MIDDLESEX WATER CO (MSEX) — Institutional Holders, Q2 2026

228 institutional investment managers reported a MSEX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $880.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← MSEX stock profile

MSEX in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

BlackRockAdded · +117,859 sh+$6.6M
TWO SIGMA INVESTMENTSAdded · +97,485 sh+$5.5M
AQR CAPITAL MANAGEMENTAdded · +66,694 sh+$3.7M
DEAN INVESTMENT ASSOCIATESNew · +59,951 sh+$3.4M
STATE STREETAdded · +54,178 sh+$3.0M

Biggest sellers

JANE STREET GROUPTrimmed · -82,176 sh-$4.6M
HRT FINANCIALSold out · -67,547 sh-$3.8M
GOLDMAN SACHS GROUPTrimmed · -45,117 sh-$2.5M
MILLENNIUM MANAGEMENTSold out · -40,767 sh-$2.3M
NFJ INVESTMENT GROUPSold out · -38,178 sh-$2.1M

MSEX 13F holders ranked 1–100 of 228

Institutional investors reporting a position in MIDDLESEX WATER CO on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 3,134,461 sh	3,134,461	$176.0M	<0.01%	+3.9%
2	T. Rowe Price Investment Management#2 · 1,746,560 sh	1,746,560	$98.1M	0.06%	+0.3%
3	Neuberger Berman Group#3 · 1,604,067 sh	1,604,067	$90.1M	0.06%	+3.5%
4	MORGAN STANLEY#4 · 1,101,704 sh	1,101,704	$61.9M	<0.01%	-0.5%
5	VANGUARD CAPITAL MANAGEMENT#5 · 802,323 sh	802,323	$45.1M	<0.01%	-3.1%
6	STATE STREET#6 · 798,240 sh	798,240	$44.8M	<0.01%	+7.3%
7	VANGUARD PORTFOLIO MANAGEMENT#7 · 513,809 sh	513,809	$28.9M	<0.01%	+5.3%
8	GEODE CAPITAL MANAGEMENT#8 · 500,555 sh	500,555	$28.1M	<0.01%	+6.5%
9	Legal & General Group Plc#9 · 437,504 sh	437,504	$24.6M	<0.01%	+7.8%
10	DIMENSIONAL FUND ADVISORS#10 · 348,430 sh	348,430	$19.6M	<0.01%	+0.8%
11	Invesco Ltd.#11 · 280,212 sh	280,212	$15.7M	<0.01%	-3.6%
12	Ledgewood Wealth Advisors#12 · 254,016 sh	254,016	$14.3M	—	0.0%
13	NORTHERN#13 · 222,747 sh	222,747	$12.5M	<0.01%	+12.4%
14	TSP Capital Management Group#14 · 211,037 sh	211,037	$11.9M	—	+0.3%
15	CHARLES SCHWAB INVESTMENT MANAGEMENT#15 · 193,653 sh	193,653	$10.9M	<0.01%	+0.9%
16	Bank of New York Mellon#16 · 179,021 sh	179,021	$10.1M	<0.01%	+0.8%
17	Zimmer Partners#17 · 176,903 sh	176,903	$9.9M	0.23%	0.0%
18	TWO SIGMA INVESTMENTS#18 · 163,002 sh	163,002	$9.2M	<0.01%	+148.8%
19	MIROVA#19 · 159,067 sh	159,067	$8.9M	0.33%	-18.8%
20	FIRST MANHATTAN#20 · 141,624 sh	141,624	$8.0M	0.02%	-1.6%
21	ProShare Advisors#21 · 131,066 sh	131,066	$7.4M	0.01%	+10.4%
22	Jupiter Topco#22 · 129,345 sh	129,345	$7.3M	<0.01%	—
23	VANGUARD FIDUCIARY#23 · 123,103 sh	123,103	$6.9M	<0.01%	+3.5%
24	RENAISSANCE TECHNOLOGIES#24 · 110,813 sh	110,813	$6.2M	<0.01%	-24.6%
25	CRAMER ROSENTHAL MCGLYNN#25 · 108,192 sh	108,192	$6.1M	0.31%	+15.5%
26	PRINCIPAL FINANCIAL GROUP#26 · 107,530 sh	107,530	$6.0M	<0.01%	+2.0%
27	NUANCE INVESTMENTS#27 · 85,830 sh	85,830	$4.8M	0.82%	+50.1%
28	GOLDMAN SACHS GROUP#28 · 84,708 sh	84,708	$4.8M	<0.01%	-34.8%
29	AQR CAPITAL MANAGEMENT#29 · 83,621 sh	83,621	$4.7M	<0.01%	+394.0%
30	PUBLIC SECTOR PENSION INVESTMENT BOARD#30 · 63,956 sh	63,956	$3.6M	<0.01%	-2.6%
31	DEAN INVESTMENT ASSOCIATES#31 · 59,951 sh	59,951	$3.4M	0.44%	New
32	Nuveen#32 · 57,101 sh	57,101	$3.2M	<0.01%	+45.8%
33	Penn Capital Management Company#33 · 54,308 sh	54,308	$3.0M	0.19%	+1.3%
34	Quantinno Capital Management#34 · 51,146 sh	51,146	$2.9M	<0.01%	+36.9%
35	RHUMBLINE ADVISERS#35 · 44,402 sh	44,402	$2.5M	<0.01%	-14.8%
36	Dean Capital Management#36 · 43,543 sh	43,543	$2.4M	0.89%	New
37	EXCHANGE TRADED CONCEPTS#37 · 42,912 sh	42,912	$2.4M	0.01%	+1.9%
38	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#38 · 41,679 sh	41,679	$2.3M	<0.01%	-24.9%
39	BANK OF AMERICA#39 · 40,437 sh	40,437	$2.3M	<0.01%	-41.7%
40	UBS Group AG#40 · 39,513 sh	39,513	$2.2M	<0.01%	+10.5%
41	PRICE T ROWE ASSOCIATES#41 · 37,436 sh	37,436	$2.1M	<0.01%	+17.7%
42	Swiss National Bank#42 · 37,262 sh	37,262	$2.1M	<0.01%	+2.8%
43	AMERIPRISE FINANCIAL#43 · 36,963 sh	36,963	$2.1M	<0.01%	-3.8%
44	D. E. Shaw#44 · 36,195 sh	36,195	$2.0M	<0.01%	+37.1%
