Middlesex WaterMSEX
13F holders, Q1 2026 (March 31)220holders +18
30new positions
14sold out
6famous investors
$52.05avg. 13F price*
At the end of Q1 2026, 220 institutions reported holding Middlesex Water Co. (MSEX) in their 13F filings, up 18 from Q4 2025. 30 opened new positions and 14 sold out. The largest holders were BlackRock, Inc. ($157.0M), T. Rowe Price Investment Management, Inc. ($90.7M) and Neuberger Berman Group LLC ($80.7M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Middlesex Water Co.
- CUSIP
- 596680108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $28.5M |
| Exits | 14 | $8.0M |
All 13F filers, Q4 2025 → Q1 2026: 887,080 shares bought and 868,949 shares sold, net +18,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 220 holders
| BlackRock, Inc. | 0.00% | Reduce -12.7% | 3,016,602 | $157.0M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +2.5% | 1,742,092 | $90.7M |
| Neuberger Berman Group LLC | 0.06% | Add +1.7% | 1,549,906 | $80.7M |
| Morgan Stanley | 0.00% | Add +3.9% | 1,107,615 | $57.7M |
| Vanguard Capital Management LLC | 0.00% | — | 827,953 | $43.1M |
| State Street Corp. | 0.00% | Add +1.9% | 744,062 | $38.7M |
| Vanguard Portfolio Management LLC | 0.00% | — | 488,067 | $25.4M |
| Geode Capital Management, LLC | 0.00% | Add +1.2% | 469,917 | $24.5M |
| Legal & General Group Plc | 0.00% | Add +4.5% | 405,847 | $21.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.9% | 345,761 | $18.0M |
| Invesco Ltd. | 0.00% | Reduce -5.5% | 290,631 | $15.1M |
| Ledgewood Wealth Advisors, LLC | 7.44% | No change | 254,016 | $13.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 198,096 | $10.3M |
| Mirova | 0.41% | New | 196,000 | $10.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -9.0% | 191,885 | $10.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.8% | 177,618 | $9.2M |
| Zimmer Partners, LP | 0.24% | Reduce -3.7% | 176,903 | $9.2M |
| Renaissance Technologies | 0.01% | Add +13.8% | 147,013 | $7.7M |
| First Manhattan Co. Llc. | 0.02% | Reduce -2.3% | 143,889 | $7.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.4% | 129,825 | $6.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 118,968 | $6.2M |
| ProShare Advisors LLC | 0.01% | Reduce -0.1% | 118,700 | $6.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -29.3% | 105,387 | $5.5M |
| Cramer Rosenthal McGlynn LLC | 0.36% | Reduce -10.9% | 93,657 | $4.9M |
| Jane Street Group, LLC | 0.00% | New | 86,742 | $4.5M |
| Bank of America Corp. | 0.00% | Add +11.3% | 69,321 | $3.6M |
| HRT Financial LP | 0.01% | New | 67,547 | $3.5M |
| Public Sector Pension Investment Board | 0.01% | Add +3.4% | 65,647 | $3.4M |
| Two Sigma Investments, LP | 0.00% | Add +1498.0% | 65,517 | $3.4M |
| Nuance Investments, LLC | 0.42% | New | 57,187 | $3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -24.9% | 55,489 | $2.9M |
| Penn Capital Management Company, LLC | 0.22% | Add +5.2% | 53,595 | $2.8M |
| Rhumbline Advisers | 0.00% | Add +1.8% | 52,100 | $2.7M |
| Exchange Traded Concepts, LLC | 0.02% | Add +3.9% | 42,116 | $2.2M |
| Millennium Management | 0.00% | New | 40,767 | $2.1M |
| Nuveen, LLC | 0.00% | Add +0.6% | 39,160 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1.0% | 38,443 | $2.0M |
| Northstar Asset Management Inc. | 0.61% | Reduce -18.9% | 38,237 | $2.0M |
| NFJ Investment Group, LLC | 0.08% | No change | 38,178 | $2.0M |
| Quantinno Capital Management LP | 0.00% | Add +28.8% | 37,365 | $1.9M |
| Swiss National Bank | 0.00% | Add +2.3% | 36,262 | $1.9M |
| UBS Group AG | 0.00% | Reduce -37.1% | 35,760 | $1.9M |
| Citadel Advisors | 0.00% | Add +135.6% | 32,715 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +11.7% | 31,424 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +14.1% | 31,810 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +8.6% | 31,395 | $1.6M |
