Skip to content
Disclosery

MSEX MIDDLESEX WTR CO

Follow

COM (common), issuer CIK 66004

219 managers (226 13F filers) reported a position in MSEX shares at 2026-06-30, 15,699,346 shares in all. 29 filers opened a position and 21 filers sold out during the quarter.

Managers
219
13F filers
226
New
29
Added
90
Reduced
55
Sold out
21
Shares held by filers
15,699,346

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.3,134,461$176M<0.01%+117,85913F-HRTimelineGroup
T. Rowe Price Investment Management, In…1,746,560$98.1M0.06%+4,46813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,604,067$90.1M0.06%+54,16113F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding1,466,999$82.4M+9,405Timeline
MORGAN STANLEYin group MORGAN STANLEY1,101,704$61.9M<0.01%-5,91113F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP798,240$44.8M<0.01%+54,17813F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC500,555$28.1M<0.01%+30,63813F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc437,504$24.6M0.01%+31,65713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP348,430$19.6M<0.01%+2,66913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.280,212$15.7M<0.01%-10,41913F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC254,016$14.3M7.57%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP222,747$12.5M<0.01%+24,65113F-HRTimelineGroup
TSP Capital Management Group, LLC211,037$11.9M2.84%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co193,653$10.9M<0.01%+1,76813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp179,021$10.1M<0.01%+1,40313F-HRTimelineGroup
Zimmer Partners, LP176,903$9.93M0.23%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP163,002$9.15M0.01%+97,48513F-HRTimelineGroup
MIROVAin group Natixis Investment Managers159,067$8.93M0.33%-36,93313F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.141,624$7.95M0.02%-2,26513F-HRTimeline
ProShare Advisors LLC131,066$7.36M0.01%+12,36613F-HRTimeline
Jupiter Topco LLCin group Janus Henderson129,345$7.26M<0.01%13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC110,813$6.22M0.01%-36,20013F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC108,192$6.08M0.31%+14,53513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC107,530$6.04M<0.01%+2,14313F-HRTimelineGroup
DEAN INVESTMENT ASSOCIATES, LLCgroup of 2 filers holding103,494$5.81MnewTimeline
NUANCE INVESTMENTS, LLC85,830$4.82M0.82%+28,64313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC84,708$4.76M<0.01%-45,11713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC83,621$4.7M<0.01%+66,69413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding81,192$4.56M-10,057Timeline
Public Sector Pension Investment Board63,956$3.59M0.01%-1,69113F-HR/ATimeline
Nuveen, LLCin group TIAA57,101$3.21M<0.01%+17,94113F-HRTimelineGroup
Penn Capital Management Company, LLC54,308$3.05M0.19%+71313F-HRTimeline
Quantinno Capital Management LP51,146$2.87M<0.01%+13,78113F-HRTimeline
RHUMBLINE ADVISERS44,402$2.49M<0.01%-7,69813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC42,912$2.41M0.01%+79613F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/40,437$2.27M<0.01%-28,88413F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/37,436$2.1M<0.01%+5,62613F-HRTimeline
Swiss National Bank37,262$2.09M<0.01%+1,00013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC36,963$2.08M<0.01%-1,48013F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.36,195$2.03M<0.01%+9,79213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,878$1.68M<0.01%-1,51713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,716$1.67M<0.01%-2,99913F-HRTimelineGroup
TD Asset Management Inc29,036$1.63M<0.01%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC27,967$1.57M0.46%-10,27013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …27,692$1.56M0.02%-11013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,540$1.43M<0.01%-5,88413F-HRTimelineGroup
HighTower Advisors, LLC24,418$1.37M<0.01%+3513F-HRTimeline
ALLIANCEBERNSTEIN L.P.25,933$1.35M<0.01%+4,90013F-HRTimeline
SG Americas Securities, LLC23,276$1.31M<0.01%-5,38813F-HRTimeline
Legato Capital Management LLC22,705$1.28M0.11%new13F-HRTimeline
LPL Financial LLC22,605$1.27M<0.01%-2,17113F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…21,681$1.22M<0.01%+5,32013F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,212$1.19M<0.01%+8,88113F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\20,876$1.17M<0.01%+2,64613F-HRTimelineGroup
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)19,350$1.09M0.01%+1,00013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN19,278$1.08M<0.01%+8,83613F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC18,884$1.06M<0.01%+39013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP17,591$988K<0.01%+97813F-HR/ATimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co17,370$975K<0.01%-3213F-HRTimelineGroup
