Middlesex Water Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 3.36 M | $181.64 M | 1.85% | 18.68% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 1.63 M | $88.39 M | 8.18% | 9.09% |
| VANGUARD GROUP INC | 11/07/2025 | 1.37 M | $74.33 M | -3.57% | 7.65% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 1.01 M | $54.74 M | 100.00% | 5.63% |
| STATE STREET CORP | 11/14/2025 | 702.48 K | $38.02 M | 1.64% | 3.91% |
| MORGAN STANLEY | 11/14/2025 | 503.12 K | $27.23 M | 1.10% | 2.80% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 459.35 K | $24.86 M | 3.49% | 2.56% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 379.76 K | $20.55 M | 32.93% | 2.11% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 347.17 K | $18.79 M | -2.56% | 1.93% |
| INVESCO LTD. | 11/13/2025 | 290.33 K | $15.71 M | -11.30% | 1.62% |
| LEDGEWOOD WEALTH ADVISORS, LLC | 10/24/2025 | 254.02 K | $13.75 M | 0.00% | 1.41% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 245.27 K | $13.27 M | 1.57% | 1.37% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 215.01 K | $11.64 M | 5.96% | 1.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 204.71 K | $11.08 M | 12.57% | 1.14% |
| NORTHERN TRUST CORP | 11/14/2025 | 202.30 K | $10.95 M | -0.15% | 1.13% |
| THEMATICS ASSET MANAGEMENT | 11/14/2025 | 171.00 K | $9.25 M | 0.00% | 0.95% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 166.72 K | $9.02 M | -13.86% | 0.93% |
| ZIMMER PARTNERS, LP | 11/14/2025 | 154.56 K | $8.36 M | 26.63% | 0.86% |
| FIRST MANHATTAN CO. LLC. | 11/14/2025 | 147.35 K | $7.97 M | -7.41% | 0.82% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 126.34 K | $6.84 M | 23.34% | 0.70% |
| PROSHARE ADVISORS LLC | 11/06/2025 | 119.39 K | $6.46 M | 7.35% | 0.66% |
| TSP CAPITAL MANAGEMENT GROUP, LLC | 10/22/2025 | 119.22 K | $6.45 M | 6.72% | 0.66% |
| CRAMER ROSENTHAL MCGLYNN LLC | 11/12/2025 | 109.42 K | $5.92 M | -1.13% | 0.61% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 81.60 K | $4.42 M | -7.04% | 0.45% |
| UBS GROUP AG | 11/13/2025 | 78.54 K | $4.25 M | 56.26% | 0.44% |
| JANE STREET GROUP, LLC | 11/14/2025 | 78.19 K | $4.23 M | 13.30% | 0.44% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 76.72 K | $4.15 M | 4.67% | 0.43% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 70.32 K | $3.81 M | 15.10% | 0.39% |
| RHUMBLINE ADVISERS | 11/06/2025 | 54.24 K | $2.94 M | 1.34% | 0.30% |
| NORTHSTAR ASSET MANAGEMENT INC | 10/30/2025 | 51.80 K | $2.80 M | 52.02% | 0.29% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 48.00 K | $2.60 M | 212.03% | 0.27% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 47.84 K | $2.59 M | 13.05% | 0.27% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 46.00 K | $2.49 M | -38.49% | 0.26% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 43.16 K | $2.34 M | 5.44% | 0.24% |
| EXCHANGE TRADED CONCEPTS, LLC | 10/14/2025 | 40.25 K | $2.18 M | 204.65% | 0.22% |
| NFJ INVESTMENT GROUP, LLC | 11/14/2025 | 40.15 K | $2.17 M | 2.90% | 0.22% |
| NUVEEN, LLC | 11/12/2025 | 39.71 K | $2.15 M | 2.11% | 0.22% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 11/24/2025 | 39.71 K | $2.15 M | 129.73% | 0.22% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 11/14/2025 | 36.76 K | $1.99 M | 27.34% | 0.20% |
| JPMORGAN CHASE & CO | 11/26/2025 | 35.31 K | $1.91 M | -11.03% | 0.20% |
| SWISS NATIONAL BANK | 11/13/2025 | 34.66 K | $1.88 M | 1.46% | 0.19% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/17/2025 | 33.76 K | $1.80 M | 4.78% | 0.19% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 29.40 K | $1.59 M | 100.00% | 0.16% |
| ROYAL BANK OF CANADA | 11/14/2025 | 28.64 K | $1.55 M | 365.86% | 0.16% |
| LPL FINANCIAL LLC | 11/12/2025 | 28.38 K | $1.54 M | 3.42% | 0.16% |
| TD ASSET MANAGEMENT INC | 11/10/2025 | 27.09 K | $1.47 M | 5.85% | 0.15% |
| OPPENHEIMER & CO INC | 11/06/2025 | 26.77 K | $1.45 M | 2.80% | 0.15% |
| SG AMERICAS SECURITIES, LLC | 10/23/2025 | 26.50 K | $1.43 M | 2.26% | 0.15% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 25.59 K | $1.39 M | 100.00% | 0.14% |
| BARCLAYS PLC | 11/12/2025 | 25.20 K | $1.36 M | -25.98% | 0.14% |
Middlesex Water Company institutional Ownership - FAQ's
During the previous two years, 306 institutional investors and hedge funds held shares of Middlesex Water Company. The most heavily invested institutionals were:
BlackRock, Inc.: 3.36 M
T. Rowe Price Investment Management, Inc.: 1.63 M
VANGUARD GROUP INC: 1.37 M
Neuberger Berman Group LLC: 1.01 M
STATE STREET CORP: 702,475
MORGAN STANLEY: 503,121
79.74% of Middlesex Water Company stock is owned by institutional investors.
Institutional investors have bought a total of 21.45 M shares in the last 24 months. This purchase volume represents approximately $1.10 B in transactions.