| TD Asset Management Inc | 0.00% | Add +0.9% | 29,036 | $1.5M |
| SG Americas Securities, LLC | 0.00% | Add +178.8% | 28,664 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Add +1.6% | 27,802 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Add +30.3% | 26,403 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -5.0% | 24,776 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +5.5% | 24,383 | $1.3M |
| CenterBook Partners LP | 0.06% | Reduce -8.1% | 22,205 | $1.2M |
| Squarepoint Ops LLC | 0.00% | New | 21,584 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +4.5% | 21,033 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +10.2% | 18,494 | $963K |
| Gabelli Funds LLC | 0.01% | No change | 18,350 | $955K |
| Deutsche Bank AG | 0.00% | Add +12.3% | 18,230 | $949K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -7.3% | 17,402 | $906K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.1% | 17,057 | $888K |
| AQR Capital Management | 0.00% | Reduce -25.1% | 16,927 | $881K |
| Corient Private Wealth LP | 0.00% | Add +46.6% | 16,613 | $865K |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 16,361 | $852K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.4% | 15,890 | $827K |
| Magellan Asset Management Ltd | 0.01% | Add +24.9% | 15,503 | $807K |
| Storebrand Asset Management As | 0.00% | Reduce -16.3% | 14,833 | $772K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +9.7% | 14,251 | $742K |
| Franklin Resources Inc. | 0.00% | Reduce -13.0% | 12,960 | $675K |
| Raymond James Financial Inc. | 0.00% | Add +10.9% | 12,331 | $642K |
| Private Advisor Group, LLC | 0.00% | Add +1.9% | 11,969 | $623K |
| Brooklyn Investment Group | 0.02% | New | 11,724 | $610K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 11,667 | $607K |
| Abacus Wealth Partners, LLC | 0.05% | Reduce -10.3% | 10,838 | $564K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.0% | 10,569 | $550K |
| Wells Fargo & Company | 0.00% | Reduce -59.1% | 10,442 | $544K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.1% | 10,356 | $539K |
| Inspire Investing, LLC | 0.03% | Add +6.6% | 9,857 | $513K |
| Illinois Municipal Retirement Fund | 0.01% | Add +0.6% | 9,765 | $508K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.9% | 9,586 | $498K |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.0% | 9,379 | $488K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 9,334 | $486K |
| Janus Henderson Group PLC | 0.00% | No change | 8,972 | $467K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -0.3% | 8,936 | $465K |
| Tidal Investments LLC | 0.00% | Add +2.6% | 8,575 | $446K |
| XTX Topco Ltd | 0.01% | New | 8,461 | $440K |
| New York State Teachers Retirement System | 0.00% | Reduce -6.4% | 8,433 | $439K |
| Parcion Private Wealth LLC | 0.03% | Reduce -1.0% | 8,117 | $422K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.6% | 8,100 | $422K |
| Odyssean, LLC | 0.14% | Reduce -15.6% | 7,394 | $385K |
| Vanguard Global Advisers, LLC | 0.00% | — | 7,197 | $375K |
| Blackhill Capital Inc. | 0.02% | No change | 6,666 | $347K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -5.6% | 6,522 | $339K |
| First Trust Advisors LP | 0.00% | Add +31.0% | 6,423 | $334K |
| BNP Paribas Financial Markets | 0.00% | Add +3.2% | 6,162 | $321K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 6,000 | $312K |
| Atom Investors LP | 0.02% | New | 5,918 | $308K |
| Two Sigma Securities, LLC | 0.04% | New | 5,869 | $305K |
| GAMMA Investing LLC | 0.01% | Reduce -12.7% | 5,794 | $302K |
| FMR LLC | 0.00% | Reduce -4.3% | 5,782 | $301K |
| Cerity Partners LLC | 0.00% | Reduce -37.6% | 5,777 | $301K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | No change | 5,579 | $290K |
