185 tracked 13F filers disclose a position in MSEX as of the latest SEC 13F filings, a combined $675.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $157.0M | 3.0M | ▼−13% Reduced · −437K sh | Q1 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | Withheld | 1.7M | ▲+2.5% Added · +43K sh | Q1 2026 | |
| 3 | Neuberger Berman Group LLC | $80.7M | 1.5M | ▲+1.7% Added · +26K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $57.7M | 1.1M | ▲+3.8% Added · +41K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $43.1M | 828K | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $38.7M | 744K | ▲+1.9% Added · +14K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $25.4M | 488K | →First observed position No prior filed position | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $24.5M | 470K | ▲+1.2% Added · +5K sh | Q1 2026 | |
| 9 | Legal & General Group Plc | $21.1M | 406K | ▲+4.5% Added · +17K sh | Q1 2026 | |
| 10 | DIMENSIONAL FUND ADVISORS LP | $18.0M | 346K | ▲+0.9% Added · +3K sh | Q1 2026 | |
| 11 | Ledgewood Wealth Advisors, LLC | $14.3M | 254K | —Held | Q2 2026 | |
| 12 | TSP Capital Management Group, LLC | $11.9M | 211K | ▲+0.3% Added · +705 sh | Q2 2026 | |
| 13 | NORTHERN TRUST CORP | $10.3M | 198K | ▼−0.1% Reduced · −252 sh | Q1 2026 | |
| 14 | MIROVA | $10.2M | 196K | ▲New +196K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.0M | 192K | ▼−9.0% Reduced · −19K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | $9.2M | 178K | ▼−1.8% Reduced · −3K sh | Q1 2026 | |
| 17 | Zimmer Partners, LP | $9.2M | 177K | ▼−3.7% Reduced · −7K sh | Q1 2026 | |
| 18 | RENAISSANCE TECHNOLOGIES LLC | $7.7M | 147K | ▲+14% Added · +18K sh | Q1 2026 | |
| 19 | FIRST MANHATTAN CO. LLC. | $7.5M | 144K | ▼−2.3% Reduced · −3K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $6.8M | 130K | ▼−18% Reduced · −29K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $6.2M | 119K | →First observed position No prior filed position | Q1 2026 | |
| 22 | ProShare Advisors LLC | $6.2M | 119K | ▼−0.1% Reduced · −176 sh | Q1 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $5.5M | 105K | ▼−29% Reduced · −44K sh | Q1 2026 | |
| 24 | CRAMER ROSENTHAL MCGLYNN LLC | $4.9M | 94K | ▼−11% Reduced · −11K sh | Q1 2026 | |
| 25 | JANE STREET GROUP, LLC | $4.5M | 87K | ▲Added Added · +87K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in MSEX and 19 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 87 funds | $193.4B |
| BROADCOM INCAVGO | 86 funds | $112.5B |
| NVIDIA CORPNVDA | 85 funds | $282.4B |
| ALPHABET INC-CL AGOOGL | 85 funds | $106.3B |
| AMAZON.COM INCAMZN | 84 funds | $137.8B |
| UNITEDHEALTH GROUP INCUNH | 83 funds | $21.5B |
| APPLE INCAAPL | 82 funds | $211.7B |
| META PLATFORMS INC-CLASS AMETA | 82 funds | $82.4B |
| MICRON TECHNOLOGY INCMU | 82 funds | $24.0B |
| CHEVRON CORPCVX | 82 funds | $21.8B |
| AMERICAN WATER WORKS CO INCAWK | 82 funds | $2.4B |
| ALPHABET INC-CL CGOOG | 81 funds | $93.9B |
Ranked by how many of MSEX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 4, 2026 | REINHARD WALTER G | Director | Sell (S) | 300 | $17K |
| Feb 27, 2026 | HOGLUND ROBERT N | Director | Buy (P) | 2K | $109K |
| Feb 25, 2026 | Capko Robert John | PAO & Controller | Sell (S) | 134 | $7K |
| Nov 18, 2025 | Ginegaw Lorrie Beth | VP-HR | Sell (S) | 650 | $33K |
| May 28, 2025 | REINHARD WALTER G | Director | Sell (S) | 702 | $40K |
| Mar 21, 2025 | Doll Dennis W | Director | Sell (S) | 4K | $244K |
| Mar 11, 2025 | REINHARD WALTER G | Director | Sell (S) | 300 | $19K |
| Nov 8, 2024 | Capko Robert John | Principal Accounting Officer | Sell (S) | 143 | $10K |
| Aug 27, 2024 | REINHARD WALTER G | Director | Sell (S) | 68 | $4K |
| Aug 27, 2024 | REINHARD WALTER G | Director | Sell (S) | 432 | $27K |
| May 22, 2024 | REINHARD WALTER G | Director | Sell (S) | 857 | $49K |
| Mar 6, 2024 | Cosgrove James F. Jr. | Director | Buy (P) | 2K | $83K |
Connected entities for MSEX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MSEX/capital-change-brief"
Use Arkolith's capital_change_brief for MSEX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MSEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.