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 2025
Institutional positions in Middlesex Water Co as of Mar 31, 2025. 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
- 215
- +9 vs. Q4 2024
- Shares held
- 13.8M
- +331.8K (+2.5%) vs. Q4 2024
- Total value
- $886.9M
- +$176.4M (+24.8%) vs. Q4 2024
- New holders
- 33
- 57 more added
- Sold out
- 24
- 76 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 227 | $881.5M |
| Q1 2026 | 221 | $793.4M |
| Q4 2025 | 203 | $764.0M |
| Q3 2025 | 214 | $776.1M |
| Q2 2025 | 217 | $739.4M |
| Q1 2025 | 215 | $886.9M |
| Q4 2024 | 210 | $713.2M |
| Q3 2024 | 199 | $901.2M |
| Q2 2024 | 197 | $678.3M |
| Q1 2024 | 191 | $675.4M |
| Q4 2023 | 191 | $854.4M |
| Q3 2023 | 186 | $829.0M |
| Q2 2023 | 185 | $1.01B |
| Q1 2023 | 201 | $921.9M |
| Q4 2022 | 202 | $977.4M |
| Q3 2022 | 200 | $925.3M |
| Q2 2022 | 209 | $1.04B |
| Q1 2022 | 203 | $1.31B |
| Q4 2021 | 205 | $1.45B |
| Q3 2021 | 189 | $1.28B |
| Q2 2021 | 160 | $877.9M |
| Q1 2021 | 161 | $846.0M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $193 | 0.00% | −1−25.0% | Reduced |
| Stephens Consulting, LLC | 5 | $321 | 0.00% | +5 | New |
| TFC Financial Management | 5 | $325 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8 | $513 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $577 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $641 | 0.00% | −15−60.0% | Reduced |
| Farmers & Merchants Investments Inc | 12 | $769 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $770 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 19 | $1.22K | 0.00% | −5−20.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 20 | $1.30K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 23 | $1.49K | 0.00% | −58−71.6% | Reduced |
| Hantz Financial Services, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| VSM Wealth Advisory, LLC | 35 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 48 | $3.08K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 54 | $3.46K | 0.00% | −111−67.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 61 | $3.91K | 0.00% | +41+205.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $4.62K | 0.00% | −448−86.2% | Reduced |
| EverSource Wealth Advisors, LLC | 74 | $4.74K | 0.00% | +22+42.3% | Added |
| Farther Finance Advisors, LLC | 90 | $5.78K | 0.00% | +77+592.3% | Added |
| SJS Investment Consulting Inc. | 100 | $6.41K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 103 | $6.60K | 0.00% | −220−68.1% | Reduced |
| Quent Capital, LLC | 112 | $7.18K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 152 | $9.74K | 0.00% | +152 | New |
| Smartleaf Asset Management LLC | 194 | $12.3K | 0.00% | −227−53.9% | Reduced |
| Rosenberg Matthew Hamilton | 265 | $17.0K | 0.00% | +265 | New |
| Sterling Capital Management LLC | 268 | $17.2K | 0.00% | −229−46.1% | Reduced |
| TSFG, LLC | 281 | $18.0K | 0.00% | +281 | New |
| Hanson & Doremus Investment Management | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 300 | $19.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 305 | $19.6K | 0.00% | −58−16.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 305 | $19.6K | 0.00% | +2+0.7% | Added |
| Signaturefd, LLC | 309 | $19.8K | 0.00% | −102−24.8% | Reduced |
| Spire Wealth Management | 313 | $20.1K | 0.00% | −91−22.5% | Reduced |
| Massmutual Trust Co FSB | 314 | $20.1K | 0.00% | −68−17.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 495 | $24.8K | 0.00% | +495 | New |
| Jones Financial Companies LLLP | 417 | $26.5K | 0.00% | +320+329.9% | Added |
| Central Trust Co | 425 | $27.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 449 | $28.8K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 450 | $28.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 494 | $32.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 552 | $34.2K | 0.00% | +8+1.5% | Added |
| Coldstream Capital Management Inc | 549 | $35.2K | 0.00% | +549 | New |
