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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 7,316 | $469.0K | 0.00% | +7,316 | New |
| KLP Kapitalforvaltning AS | 7,200 | $461.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,080 | $454.0K | 0.00% | −2,515−26.2% | Reduced |
| Blackhill Capital Inc | 6,666 | $427.3K | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,603 | $423.3K | 0.00% | −90−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 6,394 | $409.9K | 0.00% | −2,025−24.1% | Reduced |
| Comerica Bank | 6,376 | $408.7K | 0.00% | −1,161−15.4% | Reduced |
| Guyasuta Investment Advisors Inc | 6,000 | $384.6K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,911 | $378.9K | 0.00% | +5,911 | New |
| Pictet Asset Management Holding SA | 5,804 | $372.0K | 0.00% | +795+15.9% | Added |
| State Board of Administration of Florida Retirement System | 5,783 | $370.7K | 0.00% | +992+20.7% | Added |
| FMR LLC | 5,771 | $369.9K | 0.00% | −4,883−45.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,699 | $365.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,609 | $359.0K | 0.00% | −1,009−15.2% | Reduced |
| Versor Investments LP | 5,600 | $359.0K | 0.06% | +5,600 | New |
| Farmers & Merchants Trust Co of Long Beach | 5,579 | $357.6K | 0.09% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,548 | $355.6K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,384 | $345.0K | 0.00% | −190−3.4% | Reduced |
| CWM Advisors, LLC | 5,363 | $343.8K | 0.04% | −2,270−29.7% | Reduced |
| Gotham Asset Management, LLC | 5,238 | $335.8K | 0.00% | +5,238 | New |
| Maryland State Retirement & Pension System | 5,234 | $335.5K | 0.01% | −787−13.1% | Reduced |
| Kestra Advisory Services, LLC | 5,142 | $329.6K | 0.00% | −487−8.7% | Reduced |
| Arizona State Retirement System | 5,073 | $325.2K | 0.00% | −87−1.7% | Reduced |
| Amalgamated Bank | 5,078 | $325.0K | 0.00% | −134−2.6% | Reduced |
| Teton Advisors, Inc. | 5,000 | $320.5K | 0.20% | 00.0% | Unchanged |
| Voya Investment Management LLC | 4,982 | $319.3K | 0.00% | −629−11.2% | Reduced |
| Cullen Capital Management LLC | 4,695 | $300.9K | 0.00% | +395+9.2% | Added |
| AQR Capital Management LLC | 4,671 | $299.4K | 0.00% | −275−5.6% | Reduced |
| Ellevest, Inc. | 4,662 | $298.8K | 0.02% | −1,733−27.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,656 | $298.0K | 0.00% | +20.0% | Added |
| Clean Yield Group | 4,525 | $290.1K | 0.09% | −2,400−34.7% | Reduced |
| Stifel Financial Corp | 4,512 | $289.2K | 0.00% | +71+1.6% | Added |
| State of Tennessee, Treasury Department | 4,351 | $278.9K | 0.00% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 4,332 | $277.7K | 0.06% | +20.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,273 | $273.9K | 0.00% | +461+12.1% | Added |
| Cable Hill Partners, LLC | 4,293 | $271.0K | 0.03% | +413+10.6% | Added |
| Oregon Public Employees Retirement Fund | 4,114 | $263.7K | 0.01% | −100−2.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,963 | $254.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 3,920 | $251.3K | 0.00% | +3,920 | New |
| Victory Capital Management Inc | 3,707 | $237.6K | 0.00% | +3,707 | New |
| BNP Paribas Arbitrage, SA | 3,590 | $230.1K | 0.00% | −756−17.4% | Reduced |
| Creative Planning | 3,260 | $209.0K | 0.00% | −4,460−57.8% | Reduced |
| Crestwood Advisors Group LLC | 3,250 | $208.3K | 0.00% | +3,250 | New |
| Bank of Montreal | 3,246 | $208.1K | 0.00% | −4,228−56.6% | Reduced |
| Meeder Asset Management Inc | 3,170 | $203.2K | 0.01% | +3,170 | New |
