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, Q4 2025
Institutional positions in Middlesex Water Co as of Dec 31, 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
- 203
- −9 vs. Q3 2025
- Shares held
- 15.0M
- +801.0K (+5.7%) vs. Q3 2025
- Total value
- $764.0M
- −$2.48M (−0.3%) vs. Q3 2025
- New holders
- 23
- 64 more added
- Sold out
- 32
- 76 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,453,484 | $174.1M | 0.00% | +97,315+2.9% | Added |
| T. Rowe Price Investment Management, Inc. | 1,699,403 | $85.7M | 0.05% | +66,174+4.1% | Added |
| Neuberger Berman Group LLC | 1,523,562 | $76.8M | 0.06% | +512,108+50.6% | Added |
| Vanguard Group Inc | 1,398,851 | $70.5M | 0.00% | +25,363+1.8% | Added |
| Morgan Stanley | 1,066,578 | $53.8M | 0.00% | +563,457+112.0% | Added |
| State Street Corp | 730,072 | $36.8M | 0.00% | +27,597+3.9% | Added |
| Geode Capital Management, LLC | 464,484 | $23.4M | 0.00% | +5,132+1.1% | Added |
| Legal & General Group Plc | 388,546 | $19.6M | 0.00% | +8,784+2.3% | Added |
| Dimensional Fund Advisors LP | 342,716 | $17.3M | 0.00% | −4,456−1.3% | Reduced |
| Invesco Ltd. | 307,594 | $15.5M | 0.00% | +17,261+5.9% | Added |
| Ledgewood Wealth Advisors, LLC | 254,016 | $12.8M | 7.38% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 210,787 | $10.6M | 0.00% | +6,081+3.0% | Added |
| Northern Trust Corp | 198,348 | $10.0M | 0.00% | −3,956−2.0% | Reduced |
| TSP Capital Management Group, LLC | – | $9.48M | 2.32% | – | – |
| Zimmer Partners, LP | 183,657 | $9.26M | 0.24% | +29,100+18.8% | Added |
| Bank of New York Mellon Corp | 180,805 | $9.12M | 0.00% | +14,084+8.4% | Added |
| Goldman Sachs Group Inc | 159,051 | $8.02M | 0.00% | −86,221−35.2% | Reduced |
| Principal Financial Group Inc | 149,134 | $7.52M | 0.00% | +22,791+18.0% | Added |
| First Manhattan Co | 147,228 | $7.42M | 0.02% | −125−0.1% | Reduced |
| Renaissance Technologies LLC | 129,213 | $6.51M | 0.01% | −85,800−39.9% | Reduced |
| ProShare Advisors LLC | 118,876 | $5.99M | 0.01% | −509−0.4% | Reduced |
| Cramer Rosenthal McGlynn LLC | 105,066 | $5.30M | 0.34% | −4,350−4.0% | Reduced |
| UBS Asset Management Americas Inc | 73,892 | $3.73M | 0.00% | +27,896+60.6% | Added |
| Public Sector Pension Investment Board | 63,472 | $3.20M | 0.01% | −6,850−9.7% | Reduced |
| Bank of America Corp | 62,290 | $3.14M | 0.00% | −19,308−23.7% | Reduced |
| UBS Group AG | 56,865 | $2.87M | 0.00% | −21,671−27.6% | Reduced |
| Rhumbline Advisers | 51,183 | $2.58M | 0.00% | −3,052−5.6% | Reduced |
| Penn Capital Management Co Inc | 50,956 | $2.57M | 0.20% | +11,251+28.3% | Added |
| Northstar Asset Management Inc | 47,128 | $2.38M | 0.61% | −4,667−9.0% | Reduced |
| Aventail Capital Group, LP | 45,509 | $2.29M | 0.13% | +45,509 | New |
| Exchange Traded Concepts, LLC | 40,541 | $2.04M | 0.02% | +291+0.7% | Added |
| American Century Companies Inc | 39,483 | $1.99M | 0.00% | −8,361−17.5% | Reduced |
| Nuveen, LLC | 38,934 | $1.96M | 0.00% | −778−2.0% | Reduced |
| NFJ Investment Group, LLC | 38,178 | $1.92M | 0.07% | −1,973−4.9% | Reduced |
| Ameriprise Financial Inc | 38,062 | $1.92M | 0.00% | −5,100−11.8% | Reduced |
| Swiss National Bank | 35,462 | $1.79M | 0.00% | +800+2.3% | Added |
| Quantinno Capital Management LP | 29,018 | $1.46M | 0.00% | +6,594+29.4% | Added |
| Baird Financial Group, Inc. | 28,901 | $1.46M | 0.00% | −498−1.7% | Reduced |
| TD Asset Management Inc | 28,784 | $1.45M | 0.00% | +1,698+6.3% | Added |
| Barclays PLC | 28,545 | $1.44M | 0.00% | +3,341+13.3% | Added |
| JPMorgan Chase & Co | 28,146 | $1.42M | 0.00% | −7,166−20.3% | Reduced |
| Price T Rowe Associates Inc | 27,875 | $1.41M | 0.00% | +3,619+14.9% | Added |
| Oppenheimer & Co Inc | 27,366 | $1.38M | 0.02% | +601+2.2% | Added |
| LPL Financial LLC | 26,072 | $1.31M | 0.00% | −2,308−8.1% | Reduced |
| Wells Fargo & Company | 25,529 | $1.29M | 0.00% | +8,211+47.4% | Added |
| CenterBook Partners LP | 24,165 | $1.22M | 0.06% | +8,326+52.6% | Added |
| HighTower Advisors, LLC | 23,120 | $1.17M | 0.00% | +34+0.1% | Added |
| AQR Capital Management LLC | 22,607 | $1.14M | 0.00% | −25,390−52.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 21,488 | $1.08M | 0.25% | −1,390−6.1% | Reduced |
| D. E. Shaw & Co., Inc. | 20,259 | $1.02M | 0.00% | −56,463−73.6% | Reduced |
| Alliancebernstein L.P. | 20,133 | $1.02M | 0.00% | −2,910−12.6% | Reduced |
| Great West Life Assurance Co | 18,777 | $947.0K | 0.00% | −14,985−44.4% | Reduced |
| Gabelli Funds LLC | 18,350 | $925.2K | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 17,721 | $893.5K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 17,418 | $878.0K | 0.00% | −397−2.2% | Reduced |
| Prudential Financial Inc | 16,784 | $846.2K | 0.00% | −1,052−5.9% | Reduced |
| California State Teachers Retirement System | 16,497 | $831.8K | 0.00% | +11+0.1% | Added |
| Deutsche Bank AG | 16,241 | $818.9K | 0.00% | +404+2.6% | Added |
| ExodusPoint Capital Management, LP | 15,863 | $799.8K | 0.01% | +15,863 | New |
| Davy Global Fund Management Ltd | 15,722 | $792.7K | 0.05% | +2,095+15.4% | Added |
| The PNC Financial Services Group, Inc. | 15,374 | $775.2K | 0.00% | −134−0.9% | Reduced |
| Franklin Resources Inc | 14,899 | $751.2K | 0.00% | −203−1.3% | Reduced |
| Citadel Advisors LLC | 13,887 | $700.2K | 0.00% | +1,064+8.3% | Added |
| Susquehanna International Group, LLP | 13,406 | $675.9K | 0.00% | +13,406 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 12,992 | $655.1K | 0.00% | +629+5.1% | Added |
| Magellan Asset Management Ltd | 12,416 | $626.0K | 0.01% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 12,084 | $609.3K | 0.06% | +12,084 | New |
| Private Advisor Group, LLC | 11,743 | $592.1K | 0.00% | +76+0.7% | Added |
| CI Private Wealth, LLC | 11,328 | $571.2K | 0.00% | +1,148+11.3% | Added |
| Raymond James Financial Inc | 11,122 | $560.8K | 0.00% | +658+6.3% | Added |
| Main Street Financial Solutions, LLC | 10,568 | $532.8K | 0.04% | +41+0.4% | Added |
| MetLife Investment Management | 10,472 | $528.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,375 | $523.0K | 0.00% | +477+4.8% | Added |
| SG Americas Securities, LLC | 10,282 | $518.0K | 0.00% | −16,218−61.2% | Reduced |
| State of Alaska, Department of Revenue | 9,870 | $496.0K | 0.01% | +271+2.8% | Added |
| Illinois Municipal Retirement Fund | 9,703 | $489.2K | 0.01% | +315+3.4% | Added |
| Commonwealth Equity Services, LLC | 9,300 | $468.9K | 0.00% | +716+8.3% | Added |
| Cerity Partners LLC | 9,256 | $466.7K | 0.00% | −2,873−23.7% | Reduced |
| CWM Advisors, LLC | 9,243 | $466.0K | 0.04% | +873+10.4% | Added |
| New York State Teachers Retirement System | 9,011 | $454.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 8,972 | $452.8K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 8,966 | $452.0K | 0.00% | −20−0.2% | Reduced |
| Odyssean, LLC | 8,765 | $441.9K | 0.32% | +8,765 | New |
| Verition Fund Management LLC | 8,688 | $438.0K | 0.00% | −1,426−14.1% | Reduced |
| Louisiana State Employees Retirement System | 8,400 | $423.5K | 0.01% | +100+1.2% | Added |
| Toroso Investments, LLC | 8,356 | $421.3K | 0.00% | −337−3.9% | Reduced |
| State of Wisconsin Investment Board | 8,304 | $418.7K | 0.00% | −518−5.9% | Reduced |
| Parcion Private Wealth LLC | 8,197 | $413.3K | 0.03% | −114−1.4% | Reduced |
| Intech Investment Management LLC | 7,308 | $368.5K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,907 | $350.7K | 0.00% | −2,483−26.4% | Reduced |
| Blackhill Capital Inc | 6,666 | $336.1K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,640 | $334.8K | 0.02% | +1,991+42.8% | Added |
| Comerica Bank | 6,103 | $307.7K | 0.00% | +883+16.9% | Added |
| Rockefeller Capital Management L.P. | 6,077 | $306.4K | 0.00% | +5,114+531.0% | Added |
| Citigroup Inc | 6,042 | $304.6K | 0.00% | −159−2.6% | Reduced |
| FMR LLC | 6,040 | $304.6K | 0.00% | +154+2.6% | Added |
| Guyasuta Investment Advisors Inc | 6,000 | $302.5K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,972 | $301.1K | 0.00% | −1,026−14.7% | Reduced |
| Advisor Group Holdings, Inc. | 5,870 | $296.0K | 0.00% | +120+2.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,579 | $281.3K | 0.06% | 00.0% | Unchanged |