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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 5,573 | $281.0K | 0.00% | −492−8.1% | Reduced |
| New York State Common Retirement Fund | 5,548 | $279.7K | 0.00% | 00.0% | Unchanged |
| Amundi | 5,477 | $276.1K | 0.00% | +5,477 | New |
| Amalgamated Bank | 5,203 | $262.0K | 0.00% | −54−1.0% | Reduced |
| Yousif Capital Management, LLC | 4,871 | $259.1K | 0.00% | −656−11.9% | Reduced |
| Arizona State Retirement System | 5,063 | $255.3K | 0.00% | −221−4.2% | Reduced |
| Cullen Capital Management LLC | 5,053 | $254.8K | 0.00% | +358+7.6% | Added |
| 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 |
| Kestra Advisory Services, LLC | 4,970 | $250.6K | 0.00% | −152−3.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,933 | $248.7K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 4,904 | $247.3K | 0.00% | −1,839−27.3% | Reduced |
| Russell Investments Group, Ltd. | 4,904 | $247.3K | 0.00% | −5,937−54.8% | Reduced |
| State Board of Administration of Florida Retirement System | 4,791 | $241.6K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,634 | $234.0K | 0.00% | −594−11.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,527 | $229.0K | 0.00% | −530−10.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,540 | $228.9K | 0.00% | −48−1.0% | Reduced |
| Ethic Inc. | 4,533 | $228.6K | 0.00% | −2,706−37.4% | Reduced |
| Clean Yield Group | 4,525 | $228.2K | 0.06% | 00.0% | Unchanged |
| Atria Investments LLC | 4,237 | $213.6K | 0.00% | −197−4.4% | Reduced |
| Oregon Public Employees Retirement Fund | 4,214 | $212.5K | 0.00% | +200+5.0% | Added |
| State of Tennessee, Treasury Department | 4,033 | $211.2K | 0.00% | −318−7.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,140 | $208.7K | 0.00% | −32,615−88.7% | Reduced |
| Two Sigma Investments, LP | 4,100 | $206.7K | 0.00% | −21,493−84.0% | Reduced |
| Royal Bank of Canada | 3,919 | $197.0K | 0.00% | −24,722−86.3% | Reduced |
| KLP Kapitalforvaltning AS | 3,900 | $196.6K | 0.00% | +400+11.4% | Added |
| Armstrong Advisory Group, Inc | 3,541 | $178.5K | 0.01% | +7+0.2% | Added |
| Public Employees Retirement Association of Colorado | 2,966 | $150.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,536 | $127.9K | 0.01% | +2,536 | New |
| Ensign Peak Advisors, Inc | 2,500 | $126.0K | 0.00% | +2,500 | New |
| CWM, LLC | 2,231 | $112.0K | 0.00% | −1,675−42.9% | Reduced |
| Aquatic Capital Management LLC | 1,979 | $99.8K | 0.00% | +1,979 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,559 | $78.6K | 0.01% | +1,559 | New |
| Ameritas Investment Partners, Inc. | 1,491 | $75.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,478 | $74.5K | 0.00% | −5,824−79.8% | Reduced |
| St Germain D J Co Inc | 1,332 | $67.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,282 | $64.7K | 0.00% | +10+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 971 | $49.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 967 | $48.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 921 | $46.4K | 0.01% | +2+0.2% | Added |
| Tower Research Capital LLC (TRC) | 914 | $46.1K | 0.00% | −79−8.0% | Reduced |
| Sterling Capital Management LLC | 910 | $45.9K | 0.00% | −139−13.3% | Reduced |
| NBT Bank N A | 820 | $41.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 737 | $37.2K | 0.01% | −396−35.0% | Reduced |
| Versant Capital Management, Inc | 734 | $37.0K | 0.00% | +168+29.7% | Added |
| Costello Asset Management, INC | 686 | $34.6K | 0.01% | −95−12.2% | Reduced |
| North Star Investment Management Corp. | 625 | $31.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 611 | $30.8K | 0.00% | −34−5.3% | Reduced |
