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Disclosery

MSEX MIDDLESEX WTR CO

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COM (common), issuer CIK 66004

201 managers (202 13F filers) reported a position in MSEX shares at 2025-12-31, 14,963,256 shares in all. 17 filers opened a position and 33 filers sold out during the quarter.

Managers
201
13F filers
202
New
17
Added
64
Reduced
76
Sold out
33
Shares held by filers
14,963,256

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.3,453,484$174M<0.01%+97,31513F-HRTimelineGroup
T. Rowe Price Investment Management, In…1,699,403$85.7M0.05%+66,17413F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,523,562$76.8M0.06%+512,10813F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC1,398,851$70.5M<0.01%+25,36313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,066,578$53.8M<0.01%+563,45713F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP730,072$36.8M<0.01%+27,59713F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC464,484$23.4M<0.01%+5,13213F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc388,546$19.6M<0.01%+8,78413F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP342,716$17.3M<0.01%-4,45613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.307,594$15.5M<0.01%+17,26113F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC254,016$12.8M7.38%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co210,787$10.6M<0.01%+6,08113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP198,348$10M<0.01%-3,95613F-HRTimelineGroup
Zimmer Partners, LP183,657$9.26M0.24%+29,10013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp180,805$9.12M<0.01%+14,08413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC159,051$8.02M<0.01%-86,22113F-HR/ATimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding149,134$7.52M+22,783Timeline
FIRST MANHATTAN CO. LLC.147,228$7.42M0.02%-12513F-HRTimeline
UBS Group AGgroup of 2 filers holding130,757$6.59M+6,225Timeline
RENAISSANCE TECHNOLOGIES LLC129,213$6.51M0.01%-85,80013F-HRTimeline
ProShare Advisors LLC118,876$5.99M0.01%-50913F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC105,066$5.3M0.34%-4,35013F-HRTimeline
Public Sector Pension Investment Board63,472$3.2M0.01%-6,85013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/62,290$3.14M<0.01%-19,30813F-HRTimelineGroup
RHUMBLINE ADVISERS51,183$2.58M<0.01%-3,05213F-HRTimeline
Penn Capital Management Company, LLC50,956$2.57M0.2%+11,25113F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC47,128$2.38M0.61%-4,66713F-HRTimeline
Aventail Capital Group, LP45,509$2.29M0.13%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC40,541$2.04M0.02%+29113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC39,483$1.99M<0.01%-8,36113F-HRTimelineGroup
Nuveen, LLCin group TIAA38,934$1.96M<0.01%-77813F-HRTimelineGroup
NFJ INVESTMENT GROUP, LLC38,178$1.92M0.07%-1,97313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,062$1.92M<0.01%-5,10013F-HRTimelineGroup
Swiss National Bank35,462$1.79M<0.01%+80013F-HRTimeline
Quantinno Capital Management LP29,018$1.46M<0.01%+6,59413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,901$1.46M<0.01%-49813F-HRTimelineGroup
TD Asset Management Inc28,784$1.45M<0.01%+1,69813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC28,545$1.44M<0.01%+3,34113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,146$1.42M<0.01%-7,16613F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/27,875$1.41M<0.01%+3,61913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …27,366$1.38M0.02%+60113F-HRTimelineGroup
LPL Financial LLC26,072$1.31M<0.01%-2,30813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25,529$1.29M<0.01%+8,21113F-HRTimelineGroup
CenterBook Partners LP24,165$1.22M0.06%+8,32613F-HRTimeline
HighTower Advisors, LLC23,120$1.17M<0.01%+3413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,607$1.14M<0.01%-25,39013F-HRTimelineGroup
Catalyst Funds Management Pty Ltd21,488$1.08M0.25%-1,39013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.20,259$1.02M<0.01%-56,46313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.20,133$1.02M<0.01%-2,91013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co18,777$947K<0.01%-14,98513F-HRTimelineGroup
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)18,350$925K0.01%013F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS17,721$893K<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,418$878K<0.01%-39713F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC16,784$846K<0.01%-1,05213F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…16,497$832K<0.01%+1113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\16,241$819K<0.01%+40413F-HRTimelineGroup
