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 |
|---|---|---|---|---|---|
| Amundi | 5,477 | $276.1K | 0.00% | +5,477 | New |
| New York State Common Retirement Fund | 5,548 | $279.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,573 | $281.0K | 0.00% | −492−8.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,579 | $281.3K | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,870 | $296.0K | 0.00% | +120+2.1% | Added |
| BNP Paribas Arbitrage, SA | 5,972 | $301.1K | 0.00% | −1,026−14.7% | Reduced |
| Guyasuta Investment Advisors Inc | 6,000 | $302.5K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 6,040 | $304.6K | 0.00% | +154+2.6% | Added |
| Citigroup Inc | 6,042 | $304.6K | 0.00% | −159−2.6% | Reduced |
| Rockefeller Capital Management L.P. | 6,077 | $306.4K | 0.00% | +5,114+531.0% | Added |
| Comerica Bank | 6,103 | $307.7K | 0.00% | +883+16.9% | Added |
| GAMMA Investing LLC | 6,640 | $334.8K | 0.02% | +1,991+42.8% | Added |
| Blackhill Capital Inc | 6,666 | $336.1K | 0.02% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,907 | $350.7K | 0.00% | −2,483−26.4% | Reduced |
| Intech Investment Management LLC | 7,308 | $368.5K | 0.00% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 8,197 | $413.3K | 0.03% | −114−1.4% | Reduced |
| State of Wisconsin Investment Board | 8,304 | $418.7K | 0.00% | −518−5.9% | Reduced |
| Toroso Investments, LLC | 8,356 | $421.3K | 0.00% | −337−3.9% | Reduced |
| Louisiana State Employees Retirement System | 8,400 | $423.5K | 0.01% | +100+1.2% | Added |
| Verition Fund Management LLC | 8,688 | $438.0K | 0.00% | −1,426−14.1% | Reduced |
| Odyssean, LLC | 8,765 | $441.9K | 0.32% | +8,765 | New |
| Daiwa Securities Group Inc. | 8,966 | $452.0K | 0.00% | −20−0.2% | Reduced |
| Janus Henderson Group PLC | 8,972 | $452.8K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 9,011 | $454.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 9,243 | $466.0K | 0.04% | +873+10.4% | Added |
| Cerity Partners LLC | 9,256 | $466.7K | 0.00% | −2,873−23.7% | Reduced |
| Commonwealth Equity Services, LLC | 9,300 | $468.9K | 0.00% | +716+8.3% | Added |
| Illinois Municipal Retirement Fund | 9,703 | $489.2K | 0.01% | +315+3.4% | Added |
| State of Alaska, Department of Revenue | 9,870 | $496.0K | 0.01% | +271+2.8% | Added |
| SG Americas Securities, LLC | 10,282 | $518.0K | 0.00% | −16,218−61.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,375 | $523.0K | 0.00% | +477+4.8% | Added |
| MetLife Investment Management | 10,472 | $528.0K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 10,568 | $532.8K | 0.04% | +41+0.4% | Added |
| Raymond James Financial Inc | 11,122 | $560.8K | 0.00% | +658+6.3% | Added |
| CI Private Wealth, LLC | 11,328 | $571.2K | 0.00% | +1,148+11.3% | Added |
| Private Advisor Group, LLC | 11,743 | $592.1K | 0.00% | +76+0.7% | Added |
| Abacus Wealth Partners, LLC | 12,084 | $609.3K | 0.06% | +12,084 | New |
| Magellan Asset Management Ltd | 12,416 | $626.0K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 12,992 | $655.1K | 0.00% | +629+5.1% | Added |
| Susquehanna International Group, LLP | 13,406 | $675.9K | 0.00% | +13,406 | New |
| Citadel Advisors LLC | 13,887 | $700.2K | 0.00% | +1,064+8.3% | Added |
| Franklin Resources Inc | 14,899 | $751.2K | 0.00% | −203−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 15,374 | $775.2K | 0.00% | −134−0.9% | Reduced |
| Davy Global Fund Management Ltd | 15,722 | $792.7K | 0.05% | +2,095+15.4% | Added |
| ExodusPoint Capital Management, LP | 15,863 | $799.8K | 0.01% | +15,863 | New |
| Deutsche Bank AG | 16,241 | $818.9K | 0.00% | +404+2.6% | Added |
| California State Teachers Retirement System | 16,497 | $831.8K | 0.00% | +11+0.1% | Added |
| Prudential Financial Inc | 16,784 | $846.2K | 0.00% | −1,052−5.9% | Reduced |
| Thrivent Financial for Lutherans | 17,418 | $878.0K | 0.00% | −397−2.2% | Reduced |
