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Disclosery

MSEX MIDDLESEX WTR CO

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COM (common), issuer CIK 66004

212 managers (214 13F filers) reported a position in MSEX shares at 2025-09-30, 14,341,138 shares in all. 27 filers opened a position and 28 filers sold out during the quarter.

Managers
212
13F filers
214
New
27
Added
84
Reduced
58
Sold out
28
Shares held by filers
14,341,138

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.3,356,169$182M<0.01%+60,94413F-HRTimelineGroup
T. Rowe Price Investment Management, In…1,633,229$88.4M0.05%+123,48813F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC1,373,488$74.3M<0.01%-50,79413F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,011,454$54.7M0.04%new13F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP702,475$38M<0.01%+11,30713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY503,121$27.2M<0.01%+5,48213F-HR/ATimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC459,352$24.9M<0.01%+15,50213F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc379,762$20.6M<0.01%+94,08213F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP347,172$18.8M<0.01%-9,12113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.290,333$15.7M<0.01%-37,00213F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC254,016$13.7M8.14%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC245,272$13.3M<0.01%+3,78613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC215,013$11.6M0.02%+12,10013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co204,706$11.1M<0.01%+22,85313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP202,304$10.9M<0.01%-30513F-HRTimelineGroup
Thematics Asset Management171,000$9.25M0.42%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp166,721$9.02M<0.01%-26,82913F-HRTimelineGroup
Zimmer Partners, LP154,557$8.36M0.2%+32,50013F-HRTimeline
FIRST MANHATTAN CO. LLC.147,353$7.97M0.02%-11,80013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding126,351$6.84M+23,915Timeline
UBS Group AGgroup of 2 filers holding124,532$6.74M-508Timeline
ProShare Advisors LLC119,385$6.46M0.01%+8,17713F-HRTimeline
TSP Capital Management Group, LLC119,224$6.45M1.73%new13F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC109,416$5.92M0.38%-1,25413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/81,598$4.42M<0.01%-6,17813F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,187$4.23M<0.01%+9,17813F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.76,722$4.15M<0.01%+3,42313F-HRTimelineGroup
Public Sector Pension Investment Board70,322$3.81M0.01%+9,22313F-HRTimeline
RHUMBLINE ADVISERS54,235$2.94M<0.01%+71513F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC51,795$2.8M0.73%+17,72313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC47,997$2.6M<0.01%+32,61513F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC47,844$2.59M<0.01%+5,52413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC43,162$2.34M<0.01%+2,22513F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC40,250$2.18M0.02%+27,03813F-HRTimeline
NFJ INVESTMENT GROUP, LLC40,151$2.17M0.07%+1,13313F-HRTimeline
Nuveen, LLCin group TIAA39,712$2.15M<0.01%+82013F-HRTimelineGroup
Penn Capital Management Company, LLC39,705$2.15M0.17%+22,42213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…36,755$1.99M<0.01%+7,89113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,312$1.91M<0.01%-4,37613F-HR/ATimelineGroup
Swiss National Bank34,662$1.88M<0.01%+50013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co33,762$1.8M<0.01%+1,53913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,399$1.59M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,641$1.55M<0.01%+22,49313F-HRTimelineGroup
LPL Financial LLC28,380$1.54M<0.01%+93813F-HRTimeline
TD Asset Management Inc27,086$1.47M<0.01%+1,49813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,765$1.45M0.02%+73013F-HRTimelineGroup
SG Americas Securities, LLC26,500$1.43M0.01%+58613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP25,593$1.39M<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC25,204$1.36M<0.01%-8,84513F-HR/ATimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/24,256$1.31M<0.01%+1,74613F-HRTimeline
HighTower Advisors, LLC23,086$1.25M<0.01%+3,84313F-HRTimeline
ALLIANCEBERNSTEIN L.P.23,043$1.25M<0.01%+40013F-HRTimeline
Catalyst Funds Management Pty Ltd22,878$1.24M0.19%new13F-HRTimeline
Quantinno Capital Management LP22,424$1.21M<0.01%+9,81713F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)18,350$993K0.01%013F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC17,836$965K<0.01%-55513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,815$964K<0.01%-10,37413F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS17,721$959K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,318$937K<0.01%+2,44413F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…16,486$892K<0.01%+113F-HRTimeline
