Middlesex Water Company (MSEX) Ownership
MSEX ownership summary
as of October 18, 2026- Institutions
- 88.7% of shares outstanding
- Insiders
- 2.33% of shares outstanding
- Shares outstanding
- 18.8M
- Float
- 18.3M shares available to trade
- Short interest
- 5.29% 808K shares short
- Days to cover
- 6.49 short interest down 6.3% vs prior month
- Institutions 88.72%
- Insiders 2.33%
- Other investors 8.95%
MSEX top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 16.63% | 3.1M | $171.1M | +117,859 (+3.9%) | June 30, 2026 |
| 2 | T. Rowe Price Investment Management,Inc. | 9.27% | 1.7M | $95.3M | +4,468 (+0.3%) | June 30, 2026 |
| 3 | Neuberger Berman Group LLC | 8.51% | 1.6M | $87.6M | +54,161 (+3.5%) | June 30, 2026 |
| 4 | Morgan Stanley - Brokerage Accounts | 5.85% | 1.1M | $60.1M | −5,911 (−0.5%) | June 30, 2026 |
| 5 | Vanguard Capital Management, LLC | 4.26% | 802K | $43.8M | −25,630 (−3.1%) | June 30, 2026 |
| 6 | State Street Corp | 4.24% | 798K | $43.6M | +54,178 (+7.3%) | June 30, 2026 |
| 7 | Vanguard Portfolio Management, LLC | 2.73% | 514K | $28.0M | +25,742 (+5.3%) | June 30, 2026 |
| 8 | Geode Capital Management, LLC | 2.66% | 501K | $27.3M | +30,638 (+6.5%) | June 30, 2026 |
| 9 | Legal & General Group PLC | 2.32% | 438K | $23.9M | +31,657 (+7.8%) | June 30, 2026 |
| 10 | Dimensional Fund Advisors, Inc. | 1.85% | 348K | $19.0M | +2,669 (+0.8%) | June 30, 2026 |
| 11 | Amvescap Plc. | 1.49% | 280K | $15.3M | −10,419 (−3.6%) | June 30, 2026 |
| 12 | Ledgewood Wealth Advisors, LLC | 1.30% | 245K | $13.4M | −9,027 (−3.6%) | September 30, 2026 |
| 13 | Northern Trust Corp | 1.18% | 223K | $12.2M | +24,651 (+12.4%) | June 30, 2026 |
| 14 | TSP Capital Management Group/LLC | 1.18% | 222K | $12.1M | +10,553 (+5.0%) | September 30, 2026 |
| 15 | Charles Schwab Investment Management Inc | 1.03% | 194K | $10.6M | +1,768 (+0.9%) | June 30, 2026 |
| 16 | Bank of New York Mellon Corp | 0.95% | 179K | $9.8M | +1,403 (+0.8%) | June 30, 2026 |
| 17 | Zimmer Partners LP | 0.94% | 177K | $9.7M | — | June 30, 2026 |
| 18 | Two Sigma Investments LLC | 0.86% | 163K | $8.9M | +97,485 (+148.8%) | June 30, 2026 |
| 19 | Mirova | 0.84% | 159K | $8.7M | −36,933 (−18.8%) | June 30, 2026 |
| 20 | First Manhattan Co. LLC | 0.75% | 142K | $7.7M | −2,265 (−1.6%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 13 holders added 457K shares and 6 cut 90K.
