Middlesex WaterMSEX
13F holders, Q2 2026 (June 30)227holders +7
29new positions
21sold out
4famous investors
$56.15avg. 13F price*
At the end of Q2 2026, 227 institutions reported holding Middlesex Water Co. (MSEX) in their 13F filings, up 7 from Q1 2026. 29 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($176.0M), T. Rowe Price Investment Management, Inc. ($98.1M) and Neuberger Berman Group LLC ($90.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Middlesex Water Co.
- CUSIP
- 596680108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $23.3M |
| Exits | 21 | $11.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,135,370 shares bought and 577,049 shares sold, net +558,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| BlackRock, Inc. | 0.00% | Add +3.9% | 3,134,461 | $176.0M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +0.3% | 1,746,560 | $98.1M |
| Neuberger Berman Group LLC | 0.06% | Add +3.5% | 1,604,067 | $90.1M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 1,101,704 | $61.9M |
| Vanguard Capital Management LLC | 0.00% | Reduce -3.1% | 802,323 | $45.1M |
| State Street Corp. | 0.00% | Add +7.3% | 798,240 | $44.8M |
| Vanguard Portfolio Management LLC | 0.00% | Add +5.3% | 513,809 | $28.9M |
| Geode Capital Management, LLC | 0.00% | Add +6.5% | 500,555 | $28.1M |
| Legal & General Group Plc | 0.01% | Add +7.8% | 437,504 | $24.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.8% | 348,430 | $19.6M |
| Invesco Ltd. | 0.00% | Reduce -3.6% | 280,212 | $15.7M |
| Ledgewood Wealth Advisors, LLC | 7.57% | No change | 254,016 | $14.3M |
| Northern Trust Corp. | 0.00% | Add +12.4% | 222,747 | $12.5M |
| TSP Capital Management Group, LLC | 2.84% | New | 211,037 | $11.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.9% | 193,653 | $10.9M |
| Bank of New York Mellon Corp | 0.00% | Add +0.8% | 179,021 | $10.1M |
| Zimmer Partners, LP | 0.23% | No change | 176,903 | $9.9M |
| Two Sigma Investments, LP | 0.01% | Add +148.8% | 163,002 | $9.2M |
| Mirova | 0.33% | Reduce -18.8% | 159,067 | $8.9M |
| First Manhattan Co. Llc. | 0.02% | Reduce -1.6% | 141,624 | $8.0M |
| ProShare Advisors LLC | 0.01% | Add +10.4% | 131,066 | $7.4M |
| Jupiter Topco LLC | 0.00% | — | 129,345 | $7.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.5% | 123,103 | $6.9M |
| Renaissance Technologies | 0.01% | Reduce -24.6% | 110,813 | $6.2M |
| Cramer Rosenthal McGlynn LLC | 0.31% | Add +15.5% | 108,192 | $6.1M |
| Principal Financial Group Inc. | 0.00% | Add +2.0% | 107,530 | $6.0M |
| Nuance Investments, LLC | 0.82% | Add +50.1% | 85,830 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.8% | 84,708 | $4.8M |
| AQR Capital Management | 0.00% | Add +394.0% | 83,621 | $4.7M |
| Public Sector Pension Investment Board | 0.01% | Reduce -2.6% | 63,956 | $3.6M |
| Dean Investment Associates, LLC | 0.44% | New | 59,951 | $3.4M |
| Nuveen, LLC | 0.00% | Add +45.8% | 57,101 | $3.2M |
| Penn Capital Management Company, LLC | 0.19% | Add +1.3% | 54,308 | $3.0M |
| Quantinno Capital Management LP | 0.00% | Add +36.9% | 51,146 | $2.9M |
| Rhumbline Advisers | 0.00% | Reduce -14.8% | 44,402 | $2.5M |
| Dean Capital Management | 0.89% | New | 43,543 | $2.4M |
| Exchange Traded Concepts, LLC | 0.01% | Add +1.9% | 42,912 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -24.9% | 41,679 | $2.3M |
| Bank of America Corp. | 0.00% | Reduce -41.7% | 40,437 | $2.3M |
| UBS Group AG | 0.00% | Add +10.5% | 39,513 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.7% | 37,436 | $2.1M |
| Swiss National Bank | 0.00% | Add +2.8% | 37,262 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 36,963 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Add +37.1% | 36,195 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.8% | 29,878 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -9.2% | 29,716 | $1.7M |
