Middlesex Water Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 3.13 M | $176.03 M | 3.91% | 17.03% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 1.75 M | $98.09 M | 0.26% | 9.49% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 1.60 M | $90.08 M | 3.49% | 8.72% |
| MORGAN STANLEY | 08/13/2026 | 1.10 M | $61.87 M | -0.53% | 5.99% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 802.32 K | $45.06 M | -3.10% | 4.36% |
| STATE STREET CORP | 08/07/2026 | 798.24 K | $44.83 M | 7.28% | 4.34% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 513.81 K | $28.86 M | 5.27% | 2.79% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 500.56 K | $28.12 M | 6.52% | 2.72% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 437.50 K | $24.57 M | 7.80% | 2.38% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 348.43 K | $19.57 M | 0.77% | 1.89% |
| INVESCO LTD. | 08/14/2026 | 280.21 K | $15.74 M | -3.59% | 1.52% |
| LEDGEWOOD WEALTH ADVISORS, LLC | 07/08/2026 | 254.02 K | $14.27 M | 0.00% | 1.38% |
| NORTHERN TRUST CORP | 08/13/2026 | 222.75 K | $12.51 M | 12.44% | 1.21% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 07/31/2026 | 211.04 K | $11.85 M | 0.34% | 1.15% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 193.65 K | $10.88 M | 0.92% | 1.05% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 193.65 K | $10.88 M | 100.00% | 1.05% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 179.02 K | $10.05 M | 0.79% | 0.97% |
| ZIMMER PARTNERS, LP | 08/14/2026 | 176.90 K | $9.93 M | 0.00% | 0.96% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 163.00 K | $9.15 M | 148.79% | 0.89% |
| MIROVA | 08/13/2026 | 159.07 K | $8.93 M | -18.84% | 0.86% |
| FIRST MANHATTAN CO. LLC. | 08/14/2026 | 141.62 K | $7.95 M | -1.57% | 0.77% |
| PROSHARE ADVISORS LLC | 08/11/2026 | 131.07 K | $7.36 M | 10.42% | 0.71% |
| JUPITER TOPCO LLC | 08/14/2026 | 129.35 K | $7.26 M | 100.00% | 0.70% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 123.10 K | $6.91 M | 3.48% | 0.67% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 110.81 K | $6.22 M | -24.62% | 0.60% |
| CRAMER ROSENTHAL MCGLYNN LLC | 08/13/2026 | 108.19 K | $6.08 M | 15.52% | 0.59% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 107.53 K | $6.04 M | 2.03% | 0.58% |
| NUANCE INVESTMENTS, LLC | 08/07/2026 | 85.83 K | $4.82 M | 50.09% | 0.47% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 84.71 K | $4.76 M | -34.75% | 0.46% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 83.62 K | $4.70 M | 394.01% | 0.45% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 63.96 K | $3.59 M | -2.58% | 0.35% |
| DEAN INVESTMENT ASSOCIATES, LLC | 08/14/2026 | 59.95 K | $3.37 M | 100.00% | 0.33% |
| NUVEEN, LLC | 08/11/2026 | 57.10 K | $3.21 M | 45.81% | 0.31% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 07/30/2026 | 54.31 K | $3.05 M | 1.33% | 0.30% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 51.15 K | $2.87 M | 36.88% | 0.28% |
| RHUMBLINE ADVISERS | 08/12/2026 | 44.40 K | $2.49 M | -14.78% | 0.24% |
| DEAN CAPITAL MANAGEMENT | 08/14/2026 | 43.54 K | $2.45 M | 100.00% | 0.24% |
| EXCHANGE TRADED CONCEPTS, LLC | 08/11/2026 | 42.91 K | $2.41 M | 1.89% | 0.23% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 41.68 K | $2.34 M | -24.89% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 40.44 K | $2.27 M | -41.67% | 0.22% |
| UBS GROUP AG | 08/13/2026 | 39.51 K | $2.22 M | 10.50% | 0.21% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 37.44 K | $2.10 M | 17.69% | 0.20% |
| SWISS NATIONAL BANK | 08/11/2026 | 37.26 K | $2.09 M | 2.76% | 0.20% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 36.96 K | $2.08 M | -3.85% | 0.20% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 36.20 K | $2.03 M | 37.09% | 0.20% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 29.88 K | $1.68 M | -4.83% | 0.16% |
| CITADEL ADVISORS LLC | 08/14/2026 | 29.72 K | $1.67 M | -9.17% | 0.16% |
| TD ASSET MANAGEMENT INC | 08/04/2026 | 29.04 K | $1.63 M | 0.00% | 0.16% |
| NORTHSTAR ASSET MANAGEMENT INC | 07/28/2026 | 27.97 K | $1.57 M | -26.86% | 0.15% |
| OPPENHEIMER & CO INC | 08/03/2026 | 27.69 K | $1.56 M | -0.40% | 0.15% |
Middlesex Water Co. institutional Ownership - FAQ's
During the previous two years, 327 institutional investors and hedge funds held shares of Middlesex Water Co.. The most heavily invested institutionals were:
BlackRock, Inc.: 3.13 M
T. Rowe Price Investment Management, Inc.: 1.75 M
Neuberger Berman Group LLC: 1.6 M
MORGAN STANLEY: 1.1 M
VANGUARD CAPITAL MANAGEMENT LLC: 802,323
STATE STREET CORP: 798,240
86.26% of Middlesex Water Co. stock is owned by institutional investors.
Institutional investors have bought a total of 24.63 M shares in the last 24 months. This purchase volume represents approximately $1.33 B in transactions.