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, Q1 2026
Institutional positions in Middlesex Water Co as of Mar 31, 2026. 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
- 221
- +22 vs. Q4 2025
- Shares held
- 15.0M
- +1.48M (+10.9%) vs. Q4 2025
- Total value
- $793.4M
- +$100.3M (+14.5%) vs. Q4 2025
- New holders
- 36
- 75 more added
- Sold out
- 14
- 66 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,016,602 | $157.0M | 0.00% | −436,882−12.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,742,092 | $90.7M | 0.06% | +42,689+2.5% | Added |
| Neuberger Berman Group LLC | 1,549,906 | $80.7M | 0.06% | +26,344+1.7% | Added |
| Morgan Stanley | 1,107,615 | $57.7M | 0.00% | +41,037+3.8% | Added |
| Vanguard Capital Management LLC | 827,953 | $43.1M | 0.00% | +827,953 | New |
| State Street Corp | 744,062 | $38.7M | 0.00% | +13,990+1.9% | Added |
| Vanguard Portfolio Management LLC | 488,067 | $25.4M | 0.00% | +488,067 | New |
| Geode Capital Management, LLC | 469,917 | $24.5M | 0.00% | +5,433+1.2% | Added |
| Legal & General Group Plc | 405,847 | $21.1M | 0.00% | +17,301+4.5% | Added |
| Dimensional Fund Advisors LP | 345,761 | $18.0M | 0.00% | +3,045+0.9% | Added |
| Invesco Ltd. | 290,631 | $15.1M | 0.00% | −16,963−5.5% | Reduced |
| Ledgewood Wealth Advisors, LLC | 254,016 | $13.2M | 7.44% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | – | $10.9M | 2.67% | – | – |
| Northern Trust Corp | 198,096 | $10.3M | 0.00% | −252−0.1% | Reduced |
| Mirova | 196,000 | $10.2M | 0.41% | +196,000 | New |
| Charles Schwab Investment Management Inc | 191,885 | $9.99M | 0.00% | −18,902−9.0% | Reduced |
| Bank of New York Mellon Corp | 177,618 | $9.24M | 0.00% | −3,187−1.8% | Reduced |
| Zimmer Partners, LP | 176,903 | $9.21M | 0.23% | −6,754−3.7% | Reduced |
| Renaissance Technologies LLC | 147,013 | $7.65M | 0.01% | +17,800+13.8% | Added |
| First Manhattan Co | 143,889 | $7.49M | 0.02% | −3,339−2.3% | Reduced |
| Goldman Sachs Group Inc | 129,825 | $6.76M | 0.00% | −29,226−18.4% | Reduced |
| Vanguard Fiduciary Trust Co | 118,968 | $6.19M | 0.00% | +118,968 | New |
| ProShare Advisors LLC | 118,700 | $6.18M | 0.01% | −176−0.1% | Reduced |
| Principal Financial Group Inc | 105,387 | $5.49M | 0.00% | −43,747−29.3% | Reduced |
| Cramer Rosenthal McGlynn LLC | 93,657 | $4.87M | 0.36% | −11,409−10.9% | Reduced |
| Jane Street Group, LLC | 86,742 | $4.51M | 0.00% | +86,742 | New |
| Bank of America Corp | 69,321 | $3.61M | 0.00% | +7,031+11.3% | Added |
| HRT Financial LP | 67,547 | $3.52M | 0.01% | +67,547 | New |
| Public Sector Pension Investment Board | 65,647 | $3.42M | 0.01% | +2,175+3.4% | Added |
| Two Sigma Investments, LP | 65,517 | $3.41M | 0.00% | +61,417+1,498.0% | Added |
| Nuance Investments, LLC | 57,187 | $2.98M | 0.42% | +57,187 | New |
| UBS Asset Management Americas Inc | 55,489 | $2.89M | 0.00% | −18,403−24.9% | Reduced |
| Penn Capital Management Co Inc | 53,595 | $2.79M | 0.22% | +2,639+5.2% | Added |
| Rhumbline Advisers | 52,100 | $2.71M | 0.00% | +917+1.8% | Added |
| Exchange Traded Concepts, LLC | 42,116 | $2.19M | 0.02% | +1,575+3.9% | Added |
| Millennium Management LLC | 40,767 | $2.12M | 0.00% | +40,767 | New |
| Nuveen, LLC | 39,160 | $2.04M | 0.00% | +226+0.6% | Added |
| Ameriprise Financial Inc | 38,443 | $2.00M | 0.00% | +381+1.0% | Added |
| Northstar Asset Management Inc | 38,237 | $1.99M | 0.61% | −8,891−18.9% | Reduced |
| NFJ Investment Group, LLC | 38,178 | $1.99M | 0.08% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 37,365 | $1.94M | 0.00% | +8,347+28.8% | Added |
| Swiss National Bank | 36,262 | $1.89M | 0.00% | +800+2.3% | Added |
| UBS Group AG | 35,760 | $1.86M | 0.00% | −21,105−37.1% | Reduced |
| Citadel Advisors LLC | 32,715 | $1.70M | 0.00% | +18,828+135.6% | Added |
| JPMorgan Chase & Co | 31,424 | $1.66M | 0.00% | +3,278+11.6% | Added |
| Price T Rowe Associates Inc | 31,810 | $1.66M | 0.00% | +3,935+14.1% | Added |
| Baird Financial Group, Inc. | 31,395 | $1.63M | 0.00% | +2,494+8.6% | Added |
| TD Asset Management Inc | 29,036 | $1.51M | 0.00% | +252+0.9% | Added |
