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$MSEX
$55.38 -$0.84 (1.49%) Close

Ownership

13F as of Q2 2026 · 18.8M shares outstanding

Who owns MSEX?

By type of holder
Institutions 83.3% Insiders 0.0% Everyone else 16.7%
Concentration Top 10 holders own 58.3%
BlackRock, Inc. 16.6% · T. Rowe Price Investment Management, Inc. 9.3%
Institutional ownership
83.3%
+3.5 pts vs last qtr
Institutional holders
226
+6 vs last qtr
Net shares bought
+662.2K
by institutions in Q2 2026
New / sold out
32 / 26
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • TSP Capital Management Group, LLC NEW +211.0K
  • Jupiter Topco LLC NEW +129.3K

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Biggest sellers in Q2 2026
  • Jane Street Group, LLC −82.2K
  • HRT Financial LP SOLD OUT −67.5K

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Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Middlesex Water Company in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025
+10.4%
+1.11% a year
Each share's claim on the business
−9.4%
shrank without buying or selling a share
Spent on buybacks vs paid in stock
$2.09M vs $12.4M
over 10 fiscal years
Diluted shares, split-adjusted
16.0K9.2M18.3M2016: 16.4M shares'162017: 16.5M shares'172018: 16.5K shares'182019: 16.8M shares'192020: 17.6K shares'202021: 17.6K shares'212022: 17.7M shares'222023: 17.8M shares'232024: 17.9M shares'242025: 18.1M shares'25
Buybacks Stock-based comp
$0$1.1M$2.2M2016 buybacks: $02016 stock comp: $829.0K'162017 buybacks: $02017 stock comp: $840.0K'172018 buybacks: $02018 stock comp: $1.1M'182019 buybacks: $02019 stock comp: $637.0K'192020 buybacks: $02020 stock comp: $1.1M'202021 buybacks: $02021 stock comp: $1.3M'212022 buybacks: $02022 stock comp: $1.6M'222023 buybacks: $619.0K2023 stock comp: $2.2M'232024 buybacks: $1.5M2024 stock comp: $1.5M'242025 buybacks: $02025 stock comp: $1.2M'25

How patient are the owners?

Institutional shares by how long they've been held
5+ years63% 3–5 years13% 1–3 years7% Under 1 year17%
Quarterly turnover
6.2%
of institutional shares changed hands
Top 10 managers, median time held
5 years

Super Investors

Investment managers reporting MSEX on Form 13F
B
BlackRock, Inc.
Shares
3.1M
% of company
16.63%
Change vs last qtr
+117.9K (+3.9%)
Held since
≤2021
TR
T. Rowe Price Investment Management, Inc.
Shares
1.7M
% of company
9.27%
Change vs last qtr
+4.5K (+0.3%)
Held since
2023

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Institutional Funds

Mutual funds and ETFs reporting MSEX on Form N-PORT; together they hold 43.5% of the company
IC
iShares Core S&P Small-Cap ETF
iShares Trust
Position value
$63M
% of company
5.96%
% of the fund
0.06%
As of
June 30, 2026
NG
Neuberger Genesis Fund
Neuberger Berman Equity Funds
Position value
$58.1M
% of company
5.32%
% of the fund
0.80%
As of
August 31, 2026

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
DD
Doll Dennis W
Insider
Shares
1.0K
% of company
0.01%
Change vs last qtr
—
Held since
—
CJ
Cosgrove James F. Jr.
Insider
Shares
538
% of company
0.00%
Change vs last qtr
—
Held since
—

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