Middlesex WaterMSEX
13F holders, Q1 2025 (March 31)215holders +5
32new positions
24sold out
6famous investors
$64.10avg. 13F price*
At the end of Q1 2025, 215 institutions reported holding Middlesex Water Co. (MSEX) in their 13F filings, up 5 from Q4 2024. 32 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($209.2M), T. Rowe Price Investment Management, Inc. ($95.0M) and Vanguard Group Inc. ($90.5M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Middlesex Water Co.
- CUSIP
- 596680108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $27.5M |
| Exits | 24 | $19.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,209,493 shares bought and 929,295 shares sold, net +280,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| BlackRock, Inc. | 0.00% | Reduce -6.1% | 3,263,867 | $209.2M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +0.7% | 1,481,298 | $95.0M |
| Vanguard Group Inc. | 0.00% | Add +1.5% | 1,412,377 | $90.5M |
| State Street Corp. | 0.00% | Reduce -3.5% | 802,209 | $51.4M |
| First Trust Advisors LP | 0.04% | Add +81.7% | 708,611 | $45.4M |
| Morgan Stanley | 0.00% | Reduce -6.9% | 506,133 | $32.4M |
| Geode Capital Management, LLC | 0.00% | Add +2.9% | 444,127 | $28.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -11.5% | 380,030 | $24.4M |
| Invesco Ltd. | 0.00% | Add +18.8% | 303,463 | $19.5M |
| Legal & General Group Plc | 0.00% | Add +30.5% | 255,594 | $16.4M |
| Ledgewood Wealth Advisors, LLC | 10.50% | No change | 254,016 | $16.3M |
| Northern Trust Corp. | 0.00% | Reduce -4.1% | 214,153 | $13.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +23.7% | 190,574 | $12.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.7% | 189,799 | $12.2M |
| Thematics Asset Management | 0.59% | No change | 181,000 | $11.6M |
| Renaissance Technologies | 0.02% | Add +11.9% | 180,413 | $11.6M |
| First Manhattan Co. Llc. | 0.03% | Reduce -4.7% | 169,788 | $10.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.0% | 169,014 | $10.8M |
| Cramer Rosenthal McGlynn LLC | 0.69% | Add +45.5% | 148,947 | $9.5M |
| Amundi | 0.00% | Reduce -6.8% | 119,762 | $8.0M |
| ProShare Advisors LLC | 0.02% | Reduce -13.5% | 115,563 | $7.4M |
| Zimmer Partners, LP | 0.15% | New | 112,257 | $7.2M |
| TSP Capital Management Group, LLC | 2.30% | Reduce -0.1% | 109,217 | $7.0M |
| Principal Financial Group Inc. | 0.00% | Add +2.6% | 88,933 | $5.7M |
| D. E. Shaw & Co. | 0.01% | Add +350.5% | 71,075 | $4.6M |
| Jane Street Group, LLC | 0.01% | Reduce -25.7% | 67,989 | $4.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.1% | 59,222 | $3.8M |
| Bank of America Corp. | 0.00% | Add +2.0% | 58,393 | $3.7M |
| Public Sector Pension Investment Board | 0.02% | Add +26.9% | 56,620 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -40.0% | 55,583 | $3.6M |
| Millennium Management | 0.00% | Add +28.7% | 54,376 | $3.5M |
| Dark Forest Capital Management LP | 0.15% | New | 52,371 | $3.4M |
| Rhumbline Advisers | 0.00% | Reduce -4.7% | 51,780 | $3.3M |
| Nuveen, LLC | 0.00% | — | 51,575 | $3.3M |
| NFJ Investment Group, LLC | 0.11% | New | 50,127 | $3.2M |
| UBS Group AG | 0.00% | Reduce -8.4% | 45,968 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.6% | 44,425 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +378.5% | 41,134 | $2.6M |
| American Century Companies Inc. | 0.00% | Add +18.4% | 34,985 | $2.2M |
| Swiss National Bank | 0.00% | Reduce -1.1% | 34,562 | $2.2M |
| Deprince Race & Zollo Inc. | 0.04% | New | 33,482 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +44.6% | 29,813 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Add +260.8% | 28,835 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +103.8% | 28,127 | $1.8M |
| Citigroup Inc. | 0.00% | Add +4.9% | 27,240 | $1.7M |
