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Disclosery

MSEX MIDDLESEX WTR CO

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COM (common), issuer CIK 66004

215 managers (217 13F filers) reported a position in MSEX shares at 2025-06-30, 13,535,496 shares in all. 25 filers opened a position and 23 filers sold out during the quarter.

Managers
215
13F filers
217
New
25
Added
92
Reduced
54
Sold out
23
Shares held by filers
13,535,496

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.3,295,225$179M<0.01%+31,35813F-HRTimelineGroup
T. Rowe Price Investment Management, In…1,509,741$81.8M0.05%+28,44313F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC1,424,282$77.2M<0.01%+11,90513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP691,168$37.4M<0.01%-111,04113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP663,786$36M0.03%-44,82513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY497,639$27M<0.01%-8,49413F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC443,850$24.1M<0.01%-27713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP356,293$19.3M<0.01%-23,73713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.327,335$17.7M<0.01%+23,87213F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc285,680$15.5M<0.01%+30,08613F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC254,016$13.8M8.67%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC241,486$13.1M<0.01%+50,91213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC202,913$11M0.01%+22,50013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP202,609$11M<0.01%-11,54413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp193,550$10.5M<0.01%+3,75113F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co181,853$9.85M<0.01%+12,83913F-HRTimelineGroup
Thematics Asset Management171,000$9.26M0.42%-10,00013F-HRTimeline
FIRST MANHATTAN CO. LLC.159,153$8.62M0.02%-10,63513F-HRTimeline
UBS Group AGgroup of 2 filers holding125,040$6.77M+19,850Timeline
Zimmer Partners, LP122,057$6.61M0.15%+9,80013F-HRTimeline
ProShare Advisors LLC111,208$6.03M0.01%-4,35513F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC110,670$6M0.41%-38,27713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding102,436$5.55M+13,503Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/87,776$4.76M<0.01%+29,38313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.73,299$3.97M<0.01%+2,22413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC69,009$3.74M0.01%+1,02013F-HRTimelineGroup
Public Sector Pension Investment Board61,099$3.31M0.01%+4,47913F-HRTimeline
RHUMBLINE ADVISERS53,520$2.9M<0.01%+1,74013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC42,320$2.29M<0.01%+7,33513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,937$2.22M<0.01%-3,48813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,688$2.15M<0.01%-15,89513F-HRTimelineGroup
NFJ INVESTMENT GROUP, LLC39,018$2.11M0.07%-11,10913F-HRTimeline
Nuveen, LLCin group TIAA38,892$2.11M<0.01%-12,68313F-HRTimelineGroup
Swiss National Bank34,162$1.85M<0.01%-40013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC34,072$1.85M0.51%+14,72513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC34,049$1.84M<0.01%+11,02413F-HR/ATimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co32,223$1.75M<0.01%+2,41013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…31,583$1.71M<0.01%+2,74813F-HRTimelineGroup
DEPRINCE RACE & ZOLLO INC31,490$1.71M0.04%-1,99213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…28,864$1.56M<0.01%+25,97313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,189$1.53M<0.01%+6213F-HR/ATimelineGroup
LPL Financial LLC27,442$1.49M<0.01%+43513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC27,380$1.48M<0.01%+11,92913F-HR/ATimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…27,193$1.47M<0.01%+21,41013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,704$1.45M<0.01%-14,43013F-HRTimelineGroup
CenterBook Partners LP26,180$1.42M0.08%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,035$1.41M0.02%+22413F-HRTimelineGroup
SG Americas Securities, LLC25,914$1.4M0.01%+18,83413F-HRTimeline
TD Asset Management Inc25,588$1.39M<0.01%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.22,643$1.23M<0.01%+1,20013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/22,510$1.22M<0.01%+96913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,992$1.08M<0.01%-24313F-HR/ATimelineGroup
HighTower Advisors, LLC19,243$1.04M<0.01%-16913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC18,391$996K<0.01%+82713F-HRTimelineGroup
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)18,350$994K0.01%013F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS17,721$960K<0.01%+3,32113F-HRTimeline
Penn Capital Management Company, LLC17,283$936K0.08%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC17,210$932K<0.01%-37,16613F-HRTimelineGroup
