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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
Brown Brothers Harriman & Co42$2.36K0.00%00.0%Unchanged
VSM Wealth Advisory, LLC35$1.97K0.00%00.0%Unchanged
Quarry LP33$1.85K0.00%00.0%Unchanged
Anchor Investment Management, LLC21$1.18K0.00%+21New
Institute for Wealth Management, LLC.16$9170.00%+16New
Private Wealth Management Group, LLC16$8990.00%−1−5.9%Reduced
Clearstead Advisors, LLC13$7310.00%+13New
Aster Capital Management (DIFC) Ltd13$7300.00%+13New
Farmers & Merchants Investments Inc12$6740.00%00.0%Unchanged
Parkside Financial Bank & Trust12$6740.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC10$5620.00%+10New
Cornerstone Planning Group LLC9$5090.00%+9New
Assetmark, Inc7$3930.00%00.0%Unchanged
Ankerstar Wealth, LLC7$3930.00%00.0%Unchanged
JFS Wealth Advisors, LLC6$3370.00%+6New
Investors Portfolio Services LLC6$3370.00%+6New
TFC Financial Management5$2940.00%00.0%Unchanged
Hughes Financial Services, LLC4$2250.00%+3+300.0%Added
Quaker Wealth Management, LLC3$1690.00%00.0%Unchanged
Cedar Mountain Advisors, LLC3$1680.00%+3New
Gilpin Wealth Management, LLC2$1130.00%−5−71.4%Reduced
Abound Wealth Management2$1130.00%00.0%Unchanged
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
Covestor Ltd6$00.00%+4+200.0%Added
Evolution Advisers, Inc.2$00.00%+2New
HRT Financial LP0$00.00%−67,547−100.0%Sold out
Millennium Management LLC0$00.00%−40,767−100.0%Sold out
NFJ Investment Group, LLC0$00.00%−38,178−100.0%Sold out
Squarepoint Ops LLC0$00.00%−21,584−100.0%Sold out
Abacus Wealth Partners, LLC0$00.00%−10,838−100.0%Sold out
First Trust Advisors LP0$00.00%−6,423−100.0%Sold out
Quadrature Capital Ltd0$00.00%−5,556−100.0%Sold out
Mangrove Partners0$00.00%−5,289−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−4,738−100.0%Sold out
Intech Investment Management LLC0$00.00%−4,635−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−4,393−100.0%Sold out
Level Four Advisory Services, LLC0$00.00%−3,910−100.0%Sold out
Clarity Asset Management, Inc.0$00.00%−580−100.0%Sold out
Vega Investment Solutions0$00.00%−471−100.0%Sold out
MAI Capital Management0$00.00%−303−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−243−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−205−100.0%Sold out
Spire Wealth Management0$00.00%−127−100.0%Sold out
Vermillion Wealth Management, Inc.0$00.00%−20−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−8−100.0%Sold out
Advisory Services Network, LLC0$00.00%−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