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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 5,777 | $300.7K | 0.00% | −3,479−37.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,579 | $290.4K | 0.07% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,556 | $289.2K | 0.00% | +5,556 | New |
| New York State Common Retirement Fund | 5,548 | $288.8K | 0.00% | 00.0% | Unchanged |
| Amundi | 5,477 | $285.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,300 | $275.9K | 0.00% | −742−12.3% | Reduced |
| Mangrove Partners | 5,289 | $275.3K | 0.02% | +5,289 | New |
| Amalgamated Bank | 5,282 | $275.0K | 0.00% | +79+1.5% | Added |
| Cullen Capital Management LLC | 5,244 | $272.9K | 0.00% | +191+3.8% | Added |
| Russell Investments Group, Ltd. | 5,228 | $272.1K | 0.00% | +324+6.6% | Added |
| Pictet Asset Management Holding SA | 5,060 | $263.4K | 0.00% | +60+1.2% | Added |
| Arizona State Retirement System | 5,036 | $262.1K | 0.00% | −27−0.5% | Reduced |
| Kestra Advisory Services, LLC | 5,002 | $260.3K | 0.00% | +32+0.6% | Added |
| Teton Advisors, LLC | 5,000 | $260.3K | 0.18% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,985 | $259.5K | 0.00% | +4,985 | New |
| Police & Firemen's Retirement System of New Jersey | 4,933 | $256.8K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 4,918 | $256.0K | 0.00% | −655−11.8% | Reduced |
| Yousif Capital Management, LLC | 4,868 | $253.4K | 0.00% | −3−0.1% | Reduced |
| Janney Montgomery Scott LLC | 4,836 | $252.0K | 0.00% | +202+4.4% | Added |
| State Board of Administration of Florida Retirement System | 4,791 | $249.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,738 | $247.0K | 0.00% | −5,637−54.3% | Reduced |
| Intech Investment Management LLC | 4,635 | $241.3K | 0.00% | −2,673−36.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,535 | $236.0K | 0.00% | −5−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,527 | $236.0K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 4,472 | $232.8K | 0.00% | +235+5.5% | Added |
| Point72 Asset Management, L.P. | 4,393 | $228.7K | 0.00% | +4,393 | New |
| Fifth Third Bancorp | 4,393 | $228.6K | 0.00% | +4,261+3,228.0% | Added |
| Clean Yield Group | 4,350 | $226.4K | 0.06% | −175−3.9% | Reduced |
| Ethic Inc. | 4,267 | $222.1K | 0.00% | −266−5.9% | Reduced |
| Oregon Public Employees Retirement Fund | 4,214 | $219.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,193 | $218.2K | 0.01% | +3,279+358.8% | Added |
| SEI Investments Co | 4,108 | $213.8K | 0.00% | +4,108 | New |
| Perigon Wealth Management, LLC | 4,093 | $213.0K | 0.00% | +4,093 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,035 | $210.0K | 0.00% | −105−2.5% | Reduced |
| State of Tennessee, Treasury Department | 4,033 | $209.9K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,978 | $207.1K | 0.00% | +3,978 | New |
| Level Four Advisory Services, LLC | 3,910 | $203.5K | 0.01% | +3,910 | New |
| KLP Kapitalforvaltning AS | 3,900 | $203.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 3,742 | $194.8K | 0.00% | +3,742 | New |
| Barclays PLC | 3,548 | $184.7K | 0.00% | −24,997−87.6% | Reduced |
| Armstrong Advisory Group, Inc | 3,547 | $184.6K | 0.01% | +6+0.2% | Added |
| Royal Bank of Canada | 3,401 | $177.0K | 0.00% | −518−13.2% | Reduced |
| Quantbot Technologies LP | 3,276 | $170.5K | 0.01% | +3,276 | New |
| Advisor Group Holdings, Inc. | 3,133 | $163.1K | 0.00% | −2,737−46.6% | Reduced |
| Public Employees Retirement Association of Colorado | 2,966 | $154.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,818 | $147.0K | 0.01% | +2,818 | New |
| International Assets Investment Management, LLC | 2,536 | $133.6K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,504 | $130.3K | 0.00% | +273+12.2% | Added |
