Middlesex Water Co
MSEX- Exchange
- Nasdaq
- Industry
- Water Supply
- SEC CIK
- 0000066004
In the last 90 days, Middlesex Water Co insiders filed 0 open-market purchases and 1 sale; 227 institutions reported holding it in 13F filings for Q2 2026, worth $881.5M in total; no superinvestor holds it.
Other share classesMSEXP
13F holders, Q2 2026
Institutional positions in Middlesex Water Co as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 227
- +10 vs. Q1 2026
- Shares held
- 15.7M
- +689.3K (+4.6%) vs. Q1 2026
- Total value
- $881.5M
- +$89.4M (+11.3%) vs. Q1 2026
- New holders
- 31
- 90 more added
- Sold out
- 21
- 55 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 227 | $881.5M |
| Q1 2026 | 221 | $793.4M |
| Q4 2025 | 203 | $782.8M |
| Q3 2025 | 214 | $778.0M |
| Q2 2025 | 217 | $739.7M |
| Q1 2025 | 215 | $887.2M |
| Q4 2024 | 210 | $713.2M |
| Q3 2024 | 199 | $903.3M |
| Q2 2024 | 197 | $680.8M |
| Q1 2024 | 191 | $741.4M |
| Q4 2023 | 191 | $886.8M |
| Q3 2023 | 186 | $829.0M |
| Q2 2023 | 185 | $1.01B |
| Q1 2023 | 201 | $923.9M |
| Q4 2022 | 202 | $977.4M |
| Q3 2022 | 201 | $925.6M |
| Q2 2022 | 209 | $1.04B |
| Q1 2022 | 203 | $1.31B |
| Q4 2021 | 205 | $1.45B |
| Q3 2021 | 189 | $1.28B |
| Q2 2021 | 160 | $895.7M |
| Q1 2021 | 161 | $861.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,134,461 | $176.0M | 0.00% | +117,859+3.9% | Added |
| T. Rowe Price Investment Management, Inc. | 1,746,560 | $98.1M | 0.06% | +4,468+0.3% | Added |
| Neuberger Berman Group LLC | 1,604,067 | $90.1M | 0.06% | +54,161+3.5% | Added |
| Morgan Stanley | 1,101,704 | $61.9M | 0.00% | −5,911−0.5% | Reduced |
| Vanguard Capital Management LLC | 802,323 | $45.1M | 0.00% | −25,630−3.1% | Reduced |
| State Street Corp | 798,240 | $44.8M | 0.00% | +54,178+7.3% | Added |
| Vanguard Portfolio Management LLC | 513,809 | $28.9M | 0.00% | +25,742+5.3% | Added |
| Geode Capital Management, LLC | 500,555 | $28.1M | 0.00% | +30,638+6.5% | Added |
| Legal & General Group Plc | 437,504 | $24.6M | 0.01% | +31,657+7.8% | Added |
| Dimensional Fund Advisors LP | 348,430 | $19.6M | 0.00% | +2,669+0.8% | Added |
| Invesco Ltd. | 280,212 | $15.7M | 0.00% | −10,419−3.6% | Reduced |
| Ledgewood Wealth Advisors, LLC | 254,016 | $14.3M | 7.57% | 00.0% | Unchanged |
| Northern Trust Corp | 222,747 | $12.5M | 0.00% | +24,651+12.4% | Added |
| TSP Capital Management Group, LLC | 211,037 | $11.9M | 2.84% | – | – |
| Charles Schwab Investment Management Inc | 193,653 | $10.9M | 0.00% | +1,768+0.9% | Added |
| Bank of New York Mellon Corp | 179,021 | $10.1M | 0.00% | +1,403+0.8% | Added |
| Zimmer Partners, LP | 176,903 | $9.93M | 0.23% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 163,002 | $9.15M | 0.01% | +97,485+148.8% | Added |
| Mirova | 159,067 | $8.93M | 0.33% | −36,933−18.8% | Reduced |
| First Manhattan Co | 141,624 | $7.95M | 0.02% | −2,265−1.6% | Reduced |
| ProShare Advisors LLC | 131,066 | $7.36M | 0.01% | +12,366+10.4% | Added |
| Jupiter Topco LLC | 129,345 | $7.26M | 0.00% | +129,345 | New |
