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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, Q4 2021

Institutional positions in Middlesex Water Co as of Dec 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
205
+18 vs. Q3 2021
Shares held
12.0M
−297.4K (−2.4%) vs. Q3 2021
Total value
$1.45B
+$177.3M (+13.9%) vs. Q3 2021
New holders
35
61 more added
Sold out
17
66 more reduced

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: 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.

Institutional holdersQ4 2021: 205 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 heldQ4 2021: $1.45B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q3 2021.

Institutions holding MSEX in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
State Street Corp571,282$68.7M0.00%−6,536−1.1%Reduced
Pictet Asset Management SA636,883$76.6M0.08%+188,479+42.0%Added
Vanguard Group Inc1,290,969$155.3M0.00%−772−0.1%Reduced
Price T Rowe Associates Inc1,509,295$181.6M0.02%−127,573−7.8%Reduced
BlackRock Inc.2,746,370$330.4M0.01%−98,972−3.5%Reduced
Impax Asset Management Group plc0$00.00%−87,879−100.0%Sold out
American Century Companies Inc0$00.00%−24,588−100.0%Sold out
Lazard Asset Management LLC0$00.00%−21,791−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−14,753−100.0%Sold out
Summit Global Investments0$00.00%−8,900−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−5,399−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−4,390−100.0%Sold out
BBR Partners, LLC0$00.00%−4,169−100.0%Sold out
Engineers Gate Manager LP0$00.00%−3,680−100.0%Sold out
Gateway Advisory, LLC0$00.00%−2,219−100.0%Sold out
Jump Financial, LLC0$00.00%−2,091−100.0%Sold out
DekaBank Deutsche Girozentrale0$00.00%−517−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−170−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−72−100.0%Sold out
Fifth Third Bancorp0$00.00%−28−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−4−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−1−100.0%Sold out
Landsberg, Bennett, & Dubbaneh LLC––––Not filed
Marshall Wace North America L.P.––––Not filed