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 |
|---|---|---|---|---|---|
| Guyasuta Investment Advisors Inc | 6,000 | $337.0K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 5,782 | $324.7K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,763 | $323.6K | 0.00% | +830+16.8% | Added |
| Two Sigma Securities, LLC | 5,702 | $320.2K | 0.03% | −167−2.8% | Reduced |
| GAMMA Investing LLC | 5,667 | $318.3K | 0.01% | −127−2.2% | Reduced |
| Atria Investments LLC | 5,595 | $314.2K | 0.00% | +1,123+25.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,579 | $313.3K | 0.07% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,509 | $309.4K | 0.00% | +5,509 | New |
| Vanguard Investments Australia, Ltd. | 5,301 | $297.7K | 0.00% | +1,559+41.7% | Added |
| BNP Paribas Arbitrage, SA | 5,231 | $293.8K | 0.00% | −931−15.1% | Reduced |
| Arizona State Retirement System | 5,127 | $287.9K | 0.00% | +91+1.8% | Added |
| Kestra Advisory Services, LLC | 5,070 | $284.8K | 0.00% | +68+1.4% | Added |
| Teton Advisors, LLC | 5,000 | $280.8K | 0.16% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,979 | $279.6K | 0.00% | +886+21.6% | Added |
| Amalgamated Bank | 4,970 | $279.0K | 0.00% | −312−5.9% | Reduced |
| Manufacturers Life Insurance Company, The | 4,927 | $276.7K | 0.00% | +9+0.2% | Added |
| State Board of Administration of Florida Retirement System | 4,791 | $269.1K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,663 | $262.0K | 0.00% | −173−3.6% | Reduced |
| Jane Street Group, LLC | 4,566 | $256.4K | 0.00% | −82,176−94.7% | Reduced |
| Yousif Capital Management, LLC | 4,561 | $256.1K | 0.00% | −307−6.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 4,527 | $254.0K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 4,430 | $248.8K | 0.00% | +322+7.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,416 | $248.0K | 0.00% | −119−2.6% | Reduced |
| Pictet Asset Management Holding SA | 4,363 | $245.0K | 0.00% | −697−13.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,361 | $245.0K | 0.05% | +4,361 | New |
| Clean Yield Group | 4,350 | $244.3K | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 4,214 | $236.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,184 | $236.0K | 0.00% | +783+23.0% | Added |
| Ethic Inc. | 4,082 | $229.3K | 0.00% | −185−4.3% | Reduced |
| Fifth Third Bancorp | 4,065 | $228.3K | 0.00% | −328−7.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,035 | $226.6K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 4,033 | $226.5K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 3,940 | $221.3K | 0.00% | +3,940 | New |
| Susquehanna International Group, LLP | 3,919 | $220.1K | 0.00% | −5,460−58.2% | Reduced |
| Glenmede Trust Co NA | 3,903 | $219.2K | 0.00% | −75−1.9% | Reduced |
| KLP Kapitalforvaltning AS | 3,900 | $219.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,895 | $218.7K | 0.00% | +3,895 | New |
| Jain Global LLC | 3,672 | $206.2K | 0.00% | +3,672 | New |
| Wealth Enhancement Advisory Services, LLC | 3,736 | $205.5K | 0.00% | +3,736 | New |
| Armstrong Advisory Group, Inc | 3,553 | $199.5K | 0.01% | +6+0.2% | Added |
| Advisor Group Holdings, Inc. | 3,545 | $199.1K | 0.00% | +412+13.2% | Added |
| Barclays PLC | 3,076 | $172.7K | 0.00% | −472−13.3% | Reduced |
| Public Employees Retirement Association of Colorado | 2,966 | $167.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,978 | $167.0K | 0.01% | +160+5.7% | Added |
| International Assets Investment Management, LLC | 2,536 | $143.5K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 2,500 | $140.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,330 | $130.9K | 0.00% | +2,330 | New |
