Middlesex Water Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 3.45 M | $174.12 M | 2.90% | 19.06% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 1.70 M | $85.68 M | 4.05% | 9.38% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 1.52 M | $76.82 M | 50.63% | 8.41% |
| VANGUARD GROUP INC | 01/29/2026 | 1.40 M | $70.53 M | 1.85% | 7.72% |
| MORGAN STANLEY | 02/13/2026 | 1.07 M | $53.78 M | 111.99% | 5.89% |
| STATE STREET CORP | 02/13/2026 | 730.07 K | $36.81 M | 3.93% | 4.03% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 464.48 K | $23.42 M | 1.12% | 2.56% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 388.55 K | $19.59 M | 2.31% | 2.14% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 342.72 K | $17.28 M | -1.28% | 1.89% |
| INVESCO LTD. | 02/19/2026 | 307.59 K | $15.51 M | 5.95% | 1.70% |
| LEDGEWOOD WEALTH ADVISORS, LLC | 01/16/2026 | 254.02 K | $12.81 M | 0.00% | 1.40% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 210.79 K | $10.63 M | 2.97% | 1.16% |
| NORTHERN TRUST CORP | 02/17/2026 | 198.35 K | $10.00 M | -1.96% | 1.09% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 01/21/2026 | 188.08 K | $9.48 M | 57.75% | 1.04% |
| ZIMMER PARTNERS, LP | 02/17/2026 | 183.66 K | $9.26 M | 18.83% | 1.01% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 180.81 K | $9.12 M | 8.45% | 1.00% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 159.05 K | $8.02 M | -35.15% | 0.88% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 149.13 K | $7.52 M | 18.04% | 0.82% |
| FIRST MANHATTAN CO. LLC. | 02/17/2026 | 147.23 K | $7.42 M | -0.08% | 0.81% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 129.21 K | $6.51 M | -39.90% | 0.71% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 118.88 K | $5.99 M | -0.43% | 0.66% |
| CRAMER ROSENTHAL MCGLYNN LLC | 02/13/2026 | 105.07 K | $5.30 M | -3.98% | 0.58% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 73.89 K | $3.73 M | 60.65% | 0.41% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 63.47 K | $3.20 M | -9.74% | 0.35% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 62.29 K | $3.14 M | -23.66% | 0.34% |
| UBS GROUP AG | 01/29/2026 | 56.87 K | $2.87 M | -27.59% | 0.31% |
| RHUMBLINE ADVISERS | 02/13/2026 | 51.18 K | $2.58 M | -5.63% | 0.28% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 02/09/2026 | 50.96 K | $2.57 M | 28.34% | 0.28% |
| NORTHSTAR ASSET MANAGEMENT INC | 02/12/2026 | 47.13 K | $2.38 M | -9.01% | 0.26% |
| AVENTAIL CAPITAL GROUP, LP | 02/17/2026 | 45.51 K | $2.29 M | 100.00% | 0.25% |
| EXCHANGE TRADED CONCEPTS, LLC | 01/14/2026 | 40.54 K | $2.04 M | 0.72% | 0.22% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 39.48 K | $1.99 M | -17.48% | 0.22% |
| NUVEEN, LLC | 02/12/2026 | 38.93 K | $1.96 M | -1.96% | 0.21% |
| NFJ INVESTMENT GROUP, LLC | 02/13/2026 | 38.18 K | $1.92 M | -4.91% | 0.21% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 38.06 K | $1.92 M | -11.82% | 0.21% |
| SWISS NATIONAL BANK | 02/12/2026 | 35.46 K | $1.79 M | 2.31% | 0.20% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 29.02 K | $1.46 M | 29.41% | 0.16% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 28.90 K | $1.46 M | -1.69% | 0.16% |
| TD ASSET MANAGEMENT INC | 02/10/2026 | 28.78 K | $1.45 M | 6.27% | 0.16% |
| BARCLAYS PLC | 02/13/2026 | 28.55 K | $1.44 M | 13.26% | 0.16% |
| JPMORGAN CHASE & CO | 02/11/2026 | 28.15 K | $1.42 M | -20.29% | 0.16% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 27.88 K | $1.41 M | 14.92% | 0.15% |
| OPPENHEIMER & CO INC | 02/02/2026 | 27.37 K | $1.38 M | 2.25% | 0.15% |
| LPL FINANCIAL LLC | 02/11/2026 | 26.07 K | $1.31 M | -8.13% | 0.14% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 25.53 K | $1.29 M | 47.41% | 0.14% |
| CENTERBOOK PARTNERS LP | 02/11/2026 | 24.17 K | $1.22 M | 52.57% | 0.13% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 23.12 K | $1.17 M | 0.15% | 0.13% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 22.66 K | $1.14 M | 122.55% | 0.13% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 22.61 K | $1.14 M | -52.90% | 0.12% |
| CATALYST FUNDS MANAGEMENT PTY LTD | 02/09/2026 | 21.49 K | $1.08 M | -6.08% | 0.12% |
Middlesex Water Co. institutional Ownership - FAQ's
During the previous two years, 295 institutional investors and hedge funds held shares of Middlesex Water Co.. The most heavily invested institutionals were:
BlackRock, Inc.: 3.45 M
T. Rowe Price Investment Management, Inc.: 1.7 M
Neuberger Berman Group LLC: 1.52 M
VANGUARD GROUP INC: 1.4 M
MORGAN STANLEY: 1.07 M
STATE STREET CORP: 730,072
83.56% of Middlesex Water Co. stock is owned by institutional investors.
Institutional investors have bought a total of 22.44 M shares in the last 24 months. This purchase volume represents approximately $1.15 B in transactions.