| Vanguard Fiduciary Trust Co | 123,103 | $6.91M | 0.00% | +4,135+3.5% | Added |
| Renaissance Technologies LLC | 110,813 | $6.22M | 0.01% | −36,200−24.6% | Reduced |
| Cramer Rosenthal McGlynn LLC | 108,192 | $6.08M | 0.31% | +14,535+15.5% | Added |
| Principal Financial Group Inc | 107,530 | $6.04M | 0.00% | +2,143+2.0% | Added |
| Nuance Investments, LLC | 85,830 | $4.82M | 0.82% | +28,643+50.1% | Added |
| Goldman Sachs Group Inc | 84,708 | $4.76M | 0.00% | −45,117−34.8% | Reduced |
| AQR Capital Management LLC | 83,621 | $4.70M | 0.00% | +66,694+394.0% | Added |
| Public Sector Pension Investment Board | 63,956 | $3.59M | 0.01% | −1,691−2.6% | Reduced |
| Dean Investment Associates, LLC | 59,951 | $3.37M | 0.44% | +59,951 | New |
| Nuveen, LLC | 57,101 | $3.21M | 0.00% | +17,941+45.8% | Added |
| Penn Capital Management Co Inc | 54,308 | $3.05M | 0.19% | +713+1.3% | Added |
| Quantinno Capital Management LP | 51,146 | $2.87M | 0.00% | +13,781+36.9% | Added |
| Rhumbline Advisers | 44,402 | $2.49M | 0.00% | −7,698−14.8% | Reduced |
| Dean Capital Management | 43,543 | $2.45M | 0.89% | +43,543 | New |
| Exchange Traded Concepts, LLC | 42,912 | $2.41M | 0.01% | +796+1.9% | Added |
| UBS Asset Management Americas Inc | 41,679 | $2.34M | 0.00% | −13,810−24.9% | Reduced |
| Bank of America Corp | 40,437 | $2.27M | 0.00% | −28,884−41.7% | Reduced |
| UBS Group AG | 39,513 | $2.22M | 0.00% | +3,753+10.5% | Added |
| Price T Rowe Associates Inc | 37,436 | $2.10M | 0.00% | +5,626+17.7% | Added |
| Swiss National Bank | 37,262 | $2.09M | 0.00% | +1,000+2.8% | Added |
| Ameriprise Financial Inc | 36,963 | $2.08M | 0.00% | −1,480−3.8% | Reduced |
| D. E. Shaw & Co., Inc. | 36,195 | $2.03M | 0.00% | +9,792+37.1% | Added |
| Baird Financial Group, Inc. | 29,878 | $1.68M | 0.00% | −1,517−4.8% | Reduced |
| Citadel Advisors LLC | 29,716 | $1.67M | 0.00% | −2,999−9.2% | Reduced |
| TD Asset Management Inc | 29,036 | $1.63M | 0.00% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 27,967 | $1.57M | 0.46% | −10,270−26.9% | Reduced |
| Oppenheimer & Co Inc | 27,692 | $1.56M | 0.02% | −110−0.4% | Reduced |
| JPMorgan Chase & Co | 25,540 | $1.43M | 0.00% | −5,884−18.7% | Reduced |
| HighTower Advisors, LLC | 24,418 | $1.37M | 0.00% | +35+0.1% | Added |
| Alliancebernstein L.P. | 25,933 | $1.35M | 0.00% | +4,900+23.3% | Added |
| SG Americas Securities, LLC | 23,276 | $1.31M | 0.00% | −5,388−18.8% | Reduced |
| Legato Capital Management LLC | 22,705 | $1.28M | 0.11% | +22,705 | New |
| LPL Financial LLC | 22,605 | $1.27M | 0.00% | −2,171−8.8% | Reduced |
| California State Teachers Retirement System | 21,681 | $1.22M | 0.00% | +5,320+32.5% | Added |
| Raymond James Financial Inc | 21,212 | $1.19M | 0.00% | +8,881+72.0% | Added |
| Deutsche Bank AG | 20,876 | $1.17M | 0.00% | +2,646+14.5% | Added |
| Gabelli Funds LLC | 19,350 | $1.09M | 0.01% | +1,000+5.4% | Added |
| Wells Fargo & Company | 19,278 | $1.08M | 0.00% | +8,836+84.6% | Added |
| Prudential Financial Inc | 18,884 | $1.06M | 0.00% | +390+2.1% | Added |
