MIDDLESEX WATER CO (MSEX) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MSEX 13F holders ranked 101–200 of 228
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | FMR#101 · 5,782 sh | 5,782 | $324.7K | 0.00% | 0.0% |
| 102 | Police & Firemen's Retirement System of New Jersey#102 · 5,763 sh | 5,763 | $323.6K | <0.01% | +16.8% |
| 103 | TWO SIGMA SECURITIES#103 · 5,702 sh | 5,702 | $320.2K | 0.03% | -2.8% |
| 104 | GAMMA Investing#104 · 5,667 sh | 5,667 | $318.3K | — | -2.2% |
| 105 | Atria Investments#105 · 5,595 sh | 5,595 | $314.2K | — | +25.1% |
| 106 | Farmers & Merchants of Long Beach#106 · 5,579 sh | 5,579 | $313.3K | — | 0.0% |
| 107 | MERCER GLOBAL ADVISORS#107 · 5,509 sh | 5,509 | $309.4K | <0.01% | New |
| 108 | Vanguard Investments Australia, Ltd.#108 · 5,301 sh | 5,301 | $297.7K | <0.01% | +41.7% |
| 109 | BNP PARIBAS FINANCIAL MARKETS#109 · 5,231 sh | 5,231 | $293.8K | <0.01% | -15.1% |
| 110 | Arizona State Retirement System#110 · 5,127 sh | 5,127 | $287.9K | <0.01% | +1.8% |
| 111 | Kestra Advisory Services#111 · 5,070 sh | 5,070 | $284.8K | <0.01% | +1.4% |
| 112 | Teton Advisors#112 · 5,000 sh | 5,000 | $280.8K | 0.16% | 0.0% |
| 113 | Perigon Wealth Management#113 · 4,979 sh | 4,979 | $279.6K | — | +21.6% |
| 114 | AMALGAMATED BANK#114 · 4,970 sh | 4,970 | $279.0K | — | -5.9% |
| 115 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#115 · 4,927 sh | 4,927 | $276.7K | <0.01% | +0.2% |
| 116 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#116 · 4,791 sh | 4,791 | $269.1K | <0.01% | 0.0% |
| 117 | Janney Montgomery Scott#117 · 4,663 sh | 4,663 | $262.0K | <0.01% | -3.6% |
| 118 | JANE STREET GROUP#118 · 4,566 sh | 4,566 | $256.4K | 0.00% | -94.7% |
| 119 | YOUSIF CAPITAL MANAGEMENT#119 · 4,561 sh | 4,561 | $256.1K | — | -6.3% |
| 120 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#120 · 4,527 sh | 4,527 | $254.0K | <0.01% | 0.0% |
| 121 | SEI INVESTMENTS#121 · 4,430 sh | 4,430 | $248.8K | <0.01% | +7.8% |
| 122 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#122 · 4,416 sh | 4,416 | $248.0K | <0.01% | -2.6% |
| 123 | Pictet Asset Management Holding SA#123 · 4,363 sh | 4,363 | $245.0K | <0.01% | -13.8% |
| 124 | Dynamic Technology Lab Private Ltd#124 · 4,361 sh | 4,361 | $245.0K | 0.05% | New |
| 125 | Clean Yield Group#125 · 4,350 sh | 4,350 | $244.3K | 0.06% | 0.0% |
| 126 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#126 · 4,214 sh | 4,214 | $236.7K | <0.01% | 0.0% |
| 127 | ROYAL BANK OF CANADA#127 · 4,184 sh | 4,184 | $236.0K | 0.00% | +23.0% |
| 128 | Ethic#128 · 4,082 sh | 4,082 | $229.3K | <0.01% | -4.3% |
| 129 | FIFTH THIRD BANCORP#129 · 4,065 sh | 4,065 | $228.3K | <0.01% | -7.5% |
| 130 | Zurcher Kantonalbank (Zurich Cantonalbank)#130 · 4,035 sh | 4,035 | $226.6K | <0.01% | 0.0% |
