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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $54 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $54 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 2 | $108 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $109 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $162 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $163 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $278 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6 | $325 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 8 | $433 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 8 | $433 | 0.00% | +4+100.0% | Added |
| Fortitude Family Office, LLC | 9 | $487 | 0.00% | +1+12.5% | Added |
| Bare Financial Services, Inc | 10 | $541 | 0.00% | +10 | New |
| Quarry LP | 11 | $595 | 0.00% | −162−93.6% | Reduced |
| Farmers & Merchants Investments Inc | 12 | $649 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $650 | 0.00% | −10−45.5% | Reduced |
| Private Wealth Management Group, LLC | 17 | $921 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 19 | $1.04K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 21 | $1.11K | 0.00% | +1+5.0% | Added |
| TD Private Client Wealth LLC | 23 | $1.25K | 0.00% | +23 | New |
| Tortoise Investment Management, LLC | 23 | $1.25K | 0.00% | +23 | New |
| Rothschild Investment LLC | 35 | $1.89K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 35 | $1.89K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 36 | $1.95K | 0.00% | +36 | New |
| Bessemer Group Inc | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 58 | $3.13K | 0.00% | +46+383.3% | Added |
| IFP Advisors, Inc | 60 | $3.25K | 0.00% | +49+445.5% | Added |
| Umb Bank N A | 61 | $3.30K | 0.00% | −61−50.0% | Reduced |
| Salomon & Ludwin, LLC | 62 | $3.32K | 0.00% | +62 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3.90K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 100 | $5.41K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 112 | $6.06K | 0.00% | +112 | New |
| Parallel Advisors, LLC | 116 | $6.28K | 0.00% | +69+146.8% | Added |
| Wealthspire Advisors, LLC | 117 | $6.33K | 0.00% | +117 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 144 | $8.00K | 0.00% | −48−25.0% | Reduced |
| EverSource Wealth Advisors, LLC | 163 | $8.82K | 0.00% | +106+186.0% | Added |
| Smartleaf Asset Management LLC | 173 | $9.23K | 0.00% | +8+4.8% | Added |
| Spire Wealth Management | 223 | $12.1K | 0.00% | −92−29.2% | Reduced |
| Fifth Third Bancorp | 242 | $13.1K | 0.00% | −83−25.5% | Reduced |
| Harbour Investments, Inc. | 250 | $13.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 265 | $14.3K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 284 | $15.0K | 0.00% | +2+0.7% | Added |
| Hanson & Doremus Investment Management | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 302 | $16.3K | 0.00% | +288+2,057.1% | Added |
| Signaturefd, LLC | 309 | $16.7K | 0.00% | −110−26.3% | Reduced |
| Massmutual Trust Co FSB | 342 | $18.5K | 0.00% | +26+8.2% | Added |
| Jones Financial Companies LLLP | 425 | $22.7K | 0.00% | +1+0.2% | Added |
| Central Trust Co | 425 | $23.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 442 | $23.9K | 0.00% | +2+0.5% | Added |
| Creative Financial Designs Inc | 449 | $24.3K | 0.00% | −2,296−83.6% | Reduced |
| Clarity Asset Management, Inc. | 480 | $26.0K | 0.01% | +3+0.6% | Added |
| Versant Capital Management, Inc | 566 | $30.6K | 0.00% | +469+483.5% | Added |
| Allworth Financial LP | 585 | $31.7K | 0.00% | +46+8.5% | Added |
| Glen Eagle Advisors, LLC | 615 | $33.3K | 0.00% | +315+105.0% | Added |
| North Star Investment Management Corp. | 625 | $33.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 635 | $34.0K | 0.00% | +368+137.8% | Added |
| Nisa Investment Advisors, LLC | 645 | $34.9K | 0.00% | +170+35.8% | Added |
| Costello Asset Management, INC | 781 | $42.3K | 0.01% | +4+0.5% | Added |
| Crowley Wealth Management, Inc. | 785 | $42.5K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 820 | $44.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 825 | $44.6K | 0.00% | −587−41.6% | Reduced |
| Concord Wealth Partners | 919 | $49.7K | 0.01% | +2+0.2% | Added |
| Rockefeller Capital Management L.P. | 963 | $52.1K | 0.00% | +963 | New |
| City State Bank | 967 | $52.3K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 971 | $52.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 993 | $53.7K | 0.00% | −665−40.1% | Reduced |
| Pathway Financial Advisers, LLC | 995 | $53.8K | 0.02% | +995 | New |
| Sterling Capital Management LLC | 1,049 | $56.8K | 0.00% | +626+148.0% | Added |
| Essential Partners LLC | 1,133 | $61.3K | 0.02% | +1,133 | New |
| Global Retirement Partners, LLC | 1,272 | $68.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,332 | $72.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,491 | $80.7K | 0.00% | −251−14.4% | Reduced |
| Bokf, NA | 2,461 | $133.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,966 | $161.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 3,500 | $189.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,534 | $191.3K | 0.01% | −17−0.5% | Reduced |
| CWM, LLC | 3,906 | $211.0K | 0.00% | +2,164+124.2% | Added |
| SRS Capital Advisors, Inc. | 4,013 | $217.2K | 0.00% | +3,861+2,540.1% | Added |
| Oregon Public Employees Retirement Fund | 4,014 | $217.2K | 0.00% | −100−2.4% | Reduced |
| Quantessence Capital LLC | 4,086 | $221.1K | 0.07% | +4,086 | New |
| Coldstream Capital Management Inc | 4,191 | $226.8K | 0.00% | −466−10.0% | Reduced |
| State of Tennessee, Treasury Department | 4,351 | $235.5K | 0.00% | −2,246−34.0% | Reduced |
| Atria Investments LLC | 4,434 | $240.0K | 0.00% | +4,434 | New |
| Clean Yield Group | 4,525 | $244.9K | 0.07% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,588 | $248.3K | 0.00% | −13−0.3% | Reduced |
| GAMMA Investing LLC | 4,649 | $251.6K | 0.01% | +1,027+28.4% | Added |
| Cullen Capital Management LLC | 4,695 | $254.1K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,767 | $258.0K | 0.00% | +4,767 | New |
| State Board of Administration of Florida Retirement System | 4,791 | $259.3K | 0.00% | −22,402−82.4% | Reduced |
| Envestnet Asset Management Inc | 4,900 | $265.2K | 0.00% | +4,900 | New |
| Police & Firemen's Retirement System of New Jersey | 4,933 | $267.0K | 0.00% | +970+24.5% | Added |
| Pictet Asset Management Holding SA | 5,000 | $270.6K | 0.00% | +61+1.2% | Added |
| Teton Advisors, LLC | 5,000 | $270.6K | 0.17% | +5,000 | New |
| Teachers Retirement System of the State of Kentucky | 5,057 | $274.0K | 0.00% | −642−11.3% | Reduced |
| Kestra Advisory Services, LLC | 5,122 | $277.2K | 0.00% | −50−1.0% | Reduced |
| Stifel Financial Corp | 5,215 | $282.2K | 0.00% | +698+15.5% | Added |
| Comerica Bank | 5,220 | $282.5K | 0.00% | −1,270−19.6% | Reduced |
| Janney Montgomery Scott LLC | 5,228 | $283.0K | 0.00% | +39+0.8% | Added |
| Syon Capital LLC | 5,235 | $283.3K | 0.02% | +5,235 | New |