Aquatic Capital Management LLC16,926$917K0.02%+6,33813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,532$896K<0.01%-10,70813F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…16,485$893K<0.01%-18513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,165$876K<0.01%-19813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,382$833K<0.01%+10,71113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,874$806K<0.01%+2,00113F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\14,094$764K<0.01%-2,41613F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources13,677$741K<0.01%+53713F-HRTimelineGroup
Manchester Capital Management LLC13,515$732K0.1%013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…13,409$726K<0.01%-51213F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC13,212$716K0.01%+25213F-HRTimeline
DRW Securities, LLC13,205$715K0.05%new13F-HRTimeline
Quantinno Capital Management LP12,607$683K<0.01%+5,29113F-HRTimeline
Magellan Asset Management Ltdin group Magellan Asset Management Ltd12,056$653K0.01%-23213F-HRTimelineGroup
Private Advisor Group, LLC11,667$632K<0.01%+70313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,374$616K<0.01%-4,10813F-HRTimelineGroup
Ethic Inc.11,260$614K0.01%-7,69413F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …10,970$594K<0.01%+74313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,691$579K<0.01%+19313F-HRTimelineGroup
State of Alaska, Department of Revenue10,657$576K0.01%+76313F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…10,472$567K<0.01%013F-HRTimelineGroup
Main Street Financial Solutions, LLC10,467$567K0.04%+2013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,867$535K<0.01%+6,27713F-HRTimelineGroup
Illinois Municipal Retirement Fund9,711$526K0.01%+2,28813F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD9,475$513K<0.01%-2,17013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC9,119$494K<0.01%-1,75013F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.9,055$491K<0.01%+1,31313F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…9,011$488K<0.01%+10013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson8,972$486K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,658$469K<0.01%-3,05113F-HRTimeline
Louisiana State Employees Retirement Sy…8,400$455K0.01%013F-HRTimeline
Parcion Private Wealth LLC8,015$434K0.03%+1513F-HRTimeline
Glenmede Investment Management, LP7,892$428K<0.01%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC7,522$408K0.01%+1013F-HRTimeline
INCEPTIONR LLC7,385$400K0.09%new13F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC7,308$396K<0.01%-17213F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC7,239$392K0.04%+1,87613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,064$383K<0.01%-12,35413F-HRTimelineGroup
FMR LLCin group FMR LLC6,799$368K<0.01%+1,02813F-HRTimelineGroup
BLACKHILL CAPITAL INC6,666$361K0.02%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC6,603$358K<0.01%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …6,602$358K<0.01%+20813F-HRTimelineGroup
State of Tennessee, Department of Treas…6,597$357K<0.01%+2,24613F-HRTimeline
COMERICA BANK6,490$352K<0.01%+11413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,148$333K<0.01%+53913F-HR/ATimelineGroup
Ballentine Partners, LLC6,032$327K<0.01%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC6,000$325K0.02%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC5,911$320K<0.01%013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…5,699$309K<0.01%013F-HRTimeline
Gotham Asset Management, LLC5,643$306K<0.01%+40513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,579$302K0.06%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND5,548$301K<0.01%013F-HR/ATimeline
Verition Fund Management LLC5,440$295K<0.01%-6,11513F-HRTimeline
Maryland State Retirement & Pension Sys…5,234$284K0.01%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM5,222$283K<0.01%+14913F-HRTimeline
Janney Montgomery Scott LLC5,189$281K<0.01%-19513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,172$280K<0.01%+3013F-HRTimelineGroup
AMALGAMATED BANK5,078$275K<0.01%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC5,055$274K<0.01%+7313F-HRTimelineGroup
Teton Advisors, Inc.5,000$271K0.16%013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…4,939$268K<0.01%-86513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,861$265K<0.01%-2,62513F-HR/ATimelineGroup
Creative Planningin group Creative Planning4,795$260K<0.01%+1,53513F-HRTimelineGroup
Cullen Capital Management, LLC4,695$254K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,657$252K<0.01%+4,10813F-HRTimeline
Cubist Systematic Strategies, LLC4,655$252K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,658$252K<0.01%+213F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…4,601$249K<0.01%+32813F-HRTimeline
Clean Yield Group4,525$245K0.07%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,517$245K<0.01%+513F-HRTimelineGroup
Dynamic Technology Lab Private Ltd4,506$244K0.03%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC4,333$235K0.04%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,298$233K<0.01%+1,05213F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND4,114$223K<0.01%013F-HRTimeline
Police & Firemen's Retirement System of…3,963$215K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC3,950$214K<0.01%-3,66513F-HRTimelineGroup
GAMMA Investing LLC3,622$196K0.01%+1,45313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,551$192K0.01%-5213F-HRTimeline
KLP KAPITALFORVALTNING AS3,500$190K<0.01%-3,70013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.3,200$173K<0.01%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,966$161K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,745$149K0.01%+413F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.2,465$134K0.02%new13F-HRTimeline
BOKF, NAin group BOKF, NA2,461$133K<0.01%+45713F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,742$94.4K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,742$94K<0.01%+41813F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,658$89.8K<0.01%-42713F-HRTimelineGroup
Gitterman Wealth Management, LLC1,566$84.9K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,412$76.5K<0.01%+82613F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,332$72.2K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC1,272$68.9K<0.01%13F-HRTimeline
Point72 (DIFC) Ltd1,186$64.3K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…971$52.6K<0.01%013F-HRTimeline
City State Bank967$52.4K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners917$49.7K0.01%+213F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.820$44.4K<0.01%013F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.785$42.5K0.04%+8513F-HRTimeline
Costello Asset Management, INC777$42.1K0.02%+413F-HRTimeline
North Star Investment Management Corp.625$33.9K<0.01%013F-HRTimeline
CX Institutional600$33K<0.01%013F-HR/ATimeline
Allworth Financial LP539$29.2K<0.01%-1313F-HRTimeline
Clarity Asset Management, Inc.477$25.8K0.02%-12513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC475$25.7K<0.01%-18713F-HRTimeline
VEGA INVESTMENT SOLUTIONS471$25.5K0.01%-44813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…440$23.8K<0.01%+13513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP424$23.1K<0.01%+713F-HRTimelineGroup
CENTRAL TRUST Co425$23K<0.01%013F-HRTimeline
Sterling Capital Management LLC423$22.9K<0.01%+15513F-HR/ATimeline
SIGNATUREFD, LLC419$22.7K<0.01%+11013F-HRTimeline
Quantbot Technologies LP337$18.3K<0.01%-7,84313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…325$17.6K<0.01%+2013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB316$17.1K<0.01%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management315$17K<0.01%+213F-HRTimelineGroup
PFS Partners, LLC300$16.3K0.01%-14913F-HRTimeline
Glen Eagle Advisors, LLC300$16.3K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management300$16K<0.01%013F-HRTimeline
TSFG, LLC282$15K<0.01%+113F-HRTimeline
Brooklyn Investment Group272$14.7K<0.01%+12013F-HR/ATimeline
Rosenberg Matthew Hamilton265$14.4K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.267$14K<0.01%+24113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.250$13.5K<0.01%-20013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…199$11K<0.01%-39413F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …192$10K<0.01%new13F-HRTimelineGroup
Quarry LP173$9.37K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC165$8.99K<0.01%-2913F-HRTimeline
Arax Advisory Partners152$8.24K<0.01%+10413F-HRTimeline
UMB Bank, n.a.122$6.61K<0.01%+6813F-HR/ATimeline
MAI Capital Management100$5.42K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.100$5.42K<0.01%013F-HRTimeline
Versant Capital Management, Inc97$5.25K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC81$4.37K<0.01%new13F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…72$3.9K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…57$3.09K<0.01%-1713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC53$3K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC47$2.56K<0.01%+2413F-HRTimeline
ROTHSCHILD INVESTMENT LLC35$1.9K<0.01%+2513F-HRTimeline
VSM Wealth Advisory, LLC35$1.9K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust22$1.19K<0.01%+1013F-HRTimeline
GPS Wealth Strategies Group, LLC20$1.11K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.19$1.04K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC17$922<0.01%013F-HRTimeline
Farther Finance Advisors, LLC14$759<0.01%-7613F-HRTimeline