ExodusPoint Capital Management, LP15,863$800K0.01%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd15,722$793K0.05%+2,09513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,374$775K<0.01%-13413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources14,899$751K<0.01%-20313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,887$700K<0.01%+1,06413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,406$676K<0.01%new13F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…12,992$655K<0.01%+62913F-HRTimelineGroup
Magellan Asset Management Ltdin group Magellan Asset Management Ltd12,416$626K0.01%013F-HRTimelineGroup
Abacus Wealth Partners, LLC12,084$609K0.06%new13F-HRTimeline
Private Advisor Group, LLC11,743$592K<0.01%+7613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,328$571K<0.01%+1,14813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,122$561K<0.01%+65813F-HRTimelineGroup
Main Street Financial Solutions, LLC10,568$533K0.04%+4113F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…10,472$528K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,375$523K<0.01%+47713F-HRTimeline
SG Americas Securities, LLC10,282$518K<0.01%-16,21813F-HRTimeline
State of Alaska, Department of Revenue9,870$496K0.01%+27113F-HRTimeline
Illinois Municipal Retirement Fund9,703$489K0.01%+31513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,300$469K<0.01%+71613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,256$467K<0.01%-2,87313F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC9,243$466K0.04%+87313F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…9,011$454K<0.01%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson8,972$453K<0.01%013F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.8,966$452K<0.01%-2013F-HRTimelineGroup
Odyssean, LLC8,765$442K0.32%13F-HRTimeline
Verition Fund Management LLC8,688$438K<0.01%-1,42613F-HRTimeline
Louisiana State Employees Retirement Sy…8,400$424K0.01%+10013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC8,356$421K<0.01%-33713F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD8,304$419K<0.01%-51813F-HRTimeline
Parcion Private Wealth LLC8,197$413K0.03%-11413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC7,308$368K<0.01%013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …6,907$351K<0.01%-2,48313F-HRTimelineGroup
BLACKHILL CAPITAL INC6,666$336K0.02%013F-HRTimeline
GAMMA Investing LLC6,640$335K0.02%+1,99113F-HRTimeline
COMERICA BANK6,103$308K<0.01%+88313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,077$306K<0.01%+5,11413F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC6,042$305K<0.01%-15913F-HRTimelineGroup
FMR LLCin group FMR LLC6,040$305K<0.01%+15413F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC6,000$303K0.02%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,972$301K<0.01%-1,02613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,870$296K<0.01%+12013F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,579$281K0.06%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …5,573$281K<0.01%-49213F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND5,548$280K<0.01%013F-HRTimeline
Amundiin group Amundi5,477$276K<0.01%new13F-HRTimelineGroup
AMALGAMATED BANK5,203$262K<0.01%-5413F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC4,871$259K<0.01%-65613F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM5,063$255K<0.01%-22113F-HRTimeline
Cullen Capital Management, LLC5,053$255K<0.01%+35813F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,000$252K<0.01%013F-HRTimelineGroup
Teton Advisors, LLC5,000$252K0.17%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,970$251K<0.01%-15213F-HRTimelineGroup
Police & Firemen's Retirement System of…4,933$249K<0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,904$247K<0.01%-1,83913F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,904$247K<0.01%-5,93713F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…4,791$242K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC4,634$234K<0.01%-59413F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…4,527$229K<0.01%-53013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…4,540$229K<0.01%-4813F-HRTimeline
Ethic Inc.4,533$229K<0.01%-2,70613F-HRTimeline
Clean Yield Group4,525$228K0.06%013F-HRTimeline
Atria Investments, Inc4,237$214K<0.01%-19713F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND4,214$212K<0.01%+20013F-HRTimeline
State of Tennessee, Department of Treas…4,033$211K<0.01%-31813F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…4,140$209K<0.01%-32,61513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,100$207K<0.01%-21,49313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,919$197K<0.01%-24,72213F-HRTimelineGroup
