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Disclosery

MSEX MIDDLESEX WTR CO

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COM (common), issuer CIK 66004

214 managers (220 13F filers) reported a position in MSEX shares at 2026-03-31, 15,032,741 shares in all. 30 filers opened a position and 14 filers sold out during the quarter.

Managers
214
13F filers
220
New
30
Added
75
Reduced
66
Sold out
14
Shares held by filers
15,032,741

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.3,016,602$157M<0.01%-436,88213F-HRTimelineGroup
T. Rowe Price Investment Management, In…1,742,092$90.7M0.06%+42,68913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,549,906$80.7M0.06%+26,34413F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding1,457,594$75.9MnewTimeline
MORGAN STANLEYin group MORGAN STANLEY1,107,615$57.7M<0.01%+41,03713F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP744,062$38.7M<0.01%+13,99013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC469,917$24.5M<0.01%+5,43313F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc405,847$21.1M<0.01%+17,30113F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP345,761$18M<0.01%+3,04513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.290,631$15.1M<0.01%-16,96313F-HRTimelineGroup
Ledgewood Wealth Advisors, LLC254,016$13.2M7.44%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP198,096$10.3M<0.01%-25213F-HRTimelineGroup
MIROVAin group Natixis Investment Managers196,000$10.2M0.41%new13F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co191,885$9.99M<0.01%-18,90213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp177,618$9.24M<0.01%-3,18713F-HRTimelineGroup
Zimmer Partners, LP176,903$9.21M0.23%-6,75413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC147,013$7.65M0.01%+17,80013F-HRTimeline
FIRST MANHATTAN CO. LLC.143,889$7.49M0.02%-3,33913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC129,825$6.76M<0.01%-29,22613F-HRTimelineGroup
ProShare Advisors LLC118,700$6.18M0.01%-17613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC105,387$5.49M<0.01%-43,74713F-HRTimelineGroup
CRAMER ROSENTHAL MCGLYNN LLC93,657$4.87M0.36%-11,40913F-HRTimeline
UBS Group AGgroup of 2 filers holding91,249$4.75M-39,508Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC86,742$4.51M<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/69,321$3.61M<0.01%+7,03113F-HRTimelineGroup
HRT FINANCIAL LP67,547$3.52M0.01%new13F-HRTimeline
Public Sector Pension Investment Board65,647$3.42M0.01%+2,17513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP65,517$3.41M<0.01%+61,41713F-HRTimelineGroup
NUANCE INVESTMENTS, LLC57,187$2.98M0.42%new13F-HRTimeline
Penn Capital Management Company, LLC53,595$2.79M0.22%+2,63913F-HRTimeline
RHUMBLINE ADVISERS52,100$2.71M<0.01%+91713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC42,116$2.19M0.02%+1,57513F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC40,767$2.12M<0.01%new13F-HRTimelineGroup
Nuveen, LLCin group TIAA39,160$2.04M<0.01%+22613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,443$2M<0.01%+38113F-HR/ATimelineGroup
NORTHSTAR ASSET MANAGEMENT INC38,237$1.99M0.61%-8,89113F-HRTimeline
NFJ INVESTMENT GROUP, LLC38,178$1.99M0.08%013F-HRTimeline
Quantinno Capital Management LP37,365$1.94M<0.01%+8,34713F-HRTimeline
Swiss National Bank36,262$1.89M<0.01%+80013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,715$1.7M<0.01%+18,82813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,424$1.66M<0.01%+3,27813F-HR/ATimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/31,810$1.66M<0.01%+3,93513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,395$1.63M<0.01%+2,49413F-HRTimelineGroup
TD Asset Management Inc29,036$1.51M<0.01%+25213F-HRTimeline
SG Americas Securities, LLC28,664$1.49M<0.01%+18,38213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …27,802$1.45M0.02%+43613F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.26,403$1.37M<0.01%+6,14413F-HRTimelineGroup
LPL Financial LLC24,776$1.29M<0.01%-1,29613F-HRTimeline
HighTower Advisors, LLC24,383$1.27M<0.01%+1,26313F-HRTimeline
CenterBook Partners LP22,205$1.16M0.06%-1,96013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC21,584$1.12M<0.01%new13F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.21,033$1.06M<0.01%+90013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC18,494$963K<0.01%+1,71013F-HRTimelineGroup
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)18,350$955K0.01%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\18,230$949K<0.01%+1,98913F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co17,402$906K<0.01%-1,37513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,057$888K<0.01%-36113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,927$881K<0.01%-5,68013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP16,613$865K<0.01%+5,28513F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…16,361$852K<0.01%-13613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…15,890$827K<0.01%+51613F-HRTimelineGroup
