Middlesex WaterMSEX
13F holders, Q4 2025 (December 31)202holders −12
17new positions
32sold out
4famous investors
$50.42avg. 13F price*
At the end of Q4 2025, 202 institutions reported holding Middlesex Water Co. (MSEX) in their 13F filings, down 12 from Q3 2025. 17 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($174.1M), T. Rowe Price Investment Management, Inc. ($85.7M) and Neuberger Berman Group LLC ($76.8M). 4 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Middlesex Water Co.
- CUSIP
- 596680108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $5.1M |
| Exits | 32 | $15.9M |
All 13F filers, Q3 2025 → Q4 2025: 1,588,410 shares bought and 796,349 shares sold, net +792,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 202 holders
| BlackRock, Inc. | 0.00% | Add +2.9% | 3,453,484 | $174.1M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Add +4.0% | 1,699,403 | $85.7M |
| Neuberger Berman Group LLC | 0.06% | Add +50.6% | 1,523,562 | $76.8M |
| Vanguard Group Inc. | 0.00% | Add +1.9% | 1,398,851 | $70.5M |
| Morgan Stanley | 0.00% | Add +112.0% | 1,066,578 | $53.8M |
| State Street Corp. | 0.00% | Add +3.9% | 730,072 | $36.8M |
| Geode Capital Management, LLC | 0.00% | Add +1.1% | 464,484 | $23.4M |
| Legal & General Group Plc | 0.00% | Add +2.3% | 388,546 | $19.6M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.3% | 342,716 | $17.3M |
| Invesco Ltd. | 0.00% | Add +6.0% | 307,594 | $15.5M |
| Ledgewood Wealth Advisors, LLC | 7.38% | No change | 254,016 | $12.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.0% | 210,787 | $10.6M |
| Northern Trust Corp. | 0.00% | Reduce -2.0% | 198,348 | $10.0M |
| Zimmer Partners, LP | 0.24% | Add +18.8% | 183,657 | $9.3M |
| Bank of New York Mellon Corp | 0.00% | Add +8.4% | 180,805 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -35.1% | 159,051 | $8.0M |
| Principal Financial Group Inc. | 0.00% | Add +18.0% | 149,134 | $7.5M |
| First Manhattan Co. Llc. | 0.02% | Reduce -0.1% | 147,228 | $7.4M |
| Renaissance Technologies | 0.01% | Reduce -39.9% | 129,213 | $6.5M |
| ProShare Advisors LLC | 0.01% | Reduce -0.4% | 118,876 | $6.0M |
| Cramer Rosenthal McGlynn LLC | 0.34% | Reduce -4.0% | 105,066 | $5.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +60.6% | 73,892 | $3.7M |
| Public Sector Pension Investment Board | 0.01% | Reduce -9.7% | 63,472 | $3.2M |
| Bank of America Corp. | 0.00% | Reduce -23.7% | 62,290 | $3.1M |
| UBS Group AG | 0.00% | Reduce -27.6% | 56,865 | $2.9M |
| Rhumbline Advisers | 0.00% | Reduce -5.6% | 51,183 | $2.6M |
| Penn Capital Management Company, LLC | 0.20% | Add +28.3% | 50,956 | $2.6M |
| Northstar Asset Management Inc. | 0.61% | Reduce -9.0% | 47,128 | $2.4M |
| Aventail Capital Group, LP | 0.13% | New | 45,509 | $2.3M |
| Exchange Traded Concepts, LLC | 0.02% | Add +0.7% | 40,541 | $2.0M |
| American Century Companies Inc. | 0.00% | Reduce -17.5% | 39,483 | $2.0M |
| Nuveen, LLC | 0.00% | Reduce -2.0% | 38,934 | $2.0M |
| NFJ Investment Group, LLC | 0.07% | Reduce -4.9% | 38,178 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -11.8% | 38,062 | $1.9M |
| Swiss National Bank | 0.00% | Add +2.3% | 35,462 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Add +29.4% | 29,018 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.7% | 28,901 | $1.5M |
| TD Asset Management Inc | 0.00% | Add +6.3% | 28,784 | $1.5M |
| Barclays PLC | 0.00% | Add +13.3% | 28,545 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.3% | 28,146 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.9% | 27,875 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +2.3% | 27,366 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -8.1% | 26,072 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +47.4% | 25,529 | $1.3M |
| CenterBook Partners LP | 0.06% | Add +52.6% | 24,165 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 23,120 | $1.2M |
| AQR Capital Management | 0.00% | Reduce -52.9% | 22,607 | $1.1M |
| Catalyst Funds Management Pty Ltd | 0.25% | Reduce -6.1% | 21,488 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -73.6% | 20,259 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -12.6% | 20,133 | $1.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -44.4% | 18,777 | $947K |
| Gabelli Funds LLC | 0.01% | No change | 18,350 | $925K |
| Storebrand Asset Management As | 0.00% | No change | 17,721 | $893K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.2% | 17,418 | $878K |
| Prudential Financial Inc. | 0.00% | Reduce -5.9% | 16,784 | $846K |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 16,497 | $832K |
| Deutsche Bank AG | 0.00% | Add +2.5% | 16,241 | $819K |
| ExodusPoint Capital Management, LP | 0.01% | New | 15,863 | $800K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.05% | Add +15.4% | 15,722 | $793K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.9% | 15,374 | $775K |
| Franklin Resources Inc. | 0.00% | Reduce -1.3% | 14,899 | $751K |
| Citadel Advisors | 0.00% | Add +8.3% | 13,887 | $700K |
| Susquehanna International Group, LLP | 0.00% | New | 13,406 | $676K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +5.1% | 12,992 | $655K |
| Magellan Asset Management Ltd | 0.01% | No change | 12,416 | $626K |
| Abacus Wealth Partners, LLC | 0.06% | New | 12,084 | $609K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 11,743 | $592K |
| Corient Private Wealth LP | 0.00% | Add +11.3% | 11,328 | $571K |
| Raymond James Financial Inc. | 0.00% | Add +6.3% | 11,122 | $561K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.4% | 10,568 | $533K |
| MetLife Investment Management, LLC | 0.00% | No change | 10,472 | $528K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.8% | 10,375 | $523K |
| SG Americas Securities, LLC | 0.00% | Reduce -61.2% | 10,282 | $518K |
| State of Alaska, Department of Revenue | 0.01% | Add +2.8% | 9,870 | $496K |
| Illinois Municipal Retirement Fund | 0.01% | Add +3.4% | 9,703 | $489K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.3% | 9,300 | $469K |
| Cerity Partners LLC | 0.00% | Reduce -23.7% | 9,256 | $467K |
| Inspire Investing, LLC | 0.04% | Add +10.4% | 9,243 | $466K |
| New York State Teachers Retirement System | 0.00% | No change | 9,011 | $454K |
| Janus Henderson Group PLC | 0.00% | No change | 8,972 | $453K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -0.2% | 8,966 | $452K |
| Odyssean, LLC | 0.32% | — | 8,765 | $442K |
| Verition Fund Management LLC | 0.00% | Reduce -14.1% | 8,688 | $438K |
| Louisiana State Employees Retirement System | 0.01% | Add +1.2% | 8,400 | $424K |
| Tidal Investments LLC | 0.00% | Reduce -3.9% | 8,356 | $421K |
| State of Wisconsin Investment Board | 0.00% | Reduce -5.9% | 8,304 | $419K |
| Parcion Private Wealth LLC | 0.03% | Reduce -1.4% | 8,197 | $413K |
| Intech Investment Management LLC | 0.00% | No change | 7,308 | $368K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -26.4% | 6,907 | $351K |
| Blackhill Capital Inc. | 0.02% | No change | 6,666 | $336K |
| GAMMA Investing LLC | 0.02% | Add +42.8% | 6,640 | $335K |
| Comerica Bank | 0.00% | Add +16.9% | 6,103 | $308K |
| Rockefeller Capital Management L.P. | 0.00% | Add +531.0% | 6,077 | $306K |
| Citigroup Inc. | 0.00% | Reduce -2.6% | 6,042 | $305K |
| FMR LLC | 0.00% | Add +2.6% | 6,040 | $305K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 6,000 | $303K |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.7% | 5,972 | $301K |
| Osaic Holdings, Inc. | 0.00% | Add +2.1% | 5,870 | $296K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | No change | 5,579 | $281K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.1% | 5,573 | $281K |
| New York State Common Retirement Fund | 0.00% | No change | 5,548 | $280K |
| Amundi | 0.00% | New | 5,477 | $276K |
| Amalgamated Bank | 0.00% | Reduce -1.0% | 5,203 | $262K |
| Yousif Capital Management, LLC | 0.00% | Reduce -11.9% | 4,871 | $259K |
| Arizona State Retirement System | 0.00% | Reduce -4.2% | 5,063 | $255K |
| Cullen Capital Management, LLC | 0.00% | Add +7.6% | 5,053 | $255K |
| Teton Advisors, LLC | 0.17% | No change | 5,000 | $252K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,000 | $252K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.0% | 4,970 | $251K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 4,933 | $249K |
| First Trust Advisors LP | 0.00% | Reduce -27.3% | 4,904 | $247K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -54.8% | 4,904 | $247K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 4,791 | $242K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.4% | 4,634 | $234K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -10.5% | 4,527 | $229K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.1% | 4,540 | $229K |
| Ethic Inc. | 0.00% | Reduce -37.4% | 4,533 | $229K |
| Clean Yield Group | 0.06% | No change | 4,525 | $228K |
| Atria Investments, Inc | 0.00% | Reduce -4.4% | 4,237 | $214K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +5.0% | 4,214 | $212K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -7.3% | 4,033 | $211K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -88.7% | 4,140 | $209K |
| Two Sigma Investments, LP | 0.00% | Reduce -84.0% | 4,100 | $207K |
| Royal Bank of Canada | 0.00% | Reduce -86.3% | 3,919 | $197K |
| KLP Kapitalforvaltning As | 0.00% | Add +11.4% | 3,900 | $197K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.2% | 3,541 | $179K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,966 | $150K |
| International Assets Investment Management, LLC | 0.01% | New | 2,536 | $128K |
| Ensign Peak Advisors, Inc | 0.00% | New | 2,500 | $126K |
| Cwm, LLC | 0.00% | Reduce -42.9% | 2,231 | $112K |
| Aquatic Capital Management LLC | 0.00% | New | 1,979 | $100K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,559 | $79K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,491 | $75K |
| Quadrant Capital Group LLC | 0.00% | Reduce -79.8% | 1,478 | $75K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,332 | $67K |
| Global Retirement Partners, LLC | 0.00% | Add +0.8% | 1,282 | $65K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 971 | $49K |
| City State Bank | 0.01% | No change | 967 | $49K |
| Concord Wealth Partners | 0.01% | Add +0.2% | 921 | $46K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -8.0% | 914 | $46K |
| Sterling Capital Management LLC | 0.00% | Reduce -13.3% | 910 | $46K |
| NBT Bank, N.A. | 0.00% | No change | 820 | $41K |
| Essential Partners LLC | 0.01% | Reduce -35.0% | 737 | $37K |
| Versant Capital Management, Inc | 0.00% | Add +29.7% | 734 | $37K |
| Costello Asset Management, INC | 0.01% | Reduce -12.2% | 686 | $35K |
| North Star Investment Management Corp. | 0.00% | No change | 625 | $32K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -5.3% | 611 | $31K |
| Allworth Financial LP | 0.00% | Reduce -6.8% | 545 | $27K |
| US Bancorp \de | 0.00% | Reduce -37.8% | 513 | $26K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.6% | 483 | $24K |
| Vega Investment Solutions | 0.00% | — | 471 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 447 | $23K |
| CENTRAL TRUST Co | 0.00% | No change | 425 | $21K |
| SHP Wealth Management | 0.00% | — | 400 | $20K |
| Jones Financial Companies LLLP | 0.00% | Reduce -15.8% | 358 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1.5% | 347 | $17K |
| Parallel Advisors, LLC | 0.00% | Add +166.4% | 309 | $16K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -51.2% | 300 | $15K |
| MAI Capital Management | 0.00% | New | 300 | $15K |
| Hanson & Doremus Investment Management | 0.00% | No change | 300 | $15K |
| Tsfg, LLC | 0.00% | Add +0.7% | 286 | $14K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -2.3% | 259 | $13K |
| Harbour Investments, Inc. | 0.00% | Add +2.4% | 256 | $13K |
| Salomon & Ludwin, LLC | 0.00% | Add +293.6% | 244 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -20.2% | 241 | $12K |
| Signaturefd, LLC | 0.00% | Reduce -22.6% | 239 | $12K |
| Summit Securities Group LLC | 0.00% | New | 221 | $11K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +29.9% | 187 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 173 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -79.4% | 131 | $7K |
| Fifth Third Bancorp | 0.00% | Reduce -45.5% | 132 | $7K |
| Spire Wealth Management | 0.00% | Reduce -43.5% | 126 | $6K |
| UMB Bank, n.a. | 0.00% | Add +91.8% | 117 | $6K |
| Quent Capital, LLC | 0.00% | No change | 112 | $6K |
| Los Angeles Capital Management LLC | 0.00% | New | 96 | $5K |
| SJS Investment Consulting Inc. | 0.00% | No change | 100 | $5K |
| Bessemer Group Inc. | 0.00% | Add +86.8% | 99 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -97.6% | 95 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +877.8% | 88 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 72 | $4K |
| Larson Financial Group LLC | 0.00% | Add +13.8% | 66 | $3K |
| Ares Financial Consulting, LLC | 0.00% | — | 60 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -28.3% | 43 | $2K |
| Creative Financial Designs Inc. | 0.00% | Reduce -90.7% | 42 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | New | 42 | $2K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 35 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -85.9% | 23 | $1K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 19 | $981 |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $858 |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $606 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 12 | $605 |
| Assetmark, Inc. | 0.00% | New | 7 | $353 |
| TFC Financial Management, Inc. | 0.00% | No change | 5 | $260 |
| Ankerstar Wealth, LLC | 0.00% | — | 5 | $252 |
| Rothschild Investment LLC | 0.00% | Reduce -85.7% | 5 | $252 |
| CIBC Private Wealth Group LLC | 0.00% | New | 4 | $202 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 4 | $202 |
| Quaker Wealth Management, LLC | 0.00% | No change | 3 | $152 |
| Gilpin Wealth Management, LLC | 0.00% | — | 2 | $101 |
| Abound Wealth Management | 0.00% | No change | 2 | $101 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $50 |
| 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.