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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 6,603 | $357.8K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 6,602 | $357.7K | 0.00% | +208+3.3% | Added |
| State of Tennessee, Treasury Department | 6,597 | $357.4K | 0.00% | +2,246+51.6% | Added |
| Comerica Bank | 6,490 | $351.6K | 0.00% | +114+1.8% | Added |
| Royal Bank of Canada | 6,148 | $333.0K | 0.00% | +539+9.6% | Added |
| Ballentine Partners, LLC | 6,032 | $326.8K | 0.00% | +6,032 | New |
| Guyasuta Investment Advisors Inc | 6,000 | $325.1K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,911 | $320.3K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 5,699 | $309.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,643 | $305.7K | 0.00% | +405+7.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,579 | $302.3K | 0.06% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,548 | $300.6K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,440 | $294.7K | 0.00% | −6,115−52.9% | Reduced |
| Maryland State Retirement & Pension System | 5,234 | $283.6K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 5,222 | $282.9K | 0.00% | +149+2.9% | Added |
| Janney Montgomery Scott LLC | 5,189 | $281.0K | 0.00% | −195−3.6% | Reduced |
| Kestra Advisory Services, LLC | 5,172 | $280.2K | 0.00% | +30+0.6% | Added |
| Amalgamated Bank | 5,078 | $275.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 5,055 | $273.9K | 0.00% | +73+1.5% | Added |
| Teton Advisors, Inc. | 5,000 | $270.9K | 0.16% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 4,939 | $267.6K | 0.00% | −865−14.9% | Reduced |
| Advisor Group Holdings, Inc. | 4,861 | $265.2K | 0.00% | −2,625−35.1% | Reduced |
| Creative Planning | 4,795 | $259.8K | 0.00% | +1,535+47.1% | Added |
| Cullen Capital Management LLC | 4,695 | $254.4K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,657 | $252.3K | 0.00% | +4,108+748.3% | Added |
| Cubist Systematic Strategies, LLC | 4,655 | $252.2K | 0.00% | +4,655 | New |
| Cambridge Investment Research Advisors, Inc. | 4,658 | $252.0K | 0.00% | +20.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,601 | $249.3K | 0.00% | +328+7.7% | Added |
| Clean Yield Group | 4,525 | $245.2K | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,517 | $244.7K | 0.00% | +5+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 4,506 | $244.0K | 0.03% | +4,506 | New |
| Mitchell McLeod Pugh & Williams Inc | 4,333 | $234.8K | 0.04% | +10.0% | Added |
| Bank of Montreal | 4,298 | $232.9K | 0.00% | +1,052+32.4% | Added |
| Oregon Public Employees Retirement Fund | 4,114 | $222.9K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,963 | $214.7K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 3,950 | $214.0K | 0.00% | −3,665−48.1% | Reduced |
| GAMMA Investing LLC | 3,622 | $196.2K | 0.01% | +1,453+67.0% | Added |
| Armstrong Advisory Group, Inc | 3,551 | $192.4K | 0.01% | −52−1.4% | Reduced |
| KLP Kapitalforvaltning AS | 3,500 | $189.6K | 0.00% | −3,700−51.4% | Reduced |
| Point72 Asset Management, L.P. | 3,200 | $173.4K | 0.00% | +3,200 | New |
| Public Employees Retirement Association of Colorado | 2,966 | $161.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,745 | $148.7K | 0.01% | +4+0.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,465 | $133.6K | 0.02% | +2,465 | New |
| Bokf, NA | 2,461 | $133.3K | 0.00% | +457+22.8% | Added |
| Ameritas Investment Partners, Inc. | 1,742 | $94.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,742 | $94.0K | 0.00% | +418+31.6% | Added |
