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 |
|---|---|---|---|---|---|
| Nuance Investments, LLC | 85,830 | $4.82M | 0.82% | +28,643+50.1% | Added |
| Principal Financial Group Inc | 107,530 | $6.04M | 0.00% | +2,143+2.0% | Added |
| Cramer Rosenthal McGlynn LLC | 108,192 | $6.08M | 0.31% | +14,535+15.5% | Added |
| Renaissance Technologies LLC | 110,813 | $6.22M | 0.01% | −36,200−24.6% | Reduced |
| Vanguard Fiduciary Trust Co | 123,103 | $6.91M | 0.00% | +4,135+3.5% | Added |
| Jupiter Topco LLC | 129,345 | $7.26M | 0.00% | +129,345 | New |
| ProShare Advisors LLC | 131,066 | $7.36M | 0.01% | +12,366+10.4% | Added |
| First Manhattan Co | 141,624 | $7.95M | 0.02% | −2,265−1.6% | Reduced |
| Mirova | 159,067 | $8.93M | 0.33% | −36,933−18.8% | Reduced |
| Two Sigma Investments, LP | 163,002 | $9.15M | 0.01% | +97,485+148.8% | Added |
| Zimmer Partners, LP | 176,903 | $9.93M | 0.23% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 179,021 | $10.1M | 0.00% | +1,403+0.8% | Added |
| Charles Schwab Investment Management Inc | 193,653 | $10.9M | 0.00% | +1,768+0.9% | Added |
| TSP Capital Management Group, LLC | 211,037 | $11.9M | 2.84% | – | – |
| Northern Trust Corp | 222,747 | $12.5M | 0.00% | +24,651+12.4% | Added |
| Ledgewood Wealth Advisors, LLC | 254,016 | $14.3M | 7.57% | 00.0% | Unchanged |
| Invesco Ltd. | 280,212 | $15.7M | 0.00% | −10,419−3.6% | Reduced |
| Dimensional Fund Advisors LP | 348,430 | $19.6M | 0.00% | +2,669+0.8% | Added |
| Legal & General Group Plc | 437,504 | $24.6M | 0.01% | +31,657+7.8% | Added |
| Geode Capital Management, LLC | 500,555 | $28.1M | 0.00% | +30,638+6.5% | Added |
| Vanguard Portfolio Management LLC | 513,809 | $28.9M | 0.00% | +25,742+5.3% | Added |
| State Street Corp | 798,240 | $44.8M | 0.00% | +54,178+7.3% | Added |
| Vanguard Capital Management LLC | 802,323 | $45.1M | 0.00% | −25,630−3.1% | Reduced |
| Morgan Stanley | 1,101,704 | $61.9M | 0.00% | −5,911−0.5% | Reduced |
| Neuberger Berman Group LLC | 1,604,067 | $90.1M | 0.06% | +54,161+3.5% | Added |
| T. Rowe Price Investment Management, Inc. | 1,746,560 | $98.1M | 0.06% | +4,468+0.3% | Added |
| BlackRock, Inc. | 3,134,461 | $176.0M | 0.00% | +117,859+3.9% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −67,547−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −40,767−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −38,178−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −21,584−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −10,838−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −6,423−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,556−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −5,289−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −4,738−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −4,635−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −4,393−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −3,910−100.0% | Sold out |
| Clarity Asset Management, Inc. | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Vega Investment Solutions | 0 | $0 | 0.00% | −471−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |