Skip to main content

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 2024

Institutional positions in Middlesex Water Co as of Dec 31, 2024. 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
210
+12 vs. Q3 2024
Shares held
13.6M
−255.7K (−1.9%) vs. Q3 2024
Total value
$713.2M
−$187.4M (−20.8%) vs. Q3 2024
New holders
29
70 more added
Sold out
17
59 more reduced

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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 2024: 210 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 2024: $713.2M
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 2024

Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q3 2024.

Institutions holding MSEX in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd2$00.00%00.0%Unchanged
SBI Securities Co., Ltd.1$530.00%+1New
Abound Wealth Management4$2110.00%00.0%Unchanged
TFC Financial Management5$2650.00%00.0%Unchanged
Huntington National Bank8$4210.00%+8New
Larson Financial Group LLC9$4740.00%+5+125.0%Added
Farmers & Merchants Investments Inc12$6320.00%00.0%Unchanged
Parkside Financial Bank & Trust12$6320.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC12$6320.00%+12New
Farther Finance Advisors, LLC13$6840.00%−5−27.8%Reduced
Private Wealth Management Group, LLC17$8950.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd20$1.05K0.00%+20New
GPS Wealth Strategies Group, LLC20$1.06K0.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.22$1.13K0.00%+22New
Vermillion Wealth Management, Inc.24$1.26K0.00%+24New
Rothschild Investment LLC25$1.32K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC35$1.84K0.00%+35New
High Note Wealth, LLC41$2.16K0.00%+41New
SRS Capital Advisors, Inc.48$2.53K0.00%00.0%Unchanged
Tributary Capital Management, LLC50$2.63K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC52$2.74K0.00%+11+26.8%Added
Bessemer Group Inc53$3.00K0.00%−20−27.4%Reduced
Parallel Advisors, LLC81$4.28K0.00%+6+8.0%Added
Jones Financial Companies LLLP97$5.09K0.00%+1+1.0%Added
SJS Investment Consulting Inc.100$5.26K0.00%00.0%Unchanged
Quent Capital, LLC112$5.89K0.00%00.0%Unchanged
Umb Bank N A165$8.68K0.00%+108+189.5%Added
Bokf, NA179$8.75K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC171$9.00K0.00%−14−7.6%Reduced
Versant Capital Management, Inc221$11.6K0.00%+170+333.3%Added
R Squared Ltd240$12.6K0.01%+240New
Nisa Investment Advisors, LLC290$15.3K0.00%+13+4.7%Added
Glen Eagle Advisors, LLC300$15.8K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co303$16.0K0.00%+1+0.3%Added
Hanson & Doremus Investment Management300$16.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC323$17.0K0.00%00.0%Unchanged
Fifth Third Bancorp363$19.1K0.00%−1−0.3%Reduced
Massmutual Trust Co FSB382$20.1K0.00%+22+6.1%Added
Spire Wealth Management404$21.3K0.00%−602−59.8%Reduced
Signaturefd, LLC411$21.6K0.00%−15−3.5%Reduced
Central Trust Co425$22.4K0.00%00.0%Unchanged
Smartleaf Asset Management LLC421$22.4K0.00%+201+91.4%Added
PFS Partners, LLC449$23.6K0.01%00.0%Unchanged
Harbour Investments, Inc.450$23.7K0.00%00.0%Unchanged
Sterling Capital Management LLC497$26.2K0.00%+440+771.9%Added
Allworth Financial LP544$26.6K0.00%+500+1,136.4%Added
IFP Advisors, Inc494$26.6K0.00%−6−1.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.520$26.9K0.00%+473+1,006.4%Added
North Star Investment Management Corp.625$32.9K0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S669$35.0K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.700$36.8K0.03%+700New
Clarity Asset Management, Inc.737$38.8K0.03%+4+0.5%Added
NBT Bank N A820$43.2K0.00%00.0%Unchanged
Concord Wealth Partners913$48.0K0.01%+2+0.2%Added
City State Bank967$50.9K0.02%00.0%Unchanged
KBC Group NV961$51.0K0.00%−254,409−99.6%Reduced
Pathway Financial Advisers, LLC995$52.3K0.02%+1+0.1%Added
US Bancorp1,151$60.6K0.00%+26+2.3%Added
Global Retirement Partners, LLC1,272$67.0K0.00%−234−15.5%Reduced
St Germain D J Co Inc1,332$70.1K0.00%00.0%Unchanged
CWM, LLC1,347$71.0K0.00%−34−2.5%Reduced
Natixis Investment Managers International1,361$71.6K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.1,742$91.7K0.00%00.0%Unchanged
GAMMA Investing LLC2,044$107.6K0.01%−2−0.1%Reduced
Ostrum Asset Management2,323$122.3K0.01%+1,588+216.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)2,891$152.2K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado2,966$156.0K0.00%00.0%Unchanged
Creative Financial Designs Inc3,343$176.0K0.01%−893−21.1%Reduced
Armstrong Advisory Group, Inc3,603$189.6K0.02%−513−12.5%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys3,812$200.6K0.00%+10.0%Added
Cable Hill Partners, LLC3,880$204.2K0.02%−597−13.3%Reduced
Police & Firemen's Retirement System of New Jersey3,963$208.6K0.00%+3,963New
Quadrant Capital Group LLC4,081$214.8K0.01%−96−2.3%Reduced
Oregon Public Employees Retirement Fund4,214$221.8K0.00%00.0%Unchanged
Cullen Capital Management LLC4,300$226.3K0.00%−423−9.0%Reduced
Mitchell McLeod Pugh & Williams Inc4,330$227.9K0.05%+10.0%Added
BNP Paribas Arbitrage, SA4,346$228.7K0.00%−2,947−40.4%Reduced
State of Tennessee, Treasury Department4,351$229.0K0.00%−3,593−45.2%Reduced
Stifel Financial Corp4,441$233.7K0.00%+13+0.3%Added
Cambridge Investment Research Advisors, Inc.4,654$245.0K0.00%+318+7.3%Added
Glenmede Trust Co NA4,744$249.7K0.00%+140+3.0%Added
Southeast Asset Advisors Inc.4,749$249.9K0.03%00.0%Unchanged
State Board of Administration of Florida Retirement System4,791$252.2K0.00%00.0%Unchanged
AQR Capital Management LLC4,946$260.3K0.00%+4,946New
Teton Advisors, Inc.5,000$263.1K0.13%00.0%Unchanged
Pictet Asset Management Holding SA5,009$263.6K0.00%+1,192+31.2%Added
Arizona State Retirement System5,160$271.6K0.00%+26+0.5%Added
Quadrature Capital Ltd5,168$272.0K0.01%+5,168New
Amalgamated Bank5,212$274.0K0.00%−47−0.9%Reduced
New York State Common Retirement Fund5,548$292.0K0.00%00.0%Unchanged
Janney Montgomery Scott LLC5,574$293.0K0.00%−171−3.0%Reduced
Farmers & Merchants Trust Co of Long Beach5,579$293.6K0.07%00.0%Unchanged
Voya Investment Management LLC5,611$295.3K0.00%−425−7.0%Reduced
Kestra Advisory Services, LLC5,629$296.3K0.00%−125−2.2%Reduced
Teachers Retirement System of the State of Kentucky5,699$300.0K0.00%00.0%Unchanged
Dynamic Technology Lab Private Ltd5,730$302.0K0.05%+5,730New
Steward Partners Investment Advisory, LLC5,994$315.5K0.00%00.0%Unchanged
Guyasuta Investment Advisors Inc6,000$315.8K0.02%00.0%Unchanged
Maryland State Retirement & Pension System6,021$316.9K0.01%00.0%Unchanged
Ellevest, Inc.6,395$336.6K0.02%+233+3.8%Added