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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 4,738 | $247.0K | 0.00% | −5,637−54.3% | Reduced |
| State Board of Administration of Florida Retirement System | 4,791 | $249.4K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,836 | $252.0K | 0.00% | +202+4.4% | Added |
| Yousif Capital Management, LLC | 4,868 | $253.4K | 0.00% | −3−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 4,918 | $256.0K | 0.00% | −655−11.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 4,933 | $256.8K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,985 | $259.5K | 0.00% | +4,985 | New |
| Teton Advisors, LLC | 5,000 | $260.3K | 0.18% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,002 | $260.3K | 0.00% | +32+0.6% | Added |
| Arizona State Retirement System | 5,036 | $262.1K | 0.00% | −27−0.5% | Reduced |
| Pictet Asset Management Holding SA | 5,060 | $263.4K | 0.00% | +60+1.2% | Added |
| Russell Investments Group, Ltd. | 5,228 | $272.1K | 0.00% | +324+6.6% | Added |
| Cullen Capital Management LLC | 5,244 | $272.9K | 0.00% | +191+3.8% | Added |
| Amalgamated Bank | 5,282 | $275.0K | 0.00% | +79+1.5% | Added |
| Mangrove Partners | 5,289 | $275.3K | 0.02% | +5,289 | New |
| Citigroup Inc | 5,300 | $275.9K | 0.00% | −742−12.3% | Reduced |
| Amundi | 5,477 | $285.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 5,548 | $288.8K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,556 | $289.2K | 0.00% | +5,556 | New |
| Farmers & Merchants Trust Co of Long Beach | 5,579 | $290.4K | 0.07% | 00.0% | Unchanged |
| Cerity Partners LLC | 5,777 | $300.7K | 0.00% | −3,479−37.6% | Reduced |
| FMR LLC | 5,782 | $301.0K | 0.00% | −258−4.3% | Reduced |
| GAMMA Investing LLC | 5,794 | $301.6K | 0.01% | −846−12.7% | Reduced |
| Two Sigma Securities, LLC | 5,869 | $305.5K | 0.04% | +5,869 | New |
| Atom Investors LP | 5,918 | $308.0K | 0.02% | +5,918 | New |
| Guyasuta Investment Advisors Inc | 6,000 | $312.3K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,162 | $320.7K | 0.00% | +190+3.2% | Added |
| First Trust Advisors LP | 6,423 | $334.3K | 0.00% | +1,519+31.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,522 | $339.5K | 0.00% | −385−5.6% | Reduced |
| Blackhill Capital Inc | 6,666 | $347.0K | 0.02% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 7,197 | $374.6K | 0.00% | +7,197 | New |
| Odyssean, LLC | 7,394 | $384.9K | 0.14% | −1,371−15.6% | Reduced |
| Louisiana State Employees Retirement System | 8,100 | $421.6K | 0.01% | −300−3.6% | Reduced |
| Parcion Private Wealth LLC | 8,117 | $422.5K | 0.03% | −80−1.0% | Reduced |
| New York State Teachers Retirement System | 8,433 | $439.0K | 0.00% | −578−6.4% | Reduced |
| XTX Topco Ltd | 8,461 | $440.4K | 0.01% | +8,461 | New |
| Toroso Investments, LLC | 8,575 | $446.3K | 0.00% | +219+2.6% | Added |
| Daiwa Securities Group Inc. | 8,936 | $465.1K | 0.00% | −30−0.3% | Reduced |
| Janus Henderson Group PLC | 8,972 | $466.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 9,334 | $485.8K | 0.00% | +34+0.4% | Added |
| Susquehanna International Group, LLP | 9,379 | $488.2K | 0.00% | −4,027−30.0% | Reduced |
| State of Alaska, Department of Revenue | 9,586 | $498.0K | 0.01% | −284−2.9% | Reduced |
| Illinois Municipal Retirement Fund | 9,765 | $508.3K | 0.01% | +62+0.6% | Added |
| CWM Advisors, LLC | 9,857 | $513.1K | 0.03% | +614+6.6% | Added |
| MetLife Investment Management | 10,356 | $539.0K | 0.00% | −116−1.1% | Reduced |
| Wells Fargo & Company | 10,442 | $543.5K | 0.00% | −15,087−59.1% | Reduced |
| Main Street Financial Solutions, LLC | 10,569 | $550.1K | 0.04% | +10.0% | Added |
| Abacus Wealth Partners, LLC | 10,838 | $564.1K | 0.05% | −1,246−10.3% | Reduced |
| Vanguard Asset Management, Ltd | 11,667 | $607.3K | 0.00% | +11,667 | New |
| Skopos Labs, Inc. | 11,724 | $610.2K | 0.02% | +11,724 | New |