| Tower Research Capital LLC (TRC) | 1,658 | $89.8K | 0.00% | −427−20.5% | Reduced |
| Gitterman Wealth Management, LLC | 1,566 | $84.9K | 0.02% | +1,566 | New |
| US Bancorp | 1,412 | $76.5K | 0.00% | +826+141.0% | Added |
| St Germain D J Co Inc | 1,332 | $72.2K | 0.00% | +1,332 | New |
| Global Retirement Partners, LLC | 1,272 | $68.9K | 0.00% | +1,272 | New |
| Point72 (DIFC) Ltd | 1,186 | $64.3K | 0.01% | +1,186 | New |
| Steward Partners Investment Advisory, LLC | 971 | $52.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 967 | $52.4K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 917 | $49.7K | 0.01% | +2+0.2% | Added |
| NBT Bank N A | 820 | $44.4K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 785 | $42.5K | 0.04% | +85+12.1% | Added |
| Costello Asset Management, INC | 777 | $42.1K | 0.02% | +4+0.5% | Added |
| North Star Investment Management Corp. | 625 | $33.9K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 600 | $33.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 539 | $29.2K | 0.00% | −13−2.4% | Reduced |
| Clarity Asset Management, Inc. | 477 | $25.8K | 0.02% | −125−20.8% | Reduced |
| Nisa Investment Advisors, LLC | 475 | $25.7K | 0.00% | −187−28.2% | Reduced |
| Vega Investment Solutions | 471 | $25.5K | 0.01% | −448−48.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 440 | $23.8K | 0.00% | +135+44.3% | Added |
| Jones Financial Companies LLLP | 424 | $23.1K | 0.00% | +7+1.7% | Added |
| Central Trust Co | 425 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 423 | $22.9K | 0.00% | +155+57.8% | Added |
| Signaturefd, LLC | 419 | $22.7K | 0.00% | +110+35.6% | Added |
| Quantbot Technologies LP | 337 | $18.3K | 0.00% | −7,843−95.9% | Reduced |
| Fifth Third Bancorp | 325 | $17.6K | 0.00% | +20+6.6% | Added |
| Massmutual Trust Co FSB | 316 | $17.1K | 0.00% | +2+0.6% | Added |
| Spire Wealth Management | 315 | $17.0K | 0.00% | +2+0.6% | Added |
| PFS Partners, LLC | 300 | $16.3K | 0.01% | −149−33.2% | Reduced |
| Glen Eagle Advisors, LLC | 300 | $16.3K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 282 | $15.0K | 0.00% | +1+0.4% | Added |
| Skopos Labs, Inc. | 272 | $14.7K | 0.00% | +120+78.9% | Added |
| Rosenberg Matthew Hamilton | 265 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 267 | $14.0K | 0.00% | +241+926.9% | Added |
| Harbour Investments, Inc. | 250 | $13.5K | 0.00% | −200−44.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 199 | $11.0K | 0.00% | −394−66.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 192 | $10.0K | 0.00% | +192 | New |
| Quarry LP | 173 | $9.37K | 0.00% | +173 | New |
| Smartleaf Asset Management LLC | 165 | $8.99K | 0.00% | −29−14.9% | Reduced |
| SRS Capital Advisors, Inc. | 152 | $8.24K | 0.00% | +104+216.7% | Added |
| Umb Bank N A | 122 | $6.61K | 0.00% | +68+125.9% | Added |
| SJS Investment Consulting Inc. | 100 | $5.42K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 100 | $5.42K | 0.00% | +100 | New |
| Versant Capital Management, Inc | 97 | $5.25K | 0.00% | +97 | New |
| Twin Peaks Wealth Advisors, LLC | 81 | $4.37K | 0.00% | +81 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3.90K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 57 | $3.09K | 0.00% | −17−23.0% | Reduced |
| Bessemer Group Inc | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 47 | $2.56K | 0.00% | +24+104.3% | 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 |
| Parkside Financial Bank & Trust | 22 | $1.19K | 0.00% | +10+83.3% | Added |
| GPS Wealth Strategies Group, LLC | 20 | $1.11K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 19 | $1.04K | 0.00% | 00.0% | Unchanged |