MSEX institutional holders

MIDDLESEX WTR CO · 13F, 2026Q2

Managers holding226
Shares held15,699,346
Reported value$881.6m
Quarter flows32 new, 90 added, 55 trimmed, 26 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BlackRock, Inc.3,134,461$176.0m0.0%
T. Rowe Price Investment Management, Inc.1,746,560$98.1m0.1%
NEUBERGER BERMAN GROUP LLC1,604,067$90.1m0.1%
MORGAN STANLEY1,101,704$61.9m0.0%
VANGUARD CAPITAL MANAGEMENT LLC802,323$45.1m0.0%
STATE STREET CORP798,240$44.8m0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC513,809$28.9m0.0%
GEODE CAPITAL MANAGEMENT, LLC500,555$28.1m0.0%
Legal & General Group Plc437,504$24.6m0.0%
DIMENSIONAL FUND ADVISORS LP348,430$19.6m0.0%
Invesco Ltd.280,212$15.7m0.0%
Ledgewood Wealth Advisors, LLC254,016$14.3m7.6%
NORTHERN TRUST CORP222,747$12.5m0.0%
TSP Capital Management Group, LLC211,037$11.9m2.8%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC193,653$10.9m0.0%
Bank of New York Mellon Corp179,021$10.1m0.0%
Zimmer Partners, LP176,903$9.9m0.2%
TWO SIGMA INVESTMENTS, LP163,002$9.2m0.0%
MIROVA159,067$8.9m0.3%
FIRST MANHATTAN CO. LLC.141,624$8.0m0.0%
ProShare Advisors LLC131,066$7.4m0.0%
Jupiter Topco LLC129,345$7.3m0.0%
VANGUARD FIDUCIARY TRUST CO123,103$6.9m0.0%
RENAISSANCE TECHNOLOGIES LLC110,813$6.2m0.0%
CRAMER ROSENTHAL MCGLYNN LLC108,192$6.1m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("MSEX"). MSEX price history · All 13F data

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