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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $52 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $52 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $52 | 0.00% | +1 | New |
| Advisory Services Network, LLC | 2 | $104 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $271 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 7 | $364 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 7 | $364 | 0.00% | +2+40.0% | Added |
| Gilpin Wealth Management, LLC | 7 | $365 | 0.00% | +5+250.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 8 | $416 | 0.00% | +8 | New |
| IFP Advisors, Inc | 10 | $520 | 0.00% | −33−76.7% | Reduced |
| Parkside Financial Bank & Trust | 12 | $625 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $625 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $885 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 20 | $1.02K | 0.00% | +1+5.3% | Added |
| Fortitude Family Office, LLC | 23 | $1.20K | 0.00% | −65−73.9% | Reduced |
| Rothschild Investment LLC | 27 | $1.41K | 0.00% | +22+440.0% | Added |
| Quarry LP | 33 | $1.72K | 0.00% | +33 | New |
| VSM Wealth Advisory, LLC | 35 | $1.82K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 42 | $2.19K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 53 | $3.00K | 0.00% | −78−59.5% | Reduced |
| Smartleaf Asset Management LLC | 60 | $3.16K | 0.00% | −113−65.3% | Reduced |
| Larson Financial Group LLC | 62 | $3.20K | 0.00% | −4−6.1% | Reduced |
| Los Angeles Capital Management LLC | 66 | $3.44K | 0.00% | −30−31.3% | Reduced |
| Umb Bank N A | 96 | $5.00K | 0.00% | −21−17.9% | Reduced |
| SJS Investment Consulting Inc. | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 118 | $6.14K | 0.00% | −121−50.6% | Reduced |
| Spire Wealth Management | 127 | $6.60K | 0.00% | +1+0.8% | Added |
| Versant Capital Management, Inc | 159 | $8.28K | 0.00% | −575−78.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 205 | $10.7K | 0.00% | +18+9.6% | Added |
| Bessemer Group Inc | 214 | $11.0K | 0.00% | +115+116.2% | Added |
| Quadrant Capital Group LLC | 243 | $12.6K | 0.00% | −1,235−83.6% | Reduced |
| Essential Partners LLC | 249 | $13.0K | 0.00% | −488−66.2% | Reduced |
| Rosenberg Matthew Hamilton | 259 | $13.5K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 288 | $15.0K | 0.00% | +2+0.7% | Added |
| Glen Eagle Advisors, LLC | 300 | $15.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 303 | $15.8K | 0.00% | −44−12.7% | Reduced |
| MAI Capital Management | 303 | $15.8K | 0.00% | +3+1.0% | Added |
| Hanson & Doremus Investment Management | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 341 | $18.0K | 0.01% | +281+468.3% | Added |
| Beacon Investment Advisory Services, Inc. | 368 | $19.2K | 0.00% | +368 | New |
| EverSource Wealth Advisors, LLC | 397 | $20.7K | 0.00% | +374+1,626.1% | Added |
| SHP Wealth Management | 400 | $20.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 405 | $21.1K | 0.00% | −206−33.7% | Reduced |
| Central Trust Co | 425 | $22.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 432 | $22.8K | 0.00% | +191+79.3% | Added |
| Northwestern Mutual Wealth Management Co | 442 | $23.0K | 0.00% | −5−1.1% | Reduced |
| Salomon & Ludwin, LLC | 453 | $24.4K | 0.00% | +209+85.7% | Added |
| Vega Investment Solutions | 471 | $24.5K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 472 | $24.6K | 0.00% | +400+555.6% | Added |
| Parallel Advisors, LLC | 521 | $27.1K | 0.00% | +212+68.6% | Added |
| Sterling Capital Management LLC | 531 | $27.6K | 0.00% | −379−41.6% | Reduced |
| Jones Financial Companies LLLP | 536 | $27.8K | 0.00% | +178+49.7% | Added |
| Lummis Asset Management, LP | 550 | $28.0K | 0.02% | +550 | New |
| Allworth Financial LP | 548 | $28.5K | 0.00% | +3+0.6% | Added |
| Clarity Asset Management, Inc. | 580 | $30.2K | 0.02% | +97+20.1% | Added |
| North Star Investment Management Corp. | 625 | $32.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 690 | $35.9K | 0.01% | +4+0.6% | Added |
| Harbour Investments, Inc. | 756 | $39.4K | 0.00% | +500+195.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 762 | $39.7K | 0.00% | −797−51.1% | Reduced |
| NBT Bank N A | 820 | $42.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 841 | $43.8K | 0.00% | +328+63.9% | Added |
| KBC Group NV | 857 | $45.0K | 0.00% | +857 | New |
| City State Bank | 967 | $50.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 971 | $50.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,251 | $65.1K | 0.00% | −4,826−79.4% | Reduced |
| St Germain D J Co Inc | 1,332 | $69.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,491 | $77.6K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,187 | $113.8K | 0.00% | +2,187 | New |
| Ensign Peak Advisors, Inc | 2,500 | $130.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,504 | $130.3K | 0.00% | +273+12.2% | Added |
| International Assets Investment Management, LLC | 2,536 | $133.6K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,818 | $147.0K | 0.01% | +2,818 | New |
| Public Employees Retirement Association of Colorado | 2,966 | $154.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,133 | $163.1K | 0.00% | −2,737−46.6% | Reduced |
| Quantbot Technologies LP | 3,276 | $170.5K | 0.01% | +3,276 | New |
| Royal Bank of Canada | 3,401 | $177.0K | 0.00% | −518−13.2% | Reduced |
| Armstrong Advisory Group, Inc | 3,547 | $184.6K | 0.01% | +6+0.2% | Added |
| Barclays PLC | 3,548 | $184.7K | 0.00% | −24,997−87.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 3,742 | $194.8K | 0.00% | +3,742 | New |
| KLP Kapitalforvaltning AS | 3,900 | $203.0K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,910 | $203.5K | 0.01% | +3,910 | New |
| Glenmede Trust Co NA | 3,978 | $207.1K | 0.00% | +3,978 | New |
| State of Tennessee, Treasury Department | 4,033 | $209.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,035 | $210.0K | 0.00% | −105−2.5% | Reduced |
| Perigon Wealth Management, LLC | 4,093 | $213.0K | 0.00% | +4,093 | New |
| SEI Investments Co | 4,108 | $213.8K | 0.00% | +4,108 | New |
| Tower Research Capital LLC (TRC) | 4,193 | $218.2K | 0.01% | +3,279+358.8% | Added |
| Oregon Public Employees Retirement Fund | 4,214 | $219.3K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 4,267 | $222.1K | 0.00% | −266−5.9% | Reduced |
| Clean Yield Group | 4,350 | $226.4K | 0.06% | −175−3.9% | Reduced |
| Fifth Third Bancorp | 4,393 | $228.6K | 0.00% | +4,261+3,228.0% | Added |
| Point72 Asset Management, L.P. | 4,393 | $228.7K | 0.00% | +4,393 | New |
| Atria Investments LLC | 4,472 | $232.8K | 0.00% | +235+5.5% | Added |
| Teachers Retirement System of the State of Kentucky | 4,527 | $236.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,535 | $236.0K | 0.00% | −5−0.1% | Reduced |
| Intech Investment Management LLC | 4,635 | $241.3K | 0.00% | −2,673−36.6% | Reduced |