Middlesex WaterMSEX
13F holders, Q2 2026 (June 30)227holders +7
29new positions
21sold out
4famous investors
$56.15avg. 13F price*
At the end of Q2 2026, 227 institutions reported holding Middlesex Water Co. (MSEX) in their 13F filings, up 7 from Q1 2026. 29 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($176.0M), T. Rowe Price Investment Management, Inc. ($98.1M) and Neuberger Berman Group LLC ($90.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Middlesex Water Co.
- CUSIP
- 596680108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $23.3M |
| Exits | 21 | $11.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,135,370 shares bought and 577,049 shares sold, net +558,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| BlackRock, Inc. | 0.00% | Add +3.9% | 3,134,461 | $176.0M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +0.3% | 1,746,560 | $98.1M |
| Neuberger Berman Group LLC | 0.06% | Add +3.5% | 1,604,067 | $90.1M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 1,101,704 | $61.9M |
| Vanguard Capital Management LLC | 0.00% | Reduce -3.1% | 802,323 | $45.1M |
| State Street Corp. | 0.00% | Add +7.3% | 798,240 | $44.8M |
| Vanguard Portfolio Management LLC | 0.00% | Add +5.3% | 513,809 | $28.9M |
| Geode Capital Management, LLC | 0.00% | Add +6.5% | 500,555 | $28.1M |
| Legal & General Group Plc | 0.01% | Add +7.8% | 437,504 | $24.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.8% | 348,430 | $19.6M |
| Invesco Ltd. | 0.00% | Reduce -3.6% | 280,212 | $15.7M |
| Ledgewood Wealth Advisors, LLC | 7.57% | No change | 254,016 | $14.3M |
| Northern Trust Corp. | 0.00% | Add +12.4% | 222,747 | $12.5M |
| TSP Capital Management Group, LLC | 2.84% | New | 211,037 | $11.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.9% | 193,653 | $10.9M |
| Bank of New York Mellon Corp | 0.00% | Add +0.8% | 179,021 | $10.1M |
| Zimmer Partners, LP | 0.23% | No change | 176,903 | $9.9M |
| Two Sigma Investments, LP | 0.01% | Add +148.8% | 163,002 | $9.2M |
| Mirova | 0.33% | Reduce -18.8% | 159,067 | $8.9M |
| First Manhattan Co. Llc. | 0.02% | Reduce -1.6% | 141,624 | $8.0M |
| ProShare Advisors LLC | 0.01% | Add +10.4% | 131,066 | $7.4M |
| Jupiter Topco LLC | 0.00% | — | 129,345 | $7.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.5% | 123,103 | $6.9M |
| Renaissance Technologies | 0.01% | Reduce -24.6% | 110,813 | $6.2M |
| Cramer Rosenthal McGlynn LLC | 0.31% | Add +15.5% | 108,192 | $6.1M |
| Principal Financial Group Inc. | 0.00% | Add +2.0% | 107,530 | $6.0M |
| Nuance Investments, LLC | 0.82% | Add +50.1% | 85,830 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.8% | 84,708 | $4.8M |
| AQR Capital Management | 0.00% | Add +394.0% | 83,621 | $4.7M |
| Public Sector Pension Investment Board | 0.01% | Reduce -2.6% | 63,956 | $3.6M |
| Dean Investment Associates, LLC | 0.44% | New | 59,951 | $3.4M |
| Nuveen, LLC | 0.00% | Add +45.8% | 57,101 | $3.2M |
| Penn Capital Management Company, LLC | 0.19% | Add +1.3% | 54,308 | $3.0M |
| Quantinno Capital Management LP | 0.00% | Add +36.9% | 51,146 | $2.9M |
| Rhumbline Advisers | 0.00% | Reduce -14.8% | 44,402 | $2.5M |
| Dean Capital Management | 0.89% | New | 43,543 | $2.4M |
| Exchange Traded Concepts, LLC | 0.01% | Add +1.9% | 42,912 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -24.9% | 41,679 | $2.3M |
| Bank of America Corp. | 0.00% | Reduce -41.7% | 40,437 | $2.3M |
| UBS Group AG | 0.00% | Add +10.5% | 39,513 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.7% | 37,436 | $2.1M |
| Swiss National Bank | 0.00% | Add +2.8% | 37,262 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 36,963 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Add +37.1% | 36,195 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.8% | 29,878 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -9.2% | 29,716 | $1.7M |
| TD Asset Management Inc | 0.00% | No change | 29,036 | $1.6M |
