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 |
| Quantinno Capital Management LP | 0.00% | New | 7,316 | $469K |
| KLP Kapitalforvaltning As | 0.00% | No change | 7,200 | $462K |
| SG Americas Securities, LLC | 0.00% | Reduce -26.2% | 7,080 | $454K |
| Blackhill Capital Inc. | 0.02% | No change | 6,666 | $427K |
| Yousif Capital Management, LLC | 0.00% | Reduce -1.3% | 6,603 | $423K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -24.1% | 6,394 | $410K |
| Comerica Bank | 0.00% | Reduce -15.4% | 6,376 | $409K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 6,000 | $385K |
| Los Angeles Capital Management LLC | 0.00% | New | 5,911 | $379K |
| Pictet Asset Management Holding SA | 0.00% | Add +15.9% | 5,804 | $372K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +20.7% | 5,783 | $371K |
| FMR LLC | 0.00% | Reduce -45.8% | 5,771 | $370K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 5,699 | $365K |
| Royal Bank of Canada | 0.00% | Reduce -15.3% | 5,609 | $359K |
| Versor Investments LP | 0.06% | New | 5,600 | $359K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.09% | No change | 5,579 | $358K |
| New York State Common Retirement Fund | 0.00% | No change | 5,548 | $356K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.4% | 5,384 | $345K |
| Inspire Investing, LLC | 0.04% | Reduce -29.7% | 5,363 | $344K |
| Gotham Asset Management | 0.00% | New | 5,238 | $336K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -13.1% | 5,234 | $335K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.7% | 5,142 | $330K |
| Arizona State Retirement System | 0.00% | Reduce -1.7% | 5,073 | $325K |
| Amalgamated Bank | 0.00% | Reduce -2.6% | 5,078 | $325K |
| Teton Advisors, Inc. | 0.21% | No change | 5,000 | $321K |
| Voya Investment Management LLC | 0.00% | Reduce -11.2% | 4,982 | $319K |
| Cullen Capital Management, LLC | 0.00% | Add +9.2% | 4,695 | $301K |
| AQR Capital Management | 0.00% | Reduce -5.6% | 4,671 | $299K |
| Ellevest, Inc. | 0.02% | Reduce -27.1% | 4,662 | $299K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 4,656 | $298K |
| Clean Yield Group | 0.09% | Reduce -34.7% | 4,525 | $290K |
| Stifel Financial Corp. | 0.00% | Add +1.6% | 4,512 | $289K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 4,351 | $279K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | Add +0.1% | 4,332 | $278K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.1% | 4,273 | $274K |
| Cable Hill Partners, LLC | 0.03% | Add +10.6% | 4,293 | $271K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.4% | 4,114 | $264K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,963 | $254K |
| Cibc World Markets Corp. | 0.00% | New | 3,920 | $251K |
| Victory Capital Management Inc. | 0.00% | New | 3,707 | $238K |
| BNP Paribas Financial Markets | 0.00% | Reduce -17.4% | 3,590 | $230K |
| Creative Planning | 0.00% | Reduce -57.8% | 3,260 | $209K |
| Crestwood Advisors Group, LLC | 0.00% | New | 3,250 | $208K |
| Bank of Montreal | 0.00% | Reduce -56.6% | 3,246 | $208K |
| Meeder Asset Management Inc. | 0.01% | New | 3,170 | $203K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,966 | $190K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 3,603 | $190K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 2,891 | $185K |
| Creative Financial Designs Inc. | 0.01% | Reduce -18.0% | 2,741 | $176K |
| GAMMA Investing LLC | 0.01% | Add +6.1% | 2,169 | $139K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -69.2% | 2,085 | $134K |
| Bokf, NA | 0.00% | Add +1019.5% | 2,004 | $128K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,742 | $112K |
| Cwm, LLC | 0.00% | Reduce -1.7% | 1,324 | $85K |
| KBC Group NV | 0.00% | Add +8.9% | 1,047 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -83.8% | 971 | $62K |
| City State Bank | 0.02% | No change | 967 | $62K |
| Vega Investment Solutions | 0.01% | New | 919 | $59K |
| Ostrum Asset Management | 0.00% | Reduce -60.4% | 919 | $59K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 915 | $59K |
| NBT Bank, N.A. | 0.00% | No change | 820 | $53K |
| Costello Asset Management, INC | 0.02% | New | 773 | $50K |
| Crowley Wealth Management, Inc. | 0.04% | No change | 700 | $45K |
| Nisa Investment Advisors, LLC | 0.00% | Add +128.3% | 662 | $42K |
| North Star Investment Management Corp. | 0.00% | No change | 625 | $40K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -18.3% | 602 | $39K |
| CX Institutional | 0.00% | New | 600 | $38K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -11.4% | 593 | $38K |
| US Bancorp \de | 0.00% | Reduce -49.1% | 586 | $38K |
| Coldstream Capital Management Inc. | 0.00% | New | 549 | $35K |
| Allworth Financial LP | 0.00% | Add +1.5% | 552 | $34K |
| IFP Advisors, Inc | 0.00% | No change | 494 | $32K |
| Harbour Investments, Inc. | 0.00% | No change | 450 | $29K |
| PFS Partners, LLC | 0.02% | No change | 449 | $29K |
| CENTRAL TRUST Co | 0.00% | No change | 425 | $27K |
| Jones Financial Companies LLLP | 0.00% | Add +329.9% | 417 | $26K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 495 | $25K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -17.8% | 314 | $20K |
| Spire Wealth Management | 0.00% | Reduce -22.5% | 313 | $20K |
| Signaturefd, LLC | 0.00% | Reduce -24.8% | 309 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 305 | $20K |
| Fifth Third Bancorp | 0.00% | Reduce -16.0% | 305 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 300 | $19K |
| Hanson & Doremus Investment Management | 0.00% | No change | 300 | $19K |
| Tsfg, LLC | 0.00% | New | 281 | $18K |
| Sterling Capital Management LLC | 0.00% | Reduce -46.1% | 268 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | New | 265 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -53.9% | 194 | $12K |
| Brooklyn Investment Group | 0.00% | New | 152 | $10K |
| Quent Capital, LLC | 0.00% | No change | 112 | $7K |
| Lindbrook Capital, LLC | 0.00% | Reduce -68.1% | 103 | $7K |
| SJS Investment Consulting Inc. | 0.00% | No change | 100 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +592.3% | 90 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +42.3% | 74 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -86.2% | 72 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +205.0% | 61 | $4K |
| UMB Bank, n.a. | 0.00% | Reduce -67.3% | 54 | $3K |
| Arax Advisory Partners | 0.00% | No change | 48 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 53 | $3K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 35 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 26 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -71.6% | 23 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 20 | $1K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -20.8% | 19 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $770 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 12 | $769 |
| Rothschild Investment LLC | 0.00% | Reduce -60.0% | 10 | $641 |
| Larson Financial Group LLC | 0.00% | No change | 9 | $577 |
| Huntington National Bank | 0.00% | No change | 8 | $513 |
| TFC Financial Management, Inc. | 0.00% | No change | 5 | $325 |
| Stephens Consulting, LLC | 0.00% | New | 5 | $321 |
| Abound Wealth Management | 0.00% | Reduce -25.0% | 3 | $193 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $64 |
| Covestor Ltd | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is MSEX's weight in each manager's 13F, not the share of Middlesex Water Co. the manager owns.