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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
Quadrant Capital Group LLC8$1.00K0.00%––
Raffa Wealth Management, LLC14$1.11K0.00%––
Nisa Investment Advisors, LLC20$2.00K0.00%––
Simplex Trading, LLC30$2.00K0.00%––
Parallel Advisors, LLC22$2.00K0.00%––
International Assets Investment Management, LLC51$4.00K0.00%––
O'Shaughnessy Asset Management, LLC72$6.00K0.00%––
Signaturefd, LLC81$6.00K0.00%––
Proequities, Inc.150$12.0K0.00%––
ClariVest Asset Management LLC148$12.0K0.00%––
GPS Wealth Strategies Group, LLC170$13.0K0.00%––
US Bancorp194$15.0K0.00%––
Baldwin Brothers Inc200$16.0K0.00%––
Macquarie Group Ltd256$20.0K0.00%––
ShoreHaven Wealth Partners, LLC253$20.0K0.01%––
Glen Eagle Advisors, LLC300$23.7K0.01%––
Allworth Financial LP300$24.0K0.00%––
Vectors Research Management, LLC335$26.0K0.01%––
Captrust Financial Advisors364$29.0K0.00%––
Sargent Bickham Lagudis LLC370$29.0K0.00%––
Central Trust Co500$40.0K0.00%––
DekaBank Deutsche Girozentrale536$41.0K0.00%––
Eudaimonia Partners, LLC517$41.0K0.01%––
RMR Wealth Builders600$47.0K0.01%––
Concord Wealth Partners600$47.0K0.02%––
North Star Investment Management Corp.625$49.0K0.00%––
Ellevest, Inc.648$51.0K0.01%––
NVWM, LLC700$55.0K0.02%––
Total Clarity Wealth Management, Inc.750$59.0K0.03%––
Baystate Wealth Management LLC809$64.0K0.01%––
Bessemer Group Inc975$77.0K0.00%––
Column Capital Advisors, LLC1,000$79.0K0.02%––
Howe & Rusling Inc1,134$90.0K0.01%––
First Financial Corp1,250$99.0K0.07%––
Great West Life Assurance Co1,325$104.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)1,376$109.0K0.00%––
Ameritas Investment Partners, Inc.1,398$110.0K0.00%––
Tower Research Capital LLC (TRC)1,425$113.0K0.00%––
Cordasco Financial Network1,449$114.0K0.08%––
Citigroup Inc1,485$118.0K0.00%––
Kepos Capital LP1,541$122.0K0.01%––
Harbour Investments, Inc.1,600$126.0K0.00%––
Russell Investments Group, Ltd.1,674$132.0K0.00%––
Trustcore Financial Services, LLC2,000$158.0K0.02%––
Spire Wealth Management2,128$168.0K0.00%––
SG Americas Securities, LLC2,351$186.0K0.00%––
Bank of Montreal2,605$206.0K0.00%––
Cetera Advisor Networks LLC2,689$212.0K0.00%––
Marshall Wace, LLP2,800$221.0K0.00%––
Tortoise Capital Advisors, L.L.C.2,940$232.0K0.00%––
Verition Fund Management LLC2,934$232.0K0.00%––
McRae Capital Management Inc3,100$245.0K0.06%––
Murphy Capital Management Inc3,250$256.0K0.03%––
Commonwealth Equity Services, LLC3,267$258.0K0.00%––
Panagora Asset Management Inc3,275$259.0K0.00%––
Glenmede Trust Co NA4,000$316.0K0.00%––
Endurance Wealth Management, Inc.4,000$316.0K0.04%––
FMR LLC4,100$324.0K0.00%––
Metropolitan Life Insurance Co4,327$341.9K0.01%––
Creative Planning4,451$352.0K0.00%––
Wedbush Securities Inc4,533$358.0K0.02%––
BNP Paribas Arbitrage, SA4,676$369.5K0.00%––
Southeast Asset Advisors Inc.4,749$375.0K0.07%––
Kestra Advisory Services, LLC4,807$380.0K0.00%––
Stifel Financial Corp4,841$383.0K0.00%––
Cambridge Investment Research Advisors, Inc.5,091$402.0K0.00%––
Arizona State Retirement System5,085$402.0K0.00%––
IndexIQ Advisors LLC5,130$405.0K0.01%––
Lazard Asset Management LLC5,338$420.0K0.00%––
ETF Managers Group, LLC5,541$434.0K0.01%––
Farmers & Merchants Trust Co of Long Beach5,579$441.0K0.15%––
Steward Partners Investment Advisory, LLC5,894$465.7K0.01%––
MetLife Investment Management5,991$473.4K0.00%––
Guyasuta Investment Advisors Inc6,550$518.0K0.04%––
Victory Capital Management Inc6,655$526.0K0.00%––
Blackhill Capital Inc6,666$527.0K0.05%––
Public Employees Retirement Association of Colorado7,194$568.0K0.00%––
Mitchell McLeod Pugh & Williams Inc7,450$589.0K0.25%––
Voya Investment Management LLC7,462$590.0K0.00%––
STRS Ohio7,500$592.0K0.00%––
Parcion Private Wealth LLC8,000$632.0K0.07%––
Martingale Asset Management L P8,407$665.0K0.01%––
Private Advisor Group, LLC9,200$727.0K0.01%––
Manufacturers Life Insurance Company, The9,558$755.0K0.00%––
State Board of Administration of Florida Retirement System9,713$768.0K0.00%––
D. E. Shaw & Co., Inc.9,919$784.0K0.00%––
American International Group, Inc.9,941$786.0K0.00%––
Capital Bank & Trust Co10,000$790.0K0.01%––
Clean Yield Group10,380$820.0K0.34%––
Ameriprise Financial Inc10,719$846.0K0.00%––
Main Street Financial Solutions, LLC10,924$863.0K0.15%––
Principal Financial Group Inc11,284$891.0K0.00%––
AMP Capital Investors Ltd11,286$892.0K0.00%––
Jackson Creek Investment Advisors LLC12,023$950.0K0.33%––
American Century Companies Inc12,236$967.0K0.00%––
Krane Funds Advisors LLC12,493$987.0K0.04%––
Tealwood Asset Management Inc13,523$1.07M0.43%––
Raymond James & Associates13,936$1.10M0.00%––
The PNC Financial Services Group, Inc.13,960$1.10M0.00%––
Royal Bank of Canada14,036$1.11M0.00%––