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Disclosery

MSEX MIDDLESEX WTR CO

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COM (common), issuer CIK 66004

215 managers (216 13F filers) reported a position in MSEX shares at 2025-03-31, 13,835,448 shares in all. 32 filers opened a position and 24 filers sold out during the quarter.

Managers
215
13F filers
216
New
32
Added
57
Reduced
76
Sold out
24
Shares held by filers
13,835,448

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.3,263,867$209M<0.01%-211,50713F-HRTimelineGroup
T. Rowe Price Investment Management, In…1,481,298$95M0.06%+9,89413F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC1,412,377$90.5M<0.01%+20,87613F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP802,209$51.4M<0.01%-28,76313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP708,611$45.4M0.04%+318,59813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY506,133$32.4M<0.01%-37,62313F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC444,127$28.5M<0.01%+12,36013F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP380,030$24.4M0.01%-49,55013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.303,463$19.5M<0.01%+48,07213F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc255,594$16.4M<0.01%+59,75813F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC254,016$16.3M10.5%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP214,153$13.7M<0.01%-9,20813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC190,574$12.2M<0.01%+36,54013F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp189,799$12.2M<0.01%-25,11413F-HRTimelineGroup
Thematics Asset Management181,000$11.6M0.59%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC180,413$11.6M0.02%+19,20013F-HRTimeline
FIRST MANHATTAN CO. LLC.169,788$10.9M0.03%-8,38713F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co169,014$10.8M<0.01%-3,45813F-HR/ATimelineGroup
CRAMER ROSENTHAL MCGLYNN LLC148,947$9.55M0.69%+46,56213F-HRTimeline
Amundiin group Amundi119,762$7.97M<0.01%-8,76413F-HRTimelineGroup
ProShare Advisors LLC115,563$7.41M0.02%-18,06613F-HRTimeline
Zimmer Partners, LP112,257$7.2M0.15%new13F-HRTimeline
TSP Capital Management Group, LLC109,217$7M2.3%-7113F-HRTimeline
UBS Group AGgroup of 2 filers holding105,190$6.74M-1,848Timeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC88,933$5.7M<0.01%+2,29313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.71,075$4.56M0.01%+55,29913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,989$4.36M0.01%-23,54113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/58,393$3.74M<0.01%+1,13313F-HRTimelineGroup
Public Sector Pension Investment Board56,620$3.63M0.02%+11,99613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO55,583$3.56M<0.01%-36,97713F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC54,376$3.49M<0.01%+12,11613F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP52,371$3.36M0.15%new13F-HRTimeline
RHUMBLINE ADVISERS51,780$3.32M<0.01%-2,52313F-HR/ATimeline
Nuveen, LLCin group TIAA51,575$3.31M<0.01%13F-HRTimelineGroup
NFJ INVESTMENT GROUP, LLC50,127$3.21M0.11%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC44,425$2.85M<0.01%-7,00913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,134$2.64M<0.01%+32,53713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC34,985$2.24M<0.01%+5,44713F-HRTimelineGroup
Swiss National Bank34,562$2.22M<0.01%-40013F-HRTimeline
DEPRINCE RACE & ZOLLO INC33,482$2.15M0.04%new13F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co29,813$1.91M<0.01%+9,19913F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…28,835$1.85M<0.01%+20,84413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,127$1.8M<0.01%+14,32613F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC27,240$1.75M<0.01%+1,26613F-HRTimelineGroup
LPL Financial LLC27,007$1.73M<0.01%+8613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …25,811$1.65M0.02%+5,94813F-HRTimelineGroup
TD Asset Management Inc25,588$1.64M<0.01%013F-HRTimeline
Assenagon Asset Management S.A.23,357$1.5M<0.01%+4,29113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC23,025$1.48M<0.01%-8,25113F-HR/ATimelineGroup
GWN SECURITIES INC.26,298$1.45M0.08%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/21,541$1.38M<0.01%+82813F-HRTimeline
ALLIANCEBERNSTEIN L.P.21,443$1.37M<0.01%013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd21,264$1.36M0.08%+1,79313F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP20,688$1.33M<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP20,235$1.3M<0.01%+29313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,418$1.24M<0.01%-7,74513F-HRTimelineGroup
HighTower Advisors, LLC19,412$1.24M<0.01%+2,09113F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC19,347$1.24M0.37%new13F-HR/ATimeline