Magellan Asset Management Ltdin group Magellan Asset Management Ltd15,503$807K0.01%+3,08713F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS14,833$772K<0.01%-2,88813F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…14,251$742K<0.01%+1,25913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources12,960$675K<0.01%-1,93913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,331$642K<0.01%+1,20913F-HRTimelineGroup
Private Advisor Group, LLC11,969$623K<0.01%+22613F-HRTimeline
Brooklyn Investment Group11,724$610K0.02%new13F-HRTimeline
Abacus Wealth Partners, LLC10,838$564K0.05%-1,24613F-HRTimeline
Main Street Financial Solutions, LLC10,569$550K0.04%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,442$544K<0.01%-15,08713F-HR/ATimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…10,356$539K<0.01%-11613F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC9,857$513K0.03%+61413F-HRTimelineGroup
Illinois Municipal Retirement Fund9,765$508K0.01%+6213F-HRTimeline
State of Alaska, Department of Revenue9,586$498K0.01%-28413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,379$488K<0.01%-4,02713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,334$486K<0.01%+3413F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson8,972$467K<0.01%013F-HR/ATimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.8,936$465K<0.01%-3013F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC8,575$446K<0.01%+21913F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd8,461$440K0.01%new13F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…8,433$439K<0.01%-57813F-HRTimeline
Parcion Private Wealth LLC8,117$422K0.03%-8013F-HRTimeline
Louisiana State Employees Retirement Sy…8,100$422K0.01%-30013F-HRTimeline
Odyssean, LLC7,394$385K0.14%-1,37113F-HRTimeline
BLACKHILL CAPITAL INC6,666$347K0.02%013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …6,522$339K<0.01%-38513F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,423$334K<0.01%+1,51913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,162$321K<0.01%+19013F-HRTimelineGroup
GUYASUTA INVESTMENT ADVISORS INC6,000$312K0.02%013F-HRTimeline
Atom Investors LP5,918$308K0.02%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC5,869$305K0.04%new13F-HRTimeline
GAMMA Investing LLC5,794$302K0.01%-84613F-HRTimeline
FMR LLCin group FMR LLC5,782$301K<0.01%-25813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC5,777$301K<0.01%-3,47913F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,579$290K0.07%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd5,556$289K<0.01%new13F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND5,548$289K<0.01%013F-HRTimeline
Amundiin group Amundi5,477$285K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,300$276K<0.01%-74213F-HRTimelineGroup
MANGROVE PARTNERS IM, LLC5,289$275K0.02%new13F-HRTimeline
AMALGAMATED BANK5,282$275K<0.01%+7913F-HRTimeline
Cullen Capital Management, LLC5,244$273K<0.01%+19113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5,228$272K<0.01%+32413F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…5,060$263K<0.01%+6013F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM5,036$262K<0.01%-2713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,002$260K<0.01%+3213F-HRTimelineGroup
Teton Advisors, LLC5,000$260K0.18%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,985$259K<0.01%new13F-HRTimeline
Police & Firemen's Retirement System of…4,933$257K<0.01%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …4,918$256K<0.01%-65513F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC4,868$253K<0.01%-313F-HRTimeline
Janney Montgomery Scott LLC4,836$252K<0.01%+20213F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…4,791$249K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…4,738$247K<0.01%-5,63713F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC4,635$241K<0.01%-2,67313F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…4,535$236K<0.01%-513F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…4,527$236K<0.01%013F-HRTimeline
Atria Investments, Inc4,472$233K<0.01%+23513F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.4,393$229K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,393$229K<0.01%+4,26113F-HRTimelineGroup
Clean Yield Group4,350$226K0.06%-17513F-HRTimeline
Ethic Inc.4,267$222K<0.01%-26613F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND4,214$219K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,193$218K0.01%+3,27913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO4,108$214K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC4,093$213K<0.01%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…4,035$210K<0.01%-10513F-HRTimeline