45	Baird Financial Group#45 · 29,878 sh	29,878	$1.7M	<0.01%	-4.8%
46	CITADEL ADVISORS#46 · 29,716 sh	29,716	$1.7M	<0.01%	-9.2%
47	TD ASSET MANAGEMENT#47 · 29,036 sh	29,036	$1.6M	<0.01%	0.0%
48	NORTHSTAR ASSET MANAGEMENT#48 · 27,967 sh	27,967	$1.6M	0.46%	-26.9%
49	OPPENHEIMER#49 · 27,692 sh	27,692	$1.6M	—	-0.4%
50	JPMORGAN CHASE#50 · 25,540 sh	25,540	$1.4M	<0.01%	-18.7%
51	HighTower Advisors#51 · 24,418 sh	24,418	$1.4M	<0.01%	+0.1%
52	ALLIANCEBERNSTEIN L.P.#52 · 25,933 sh	25,933	$1.3M	<0.01%	+23.3%
53	SG Americas Securities#53 · 23,276 sh	23,276	$1.3M	<0.01%	-18.8%
54	Legato Capital Management#54 · 22,705 sh	22,705	$1.3M	0.11%	New
55	LPL Financial#55 · 22,605 sh	22,605	$1.3M	<0.01%	-8.8%
56	RAYMOND JAMES FINANCIAL#56 · 21,212 sh	21,212	$1.2M	<0.01%	+72.0%
57	DEUTSCHE BANK AG\#57 · 20,876 sh	20,876	$1.2M	<0.01%	+14.5%
58	GABELLI FUNDS#58 · 19,350 sh	19,350	$1.1M	<0.01%	+5.4%
59	WELLS FARGO & COMPANY#59 · 19,278 sh	19,278	$1.1M	<0.01%	+84.6%
60	PRUDENTIAL FINANCIAL#60 · 18,884 sh	18,884	$1.1M	<0.01%	+2.1%
61	Corient Private Wealth#61 · 17,591 sh	17,591	$987.9K	<0.01%	+5.9%
62	GREAT WEST LIFE ASSURANCE#62 · 17,370 sh	17,370	$975.0K	<0.01%	-0.2%
63	Odyssean#63 · 17,227 sh	17,227	$967.5K	0.16%	+133.0%
64	Private Advisor Group#64 · 16,274 sh	16,274	$914.0K	<0.01%	+36.0%
65	PNC FINANCIAL SERVICES GROUP#65 · 16,178 sh	16,178	$908.6K	<0.01%	+1.8%
66	AMERICAN CENTURY COMPANIES#66 · 15,716 sh	15,716	$882.6K	<0.01%	New
67	Magellan Asset Management Ltd#67 · 15,503 sh	15,503	$870.6K	0.02%	0.0%
68	VANGUARD ASSET MANAGEMENT, Ltd#68 · 15,266 sh	15,266	$857.3K	<0.01%	+30.8%
69	STOREBRAND ASSET MANAGEMENT AS#69 · 14,715 sh	14,715	$826.4K	<0.01%	-0.8%
70	MIRAE ASSET GLOBAL ETFS Ltd.#70 · 13,945 sh	13,945	$783.2K	<0.01%	-2.1%
71	CenterBook Partners#71 · 13,639 sh	13,639	$766.0K	0.04%	-38.6%
72	FRANKLIN RESOURCES#72 · 13,169 sh	13,169	$739.6K	<0.01%	+1.6%
73	THRIVENT FINANCIAL FOR LUTHERANS#73 · 12,230 sh	12,230	$687.0K	<0.01%	-28.3%
74	Inspire Investing#74 · 11,993 sh	11,993	$673.5K	—	+21.7%
75	Russell Investments Group, Ltd.#75 · 11,958 sh	11,958	$671.5K	<0.01%	+128.7%
76	Mariner#76 · 11,734 sh	11,734	$659.0K	<0.01%	New
77	CITIGROUP#77 · 11,244 sh	11,244	$631.5K	<0.01%	+112.2%
78	Brevan Howard Capital Management#78 · 11,202 sh	11,202	$629.1K	<0.01%	New
79	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#79 · 10,927 sh	10,927	$613.7K	<0.01%	New
80	MetLife Investment Management#80 · 10,856 sh	10,856	$609.7K	<0.01%	+4.8%
81	Main Street Financial Solutions#81 · 10,580 sh	10,580	$594.1K	0.04%	+0.1%
82	Toroso Investments#82 · 10,515 sh	10,515	$590.5K	<0.01%	+22.6%
83	Atom Investors#83 · 9,756 sh	9,756	$547.9K	0.05%	+64.9%
84	COMMONWEALTH EQUITY SERVICES#84 · 9,344 sh	9,344	$524.7K	<0.01%	+0.1%
85	Daiwa Securities Group#85 · 9,207 sh	9,207	$517.1K	<0.01%	+3.0%
86	Illinois Municipal Retirement Fund#86 · 9,160 sh	9,160	$514.4K	<0.01%	-6.2%
87	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#87 · 9,011 sh	9,011	$506.0K	—	+6.9%
88	Parcion Private Wealth#88 · 8,456 sh	8,456	$474.9K	0.03%	+4.2%
89	Amundi#89 · 8,272 sh	8,272	$464.6K	<0.01%	+51.0%
90	Louisiana State Employees Retirement System#90 · 8,200 sh	8,200	$460.5K	—	+1.2%
91	XTX Topco Ltd#91 · 7,777 sh	7,777	$436.8K	<0.01%	-8.1%
92	NEW YORK STATE COMMON RETIREMENT FUND#92 · 7,448 sh	7,448	$418.3K	<0.01%	+34.2%
93	Vanguard Global Advisers#93 · 7,197 sh	7,197	$404.2K	<0.01%	0.0%
94	Cerity Partners#94 · 6,969 sh	6,969	$391.4K	<0.01%	+20.6%
95	Cullen Capital Management#95 · 6,943 sh	6,943	$389.9K	<0.01%	+32.4%
96	Universal- Beteiligungs- und Servicegesellschaft mbH#96 · 6,878 sh	6,878	$386.3K	<0.01%	+5.5%
97	BLACKHILL CAPITAL#97 · 6,666 sh	6,666	$374.4K	0.02%	0.0%
98	State of Alaska, Department of Revenue#98 · 6,667 sh	6,667	$373.0K	—	-30.5%
99	CAPTRUST FINANCIAL ADVISORS#99 · 6,123 sh	6,123	$343.9K	<0.01%	+22.8%
100	GUYASUTA INVESTMENT ADVISORS#100 · 6,000 sh	6,000	$337.0K	—	0.0%