| TD Asset Management Inc | 0.00% | No change | 29,036 | $1.6M |
| Northstar Asset Management Inc. | 0.46% | Reduce -26.9% | 27,967 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.4% | 27,692 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.7% | 25,540 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 24,418 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Add +23.3% | 25,933 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -18.8% | 23,276 | $1.3M |
| Legato Capital Management LLC | 0.11% | New | 22,705 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -8.8% | 22,605 | $1.3M |
| California State Teachers Retirement System | 0.00% | Add +32.5% | 21,681 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +72.0% | 21,212 | $1.2M |
| Deutsche Bank AG | 0.00% | Add +14.5% | 20,876 | $1.2M |
| Gabelli Funds LLC | 0.01% | Add +5.5% | 19,350 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +84.6% | 19,278 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +2.1% | 18,884 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +5.9% | 17,591 | $988K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.2% | 17,370 | $975K |
| Odyssean, LLC | 0.16% | Add +133.0% | 17,227 | $967K |
| Private Advisor Group, LLC | 0.00% | Add +36.0% | 16,274 | $914K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.8% | 16,178 | $909K |
| American Century Companies Inc. | 0.00% | New | 15,716 | $883K |
| Magellan Asset Management Ltd | 0.02% | No change | 15,503 | $871K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +30.9% | 15,266 | $857K |
| Storebrand Asset Management As | 0.00% | Reduce -0.8% | 14,715 | $826K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.1% | 13,945 | $783K |
| CenterBook Partners LP | 0.04% | Reduce -38.6% | 13,639 | $766K |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 13,169 | $740K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -28.3% | 12,230 | $687K |
| Inspire Investing, LLC | 0.03% | Add +21.7% | 11,993 | $674K |
| Russell Investments Group, Ltd. | 0.00% | Add +128.7% | 11,958 | $672K |
| Mariner, LLC | 0.00% | New | 11,734 | $659K |
| Citigroup Inc. | 0.00% | Add +112.2% | 11,244 | $631K |
| Brevan Howard Capital Management LP | 0.01% | New | 11,202 | $629K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 10,927 | $614K |
| MetLife Investment Management, LLC | 0.00% | Add +4.8% | 10,856 | $610K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.1% | 10,580 | $594K |
| Tidal Investments LLC | 0.00% | Add +22.6% | 10,515 | $591K |
| Atom Investors LP | 0.05% | Add +64.8% | 9,756 | $548K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 9,344 | $525K |
| Daiwa Securities Group Inc. | 0.00% | Add +3.0% | 9,207 | $517K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -6.2% | 9,160 | $514K |
| New York State Teachers Retirement System | 0.00% | Add +6.8% | 9,011 | $506K |
| Parcion Private Wealth LLC | 0.03% | Add +4.2% | 8,456 | $475K |
| Amundi | 0.00% | Add +51.0% | 8,272 | $465K |
| Louisiana State Employees Retirement System | 0.01% | Add +1.2% | 8,200 | $461K |
| XTX Topco Ltd | 0.01% | Reduce -8.1% | 7,777 | $437K |
| New York State Common Retirement Fund | 0.00% | Add +34.3% | 7,448 | $418K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 7,197 | $404K |
| Cerity Partners LLC | 0.00% | Add +20.6% | 6,969 | $391K |
| Cullen Capital Management, LLC | 0.00% | Add +32.4% | 6,943 | $390K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +5.5% | 6,878 | $386K |
| Blackhill Capital Inc. | 0.02% | No change | 6,666 | $374K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -30.4% | 6,667 | $373K |
| Captrust Financial Advisors | 0.00% | Add +22.8% | 6,123 | $344K |
"% of holder's portfolio" is MSEX's weight in each manager's 13F, not the share of Middlesex Water Co. the manager owns.