Ethic Inc.18,954$1.22M0.02%-4,71313F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)18,350$1.18M0.01%-1,10013F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC17,564$1.13M<0.01%-23013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…16,670$1.07M<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\16,510$1.06M<0.01%-70413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,363$1.05M<0.01%-43813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC15,482$992K<0.01%-2,23413F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC15,451$990K<0.01%-9,92213F-HR/ATimelineGroup
STOREBRAND ASSET MANAGEMENT AS14,400$923K<0.01%013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…13,921$892K<0.01%+1,05813F-HRTimelineGroup
Manchester Capital Management LLC13,515$866K0.11%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,140$842K<0.01%+2913F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC12,960$831K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,873$825K<0.01%+26013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd12,364$793K0.04%new13F-HRTimelineGroup
Magellan Asset Management Ltdin group Magellan Asset Management Ltd12,288$788K0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,709$751K<0.01%+3,13013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD11,645$746K<0.01%+1713F-HRTimeline
Verition Fund Management LLC11,555$741K<0.01%new13F-HRTimeline
Private Advisor Group, LLC10,964$703K<0.01%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC10,869$697K0.01%-79413F-HRTimelineGroup
Aquatic Capital Management LLC10,588$679K0.02%+2,45813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,498$673K<0.01%+57913F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…10,472$671K<0.01%-12913F-HRTimelineGroup
Main Street Financial Solutions, LLC10,447$670K0.06%013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …10,227$656K<0.01%new13F-HRTimelineGroup
State of Alaska, Department of Revenue9,894$634K0.01%-22113F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.9,230$592K<0.01%-18113F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…8,911$571K<0.01%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson8,972$569K<0.01%013F-HRTimelineGroup
Louisiana State Employees Retirement Sy…8,400$538K0.01%-20013F-HRTimeline
Quantbot Technologies LP8,180$524K0.02%new13F-HRTimeline
Parcion Private Wealth LLC8,000$513K0.04%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA7,939$509K<0.01%+3,19513F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.7,742$496K<0.01%-57113F-HRTimelineGroup
Graham Capital Management, L.P.7,666$491K0.02%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC7,615$488K<0.01%-93013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC7,512$482K0.02%+3,43113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,486$480K<0.01%-3,04313F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC7,480$479K<0.01%+11613F-HRTimeline
Illinois Municipal Retirement Fund7,423$476K0.01%-3,09013F-HRTimeline
Quantinno Capital Management LP7,316$469K<0.01%new13F-HRTimeline
KLP KAPITALFORVALTNING AS7,200$462K<0.01%013F-HRTimeline
SG Americas Securities, LLC7,080$454K<0.01%-2,51513F-HRTimeline
BLACKHILL CAPITAL INC6,666$427K0.02%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC6,603$423K<0.01%-9013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …6,394$410K<0.01%-2,02513F-HRTimelineGroup
COMERICA BANK6,376$409K<0.01%-1,16113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,000$385K0.03%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC5,911$379K<0.01%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,804$372K<0.01%+79513F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…5,783$371K<0.01%+99213F-HRTimeline
FMR LLCin group FMR LLC5,771$370K<0.01%-4,88313F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…5,699$365K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,609$359K<0.01%-1,00913F-HR/ATimelineGroup
Versor Investments LP5,600$359K0.06%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,579$358K0.09%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND5,548$356K<0.01%013F-HR/ATimeline
Janney Montgomery Scott LLC5,384$345K<0.01%-19013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC5,363$344K0.04%-2,27013F-HRTimelineGroup
Gotham Asset Management, LLC5,238$336K<0.01%new13F-HRTimeline
Maryland State Retirement & Pension Sys…5,234$335K0.01%-78713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,142$330K<0.01%-48713F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM5,073$325K<0.01%-8713F-HRTimeline
AMALGAMATED BANK5,078$325K<0.01%-13413F-HRTimeline
Teton Advisors, Inc.5,000$320K0.2%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC4,982$319K<0.01%-62913F-HR/ATimelineGroup
Cullen Capital Management, LLC4,695$301K<0.01%+39513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,671$299K<0.01%-27513F-HRTimelineGroup
