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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, Q1 2021

Institutional positions in Middlesex Water Co as of Mar 31, 2021. 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
161
No complete 13F data for Q4 2020
Shares held
10.7M
No complete 13F data for Q4 2020
Total value
$846.0M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 161 institutions
Q1 2021: 161 institutionsQ2 2021: 160 institutionsQ3 2021: 189 institutionsQ4 2021: 205 institutionsQ1 2022: 203 institutionsQ2 2022: 209 institutionsQ3 2022: 200 institutionsQ4 2022: 202 institutionsQ1 2023: 201 institutionsQ2 2023: 185 institutionsQ3 2023: 186 institutionsQ4 2023: 191 institutionsQ1 2024: 191 institutionsQ2 2024: 197 institutionsQ3 2024: 199 institutionsQ4 2024: 210 institutionsQ1 2025: 215 institutionsQ2 2025: 217 institutionsQ3 2025: 214 institutionsQ4 2025: 203 institutionsQ1 2026: 221 institutionsQ2 2026: 227 institutions
Value heldQ1 2021: $846.0M
Q1 2021: $846.0MQ2 2021: $877.9MQ3 2021: $1.28BQ4 2021: $1.45BQ1 2022: $1.31BQ2 2022: $1.04BQ3 2022: $925.3MQ4 2022: $977.4MQ1 2023: $921.9MQ2 2023: $1.01BQ3 2023: $829.0MQ4 2023: $854.4MQ1 2024: $675.4MQ2 2024: $678.3MQ3 2024: $901.2MQ4 2024: $713.2MQ1 2025: $886.9MQ2 2025: $739.4MQ3 2025: $776.1MQ4 2025: $764.0MQ1 2026: $793.4MQ2 2026: $881.5M
Institutions holding MSEX and their total value by quarter
QuarterHoldersValue
Q2 2026227$881.5M
Q1 2026221$793.4M
Q4 2025203$764.0M
Q3 2025214$776.1M
Q2 2025217$739.4M
Q1 2025215$886.9M
Q4 2024210$713.2M
Q3 2024199$901.2M
Q2 2024197$678.3M
Q1 2024191$675.4M
Q4 2023191$854.4M
Q3 2023186$829.0M
Q2 2023185$1.01B
Q1 2023201$921.9M
Q4 2022202$977.4M
Q3 2022200$925.3M
Q2 2022209$1.04B
Q1 2022203$1.31B
Q4 2021205$1.45B
Q3 2021189$1.28B
Q2 2021160$877.9M
Q1 2021161$846.0M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Middlesex Water Co.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MSEX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc1,797,872$142.1M0.01%––
BlackRock Inc.1,414,786$111.8M0.00%––
Vanguard Group Inc1,047,845$82.8M0.00%––
Dimensional Fund Advisors LP511,555$40.4M0.01%––
Pictet Asset Management Ltd497,861$39.3M0.05%––
Eaton Vance Management481,712$38.1M0.06%––
Renaissance Technologies LLC349,600$27.6M0.03%––
State Street Corp346,402$27.4M0.00%––
Geode Capital Management, LLC315,638$24.9M0.00%––
Invesco Ltd.268,954$21.3M0.01%––
Northern Trust Corp218,420$17.3M0.00%––
First Manhattan Co204,778$16.2M0.07%––
KBC Group NV195,287$15.4M0.06%––
ProShare Advisors LLC176,350$13.9M0.04%––
Nuance Investments, LLC161,868$12.8M0.24%––
Morgan Stanley158,906$12.6M0.00%––
First Trust Advisors LP152,483$12.0M0.01%––
TSP Capital Management Group, LLC136,684$10.8M3.81%––
Impax Asset Management Group plc133,009$10.5M0.05%––
Montanaro Asset Management Ltd132,000$10.4M1.54%––
Charles Schwab Investment Management Inc118,759$9.38M0.00%––
Bank of New York Mellon Corp110,674$8.74M0.00%––
Gabelli Funds LLC97,700$7.72M0.05%––
State of Wisconsin Investment Board90,183$7.13M0.02%––
Janney Montgomery Scott LLC74,678$5.90M0.03%––
Deprince Race & Zollo Inc61,048$4.82M0.13%––
Parametric Portfolio Associates LLC56,802$4.49M0.00%––
Bank of America Corp49,606$3.92M0.00%––
Landsberg, Bennett, & Dubbaneh LLC48,039$3.80M0.55%––
Wells Fargo & Company46,706$3.69M0.00%––
