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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, Q2 2026

Institutional positions in Middlesex Water Co as of Jun 30, 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
227
+10 vs. Q1 2026
Shares held
15.7M
+689.3K (+4.6%) vs. Q1 2026
Total value
$881.5M
+$89.4M (+11.3%) vs. Q1 2026
New holders
31
90 more added
Sold out
21
55 more reduced

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 227 institutions
Q1 2021: 161 institutionsQ2 2021: 160 institutionsQ3 2021: 189 institutionsQ4 2021: 205 institutionsQ1 2022: 203 institutionsQ2 2022: 209 institutionsQ3 2022: 200 institutionsQ4 2022: 202 institutionsQ1 2023: 201 institutionsQ2 2023: 185 institutionsQ3 2023: 186 institutionsQ4 2023: 191 institutionsQ1 2024: 191 institutionsQ2 2024: 197 institutionsQ3 2024: 199 institutionsQ4 2024: 210 institutionsQ1 2025: 215 institutionsQ2 2025: 217 institutionsQ3 2025: 214 institutionsQ4 2025: 203 institutionsQ1 2026: 221 institutionsQ2 2026: 227 institutions
Value heldQ2 2026: $881.5M
Q1 2021: $846.0MQ2 2021: $877.9MQ3 2021: $1.28BQ4 2021: $1.45BQ1 2022: $1.31BQ2 2022: $1.04BQ3 2022: $925.3MQ4 2022: $977.4MQ1 2023: $921.9MQ2 2023: $1.01BQ3 2023: $829.0MQ4 2023: $854.4MQ1 2024: $675.4MQ2 2024: $678.3MQ3 2024: $901.2MQ4 2024: $713.2MQ1 2025: $886.9MQ2 2025: $739.4MQ3 2025: $776.1MQ4 2025: $764.0MQ1 2026: $793.4MQ2 2026: $881.5M
Institutions holding MSEX and their total value by quarter
QuarterHoldersValue
Q2 2026227$881.5M
Q1 2026221$793.4M
Q4 2025203$764.0M
Q3 2025214$776.1M
Q2 2025217$739.4M
Q1 2025215$886.9M
Q4 2024210$713.2M
Q3 2024199$901.2M
Q2 2024197$678.3M
Q1 2024191$675.4M
Q4 2023191$854.4M
Q3 2023186$829.0M
Q2 2023185$1.01B
Q1 2023201$921.9M
Q4 2022202$977.4M
Q3 2022200$925.3M
Q2 2022209$1.04B
Q1 2022203$1.31B
Q4 2021205$1.45B
Q3 2021189$1.28B
Q2 2021160$877.9M
Q1 2021161$846.0M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q1 2026.

