Middlesex WaterMSEX
13F holders, Q1 2024 (March 31)191holders
6famous investors
$52.46avg. 13F price*
At the end of Q1 2024, 191 institutions reported holding Middlesex Water Co. (MSEX) in their 13F filings. The largest holders were BlackRock Inc. ($178.7M), Vanguard Group Inc. ($75.1M) and T. Rowe Price Investment Management, Inc. ($54.5M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Middlesex Water Co.
- CUSIP
- 596680108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $18.6M |
| Exits | 26 | $84.2M |
Ownership 191 holders
| BlackRock Inc. | 0.00% | Add +4.0% | 3,404,210 | $178.7M |
| Vanguard Group Inc. | 0.00% | Add +0.2% | 1,430,177 | $75.1M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +153.5% | 1,038,211 | $54.5M |
| State Street Corp. | 0.00% | Add +3.4% | 730,873 | $38.4M |
| Morgan Stanley | 0.00% | Add +38.5% | 601,558 | $31.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -2.8% | 454,177 | $23.8M |
| Invesco Ltd. | 0.00% | Add +44.5% | 410,305 | $21.5M |
| Geode Capital Management, LLC | 0.00% | Add +2.5% | 400,254 | $21.0M |
| Renaissance Technologies | 0.02% | Add +37.9% | 284,700 | $14.9M |
| KBC Group NV | 0.04% | No change | 255,015 | $13.4M |
| Ledgewood Wealth Advisors, LLC | 10.97% | No change | 224,995 | $11.8M |
| Legal & General Group Plc | 0.00% | Add +26.7% | 215,282 | $11.3M |
| Northern Trust Corp. | 0.00% | Reduce -2.0% | 202,866 | $10.7M |
| Bank of New York Mellon Corp | 0.00% | Add +14.0% | 194,719 | $10.2M |
| First Manhattan Co. Llc. | 0.03% | Reduce -0.1% | 192,888 | $10.1M |
| ProShare Advisors LLC | 0.02% | Add +26.5% | 150,821 | $7.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.6% | 148,406 | $7.8M |
| Thematics Asset Management | 0.27% | Add +31.6% | 125,000 | $6.6M |
| Qube Research & Technologies Ltd | 0.01% | New | 119,219 | $6.3M |
| Amundi | 0.00% | Add +1.6% | 131,030 | $6.1M |
| TSP Capital Management Group, LLC | 1.90% | Reduce -0.8% | 112,632 | $5.9M |
| Principal Financial Group Inc. | 0.00% | Add +0.2% | 92,770 | $4.9M |
| Assenagon Asset Management S.A. | 0.01% | Add +63.3% | 83,516 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +126.4% | 65,704 | $3.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.9% | 63,082 | $3.3M |
| Penn Capital Management Company, LLC | 0.29% | Add +18.4% | 61,474 | $3.2M |
| Rhumbline Advisers | 0.00% | Add +3.9% | 60,772 | $3.2M |
| Foundry Partners, LLC | 0.16% | Add +22.4% | 56,400 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +40.4% | 55,079 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.1% | 54,839 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +383.4% | 51,018 | $2.7M |
| Nuveen Asset Management, LLC | 0.00% | No change | 49,599 | $2.6M |
| UBS Group AG | 0.00% | Add +13.8% | 43,796 | $2.3M |
| Voloridge Investment Management, LLC | 0.01% | Add +167.6% | 38,964 | $2.0M |
| Public Sector Pension Investment Board | 0.01% | No change | 36,957 | $1.9M |
| Citadel Advisors | 0.00% | Add +57.7% | 36,288 | $1.9M |
| Swiss National Bank | 0.00% | No change | 34,962 | $1.8M |
| SG Americas Securities, LLC | 0.01% | New | 34,206 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +23.0% | 32,676 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +25.4% | 31,108 | $1.6M |
| Bank of America Corp. | 0.00% | Add +11.4% | 30,191 | $1.6M |
| Credit Suisse AG/ | 0.00% | Add +1.7% | 25,619 | $1.3M |
| CenterBook Partners LP | 0.09% | New | 24,152 | $1.3M |
| Marshall Wace, LLP | 0.00% | New | 24,105 | $1.3M |
| D. E. Shaw & Co. | 0.00% | New | 23,639 | $1.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -11.5% | 22,593 | $1.2M |
| Storebrand Asset Management As | 0.00% | Add +1.2% | 22,560 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.6% | 21,339 | $1.1M |
| Jacobs Levy Equity Management, Inc. | 0.01% | New | 21,203 | $1.1M |
| Walleye Capital LLC | 0.01% | New | 21,170 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +39.5% | 20,617 | $1.1M |
| Prudential Financial Inc. | 0.00% | Reduce -2.6% | 20,049 | $1.1M |
| Gabelli Funds LLC | 0.01% | No change | 19,450 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +17.7% | 18,890 | $992K |
| BNP Paribas Financial Markets | 0.00% | Add +36.8% | 18,679 | $981K |
| Oppenheimer & Co. Inc. | 0.02% | Add +6.4% | 18,583 | $976K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +0.3% | 17,799 | $935K |
| California State Teachers Retirement System | 0.00% | Reduce -4.9% | 17,780 | $933K |