| 131 | State of Tennessee, Treasury Department#131 · 4,033 sh | 4,033 | $226.5K | <0.01% | 0.0% |
| 132 | VOYA INVESTMENT MANAGEMENT#132 · 3,940 sh | 3,940 | $221.3K | <0.01% | New |
| 133 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#133 · 3,919 sh | 3,919 | $220.1K | 0.00% | -58.2% |
| 134 | GLENMEDE NA#134 · 3,903 sh | 3,903 | $219.2K | <0.01% | -1.9% |
| 135 | KLP KAPITALFORVALTNING AS#135 · 3,900 sh | 3,900 | $219.0K | <0.01% | 0.0% |
| 136 | IEQ CAPITAL#136 · 3,895 sh | 3,895 | $218.7K | <0.01% | New |
| 137 | Jain Global#137 · 3,672 sh | 3,672 | $206.2K | <0.01% | New |
| 138 | WEALTH ENHANCEMENT ADVISORY SERVICES#138 · 3,736 sh | 3,736 | $205.5K | — | New |
| 139 | ARMSTRONG ADVISORY GROUP#139 · 3,553 sh | 3,553 | $199.5K | — | +0.2% |
| 140 | OSAIC#140 · 3,545 sh | 3,545 | $199.1K | <0.01% | +13.2% |
| 141 | BARCLAYS PLC#141 · 3,076 sh | 3,076 | $172.7K | 0.00% | -13.3% |
| 142 | HARBOR CAPITAL ADVISORS#142 · 2,978 sh | 2,978 | $167.0K | — | +5.7% |
| 143 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#143 · 2,966 sh | 2,966 | $167.0K | <0.01% | 0.0% |
| 144 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#144 · 2,536 sh | 2,536 | $143.5K | <0.01% | 0.0% |
| 145 | Ensign Peak Advisors#145 · 2,500 sh | 2,500 | $140.4K | <0.01% | 0.0% |
| 146 | SRS Capital Advisors#146 · 2,330 sh | 2,330 | $130.9K | <0.01% | New |
| 147 | Cassaday & Wealth Management#147 · 2,187 sh | 2,187 | $122.8K | <0.01% | 0.0% |
| 148 | Ameritas Investment Partners#148 · 1,691 sh | 1,691 | $95.0K | <0.01% | +13.4% |
| 149 | Tower Research Capital (TRC)#149 · 1,625 sh | 1,625 | $91.3K | <0.01% | -61.2% |
| 150 | ST GERMAIN D J#150 · 1,332 sh | 1,332 | $74.8K | <0.01% | 0.0% |
| 151 | Global Retirement Partners#151 · 1,274 sh | 1,274 | $71.6K | <0.01% | — |
| 152 | Rockefeller Capital Management L.P.#152 · 1,039 sh | 1,039 | $58.4K | <0.01% | -16.9% |
| 153 | Steward Partners Investment Advisory#153 · 971 sh | 971 | $54.5K | <0.01% | 0.0% |
| 154 | City State Bank#154 · 967 sh | 967 | $54.3K | — | 0.0% |
| 155 | Concord Wealth Partners#155 · 925 sh | 925 | $52.0K | <0.01% | New |
| 156 | KBC Group NV#156 · 857 sh | 857 | $48.0K | — | 0.0% |
| 157 | NBT BANK N A#157 · 820 sh | 820 | $46.1K | — | 0.0% |
| 158 | Allworth Financial#158 · 775 sh | 775 | $43.5K | <0.01% | +41.4% |
| 159 | HARBOUR INVESTMENTS#159 · 756 sh | 756 | $42.5K | <0.01% | 0.0% |
| 160 | Pinnacle Wealth Planning Services#160 · 727 sh | 727 | $40.8K | <0.01% | -4.6% |
| 161 | Costello Asset Management#161 · 695 sh | 695 | $39.0K | 0.01% | +0.7% |
| 162 | Versant Capital Management#162 · 682 sh | 682 | $38.3K | — | +328.9% |
| 163 | Caitong International Asset Management , Ltd#163 · 659 sh | 659 | $37.0K | <0.01% | New |
| 164 | North Star Investment Management#164 · 625 sh | 625 | $35.1K | <0.01% | 0.0% |