Funds that sold out of MSEX in Q2 2026 (22)

Held MSEX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held MSEX in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
HRT FINANCIAL67,547 sh	67,547	$3.5M
MILLENNIUM MANAGEMENT40,767 sh	40,767	$2.1M
NFJ INVESTMENT GROUP38,178 sh	38,178	$2.0M
Squarepoint Ops21,584 sh	21,584	$1.1M
Abacus Wealth Partners10,838 sh	10,838	$564.1K
FIRST ADVISORS6,423 sh	6,423	$334.3K
Quadrature Capital Ltd5,556 sh	5,556	$289.2K
MANGROVE PARTNERS IM5,289 sh	5,289	$275.3K
Cambridge Investment Research Advisors4,738 sh	4,738	$247.0K
INTECH INVESTMENT MANAGEMENT4,635 sh	4,635	$241.3K
Point72 Asset Management, L.P.4,393 sh	4,393	$228.7K
LEVEL FOUR ADVISORY SERVICES3,910 sh	3,910	$203.5K
QUADRANT CAPITAL GROUP486 sh	486	$61.6K
Western Wealth Management625 sh	625	$32.5K
Clarity Asset Management580 sh	580	$30.2K
VEGA INVESTMENT SOLUTIONS471 sh	471	$24.5K
MAI Capital Management303 sh	303	$15.8K
BNP Paribas Asset Management Holding S.A.205 sh	205	$10.7K
Spire Wealth Management127 sh	127	$6.6K
Vermillion Wealth Management20 sh	20	$1.0K
TWIN PEAKS WEALTH ADVISORS8 sh	8	$416.00
Advisory Services Network2 sh	2	$104.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.