Middlesex WaterMSEX
13F holders, Q2 2025 (June 30)216holders +1
24new positions
23sold out
7famous investors
$54.18avg. 13F price*
At the end of Q2 2025, 216 institutions reported holding Middlesex Water Co. (MSEX) in their 13F filings, up 1 from Q1 2025. 24 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($178.5M), T. Rowe Price Investment Management, Inc. ($81.8M) and Vanguard Group Inc. ($77.2M). 7 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 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $4.9M |
| Exits | 23 | $27.6M |
All 13F filers, Q1 2025 → Q2 2025: 566,301 shares bought and 863,085 shares sold, net −296,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 216 holders
| BlackRock, Inc. | 0.00% | Add +1.0% | 3,295,225 | $178.5M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Add +1.9% | 1,509,741 | $81.8M |
| Vanguard Group Inc. | 0.00% | Add +0.8% | 1,424,282 | $77.2M |
| State Street Corp. | 0.00% | Reduce -13.8% | 691,168 | $37.4M |
| First Trust Advisors LP | 0.03% | Reduce -6.3% | 663,786 | $36.0M |
| Morgan Stanley | 0.00% | Reduce -1.7% | 497,639 | $27.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.1% | 443,850 | $24.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -6.3% | 356,293 | $19.3M |
| Invesco Ltd. | 0.00% | Add +7.9% | 327,335 | $17.7M |
| Legal & General Group Plc | 0.00% | Add +11.8% | 285,680 | $15.5M |
| Ledgewood Wealth Advisors, LLC | 8.67% | No change | 254,016 | $13.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +26.7% | 241,486 | $13.1M |
| Renaissance Technologies | 0.01% | Add +12.5% | 202,913 | $11.0M |
| Northern Trust Corp. | 0.00% | Reduce -5.4% | 202,609 | $11.0M |
| Bank of New York Mellon Corp | 0.00% | Add +2.0% | 193,550 | $10.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.6% | 181,853 | $9.9M |
| Thematics Asset Management | 0.42% | Reduce -5.5% | 171,000 | $9.3M |
| First Manhattan Co. Llc. | 0.02% | Reduce -6.3% | 159,153 | $8.6M |
| Zimmer Partners, LP | 0.15% | Add +8.7% | 122,057 | $6.6M |
| ProShare Advisors LLC | 0.01% | Reduce -3.8% | 111,208 | $6.0M |
| Cramer Rosenthal McGlynn LLC | 0.41% | Reduce -25.7% | 110,670 | $6.0M |
| Principal Financial Group Inc. | 0.00% | Add +15.2% | 102,432 | $5.5M |
| Bank of America Corp. | 0.00% | Add +50.3% | 87,776 | $4.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +26.3% | 74,779 | $4.1M |
| D. E. Shaw & Co. | 0.00% | Add +3.1% | 73,299 | $4.0M |
| Jane Street Group, LLC | 0.01% | Add +1.5% | 69,009 | $3.7M |
| Public Sector Pension Investment Board | 0.01% | Add +7.9% | 61,099 | $3.3M |
| Rhumbline Advisers | 0.00% | Add +3.4% | 53,520 | $2.9M |
| UBS Group AG | 0.00% | Add +9.3% | 50,261 | $2.7M |
| American Century Companies Inc. | 0.00% | Add +21.0% | 42,320 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.8% | 40,937 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.6% | 39,688 | $2.2M |
| NFJ Investment Group, LLC | 0.07% | Reduce -22.2% | 39,018 | $2.1M |
| Nuveen, LLC | 0.00% | Reduce -24.6% | 38,892 | $2.1M |
| Swiss National Bank | 0.00% | Reduce -1.2% | 34,162 | $1.9M |
| Northstar Asset Management Inc. | 0.51% | Add +76.1% | 34,072 | $1.8M |
| Barclays PLC | 0.00% | Add +47.9% | 34,049 | $1.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +8.1% | 32,223 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +9.5% | 31,583 | $1.7M |
| Deprince Race & Zollo Inc. | 0.04% | Reduce -6.0% | 31,490 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +898.4% | 28,864 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 28,189 | $1.5M |
| LPL Financial LLC | 0.00% | Add +1.6% | 27,442 | $1.5M |
| Squarepoint Ops LLC | 0.00% | Add +77.2% | 27,380 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +370.2% | 27,193 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -35.1% | 26,704 | $1.4M |
| CenterBook Partners LP | 0.08% | New | 26,180 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.9% | 26,035 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Add +266.0% | 25,914 | $1.4M |
| TD Asset Management Inc | 0.00% | No change | 25,588 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Add +5.6% | 22,643 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.5% | 22,510 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -1.2% | 19,992 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 19,243 | $1.0M |
| Prudential Financial Inc. | 0.00% | Add +4.7% | 18,391 | $996K |
| Gabelli Funds LLC | 0.01% | No change | 18,350 | $994K |
| Storebrand Asset Management As | 0.00% | Add +23.1% | 17,721 | $960K |
| Penn Capital Management Company, LLC | 0.08% | New | 17,283 | $936K |
| Millennium Management | 0.00% | Reduce -68.3% | 17,210 | $932K |
| Aquatic Capital Management LLC | 0.02% | Add +59.9% | 16,926 | $917K |
| Citigroup Inc. | 0.00% | Reduce -39.3% | 16,532 | $896K |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 16,485 | $893K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.2% | 16,165 | $876K |
| AQR Capital Management | 0.00% | Add +229.3% | 15,382 | $833K |
| Wells Fargo & Company | 0.00% | Add +15.5% | 14,874 | $806K |
| Deutsche Bank AG | 0.00% | Reduce -14.6% | 14,094 | $764K |
| Franklin Resources Inc. | 0.00% | Add +4.1% | 13,677 | $741K |
| Manchester Capital Management LLC | 0.10% | No change | 13,515 | $732K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -3.7% | 13,409 | $727K |
| Exchange Traded Concepts, LLC | 0.01% | Add +1.9% | 13,212 | $716K |
| DRW Securities, LLC | 0.05% | New | 13,205 | $715K |
| Quantinno Capital Management LP | 0.00% | Add +72.3% | 12,607 | $683K |
| Magellan Asset Management Ltd | 0.01% | Reduce -1.9% | 12,056 | $653K |
| Private Advisor Group, LLC | 0.00% | Add +6.4% | 11,667 | $632K |
| Cerity Partners LLC | 0.00% | Reduce -26.5% | 11,374 | $616K |
| Ethic Inc. | 0.01% | Reduce -40.6% | 11,260 | $614K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +7.3% | 10,970 | $594K |
| Raymond James Financial Inc. | 0.00% | Add +1.8% | 10,691 | $579K |
| State of Alaska, Department of Revenue | 0.01% | Add +7.7% | 10,657 | $576K |
| MetLife Investment Management, LLC | 0.00% | No change | 10,472 | $567K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.2% | 10,467 | $567K |
| BNP Paribas Financial Markets | 0.00% | Add +174.8% | 9,867 | $535K |
| Illinois Municipal Retirement Fund | 0.01% | Add +30.8% | 9,711 | $526K |
| State of Wisconsin Investment Board | 0.00% | Reduce -18.6% | 9,475 | $513K |
| Tidal Investments LLC | 0.00% | Reduce -16.1% | 9,119 | $494K |
| Daiwa Securities Group Inc. | 0.00% | Add +17.0% | 9,055 | $491K |
| New York State Teachers Retirement System | 0.00% | Add +1.1% | 9,011 | $488K |
| Janus Henderson Group PLC | 0.00% | No change | 8,972 | $486K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -26.1% | 8,658 | $469K |
| Louisiana State Employees Retirement System | 0.01% | No change | 8,400 | $455K |
| Parcion Private Wealth LLC | 0.03% | Add +0.2% | 8,015 | $434K |
| Glenmede Investment Management, LP | 0.00% | — | 7,892 | $428K |
| Quadrant Capital Group LLC | 0.01% | Add +0.1% | 7,522 | $408K |
| Inceptionr LLC | 0.09% | New | 7,385 | $400K |
| Intech Investment Management LLC | 0.00% | Reduce -2.3% | 7,308 | $396K |
| Inspire Investing, LLC | 0.04% | Add +35.0% | 7,239 | $392K |
| Citadel Advisors | 0.00% | Reduce -63.6% | 7,064 | $383K |
| FMR LLC | 0.00% | Add +17.8% | 6,799 | $368K |
| Blackhill Capital Inc. | 0.02% | No change | 6,666 | $361K |
