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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 6,743 | $364.9K | 0.00% | −657,043−99.0% | Reduced |
| Blackhill Capital Inc | 6,666 | $360.8K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 6,201 | $335.6K | 0.00% | −10,331−62.5% | Reduced |
| Manufacturers Life Insurance Company, The | 6,065 | $328.2K | 0.00% | −537−8.1% | Reduced |
| Guyasuta Investment Advisors Inc | 6,000 | $324.7K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 5,886 | $318.6K | 0.00% | −913−13.4% | Reduced |
| Ballentine Partners, LLC | 5,852 | $316.7K | 0.00% | −180−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 5,750 | $308.0K | 0.00% | +889+18.3% | Added |
| Martingale Asset Management L P | 5,610 | $303.6K | 0.01% | +5,610 | New |
| Farmers & Merchants Trust Co of Long Beach | 5,579 | $301.9K | 0.06% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,548 | $300.3K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 5,527 | $299.1K | 0.00% | −1,076−16.3% | Reduced |
| Arizona State Retirement System | 5,284 | $286.0K | 0.00% | +62+1.2% | Added |
| Amalgamated Bank | 5,257 | $285.0K | 0.00% | +179+3.5% | Added |
| Syon Capital LLC | 5,235 | $283.3K | 0.02% | +5,235 | New |
| Janney Montgomery Scott LLC | 5,228 | $283.0K | 0.00% | +39+0.8% | Added |
| Comerica Bank | 5,220 | $282.5K | 0.00% | −1,270−19.6% | Reduced |
| Stifel Financial Corp | 5,215 | $282.2K | 0.00% | +698+15.5% | Added |
| Kestra Advisory Services, LLC | 5,122 | $277.2K | 0.00% | −50−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,057 | $274.0K | 0.00% | −642−11.3% | Reduced |
| 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 |
| Police & Firemen's Retirement System of New Jersey | 4,933 | $267.0K | 0.00% | +970+24.5% | Added |
| Envestnet Asset Management Inc | 4,900 | $265.2K | 0.00% | +4,900 | New |
| State Board of Administration of Florida Retirement System | 4,791 | $259.3K | 0.00% | −22,402−82.4% | Reduced |
| Cetera Investment Advisers | 4,767 | $258.0K | 0.00% | +4,767 | New |
| Cullen Capital Management LLC | 4,695 | $254.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,649 | $251.6K | 0.01% | +1,027+28.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,588 | $248.3K | 0.00% | −13−0.3% | Reduced |
| Clean Yield Group | 4,525 | $244.9K | 0.07% | 00.0% | Unchanged |
| Atria Investments LLC | 4,434 | $240.0K | 0.00% | +4,434 | New |
| State of Tennessee, Treasury Department | 4,351 | $235.5K | 0.00% | −2,246−34.0% | Reduced |
| Coldstream Capital Management Inc | 4,191 | $226.8K | 0.00% | −466−10.0% | Reduced |
| Quantessence Capital LLC | 4,086 | $221.1K | 0.07% | +4,086 | New |
| Oregon Public Employees Retirement Fund | 4,014 | $217.2K | 0.00% | −100−2.4% | Reduced |
| SRS Capital Advisors, Inc. | 4,013 | $217.2K | 0.00% | +3,861+2,540.1% | Added |
| CWM, LLC | 3,906 | $211.0K | 0.00% | +2,164+124.2% | Added |
| Armstrong Advisory Group, Inc | 3,534 | $191.3K | 0.01% | −17−0.5% | Reduced |
| KLP Kapitalforvaltning AS | 3,500 | $189.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,966 | $161.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,461 | $133.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,491 | $80.7K | 0.00% | −251−14.4% | Reduced |
| St Germain D J Co Inc | 1,332 | $72.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,272 | $68.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,133 | $61.3K | 0.02% | +1,133 | New |
| Sterling Capital Management LLC | 1,049 | $56.8K | 0.00% | +626+148.0% | Added |
| Pathway Financial Advisers, LLC | 995 | $53.8K | 0.02% | +995 | New |