| Public Employees Retirement Association of Colorado | 2,966 | $190.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,603 | $189.6K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,891 | $185.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,741 | $175.7K | 0.01% | −602−18.0% | Reduced |
| GAMMA Investing LLC | 2,169 | $139.0K | 0.01% | +125+6.1% | Added |
| Tower Research Capital LLC (TRC) | 2,085 | $133.6K | 0.00% | −4,673−69.1% | Reduced |
| Bokf, NA | 2,004 | $128.5K | 0.00% | +1,825+1,019.6% | Added |
| Ameritas Investment Partners, Inc. | 1,742 | $111.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,324 | $85.0K | 0.00% | −23−1.7% | Reduced |
| KBC Group NV | 1,047 | $67.0K | 0.00% | +86+8.9% | Added |
| Steward Partners Investment Advisory, LLC | 971 | $62.2K | 0.00% | −5,023−83.8% | Reduced |
| City State Bank | 967 | $62.0K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 919 | $58.9K | 0.00% | −1,404−60.4% | Reduced |
| Vega Investment Solutions | 919 | $58.9K | 0.01% | +919 | New |
| Concord Wealth Partners | 915 | $58.7K | 0.01% | +2+0.2% | Added |
| NBT Bank N A | 820 | $52.6K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 773 | $49.6K | 0.02% | +773 | New |
| Crowley Wealth Management, Inc. | 700 | $44.9K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 662 | $42.4K | 0.00% | +372+128.3% | Added |
| North Star Investment Management Corp. | 625 | $40.1K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 602 | $38.6K | 0.02% | −135−18.3% | 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 |
| US Bancorp | 586 | $37.6K | 0.00% | −565−49.1% | Reduced |
| Coldstream Capital Management Inc | 549 | $35.2K | 0.00% | +549 | New |
| Allworth Financial LP | 552 | $34.2K | 0.00% | +8+1.5% | Added |
| IFP Advisors, Inc | 494 | $32.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 450 | $28.8K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 449 | $28.8K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 425 | $27.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 417 | $26.5K | 0.00% | +320+329.9% | Added |
| Aster Capital Management (DIFC) Ltd | 495 | $24.8K | 0.00% | +495 | New |
| Massmutual Trust Co FSB | 314 | $20.1K | 0.00% | −68−17.8% | Reduced |
| Spire Wealth Management | 313 | $20.1K | 0.00% | −91−22.5% | Reduced |
| Signaturefd, LLC | 309 | $19.8K | 0.00% | −102−24.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 305 | $19.6K | 0.00% | +2+0.7% | Added |
| Fifth Third Bancorp | 305 | $19.6K | 0.00% | −58−16.0% | Reduced |
| Glen Eagle Advisors, LLC | 300 | $19.2K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 281 | $18.0K | 0.00% | +281 | New |
| Sterling Capital Management LLC | 268 | $17.2K | 0.00% | −229−46.1% | Reduced |
| Rosenberg Matthew Hamilton | 265 | $17.0K | 0.00% | +265 | New |
| Smartleaf Asset Management LLC | 194 | $12.3K | 0.00% | −227−53.9% | Reduced |
| Skopos Labs, Inc. | 152 | $9.74K | 0.00% | +152 | New |
| Quent Capital, LLC | 112 | $7.18K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 103 | $6.60K | 0.00% | −220−68.1% | Reduced |
| SJS Investment Consulting Inc. | 100 | $6.41K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 90 | $5.78K | 0.00% | +77+592.3% | Added |
| EverSource Wealth Advisors, LLC | 74 | $4.74K | 0.00% | +22+42.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $4.62K | 0.00% | −448−86.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 61 | $3.91K | 0.00% | +41+205.0% | Added |
| Umb Bank N A | 54 | $3.46K | 0.00% | −111−67.3% | Reduced |
| SRS Capital Advisors, Inc. | 48 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 35 | $2.24K | 0.00% | 00.0% | Unchanged |