| Yousif Capital Management, LLC | 0.00% | No change | 6,603 | $358K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.3% | 6,602 | $358K |
| State of Tennessee, Department of Treasury | 0.00% | Add +51.6% | 6,597 | $357K |
| Comerica Bank | 0.00% | Add +1.8% | 6,490 | $352K |
| Royal Bank of Canada | 0.00% | Add +9.6% | 6,148 | $333K |
| Ballentine Partners, LLC | 0.00% | New | 6,032 | $327K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 6,000 | $325K |
| Los Angeles Capital Management LLC | 0.00% | No change | 5,911 | $320K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 5,699 | $309K |
| Gotham Asset Management | 0.00% | Add +7.7% | 5,643 | $306K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | No change | 5,579 | $302K |
| New York State Common Retirement Fund | 0.00% | No change | 5,548 | $301K |
| Verition Fund Management LLC | 0.00% | Reduce -52.9% | 5,440 | $295K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,234 | $284K |
| Arizona State Retirement System | 0.00% | Add +2.9% | 5,222 | $283K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.6% | 5,189 | $281K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.6% | 5,172 | $280K |
| Amalgamated Bank | 0.00% | No change | 5,078 | $275K |
| Voya Investment Management LLC | 0.00% | Add +1.5% | 5,055 | $274K |
| Teton Advisors, Inc. | 0.17% | No change | 5,000 | $271K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -14.9% | 4,939 | $268K |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.1% | 4,861 | $265K |
| Creative Planning | 0.00% | Add +47.1% | 4,795 | $260K |
| Cullen Capital Management, LLC | 0.00% | No change | 4,695 | $254K |
| Coldstream Capital Management Inc. | 0.00% | Add +748.3% | 4,657 | $252K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 4,655 | $252K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 4,658 | $252K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +7.7% | 4,601 | $249K |
| Clean Yield Group | 0.07% | No change | 4,525 | $245K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 4,517 | $245K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 4,506 | $244K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | Add +0.0% | 4,333 | $235K |
| Bank of Montreal | 0.00% | Add +32.4% | 4,298 | $233K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 4,114 | $223K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,963 | $215K |
| Mariner, LLC | 0.00% | Reduce -48.1% | 3,950 | $214K |
| GAMMA Investing LLC | 0.01% | Add +67.0% | 3,622 | $196K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -1.4% | 3,551 | $192K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -51.4% | 3,500 | $190K |
| Point72 Asset Management | 0.00% | New | 3,200 | $173K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,966 | $161K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 2,745 | $149K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 2,465 | $134K |
| Bokf, NA | 0.00% | Add +22.8% | 2,461 | $133K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,742 | $94K |
| Cwm, LLC | 0.00% | Add +31.6% | 1,742 | $94K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -20.5% | 1,658 | $90K |
| Gitterman Wealth Management, LLC | 0.02% | New | 1,566 | $85K |
| US Bancorp \de | 0.00% | Add +141.0% | 1,412 | $77K |
| St Germain D J Co. Inc. | 0.00% | New | 1,332 | $72K |
| Global Retirement Partners, LLC | 0.00% | — | 1,272 | $69K |
| Point72 (DIFC) Ltd | 0.01% | New | 1,186 | $64K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 971 | $53K |
| City State Bank | 0.02% | No change | 967 | $52K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 917 | $50K |
| NBT Bank, N.A. | 0.00% | No change | 820 | $44K |
