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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 204,706 | $11.1M | 0.00% | +22,853+12.6% | Added |
| Renaissance Technologies LLC | 215,013 | $11.6M | 0.02% | +12,100+6.0% | Added |
| Goldman Sachs Group Inc | 245,272 | $13.3M | 0.00% | +3,786+1.6% | Added |
| Ledgewood Wealth Advisors, LLC | 254,016 | $13.7M | 8.14% | 00.0% | Unchanged |
| Invesco Ltd. | 290,333 | $15.7M | 0.00% | −37,002−11.3% | Reduced |
| Dimensional Fund Advisors LP | 347,172 | $18.8M | 0.00% | −9,121−2.6% | Reduced |
| Legal & General Group Plc | 379,762 | $20.6M | 0.00% | +94,082+32.9% | Added |
| Geode Capital Management, LLC | 459,352 | $24.9M | 0.00% | +15,502+3.5% | Added |
| Morgan Stanley | 503,121 | $27.2M | 0.00% | +5,482+1.1% | Added |
| State Street Corp | 702,475 | $38.0M | 0.00% | +11,307+1.6% | Added |
| Neuberger Berman Group LLC | 1,011,454 | $54.7M | 0.04% | +1,011,454 | New |
| Vanguard Group Inc | 1,373,488 | $74.3M | 0.00% | −50,794−3.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,633,229 | $88.4M | 0.05% | +123,488+8.2% | Added |
| BlackRock, Inc. | 3,356,169 | $181.6M | 0.00% | +60,944+1.8% | Added |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −31,490−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,380−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −26,704−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −16,926−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −13,205−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,385−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −5,911−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −5,643−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −5,234−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −5,055−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −4,655−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,506−100.0% | Sold out |
| Mitchell McLeod Pugh & Williams Inc | 0 | $0 | 0.00% | −4,333−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,298−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,465−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| PFS Partners, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Teton Advisors, Inc. | – | – | – | – | Not filed |
| Vega Investment Solutions | – | – | – | – | Not filed |