Middlesex Water Company
Ownership
Ownership Structure
Who owns Middlesex Water Company (MSEX)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 97.3% of the shares are freely tradable; institutional investors hold 86.9%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 16.63 | 3,134,461 | +3.9 | 06/30/2026 |
| T. Rowe Price Investment Management,Inc. | 9.27 | 1,746,560 | +0.3 | 06/30/2026 |
| Neuberger Berman Group LLC | 8.51 | 1,604,067 | +3.5 | 06/30/2026 |
| Morgan Stanley - Brokerage Accounts | 5.85 | 1,101,704 | -0.5 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.26 | 802,323 | -3.1 | 06/30/2026 |
| State Street Corp | 4.24 | 798,240 | +7.3 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 2.73 | 513,809 | +5.3 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.95 | 1,121,355 | +0.0 | 09/30/2026 |
| Neuberger Genesis Inv | 5.29 | 996,043 | +3.6 | 09/30/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.08 | 580,486 | +1.2 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Bershad Joshua | Director | 223,798 | 12,711,726 $ | Aug 11, 2026 | indirect |
| Ginegaw Lorrie Beth | VP, Human Resources | 3,978 | 225,950 $ | Aug 7, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 11, 2026 | Bershad Joshua | Director | Other | 6,900 | 0.00 | – |
| Aug 7, 2026 | Ginegaw Lorrie Beth | VP, Human Resources | Sell | 615 | 57.61 | 35,430 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.