| Quadrature Capital Ltd | 0.00% | New | 5,556 | $289K |
| New York State Common Retirement Fund | 0.00% | No change | 5,548 | $289K |
| Amundi | 0.00% | No change | 5,477 | $285K |
| Citigroup Inc. | 0.00% | Reduce -12.3% | 5,300 | $276K |
| Mangrove Partners Im, LLC | 0.02% | New | 5,289 | $275K |
| Amalgamated Bank | 0.00% | Add +1.5% | 5,282 | $275K |
| Cullen Capital Management, LLC | 0.00% | Add +3.8% | 5,244 | $273K |
| Russell Investments Group, Ltd. | 0.00% | Add +6.6% | 5,228 | $272K |
| Pictet Asset Management Holding SA | 0.00% | Add +1.2% | 5,060 | $263K |
| Arizona State Retirement System | 0.00% | Reduce -0.5% | 5,036 | $262K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.6% | 5,002 | $260K |
| Teton Advisors, LLC | 0.18% | No change | 5,000 | $260K |
| Captrust Financial Advisors | 0.00% | New | 4,985 | $259K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 4,933 | $257K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -11.8% | 4,918 | $256K |
| Yousif Capital Management, LLC | 0.00% | Reduce -0.1% | 4,868 | $253K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.4% | 4,836 | $252K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 4,791 | $249K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -54.3% | 4,738 | $247K |
| Intech Investment Management LLC | 0.00% | Reduce -36.6% | 4,635 | $241K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 4,535 | $236K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 4,527 | $236K |
| Atria Investments, Inc | 0.00% | Add +5.5% | 4,472 | $233K |
| Point72 Asset Management | 0.00% | New | 4,393 | $229K |
| Fifth Third Bancorp | 0.00% | Add +3228.0% | 4,393 | $229K |
| Clean Yield Group | 0.06% | Reduce -3.9% | 4,350 | $226K |
| Ethic Inc. | 0.00% | Reduce -5.9% | 4,267 | $222K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 4,214 | $219K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +358.8% | 4,193 | $218K |
| Sei Investments Co. | 0.00% | New | 4,108 | $214K |
| Perigon Wealth Management, LLC | 0.00% | New | 4,093 | $213K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -2.5% | 4,035 | $210K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 4,033 | $210K |
| Glenmede Trust Co. NA | 0.00% | New | 3,978 | $207K |
| Level Four Advisory Services, LLC | 0.01% | New | 3,910 | $204K |
| KLP Kapitalforvaltning As | 0.00% | No change | 3,900 | $203K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 3,742 | $195K |
| Barclays PLC | 0.00% | Reduce -87.6% | 3,548 | $185K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.2% | 3,547 | $185K |
| Royal Bank of Canada | 0.00% | Reduce -13.2% | 3,401 | $177K |
| Quantbot Technologies LP | 0.01% | New | 3,276 | $171K |
| Osaic Holdings, Inc. | 0.00% | Reduce -46.6% | 3,133 | $163K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,966 | $154K |
| Harbor Capital Advisors, Inc. | 0.01% | New | 2,818 | $147K |
| International Assets Investment Management, LLC | 0.01% | No change | 2,536 | $134K |
| Cwm, LLC | 0.00% | Add +12.2% | 2,504 | $130K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,500 | $130K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2,187 | $114K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,491 | $78K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,332 | $69K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -79.4% | 1,251 | $65K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 971 | $51K |
| City State Bank | 0.01% | No change | 967 | $50K |
| KBC Group NV | 0.00% | New | 857 | $45K |
| US Bancorp \de | 0.00% | Add +63.9% | 841 | $44K |
| NBT Bank, N.A. | 0.00% | No change | 820 | $43K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -51.1% | 762 | $40K |
| Harbour Investments, Inc. | 0.00% | Add +195.3% | 756 | $39K |