MSEX top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.95% | 1.1M | $61.2M | +288 (+0.0%) | September 30, 2026 |
| 2 | Neuberger Genesis Inv | 5.29% | 996K | $54.4M | +34,250 (+3.6%) | September 30, 2026 |
| 3 | Vanguard MStar Total Stk Mkt Idx Invest | 3.04% | 574K | $31.3M | −2,839 (−0.5%) | August 31, 2026 |
| 4 | T. Rowe Price Small-Cap Value | 2.68% | 505K | $27.6M | — | September 30, 2026 |
| 5 | iShares Russell 2000 ETF | 2.55% | 480K | $26.2M | −5,504 (−1.1%) | September 30, 2026 |
| 6 | T. Rowe Price Small-Cap Stock | 2.02% | 381K | $20.8M | −2,188 (−0.6%) | September 30, 2026 |
| 7 | iShares Global Water ETF USD Dist | 1.48% | 279K | $15.2M | — | September 30, 2026 |
| 8 | L&G Clean Water ETF | 1.12% | 211K | $11.5M | +2,406 (+1.2%) | September 30, 2026 |
| 9 | Fidelity Small Cap Index | 1.09% | 205K | $11.2M | +2,541 (+1.3%) | July 31, 2026 |
| 10 | T. Rowe Price Instl Small-Cap Stock | 1.07% | 202K | $11.0M | — | September 30, 2026 |
| 11 | Janus Henderson Small Cap Value L | 1.01% | 190K | $10.4M | +46,650 (+32.5%) | August 31, 2026 |
| 12 | ProShares S&P SmCp 600 Div ArstocrtsETF | 0.92% | 174K | $9.5M | −573 (−0.3%) | September 30, 2026 |
| 13 | iShares Russell 2000 Value ETF | 0.92% | 173K | $9.5M | +262 (+0.2%) | September 30, 2026 |
| 14 | State Street SPDR Port S&P 600 Sm CpETF | 0.91% | 172K | $9.4M | — | September 30, 2026 |
| 15 | Mirova Thematic Water S/A USD | 0.80% | 151K | $8.3M | +884 (+0.6%) | December 31, 2025 |
| 16 | Invesco S&P Global Water ETF | 0.70% | 132K | $7.2M | — | September 30, 2026 |
| 17 | Vanguard Utilities ETF | 0.68% | 128K | $7.0M | −248 (−0.2%) | September 30, 2026 |
| 18 | Calvert Global Water A | 0.64% | 120K | $6.6M | — | August 31, 2026 |
| 19 | Vanguard Russell 2000 ETF | 0.58% | 110K | $6.0M | +2,639 (+2.5%) | September 30, 2026 |
| 20 | Vanguard Dividend Appreciation ETF | 0.57% | 107K | $5.8M | +1,273 (+1.2%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
MSEX insider transactions
latest 1| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-27 | Robert N Hoglund | Buy | $54.31 | 2,000 | $108,620 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
MSEX shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns MSEX
Institutional investors own 88.7% of Middlesex Water's shares and insiders 2.33%. The largest holder is BlackRock Inc with 16.63% of the shares (3.1M), as of June 30, 2026. Among the top 20 institutions, 13 added shares and 6 reduced their stake in the latest filings. Short interest is 5.29% of the float, or 6.49 days of average trading volume. The share count rose 14.3% since 2014.
Related: MSEX analyst forecast, MSEX key metrics, MSEX dividend history. See the MSEX stock overview for the latest quote and news.
MSEX ownership FAQ
Who owns the most Middlesex Water stock?
The largest shareholders of Middlesex Water are BlackRock Inc (16.63%), T. Rowe Price Investment Management,Inc. (9.27%), Neuberger Berman Group LLC (8.51%), Morgan Stanley - Brokerage Accounts (5.85%), Vanguard Capital Management, LLC (4.26%).
What percentage of Middlesex Water is owned by institutions?
Institutions hold 88.7% of Middlesex Water's shares outstanding; insiders hold 2.33%.
Which funds own Middlesex Water?
The largest fund holders of Middlesex Water are iShares Core S&P Small-Cap ETF (5.95%), Neuberger Genesis Inv (5.29%), Vanguard MStar Total Stk Mkt Idx Invest (3.04%), T. Rowe Price Small-Cap Value (2.68%), iShares Russell 2000 ETF (2.55%).
What is Middlesex Water's short interest?
808K shares of Middlesex Water were sold short, 5.29% of the float; at the average daily volume it would take 6.49 days to cover.
Are insiders buying or selling Middlesex Water?
Of the latest 1 reported insider transactions in Middlesex Water (since February 27, 2026), 1 were purchases and 0 were sales.
How many shares of Middlesex Water are outstanding?
Middlesex Water has 18.8M shares outstanding, of which 18.3M are in the public float.