Middlesex Water Company Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK, INC. | 08/12/2025 | 3.30 M | $178.54 M | 0.96% | 18.35% |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2025 | 1.51 M | $81.80 M | 1.92% | 8.41% |
VANGUARD GROUP INC | 08/11/2025 | 1.42 M | $77.17 M | 0.84% | 7.93% |
STATE STREET CORP | 08/14/2025 | 691.17 K | $37.45 M | -13.84% | 3.85% |
FIRST TRUST ADVISORS LP | 08/13/2025 | 663.79 K | $35.96 M | -6.33% | 3.70% |
GEODE CAPITAL MANAGEMENT, LLC | 08/08/2025 | 443.85 K | $24.05 M | -0.06% | 2.47% |
DIMENSIONAL FUND ADVISORS LP | 08/12/2025 | 356.29 K | $19.30 M | -6.25% | 1.98% |
INVESCO LTD. | 08/13/2025 | 327.34 K | $17.74 M | 7.87% | 1.82% |
LEGAL & GENERAL GROUP PLC | 08/12/2025 | 285.68 K | $15.48 M | 11.77% | 1.59% |
LEDGEWOOD WEALTH ADVISORS, LLC | 07/18/2025 | 254.02 K | $13.76 M | 0.00% | 1.41% |
RENAISSANCE TECHNOLOGIES LLC | 08/13/2025 | 202.91 K | $10.99 M | 12.47% | 1.13% |
NORTHERN TRUST CORP | 08/13/2025 | 202.61 K | $10.98 M | -5.39% | 1.13% |
BANK OF NEW YORK MELLON CORP | 08/05/2025 | 193.55 K | $10.49 M | 1.98% | 1.08% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2025 | 181.85 K | $9.85 M | 7.60% | 1.01% |
THEMATICS ASSET MANAGEMENT | 08/13/2025 | 171.00 K | $9.26 M | -5.52% | 0.95% |
FIRST MANHATTAN CO. LLC. | 08/14/2025 | 159.15 K | $8.62 M | -6.26% | 0.89% |
ZIMMER PARTNERS, LP | 08/14/2025 | 122.06 K | $6.61 M | 8.73% | 0.68% |
TSP CAPITAL MANAGEMENT GROUP, LLC | 08/11/2025 | 111.72 K | $6.05 M | 2.29% | 0.62% |
PROSHARE ADVISORS LLC | 08/07/2025 | 111.21 K | $6.03 M | -3.77% | 0.62% |
CRAMER ROSENTHAL MCGLYNN LLC | 08/11/2025 | 110.67 K | $6.00 M | -25.70% | 0.62% |
PRINCIPAL FINANCIAL GROUP INC | 08/08/2025 | 102.43 K | $5.55 M | 15.18% | 0.57% |
BANK OF AMERICA CORP /DE/ | 08/14/2025 | 87.78 K | $4.76 M | 50.32% | 0.49% |
UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2025 | 74.78 K | $4.05 M | 26.27% | 0.42% |
JANE STREET GROUP, LLC | 08/14/2025 | 69.01 K | $3.74 M | 1.50% | 0.38% |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/12/2025 | 61.10 K | $3.31 M | 7.91% | 0.34% |
RHUMBLINE ADVISERS | 08/12/2025 | 53.52 K | $2.90 M | 3.36% | 0.30% |
UBS GROUP AG | 08/14/2025 | 50.26 K | $2.72 M | 9.34% | 0.28% |
AMERICAN CENTURY COMPANIES INC | 08/12/2025 | 42.32 K | $2.29 M | 20.97% | 0.24% |
AMERIPRISE FINANCIAL INC | 08/14/2025 | 40.94 K | $2.22 M | -7.85% | 0.23% |
JPMORGAN CHASE & CO | 08/12/2025 | 39.69 K | $2.15 M | -28.60% | 0.22% |
NFJ INVESTMENT GROUP, LLC | 08/14/2025 | 39.02 K | $2.11 M | -22.16% | 0.22% |
NUVEEN, LLC | 08/12/2025 | 38.89 K | $2.11 M | -24.59% | 0.22% |
SWISS NATIONAL BANK | 08/12/2025 | 34.16 K | $1.85 M | -1.16% | 0.19% |
NORTHSTAR ASSET MANAGEMENT INC | 07/31/2025 | 34.07 K | $1.85 M | 76.11% | 0.19% |
BARCLAYS PLC | 08/14/2025 | 34.05 K | $1.85 M | 47.88% | 0.19% |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/15/2025 | 32.22 K | $1.75 M | 8.08% | 0.18% |
RUSSELL INVESTMENTS GROUP, LTD. | 08/13/2025 | 31.58 K | $1.71 M | 9.53% | 0.18% |
DEPRINCE RACE & ZOLLO INC | 08/14/2025 | 31.49 K | $1.71 M | -5.95% | 0.18% |
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 08/07/2025 | 28.86 K | $1.56 M | 898.41% | 0.16% |
THRIVENT FINANCIAL FOR LUTHERANS | 08/26/2025 | 28.19 K | $1.53 M | 0.22% | 0.16% |
LPL FINANCIAL LLC | 08/12/2025 | 27.44 K | $1.49 M | 1.61% | 0.15% |
SQUAREPOINT OPS LLC | 08/27/2025 | 27.38 K | $1.48 M | 77.21% | 0.15% |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 08/13/2025 | 27.19 K | $1.47 M | 370.22% | 0.15% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2025 | 26.70 K | $1.45 M | -35.08% | 0.15% |
CENTERBOOK PARTNERS LP | 08/12/2025 | 26.18 K | $1.42 M | 100.00% | 0.15% |
OPPENHEIMER & CO INC | 07/31/2025 | 26.04 K | $1.41 M | 0.87% | 0.14% |
SG AMERICAS SECURITIES, LLC | 08/08/2025 | 25.91 K | $1.40 M | 266.02% | 0.14% |
TD ASSET MANAGEMENT INC | 07/28/2025 | 25.59 K | $1.39 M | 0.00% | 0.14% |
PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2025 | 22.51 K | $1.22 M | 4.50% | 0.13% |
HIGHTOWER ADVISORS, LLC | 08/11/2025 | 19.24 K | $1.04 M | -0.87% | 0.11% |
Middlesex Water Company institutional Ownership - FAQ's
During the previous two years, 295 institutional investors and hedge funds held shares of Middlesex Water Company. The most heavily invested institutionals were:
BlackRock, Inc.: 3.3 M
T. Rowe Price Investment Management, Inc.: 1.51 M
VANGUARD GROUP INC: 1.42 M
STATE STREET CORP: 691,168
FIRST TRUST ADVISORS LP: 663,786
GEODE CAPITAL MANAGEMENT, LLC: 443,850
70.90% of Middlesex Water Company stock is owned by institutional investors.
Institutional investors have bought a total of 19.88 M shares in the last 24 months. This purchase volume represents approximately $1.06 B in transactions.