| Costello Asset Management, INC | 0.01% | Add +0.6% | 690 | $36K |
| North Star Investment Management Corp. | 0.00% | No change | 625 | $33K |
| Clarity Asset Management, Inc. | 0.02% | Add +20.1% | 580 | $30K |
| Allworth Financial LP | 0.00% | Add +0.6% | 548 | $29K |
| Lummis Asset Management, LP | 0.02% | New | 550 | $28K |
| Jones Financial Companies LLLP | 0.00% | Add +49.7% | 536 | $28K |
| Sterling Capital Management LLC | 0.00% | Reduce -41.6% | 531 | $28K |
| Parallel Advisors, LLC | 0.00% | Add +68.6% | 521 | $27K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +555.6% | 472 | $25K |
| Vega Investment Solutions | 0.01% | No change | 471 | $25K |
| Salomon & Ludwin, LLC | 0.00% | Add +85.7% | 453 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.1% | 442 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Add +79.3% | 432 | $23K |
| CENTRAL TRUST Co | 0.00% | No change | 425 | $22K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -33.7% | 405 | $21K |
| SHP Wealth Management | 0.00% | No change | 400 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1626.1% | 397 | $21K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 368 | $19K |
| Ares Financial Consulting, LLC | 0.01% | Add +468.3% | 341 | $18K |
| Hanson & Doremus Investment Management | 0.00% | No change | 300 | $16K |
| MAI Capital Management | 0.00% | Add +1.0% | 303 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -12.7% | 303 | $16K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 300 | $16K |
| Tsfg, LLC | 0.00% | Add +0.7% | 288 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 259 | $13K |
| Essential Partners LLC | 0.00% | Reduce -66.2% | 249 | $13K |
| Quadrant Capital Group LLC | 0.00% | Reduce -83.6% | 243 | $13K |
| Bessemer Group Inc. | 0.00% | Add +116.2% | 214 | $11K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +9.6% | 205 | $11K |
| Versant Capital Management, Inc | 0.00% | Reduce -78.3% | 159 | $8K |
| Spire Wealth Management | 0.00% | Add +0.8% | 127 | $7K |
| Signaturefd, LLC | 0.00% | Reduce -50.6% | 118 | $6K |
| SJS Investment Consulting Inc. | 0.00% | No change | 100 | $5K |
| UMB Bank, n.a. | 0.00% | Reduce -17.9% | 96 | $5K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -31.3% | 66 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -6.1% | 62 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -65.3% | 60 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -59.5% | 53 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 42 | $2K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 35 | $2K |
| Quarry LP | 0.00% | New | 33 | $2K |
| Rothschild Investment LLC | 0.00% | Add +440.0% | 27 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -73.9% | 23 | $1K |
| Vermillion Wealth Management, Inc. | 0.00% | Add +5.3% | 20 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 17 | $885 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 12 | $625 |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $625 |
| IFP Advisors, Inc | 0.00% | Reduce -76.7% | 10 | $520 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 8 | $416 |
| Gilpin Wealth Management, LLC | 0.00% | Add +250.0% | 7 | $365 |
| Ankerstar Wealth, LLC | 0.00% | Add +40.0% | 7 | $364 |
| Assetmark, Inc. | 0.00% | No change | 7 | $364 |
| TFC Financial Management, Inc. | 0.00% | No change | 5 | $271 |
| Quaker Wealth Management, LLC | 0.00% | No change | 3 | $157 |
| Abound Wealth Management | 0.00% | No change | 2 | $105 |
| Advisory Services Network, LLC | 0.00% | New | 2 | $104 |
| Sunbelt Securities, Inc. | 0.00% | New | 1 | $52 |
| SBI Securities Co., Ltd. | 0.00% | New | 1 | $52 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $52 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $52 |
| 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.