Middlesex Water Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 3.02 M | $157.01 M | -12.65% | 16.65% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 1.74 M | $90.68 M | 2.51% | 9.61% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 1.55 M | $80.67 M | 1.73% | 8.55% |
| MORGAN STANLEY | 05/15/2026 | 1.11 M | $57.65 M | 3.85% | 6.11% |
| 05/15/2026 | 827.95 K | $43.09 M | 100.00% | 4.57% | |
| STATE STREET CORP | 05/15/2026 | 744.06 K | $38.73 M | 1.92% | 4.11% |
| 05/08/2026 | 488.07 K | $25.40 M | 100.00% | 2.69% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 469.92 K | $24.46 M | 1.17% | 2.59% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 405.85 K | $21.12 M | 4.45% | 2.24% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 345.76 K | $18.00 M | 0.89% | 1.91% |
| INVESCO LTD. | 05/12/2026 | 290.63 K | $15.13 M | -5.51% | 1.60% |
| LEDGEWOOD WEALTH ADVISORS, LLC | 04/13/2026 | 254.02 K | $13.22 M | 0.00% | 1.40% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 04/24/2026 | 210.33 K | $10.95 M | 11.83% | 1.16% |
| NORTHERN TRUST CORP | 05/14/2026 | 198.10 K | $10.31 M | -0.13% | 1.09% |
| MIROVA | 05/14/2026 | 196.00 K | $10.20 M | 100.00% | 1.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 191.89 K | $9.99 M | -8.97% | 1.06% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 177.62 K | $9.24 M | -1.76% | 0.98% |
| ZIMMER PARTNERS, LP | 05/15/2026 | 176.90 K | $9.21 M | -3.68% | 0.98% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 147.01 K | $7.65 M | 13.78% | 0.81% |
| FIRST MANHATTAN CO. LLC. | 05/15/2026 | 143.89 K | $7.49 M | -2.27% | 0.79% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 129.83 K | $6.76 M | -18.38% | 0.72% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 118.97 K | $6.19 M | 100.00% | 0.66% |
| PROSHARE ADVISORS LLC | 04/27/2026 | 118.70 K | $6.18 M | -0.15% | 0.66% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 105.39 K | $5.49 M | -29.33% | 0.58% |
| CRAMER ROSENTHAL MCGLYNN LLC | 05/15/2026 | 93.66 K | $4.87 M | -10.86% | 0.52% |
| JANE STREET GROUP, LLC | 05/12/2026 | 86.74 K | $4.51 M | 100.00% | 0.48% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 69.32 K | $3.61 M | 11.29% | 0.38% |
| HRT FINANCIAL LP | 05/14/2026 | 67.55 K | $3.52 M | 100.00% | 0.37% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 65.65 K | $3.42 M | 3.43% | 0.36% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 65.52 K | $3.41 M | 1,497.98% | 0.36% |
| NUANCE INVESTMENTS, LLC | 05/08/2026 | 57.19 K | $2.98 M | 100.00% | 0.32% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 55.49 K | $2.89 M | -24.91% | 0.31% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 05/07/2026 | 53.60 K | $2.79 M | 5.18% | 0.30% |
| RHUMBLINE ADVISERS | 05/12/2026 | 52.10 K | $2.71 M | 1.79% | 0.29% |
| EXCHANGE TRADED CONCEPTS, LLC | 04/15/2026 | 42.12 K | $2.19 M | 3.89% | 0.23% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 40.77 K | $2.12 M | 100.00% | 0.22% |
| NUVEEN, LLC | 04/30/2026 | 39.16 K | $2.04 M | 0.58% | 0.22% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 38.44 K | $2.00 M | 1.00% | 0.21% |
| NORTHSTAR ASSET MANAGEMENT INC | 05/13/2026 | 38.24 K | $1.99 M | -18.87% | 0.21% |
| NFJ INVESTMENT GROUP, LLC | 05/13/2026 | 38.18 K | $1.99 M | 0.00% | 0.21% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 37.37 K | $1.94 M | 28.76% | 0.21% |
| SWISS NATIONAL BANK | 05/07/2026 | 36.26 K | $1.89 M | 2.26% | 0.20% |
| UBS GROUP AG | 05/05/2026 | 35.76 K | $1.86 M | -37.11% | 0.20% |
| CITADEL ADVISORS LLC | 05/15/2026 | 32.72 K | $1.70 M | 135.58% | 0.18% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 31.81 K | $1.66 M | 14.12% | 0.18% |
| JPMORGAN CHASE & CO | 05/13/2026 | 31.42 K | $1.66 M | 11.65% | 0.17% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 31.40 K | $1.63 M | 8.63% | 0.17% |
| TD ASSET MANAGEMENT INC | 05/11/2026 | 29.04 K | $1.51 M | 0.88% | 0.16% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 28.66 K | $1.49 M | 178.78% | 0.16% |
| OPPENHEIMER & CO INC | 04/24/2026 | 27.80 K | $1.45 M | 1.59% | 0.15% |
Middlesex Water Co. institutional Ownership - FAQ's
During the previous two years, 301 institutional investors and hedge funds held shares of Middlesex Water Co.. The most heavily invested institutionals were:
BlackRock, Inc.: 3.02 M
T. Rowe Price Investment Management, Inc.: 1.74 M
Neuberger Berman Group LLC: 1.55 M
MORGAN STANLEY: 1.11 M
STATE STREET CORP: 744,062
GEODE CAPITAL MANAGEMENT, LLC: 469,917
84.05% of Middlesex Water Co. stock is owned by institutional investors.
Institutional investors have bought a total of 22.61 M shares in the last 24 months. This purchase volume represents approximately $1.22 B in transactions.