| CI Private Wealth, LLC | 17,591 | $987.9K | 0.00% | +978+5.9% | Added |
| Great West Life Assurance Co | 17,370 | $975.0K | 0.00% | −32−0.2% | Reduced |
| Odyssean, LLC | 17,227 | $967.5K | 0.16% | +9,833+133.0% | Added |
| Private Advisor Group, LLC | 16,274 | $914.0K | 0.00% | +4,305+36.0% | Added |
| The PNC Financial Services Group, Inc. | 16,178 | $908.6K | 0.00% | +288+1.8% | Added |
| American Century Companies Inc | 15,716 | $882.6K | 0.00% | +15,716 | New |
| Magellan Asset Management Ltd | 15,503 | $870.6K | 0.02% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 15,266 | $857.3K | 0.00% | +3,599+30.8% | Added |
| Storebrand Asset Management AS | 14,715 | $826.4K | 0.00% | −118−0.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,945 | $783.2K | 0.00% | −306−2.1% | Reduced |
| CenterBook Partners LP | 13,639 | $766.0K | 0.04% | −8,566−38.6% | Reduced |
| Franklin Resources Inc | 13,169 | $739.6K | 0.00% | +209+1.6% | Added |
| Thrivent Financial for Lutherans | 12,230 | $687.0K | 0.00% | −4,827−28.3% | Reduced |
| CWM Advisors, LLC | 11,993 | $673.5K | 0.03% | +2,136+21.7% | Added |
| Russell Investments Group, Ltd. | 11,958 | $671.5K | 0.00% | +6,730+128.7% | Added |
| Mariner, LLC | 11,734 | $659.0K | 0.00% | +11,734 | New |
| Citigroup Inc | 11,244 | $631.5K | 0.00% | +5,944+112.2% | Added |
| Brevan Howard Capital Management LP | 11,202 | $629.1K | 0.01% | +11,202 | New |
| Arrowstreet Capital, Limited Partnership | 10,927 | $613.7K | 0.00% | +10,927 | New |
| MetLife Investment Management | 10,856 | $609.7K | 0.00% | +500+4.8% | Added |
| Main Street Financial Solutions, LLC | 10,580 | $594.1K | 0.04% | +11+0.1% | Added |
| Toroso Investments, LLC | 10,515 | $590.5K | 0.00% | +1,940+22.6% | Added |
| Atom Investors LP | 9,756 | $547.9K | 0.05% | +3,838+64.9% | Added |
| Commonwealth Equity Services, LLC | 9,344 | $524.7K | 0.00% | +10+0.1% | Added |
| Daiwa Securities Group Inc. | 9,207 | $517.1K | 0.00% | +271+3.0% | Added |
| Illinois Municipal Retirement Fund | 9,160 | $514.4K | 0.01% | −605−6.2% | Reduced |
| New York State Teachers Retirement System | 9,011 | $506.0K | 0.00% | +578+6.9% | Added |
| Parcion Private Wealth LLC | 8,456 | $474.9K | 0.03% | +339+4.2% | Added |
| Amundi | 8,272 | $464.6K | 0.00% | +2,795+51.0% | Added |
| Louisiana State Employees Retirement System | 8,200 | $460.5K | 0.01% | +100+1.2% | Added |
| XTX Topco Ltd | 7,777 | $436.8K | 0.01% | −684−8.1% | Reduced |
| New York State Common Retirement Fund | 7,448 | $418.3K | 0.00% | +1,900+34.2% | Added |
| Vanguard Global Advisers, LLC | 7,197 | $404.2K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 6,969 | $391.4K | 0.00% | +1,192+20.6% | Added |
| Cullen Capital Management LLC | 6,943 | $389.9K | 0.00% | +1,699+32.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,878 | $386.3K | 0.00% | +356+5.5% | Added |
| Blackhill Capital Inc | 6,666 | $374.4K | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,667 | $373.0K | 0.00% | −2,919−30.5% | Reduced |
| Captrust Financial Advisors | 6,123 | $343.9K | 0.00% | +1,138+22.8% | Added |