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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 129,825 | $6.76M | 0.00% | −29,226−18.4% | Reduced |
| First Manhattan Co | 143,889 | $7.49M | 0.02% | −3,339−2.3% | Reduced |
| Renaissance Technologies LLC | 147,013 | $7.65M | 0.01% | +17,800+13.8% | Added |
| Zimmer Partners, LP | 176,903 | $9.21M | 0.23% | −6,754−3.7% | Reduced |
| Bank of New York Mellon Corp | 177,618 | $9.24M | 0.00% | −3,187−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 191,885 | $9.99M | 0.00% | −18,902−9.0% | Reduced |
| Mirova | 196,000 | $10.2M | 0.41% | +196,000 | New |
| Northern Trust Corp | 198,096 | $10.3M | 0.00% | −252−0.1% | Reduced |
| TSP Capital Management Group, LLC | – | $10.9M | 2.67% | – | – |
| Ledgewood Wealth Advisors, LLC | 254,016 | $13.2M | 7.44% | 00.0% | Unchanged |
| Invesco Ltd. | 290,631 | $15.1M | 0.00% | −16,963−5.5% | Reduced |
| Dimensional Fund Advisors LP | 345,761 | $18.0M | 0.00% | +3,045+0.9% | Added |
| Legal & General Group Plc | 405,847 | $21.1M | 0.00% | +17,301+4.5% | Added |
| Geode Capital Management, LLC | 469,917 | $24.5M | 0.00% | +5,433+1.2% | Added |
| Vanguard Portfolio Management LLC | 488,067 | $25.4M | 0.00% | +488,067 | New |
| State Street Corp | 744,062 | $38.7M | 0.00% | +13,990+1.9% | Added |
| Vanguard Capital Management LLC | 827,953 | $43.1M | 0.00% | +827,953 | New |
| Morgan Stanley | 1,107,615 | $57.7M | 0.00% | +41,037+3.8% | Added |
| Neuberger Berman Group LLC | 1,549,906 | $80.7M | 0.06% | +26,344+1.7% | Added |
| T. Rowe Price Investment Management, Inc. | 1,742,092 | $90.7M | 0.06% | +42,689+2.5% | Added |
| BlackRock, Inc. | 3,016,602 | $157.0M | 0.00% | −436,882−12.7% | Reduced |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −45,509−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −39,483−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −21,488−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,863−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −15,722−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,688−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −8,304−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,979−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −921−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |