Middlesex Water Company
Middlesex Water Company (MSEX) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · MSEX · as of Sep 30, 2025
Ownership Breakdown
212
Institutional Holders
▼ 5 vs Q2
$775.16M
Total Inst. Value
▲ $36.32M vs Q2
18.62M
Shares Outstanding
freeFloat 97.20%
14.32M
13F Shares Held
▲ 686,902 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
MSEX largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. water supply | 3.36M | 18.68% | 18.68% | $181.64B | Nov 12, 2025 | ▲ 60.9K |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. water supply | 1.63M | 9.09% | 9.09% | $88.39B | Nov 14, 2025 | ▲ 123.5K |
VANGUARD GROUP INC water supply | 1.37M | 7.65% | 7.65% | $74.33B | Nov 7, 2025 | ▼ 50.8K |
NEUBERGER BERMAN GROUP LLC water supply | 1.01M | 5.63% | 5.63% | $54.74B | Nov 12, 2025 | NEW |
STATE STREET CORP water supply | 702.5K | 3.91% | 3.91% | $38.02B | Nov 14, 2025 | ▲ 11.3K |
MORGAN STANLEY water supply | 503.1K | 2.80% | 2.80% | $27.23B | May 27, 2026 | ▲ 5.5K |
GEODE CAPITAL MANAGEMENT, LLC water supply | 459.4K | 2.56% | 2.56% | $24.86B | Nov 12, 2025 | ▲ 15.5K |
LEGAL & GENERAL GROUP PLC water supply | 379.8K | 2.11% | 2.11% | $20.55B | Nov 13, 2025 | ▲ 94.1K |
DIMENSIONAL FUND ADVISORS LP water supply | 347.2K | 1.93% | 1.93% | $18.79B | Nov 12, 2025 | ▼ 9.1K |
INVESCO LTD. water supply | 290.3K | 1.62% | 1.62% | $15.71B | Nov 13, 2025 | ▼ 37.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
34
Increased
+618.1K shares3
New Positions
first time holders11
Decreased
−185.3K shares0
Sold Out
fully exitedNet shares change (top 50)
+432.8K
+618.1K / −185.3K
Net new holders
+26
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
MSEX insider trading · insider activity
Source: SEC Form 4
22
Buy transactions
5
Sell transactions
4.40
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Simpson Georgia M VP-IT | Apr 1, 2026 | Award | 2,140 | $52.05 | $111.4K | 6.3K | Form 4 ↗ |
Simpson Georgia M VP-IT | Apr 1, 2026 | J-Other | 759 | $52.05 | $39.5K | 5.6K | Form 4 ↗ |
Simpson Georgia M VP-IT | Apr 1, 2026 | Tax Withhold | 338 | $52.05 | $17.6K | 1.1K | Form 4 ↗ |
Kooper Jay L VP, Gen. Counsel & Secretary | Apr 1, 2026 | Award | 2,597 | $52.05 | $135.2K | 7.5K | Form 4 ↗ |
Kooper Jay L VP, Gen. Counsel & Secretary | Apr 1, 2026 | J-Other | 759 | $52.05 | $39.5K | 6.7K | Form 4 ↗ |
Kooper Jay L VP, Gen. Counsel & Secretary | Apr 1, 2026 | Tax Withhold | 350 | $52.05 | $18.2K | 878 | Form 4 ↗ |
Ginegaw Lorrie Beth VP, Human Resources | Apr 1, 2026 | Award | 2,017 | $52.05 | $105.0K | 6.3K | Form 4 ↗ |
Ginegaw Lorrie Beth VP, Human Resources | Apr 1, 2026 | J-Other | 823 | $52.05 | $42.8K | 5.4K | Form 4 ↗ |
Ginegaw Lorrie Beth VP, Human Resources | Apr 1, 2026 | Tax Withhold | 364 | $52.05 | $18.9K | 4.6K | Form 4 ↗ |
Fullagar Robert K President-NJ Operations | Apr 1, 2026 | Award | 2,128 | $52.05 | $110.8K | 7.3K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Middlesex Water Company (MSEX) is primarily owned by institutional investors, who hold approximately 76.9% of total shares outstanding. Company insiders own approximately 2.80%, while retail and public investors account for the remaining 20.29%.
The largest institutional shareholder of Middlesex Water Company is BLACKROCK, INC., holding approximately 3.36 million shares — equal to 18.68% of outstanding shares — as of September 30, 2025.
A total of 212 institutional investors currently hold MSEX stock, with a combined institutional value of approximately $775,155,240 as of the most recent 13F filing period.
Frequently asked questions
MSEX ownershipMiddlesex Water Company (MSEX) is primarily owned by institutional investors, who hold approximately 76.9% of shares. The largest shareholder is BLACKROCK, INC. with a 18.68% stake. Company insiders hold 2.80%. Data sourced from SEC Form 13F as of September 30, 2025.