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, Q2 2025
Institutional positions in Middlesex Water Co as of Jun 30, 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
- 217
- +5 vs. Q1 2025
- Shares held
- 13.5M
- −287.6K (−2.1%) vs. Q1 2025
- Total value
- $739.4M
- −$146.7M (−16.6%) vs. Q1 2025
- New holders
- 27
- 92 more added
- Sold out
- 22
- 54 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $109 | 0.00% | −1−33.3% | Reduced |
| Quaker Wealth Management, LLC | 3 | $163 | 0.00% | +3 | New |
| Principal Securities, Inc. | 4 | $217 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 5 | $260 | 0.00% | +5 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $271 | 0.00% | +5 | New |
| TFC Financial Management | 5 | $276 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6 | $326 | 0.00% | +6 | New |
| Ronald Blue Trust, Inc. | 7 | $379 | 0.00% | +7 | New |
| Huntington National Bank | 8 | $433 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $433 | 0.00% | +8 | New |
| IFP Advisors, Inc | 11 | $595 | 0.00% | −483−97.8% | Reduced |
| NewSquare Capital LLC | 11 | $596 | 0.00% | +11 | New |
| Farmers & Merchants Investments Inc | 12 | $650 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $650 | 0.00% | +3+33.3% | Added |
| Farther Finance Advisors, LLC | 14 | $759 | 0.00% | −76−84.4% | Reduced |
| Private Wealth Management Group, LLC | 17 | $922 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 19 | $1.04K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $1.11K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $1.19K | 0.00% | +10+83.3% | Added |
| VSM Wealth Advisory, LLC | 35 | $1.90K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 35 | $1.90K | 0.00% | +25+250.0% | Added |
| Parallel Advisors, LLC | 47 | $2.56K | 0.00% | +24+104.3% | Added |
| Bessemer Group Inc | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 57 | $3.09K | 0.00% | −17−23.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3.90K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 81 | $4.37K | 0.00% | +81 | New |
| Versant Capital Management, Inc | 97 | $5.25K | 0.00% | +97 | New |
| SJS Investment Consulting Inc. | 100 | $5.42K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 100 | $5.42K | 0.00% | +100 | New |
| Umb Bank N A | 122 | $6.61K | 0.00% | +68+125.9% | Added |
| SRS Capital Advisors, Inc. | 152 | $8.24K | 0.00% | +104+216.7% | Added |
| Smartleaf Asset Management LLC | 165 | $8.99K | 0.00% | −29−14.9% | Reduced |
| Quarry LP | 173 | $9.37K | 0.00% | +173 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 192 | $10.0K | 0.00% | +192 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 199 | $11.0K | 0.00% | −394−66.4% | Reduced |
| Harbour Investments, Inc. | 250 | $13.5K | 0.00% | −200−44.4% | Reduced |
| Hantz Financial Services, Inc. | 267 | $14.0K | 0.00% | +241+926.9% | Added |
| Rosenberg Matthew Hamilton | 265 | $14.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 272 | $14.7K | 0.00% | +120+78.9% | Added |
| TSFG, LLC | 282 | $15.0K | 0.00% | +1+0.4% | Added |
| Hanson & Doremus Investment Management | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 300 | $16.3K | 0.01% | −149−33.2% | Reduced |
| Glen Eagle Advisors, LLC | 300 | $16.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 315 | $17.0K | 0.00% | +2+0.6% | Added |
| Massmutual Trust Co FSB | 316 | $17.1K | 0.00% | +2+0.6% | Added |
| Fifth Third Bancorp | 325 | $17.6K | 0.00% | +20+6.6% | Added |
| Quantbot Technologies LP | 337 | $18.3K | 0.00% | −7,843−95.9% | Reduced |
| Signaturefd, LLC | 419 | $22.7K | 0.00% | +110+35.6% | Added |
| Sterling Capital Management LLC | 423 | $22.9K | 0.00% | +155+57.8% | Added |