| Crowley Wealth Management, Inc. | 0.04% | Add +12.1% | 785 | $43K |
| Costello Asset Management, INC | 0.02% | Add +0.5% | 777 | $42K |
| North Star Investment Management Corp. | 0.00% | No change | 625 | $34K |
| CX Institutional | 0.00% | No change | 600 | $33K |
| Allworth Financial LP | 0.00% | Reduce -2.4% | 539 | $29K |
| Clarity Asset Management, Inc. | 0.02% | Reduce -20.8% | 477 | $26K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -28.3% | 475 | $26K |
| Vega Investment Solutions | 0.01% | Reduce -48.8% | 471 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +44.3% | 440 | $24K |
| Jones Financial Companies LLLP | 0.00% | Add +1.7% | 424 | $23K |
| CENTRAL TRUST Co | 0.00% | No change | 425 | $23K |
| Sterling Capital Management LLC | 0.00% | Add +57.8% | 423 | $23K |
| Signaturefd, LLC | 0.00% | Add +35.6% | 419 | $23K |
| Quantbot Technologies LP | 0.00% | Reduce -95.9% | 337 | $18K |
| Fifth Third Bancorp | 0.00% | Add +6.6% | 325 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.6% | 316 | $17K |
| Spire Wealth Management | 0.00% | Add +0.6% | 315 | $17K |
| PFS Partners, LLC | 0.01% | Reduce -33.2% | 300 | $16K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 300 | $16K |
| Hanson & Doremus Investment Management | 0.00% | No change | 300 | $16K |
| Tsfg, LLC | 0.00% | Add +0.4% | 282 | $15K |
| Brooklyn Investment Group | 0.00% | Add +79.0% | 272 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 265 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Add +926.9% | 267 | $14K |
| Harbour Investments, Inc. | 0.00% | Reduce -44.4% | 250 | $14K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -66.4% | 199 | $11K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 192 | $10K |
| Quarry LP | 0.00% | New | 173 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -14.9% | 165 | $9K |
| Arax Advisory Partners | 0.00% | Add +216.7% | 152 | $8K |
| UMB Bank, n.a. | 0.00% | Add +125.9% | 122 | $7K |
| SJS Investment Consulting Inc. | 0.00% | No change | 100 | $5K |
| MAI Capital Management | 0.00% | New | 100 | $5K |
| Versant Capital Management, Inc | 0.00% | New | 97 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 81 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -23.0% | 57 | $3K |
| Bessemer Group Inc. | 0.00% | No change | 53 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +104.3% | 47 | $3K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 35 | $2K |
| Rothschild Investment LLC | 0.00% | Add +250.0% | 35 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +83.3% | 22 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 20 | $1K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 19 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $922 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -84.4% | 14 | $759 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 12 | $650 |
| Larson Financial Group LLC | 0.00% | Add +33.3% | 12 | $650 |
| NewSquare Capital LLC | 0.00% | New | 11 | $596 |
| IFP Advisors, Inc | 0.00% | Reduce -97.8% | 11 | $595 |
| Fortitude Family Office, LLC | 0.00% | New | 8 | $433 |
| Huntington National Bank | 0.00% | No change | 8 | $433 |
| Blue Trust, Inc. | 0.00% | New | 7 | $379 |
| Clearstead Trust, LLC | 0.00% | New | 6 | $326 |
| TFC Financial Management, Inc. | 0.00% | No change | 5 | $276 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 5 | $271 |
| Cornerstone Planning Group LLC | 0.00% | New | 5 | $260 |
| Principal Securities, Inc. | 0.00% | New | 4 | $217 |
| Quaker Wealth Management, LLC | 0.00% | — | 3 | $163 |
| Abound Wealth Management | 0.00% | Reduce -33.3% | 2 | $109 |
| 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.