| Private Advisor Group, LLC | 11,969 | $623.0K | 0.00% | +226+1.9% | Added |
| Raymond James Financial Inc | 12,331 | $641.8K | 0.00% | +1,209+10.9% | Added |
| Franklin Resources Inc | 12,960 | $674.6K | 0.00% | −1,939−13.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 14,251 | $741.8K | 0.00% | +1,259+9.7% | Added |
| Storebrand Asset Management AS | 14,833 | $772.1K | 0.00% | −2,888−16.3% | Reduced |
| Magellan Asset Management Ltd | 15,503 | $806.9K | 0.01% | +3,087+24.9% | Added |
| The PNC Financial Services Group, Inc. | 15,890 | $827.1K | 0.00% | +516+3.4% | Added |
| California State Teachers Retirement System | 16,361 | $851.6K | 0.00% | −136−0.8% | Reduced |
| CI Private Wealth, LLC | 16,613 | $864.7K | 0.00% | +5,285+46.7% | Added |
| AQR Capital Management LLC | 16,927 | $881.0K | 0.00% | −5,680−25.1% | Reduced |
| Thrivent Financial for Lutherans | 17,057 | $888.0K | 0.00% | −361−2.1% | Reduced |
| Great West Life Assurance Co | 17,402 | $906.0K | 0.00% | −1,375−7.3% | Reduced |
| Deutsche Bank AG | 18,230 | $948.9K | 0.00% | +1,989+12.2% | Added |
| Gabelli Funds LLC | 18,350 | $955.1K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 18,494 | $962.6K | 0.00% | +1,710+10.2% | Added |
| Alliancebernstein L.P. | 21,033 | $1.06M | 0.00% | +900+4.5% | Added |
| Squarepoint Ops LLC | 21,584 | $1.12M | 0.00% | +21,584 | New |
| CenterBook Partners LP | 22,205 | $1.16M | 0.06% | −1,960−8.1% | Reduced |
| HighTower Advisors, LLC | 24,383 | $1.27M | 0.00% | +1,263+5.5% | Added |
| LPL Financial LLC | 24,776 | $1.29M | 0.00% | −1,296−5.0% | Reduced |
| D. E. Shaw & Co., Inc. | 26,403 | $1.37M | 0.00% | +6,144+30.3% | Added |
| Oppenheimer & Co Inc | 27,802 | $1.45M | 0.02% | +436+1.6% | Added |
| SG Americas Securities, LLC | 28,664 | $1.49M | 0.00% | +18,382+178.8% | Added |
| TD Asset Management Inc | 29,036 | $1.51M | 0.00% | +252+0.9% | Added |
| Baird Financial Group, Inc. | 31,395 | $1.63M | 0.00% | +2,494+8.6% | Added |
| Price T Rowe Associates Inc | 31,810 | $1.66M | 0.00% | +3,935+14.1% | Added |
| JPMorgan Chase & Co | 31,424 | $1.66M | 0.00% | +3,278+11.6% | Added |
| Citadel Advisors LLC | 32,715 | $1.70M | 0.00% | +18,828+135.6% | Added |
| UBS Group AG | 35,760 | $1.86M | 0.00% | −21,105−37.1% | Reduced |
| Swiss National Bank | 36,262 | $1.89M | 0.00% | +800+2.3% | Added |
| Quantinno Capital Management LP | 37,365 | $1.94M | 0.00% | +8,347+28.8% | Added |
| NFJ Investment Group, LLC | 38,178 | $1.99M | 0.08% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 38,237 | $1.99M | 0.61% | −8,891−18.9% | Reduced |
| Ameriprise Financial Inc | 38,443 | $2.00M | 0.00% | +381+1.0% | Added |
| Nuveen, LLC | 39,160 | $2.04M | 0.00% | +226+0.6% | Added |
| Millennium Management LLC | 40,767 | $2.12M | 0.00% | +40,767 | New |
| Exchange Traded Concepts, LLC | 42,116 | $2.19M | 0.02% | +1,575+3.9% | Added |
| Rhumbline Advisers | 52,100 | $2.71M | 0.00% | +917+1.8% | Added |
| Penn Capital Management Co Inc | 53,595 | $2.79M | 0.22% | +2,639+5.2% | Added |
| UBS Asset Management Americas Inc | 55,489 | $2.89M | 0.00% | −18,403−24.9% | Reduced |
| Nuance Investments, LLC | 57,187 | $2.98M | 0.42% | +57,187 | New |
| Two Sigma Investments, LP | 65,517 | $3.41M | 0.00% | +61,417+1,498.0% | Added |
| Public Sector Pension Investment Board | 65,647 | $3.42M | 0.01% | +2,175+3.4% | Added |
| HRT Financial LP | 67,547 | $3.52M | 0.01% | +67,547 | New |
| Bank of America Corp | 69,321 | $3.61M | 0.00% | +7,031+11.3% | Added |
| Jane Street Group, LLC | 86,742 | $4.51M | 0.00% | +86,742 | New |
| Cramer Rosenthal McGlynn LLC | 93,657 | $4.87M | 0.36% | −11,409−10.9% | Reduced |
| Principal Financial Group Inc | 105,387 | $5.49M | 0.00% | −43,747−29.3% | Reduced |
| ProShare Advisors LLC | 118,700 | $6.18M | 0.01% | −176−0.1% | Reduced |
| Vanguard Fiduciary Trust Co | 118,968 | $6.19M | 0.00% | +118,968 | New |