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 |
|---|---|---|---|---|---|
| Private Wealth Management Group, LLC | 17 | $922 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14 | $759 | 0.00% | −76−84.4% | Reduced |
| Farmers & Merchants Investments Inc | 12 | $650 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $650 | 0.00% | +3+33.3% | Added |
| NewSquare Capital LLC | 11 | $596 | 0.00% | +11 | New |
| IFP Advisors, Inc | 11 | $595 | 0.00% | −483−97.8% | Reduced |
| Huntington National Bank | 8 | $433 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $433 | 0.00% | +8 | New |
| Ronald Blue Trust, Inc. | 7 | $379 | 0.00% | +7 | New |
| Atlantic Trust, LLC | 6 | $326 | 0.00% | +6 | New |
| TFC Financial Management | 5 | $276 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $271 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $260 | 0.00% | +5 | New |
| Principal Securities, Inc. | 4 | $217 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 3 | $163 | 0.00% | +3 | New |
| Abound Wealth Management | 2 | $109 | 0.00% | −1−33.3% | Reduced |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Amundi | 0 | $0 | 0.00% | −119,762−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −52,371−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −23,357−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −26,298−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −21,264−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −20,688−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,364−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −9,230−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,666−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −4,662−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −3,920−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −3,707−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,170−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Cable Hill Partners, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |