13FBOX
MIDDLESEX WTR CO · 13F Institutional Holdings
Options Calculator Rankings

MIDDLESEX WTR CO

MSEX
Institutions
223
Combined AUM (Q2 2026)
$884.6M
Combined Shares (Q2 2026)
15.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.7M
121 · 31 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-594,784
77 · 25 Exit · ≈
⚖️ Net
+1.1M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$884.6M
Institutions
223
New Buys
31
Adds
90
Reduces
52
Exits
25
Unchanged
50
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#70$176.0M3.1M$157.0M3.0M+117,859+3.91%Add
T. Rowe Price Investment Management, Inc.
0.06%0.06%#15$98.1M1.7M$90.7M1.7M+4,468+0.26%Add
Neuberger Berman Group LLC
0.06%0.06%#17$90.1M1.6M$80.7M1.5M+54,161+3.49%Add
MORGAN STANLEY
<0.01%<0.01%#60$61.9M1.1M$27.2M503,121+598,583+118.97%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#110$45.1M802,323$43.1M827,953-25,630-3.10%Reduce
STATE STREET CORP
<0.01%<0.01%#95$44.8M798,240$38.7M744,062+54,178+7.28%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#97$28.9M513,809$25.4M488,067+25,742+5.27%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#89$28.1M500,555$24.5M469,917+30,638+6.52%Add
Legal & General Group Plc
0.01%<0.01%#47$24.6M437,504$21.1M405,847+31,657+7.80%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#57$19.6M348,430$18.0M345,761+2,669+0.77%Add
Invesco Ltd.
<0.01%<0.01%#98$15.7M280,212$15.1M290,631-10,419-3.58%Reduce
Ledgewood Wealth Advisors, LLC
7.57%7.44%#1$14.3M254,016$13.2M254,01600.00%Unchanged
NORTHERN TRUST CORP
<0.01%<0.01%#90$12.5M222,747$10.3M198,096+24,651+12.44%Add
TSP Capital Management Group, LLC
2.84%2.67%#2$11.9M211,037$10.9M210,332+705+0.34%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#92$10.9M193,653$10.0M191,885+1,768+0.92%Add
Bank of New York Mellon Corp
<0.01%<0.01%#85$10.1M179,021$9.2M177,618+1,403+0.79%Add
Zimmer Partners, LP
0.23%0.22%#9$9.9M176,903$9.2M176,90300.00%Unchanged
TWO SIGMA INVESTMENTS, LP
0.01%<0.01%#43$9.2M163,002$3.4M65,517+97,485+148.79%Add
MIROVA
0.33%0.41%#7$8.9M159,067$10.2M196,000-36,933-18.84%Reduce
FIRST MANHATTAN CO. LLC.
0.02%0.02%#24$8.0M141,624$7.5M143,889-2,265-1.57%Reduce
ProShare Advisors LLC
0.01%0.01%#38$7.4M131,066$6.2M118,700+12,366+10.42%Add
Jupiter Topco LLC
<0.01%#64$7.3M129,345$00+129,345New Buy
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#88$6.9M123,103$6.2M118,968+4,135+3.48%Add
RENAISSANCE TECHNOLOGIES LLC
0.01%0.01%#40$6.2M110,813$7.7M147,013-36,200-24.62%Reduce
CRAMER ROSENTHAL MCGLYNN LLC
0.31%0.36%#8$6.1M108,192$4.9M93,657+14,535+15.52%Add
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#63$6.0M107,530$5.5M105,387+2,143+2.03%Add
NUANCE INVESTMENTS, LLC
0.82%0.42%#4$4.8M85,830$3.0M57,187+28,643+50.09%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#148$4.8M84,708$6.8M129,825-45,117-34.75%Reduce
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#86$4.7M83,621$881,03516,927+66,694+394.01%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.01%0.01%#39$3.6M63,956$3.4M65,647-1,691-2.58%Reduce
DEAN INVESTMENT ASSOCIATES, LLC
0.44%#6$3.4M59,951$00+59,951New Buy
Nuveen, LLC
<0.01%<0.01%#118$3.2M57,101$2.0M39,160+17,941+45.81%Add
Penn Capital Management Company, LLC
0.19%0.22%#10$3.0M54,308$2.8M53,595+713+1.33%Add
Quantinno Capital Management LP
<0.01%<0.01%#58$2.9M51,146$1.9M37,365+13,781+36.88%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#157$2.9M51,116$2.5M47,415+3,701+7.81%Add
RHUMBLINE ADVISERS
<0.01%<0.01%#82$2.5M44,402$2.7M52,100-7,698-14.78%Reduce
Dean Capital Management
0.89%#3$2.4M43,543$00+43,543New Buy
EXCHANGE TRADED CONCEPTS, LLC
0.01%0.02%#37$2.4M42,912$2.2M42,116+796+1.89%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#146$2.3M41,679$2.9M55,489-13,810-24.89%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#179$2.3M40,437$3.6M69,321-28,884-41.67%Reduce
UBS Group AG
<0.01%<0.01%#160$2.2M39,513$1.9M35,760+3,753+10.49%Add
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#171$2.1M37,436$1.7M31,810+5,626+17.69%Add
Swiss National Bank
<0.01%<0.01%#103$2.1M37,262$1.9M36,262+1,000+2.76%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#147$2.1M36,963$2.0M38,443-1,480-3.85%Reduce
D. E. Shaw & Co., Inc.
<0.01%<0.01%#109$2.0M36,195$1.4M26,403+9,792+37.09%Add
Baird Financial Group, Inc.
<0.01%<0.01%#74$1.7M29,878$1.6M31,395-1,517-4.83%Reduce
TD ASSET MANAGEMENT INC
<0.01%<0.01%#93$1.6M29,036$1.5M29,03600.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#183$1.6M28,819$488,1779,379+19,440+207.27%Add
NORTHSTAR ASSET MANAGEMENT INC
0.46%0.61%#5$1.6M27,967$2.0M38,237-10,270-26.86%Reduce
OPPENHEIMER & CO INC
0.02%0.02%#29$1.6M27,692$1.4M27,802-110-0.40%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow