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Middlesex Water Company (MSEX) institutional ownership

Latest close $56.17 Jul 27, 2026
Market cap$944M 52-week range SectorUtilities
Funds holding · Q1 2026
183
reported MSEX position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
103 buyers · 80 sellers

Middlesex Water Company (MSEX) price and institutional activity

Dates

Q1 2026

$0 bought by 103 investors
MirovaJane Street Group, LLC +101 more
$0 sold by 80 investors
BlackRockAventail Capital Group, LP +78 more
Bought Sold Totals per quarter; hover a bar for the names.

Middlesex Water Company (MSEX) institutional activity · 183

Investor Type Est. change Change Δ Own Date
BlackRock · Reduced
Change −437K Date Q1 2026
BlackRock Reduced· Q1 2026 −437K Q1 2026
Mirova · New
Change +196K Date Q1 2026
Mirova New· Q1 2026 +196K Q1 2026
Jane Street Group, LLC · New
Change +87K Date Q1 2026
Jane Street Group, LLC New· Q1 2026 +87K Q1 2026
Hrt Financial LP · New
Change +68K Date Q1 2026
Hrt Financial LP New· Q1 2026 +68K Q1 2026
Two Sigma Investments, LP · Added
Change +61K Δ Own +1498.0% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +61K +1498.0% Q1 2026
Vanguard · Added
Change +59K Date Q1 2026
Vanguard Added· Q1 2026 +59K Q1 2026
Nuance Investments, LLC · New
Change +57K Date Q1 2026
Nuance Investments, LLC New· Q1 2026 +57K Q1 2026
Aventail Capital Group, LP · Exited
Change −46K Δ Own −100.0% Date Q1 2026
Aventail Capital Group, LP Exited· Q1 2026 −46K −100.0% Q1 2026
Principal Financial Group Inc · Reduced
Change −44K Date Q1 2026
Principal Financial Group Inc Reduced· Q1 2026 −44K Q1 2026
T. Rowe Price Investment Management, Inc. · Added
Change +43K Date Q1 2026
T. Rowe Price Investment Management, Inc. Added· Q1 2026 +43K Q1 2026
Morgan Stanley · Added
Change +41K Date Q1 2026
Morgan Stanley Added· Q1 2026 +41K Q1 2026
Millennium Management LLC · New
Change +41K Date Q1 2026
Millennium Management LLC New· Q1 2026 +41K Q1 2026
American Century Companies Inc · Exited
Change −39K Δ Own −100.0% Date Q1 2026
American Century Companies Inc Exited· Q1 2026 −39K −100.0% Q1 2026
Goldman Sachs Group Inc · Reduced
Change −29K Date Q1 2026
Goldman Sachs Group Inc Reduced· Q1 2026 −29K Q1 2026
Neuberger Berman Group LLC · Added
Change +26K Date Q1 2026
Neuberger Berman Group LLC Added· Q1 2026 +26K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 183

Famous investor activity in Middlesex Water Company (MSEX)

