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, Q3 2025
Institutional positions in Middlesex Water Co as of Sep 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
- 214
- −1 vs. Q2 2025
- Shares held
- 14.3M
- +811.1K (+6.0%) vs. Q2 2025
- Total value
- $776.1M
- +$37.0M (+5.0%) vs. Q2 2025
- New holders
- 27
- 84 more added
- Sold out
- 28
- 58 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,356,169 | $181.6M | 0.00% | +60,944+1.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,633,229 | $88.4M | 0.05% | +123,488+8.2% | Added |
| Vanguard Group Inc | 1,373,488 | $74.3M | 0.00% | −50,794−3.6% | Reduced |
| Neuberger Berman Group LLC | 1,011,454 | $54.7M | 0.04% | +1,011,454 | New |
| State Street Corp | 702,475 | $38.0M | 0.00% | +11,307+1.6% | Added |
| Morgan Stanley | 503,121 | $27.2M | 0.00% | +5,482+1.1% | Added |
| Geode Capital Management, LLC | 459,352 | $24.9M | 0.00% | +15,502+3.5% | Added |
| Legal & General Group Plc | 379,762 | $20.6M | 0.00% | +94,082+32.9% | Added |
| Dimensional Fund Advisors LP | 347,172 | $18.8M | 0.00% | −9,121−2.6% | Reduced |
| Invesco Ltd. | 290,333 | $15.7M | 0.00% | −37,002−11.3% | Reduced |
| Ledgewood Wealth Advisors, LLC | 254,016 | $13.7M | 8.14% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 245,272 | $13.3M | 0.00% | +3,786+1.6% | Added |
| Renaissance Technologies LLC | 215,013 | $11.6M | 0.02% | +12,100+6.0% | Added |
| Charles Schwab Investment Management Inc | 204,706 | $11.1M | 0.00% | +22,853+12.6% | Added |
| Northern Trust Corp | 202,304 | $10.9M | 0.00% | −305−0.2% | Reduced |
| Thematics Asset Management | 171,000 | $9.25M | 0.42% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 166,721 | $9.02M | 0.00% | −26,829−13.9% | Reduced |
| Zimmer Partners, LP | 154,557 | $8.36M | 0.20% | +32,500+26.6% | Added |
| First Manhattan Co | 147,353 | $7.97M | 0.02% | −11,800−7.4% | Reduced |
| Principal Financial Group Inc | 126,343 | $6.84M | 0.00% | +23,911+23.3% | Added |
| ProShare Advisors LLC | 119,385 | $6.46M | 0.01% | +8,177+7.4% | Added |
| TSP Capital Management Group, LLC | 119,224 | $6.45M | 1.73% | – | – |
| Cramer Rosenthal McGlynn LLC | 109,416 | $5.92M | 0.38% | −1,254−1.1% | Reduced |
| Bank of America Corp | 81,598 | $4.42M | 0.00% | −6,178−7.0% | Reduced |
| UBS Group AG | 78,536 | $4.25M | 0.00% | +28,275+56.3% | Added |
| Jane Street Group, LLC | 78,187 | $4.23M | 0.00% | +9,178+13.3% | Added |
| D. E. Shaw & Co., Inc. | 76,722 | $4.15M | 0.00% | +3,423+4.7% | Added |
| Public Sector Pension Investment Board | 70,322 | $3.81M | 0.01% | +9,223+15.1% | Added |
| Rhumbline Advisers | 54,235 | $2.94M | 0.00% | +715+1.3% | Added |
| Northstar Asset Management Inc | 51,795 | $2.80M | 0.73% | +17,723+52.0% | Added |
| AQR Capital Management LLC | 47,997 | $2.60M | 0.00% | +32,615+212.0% | Added |
| American Century Companies Inc | 47,844 | $2.59M | 0.00% | +5,524+13.1% | Added |
| UBS Asset Management Americas Inc | 45,996 | $2.49M | 0.00% | −28,783−38.5% | Reduced |
| Ameriprise Financial Inc | 43,162 | $2.34M | 0.00% | +2,225+5.4% | Added |
| Exchange Traded Concepts, LLC | 40,250 | $2.18M | 0.02% | +27,038+204.6% | Added |
| NFJ Investment Group, LLC | 40,151 | $2.17M | 0.08% | +1,133+2.9% | Added |
| Nuveen, LLC | 39,712 | $2.15M | 0.00% | +820+2.1% | Added |
| Penn Capital Management Co Inc | 39,705 | $2.15M | 0.17% | +22,422+129.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,755 | $1.99M | 0.00% | +7,891+27.3% | Added |
| JPMorgan Chase & Co | 35,312 | $1.91M | 0.00% | −4,376−11.0% | Reduced |
| Swiss National Bank | 34,662 | $1.88M | 0.00% | +500+1.5% | Added |
| Great West Life Assurance Co | 33,762 | $1.80M | 0.00% | +1,539+4.8% | Added |
| Baird Financial Group, Inc. | 29,399 | $1.59M | 0.00% | +29,399 | New |
| Royal Bank of Canada | 28,641 | $1.55M | 0.00% | +22,493+365.9% | Added |
| LPL Financial LLC | 28,380 | $1.54M | 0.00% | +938+3.4% | Added |
| TD Asset Management Inc | 27,086 | $1.47M | 0.00% | +1,498+5.9% | Added |
| Oppenheimer & Co Inc | 26,765 | $1.45M | 0.02% | +730+2.8% | Added |
| SG Americas Securities, LLC | 26,500 | $1.43M | 0.01% | +586+2.3% | Added |