| Corient Private Wealth LP | 0.00% | Add +10.1% | 16,250 | $853K |
| Barclays PLC | 0.00% | Reduce -46.8% | 15,874 | $833K |
| Texas Permanent School Fund Corp. | 0.01% | Add +1.4% | 15,584 | $818K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.6% | 15,448 | $811K |
| TD Asset Management Inc | 0.00% | New | 15,444 | $811K |
| Tudor Investment Corporation | 0.01% | New | 15,082 | $792K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.9% | 15,036 | $789K |
| Magellan Asset Management Ltd | 0.01% | No change | 14,898 | $782K |
| State of Wisconsin Investment Board | 0.00% | Add +130.2% | 13,077 | $687K |
| Citigroup Inc. | 0.00% | Add +10.1% | 12,307 | $646K |
| Deutsche Bank AG | 0.00% | Add +12.3% | 12,102 | $635K |
| HRT Financial LP | 0.00% | Add +186.2% | 11,118 | $583K |
| Millennium Management | 0.00% | Add +95.0% | 11,004 | $578K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.0% | 10,848 | $569K |
| Ieq Capital, LLC | 0.01% | New | 10,613 | $557K |
| Main Street Financial Solutions, LLC | 0.06% | No change | 10,447 | $548K |
| Ethic Inc. | 0.01% | Add +43.2% | 10,441 | $548K |
| Private Advisor Group, LLC | 0.00% | Add +0.0% | 10,187 | $535K |
| Illinois Municipal Retirement Fund | 0.01% | Add +2.9% | 10,139 | $532K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +35.8% | 6,791 | $531K |
| Jump Financial, LLC | 0.01% | New | 9,769 | $513K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.7% | 9,743 | $512K |
| Russell Investments Group, Ltd. | 0.00% | Add +88.0% | 9,622 | $505K |
| American International Group, Inc. | 0.00% | Reduce -0.9% | 9,469 | $497K |
| MetLife Investment Management, LLC | 0.00% | No change | 9,267 | $487K |
| New York State Teachers Retirement System | 0.00% | No change | 9,111 | $478K |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 9,062 | $476K |
| Squarepoint Ops LLC | 0.00% | Add +53.9% | 9,041 | $475K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.1% | 8,800 | $462K |
| Wells Fargo & Company | 0.00% | Add +1.7% | 8,712 | $457K |
| Comerica Bank | 0.00% | Reduce -14.5% | 8,688 | $456K |
| Creative Planning | 0.00% | Add +127.9% | 8,584 | $451K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.6% | 8,513 | $447K |
| State of Tennessee, Department of Treasury | 0.00% | Add +37.2% | 8,223 | $432K |
| Victory Capital Management Inc. | 0.00% | Reduce -10.8% | 8,196 | $430K |
| Yousif Capital Management, LLC | 0.00% | Reduce -8.8% | 8,038 | $422K |
| Parcion Private Wealth LLC | 0.04% | No change | 8,000 | $420K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.4% | 7,884 | $414K |
| UniSuper Management Pty Ltd | 0.00% | New | 7,642 | $401K |
| Quantbot Technologies LP | 0.02% | New | 7,613 | $400K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 6,000 | $394K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 7,248 | $381K |
| Clean Yield Group | 0.14% | Reduce -2.1% | 7,075 | $371K |
| Affinity Wealth Management LLC | 0.07% | No change | 7,000 | $368K |
| Armstrong Advisory Group, Inc. | 0.04% | No change | 5,568 | $365K |
| Inspire Investing, LLC | 0.04% | Add +16.6% | 6,800 | $357K |
| Blackhill Capital Inc. | 0.02% | No change | 6,666 | $350K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.1% | 6,419 | $337K |
| Daiwa Securities Group Inc. | 0.00% | Add +73.6% | 6,302 | $331K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,994 | $315K |
| Voya Investment Management LLC | 0.00% | Reduce -17.4% | 5,984 | $314K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.6% | 5,767 | $303K |
| Amalgamated Bank | 0.00% | Reduce -24.7% | 5,755 | $302K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 5,699 | $299K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -1.8% | 6,417 | $294K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | No change | 5,579 | $293K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.8% | 5,464 | $287K |
| Aquatic Capital Management LLC | 0.01% | Add +74.2% | 5,400 | $284K |
| Royal Bank of Canada | 0.00% | Reduce -40.9% | 5,357 | $282K |
| FMR LLC | 0.00% | Add +7.7% | 5,355 | $281K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | Reduce -5.0% | 5,306 | $279K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -99.3% | 5,277 | $277K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 5,074 | $266K |
| Handelsbanken Fonder AB | 0.00% | Add +20.0% | 5,057 | $265K |
| Teton Advisors, Inc. | 0.10% | No change | 5,000 | $263K |
