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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 5,257 | $285.0K | 0.00% | +179+3.5% | Added |
| Arizona State Retirement System | 5,284 | $286.0K | 0.00% | +62+1.2% | Added |
| Yousif Capital Management, LLC | 5,527 | $299.1K | 0.00% | −1,076−16.3% | Reduced |
| New York State Common Retirement Fund | 5,548 | $300.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 5,579 | $301.9K | 0.06% | 00.0% | Unchanged |
| Martingale Asset Management L P | 5,610 | $303.6K | 0.01% | +5,610 | New |
| Advisor Group Holdings, Inc. | 5,750 | $308.0K | 0.00% | +889+18.3% | Added |
| Ballentine Partners, LLC | 5,852 | $316.7K | 0.00% | −180−3.0% | Reduced |
| FMR LLC | 5,886 | $318.6K | 0.00% | −913−13.4% | Reduced |
| Guyasuta Investment Advisors Inc | 6,000 | $324.7K | 0.02% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 6,065 | $328.2K | 0.00% | −537−8.1% | Reduced |
| Citigroup Inc | 6,201 | $335.6K | 0.00% | −10,331−62.5% | Reduced |
| Blackhill Capital Inc | 6,666 | $360.8K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 6,743 | $364.9K | 0.00% | −657,043−99.0% | Reduced |
| BNP Paribas Arbitrage, SA | 6,998 | $378.7K | 0.00% | −2,869−29.1% | Reduced |
| Ethic Inc. | 7,239 | $391.8K | 0.01% | −4,021−35.7% | Reduced |
| Quadrant Capital Group LLC | 7,302 | $395.2K | 0.01% | −220−2.9% | Reduced |
| Intech Investment Management LLC | 7,308 | $395.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,591 | $410.8K | 0.01% | +7,254+2,152.5% | Added |
| Glenmede Investment Management, LP | 7,861 | $425.4K | 0.00% | −31−0.4% | Reduced |
| Louisiana State Employees Retirement System | 8,300 | $449.2K | 0.01% | −100−1.2% | Reduced |
| Parcion Private Wealth LLC | 8,311 | $449.8K | 0.03% | +296+3.7% | Added |
| Creative Planning | 8,349 | $451.8K | 0.00% | +3,554+74.1% | Added |
| CWM Advisors, LLC | 8,370 | $453.0K | 0.04% | +1,131+15.6% | Added |
| Commonwealth Equity Services, LLC | 8,584 | $465.0K | 0.00% | −74−0.9% | Reduced |
| Toroso Investments, LLC | 8,693 | $470.5K | 0.00% | −426−4.7% | Reduced |
| Mariner, LLC | 8,785 | $475.4K | 0.00% | +4,835+122.4% | Added |
| State of Wisconsin Investment Board | 8,822 | $477.4K | 0.00% | −653−6.9% | Reduced |
| Janus Henderson Group PLC | 8,972 | $485.8K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 8,986 | $486.0K | 0.00% | −69−0.8% | Reduced |
| New York State Teachers Retirement System | 9,011 | $488.0K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 9,388 | $508.1K | 0.01% | −323−3.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,390 | $508.2K | 0.00% | −1,580−14.4% | Reduced |
| State of Alaska, Department of Revenue | 9,599 | $518.0K | 0.01% | −1,058−9.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,898 | $536.0K | 0.00% | +5,240+112.5% | Added |
| Verition Fund Management LLC | 10,114 | $547.4K | 0.00% | +4,674+85.9% | Added |
| CI Private Wealth, LLC | 10,180 | $550.9K | 0.00% | −9,812−49.1% | Reduced |
| Raymond James Financial Inc | 10,464 | $566.3K | 0.00% | −227−2.1% | Reduced |
| MetLife Investment Management | 10,472 | $566.7K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 10,527 | $569.7K | 0.04% | +60+0.6% | Added |
| Russell Investments Group, Ltd. | 10,841 | $586.7K | 0.00% | −20,742−65.7% | Reduced |
| Private Advisor Group, LLC | 11,667 | $631.4K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,129 | $656.4K | 0.00% | +755+6.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 12,363 | $669.1K | 0.00% | −1,046−7.8% | Reduced |
| Magellan Asset Management Ltd | 12,416 | $672.0K | 0.01% | +360+3.0% | Added |
| Citadel Advisors LLC | 12,823 | $694.0K | 0.00% | +5,759+81.5% | Added |
| Manchester Capital Management LLC | 13,515 | $731.4K | 0.10% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 13,627 | $737.5K | 0.05% | +13,627 | New |
| Millennium Management LLC | 14,958 | $809.5K | 0.00% | −2,252−13.1% | Reduced |