| Allworth Financial LP | 545 | $27.5K | 0.00% | −40−6.8% | Reduced |
| US Bancorp | 513 | $25.9K | 0.00% | −312−37.8% | Reduced |
| Clarity Asset Management, Inc. | 483 | $24.4K | 0.01% | +3+0.6% | Added |
| Vega Investment Solutions | 471 | $23.7K | 0.00% | +471 | New |
| Northwestern Mutual Wealth Management Co | 447 | $22.5K | 0.00% | +5+1.1% | Added |
| Central Trust Co | 425 | $21.4K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 400 | $20.2K | 0.00% | +400 | New |
| Jones Financial Companies LLLP | 358 | $18.1K | 0.00% | −67−15.8% | Reduced |
| Massmutual Trust Co FSB | 347 | $17.5K | 0.00% | +5+1.5% | Added |
| Parallel Advisors, LLC | 309 | $15.6K | 0.00% | +193+166.4% | Added |
| Glen Eagle Advisors, LLC | 300 | $15.1K | 0.00% | −315−51.2% | Reduced |
| MAI Capital Management | 300 | $15.1K | 0.00% | +300 | New |
| Hanson & Doremus Investment Management | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 286 | $14.0K | 0.00% | +2+0.7% | Added |
| Rosenberg Matthew Hamilton | 259 | $13.1K | 0.00% | −6−2.3% | Reduced |
| Harbour Investments, Inc. | 256 | $12.9K | 0.00% | +6+2.4% | Added |
| Salomon & Ludwin, LLC | 244 | $12.2K | 0.00% | +182+293.5% | Added |
| Farther Finance Advisors, LLC | 241 | $12.2K | 0.00% | −61−20.2% | Reduced |
| Signaturefd, LLC | 239 | $12.1K | 0.00% | −70−22.7% | Reduced |
| Clear Street Markets LLC | 221 | $11.1K | 0.00% | +221 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 187 | $9.00K | 0.00% | +43+29.9% | Added |
| Smartleaf Asset Management LLC | 173 | $8.81K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 131 | $7.00K | 0.00% | −504−79.4% | Reduced |
| Fifth Third Bancorp | 132 | $6.66K | 0.00% | −110−45.5% | Reduced |
| Spire Wealth Management | 126 | $6.35K | 0.00% | −97−43.5% | Reduced |
| Umb Bank N A | 117 | $5.90K | 0.00% | +56+91.8% | Added |
| Quent Capital, LLC | 112 | $5.65K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 96 | $5.46K | 0.00% | +96 | New |
| SJS Investment Consulting Inc. | 100 | $5.04K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 99 | $5.00K | 0.00% | +46+86.8% | Added |
| SRS Capital Advisors, Inc. | 95 | $4.79K | 0.00% | −3,918−97.6% | Reduced |
| Fortitude Family Office, LLC | 88 | $4.44K | 0.00% | +79+877.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $3.62K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 66 | $3.34K | 0.00% | +8+13.8% | Added |
| Ares Financial Consulting, LLC | 60 | $3.02K | 0.00% | +60 | New |
| IFP Advisors, Inc | 43 | $2.17K | 0.00% | −17−28.3% | Reduced |
| Creative Financial Designs Inc | 42 | $2.12K | 0.00% | −407−90.6% | Reduced |
| Brown Brothers Harriman & Co | 42 | $2.12K | 0.00% | +42 | New |
| VSM Wealth Advisory, LLC | 35 | $1.76K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $1.16K | 0.00% | −140−85.9% | Reduced |
| Vermillion Wealth Management, Inc. | 19 | $981 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $858 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $606 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $605 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $353 | 0.00% | +7 | New |
| TFC Financial Management | 5 | $260 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $252 | 0.00% | −30−85.7% | Reduced |
| Ankerstar Wealth, LLC | 5 | $252 | 0.00% | +5 | New |
| CIBC Private Wealth Group, LLC | 4 | $202 | 0.00% | +4 | New |
| Flagship Harbor Advisors, LLC | 4 | $202 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 3 | $152 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $101 | 0.00% | 00.0% | Unchanged |