| 165 | Glen Eagle Advisors#165 · 615 sh | 615 | $34.5K | <0.01% | +105.0% |
| 166 | Lummis Asset Management#166 · 550 sh | 550 | $30.7K | 0.02% | 0.0% |
| 167 | JONES FINANCIAL COMPANIES LLLP#167 · 547 sh | 547 | $30.3K | 0.00% | +2.1% |
| 168 | Integrated Wealth Concepts#168 · 493 sh | 493 | $27.7K | <0.01% | New |
| 169 | Mitsubishi UFJ Asset Management , Ltd.#169 · 472 sh | 472 | $26.5K | 0.00% | 0.0% |
| 170 | Salomon & Ludwin#170 · 453 sh | 453 | $25.6K | <0.01% | 0.0% |
| 171 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#171 · 442 sh | 442 | $24.8K | 0.00% | 0.0% |
| 172 | US BANCORP \DE\#172 · 427 sh | 427 | $24.0K | 0.00% | -49.2% |
| 173 | CENTRAL#173 · 425 sh | 425 | $23.9K | <0.01% | 0.0% |
| 174 | NISA INVESTMENT ADVISORS#174 · 412 sh | 412 | $23.1K | — | +1.7% |
| 175 | Nykredit A/S#175 · 406 sh | 406 | $22.8K | <0.01% | — |
| 176 | Sterling Capital Management#176 · 376 sh | 376 | $21.1K | — | -29.2% |
| 177 | BEACON INVESTMENT ADVISORY SERVICES#177 · 368 sh | 368 | $20.7K | — | 0.0% |
| 178 | SHP Wealth Management#178 · 348 sh | 348 | $19.5K | <0.01% | -13.0% |
| 179 | Quantbot Technologies#179 · 345 sh | 345 | $19.4K | <0.01% | -89.5% |
| 180 | Ares Financial Consulting#180 · 341 sh | 341 | $19.2K | — | 0.0% |
| 181 | BESSEMER GROUP#181 · 307 sh | 307 | $18.0K | 0.00% | +43.5% |
| 182 | Hanson & Doremus Investment Management#182 · 300 sh | 300 | $17.0K | — | 0.0% |
| 183 | TSFG#183 · 290 sh | 290 | $16.0K | — | +0.7% |
| 184 | Rosenberg Matthew Hamilton#184 · 259 sh | 259 | $14.5K | — | 0.0% |
| 185 | MassMutual Private Wealth & , FSB#185 · 240 sh | 240 | $13.5K | — | -20.8% |
| 186 | EverSource Wealth Advisors#186 · 231 sh | 231 | $13.0K | <0.01% | -96.5% |
| 187 | Farther Finance Advisors#187 · 231 sh | 231 | $13.0K | — | -46.5% |
| 188 | SIGNATUREFD#188 · 203 sh | 203 | $11.4K | — | +72.0% |
| 189 | Essential Partners#189 · 164 sh | 164 | $9.2K | — | -34.1% |
| 190 | HANTZ FINANCIAL SERVICES#190 · 165 sh | 165 | $9.0K | <0.01% | +211.3% |
| 191 | Parallel Advisors#191 · 140 sh | 140 | $7.9K | <0.01% | -73.1% |
| 192 | UMB Bank, n.a.#192 · 118 sh | 118 | $6.6K | <0.01% | +22.9% |
| 193 | IFP Advisors#193 · 110 sh | 110 | $6.2K | — | +1000.0% |
| 194 | SJS Investment Consulting#194 · 101 sh | 101 | $5.7K | — | +1.0% |
| 195 | Capital Advisors, Ltd.#195 · 89 sh | 89 | $5.0K | <0.01% | New |
| 196 | Larson Financial Group#196 · 89 sh | 89 | $5.0K | <0.01% | +43.5% |
| 197 | LOS ANGELES CAPITAL MANAGEMENT#197 · 66 sh | 66 | $3.7K | 0.00% | 0.0% |
| 198 | Smartleaf Asset Management#198 · 60 sh | 60 | $3.4K | <0.01% | 0.0% |
| 199 | ROTHSCHILD INVESTMENT#199 · 56 sh | 56 | $3.1K | <0.01% | +107.4% |
| 200 | Fortitude Family Office#200 · 53 sh | 53 | $3.0K | — | +130.4% |
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.