| Northstar Asset Management Inc. | 0.46% | Reduce -26.9% | 27,967 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.4% | 27,692 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.7% | 25,540 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 24,418 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Add +23.3% | 25,933 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -18.8% | 23,276 | $1.3M |
| Legato Capital Management LLC | 0.11% | New | 22,705 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -8.8% | 22,605 | $1.3M |
| California State Teachers Retirement System | 0.00% | Add +32.5% | 21,681 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +72.0% | 21,212 | $1.2M |
| Deutsche Bank AG | 0.00% | Add +14.5% | 20,876 | $1.2M |
| Gabelli Funds LLC | 0.01% | Add +5.5% | 19,350 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +84.6% | 19,278 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +2.1% | 18,884 | $1.1M |
| Corient Private Wealth LP | 0.00% | Add +5.9% | 17,591 | $988K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.2% | 17,370 | $975K |
| Odyssean, LLC | 0.16% | Add +133.0% | 17,227 | $967K |
| Private Advisor Group, LLC | 0.00% | Add +36.0% | 16,274 | $914K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.8% | 16,178 | $909K |
| American Century Companies Inc. | 0.00% | New | 15,716 | $883K |
| Magellan Asset Management Ltd | 0.02% | No change | 15,503 | $871K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +30.9% | 15,266 | $857K |
| Storebrand Asset Management As | 0.00% | Reduce -0.8% | 14,715 | $826K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.1% | 13,945 | $783K |
| CenterBook Partners LP | 0.04% | Reduce -38.6% | 13,639 | $766K |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 13,169 | $740K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -28.3% | 12,230 | $687K |
| Inspire Investing, LLC | 0.03% | Add +21.7% | 11,993 | $674K |
| Russell Investments Group, Ltd. | 0.00% | Add +128.7% | 11,958 | $672K |
| Mariner, LLC | 0.00% | New | 11,734 | $659K |
| Citigroup Inc. | 0.00% | Add +112.2% | 11,244 | $631K |
| Brevan Howard Capital Management LP | 0.01% | New | 11,202 | $629K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 10,927 | $614K |
| MetLife Investment Management, LLC | 0.00% | Add +4.8% | 10,856 | $610K |
| Main Street Financial Solutions, LLC | 0.04% | Add +0.1% | 10,580 | $594K |
| Tidal Investments LLC | 0.00% | Add +22.6% | 10,515 | $591K |
| Atom Investors LP | 0.05% | Add +64.8% | 9,756 | $548K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 9,344 | $525K |
| Daiwa Securities Group Inc. | 0.00% | Add +3.0% | 9,207 | $517K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -6.2% | 9,160 | $514K |
| New York State Teachers Retirement System | 0.00% | Add +6.8% | 9,011 | $506K |
| Parcion Private Wealth LLC | 0.03% | Add +4.2% | 8,456 | $475K |
| Amundi | 0.00% | Add +51.0% | 8,272 | $465K |
| Louisiana State Employees Retirement System | 0.01% | Add +1.2% | 8,200 | $461K |
| XTX Topco Ltd | 0.01% | Reduce -8.1% | 7,777 | $437K |
| New York State Common Retirement Fund | 0.00% | Add +34.3% | 7,448 | $418K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 7,197 | $404K |
| Cerity Partners LLC | 0.00% | Add +20.6% | 6,969 | $391K |
| Cullen Capital Management, LLC | 0.00% | Add +32.4% | 6,943 | $390K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +5.5% | 6,878 | $386K |
| Blackhill Capital Inc. | 0.02% | No change | 6,666 | $374K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -30.4% | 6,667 | $373K |
| Captrust Financial Advisors | 0.00% | Add +22.8% | 6,123 | $344K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 6,000 | $337K |
| FMR LLC | 0.00% | No change | 5,782 | $325K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +16.8% | 5,763 | $324K |
| Two Sigma Securities, LLC | 0.03% | Reduce -2.9% | 5,702 | $320K |
| GAMMA Investing LLC | 0.01% | Reduce -2.2% | 5,667 | $318K |
| Atria Investments, Inc | 0.00% | Add +25.1% | 5,595 | $314K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | No change | 5,579 | $313K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,509 | $309K |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +41.7% | 5,301 | $298K |
| BNP Paribas Financial Markets | 0.00% | Reduce -15.1% | 5,231 | $294K |
| Arizona State Retirement System | 0.00% | Add +1.8% | 5,127 | $288K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.4% | 5,070 | $285K |
| Teton Advisors, LLC | 0.16% | No change | 5,000 | $281K |
| Perigon Wealth Management, LLC | 0.00% | Add +21.6% | 4,979 | $280K |
| Amalgamated Bank | 0.00% | Reduce -5.9% | 4,970 | $279K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.2% | 4,927 | $277K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 4,791 | $269K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.6% | 4,663 | $262K |
| Jane Street Group, LLC | 0.00% | Reduce -94.7% | 4,566 | $256K |
| Yousif Capital Management, LLC | 0.00% | Reduce -6.3% | 4,561 | $256K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 4,527 | $254K |
| Sei Investments Co. | 0.00% | Add +7.8% | 4,430 | $249K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.6% | 4,416 | $248K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -13.8% | 4,363 | $245K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 4,361 | $245K |
| Clean Yield Group | 0.06% | No change | 4,350 | $244K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 4,214 | $237K |
| Royal Bank of Canada | 0.00% | Add +23.0% | 4,184 | $236K |
| Ethic Inc. | 0.00% | Reduce -4.3% | 4,082 | $229K |
| Fifth Third Bancorp | 0.00% | Reduce -7.5% | 4,065 | $228K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 4,035 | $227K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 4,033 | $226K |
| Voya Investment Management LLC | 0.00% | New | 3,940 | $221K |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.2% | 3,919 | $220K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.9% | 3,903 | $219K |
| KLP Kapitalforvaltning As | 0.00% | No change | 3,900 | $219K |
| Ieq Capital, LLC | 0.00% | New | 3,895 | $219K |
| Jain Global LLC | 0.00% | New | 3,672 | $206K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,736 | $206K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.2% | 3,553 | $200K |
| Osaic Holdings, Inc. | 0.00% | Add +13.2% | 3,545 | $199K |
| Barclays PLC | 0.00% | Reduce -13.3% | 3,076 | $173K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +5.7% | 2,978 | $167K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,966 | $167K |
| International Assets Investment Management, LLC | 0.01% | No change | 2,536 | $143K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,500 | $140K |
| Arax Advisory Partners | 0.00% | New | 2,330 | $131K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 2,187 | $123K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +13.4% | 1,691 | $95K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -61.2% | 1,625 | $91K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,332 | $75K |
| Global Retirement Partners, LLC | 0.00% | — | 1,274 | $72K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.9% | 1,039 | $58K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 971 | $55K |
| City State Bank | 0.01% | No change | 967 | $54K |
| Concord Wealth Partners | 0.01% | New | 925 | $52K |
| KBC Group NV | 0.00% | No change | 857 | $48K |
| NBT Bank, N.A. | 0.00% | No change | 820 | $46K |
| Allworth Financial LP | 0.00% | Add +41.4% | 775 | $44K |
| Harbour Investments, Inc. | 0.00% | No change | 756 | $42K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -4.6% | 727 | $41K |
| Costello Asset Management, INC | 0.01% | Add +0.7% | 695 | $39K |
| Versant Capital Management, Inc | 0.00% | Add +328.9% | 682 | $38K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +65800.0% | 659 | $37K |
