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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, Q3 2022

Institutional positions in Middlesex Water Co as of Sep 30, 2022. 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
200
−7 vs. Q2 2022
Shares held
11.9M
+157.5K (+1.3%) vs. Q2 2022
Total value
$925.3M
−$111.0M (−10.7%) vs. Q2 2022
New holders
21
60 more added
Sold out
28
63 more reduced

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 holdersQ3 2022: 200 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 heldQ3 2022: $925.3M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q2 2022.

Institutions holding MSEX in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Marshall Wace, LLP0$00.00%−23,962−100.0%Sold out
Ergoteles LLC0$00.00%−17,841−100.0%Sold out
HRT Financial LP0$00.00%−17,798−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−13,187−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−11,199−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−8,614−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−7,156−100.0%Sold out
Wellington Management Group LLP0$00.00%−6,517−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−6,330−100.0%Sold out
Beacon Investment Advisory Services, Inc.0$00.00%−4,678−100.0%Sold out
Old Mission Capital LLC0$00.00%−4,440−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−4,367−100.0%Sold out
Tortoise Index Solutions, LLC0$00.00%−4,367−100.0%Sold out
AQR Capital Management LLC0$00.00%−4,279−100.0%Sold out
Janus Henderson Group PLC0$00.00%−3,543−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−3,338−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−2,697−100.0%Sold out
Regentatlantic Capital LLC0$00.00%−2,528−100.0%Sold out
Gamco Investors, Inc. Et Al0$00.00%−2,350−100.0%Sold out
American Portfolios Advisors0$00.00%−1,542−100.0%Sold out
Concord Wealth Partners0$00.00%−899−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−750−100.0%Sold out
Captrust Financial Advisors0$00.00%−664−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−264−100.0%Sold out
Heritage Financial Services, LLC0$00.00%−270−100.0%Sold out
Vectors Research Management, LLC0$00.00%−215−100.0%Sold out
PEAK6 Investments LLC0$00.00%−166−100.0%Sold out
Steward Financial Group LLC0$00.00%−1−100.0%Sold out
Murphy Capital Management Inc––––Not filed
Cordasco Financial Network––––Not filed