CenterBook Partners LP15,839$857K0.04%-10,34113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\15,837$857K<0.01%+1,74313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,508$839K<0.01%-65713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources15,102$817K<0.01%+1,42513F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC14,958$810K<0.01%-2,25213F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (IRELAND) Ltd13,627$737K0.05%new13F-HRTimeline
Manchester Capital Management LLC13,515$731K0.1%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,823$694K<0.01%+5,75913F-HRTimelineGroup
Magellan Asset Management Ltdin group Magellan Asset Management Ltd12,416$672K0.01%+36013F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…12,363$669K<0.01%-1,04613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC12,129$656K<0.01%+75513F-HRTimelineGroup
Private Advisor Group, LLC11,667$631K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10,841$587K<0.01%-20,74213F-HRTimelineGroup
Main Street Financial Solutions, LLC10,527$570K0.04%+6013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…10,472$567K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,464$566K<0.01%-22713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP10,180$551K<0.01%-9,81213F-HRTimelineGroup
Verition Fund Management LLC10,114$547K<0.01%+4,67413F-HRTimeline
Cambridge Investment Research Advisors,…9,898$536K<0.01%+5,24013F-HRTimeline
State of Alaska, Department of Revenue9,599$518K0.01%-1,05813F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …9,390$508K<0.01%-1,58013F-HRTimelineGroup
Illinois Municipal Retirement Fund9,388$508K0.01%-32313F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…9,011$488K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.8,986$486K<0.01%-6913F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson8,972$486K<0.01%013F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD8,822$477K<0.01%-65313F-HRTimeline
Mariner, LLCin group Mariner, LLC8,785$475K<0.01%+4,83513F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC8,693$470K<0.01%-42613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,584$465K<0.01%-7413F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC8,370$453K0.04%+1,13113F-HRTimelineGroup
Creative Planningin group Creative Planning8,349$452K<0.01%+3,55413F-HRTimelineGroup
Parcion Private Wealth LLC8,311$450K0.03%+29613F-HRTimeline
Louisiana State Employees Retirement Sy…8,300$449K0.01%-10013F-HRTimeline
Glenmede Investment Management, LP7,861$425K<0.01%-3113F-HRTimeline
Quantbot Technologies LP7,591$411K0.01%+7,25413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC7,308$396K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC7,302$395K0.01%-22013F-HRTimeline
Ethic Inc.7,239$392K0.01%-4,02113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,998$379K<0.01%-2,86913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,743$365K<0.01%-657,04313F-HRTimelineGroup
BLACKHILL CAPITAL INC6,666$361K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,201$336K<0.01%-10,33113F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …6,065$328K<0.01%-53713F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC6,000$325K0.02%013F-HRTimeline
FMR LLCin group FMR LLC5,886$319K<0.01%-91313F-HRTimelineGroup
Ballentine Partners, LLC5,852$317K<0.01%-18013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,750$308K<0.01%+88913F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P5,610$304K0.01%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,579$302K0.06%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND5,548$300K<0.01%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC5,527$299K<0.01%-1,07613F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM5,284$286K<0.01%+6213F-HRTimeline
AMALGAMATED BANK5,257$285K<0.01%+17913F-HRTimeline
SYON CAPITAL LLC5,235$283K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC5,228$283K<0.01%+3913F-HRTimeline
COMERICA BANK5,220$283K<0.01%-1,27013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,215$282K<0.01%+69813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,122$277K<0.01%-5013F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…5,057$274K<0.01%-64213F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,000$271K<0.01%+6113F-HRTimelineGroup
Teton Advisors, LLC5,000$271K0.17%13F-HRTimeline
Police & Firemen's Retirement System of…4,933$267K<0.01%+97013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,900$265K<0.01%new13F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…4,791$259K<0.01%-22,40213F-HRTimeline
Cetera Investment Advisers4,767$258K<0.01%new13F-HRTimeline
