Who owns Middlesex Water (MSEX)
Which tracked institutional funds hold MSEX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MSEX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
48 tracked funds added or opened MSEX while 21 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MSEX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MSEX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 205 tracked filers holding MSEX, 111 increased or opened the position and 93 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MSEX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- TSP Capital Management Group, LLC$12M
- Jupiter Topco LLC$7M
- DEAN INVESTMENT ASSOCIATES, LLC$3M
- Dean Capital Management$2M
- Legato Capital Management LLC$1M
- AMERICAN CENTURY COMPANIES INC$883K
Full exits 11
- T. Rowe Price Investment Management, Inc.$91M
- HRT FINANCIAL LP$4M
- MILLENNIUM MANAGEMENT LLC$2M
- NFJ INVESTMENT GROUP, LLC$2M
- SG Americas Securities, LLC$1M
- HighTower Advisors, LLC$1M
Largest adds
- BlackRock, Inc.$19M
- NEUBERGER BERMAN GROUP LLC$9M
- STATE STREET CORP$6M
- TWO SIGMA INVESTMENTS, LP$6M
- MORGAN STANLEY$4M
- AQR CAPITAL MANAGEMENT LLC$4M
Largest trims
- JANE STREET GROUP, LLC$4M
- GOLDMAN SACHS GROUP INC$2M
- RENAISSANCE TECHNOLOGIES LLC$1M
- BANK OF AMERICA CORP /DE/$1M
- MIROVA$1M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$548K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 3,134,461 | $176M | 22.9% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,604,067 | $90M | 11.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,101,704 | $62M | 8.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 802,323 | $45M | 5.9% | 2026-Q2 |
| STATE STREET CORP added | 798,240 | $45M | 5.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 513,809 | $29M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 500,555 | $28M | 3.7% | 2026-Q2 |
| Legal & General Group Plc added | 437,504 | $25M | 3.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 348,430 | $20M | 2.6% | 2026-Q2 |
| Invesco Ltd. added | 280,212 | $16M | 2.1% | 2026-Q2 |
| Ledgewood Wealth Advisors, LLC | 254,016 | $14M | 1.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 222,747 | $13M | 1.6% | 2026-Q2 |
| TSP Capital Management Group, LLC added | 211,037 | $12M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 193,653 | $11M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 179,021 | $10M | 1.3% | 2026-Q2 |
| Zimmer Partners, LP | 176,903 | $10M | 1.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 163,002 | $9M | 1.2% | 2026-Q2 |
| MIROVA trimmed | 159,067 | $9M | 1.2% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 141,624 | $8M | 1.0% | 2026-Q2 |
| ProShare Advisors LLC added | 131,066 | $7M | 1.0% | 2026-Q2 |
| Jupiter Topco LLC new | 129,345 | $7M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 123,103 | $7M | 0.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 110,813 | $6M | 0.8% | 2026-Q2 |
| CRAMER ROSENTHAL MCGLYNN LLC added | 108,192 | $6M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 107,530 | $6M | 0.8% | 2026-Q2 |
| NUANCE INVESTMENTS, LLC added | 85,830 | $5M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 84,708 | $5M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 83,621 | $5M | 0.6% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 63,956 | $4M | 0.5% | 2026-Q2 |
| DEAN INVESTMENT ASSOCIATES, LLC new | 59,951 | $3M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 57,101 | $3M | 0.4% | 2026-Q2 |
| Penn Capital Management Company, LLC added | 54,308 | $3M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 51,146 | $3M | 0.4% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 44,402 | $2M | 0.3% | 2026-Q2 |
| Dean Capital Management new | 43,543 | $2M | 0.3% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 42,912 | $2M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 41,679 | $2M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 40,437 | $2M | 0.3% | 2026-Q2 |
| UBS Group AG added | 39,513 | $2M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 37,436 | $2M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 37,262 | $2M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 36,963 | $2M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 36,195 | $2M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 29,878 | $2M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 29,716 | $2M | 0.2% | 2026-Q2 |
| TD Asset Management Inc | 29,036 | $2M | 0.2% | 2026-Q2 |
| NORTHSTAR ASSET MANAGEMENT INC trimmed | 27,967 | $2M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 27,692 | $2M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 25,933 | $1M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 25,540 | $1M | 0.2% | 2026-Q2 |
| Legato Capital Management LLC new | 22,705 | $1M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 22,605 | $1M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 21,751 | $1M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 21,681 | $1M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 21,212 | $1M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 20,876 | $1M | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC added | 19,350 | $1M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 19,278 | $1M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 18,884 | $1M | 0.1% | 2026-Q2 |
| Odyssean, LLC added | 17,227 | $967K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 16,274 | $914K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 16,178 | $909K | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 15,716 | $883K | 0.1% | 2026-Q2 |
| Magellan Asset Management Ltd | 15,503 | $871K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 15,266 | $857K | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 14,715 | $826K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 13,945 | $783K | 0.1% | 2026-Q2 |
| CenterBook Partners LP trimmed | 13,639 | $766K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 13,169 | $740K | 0.1% | 2026-Q2 |
| Inspire Investing, LLC added | 11,993 | $674K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 11,958 | $672K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 11,734 | $659K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 11,244 | $631K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP new | 11,202 | $629K | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 10,927 | $614K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 10,856 | $610K | 0.1% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 10,580 | $594K | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 10,515 | $591K | 0.1% | 2026-Q2 |
| Atom Investors LP added | 9,756 | $548K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 9,344 | $525K | 0.1% | 2026-Q2 |
| Daiwa Securities Group Inc. added | 9,207 | $517K | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 9,160 | $514K | 0.1% | 2026-Q2 |
| Parcion Private Wealth LLC added | 8,456 | $475K | 0.1% | 2026-Q2 |
| Louisiana State Employees Retirement System | 8,100 | $422K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 7,777 | $437K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 7,448 | $418K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 7,197 | $404K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 6,969 | $391K | 0.1% | 2026-Q2 |
| Cullen Capital Management, LLC added | 6,943 | $390K | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 6,878 | $386K | 0.1% | 2026-Q2 |
| BLACKHILL CAPITAL INC | 6,666 | $374K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 6,123 | $344K | 0.0% | 2026-Q2 |
| GUYASUTA INVESTMENT ADVISORS INC | 6,000 | $337K | 0.0% | 2026-Q2 |
| FMR LLC | 5,782 | $325K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 5,763 | $324K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 5,702 | $320K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 5,667 | $318K | 0.0% | 2026-Q2 |
| Atria Investments, Inc added | 5,595 | $314K | 0.0% | 2026-Q2 |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 5,579 | $313K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 5,509 | $309K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.