State of Tennessee, Department of Treas…4,033$210K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,978$207K<0.01%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,910$204K0.01%new13F-HRTimelineGroup
KLP KAPITALFORVALTNING AS3,900$203K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,548$185K<0.01%-24,99713F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC3,547$185K0.01%+613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,401$177K<0.01%-51813F-HRTimelineGroup
Quantbot Technologies LP3,276$171K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,133$163K<0.01%-2,73713F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,966$154K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.2,818$147K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,536$134K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,504$130K<0.01%+27313F-HRTimelineGroup
Ensign Peak Advisors, Inc2,500$130K<0.01%013F-HR/ATimeline
Cassaday & Co Wealth Management LLC2,187$114K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,491$77.6K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,332$69.3K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,251$65.1K<0.01%-4,82613F-HRTimelineGroup
Steward Partners Investment Advisory, L…971$50.5K<0.01%013F-HRTimeline
City State Bank967$50.3K0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV857$45K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\841$43.8K<0.01%+32813F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.820$42.7K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.762$39.7K<0.01%-79713F-HRTimeline
HARBOUR INVESTMENTS, INC.756$39.4K<0.01%+50013F-HRTimeline
Costello Asset Management, INC690$35.9K0.01%+413F-HRTimeline
North Star Investment Management Corp.625$32.5K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.580$30.2K0.02%+9713F-HRTimeline
Allworth Financial LP548$28.5K<0.01%+313F-HRTimeline
Lummis Asset Management, LP550$28K0.02%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP536$27.8K<0.01%+17813F-HRTimelineGroup
Sterling Capital Management LLC531$27.6K<0.01%-37913F-HRTimeline
Parallel Advisors, LLC521$27.1K<0.01%+21213F-HR/ATimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…472$24.6K<0.01%+40013F-HRTimelineGroup
VEGA INVESTMENT SOLUTIONS471$24.5K0.01%013F-HRTimeline
Salomon & Ludwin, LLC453$24.4K<0.01%+20913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…442$23K<0.01%-513F-HRTimelineGroup
Farther Finance Advisors, LLC432$22.8K<0.01%+19113F-HRTimeline
CENTRAL TRUST Co425$22.1K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC405$21.1K<0.01%-20613F-HRTimeline
SHP Wealth Management400$20.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…397$20.7K<0.01%+37413F-HR/ATimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…368$19.2K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC341$18K0.01%+28113F-HRTimeline
Hanson & Doremus Investment Management300$16K<0.01%013F-HRTimeline
MAI Capital Management303$15.8K<0.01%+313F-HRTimeline
MassMutual Private Wealth & Trust, FSB303$15.8K<0.01%-4413F-HRTimeline
Glen Eagle Advisors, LLC300$15.6K<0.01%013F-HRTimeline
TSFG, LLC288$15K<0.01%+213F-HRTimeline
Rosenberg Matthew Hamilton259$13.5K<0.01%013F-HRTimeline
Essential Partners LLC249$13K<0.01%-48813F-HRTimeline
QUADRANT CAPITAL GROUP LLC243$12.6K<0.01%-1,23513F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC214$11K<0.01%+11513F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …205$10.7K<0.01%+1813F-HRTimelineGroup
Versant Capital Management, Inc159$8.28K<0.01%-57513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management127$6.6K<0.01%+113F-HRTimelineGroup
SIGNATUREFD, LLC118$6.14K<0.01%-12113F-HRTimeline
SJS Investment Consulting Inc.100$5.21K<0.01%013F-HRTimeline
UMB Bank, n.a.96$5K<0.01%-2113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LOS ANGELES CAPITAL MANAGEMENT LLC66$3.44K<0.01%-3013F-HRTimeline
Larson Financial Group LLC62$3.2K<0.01%-413F-HRTimeline
Smartleaf Asset Management LLC60$3.16K<0.01%-11313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.53$3K<0.01%-7813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO42$2.19K<0.01%013F-HRTimelineGroup
VSM Wealth Advisory, LLC35$1.82K<0.01%013F-HRTimeline
Quarry LP33$1.72K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC27$1.41K<0.01%+2213F-HRTimeline
Fortitude Family Office, LLC23$1.2K<0.01%-6513F-HRTimeline
Vermillion Wealth Management, Inc.20$1.02K<0.01%+113F-HRTimeline
Private Wealth Management Group, LLC17$885<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…12$625<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust12$625<0.01%013F-HRTimeline