Cullen Capital Management, LLC4,695$254K<0.01%013F-HRTimeline
GAMMA Investing LLC4,649$252K0.01%+1,02713F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…4,588$248K<0.01%-1313F-HRTimeline
Clean Yield Group4,525$245K0.07%013F-HRTimeline
Atria Investments, Inc4,434$240K<0.01%new13F-HRTimeline
State of Tennessee, Department of Treas…4,351$235K<0.01%-2,24613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,191$227K<0.01%-46613F-HRTimeline
Quantessence Capital LLC4,086$221K0.07%new13F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND4,014$217K<0.01%-10013F-HRTimeline
Arax Advisory Partners4,013$217K<0.01%+3,86113F-HRTimeline
CWM, LLCin group CWM, LLC3,906$211K<0.01%+2,16413F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC3,534$191K0.01%-1713F-HRTimeline
KLP KAPITALFORVALTNING AS3,500$189K<0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,966$161K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA2,461$133K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,491$80.7K<0.01%-25113F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,332$72.1K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,272$68.9K<0.01%013F-HRTimeline
Essential Partners LLC1,133$61.3K0.02%new13F-HRTimeline
Sterling Capital Management LLC1,049$56.8K<0.01%+62613F-HRTimeline
Pathway Financial Advisers, LLC995$53.8K0.02%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…993$53.7K<0.01%-66513F-HRTimelineGroup
Steward Partners Investment Advisory, L…971$52.6K<0.01%013F-HRTimeline
City State Bank967$52.3K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…963$52.1K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners919$49.7K0.01%+213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\825$44.6K<0.01%-58713F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.820$44.4K<0.01%013F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.785$42.5K0.03%013F-HRTimeline
Costello Asset Management, INC781$42.3K0.01%+413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC645$34.9K<0.01%+17013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.635$34K<0.01%+36813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
North Star Investment Management Corp.625$33.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC615$33.3K<0.01%+31513F-HRTimeline
Allworth Financial LP585$31.7K<0.01%+4613F-HRTimeline
Versant Capital Management, Inc566$30.6K<0.01%+46913F-HRTimeline
Clarity Asset Management, Inc.480$26K0.01%+313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV449$24.3K<0.01%-2,29613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…442$23.9K<0.01%+213F-HRTimelineGroup
CENTRAL TRUST Co425$23K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP425$22.7K<0.01%+113F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB342$18.5K<0.01%+2613F-HRTimeline
SIGNATUREFD, LLC309$16.7K<0.01%-11013F-HRTimeline
Farther Finance Advisors, LLC302$16.3K<0.01%+28813F-HRTimeline
Hanson & Doremus Investment Management300$16K<0.01%013F-HRTimeline
TSFG, LLC284$15K<0.01%+213F-HRTimeline
Rosenberg Matthew Hamilton265$14.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.250$13.5K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…242$13.1K<0.01%-8313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management223$12.1K<0.01%-9213F-HRTimelineGroup
Smartleaf Asset Management LLC173$9.23K<0.01%+813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…163$8.82K<0.01%+10613F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …144$8K<0.01%-4813F-HRTimelineGroup
Wealthspire Advisors, LLC117$6.33K<0.01%new13F-HRTimeline
Parallel Advisors, LLC116$6.28K<0.01%+6913F-HRTimeline
Quent Capital, LLC112$6.06K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.100$5.41K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…72$3.9K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC62$3.32K<0.01%new13F-HRTimeline
UMB Bank, n.a.61$3.3K<0.01%-6113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc60$3.25K<0.01%+4913F-HR/ATimeline
Larson Financial Group LLC58$3.13K<0.01%+4613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC53$3K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC36$1.95K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC35$1.89K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC35$1.89K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC23$1.25K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC23$1.25K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC21$1.11K<0.01%+113F-HRTimeline
Vermillion Wealth Management, Inc.19$1.04K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC17$921<0.01%013F-HRTimeline
Parkside Financial Bank & Trust12$650<0.01%-1013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…12$649<0.01%013F-HRTimelineGroup
Quarry LP11$595<0.01%-16213F-HRTimeline
Bare Financial Services, Inc10$541<0.01%new13F-HRTimeline