| Two Sigma Investments, LP | 25,593 | $1.39M | 0.00% | +25,593 | New |
| Barclays PLC | 25,204 | $1.36M | 0.00% | −8,845−26.0% | Reduced |
| Price T Rowe Associates Inc | 24,256 | $1.31M | 0.00% | +1,746+7.8% | Added |
| HighTower Advisors, LLC | 23,086 | $1.25M | 0.00% | +3,843+20.0% | Added |
| Alliancebernstein L.P. | 23,043 | $1.25M | 0.00% | +400+1.8% | Added |
| Catalyst Funds Management Pty Ltd | 22,878 | $1.24M | 0.19% | +22,878 | New |
| Quantinno Capital Management LP | 22,424 | $1.21M | 0.00% | +9,817+77.9% | Added |
| Gabelli Funds LLC | 18,350 | $993.1K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 17,836 | $965.3K | 0.00% | −555−3.0% | Reduced |
| Thrivent Financial for Lutherans | 17,815 | $964.0K | 0.00% | −10,374−36.8% | Reduced |
| Storebrand Asset Management AS | 17,721 | $959.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 17,318 | $937.2K | 0.00% | +2,444+16.4% | Added |
| California State Teachers Retirement System | 16,486 | $892.2K | 0.00% | +10.0% | Added |
| CenterBook Partners LP | 15,839 | $857.2K | 0.04% | −10,341−39.5% | Reduced |
| Deutsche Bank AG | 15,837 | $857.1K | 0.00% | +1,743+12.4% | Added |
| The PNC Financial Services Group, Inc. | 15,508 | $839.3K | 0.00% | −657−4.1% | Reduced |
| Franklin Resources Inc | 15,102 | $817.3K | 0.00% | +1,425+10.4% | Added |
| Millennium Management LLC | 14,958 | $809.5K | 0.00% | −2,252−13.1% | Reduced |
| Davy Global Fund Management Ltd | 13,627 | $737.5K | 0.05% | +13,627 | New |
| Manchester Capital Management LLC | 13,515 | $731.4K | 0.10% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,823 | $694.0K | 0.00% | +5,759+81.5% | Added |
| Magellan Asset Management Ltd | 12,416 | $672.0K | 0.01% | +360+3.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 12,363 | $669.1K | 0.00% | −1,046−7.8% | Reduced |
| Cerity Partners LLC | 12,129 | $656.4K | 0.00% | +755+6.6% | Added |
| Private Advisor Group, LLC | 11,667 | $631.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 10,841 | $586.7K | 0.00% | −20,742−65.7% | Reduced |
| Main Street Financial Solutions, LLC | 10,527 | $569.7K | 0.04% | +60+0.6% | Added |
| MetLife Investment Management | 10,472 | $566.7K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 10,464 | $566.3K | 0.00% | −227−2.1% | Reduced |
| CI Private Wealth, LLC | 10,180 | $550.9K | 0.00% | −9,812−49.1% | Reduced |
| Verition Fund Management LLC | 10,114 | $547.4K | 0.00% | +4,674+85.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,898 | $536.0K | 0.00% | +5,240+112.5% | Added |
| State of Alaska, Department of Revenue | 9,599 | $518.0K | 0.01% | −1,058−9.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,390 | $508.2K | 0.00% | −1,580−14.4% | Reduced |
| Illinois Municipal Retirement Fund | 9,388 | $508.1K | 0.01% | −323−3.3% | Reduced |
| New York State Teachers Retirement System | 9,011 | $488.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 8,986 | $486.0K | 0.00% | −69−0.8% | Reduced |
| Janus Henderson Group PLC | 8,972 | $485.8K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 8,822 | $477.4K | 0.00% | −653−6.9% | Reduced |
| Mariner, LLC | 8,785 | $475.4K | 0.00% | +4,835+122.4% | Added |
| Toroso Investments, LLC | 8,693 | $470.5K | 0.00% | −426−4.7% | Reduced |
| Commonwealth Equity Services, LLC | 8,584 | $465.0K | 0.00% | −74−0.9% | Reduced |
| CWM Advisors, LLC | 8,370 | $453.0K | 0.04% | +1,131+15.6% | Added |
| Creative Planning | 8,349 | $451.8K | 0.00% | +3,554+74.1% | Added |
| Parcion Private Wealth LLC | 8,311 | $449.8K | 0.03% | +296+3.7% | Added |
| Louisiana State Employees Retirement System | 8,300 | $449.2K | 0.01% | −100−1.2% | Reduced |
| Glenmede Investment Management, LP | 7,861 | $425.4K | 0.00% | −31−0.4% | Reduced |
| Quantbot Technologies LP | 7,591 | $410.8K | 0.01% | +7,254+2,152.5% | Added |
| Intech Investment Management LLC | 7,308 | $395.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,302 | $395.2K | 0.01% | −220−2.9% | Reduced |
| Ethic Inc. | 7,239 | $391.8K | 0.01% | −4,021−35.7% | Reduced |
| BNP Paribas Arbitrage, SA | 6,998 | $378.7K | 0.00% | −2,869−29.1% | Reduced |