| North Star Investment Management Corp. | 0.00% | No change | 625 | $35K |
| Glen Eagle Advisors, LLC | 0.00% | Add +105.0% | 615 | $35K |
| Lummis Asset Management, LP | 0.02% | No change | 550 | $31K |
| Jones Financial Companies LLLP | 0.00% | Add +2.0% | 547 | $30K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 472 | $27K |
| Salomon & Ludwin, LLC | 0.00% | No change | 453 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 442 | $25K |
| US Bancorp \de | 0.00% | Reduce -49.2% | 427 | $24K |
| CENTRAL TRUST Co | 0.00% | No change | 425 | $24K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.7% | 412 | $23K |
| Nykredit A/S | 0.00% | — | 406 | $23K |
| Sterling Capital Management LLC | 0.00% | Reduce -29.2% | 376 | $21K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 368 | $21K |
| SHP Wealth Management | 0.00% | Reduce -13.0% | 348 | $20K |
| Quantbot Technologies LP | 0.00% | Reduce -89.5% | 345 | $19K |
| Ares Financial Consulting, LLC | 0.01% | No change | 341 | $19K |
| Bessemer Group Inc. | 0.00% | Add +43.5% | 307 | $18K |
| Hanson & Doremus Investment Management | 0.00% | No change | 300 | $17K |
| Tsfg, LLC | 0.00% | Add +0.7% | 290 | $16K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 259 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -20.8% | 240 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -41.8% | 231 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -46.5% | 231 | $13K |
| Signaturefd, LLC | 0.00% | Add +72.0% | 203 | $11K |
| Essential Partners LLC | 0.00% | Reduce -34.1% | 164 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Add +211.3% | 165 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -73.1% | 140 | $8K |
| UMB Bank, n.a. | 0.00% | Add +22.9% | 118 | $7K |
| IFP Advisors, Inc | 0.00% | Add +1000.0% | 110 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Add +1.0% | 101 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 89 | $5K |
| Larson Financial Group LLC | 0.00% | Add +43.5% | 89 | $5K |
| Los Angeles Capital Management LLC | 0.00% | No change | 66 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 60 | $3K |
| Rothschild Investment LLC | 0.00% | Add +107.4% | 56 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +130.4% | 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% | No change | 33 | $2K |
| Anchor Investment Management, LLC | 0.00% | New | 21 | $1K |
| Institute for Wealth Management, LLC. | 0.00% | New | 16 | $917 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -5.9% | 16 | $899 |
| Clearstead Advisors, LLC | 0.00% | New | 13 | $731 |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 13 | $730 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 12 | $674 |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $674 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 10 | $562 |
| Cornerstone Planning Group LLC | 0.00% | New | 9 | $509 |
| Ankerstar Wealth, LLC | 0.00% | No change | 7 | $393 |
| Assetmark, Inc. | 0.00% | No change | 7 | $393 |
| Investors Portfolio Services LLC | 0.00% | New | 6 | $337 |
| JFS Wealth Advisors, LLC | 0.00% | New | 6 | $337 |
| TFC Financial Management, Inc. | 0.00% | No change | 5 | $294 |
| Hughes Financial Services, LLC | 0.00% | Add +300.0% | 4 | $225 |
| Quaker Wealth Management, LLC | 0.00% | No change | 3 | $169 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 3 | $168 |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -71.4% | 2 | $113 |
| Abound Wealth Management | 0.00% | No change | 2 | $113 |
| Davis Capital Management | 0.00% | New | 1 | $56 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $56 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 1 | $56 |
| Evolution Advisers, Inc. | 0.00% | New | 2 | $0 |
| Covestor Ltd | 0.00% | Add +200.0% | 6 | $0 |
"% of holder's portfolio" is MSEX's weight in each manager's 13F, not the share of Middlesex Water Co. the manager owns.