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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
Wedbush Securities Inc4,533$358.0K0.02%––
Creative Planning4,451$352.0K0.00%––
Metropolitan Life Insurance Co4,327$341.9K0.01%––
FMR LLC4,100$324.0K0.00%––
Glenmede Trust Co NA4,000$316.0K0.00%––
Endurance Wealth Management, Inc.4,000$316.0K0.04%––
Panagora Asset Management Inc3,275$259.0K0.00%––
Commonwealth Equity Services, LLC3,267$258.0K0.00%––
Murphy Capital Management Inc3,250$256.0K0.03%––
McRae Capital Management Inc3,100$245.0K0.06%––
Tortoise Capital Advisors, L.L.C.2,940$232.0K0.00%––
Verition Fund Management LLC2,934$232.0K0.00%––
Marshall Wace, LLP2,800$221.0K0.00%––
Cetera Advisor Networks LLC2,689$212.0K0.00%––
Bank of Montreal2,605$206.0K0.00%––
SG Americas Securities, LLC2,351$186.0K0.00%––
Spire Wealth Management2,128$168.0K0.00%––
Trustcore Financial Services, LLC2,000$158.0K0.02%––
Russell Investments Group, Ltd.1,674$132.0K0.00%––
Harbour Investments, Inc.1,600$126.0K0.00%––
Kepos Capital LP1,541$122.0K0.01%––
Citigroup Inc1,485$118.0K0.00%––
Cordasco Financial Network1,449$114.0K0.08%––
Tower Research Capital LLC (TRC)1,425$113.0K0.00%––
Ameritas Investment Partners, Inc.1,398$110.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)1,376$109.0K0.00%––
Great West Life Assurance Co1,325$104.0K0.00%––
First Financial Corp1,250$99.0K0.07%––
Howe & Rusling Inc1,134$90.0K0.01%––
Column Capital Advisors, LLC1,000$79.0K0.02%––
Bessemer Group Inc975$77.0K0.00%––
Baystate Wealth Management LLC809$64.0K0.01%––
Total Clarity Wealth Management, Inc.750$59.0K0.03%––
NVWM, LLC700$55.0K0.02%––
Ellevest, Inc.648$51.0K0.01%––
North Star Investment Management Corp.625$49.0K0.00%––
RMR Wealth Builders600$47.0K0.01%––
Concord Wealth Partners600$47.0K0.02%––
DekaBank Deutsche Girozentrale536$41.0K0.00%––
Eudaimonia Partners, LLC517$41.0K0.01%––
Central Trust Co500$40.0K0.00%––
Captrust Financial Advisors364$29.0K0.00%––
Sargent Bickham Lagudis LLC370$29.0K0.00%––
Vectors Research Management, LLC335$26.0K0.01%––
Allworth Financial LP300$24.0K0.00%––
Glen Eagle Advisors, LLC300$23.7K0.01%––
Macquarie Group Ltd256$20.0K0.00%––
ShoreHaven Wealth Partners, LLC253$20.0K0.01%––
Baldwin Brothers Inc200$16.0K0.00%––
US Bancorp194$15.0K0.00%––
GPS Wealth Strategies Group, LLC170$13.0K0.00%––
Proequities, Inc.150$12.0K0.00%––
ClariVest Asset Management LLC148$12.0K0.00%––
O'Shaughnessy Asset Management, LLC72$6.00K0.00%––
Signaturefd, LLC81$6.00K0.00%––
International Assets Investment Management, LLC51$4.00K0.00%––
Nisa Investment Advisors, LLC20$2.00K0.00%––
Simplex Trading, LLC30$2.00K0.00%––
Parallel Advisors, LLC22$2.00K0.00%––
Raffa Wealth Management, LLC14$1.11K0.00%––
Quadrant Capital Group LLC8$1.00K0.00%––