| Central Trust Co | 425 | $23.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 424 | $23.1K | 0.00% | +7+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 440 | $23.8K | 0.00% | +135+44.3% | Added |
| Vega Investment Solutions | 471 | $25.5K | 0.01% | −448−48.7% | Reduced |
| Nisa Investment Advisors, LLC | 475 | $25.7K | 0.00% | −187−28.2% | Reduced |
| Clarity Asset Management, Inc. | 477 | $25.8K | 0.02% | −125−20.8% | Reduced |
| Allworth Financial LP | 539 | $29.2K | 0.00% | −13−2.4% | Reduced |
| CX Institutional | 600 | $33.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 625 | $33.9K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 777 | $42.1K | 0.02% | +4+0.5% | Added |
| Crowley Wealth Management, Inc. | 785 | $42.5K | 0.04% | +85+12.1% | Added |
| NBT Bank N A | 820 | $44.4K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 917 | $49.7K | 0.01% | +2+0.2% | Added |
| City State Bank | 967 | $52.4K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 971 | $52.6K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,186 | $64.3K | 0.01% | +1,186 | New |
| Global Retirement Partners, LLC | 1,272 | $68.9K | 0.00% | +1,272 | New |
| St Germain D J Co Inc | 1,332 | $72.2K | 0.00% | +1,332 | New |
| US Bancorp | 1,412 | $76.5K | 0.00% | +826+141.0% | Added |
| Gitterman Wealth Management, LLC | 1,566 | $84.9K | 0.02% | +1,566 | New |
| Tower Research Capital LLC (TRC) | 1,658 | $89.8K | 0.00% | −427−20.5% | Reduced |
| CWM, LLC | 1,742 | $94.0K | 0.00% | +418+31.6% | Added |
| Ameritas Investment Partners, Inc. | 1,742 | $94.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,461 | $133.3K | 0.00% | +457+22.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,465 | $133.6K | 0.02% | +2,465 | New |
| Creative Financial Designs Inc | 2,745 | $148.7K | 0.01% | +4+0.1% | Added |
| Public Employees Retirement Association of Colorado | 2,966 | $161.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 3,200 | $173.4K | 0.00% | +3,200 | New |
| KLP Kapitalforvaltning AS | 3,500 | $189.6K | 0.00% | −3,700−51.4% | Reduced |
| Armstrong Advisory Group, Inc | 3,551 | $192.4K | 0.01% | −52−1.4% | Reduced |
| GAMMA Investing LLC | 3,622 | $196.2K | 0.01% | +1,453+67.0% | Added |
| Mariner, LLC | 3,950 | $214.0K | 0.00% | −3,665−48.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,963 | $214.7K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,114 | $222.9K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 4,298 | $232.9K | 0.00% | +1,052+32.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 4,333 | $234.8K | 0.04% | +10.0% | Added |
| Dynamic Technology Lab Private Ltd | 4,506 | $244.0K | 0.03% | +4,506 | New |
| Stifel Financial Corp | 4,517 | $244.7K | 0.00% | +5+0.1% | Added |
| Clean Yield Group | 4,525 | $245.2K | 0.07% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,601 | $249.3K | 0.00% | +328+7.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,658 | $252.0K | 0.00% | +20.0% | Added |
| Cubist Systematic Strategies, LLC | 4,655 | $252.2K | 0.00% | +4,655 | New |
| Coldstream Capital Management Inc | 4,657 | $252.3K | 0.00% | +4,108+748.3% | Added |
| Cullen Capital Management LLC | 4,695 | $254.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 4,795 | $259.8K | 0.00% | +1,535+47.1% | Added |
| Advisor Group Holdings, Inc. | 4,861 | $265.2K | 0.00% | −2,625−35.1% | Reduced |
| Pictet Asset Management Holding SA | 4,939 | $267.6K | 0.00% | −865−14.9% | Reduced |
| Teton Advisors, Inc. | 5,000 | $270.9K | 0.16% | 00.0% | Unchanged |
| Voya Investment Management LLC | 5,055 | $273.9K | 0.00% | +73+1.5% | Added |
| Amalgamated Bank | 5,078 | $275.0K | 0.00% | 00.0% | Unchanged |