| Storebrand Asset Management AS | 17,721 | $893.5K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 18,350 | $925.2K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 18,777 | $947.0K | 0.00% | −14,985−44.4% | Reduced |
| Alliancebernstein L.P. | 20,133 | $1.02M | 0.00% | −2,910−12.6% | Reduced |
| D. E. Shaw & Co., Inc. | 20,259 | $1.02M | 0.00% | −56,463−73.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 21,488 | $1.08M | 0.25% | −1,390−6.1% | Reduced |
| AQR Capital Management LLC | 22,607 | $1.14M | 0.00% | −25,390−52.9% | Reduced |
| HighTower Advisors, LLC | 23,120 | $1.17M | 0.00% | +34+0.1% | Added |
| CenterBook Partners LP | 24,165 | $1.22M | 0.06% | +8,326+52.6% | Added |
| Wells Fargo & Company | 25,529 | $1.29M | 0.00% | +8,211+47.4% | Added |
| LPL Financial LLC | 26,072 | $1.31M | 0.00% | −2,308−8.1% | Reduced |
| Oppenheimer & Co Inc | 27,366 | $1.38M | 0.02% | +601+2.2% | Added |
| Price T Rowe Associates Inc | 27,875 | $1.41M | 0.00% | +3,619+14.9% | Added |
| JPMorgan Chase & Co | 28,146 | $1.42M | 0.00% | −7,166−20.3% | Reduced |
| Barclays PLC | 28,545 | $1.44M | 0.00% | +3,341+13.3% | Added |
| TD Asset Management Inc | 28,784 | $1.45M | 0.00% | +1,698+6.3% | Added |
| Baird Financial Group, Inc. | 28,901 | $1.46M | 0.00% | −498−1.7% | Reduced |
| Quantinno Capital Management LP | 29,018 | $1.46M | 0.00% | +6,594+29.4% | Added |
| Swiss National Bank | 35,462 | $1.79M | 0.00% | +800+2.3% | Added |
| Ameriprise Financial Inc | 38,062 | $1.92M | 0.00% | −5,100−11.8% | Reduced |
| NFJ Investment Group, LLC | 38,178 | $1.92M | 0.07% | −1,973−4.9% | Reduced |
| Nuveen, LLC | 38,934 | $1.96M | 0.00% | −778−2.0% | Reduced |
| American Century Companies Inc | 39,483 | $1.99M | 0.00% | −8,361−17.5% | Reduced |
| Exchange Traded Concepts, LLC | 40,541 | $2.04M | 0.02% | +291+0.7% | Added |
| Aventail Capital Group, LP | 45,509 | $2.29M | 0.13% | +45,509 | New |
| Northstar Asset Management Inc | 47,128 | $2.38M | 0.61% | −4,667−9.0% | Reduced |
| Penn Capital Management Co Inc | 50,956 | $2.57M | 0.20% | +11,251+28.3% | Added |
| Rhumbline Advisers | 51,183 | $2.58M | 0.00% | −3,052−5.6% | Reduced |
| UBS Group AG | 56,865 | $2.87M | 0.00% | −21,671−27.6% | Reduced |
| Bank of America Corp | 62,290 | $3.14M | 0.00% | −19,308−23.7% | Reduced |
| Public Sector Pension Investment Board | 63,472 | $3.20M | 0.01% | −6,850−9.7% | Reduced |
| UBS Asset Management Americas Inc | 73,892 | $3.73M | 0.00% | +27,896+60.6% | Added |
| Cramer Rosenthal McGlynn LLC | 105,066 | $5.30M | 0.34% | −4,350−4.0% | Reduced |
| ProShare Advisors LLC | 118,876 | $5.99M | 0.01% | −509−0.4% | Reduced |
| Renaissance Technologies LLC | 129,213 | $6.51M | 0.01% | −85,800−39.9% | Reduced |
| First Manhattan Co | 147,228 | $7.42M | 0.02% | −125−0.1% | Reduced |
| Principal Financial Group Inc | 149,134 | $7.52M | 0.00% | +22,791+18.0% | Added |
| Goldman Sachs Group Inc | 159,051 | $8.02M | 0.00% | −86,221−35.2% | Reduced |
| Bank of New York Mellon Corp | 180,805 | $9.12M | 0.00% | +14,084+8.4% | Added |
| Zimmer Partners, LP | 183,657 | $9.26M | 0.24% | +29,100+18.8% | Added |
| TSP Capital Management Group, LLC | – | $9.48M | 2.32% | – | – |
| Northern Trust Corp | 198,348 | $10.0M | 0.00% | −3,956−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 210,787 | $10.6M | 0.00% | +6,081+3.0% | Added |
| Ledgewood Wealth Advisors, LLC | 254,016 | $12.8M | 7.38% | 00.0% | Unchanged |
| Invesco Ltd. | 307,594 | $15.5M | 0.00% | +17,261+5.9% | Added |
| Dimensional Fund Advisors LP | 342,716 | $17.3M | 0.00% | −4,456−1.3% | Reduced |
| Legal & General Group Plc | 388,546 | $19.6M | 0.00% | +8,784+2.3% | Added |
| Geode Capital Management, LLC | 464,484 | $23.4M | 0.00% | +5,132+1.1% | Added |
| State Street Corp | 730,072 | $36.8M | 0.00% | +27,597+3.9% | Added |
| Morgan Stanley | 1,066,578 | $53.8M | 0.00% | +563,457+112.0% | Added |
| Vanguard Group Inc | 1,398,851 | $70.5M | 0.00% | +25,363+1.8% | Added |