Middlesex Water Company (MSEX) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Simpson Georgia M. · Officer Other Form 4 events -$40K
Price $52.05 Qty -759 Owned 6K Trade date Apr 1, 2026 Filed date Apr 1, 2026
Simpson Georgia M. Officer Other Form 4 events $52.05 -759 -$40K 6K Apr 1, 2026 Apr 1, 2026
Simpson Georgia M. · Officer Tax withholding or exercise payment (F) $18K
Price $52.05 Qty 338 Owned 1K Trade date Apr 1, 2026 Filed date Apr 1, 2026
Simpson Georgia M. Officer Tax withholding or exercise payment (F) $52.05 338 $18K 1K Apr 1, 2026 Apr 1, 2026
Simpson Georgia M. · Officer Grant (A) $111K
Price $52.05 Qty 2K Owned 6K Trade date Apr 1, 2026 Filed date Apr 1, 2026
Simpson Georgia M. Officer Grant (A) $52.05 2K $111K 6K Apr 1, 2026 Apr 1, 2026
Kooper Jay L. · Officer Other Form 4 events -$40K
Price $52.05 Qty -759 Owned 7K Trade date Apr 1, 2026 Filed date Apr 1, 2026
Kooper Jay L. Officer Other Form 4 events $52.05 -759 -$40K 7K Apr 1, 2026 Apr 1, 2026
Kooper Jay L. · Officer Tax withholding or exercise payment (F) $18K
Price $52.05 Qty 350 Owned 878 Trade date Apr 1, 2026 Filed date Apr 1, 2026
Kooper Jay L. Officer Tax withholding or exercise payment (F) $52.05 350 $18K 878 Apr 1, 2026 Apr 1, 2026
Kooper Jay L. · Officer Grant (A) $135K
Price $52.05 Qty 3K Owned 7K Trade date Apr 1, 2026 Filed date Apr 1, 2026
Kooper Jay L. Officer Grant (A) $52.05 3K $135K 7K Apr 1, 2026 Apr 1, 2026
Ginegaw Lorrie Beth · Officer Other Form 4 events -$43K
Price $52.05 Qty -823 Owned 5K Trade date Apr 1, 2026 Filed date Apr 1, 2026
Ginegaw Lorrie Beth Officer Other Form 4 events $52.05 -823 -$43K 5K Apr 1, 2026 Apr 1, 2026
Ginegaw Lorrie Beth · Officer Tax withholding or exercise payment (F) $19K
Price $52.05 Qty 364 Owned 5K Trade date Apr 1, 2026 Filed date Apr 1, 2026
Ginegaw Lorrie Beth Officer Tax withholding or exercise payment (F) $52.05 364 $19K 5K Apr 1, 2026 Apr 1, 2026
Ginegaw Lorrie Beth · Officer Grant (A) $105K
Price $52.05 Qty 2K Owned 6K Trade date Apr 1, 2026 Filed date Apr 1, 2026
Ginegaw Lorrie Beth Officer Grant (A) $52.05 2K $105K 6K Apr 1, 2026 Apr 1, 2026
Fullagar Robert K. · Officer Other Form 4 events -$46K
Price $52.05 Qty -886 Owned 6K Trade date Apr 1, 2026 Filed date Apr 1, 2026
Fullagar Robert K. Officer Other Form 4 events $52.05 -886 -$46K 6K Apr 1, 2026 Apr 1, 2026
Fullagar Robert K. · Officer Tax withholding or exercise payment (F) $21K
Price $52.05 Qty 394 Owned 1K Trade date Apr 1, 2026 Filed date Apr 1, 2026
Fullagar Robert K. Officer Tax withholding or exercise payment (F) $52.05 394 $21K 1K Apr 1, 2026 Apr 1, 2026
Fullagar Robert K. · Officer Grant (A) $111K
Price $52.05 Qty 2K Owned 7K Trade date Apr 1, 2026 Filed date Apr 1, 2026
Fullagar Robert K. Officer Grant (A) $52.05 2K $111K 7K Apr 1, 2026 Apr 1, 2026
Capko Robert John · Officer Other Form 4 events -$10K
Price $52.05 Qty -193 Owned 3K Trade date Apr 1, 2026 Filed date Apr 1, 2026
Capko Robert John Officer Other Form 4 events $52.05 -193 -$10K 3K Apr 1, 2026 Apr 1, 2026
Capko Robert John · Officer Tax withholding or exercise payment (F) $4K
Price $52.05 Qty 83 Owned 83 Trade date Apr 1, 2026 Filed date Apr 1, 2026
Capko Robert John Officer Tax withholding or exercise payment (F) $52.05 83 $4K 83 Apr 1, 2026 Apr 1, 2026
Capko Robert John · Officer Grant (A) $87K
Price $52.05 Qty 2K Owned 4K Trade date Apr 1, 2026 Filed date Apr 1, 2026
Capko Robert John Officer Grant (A) $52.05 2K $87K 4K Apr 1, 2026 Apr 1, 2026
15 of 34
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Middlesex Water Company (MSEX) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 3.3M
% of shares outstanding 18.4% Filing date Jan 19, 2024
BlackRock Inc. 3.3M 18.4% Jan 19, 2024
Blackrock, Inc. 3.0M
% of shares outstanding 16.1% Filing date Apr 24, 2026
Blackrock, Inc. 3.0M 16.1% Apr 24, 2026
Vanguard Group Inc 1.4M
% of shares outstanding 8.0% Filing date Feb 13, 2024
Vanguard Group Inc 1.4M 8.0% Feb 13, 2024
T. Rowe Price Investment Management, Inc. 1.3M
% of shares outstanding 7.5% Filing date Nov 14, 2024
T. Rowe Price Investment Management, Inc. 1.3M 7.5% Nov 14, 2024
First Trust Portfolios LP 1.2M
% of shares outstanding 7.0% Filing date Oct 25, 2024
First Trust Portfolios LP 1.2M 7.0% Oct 25, 2024
Vanguard Capital Management 961K
% of shares outstanding 5.2% Filing date Apr 30, 2026
Vanguard Capital Management 961K 5.2% Apr 30, 2026
State Street Corp
% of shares outstanding 4.0% Filing date Jan 22, 2024
State Street Corp 4.0% Jan 22, 2024
T. Rowe Price Associates 11K
% of shares outstanding 0.1% Filing date Feb 14, 2023
T. Rowe Price Associates 11K 0.1% Feb 14, 2023
8 of 8

Middlesex Water Company (MSEX) ownership FAQ

Who owns MSEX?

183 reporting institutions disclosed MSEX position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.