| Franklin Resources Inc | 15,102 | $817.3K | 0.00% | +1,425+10.4% | Added |
| The PNC Financial Services Group, Inc. | 15,508 | $839.3K | 0.00% | −657−4.1% | Reduced |
| Deutsche Bank AG | 15,837 | $857.1K | 0.00% | +1,743+12.4% | Added |
| CenterBook Partners LP | 15,839 | $857.2K | 0.04% | −10,341−39.5% | Reduced |
| California State Teachers Retirement System | 16,486 | $892.2K | 0.00% | +10.0% | Added |
| Wells Fargo & Company | 17,318 | $937.2K | 0.00% | +2,444+16.4% | Added |
| Storebrand Asset Management AS | 17,721 | $959.1K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 17,815 | $964.0K | 0.00% | −10,374−36.8% | Reduced |
| Prudential Financial Inc | 17,836 | $965.3K | 0.00% | −555−3.0% | Reduced |
| Gabelli Funds LLC | 18,350 | $993.1K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 22,424 | $1.21M | 0.00% | +9,817+77.9% | Added |
| Catalyst Funds Management Pty Ltd | 22,878 | $1.24M | 0.19% | +22,878 | New |
| Alliancebernstein L.P. | 23,043 | $1.25M | 0.00% | +400+1.8% | Added |
| HighTower Advisors, LLC | 23,086 | $1.25M | 0.00% | +3,843+20.0% | Added |
| Price T Rowe Associates Inc | 24,256 | $1.31M | 0.00% | +1,746+7.8% | Added |
| Barclays PLC | 25,204 | $1.36M | 0.00% | −8,845−26.0% | Reduced |
| Two Sigma Investments, LP | 25,593 | $1.39M | 0.00% | +25,593 | New |
| SG Americas Securities, LLC | 26,500 | $1.43M | 0.01% | +586+2.3% | Added |
| Oppenheimer & Co Inc | 26,765 | $1.45M | 0.02% | +730+2.8% | Added |
| TD Asset Management Inc | 27,086 | $1.47M | 0.00% | +1,498+5.9% | Added |
| LPL Financial LLC | 28,380 | $1.54M | 0.00% | +938+3.4% | Added |
| Royal Bank of Canada | 28,641 | $1.55M | 0.00% | +22,493+365.9% | Added |
| Baird Financial Group, Inc. | 29,399 | $1.59M | 0.00% | +29,399 | New |
| Great West Life Assurance Co | 33,762 | $1.80M | 0.00% | +1,539+4.8% | Added |
| Swiss National Bank | 34,662 | $1.88M | 0.00% | +500+1.5% | Added |
| JPMorgan Chase & Co | 35,312 | $1.91M | 0.00% | −4,376−11.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 36,755 | $1.99M | 0.00% | +7,891+27.3% | Added |
| Penn Capital Management Co Inc | 39,705 | $2.15M | 0.17% | +22,422+129.7% | Added |
| Nuveen, LLC | 39,712 | $2.15M | 0.00% | +820+2.1% | Added |
| NFJ Investment Group, LLC | 40,151 | $2.17M | 0.08% | +1,133+2.9% | Added |
| Exchange Traded Concepts, LLC | 40,250 | $2.18M | 0.02% | +27,038+204.6% | Added |
| Ameriprise Financial Inc | 43,162 | $2.34M | 0.00% | +2,225+5.4% | Added |
| UBS Asset Management Americas Inc | 45,996 | $2.49M | 0.00% | −28,783−38.5% | Reduced |
| American Century Companies Inc | 47,844 | $2.59M | 0.00% | +5,524+13.1% | Added |
| AQR Capital Management LLC | 47,997 | $2.60M | 0.00% | +32,615+212.0% | Added |
| Northstar Asset Management Inc | 51,795 | $2.80M | 0.73% | +17,723+52.0% | Added |
| Rhumbline Advisers | 54,235 | $2.94M | 0.00% | +715+1.3% | Added |
| Public Sector Pension Investment Board | 70,322 | $3.81M | 0.01% | +9,223+15.1% | Added |
| D. E. Shaw & Co., Inc. | 76,722 | $4.15M | 0.00% | +3,423+4.7% | Added |
| Jane Street Group, LLC | 78,187 | $4.23M | 0.00% | +9,178+13.3% | Added |
| UBS Group AG | 78,536 | $4.25M | 0.00% | +28,275+56.3% | Added |
| Bank of America Corp | 81,598 | $4.42M | 0.00% | −6,178−7.0% | Reduced |
| Cramer Rosenthal McGlynn LLC | 109,416 | $5.92M | 0.38% | −1,254−1.1% | Reduced |
| TSP Capital Management Group, LLC | 119,224 | $6.45M | 1.73% | – | – |
| ProShare Advisors LLC | 119,385 | $6.46M | 0.01% | +8,177+7.4% | Added |
| Principal Financial Group Inc | 126,343 | $6.84M | 0.00% | +23,911+23.3% | Added |
| First Manhattan Co | 147,353 | $7.97M | 0.02% | −11,800−7.4% | Reduced |
| Zimmer Partners, LP | 154,557 | $8.36M | 0.20% | +32,500+26.6% | Added |
| Bank of New York Mellon Corp | 166,721 | $9.02M | 0.00% | −26,829−13.9% | Reduced |
| Thematics Asset Management | 171,000 | $9.25M | 0.42% | 00.0% | Unchanged |
| Northern Trust Corp | 202,304 | $10.9M | 0.00% | −305−0.2% | Reduced |