Odyssean, LLC17,227$967K0.16%+9,83313F-HRTimeline
Private Advisor Group, LLC16,274$914K<0.01%+4,30513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,178$909K<0.01%+28813F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC15,716$883K<0.01%new13F-HRTimelineGroup
Magellan Asset Management Ltdin group Magellan Asset Management Ltd15,503$871K0.02%013F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS14,715$826K<0.01%-11813F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…13,945$783K<0.01%-30613F-HRTimelineGroup
CenterBook Partners LP13,639$766K0.04%-8,56613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,169$740K<0.01%+20913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,230$687K<0.01%-4,82713F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC11,993$674K0.03%+2,13613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…11,958$672K<0.01%+6,73013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,734$659K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC11,244$631K<0.01%+5,94413F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…11,202$629K0.01%new13F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …10,927$614K<0.01%new13F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…10,856$610K<0.01%+50013F-HRTimelineGroup
Main Street Financial Solutions, LLC10,580$594K0.04%+1113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC10,515$591K<0.01%+1,94013F-HRTimelineGroup
Atom Investors LP9,756$548K0.05%+3,83813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,344$525K<0.01%+1013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.9,207$517K<0.01%+27113F-HRTimelineGroup
Illinois Municipal Retirement Fund9,160$514K0.01%-60513F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…9,011$506K<0.01%+57813F-HRTimeline
Parcion Private Wealth LLC8,456$475K0.03%+33913F-HRTimeline
Amundiin group Amundi8,272$465K<0.01%+2,79513F-HRTimelineGroup
Louisiana State Employees Retirement Sy…8,200$461K0.01%+10013F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd7,777$437K0.01%-68413F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND7,448$418K<0.01%+1,90013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,969$391K<0.01%+1,19213F-HRTimelineGroup
Cullen Capital Management, LLC6,943$390K<0.01%+1,69913F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …6,878$386K<0.01%+35613F-HRTimelineGroup
BLACKHILL CAPITAL INC6,666$374K0.02%013F-HRTimeline
State of Alaska, Department of Revenue6,667$373K<0.01%-2,91913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,123$344K<0.01%+1,13813F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,000$337K0.02%013F-HRTimeline
FMR LLCin group FMR LLC5,782$325K<0.01%013F-HRTimelineGroup
Police & Firemen's Retirement System of…5,763$324K<0.01%+83013F-HRTimeline
TWO SIGMA SECURITIES, LLC5,702$320K0.03%-16713F-HRTimeline
GAMMA Investing LLC5,667$318K0.01%-12713F-HRTimeline
Atria Investments, Inc5,595$314K<0.01%+1,12313F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,579$313K0.07%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,509$309K<0.01%new13F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,231$294K<0.01%-93113F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM5,127$288K<0.01%+9113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,070$285K<0.01%+6813F-HRTimelineGroup
Teton Advisors, LLC5,000$281K0.16%013F-HRTimeline
Perigon Wealth Management, LLC4,979$280K<0.01%+88613F-HRTimeline
AMALGAMATED BANK4,970$279K<0.01%-31213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …4,927$277K<0.01%+913F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…4,791$269K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC4,663$262K<0.01%-17313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,566$256K<0.01%-82,17613F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC4,561$256K<0.01%-30713F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…4,527$254K<0.01%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO4,430$249K<0.01%+32213F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…4,416$248K<0.01%-11913F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…4,363$245K<0.01%-69713F-HRTimelineGroup
Dynamic Technology Lab Private Ltd4,361$245K0.05%new13F-HRTimeline
Clean Yield Group4,350$244K0.06%013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND4,214$237K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,184$236K<0.01%+78313F-HRTimelineGroup
Ethic Inc.4,082$229K<0.01%-18513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,065$228K<0.01%-32813F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…4,035$227K<0.01%013F-HRTimeline