| LPL Financial LLC | 0.00% | Add +0.3% | 27,007 | $1.7M |
| Oppenheimer & Co. Inc. | 0.03% | Add +29.9% | 25,811 | $1.7M |
| TD Asset Management Inc | 0.00% | No change | 25,588 | $1.6M |
| Assenagon Asset Management S.A. | 0.00% | Add +22.5% | 23,357 | $1.5M |
| Barclays PLC | 0.00% | Reduce -26.4% | 23,025 | $1.5M |
| GWN Securities Inc. | 0.08% | New | 26,298 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.0% | 21,541 | $1.4M |
| Alliancebernstein L.P. | 0.00% | No change | 21,443 | $1.4M |
| WINTON GROUP Ltd | 0.08% | Add +9.2% | 21,264 | $1.4M |
| Marshall Wace, LLP | 0.00% | New | 20,688 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +1.5% | 20,235 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -28.5% | 19,418 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +12.1% | 19,412 | $1.2M |
| Northstar Asset Management Inc. | 0.37% | New | 19,347 | $1.2M |
| Ethic Inc. | 0.02% | Reduce -19.9% | 18,954 | $1.2M |
| Gabelli Funds LLC | 0.01% | Reduce -5.7% | 18,350 | $1.2M |
| Prudential Financial Inc. | 0.00% | Reduce -1.3% | 17,564 | $1.1M |
| California State Teachers Retirement System | 0.00% | No change | 16,670 | $1.1M |
| Deutsche Bank AG | 0.00% | Reduce -4.1% | 16,510 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.6% | 16,363 | $1.0M |
| Cerity Partners LLC | 0.00% | Reduce -12.6% | 15,482 | $992K |
| Squarepoint Ops LLC | 0.00% | Reduce -39.1% | 15,451 | $990K |
| Storebrand Asset Management As | 0.00% | No change | 14,400 | $923K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.2% | 13,921 | $892K |
| Manchester Capital Management LLC | 0.11% | New | 13,515 | $866K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 13,140 | $842K |
| Exchange Traded Concepts, LLC | 0.01% | New | 12,960 | $831K |
| Wells Fargo & Company | 0.00% | Add +2.1% | 12,873 | $825K |
| XTX Topco Ltd | 0.04% | New | 12,364 | $793K |
| Magellan Asset Management Ltd | 0.01% | No change | 12,288 | $788K |
| Commonwealth Equity Services, LLC | 0.00% | Add +36.5% | 11,709 | $751K |
| State of Wisconsin Investment Board | 0.00% | Add +0.1% | 11,645 | $746K |
| Verition Fund Management LLC | 0.00% | New | 11,555 | $741K |
| Private Advisor Group, LLC | 0.00% | No change | 10,964 | $703K |
| Tidal Investments LLC | 0.01% | Reduce -6.8% | 10,869 | $697K |
| Aquatic Capital Management LLC | 0.02% | Add +30.2% | 10,588 | $679K |
| Raymond James Financial Inc. | 0.00% | Add +5.8% | 10,498 | $673K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.2% | 10,472 | $671K |
| Main Street Financial Solutions, LLC | 0.06% | No change | 10,447 | $670K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 10,227 | $656K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.2% | 9,894 | $634K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.9% | 9,230 | $592K |
| New York State Teachers Retirement System | 0.00% | No change | 8,911 | $571K |
| Janus Henderson Group PLC | 0.00% | No change | 8,972 | $569K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.3% | 8,400 | $538K |
| Quantbot Technologies LP | 0.02% | New | 8,180 | $524K |
| Parcion Private Wealth LLC | 0.04% | No change | 8,000 | $513K |
| Glenmede Trust Co. NA | 0.00% | Add +67.3% | 7,939 | $509K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -6.9% | 7,742 | $496K |
| Graham Capital Management, L.P. | 0.02% | New | 7,666 | $491K |
| Mariner, LLC | 0.00% | Reduce -10.9% | 7,615 | $488K |
| Quadrant Capital Group LLC | 0.02% | Add +84.1% | 7,512 | $482K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.9% | 7,486 | $480K |
| Intech Investment Management LLC | 0.00% | Add +1.6% | 7,480 | $479K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -29.4% | 7,423 | $476K |
"% of holder's portfolio" is MSEX's weight in each manager's 13F, not the share of Middlesex Water Co. the manager owns.