147$265.6B-44
Q2 2025191$207.2B-25
Q1 2025216$672.8B+20
Q4 2024196$637.2B+35
Q3 2024161$32.8T-1
Q2 2024162$29.1T+10
Q1 2024152$21.8T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold MSEX (Middlesex Water Company). The largest holder is Neuberger Berman Group LLC with $76.0B in shares. This quarter, 12 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own MSEX?

As of Q4 2025, 50 institutional investors report holding MSEX (Middlesex Water Company) in their 13F filings.

Who is the largest institutional holder of MSEX?

The largest institutional holder of MSEX is Neuberger Berman Group LLC with $76.0B in shares.

Is institutional ownership of MSEX increasing or decreasing?

This quarter, 12 institutions opened new positions in MSEX and 1 closed their positions.