Institutions holding MSEX in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd6$00.00%+4+200.0%Added
Evolution Advisers, Inc.2$00.00%+2New
SBI Securities Co., Ltd.1$560.00%00.0%Unchanged
Davis Capital Management1$560.00%+1New
Keating Financial Advisory Services, Inc.1$560.00%+1New
Gilpin Wealth Management, LLC2$1130.00%−5−71.4%Reduced
Abound Wealth Management2$1130.00%00.0%Unchanged
Cedar Mountain Advisors, LLC3$1680.00%+3New
Quaker Wealth Management, LLC3$1690.00%00.0%Unchanged
Hughes Financial Services, LLC4$2250.00%+3+300.0%Added
TFC Financial Management5$2940.00%00.0%Unchanged
JFS Wealth Advisors, LLC6$3370.00%+6New
Investors Portfolio Services LLC6$3370.00%+6New
Assetmark, Inc7$3930.00%00.0%Unchanged
Ankerstar Wealth, LLC7$3930.00%00.0%Unchanged
Cornerstone Planning Group LLC9$5090.00%+9New
Plante Moran Financial Advisors, LLC10$5620.00%+10New
Farmers & Merchants Investments Inc12$6740.00%00.0%Unchanged
Parkside Financial Bank & Trust12$6740.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd13$7300.00%+13New
Clearstead Advisors, LLC13$7310.00%+13New
Private Wealth Management Group, LLC16$8990.00%−1−5.9%Reduced
Institute for Wealth Management, LLC.16$9170.00%+16New
Anchor Investment Management, LLC21$1.18K0.00%+21New
Quarry LP33$1.85K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC35$1.97K0.00%00.0%Unchanged
Brown Brothers Harriman & Co42$2.36K0.00%00.0%Unchanged
Fortitude Family Office, LLC53$2.98K0.00%+30+130.4%Added
Rothschild Investment LLC56$3.15K0.00%+29+107.4%Added
Smartleaf Asset Management LLC60$3.36K0.00%00.0%Unchanged
Los Angeles Capital Management LLC66$3.71K0.00%00.0%Unchanged
Larson Financial Group LLC89$5.00K0.00%+27+43.5%Added
Capital Advisors, Ltd. LLC89$5.00K0.00%+89New
SJS Investment Consulting Inc.101$5.67K0.00%+1+1.0%Added
IFP Advisors, Inc110$6.18K0.00%+100+1,000.0%Added
Umb Bank N A118$6.63K0.00%+22+22.9%Added
Parallel Advisors, LLC140$7.86K0.00%−381−73.1%Reduced
Hantz Financial Services, Inc.165$9.00K0.00%+112+211.3%Added
Essential Partners LLC164$9.21K0.00%−85−34.1%Reduced
Signaturefd, LLC203$11.4K0.00%+85+72.0%Added
Farther Finance Advisors, LLC231$13.0K0.00%−201−46.5%Reduced
EverSource Wealth Advisors, LLC231$13.0K0.00%−166−41.8%Reduced
Massmutual Trust Co FSB240$13.5K0.00%−63−20.8%Reduced
Rosenberg Matthew Hamilton259$14.5K0.00%00.0%Unchanged
TSFG, LLC290$16.0K0.00%+2+0.7%Added
Hanson & Doremus Investment Management300$17.0K0.00%00.0%Unchanged
Bessemer Group Inc307$18.0K0.00%+93+43.5%Added
Ares Financial Consulting, LLC341$19.2K0.01%00.0%Unchanged
Quantbot Technologies LP345$19.4K0.00%−2,931−89.5%Reduced
SHP Wealth Management348$19.5K0.00%−52−13.0%Reduced
Beacon Investment Advisory Services, Inc.368$20.7K0.00%00.0%Unchanged
Sterling Capital Management LLC376$21.1K0.00%−155−29.2%Reduced
Nykredit A/S406$22.8K0.00%+406New
Nisa Investment Advisors, LLC412$23.1K0.00%+7+1.7%Added
Central Trust Co425$23.9K0.00%00.0%Unchanged
US Bancorp427$24.0K0.00%−414−49.2%Reduced
Northwestern Mutual Wealth Management Co442$24.8K0.00%00.0%Unchanged
Salomon & Ludwin, LLC453$25.6K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.472$26.5K0.00%00.0%Unchanged
Jones Financial Companies LLLP547$30.3K0.00%+11+2.1%Added
Lummis Asset Management, LP550$30.7K0.02%00.0%Unchanged
Glen Eagle Advisors, LLC615$34.5K0.00%+315+105.0%Added
North Star Investment Management Corp.625$35.1K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd659$37.0K0.01%+658+65,800.0%Added
Versant Capital Management, Inc682$38.3K0.00%+523+328.9%Added
Costello Asset Management, INC695$39.0K0.01%+5+0.7%Added
Pinnacle Wealth Planning Services, Inc.727$40.8K0.00%−35−4.6%Reduced
Harbour Investments, Inc.756$42.5K0.00%00.0%Unchanged
Allworth Financial LP775$43.5K0.00%+227+41.4%Added
NBT Bank N A820$46.1K0.00%00.0%Unchanged
KBC Group NV857$48.0K0.00%00.0%Unchanged
Concord Wealth Partners925$52.0K0.01%+925New
City State Bank967$54.3K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC971$54.5K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.1,039$58.4K0.00%−212−16.9%Reduced
Global Retirement Partners, LLC1,274$71.6K0.00%+1,274New
St Germain D J Co Inc1,332$74.8K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,625$91.3K0.00%−2,568−61.2%Reduced
Ameritas Investment Partners, Inc.1,691$95.0K0.00%+200+13.4%Added
Cassaday & Co Wealth Management LLC2,187$122.8K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.2,330$130.9K0.00%+2,330New
Ensign Peak Advisors, Inc2,500$140.4K0.00%00.0%Unchanged
International Assets Investment Management, LLC2,536$143.5K0.01%00.0%Unchanged
Public Employees Retirement Association of Colorado2,966$167.0K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.2,978$167.0K0.01%+160+5.7%Added
Barclays PLC3,076$172.7K0.00%−472−13.3%Reduced
Advisor Group Holdings, Inc.3,545$199.1K0.00%+412+13.2%Added
Armstrong Advisory Group, Inc3,553$199.5K0.01%+6+0.2%Added
Wealth Enhancement Advisory Services, LLC3,736$205.5K0.00%+3,736New
Jain Global LLC3,672$206.2K0.00%+3,672New
Ieq Capital, LLC3,895$218.7K0.00%+3,895New
KLP Kapitalforvaltning AS3,900$219.0K0.00%00.0%Unchanged
Glenmede Trust Co NA3,903$219.2K0.00%−75−1.9%Reduced
Susquehanna International Group, LLP3,919$220.1K0.00%−5,460−58.2%Reduced
Voya Investment Management LLC3,940$221.3K0.00%+3,940New
State of Tennessee, Treasury Department4,033$226.5K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)4,035$226.6K0.00%00.0%Unchanged
Fifth Third Bancorp4,065$228.3K0.00%−328−7.5%Reduced
Ethic Inc.4,082$229.3K0.00%−185−4.3%Reduced
Royal Bank of Canada4,184$236.0K0.00%+783+23.0%Added