KLP KAPITALFORVALTNING AS3,900$197K<0.01%+40013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,541$179K0.01%+713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,966$150K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,536$128K0.01%new13F-HRTimeline
Ensign Peak Advisors, Inc2,500$126K<0.01%new13F-HR/ATimeline
CWM, LLCin group CWM, LLC2,231$112K<0.01%-1,67513F-HRTimelineGroup
Aquatic Capital Management LLC1,979$99.8K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,559$78.6K0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,491$75.2K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC1,478$74.5K<0.01%-5,82413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,332$67.2K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,282$64.7K<0.01%+1013F-HRTimeline
Steward Partners Investment Advisory, L…971$49K<0.01%013F-HRTimeline
City State Bank967$48.8K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners921$46.4K0.01%+213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…914$46.1K<0.01%-7913F-HRTimelineGroup
Sterling Capital Management LLC910$45.9K<0.01%-13913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.820$41.3K<0.01%013F-HRTimelineGroup
Essential Partners LLC737$37.2K0.01%-39613F-HRTimeline
Versant Capital Management, Inc734$37K<0.01%+16813F-HRTimeline
Costello Asset Management, INC686$34.6K0.01%-9513F-HRTimeline
North Star Investment Management Corp.625$31.5K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC611$30.8K<0.01%-3413F-HRTimeline
Allworth Financial LP545$27.5K<0.01%-4013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\513$25.9K<0.01%-31213F-HRTimelineGroup
Clarity Asset Management, Inc.483$24.4K0.01%+313F-HRTimeline
VEGA INVESTMENT SOLUTIONS471$23.7K<0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…447$22.5K<0.01%+513F-HR/ATimelineGroup
CENTRAL TRUST Co425$21.4K<0.01%013F-HRTimeline
SHP Wealth Management400$20.2K<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP358$18.1K<0.01%-6713F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB347$17.5K<0.01%+513F-HRTimeline
Parallel Advisors, LLC309$15.6K<0.01%+19313F-HRTimeline
MAI Capital Management300$15.1K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC300$15.1K<0.01%-31513F-HRTimeline
Hanson & Doremus Investment Management300$15K<0.01%013F-HRTimeline
TSFG, LLC286$14K<0.01%+213F-HRTimeline
Rosenberg Matthew Hamilton259$13.1K<0.01%-613F-HRTimeline
HARBOUR INVESTMENTS, INC.256$12.9K<0.01%+613F-HRTimeline
Salomon & Ludwin, LLC244$12.2K<0.01%+18213F-HRTimeline
Farther Finance Advisors, LLC241$12.2K<0.01%-6113F-HRTimeline
SIGNATUREFD, LLC239$12.1K<0.01%-7013F-HRTimeline
SUMMIT SECURITIES GROUP LLC221$11.1K<0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …187$9K<0.01%+4313F-HRTimelineGroup
Smartleaf Asset Management LLC173$8.81K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.131$7K<0.01%-50413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…132$6.66K<0.01%-11013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management126$6.35K<0.01%-9713F-HRTimelineGroup
UMB Bank, n.a.117$5.9K<0.01%+5613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quent Capital, LLC112$5.65K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC96$5.46K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.100$5.04K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC99$5K<0.01%+4613F-HRTimelineGroup
Arax Advisory Partners95$4.79K<0.01%-3,91813F-HRTimeline
Fortitude Family Office, LLC88$4.44K<0.01%+7913F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…72$3.62K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC66$3.34K<0.01%+813F-HRTimeline
Ares Financial Consulting, LLC60$3.02K<0.01%13F-HRTimeline
IFP Advisors, Inc43$2.17K<0.01%-1713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO42$2.12K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV42$2.12K<0.01%-40713F-HRTimeline
VSM Wealth Advisory, LLC35$1.76K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…23$1.16K<0.01%-14013F-HRTimelineGroup
Vermillion Wealth Management, Inc.19$981<0.01%013F-HRTimeline
Private Wealth Management Group, LLC17$858<0.01%013F-HRTimeline
Parkside Financial Bank & Trust12$606<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…12$605<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7$353<0.01%new13F-HRTimelineGroup
TFC Financial Management, Inc.5$260<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC5$252<0.01%-3013F-HRTimeline
Ankerstar Wealth, LLC5$252<0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4$202<0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC4$202<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC3$152<0.01%013F-HRTimeline
Abound Wealth Management2$101<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2$101<0.01%13F-HRTimeline
Hughes Financial Services, LLC1$50<0.01%new13F-HRTimeline