Ergoteles LLC45,040$3.56M0.11%––
Oppenheimer & Co Inc44,586$3.52M0.07%––
Citadel Advisors LLC42,998$3.40M0.00%––
Gamco Investors, Inc. Et Al41,948$3.31M0.03%––
UBS Group AG40,468$3.20M0.00%––
Swiss National Bank39,962$3.16M0.00%––
Legal & General Group Plc37,662$2.98M0.00%––
JPMorgan Chase & Co35,761$2.83M0.00%––
Amundi Asset Management US, Inc.34,986$2.76M0.00%––
California Public Employees Retirement System34,700$2.74M0.00%––
Alliancebernstein L.P.32,888$2.60M0.00%––
Nuveen Asset Management, LLC66,943$2.52M0.00%––
Goldman Sachs Group Inc27,110$2.14M0.00%––
Storebrand Asset Management AS26,404$2.09M0.01%––
California State Teachers Retirement System25,719$2.03M0.00%––
Teton Advisors, Inc.23,933$1.89M0.27%––
TD Asset Management Inc21,702$1.72M0.00%––
Manchester Capital Management LLC20,234$1.60M0.24%––
Rhumbline Advisers19,890$1.57M0.00%––
Raymond James Financial Services Advisors, Inc.19,759$1.56M0.00%––
UBS Asset Management Americas Inc19,607$1.55M0.00%––
Comerica Bank17,321$1.46M0.01%––
Millennium Management LLC17,226$1.36M0.00%––
Deutsche Bank AG17,193$1.36M0.00%––
Advisor Group Holdings, Inc.16,662$1.32M0.00%––
Financial Architects, Inc16,242$1.28M0.20%––
Barclays PLC16,040$1.27M0.00%––
New York State Common Retirement Fund16,000$1.26M0.00%––
Credit Suisse AG15,794$1.25M0.00%––
Summit Global Investments14,658$1.16M0.07%––
ExodusPoint Capital Management, LP14,387$1.14M0.02%––
Royal Bank of Canada14,036$1.11M0.00%––
The PNC Financial Services Group, Inc.13,960$1.10M0.00%––
Raymond James & Associates13,936$1.10M0.00%––
Tealwood Asset Management Inc13,523$1.07M0.43%––
Krane Funds Advisors LLC12,493$987.0K0.04%––
American Century Companies Inc12,236$967.0K0.00%––
Jackson Creek Investment Advisors LLC12,023$950.0K0.33%––
AMP Capital Investors Ltd11,286$892.0K0.00%––
Principal Financial Group Inc11,284$891.0K0.00%––
Main Street Financial Solutions, LLC10,924$863.0K0.15%––
Ameriprise Financial Inc10,719$846.0K0.00%––
Clean Yield Group10,380$820.0K0.34%––
Capital Bank & Trust Co10,000$790.0K0.01%––
American International Group, Inc.9,941$786.0K0.00%––
D. E. Shaw & Co., Inc.9,919$784.0K0.00%––
State Board of Administration of Florida Retirement System9,713$768.0K0.00%––
Manufacturers Life Insurance Company, The9,558$755.0K0.00%––
Private Advisor Group, LLC9,200$727.0K0.01%––
Martingale Asset Management L P8,407$665.0K0.01%––
Parcion Private Wealth LLC8,000$632.0K0.07%––
STRS Ohio7,500$592.0K0.00%––
Voya Investment Management LLC7,462$590.0K0.00%––
Mitchell McLeod Pugh & Williams Inc7,450$589.0K0.25%––
Public Employees Retirement Association of Colorado7,194$568.0K0.00%––
Blackhill Capital Inc6,666$527.0K0.05%––
Victory Capital Management Inc6,655$526.0K0.00%––
Guyasuta Investment Advisors Inc6,550$518.0K0.04%––
MetLife Investment Management5,991$473.4K0.00%––
Steward Partners Investment Advisory, LLC5,894$465.7K0.01%––
Farmers & Merchants Trust Co of Long Beach5,579$441.0K0.15%––
ETF Managers Group, LLC5,541$434.0K0.01%––
Lazard Asset Management LLC5,338$420.0K0.00%––
IndexIQ Advisors LLC5,130$405.0K0.01%––
Cambridge Investment Research Advisors, Inc.5,091$402.0K0.00%––
Arizona State Retirement System5,085$402.0K0.00%––
Stifel Financial Corp4,841$383.0K0.00%––
Kestra Advisory Services, LLC4,807$380.0K0.00%––
Southeast Asset Advisors Inc.4,749$375.0K0.07%––
BNP Paribas Arbitrage, SA4,676$369.5K0.00%––