State of Tennessee, Department of Treas…4,033$226K<0.01%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC3,940$221K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,919$220K<0.01%-5,46013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,903$219K<0.01%-7513F-HRTimelineGroup
KLP KAPITALFORVALTNING AS3,900$219K<0.01%013F-HRTimeline
IEQ CAPITAL, LLC3,895$219K<0.01%new13F-HRTimeline
Jain Global LLC3,672$206K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,736$206K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,553$200K0.01%+613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,545$199K<0.01%+41213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC3,076$173K<0.01%-47213F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.2,978$167K0.01%+16013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,966$167K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,536$143K0.01%013F-HRTimeline
Ensign Peak Advisors, Inc2,500$140K<0.01%013F-HRTimeline
Arax Advisory Partners2,330$131K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC2,187$123K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,691$95K<0.01%+20013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,625$91.3K<0.01%-2,56813F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,332$74.8K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,274$71.6K<0.01%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,039$58.4K<0.01%-21213F-HRTimelineGroup
Steward Partners Investment Advisory, L…971$54.5K<0.01%013F-HRTimeline
City State Bank967$54.3K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners925$52K0.01%new13F-HRTimelineGroup
KBC Group NVin group KBC Group NV857$48K<0.01%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.820$46.1K<0.01%013F-HRTimelineGroup
Allworth Financial LP775$43.5K<0.01%+22713F-HRTimeline
HARBOUR INVESTMENTS, INC.756$42.5K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.727$40.8K<0.01%-3513F-HRTimeline
Costello Asset Management, INC695$39K0.01%+513F-HRTimeline
Versant Capital Management, Inc682$38.3K<0.01%+52313F-HRTimeline
Caitong International Asset Management …659$37K0.01%+65813F-HRTimeline
North Star Investment Management Corp.625$35.1K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC615$34.5K<0.01%+31513F-HRTimeline
Lummis Asset Management, LP550$30.7K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP547$30.3K<0.01%+1113F-HRTimelineGroup
Integrated Wealth Concepts LLC493$27.7K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…472$26.5K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC453$25.6K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…442$24.8K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\427$24K<0.01%-41413F-HRTimelineGroup
CENTRAL TRUST Co425$23.9K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC412$23.1K<0.01%+713F-HRTimeline
Nykredit A/Sin group Nykredit A/S406$22.8K<0.01%13F-HRTimelineGroup
Sterling Capital Management LLC376$21.1K<0.01%-15513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…368$20.7K<0.01%013F-HRTimeline
SHP Wealth Management348$19.5K<0.01%-5213F-HRTimeline
Quantbot Technologies LP345$19.4K<0.01%-2,93113F-HRTimeline
Ares Financial Consulting, LLC341$19.2K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC307$18K<0.01%+9313F-HRTimelineGroup
Hanson & Doremus Investment Management300$17K<0.01%013F-HRTimeline
TSFG, LLC290$16K<0.01%+213F-HRTimeline
Rosenberg Matthew Hamilton259$14.5K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB240$13.5K<0.01%-6313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…231$13K<0.01%-16613F-HRTimelineGroup
Farther Finance Advisors, LLC231$13K<0.01%-20113F-HRTimeline
SIGNATUREFD, LLC203$11.4K<0.01%+8513F-HRTimeline
Essential Partners LLC164$9.21K<0.01%-8513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.165$9K<0.01%+11213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parallel Advisors, LLC140$7.86K<0.01%-38113F-HRTimeline
UMB Bank, n.a.118$6.63K<0.01%+2213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc110$6.18K<0.01%+10013F-HRTimeline
SJS Investment Consulting Inc.101$5.67K<0.01%+113F-HRTimeline
Capital Advisors, Ltd. LLC89$5K<0.01%new13F-HRTimeline
Larson Financial Group LLC89$5K<0.01%+2713F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC66$3.71K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC60$3.36K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC56$3.15K<0.01%+2913F-HRTimeline
Fortitude Family Office, LLC53$2.98K<0.01%+3013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO42$2.36K<0.01%013F-HRTimelineGroup
VSM Wealth Advisory, LLC35$1.97K<0.01%013F-HRTimeline
Quarry LP33$1.85K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.16$917<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC16$899<0.01%-113F-HRTimeline
Clearstead Advisors, LLC13$731<0.01%new13F-HRTimeline