| US Bancorp | 586 | $37.6K | 0.00% | −565−49.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 593 | $38.0K | 0.00% | −76−11.4% | Reduced |
| CX Institutional | 600 | $38.0K | 0.00% | +600 | New |
| Clarity Asset Management, Inc. | 602 | $38.6K | 0.02% | −135−18.3% | Reduced |
| North Star Investment Management Corp. | 625 | $40.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 662 | $42.4K | 0.00% | +372+128.3% | Added |
| Crowley Wealth Management, Inc. | 700 | $44.9K | 0.04% | 00.0% | Unchanged |
| Costello Asset Management, INC | 773 | $49.6K | 0.02% | +773 | New |
| NBT Bank N A | 820 | $52.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 915 | $58.7K | 0.01% | +2+0.2% | Added |
| Ostrum Asset Management | 919 | $58.9K | 0.00% | −1,404−60.4% | Reduced |
| Vega Investment Solutions | 919 | $58.9K | 0.01% | +919 | New |
| City State Bank | 967 | $62.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 971 | $62.2K | 0.00% | −5,023−83.8% | Reduced |
| KBC Group NV | 1,047 | $67.0K | 0.00% | +86+8.9% | Added |
| CWM, LLC | 1,324 | $85.0K | 0.00% | −23−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,742 | $111.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,004 | $128.5K | 0.00% | +1,825+1,019.6% | Added |
| Tower Research Capital LLC (TRC) | 2,085 | $133.6K | 0.00% | −4,673−69.1% | Reduced |
| GAMMA Investing LLC | 2,169 | $139.0K | 0.01% | +125+6.1% | Added |
| Creative Financial Designs Inc | 2,741 | $175.7K | 0.01% | −602−18.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,891 | $185.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,603 | $189.6K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,966 | $190.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,170 | $203.2K | 0.01% | +3,170 | New |
| Bank of Montreal | 3,246 | $208.1K | 0.00% | −4,228−56.6% | Reduced |
| Crestwood Advisors Group LLC | 3,250 | $208.3K | 0.00% | +3,250 | New |
| Creative Planning | 3,260 | $209.0K | 0.00% | −4,460−57.8% | Reduced |
| BNP Paribas Arbitrage, SA | 3,590 | $230.1K | 0.00% | −756−17.4% | Reduced |
| Victory Capital Management Inc | 3,707 | $237.6K | 0.00% | +3,707 | New |
| CIBC World Markets Corp | 3,920 | $251.3K | 0.00% | +3,920 | New |
| Police & Firemen's Retirement System of New Jersey | 3,963 | $254.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,114 | $263.7K | 0.01% | −100−2.4% | Reduced |
| Cable Hill Partners, LLC | 4,293 | $271.0K | 0.03% | +413+10.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,273 | $273.9K | 0.00% | +461+12.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,332 | $277.7K | 0.06% | +20.0% | Added |
| State of Tennessee, Treasury Department | 4,351 | $278.9K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,512 | $289.2K | 0.00% | +71+1.6% | Added |
| Clean Yield Group | 4,525 | $290.1K | 0.09% | −2,400−34.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,656 | $298.0K | 0.00% | +20.0% | Added |
| Ellevest, Inc. | 4,662 | $298.8K | 0.02% | −1,733−27.1% | Reduced |
| AQR Capital Management LLC | 4,671 | $299.4K | 0.00% | −275−5.6% | Reduced |
| Cullen Capital Management LLC | 4,695 | $300.9K | 0.00% | +395+9.2% | Added |
| Voya Investment Management LLC | 4,982 | $319.3K | 0.00% | −629−11.2% | Reduced |
| Teton Advisors, Inc. | 5,000 | $320.5K | 0.20% | 00.0% | Unchanged |
| Amalgamated Bank | 5,078 | $325.0K | 0.00% | −134−2.6% | Reduced |
| Arizona State Retirement System | 5,073 | $325.2K | 0.00% | −87−1.7% | Reduced |
| Kestra Advisory Services, LLC | 5,142 | $329.6K | 0.00% | −487−8.7% | Reduced |
| Maryland State Retirement & Pension System | 5,234 | $335.5K | 0.01% | −787−13.1% | Reduced |
| Gotham Asset Management, LLC | 5,238 | $335.8K | 0.00% | +5,238 | New |
| CWM Advisors, LLC | 5,363 | $343.8K | 0.04% | −2,270−29.7% | Reduced |
| Janney Montgomery Scott LLC | 5,384 | $345.0K | 0.00% | −190−3.4% | Reduced |
| New York State Common Retirement Fund | 5,548 | $355.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 5,579 | $357.6K | 0.09% | 00.0% | Unchanged |