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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $50 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $101 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $101 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 3 | $152 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4 | $202 | 0.00% | +4 | New |
| Flagship Harbor Advisors, LLC | 4 | $202 | 0.00% | +4 | New |
| Rothschild Investment LLC | 5 | $252 | 0.00% | −30−85.7% | Reduced |
| Ankerstar Wealth, LLC | 5 | $252 | 0.00% | +5 | New |
| TFC Financial Management | 5 | $260 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $353 | 0.00% | +7 | New |
| Farmers & Merchants Investments Inc | 12 | $605 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $606 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $858 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 19 | $981 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $1.16K | 0.00% | −140−85.9% | Reduced |
| VSM Wealth Advisory, LLC | 35 | $1.76K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 42 | $2.12K | 0.00% | −407−90.6% | Reduced |
| Brown Brothers Harriman & Co | 42 | $2.12K | 0.00% | +42 | New |
| IFP Advisors, Inc | 43 | $2.17K | 0.00% | −17−28.3% | Reduced |
| Ares Financial Consulting, LLC | 60 | $3.02K | 0.00% | +60 | New |
| Larson Financial Group LLC | 66 | $3.34K | 0.00% | +8+13.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3.62K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 88 | $4.44K | 0.00% | +79+877.8% | Added |
| SRS Capital Advisors, Inc. | 95 | $4.79K | 0.00% | −3,918−97.6% | Reduced |
| Bessemer Group Inc | 99 | $5.00K | 0.00% | +46+86.8% | Added |
| SJS Investment Consulting Inc. | 100 | $5.04K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 96 | $5.46K | 0.00% | +96 | New |
| Quent Capital, LLC | 112 | $5.65K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 117 | $5.90K | 0.00% | +56+91.8% | Added |
| Spire Wealth Management | 126 | $6.35K | 0.00% | −97−43.5% | Reduced |
| Fifth Third Bancorp | 132 | $6.66K | 0.00% | −110−45.5% | Reduced |
| Hantz Financial Services, Inc. | 131 | $7.00K | 0.00% | −504−79.4% | Reduced |
| Smartleaf Asset Management LLC | 173 | $8.81K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 187 | $9.00K | 0.00% | +43+29.9% | Added |
| Clear Street Markets LLC | 221 | $11.1K | 0.00% | +221 | New |
| Signaturefd, LLC | 239 | $12.1K | 0.00% | −70−22.7% | Reduced |
| Farther Finance Advisors, LLC | 241 | $12.2K | 0.00% | −61−20.2% | Reduced |
| Salomon & Ludwin, LLC | 244 | $12.2K | 0.00% | +182+293.5% | Added |
| Harbour Investments, Inc. | 256 | $12.9K | 0.00% | +6+2.4% | Added |
| Rosenberg Matthew Hamilton | 259 | $13.1K | 0.00% | −6−2.3% | Reduced |
| TSFG, LLC | 286 | $14.0K | 0.00% | +2+0.7% | Added |
| Hanson & Doremus Investment Management | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 300 | $15.1K | 0.00% | −315−51.2% | Reduced |
| MAI Capital Management | 300 | $15.1K | 0.00% | +300 | New |
| Parallel Advisors, LLC | 309 | $15.6K | 0.00% | +193+166.4% | Added |
| Massmutual Trust Co FSB | 347 | $17.5K | 0.00% | +5+1.5% | Added |
| Jones Financial Companies LLLP | 358 | $18.1K | 0.00% | −67−15.8% | Reduced |
| SHP Wealth Management | 400 | $20.2K | 0.00% | +400 | New |
| Central Trust Co | 425 | $21.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 447 | $22.5K | 0.00% | +5+1.1% | Added |
| Vega Investment Solutions | 471 | $23.7K | 0.00% | +471 | New |
| Clarity Asset Management, Inc. | 483 | $24.4K | 0.01% | +3+0.6% | Added |