| Tower Research Capital LLC (TRC) | 993 | $53.7K | 0.00% | −665−40.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 971 | $52.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 967 | $52.3K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 963 | $52.1K | 0.00% | +963 | New |
| Concord Wealth Partners | 919 | $49.7K | 0.01% | +2+0.2% | Added |
| US Bancorp | 825 | $44.6K | 0.00% | −587−41.6% | Reduced |
| NBT Bank N A | 820 | $44.4K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 785 | $42.5K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 781 | $42.3K | 0.01% | +4+0.5% | Added |
| Nisa Investment Advisors, LLC | 645 | $34.9K | 0.00% | +170+35.8% | Added |
| Hantz Financial Services, Inc. | 635 | $34.0K | 0.00% | +368+137.8% | Added |
| North Star Investment Management Corp. | 625 | $33.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 615 | $33.3K | 0.00% | +315+105.0% | Added |
| Allworth Financial LP | 585 | $31.7K | 0.00% | +46+8.5% | Added |
| Versant Capital Management, Inc | 566 | $30.6K | 0.00% | +469+483.5% | Added |
| Clarity Asset Management, Inc. | 480 | $26.0K | 0.01% | +3+0.6% | Added |
| Creative Financial Designs Inc | 449 | $24.3K | 0.00% | −2,296−83.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 442 | $23.9K | 0.00% | +2+0.5% | Added |
| Central Trust Co | 425 | $23.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 425 | $22.7K | 0.00% | +1+0.2% | Added |
| Massmutual Trust Co FSB | 342 | $18.5K | 0.00% | +26+8.2% | Added |
| Signaturefd, LLC | 309 | $16.7K | 0.00% | −110−26.3% | Reduced |
| Farther Finance Advisors, LLC | 302 | $16.3K | 0.00% | +288+2,057.1% | Added |
| Hanson & Doremus Investment Management | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 284 | $15.0K | 0.00% | +2+0.7% | Added |
| Rosenberg Matthew Hamilton | 265 | $14.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 250 | $13.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 242 | $13.1K | 0.00% | −83−25.5% | Reduced |
| Spire Wealth Management | 223 | $12.1K | 0.00% | −92−29.2% | Reduced |
| Smartleaf Asset Management LLC | 173 | $9.23K | 0.00% | +8+4.8% | Added |
| EverSource Wealth Advisors, LLC | 163 | $8.82K | 0.00% | +106+186.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 144 | $8.00K | 0.00% | −48−25.0% | Reduced |
| Wealthspire Advisors, LLC | 117 | $6.33K | 0.00% | +117 | New |
| Parallel Advisors, LLC | 116 | $6.28K | 0.00% | +69+146.8% | Added |
| Quent Capital, LLC | 112 | $6.06K | 0.00% | +112 | New |
| SJS Investment Consulting Inc. | 100 | $5.41K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3.90K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 62 | $3.32K | 0.00% | +62 | New |
| Umb Bank N A | 61 | $3.30K | 0.00% | −61−50.0% | Reduced |
| IFP Advisors, Inc | 60 | $3.25K | 0.00% | +49+445.5% | Added |
| Larson Financial Group LLC | 58 | $3.13K | 0.00% | +46+383.3% | Added |
| Bessemer Group Inc | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 36 | $1.95K | 0.00% | +36 | New |
| Rothschild Investment LLC | 35 | $1.89K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 35 | $1.89K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 23 | $1.25K | 0.00% | +23 | New |
| Tortoise Investment Management, LLC | 23 | $1.25K | 0.00% | +23 | New |
| GPS Wealth Strategies Group, LLC | 21 | $1.11K | 0.00% | +1+5.0% | Added |
| Vermillion Wealth Management, Inc. | 19 | $1.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $921 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $650 | 0.00% | −10−45.5% | Reduced |
| Farmers & Merchants Investments Inc | 12 | $649 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 11 | $595 | 0.00% | −162−93.6% | Reduced |