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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 1,523,562 | $76.8M | 0.06% | +512,108+50.6% | Added |
| T. Rowe Price Investment Management, Inc. | 1,699,403 | $85.7M | 0.05% | +66,174+4.1% | Added |
| BlackRock, Inc. | 3,453,484 | $174.1M | 0.00% | +97,315+2.9% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −78,187−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −14,958−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −13,515−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −8,785−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −8,349−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,591−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −5,852−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −5,610−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −5,235−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −5,215−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −4,767−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4,191−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −4,086−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −2,461−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −785−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Thematics Asset Management | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |