Middlesex Water Company (MSEX) Ownership

83.89 ↑0.90 (1.08%)
As of January 31, 2023, 3:57pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Middlesex Water Company (MSEX), owning a total of 2.6 million shares. Combined, the top 25 institutional holders of MSEX own 57.90% of the company with a total of 10.2 million shares.

In the latest ownership report on December 31st 2022, the top 25 institutional holders increased their combined ownership of MSEX by 3 shares. 1 institutions bought 3 total additional shares and increased their ownership by an average of 0.00%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Middlesex Water Company increased by a net total of 3 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
TSP Capital Management Group/LLC0.668%0.003%117,82432022-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc14.586%-0.198%2,572,739-5,0992022-09-30
State Street Corporation11.261%7.450%1,986,258137,7132022-09-30
Vanguard Group Inc7.932%2.725%1,399,16037,1152022-09-30
Dimensional Fund Advisors, Inc.2.576%-0.061%454,381-2752022-09-30
Amvescap Plc.2.132%10.880%376,11936,9072022-09-30
Geode Capital Management, LLC1.810%2.039%319,2556,3802022-09-30
T. Rowe Price Associates, Inc.1.684%-65.372%296,979-560,6432022-06-30
Morgan Stanley - Brokerage Accounts1.407%-6.506%248,212-17,2732022-09-30
First Manhattan Co. LLC1.264%-1.503%222,865-3,4002022-09-30
First Manhattan Company1.264%-1.503%222,865-3,4002022-09-30
Kbc Group NV1.164%1.133%205,3032,3002022-09-30
Northern Trust Corp1.154%0.916%203,5201,8482022-09-30
Bank of New York Mellon Corp1.102%5.531%194,36910,1872022-09-30
First Trust Advisors L.P.1.081%12.848%190,74221,7162022-09-30
Goldman Sachs Group Inc0.972%84.157%171,51678,3802022-09-30
Renaissance Technologies Corp0.962%-18.265%169,600-37,9002022-09-30
Millennium Management LLC0.790%342.238%139,336107,8292022-09-30
Charles Schwab Investment Management Inc0.724%2.820%127,7313,5032022-09-30
Amundi0.716%215.653%126,23986,2462022-09-30
Legal & General Group PLC0.678%12.380%119,63913,1802022-09-30
TSP Capital Management Group/LLC0.668%0.003%117,82432022-12-31
Principal Financial Group Inc0.620%-0.911%109,284-1,0052022-09-30
ProShare Advisors LLC0.526%-10.203%92,694-10,5322022-09-30
Ameriprise Financial Inc0.438%-1.782%77,331-1,4032022-06-30
Eaton Vance Management0.385%-6.118%67,954-4,4282022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Middlesex Water Company (MSEX), owning a total of 1.3 million shares. Combined, the top 21 mutual fund holders of MSEX own 37.91% of the company with a total of 6.7 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of MSEX by 25 thousand shares. 6 funds bought 24,636 total additional shares and increased their ownership by an average of 1.72%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Middlesex Water Company increased by a net total of 24,636 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SPDR® S&P Dividend ETF5.757%0.240%1,015,3572,4302022-12-31
Vanguard Total Stock Mkt Idx Inv3.083%0.767%543,7874,1382022-12-31
Vanguard Extended Market Index Investor1.389%0.230%244,9635632022-12-31
SPDR® S&P US Dividend Aristocrats ETFDis1.238%6.324%218,41812,9922022-12-31
Vanguard Tax-Managed Small Cap Adm0.949%2.762%167,4344,5002022-12-31
Invesco Water Resources ETF0.758%0.000%133,60702022-12-31
Vanguard Utilities ETF0.646%0.011%113,893132022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF7.366%0.000%1,299,25802022-12-30
SPDR® S&P Dividend ETF5.757%0.240%1,015,3572,4302022-12-31
Pictet-Water I EUR3.586%-0.873%632,572-5,5682022-06-30
Vanguard Total Stock Mkt Idx Inv3.083%0.767%543,7874,1382022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.034%3.215%535,06416,6672022-09-30
iShares Russell 2000 ETF2.140%0.000%377,51802022-12-30
Vanguard Extended Market Index Investor1.389%0.230%244,9635632022-12-31
SPDR® S&P US Dividend Aristocrats ETFDis1.238%6.324%218,41812,9922022-12-31
First Trust Water ETF0.983%0.000%173,39402022-12-29
iShares Global Water ETF USD Dist0.962%0.000%169,61902022-12-30
Vanguard Tax-Managed Small Cap Adm0.949%2.762%167,4344,5002022-12-31
iShares US Infrastructure ETF0.807%0.000%142,37502022-12-30
Fidelity® Small Cap Index0.790%2.105%139,3402,8732022-10-31
Pictet-Global Megatrend Sel I USD0.790%-1.023%139,283-1,4392022-06-30
Invesco S&P Global Water ETF0.760%0.000%133,98202022-12-29
Invesco Water Resources ETF0.758%0.000%133,60702022-12-31
DFA US Small Cap I0.753%0.000%132,72502022-11-30
iShares S&P Small-Cap 600 Growth ETF0.736%0.000%129,86302022-12-30
DFA US Micro Cap I0.726%0.000%128,04502022-11-30
Lyxor MSCI Water ESG Fltrd (DR) ETF Dist0.659%-1.823%116,227-2,1582022-11-30
Vanguard Utilities ETF0.646%0.011%113,893132022-12-31

Discussions

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kairaae

$MSEX When they tell me diversifying is for idiots

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unanimous_gangsta

$MSEX Ahhhhhhh payday tomorrow. Know what I’m doing with some spare

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LongUsername

$MSEX a comeback is always more fun than an all out win!!!!

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