| Ensign Peak Advisors, Inc | 2,500 | $130.1K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,187 | $113.8K | 0.00% | +2,187 | New |
| Ameritas Investment Partners, Inc. | 1,491 | $77.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,332 | $69.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,251 | $65.1K | 0.00% | −4,826−79.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 971 | $50.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 967 | $50.3K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 857 | $45.0K | 0.00% | +857 | New |
| US Bancorp | 841 | $43.8K | 0.00% | +328+63.9% | Added |
| NBT Bank N A | 820 | $42.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 762 | $39.7K | 0.00% | −797−51.1% | Reduced |
| Harbour Investments, Inc. | 756 | $39.4K | 0.00% | +500+195.3% | Added |
| Costello Asset Management, INC | 690 | $35.9K | 0.01% | +4+0.6% | Added |
| North Star Investment Management Corp. | 625 | $32.5K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 580 | $30.2K | 0.02% | +97+20.1% | Added |
| Allworth Financial LP | 548 | $28.5K | 0.00% | +3+0.6% | Added |
| Lummis Asset Management, LP | 550 | $28.0K | 0.02% | +550 | New |
| Jones Financial Companies LLLP | 536 | $27.8K | 0.00% | +178+49.7% | Added |
| Sterling Capital Management LLC | 531 | $27.6K | 0.00% | −379−41.6% | Reduced |
| Parallel Advisors, LLC | 521 | $27.1K | 0.00% | +212+68.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 472 | $24.6K | 0.00% | +400+555.6% | Added |
| Vega Investment Solutions | 471 | $24.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 453 | $24.4K | 0.00% | +209+85.7% | Added |
| Northwestern Mutual Wealth Management Co | 442 | $23.0K | 0.00% | −5−1.1% | Reduced |
| Farther Finance Advisors, LLC | 432 | $22.8K | 0.00% | +191+79.3% | Added |
| Central Trust Co | 425 | $22.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 405 | $21.1K | 0.00% | −206−33.7% | Reduced |
| SHP Wealth Management | 400 | $20.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 397 | $20.7K | 0.00% | +374+1,626.1% | Added |
| Beacon Investment Advisory Services, Inc. | 368 | $19.2K | 0.00% | +368 | New |
| Ares Financial Consulting, LLC | 341 | $18.0K | 0.01% | +281+468.3% | Added |
| Hanson & Doremus Investment Management | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 303 | $15.8K | 0.00% | +3+1.0% | Added |
| Massmutual Trust Co FSB | 303 | $15.8K | 0.00% | −44−12.7% | Reduced |
| Glen Eagle Advisors, LLC | 300 | $15.6K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 288 | $15.0K | 0.00% | +2+0.7% | Added |
| Rosenberg Matthew Hamilton | 259 | $13.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 249 | $13.0K | 0.00% | −488−66.2% | Reduced |
| Quadrant Capital Group LLC | 243 | $12.6K | 0.00% | −1,235−83.6% | Reduced |
| Bessemer Group Inc | 214 | $11.0K | 0.00% | +115+116.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 205 | $10.7K | 0.00% | +18+9.6% | Added |
| Versant Capital Management, Inc | 159 | $8.28K | 0.00% | −575−78.3% | Reduced |
| Spire Wealth Management | 127 | $6.60K | 0.00% | +1+0.8% | Added |
| Signaturefd, LLC | 118 | $6.14K | 0.00% | −121−50.6% | Reduced |
| SJS Investment Consulting Inc. | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 96 | $5.00K | 0.00% | −21−17.9% | Reduced |
| Los Angeles Capital Management LLC | 66 | $3.44K | 0.00% | −30−31.3% | Reduced |
| Larson Financial Group LLC | 62 | $3.20K | 0.00% | −4−6.1% | Reduced |
| Smartleaf Asset Management LLC | 60 | $3.16K | 0.00% | −113−65.3% | Reduced |
| Hantz Financial Services, Inc. | 53 | $3.00K | 0.00% | −78−59.5% | Reduced |
| Brown Brothers Harriman & Co | 42 | $2.19K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 35 | $1.82K | 0.00% | 00.0% | Unchanged |