| US Bancorp | 513 | $25.9K | 0.00% | −312−37.8% | Reduced |
| Allworth Financial LP | 545 | $27.5K | 0.00% | −40−6.8% | Reduced |
| Nisa Investment Advisors, LLC | 611 | $30.8K | 0.00% | −34−5.3% | Reduced |
| North Star Investment Management Corp. | 625 | $31.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 686 | $34.6K | 0.01% | −95−12.2% | Reduced |
| Versant Capital Management, Inc | 734 | $37.0K | 0.00% | +168+29.7% | Added |
| Essential Partners LLC | 737 | $37.2K | 0.01% | −396−35.0% | Reduced |
| NBT Bank N A | 820 | $41.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 910 | $45.9K | 0.00% | −139−13.3% | Reduced |
| Tower Research Capital LLC (TRC) | 914 | $46.1K | 0.00% | −79−8.0% | Reduced |
| Concord Wealth Partners | 921 | $46.4K | 0.01% | +2+0.2% | Added |
| City State Bank | 967 | $48.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 971 | $49.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,282 | $64.7K | 0.00% | +10+0.8% | Added |
| St Germain D J Co Inc | 1,332 | $67.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,478 | $74.5K | 0.00% | −5,824−79.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,491 | $75.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,559 | $78.6K | 0.01% | +1,559 | New |
| Aquatic Capital Management LLC | 1,979 | $99.8K | 0.00% | +1,979 | New |
| CWM, LLC | 2,231 | $112.0K | 0.00% | −1,675−42.9% | Reduced |
| Ensign Peak Advisors, Inc | 2,500 | $126.0K | 0.00% | +2,500 | New |
| International Assets Investment Management, LLC | 2,536 | $127.9K | 0.01% | +2,536 | New |
| Public Employees Retirement Association of Colorado | 2,966 | $150.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,541 | $178.5K | 0.01% | +7+0.2% | Added |
| KLP Kapitalforvaltning AS | 3,900 | $196.6K | 0.00% | +400+11.4% | Added |
| Royal Bank of Canada | 3,919 | $197.0K | 0.00% | −24,722−86.3% | Reduced |
| Two Sigma Investments, LP | 4,100 | $206.7K | 0.00% | −21,493−84.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,140 | $208.7K | 0.00% | −32,615−88.7% | Reduced |
| State of Tennessee, Treasury Department | 4,033 | $211.2K | 0.00% | −318−7.3% | Reduced |
| Oregon Public Employees Retirement Fund | 4,214 | $212.5K | 0.00% | +200+5.0% | Added |
| Atria Investments LLC | 4,237 | $213.6K | 0.00% | −197−4.4% | Reduced |
| Clean Yield Group | 4,525 | $228.2K | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 4,533 | $228.6K | 0.00% | −2,706−37.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,540 | $228.9K | 0.00% | −48−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,527 | $229.0K | 0.00% | −530−10.5% | Reduced |
| Janney Montgomery Scott LLC | 4,634 | $234.0K | 0.00% | −594−11.4% | Reduced |
| State Board of Administration of Florida Retirement System | 4,791 | $241.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,904 | $247.3K | 0.00% | −5,937−54.8% | Reduced |
| First Trust Advisors LP | 4,904 | $247.3K | 0.00% | −1,839−27.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,933 | $248.7K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,970 | $250.6K | 0.00% | −152−3.0% | Reduced |
| Pictet Asset Management Holding SA | 5,000 | $252.1K | 0.00% | 00.0% | Unchanged |
| Teton Advisors, LLC | 5,000 | $252.1K | 0.17% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,053 | $254.8K | 0.00% | +358+7.6% | Added |
| Arizona State Retirement System | 5,063 | $255.3K | 0.00% | −221−4.2% | Reduced |
| Yousif Capital Management, LLC | 4,871 | $259.1K | 0.00% | −656−11.9% | Reduced |
| Amalgamated Bank | 5,203 | $262.0K | 0.00% | −54−1.0% | Reduced |