| Cassaday & Co Wealth Management LLC | 2,187 | $122.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,691 | $95.0K | 0.00% | +200+13.4% | Added |
| Tower Research Capital LLC (TRC) | 1,625 | $91.3K | 0.00% | −2,568−61.2% | Reduced |
| St Germain D J Co Inc | 1,332 | $74.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,274 | $71.6K | 0.00% | +1,274 | New |
| Rockefeller Capital Management L.P. | 1,039 | $58.4K | 0.00% | −212−16.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 971 | $54.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 967 | $54.3K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 925 | $52.0K | 0.01% | +925 | New |
| KBC Group NV | 857 | $48.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 820 | $46.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 775 | $43.5K | 0.00% | +227+41.4% | Added |
| Harbour Investments, Inc. | 756 | $42.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 727 | $40.8K | 0.00% | −35−4.6% | Reduced |
| Costello Asset Management, INC | 695 | $39.0K | 0.01% | +5+0.7% | Added |
| Versant Capital Management, Inc | 682 | $38.3K | 0.00% | +523+328.9% | Added |
| Caitong International Asset Management Co., Ltd | 659 | $37.0K | 0.01% | +658+65,800.0% | Added |
| North Star Investment Management Corp. | 625 | $35.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 615 | $34.5K | 0.00% | +315+105.0% | Added |
| Lummis Asset Management, LP | 550 | $30.7K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 547 | $30.3K | 0.00% | +11+2.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 472 | $26.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 453 | $25.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 442 | $24.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 427 | $24.0K | 0.00% | −414−49.2% | Reduced |
| Central Trust Co | 425 | $23.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 412 | $23.1K | 0.00% | +7+1.7% | Added |
| Nykredit A/S | 406 | $22.8K | 0.00% | +406 | New |
| Sterling Capital Management LLC | 376 | $21.1K | 0.00% | −155−29.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 368 | $20.7K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 348 | $19.5K | 0.00% | −52−13.0% | Reduced |
| Quantbot Technologies LP | 345 | $19.4K | 0.00% | −2,931−89.5% | Reduced |
| Ares Financial Consulting, LLC | 341 | $19.2K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 307 | $18.0K | 0.00% | +93+43.5% | Added |
| Hanson & Doremus Investment Management | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 290 | $16.0K | 0.00% | +2+0.7% | Added |
| Rosenberg Matthew Hamilton | 259 | $14.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 240 | $13.5K | 0.00% | −63−20.8% | Reduced |
| EverSource Wealth Advisors, LLC | 231 | $13.0K | 0.00% | −166−41.8% | Reduced |
| Farther Finance Advisors, LLC | 231 | $13.0K | 0.00% | −201−46.5% | Reduced |
| Signaturefd, LLC | 203 | $11.4K | 0.00% | +85+72.0% | Added |
| Essential Partners LLC | 164 | $9.21K | 0.00% | −85−34.1% | Reduced |
| Hantz Financial Services, Inc. | 165 | $9.00K | 0.00% | +112+211.3% | Added |
| Parallel Advisors, LLC | 140 | $7.86K | 0.00% | −381−73.1% | Reduced |
| Umb Bank N A | 118 | $6.63K | 0.00% | +22+22.9% | Added |
| IFP Advisors, Inc | 110 | $6.18K | 0.00% | +100+1,000.0% | Added |
| SJS Investment Consulting Inc. | 101 | $5.67K | 0.00% | +1+1.0% | Added |
| Capital Advisors, Ltd. LLC | 89 | $5.00K | 0.00% | +89 | New |
| Larson Financial Group LLC | 89 | $5.00K | 0.00% | +27+43.5% | Added |
| Los Angeles Capital Management LLC | 66 | $3.71K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 60 | $3.36K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 56 | $3.15K | 0.00% | +29+107.4% | Added |
| Fortitude Family Office, LLC | 53 | $2.98K | 0.00% | +30+130.4% | Added |