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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Middlesex Water Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 4,214 | $236.7K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 4,350 | $244.3K | 0.06% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,361 | $245.0K | 0.05% | +4,361 | New |
| Pictet Asset Management Holding SA | 4,363 | $245.0K | 0.00% | −697−13.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,416 | $248.0K | 0.00% | −119−2.6% | Reduced |
| SEI Investments Co | 4,430 | $248.8K | 0.00% | +322+7.8% | Added |
| Teachers Retirement System of the State of Kentucky | 4,527 | $254.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 4,561 | $256.1K | 0.00% | −307−6.3% | Reduced |
| Jane Street Group, LLC | 4,566 | $256.4K | 0.00% | −82,176−94.7% | Reduced |
| Janney Montgomery Scott LLC | 4,663 | $262.0K | 0.00% | −173−3.6% | Reduced |
| State Board of Administration of Florida Retirement System | 4,791 | $269.1K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 4,927 | $276.7K | 0.00% | +9+0.2% | Added |
| Amalgamated Bank | 4,970 | $279.0K | 0.00% | −312−5.9% | Reduced |
| Perigon Wealth Management, LLC | 4,979 | $279.6K | 0.00% | +886+21.6% | Added |
| Teton Advisors, LLC | 5,000 | $280.8K | 0.16% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,070 | $284.8K | 0.00% | +68+1.4% | Added |
| Arizona State Retirement System | 5,127 | $287.9K | 0.00% | +91+1.8% | Added |
| BNP Paribas Arbitrage, SA | 5,231 | $293.8K | 0.00% | −931−15.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 5,301 | $297.7K | 0.00% | +1,559+41.7% | Added |
| Mercer Global Advisors Inc | 5,509 | $309.4K | 0.00% | +5,509 | New |
| Farmers & Merchants Trust Co of Long Beach | 5,579 | $313.3K | 0.07% | 00.0% | Unchanged |
| Atria Investments LLC | 5,595 | $314.2K | 0.00% | +1,123+25.1% | Added |
| GAMMA Investing LLC | 5,667 | $318.3K | 0.01% | −127−2.2% | Reduced |
| Two Sigma Securities, LLC | 5,702 | $320.2K | 0.03% | −167−2.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,763 | $323.6K | 0.00% | +830+16.8% | Added |
| FMR LLC | 5,782 | $324.7K | 0.00% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 6,000 | $337.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,123 | $343.9K | 0.00% | +1,138+22.8% | Added |
| State of Alaska, Department of Revenue | 6,667 | $373.0K | 0.00% | −2,919−30.5% | Reduced |
| Blackhill Capital Inc | 6,666 | $374.4K | 0.02% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,878 | $386.3K | 0.00% | +356+5.5% | Added |
| Cullen Capital Management LLC | 6,943 | $389.9K | 0.00% | +1,699+32.4% | Added |
| Cerity Partners LLC | 6,969 | $391.4K | 0.00% | +1,192+20.6% | Added |
| Vanguard Global Advisers, LLC | 7,197 | $404.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,448 | $418.3K | 0.00% | +1,900+34.2% | Added |
| XTX Topco Ltd | 7,777 | $436.8K | 0.01% | −684−8.1% | Reduced |
| Louisiana State Employees Retirement System | 8,200 | $460.5K | 0.01% | +100+1.2% | Added |
| Amundi | 8,272 | $464.6K | 0.00% | +2,795+51.0% | Added |
| Parcion Private Wealth LLC | 8,456 | $474.9K | 0.03% | +339+4.2% | Added |
| New York State Teachers Retirement System | 9,011 | $506.0K | 0.00% | +578+6.9% | Added |
| Illinois Municipal Retirement Fund | 9,160 | $514.4K | 0.01% | −605−6.2% | Reduced |
| Daiwa Securities Group Inc. | 9,207 | $517.1K | 0.00% | +271+3.0% | Added |
| Commonwealth Equity Services, LLC | 9,344 | $524.7K | 0.00% | +10+0.1% | Added |
| Atom Investors LP | 9,756 | $547.9K | 0.05% | +3,838+64.9% | Added |
| Toroso Investments, LLC | 10,515 | $590.5K | 0.00% | +1,940+22.6% | Added |
| Main Street Financial Solutions, LLC | 10,580 | $594.1K | 0.04% | +11+0.1% | Added |
| MetLife Investment Management | 10,856 | $609.7K | 0.00% | +500+4.8% | Added |
| Arrowstreet Capital, Limited Partnership | 10,927 | $613.7K | 0.00% | +10,927 | New |
| Brevan Howard Capital Management LP | 11,202 | $629.1K | 0.01% | +11,202 | New |
| Citigroup Inc | 11,244 | $631.5K | 0.00% | +5,944+112.2% | Added |
| Mariner, LLC | 11,734 | $659.0K | 0.00% | +11,734 | New |
| Russell Investments Group, Ltd. | 11,958 | $671.5K | 0.00% | +6,730+128.7% | Added |
| CWM Advisors, LLC | 11,993 | $673.5K | 0.03% | +2,136+21.7% | Added |
| Thrivent Financial for Lutherans | 12,230 | $687.0K | 0.00% | −4,827−28.3% | Reduced |
| Franklin Resources Inc | 13,169 | $739.6K | 0.00% | +209+1.6% | Added |
| CenterBook Partners LP | 13,639 | $766.0K | 0.04% | −8,566−38.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,945 | $783.2K | 0.00% | −306−2.1% | Reduced |
| Storebrand Asset Management AS | 14,715 | $826.4K | 0.00% | −118−0.8% | Reduced |
| Vanguard Asset Management, Ltd | 15,266 | $857.3K | 0.00% | +3,599+30.8% | Added |
| Magellan Asset Management Ltd | 15,503 | $870.6K | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 15,716 | $882.6K | 0.00% | +15,716 | New |
| The PNC Financial Services Group, Inc. | 16,178 | $908.6K | 0.00% | +288+1.8% | Added |
| Private Advisor Group, LLC | 16,274 | $914.0K | 0.00% | +4,305+36.0% | Added |
| Odyssean, LLC | 17,227 | $967.5K | 0.16% | +9,833+133.0% | Added |
| Great West Life Assurance Co | 17,370 | $975.0K | 0.00% | −32−0.2% | Reduced |
| CI Private Wealth, LLC | 17,591 | $987.9K | 0.00% | +978+5.9% | Added |
| Prudential Financial Inc | 18,884 | $1.06M | 0.00% | +390+2.1% | Added |
| Wells Fargo & Company | 19,278 | $1.08M | 0.00% | +8,836+84.6% | Added |
| Gabelli Funds LLC | 19,350 | $1.09M | 0.01% | +1,000+5.4% | Added |
| Deutsche Bank AG | 20,876 | $1.17M | 0.00% | +2,646+14.5% | Added |
| Raymond James Financial Inc | 21,212 | $1.19M | 0.00% | +8,881+72.0% | Added |
| California State Teachers Retirement System | 21,681 | $1.22M | 0.00% | +5,320+32.5% | Added |
| LPL Financial LLC | 22,605 | $1.27M | 0.00% | −2,171−8.8% | Reduced |
| Legato Capital Management LLC | 22,705 | $1.28M | 0.11% | +22,705 | New |
| SG Americas Securities, LLC | 23,276 | $1.31M | 0.00% | −5,388−18.8% | Reduced |
| Alliancebernstein L.P. | 25,933 | $1.35M | 0.00% | +4,900+23.3% | Added |
| HighTower Advisors, LLC | 24,418 | $1.37M | 0.00% | +35+0.1% | Added |
| JPMorgan Chase & Co | 25,540 | $1.43M | 0.00% | −5,884−18.7% | Reduced |
| Oppenheimer & Co Inc | 27,692 | $1.56M | 0.02% | −110−0.4% | Reduced |
| Northstar Asset Management Inc | 27,967 | $1.57M | 0.46% | −10,270−26.9% | Reduced |
| TD Asset Management Inc | 29,036 | $1.63M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 29,716 | $1.67M | 0.00% | −2,999−9.2% | Reduced |
| Baird Financial Group, Inc. | 29,878 | $1.68M | 0.00% | −1,517−4.8% | Reduced |
| D. E. Shaw & Co., Inc. | 36,195 | $2.03M | 0.00% | +9,792+37.1% | Added |
| Ameriprise Financial Inc | 36,963 | $2.08M | 0.00% | −1,480−3.8% | Reduced |
| Swiss National Bank | 37,262 | $2.09M | 0.00% | +1,000+2.8% | Added |
| Price T Rowe Associates Inc | 37,436 | $2.10M | 0.00% | +5,626+17.7% | Added |
| UBS Group AG | 39,513 | $2.22M | 0.00% | +3,753+10.5% | Added |
| Bank of America Corp | 40,437 | $2.27M | 0.00% | −28,884−41.7% | Reduced |
| UBS Asset Management Americas Inc | 41,679 | $2.34M | 0.00% | −13,810−24.9% | Reduced |
| Exchange Traded Concepts, LLC | 42,912 | $2.41M | 0.01% | +796+1.9% | Added |
| Dean Capital Management | 43,543 | $2.45M | 0.89% | +43,543 | New |
| Rhumbline Advisers | 44,402 | $2.49M | 0.00% | −7,698−14.8% | Reduced |
| Quantinno Capital Management LP | 51,146 | $2.87M | 0.00% | +13,781+36.9% | Added |
| Penn Capital Management Co Inc | 54,308 | $3.05M | 0.19% | +713+1.3% | Added |
| Nuveen, LLC | 57,101 | $3.21M | 0.00% | +17,941+45.8% | Added |
| Dean Investment Associates, LLC | 59,951 | $3.37M | 0.44% | +59,951 | New |
| Public Sector Pension Investment Board | 63,956 | $3.59M | 0.01% | −1,691−2.6% | Reduced |
| AQR Capital Management LLC | 83,621 | $4.70M | 0.00% | +66,694+394.0% | Added |
| Goldman Sachs Group Inc | 84,708 | $4.76M | 0.00% | −45,117−34.8% | Reduced |