Among active 13F managers last quarter, 7 opened and 21 added, while 12 reduced; the largest holder to move was Neuberger Berman Group LLC (+1.7%). Over the last 180 days, 1 insider sold and none bought, a net -$35K in open-market trades.
The legs disagree, or only one of them leans.
203 tracked 13F filers disclose a position in MSEX as of the latest SEC 13F filings, a combined $724.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.1M | $176.0M | ▲+3.9% Added · +118K sh | Q2 2026 | |
| 2 | T. Rowe Price Investment Management, Inc. | 1.7M | Withheld | ▲+0.3% Added · +4K sh | Q2 2026 | |
| 3 | Neuberger Berman Group LLC | 1.5M | $80.7M | ▲+1.7% Added · +26K sh | Q1 2026 | |
| 4 | Morgan Stanley | 1.1M | $57.7M | ▲+3.8% Added · +41K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 802K | $45.1M | ▼−3.1% Reduced · −26K sh | Q2 2026 | |
| 6 | State Street Corp | 798K | $44.8M | ▲+7.3% Added · +54K sh | Q2 2026 | |
| 7 | Vanguard Portfolio Management LLC | 514K | $28.9M | ▲+5.3% Added · +26K sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 501K | $28.1M | ▲+6.5% Added · +31K sh | Q2 2026 | |
| 9 | Legal & General Group Plc | 406K | $21.1M | ▲+4.5% Added · +17K sh | Q1 2026 | |
| 10 | Dimensional Fund Advisors LP | 346K | $18.0M | ▲+0.9% Added · +3K sh | Q1 2026 | |
| 11 | Ledgewood Wealth Advisors, LLC | 254K | $14.3M | —Held | Q2 2026 | |
| 12 | TSP Capital Management Group, LLC | 211K | $11.9M | ▲+0.3% Added · +705 sh | Q2 2026 | |
| 13 | Northern Trust Corp | 198K | $10.3M | ▼−0.1% Reduced · −252 sh | Q1 2026 | |
| 14 | Charles Schwab Investment Management Inc | 192K | $10.0M | ▼−9.0% Reduced · −19K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | 178K | $9.2M | ▼−1.8% Reduced · −3K sh | Q1 2026 | |
| 16 | Zimmer Partners, LP | 177K | $9.9M | —Held | Q2 2026 | |
| 17 | Mirova | 159K | $8.9M | ▼−19% Reduced · −37K sh | Q2 2026 | |
| 18 | Renaissance Technologies LLC | 147K | $7.7M | ▲+14% Added · +18K sh | Q1 2026 | |
| 19 | First Manhattan Co. LLC. | 142K | $8.0M | ▼−1.6% Reduced · −2K sh | Q2 2026 | |
| 20 | Goldman Sachs Group Inc | 130K | $6.8M | ▼−18% Reduced · −29K sh | Q1 2026 | |
| 21 | Vanguard Fiduciary Trust Co | 123K | $6.9M | ▲+3.5% Added · +4K sh | Q2 2026 | |
| 22 | ProShare Advisors LLC | 119K | $6.2M | ▼−0.1% Reduced · −176 sh | Q1 2026 | |
| 23 | Cramer Rosenthal McGlynn LLC | 108K | $6.1M | ▲+16% Added · +15K sh | Q2 2026 | |
| 24 | Principal Financial Group Inc | 105K | $5.5M | ▼−29% Reduced · −44K sh | Q1 2026 | |
| 25 | Jane Street Group, LLC | 87K | $4.5M | ▲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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 7 funds opened a new position in MSEX and 21 added to an existing one, while 12 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 97 funds | $183.3B |
| Nvidia CorpNVDA | 94 funds | $293.0B |
| Alphabet Inc-CL AGOOGL | 94 funds | $121.2B |
| Broadcom IncAVGO | 94 funds | $118.7B |
| Amazon.com IncAMZN | 93 funds | $139.2B |
| Apple IncAAPL | 92 funds | $211.1B |
| Eli Lilly & CoLLY | 91 funds | $63.0B |
| Meta Platforms Inc-Class AMETA | 90 funds | $79.8B |
| Visa Inc-Class A SharesV | 90 funds | $44.0B |
| Micron Technology IncMU | 90 funds | $40.5B |
| Procter & Gamble CoPG | 90 funds | $22.3B |
| Chevron CorpCVX | 90 funds | $20.7B |
Ranked by how many of MSEX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MSEX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 7, 2026 | Ginegaw Lorrie Beth | VP, Human Resources | Sell (S) | 615 | $35K |
| 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) 2 lots, same day | 500 | $31K |
| May 22, 2024 | Reinhard Walter G | Director | Sell (S) | 857 | $49K |
| Mar 6, 2024 | Cosgrove James F. Jr. | Director | Buy (P) | 2K | $83K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 54 | 27 | – |
Insiders Form 4 open-market | 0 | 1 | -$35K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
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.