| SG Americas Securities, LLC | 28,664 | $1.49M | 0.00% | +18,382+178.8% | Added |
| Oppenheimer & Co Inc | 27,802 | $1.45M | 0.02% | +436+1.6% | Added |
| D. E. Shaw & Co., Inc. | 26,403 | $1.37M | 0.00% | +6,144+30.3% | Added |
| LPL Financial LLC | 24,776 | $1.29M | 0.00% | −1,296−5.0% | Reduced |
| HighTower Advisors, LLC | 24,383 | $1.27M | 0.00% | +1,263+5.5% | Added |
| CenterBook Partners LP | 22,205 | $1.16M | 0.06% | −1,960−8.1% | Reduced |
| Squarepoint Ops LLC | 21,584 | $1.12M | 0.00% | +21,584 | New |
| Alliancebernstein L.P. | 21,033 | $1.06M | 0.00% | +900+4.5% | Added |
| Prudential Financial Inc | 18,494 | $962.6K | 0.00% | +1,710+10.2% | Added |
| Gabelli Funds LLC | 18,350 | $955.1K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 18,230 | $948.9K | 0.00% | +1,989+12.2% | Added |
| Great West Life Assurance Co | 17,402 | $906.0K | 0.00% | −1,375−7.3% | Reduced |
| Thrivent Financial for Lutherans | 17,057 | $888.0K | 0.00% | −361−2.1% | Reduced |
| AQR Capital Management LLC | 16,927 | $881.0K | 0.00% | −5,680−25.1% | Reduced |
| CI Private Wealth, LLC | 16,613 | $864.7K | 0.00% | +5,285+46.7% | Added |
| California State Teachers Retirement System | 16,361 | $851.6K | 0.00% | −136−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 15,890 | $827.1K | 0.00% | +516+3.4% | Added |
| Magellan Asset Management Ltd | 15,503 | $806.9K | 0.01% | +3,087+24.9% | Added |
| Storebrand Asset Management AS | 14,833 | $772.1K | 0.00% | −2,888−16.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,251 | $741.8K | 0.00% | +1,259+9.7% | Added |
| Franklin Resources Inc | 12,960 | $674.6K | 0.00% | −1,939−13.0% | Reduced |
| Raymond James Financial Inc | 12,331 | $641.8K | 0.00% | +1,209+10.9% | Added |
| Private Advisor Group, LLC | 11,969 | $623.0K | 0.00% | +226+1.9% | Added |
| Skopos Labs, Inc. | 11,724 | $610.2K | 0.02% | +11,724 | New |
| Vanguard Asset Management, Ltd | 11,667 | $607.3K | 0.00% | +11,667 | New |
| Abacus Wealth Partners, LLC | 10,838 | $564.1K | 0.05% | −1,246−10.3% | Reduced |
| Main Street Financial Solutions, LLC | 10,569 | $550.1K | 0.04% | +10.0% | Added |
| Wells Fargo & Company | 10,442 | $543.5K | 0.00% | −15,087−59.1% | Reduced |
| MetLife Investment Management | 10,356 | $539.0K | 0.00% | −116−1.1% | Reduced |
| CWM Advisors, LLC | 9,857 | $513.1K | 0.03% | +614+6.6% | Added |
| Illinois Municipal Retirement Fund | 9,765 | $508.3K | 0.01% | +62+0.6% | Added |
| State of Alaska, Department of Revenue | 9,586 | $498.0K | 0.01% | −284−2.9% | Reduced |
| Susquehanna International Group, LLP | 9,379 | $488.2K | 0.00% | −4,027−30.0% | Reduced |
| Commonwealth Equity Services, LLC | 9,334 | $485.8K | 0.00% | +34+0.4% | Added |
| Janus Henderson Group PLC | 8,972 | $466.9K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 8,936 | $465.1K | 0.00% | −30−0.3% | Reduced |
| Toroso Investments, LLC | 8,575 | $446.3K | 0.00% | +219+2.6% | Added |
| XTX Topco Ltd | 8,461 | $440.4K | 0.01% | +8,461 | New |
| New York State Teachers Retirement System | 8,433 | $439.0K | 0.00% | −578−6.4% | Reduced |
| Parcion Private Wealth LLC | 8,117 | $422.5K | 0.03% | −80−1.0% | Reduced |
| Louisiana State Employees Retirement System | 8,100 | $421.6K | 0.01% | −300−3.6% | Reduced |
| Odyssean, LLC | 7,394 | $384.9K | 0.14% | −1,371−15.6% | Reduced |
| Vanguard Global Advisers, LLC | 7,197 | $374.6K | 0.00% | +7,197 | New |
| Blackhill Capital Inc | 6,666 | $347.0K | 0.02% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,522 | $339.5K | 0.00% | −385−5.6% | Reduced |
| First Trust Advisors LP | 6,423 | $334.3K | 0.00% | +1,519+31.0% | Added |
| BNP Paribas Arbitrage, SA | 6,162 | $320.7K | 0.00% | +190+3.2% | Added |
| Guyasuta Investment Advisors Inc | 6,000 | $312.3K | 0.02% | 00.0% | Unchanged |
| Atom Investors LP | 5,918 | $308.0K | 0.02% | +5,918 | New |
| Two Sigma Securities, LLC | 5,869 | $305.5K | 0.04% | +5,869 | New |
| GAMMA Investing LLC | 5,794 | $301.6K | 0.01% | −846−12.7% | Reduced |
| FMR LLC | 5,782 | $301.0K | 0.00% | −258−4.3% | Reduced |