Middlesex Water Co

MSEX

Exchange: Nasdaq
Industry: Water Supply
SEC CIK: 0000066004

SEC filings (opens in a new tab)

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

Q3 2024 vs. Q2 2024

How the institutions holding Middlesex Water Co changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of MSEX: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	197	1	199	+3
Shares	13.0M	3.36M	13.8M	+4.20M (+43.7%)
Value	$678.3M	$175.6M	$901.2M	+$398.5M (+79.3%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (23)

Institutions that held Middlesex Water Co at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to MSEX in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	3,349,272	$218.5M	0.00%
Davy Global Fund Management Ltd	21,333	$1.39M	0.14%
Eschler Asset Management LLP	7,256	$473.4K	0.71%
Ellevest, Inc.	6,162	$402.0K	0.02%
Cable Hill Partners, LLC	4,477	$292.1K	0.03%
Intech Investment Management LLC	4,161	$271.5K	0.00%
Pictet Asset Management Holding SA	3,817	$249.0K	0.00%
Everence Capital Management Inc	3,520	$230.0K	0.01%
Victory Capital Management Inc	3,525	$230.0K	0.00%
Wealth Enhancement Advisory Services, LLC	3,453	$225.3K	0.00%
Balyasny Asset Management LLC	3,330	$217.2K	0.00%
Crestwood Advisors Group LLC	3,219	$210.0K	0.00%
NBT Bank N A	820	$53.5K	0.00%
Danske Bank A/S	300	$19.6K	0.00%
Bokf, NA	179	$11.3K	0.00%
SJS Investment Consulting Inc.	100	$6.52K	0.00%
Jones Financial Companies LLLP	96	$6.22K	0.00%
Bessemer Group Inc	73	$5.00K	0.00%
Sterling Capital Management LLC	57	$3.72K	0.00%
Versant Capital Management, Inc	51	$3.33K	0.00%
Ronald Blue Trust, Inc.	35	$1.83K	0.00%
TFC Financial Management	5	$327	0.00%
Mendota Financial Group, LLC	2	$131	0.00%

Sold out (20)

Institutions that held Middlesex Water Co at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of MSEX in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Qube Research & Technologies Ltd	69,635	$3.64M
Walleye Capital LLC	44,792	$2.34M
Zimmer Partners, LP	37,738	$1.97M
Voloridge Investment Management, LLC	21,360	$1.12M
Two Sigma Investments, LP	12,303	$643.0K
CenterBook Partners LP	11,900	$621.9K
UniSuper Management Pty Ltd	8,642	$451.6K
Millennium Management LLC	8,349	$436.3K
Quantbot Technologies LP	7,877	$411.7K
XTX Topco Ltd	5,648	$295.2K
Verition Fund Management LLC	5,280	$275.9K
HRT Financial LP	5,257	$274.0K
ExodusPoint Capital Management, LP	5,108	$267.0K
Two Sigma Advisers, LP	4,600	$240.4K
Campbell & CO Investment Adviser LLC	3,999	$209.0K
Wedbush Securities Inc	3,902	$204.0K
Aquatic Capital Management LLC	2,800	$146.3K
Catalyst Funds Management Pty Ltd	760	$39.7K
International Assets Investment Management, LLC	51	$2.67K
Innealta Capital, LLC	3	$157

Not filed for Q3 2024 yet (1)

Institutions that held Middlesex Water Co at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSEX in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	3,360,935	$175.6M