Ellevest, Inc.4,662$299K0.02%-1,73313F-HRTimeline
Cambridge Investment Research Advisors,…4,656$298K<0.01%+213F-HRTimeline
Clean Yield Group4,525$290K0.09%-2,40013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,512$289K<0.01%+7113F-HRTimelineGroup
State of Tennessee, Department of Treas…4,351$279K<0.01%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC4,332$278K0.06%+213F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…4,273$274K<0.01%+46113F-HRTimeline
Cable Hill Partners, LLC4,293$271K0.03%+41313F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND4,114$264K0.01%-10013F-HRTimeline
Police & Firemen's Retirement System of…3,963$254K<0.01%013F-HRTimeline
CIBC WORLD MARKETS CORP3,920$251K<0.01%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC3,707$238K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,590$230K<0.01%-75613F-HRTimelineGroup
Creative Planningin group Creative Planning3,260$209K<0.01%-4,46013F-HRTimelineGroup
Crestwood Advisors Group, LLC3,250$208K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,246$208K<0.01%-4,22813F-HRTimelineGroup
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.3,170$203K0.01%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,966$190K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,603$190K0.02%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…2,891$185K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,741$176K0.01%-60213F-HRTimeline
GAMMA Investing LLC2,169$139K0.01%+12513F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,085$134K<0.01%-4,67313F-HRTimelineGroup
BOKF, NAin group BOKF, NA2,004$128K<0.01%+1,82513F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,742$112K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,324$85K<0.01%-2313F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,047$67K<0.01%+8613F-HRTimelineGroup
Steward Partners Investment Advisory, L…971$62.2K<0.01%-5,02313F-HRTimeline
City State Bank967$62K0.02%013F-HRTimeline
OSTRUM ASSET MANAGEMENT919$58.9K<0.01%-1,40413F-HRTimeline
VEGA INVESTMENT SOLUTIONS919$58.9K0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners915$58.7K0.01%+213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.820$52.6K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC773$49.6K0.02%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.700$44.9K0.04%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC662$42.4K<0.01%+37213F-HRTimeline
North Star Investment Management Corp.625$40.1K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.602$38.6K0.02%-13513F-HRTimeline
CX Institutional600$38K<0.01%new13F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…593$38K<0.01%-7613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\586$37.6K<0.01%-56513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC549$35.2K<0.01%new13F-HRTimeline
Allworth Financial LP552$34.2K<0.01%+813F-HRTimeline
IFP Advisors, Inc494$32.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.450$28.8K<0.01%013F-HRTimeline
PFS Partners, LLC449$28.8K0.02%013F-HRTimeline
CENTRAL TRUST Co425$27.2K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP417$26.5K<0.01%+32013F-HR/ATimelineGroup
Aster Capital Management (DIFC) Ltd495$24.8K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB314$20.1K<0.01%-6813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management313$20.1K<0.01%-9113F-HRTimelineGroup
SIGNATUREFD, LLC309$19.8K<0.01%-10213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…305$19.6K<0.01%+213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…305$19.6K<0.01%-5813F-HRTimelineGroup
Glen Eagle Advisors, LLC300$19.2K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management300$19K<0.01%013F-HRTimeline
TSFG, LLC281$18K<0.01%new13F-HRTimeline
Sterling Capital Management LLC268$17.2K<0.01%-22913F-HRTimeline
Rosenberg Matthew Hamilton265$17K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC194$12.3K<0.01%-22713F-HRTimeline
Brooklyn Investment Group152$9.74K<0.01%new13F-HRTimeline
Quent Capital, LLC112$7.18K<0.01%013F-HRTimeline
Lindbrook Capital, LLC103$6.6K<0.01%-22013F-HRTimeline
SJS Investment Consulting Inc.100$6.41K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC90$5.78K<0.01%+7713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…74$4.74K<0.01%+2213F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…72$4.62K<0.01%-44813F-HRTimelineGroup
Caitong International Asset Management …61$3.91K<0.01%+4113F-HRTimeline
UMB Bank, n.a.54$3.46K<0.01%-11113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Arax Advisory Partners48$3.08K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC53$3K<0.01%013F-HRTimelineGroup
VSM Wealth Advisory, LLC35$2.24K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.26$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.