| Gotham Asset Management | 0.00% | New | 4,917 | $258K |
| Arizona State Retirement System | 0.00% | Reduce -1.4% | 4,894 | $257K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -7.7% | 4,814 | $253K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 4,749 | $249K |
| Cullen Capital Management, LLC | 0.00% | New | 4,674 | $245K |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 4,467 | $235K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 4,439 | $233K |
| Glenmede Trust Co. NA | 0.00% | Reduce -3.1% | 4,350 | $228K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.7% | 4,331 | $227K |
| LPL Financial LLC | 0.00% | Reduce -28.2% | 4,273 | $224K |
| Wedbush Securities Inc. | 0.01% | Add +0.6% | 3,979 | $209K |
| Mariner, LLC | 0.00% | Add +0.1% | 3,922 | $206K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.1% | 3,846 | $202K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 3,786 | $199K |
| Creative Financial Designs Inc. | 0.02% | Add +74.6% | 3,358 | $176K |
| Quadrant Capital Group LLC | 0.01% | Add +118.2% | 3,140 | $165K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,966 | $156K |
| Catalyst Funds Management Pty Ltd | 0.04% | — | 2,760 | $145K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,742 | $91K |
| Kepos Capital LP | 0.02% | Add +11.0% | 1,592 | $84K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,406 | $74K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,332 | $70K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,334 | $68K |
| Ostrum Asset Management | 0.00% | Add +186.9% | 1,053 | $55K |
| Spire Wealth Management | 0.00% | Add +0.6% | 995 | $52K |
| Pathway Financial Advisers, LLC | 0.02% | No change | 994 | $52K |
| City State Bank | 0.02% | No change | 967 | $51K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -77.0% | 963 | $51K |
| Metropolitan Life Insurance Co | 0.00% | Reduce -10.0% | 923 | $48K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 908 | $48K |
| Signaturefd, LLC | 0.00% | Add +303.8% | 848 | $45K |
| US Bancorp \de | 0.00% | Add +25.6% | 814 | $43K |
| Cwm, LLC | 0.00% | Add +107.1% | 791 | $42K |
| Clarity Asset Management, Inc. | 0.03% | Add +33.0% | 777 | $41K |
| Natixis Investment Managers International | 0.00% | No change | 727 | $38K |
| North Star Investment Management Corp. | 0.00% | No change | 625 | $33K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 615 | $32K |
| Parallel Advisors, LLC | 0.00% | Add +1751.5% | 611 | $32K |
| GAMMA Investing LLC | 0.01% | Add +290.8% | 594 | $31K |
| West Branch Capital LLC | 0.01% | Reduce -22.8% | 567 | $30K |
| Harbour Investments, Inc. | 0.00% | No change | 450 | $24K |
| PFS Partners, LLC | 0.02% | No change | 449 | $24K |
| CENTRAL TRUST Co | 0.00% | No change | 425 | $22K |
| UMB Bank, n.a. | 0.00% | Add +2.0% | 408 | $21K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +645.5% | 328 | $17K |
| Fifth Third Bancorp | 0.00% | Add +215.8% | 319 | $17K |
| Lindbrook Capital, LLC | 0.00% | Add +878.1% | 313 | $16K |
| Hanson & Doremus Investment Management | 0.00% | No change | 300 | $16K |
| Millburn Ridgefield LLC | 0.00% | Add +16.2% | 280 | $15K |
| Catalyst Capital Advisors LLC | 0.00% | Add +16.2% | 280 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +6750.0% | 274 | $14K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 200 | $11K |
| First Financial Corp. | 0.00% | Reduce -85.3% | 184 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 142 | $7K |
| Quent Capital, LLC | 0.00% | No change | 112 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.1% | 77 | $4K |
| Quarry LP | 0.00% | New | 65 | $3K |
| Allworth Financial LP | 0.00% | New | 51 | $3K |
| Tributary Capital Management, LLC | 0.00% | New | 50 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 45 | $2K |
| Private Wealth Management Group, LLC | 0.00% | New | 32 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Add +2600.0% | 27 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | Add +46.7% | 22 | $1K |
| Summit Securities Group LLC | 0.00% | New | 10 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 12 | $630 |
| Abound Wealth Management | 0.00% | No change | 5 | $263 |
| Avior Wealth Management, LLC | 0.00% | New | 4 | $210 |
| Covestor Ltd | 0.00% | Add +250.0% | 7 | $0 |
"% of holder's portfolio" is MSEX's weight in each manager's 13F, not the share of Middlesex Water Co. the manager owns.