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Middlesex Water Co (MSEX)

CUSIP: 596680108 | NYSE | Utilities · Utilities - Regulated Water | Small Cap | 688 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP351,004
0.0% of portfolio›$18.6M
Ledgewood Wealth Advisors, LLC244,989
7.2% of portfolio›$13.0M
TSP Capital Management Group, LLC221,590
3.0% of portfolio›$11.7M
ProShare Advisors LLC177,733
0.0% of portfolio›$9.4M
Principal Financial Group Inc127,052
0.0% of portfolio›$6.7M
Penn Capital Management Company, LLC55,585
0.2% of portfolio›$2.9M
Exchange Traded Concepts, LLC44,185
0.0% of portfolio›$2.3M
Oppenheimer & Co Inc29,066
0.0% of portfolio›$1.5M
Assenagon Asset Management S.A.20,905
0.0% of portfolio›$1.1M
CenterBook Partners LP13,735
0.0% of portfolio›$727.5K
Inspire Investing, LLC11,979
0.0% of portfolio›$634.5K
Daiwa Securities Group Inc.9,628
0.0% of portfolio›$510.0K
Commonwealth Equity Services, LLC9,259
0.0% of portfolio›$490.4K
New York State Teachers Retirement System9,011
0.0% of portfolio›$477
Madrona Financial Services, LLC8,937
0.1% of portfolio›$473.4K
Parcion Private Wealth LLC8,616
0.0% of portfolio›$456.4K
Louisiana State Employees Retirement System8,000
0.0% of portfolio›$423.8K
Gamma Investing LLC6,420
0.0% of portfolio›$340.1K
Guyasuta Investment Advisors Inc6,000
0.0% of portfolio›$317.8K
Atria Investments, Inc5,709
0.0% of portfolio›$302.4K
Farmers & Merchants Trust Co of Long Beach5,579
0.1% of portfolio›$295.5K
Creative Planning5,526
0.0% of portfolio›$292.7K
Arizona State Retirement System5,247
0.0% of portfolio›$277.9K
Perigon Wealth Management, LLC5,122
0.0% of portfolio›$271.3K
Kestra Advisory Services, LLC5,101
0.0% of portfolio›$270.2K
Amalgamated Bank4,880
0.0% of portfolio›$258
Yousif Capital Management, LLC4,723
0.0% of portfolio›$250.2K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS4,440
0.0% of portfolio›$235.2K
Clean Yield Group4,350
0.1% of portfolio›$230.4K
Ethic Inc.4,315
0.0% of portfolio›$228.6K
Wealth Enhancement Advisory Services, LLC4,286
0.0% of portfolio›$227.5K
Citigroup Inc4,216
0.0% of portfolio›$223.3K
Oregon Public Employees Retirement Fund4,214
0.0% of portfolio›$223.2K
Pictet Asset Management Holding SA4,075
0.0% of portfolio›$215.9K
State of Alaska, Department of Revenue3,769
0.0% of portfolio›$199
Armstrong Advisory Group, Inc3,559
0.0% of portfolio›$188.5K
Harbor Capital Advisors, Inc.3,233
0.0% of portfolio›$171
Cassaday & Co Wealth Management LLC2,187
0.0% of portfolio›$115.8K
State of Wyoming1,230
0.0% of portfolio›$65.2K
Pathway Financial Advisers, LLC994
0.0% of portfolio›$52.7K
Versant Capital Management, Inc987
0.0% of portfolio›$52.3K
City State Bank967
0.0% of portfolio›$51.2K
Concord Wealth Partners927
0.0% of portfolio›$49.1K
KBC Group NV857
0.0% of portfolio›$45
Pinnacle Wealth Planning Services, Inc.719
0.0% of portfolio›$38.1K
Costello Asset Management, Inc701
0.0% of portfolio›$37.1K
North Star Investment Management Corp.625
0.0% of portfolio›$33.1K
DekaBank Deutsche Girozentrale614
0.0% of portfolio›$32
Mitsubishi UFJ Asset Management Co., Ltd.472
0.0% of portfolio›$25.0K
Salomon & Ludwin, LLC453
0.0% of portfolio›$24.0K
Nisa Investment Advisors, LLC432
0.0% of portfolio›$22.9K
DeDora Capital, Inc.392
0.0% of portfolio›$20.8K
Sterling Capital Management LLC368
0.0% of portfolio›$19.5K
Beacon Investment Advisory Services, Inc.368
0.0% of portfolio›$19.5K
Ares Financial Consulting, LLC341
0.0% of portfolio›$18.1K
Hanson & Doremus Investment Management300
0.0% of portfolio›$16
Rosenberg Matthew Hamilton259
0.0% of portfolio›$13.7K
Farther Finance Advisors, LLC251
0.0% of portfolio›$13.3K
EverSource Wealth Advisors, LLC246
0.0% of portfolio›$13.0K
MassMutual Private Wealth & Trust, FSB240
0.0% of portfolio›$12.7K
Essential Partners LLC178
0.0% of portfolio›$9.4K
IFP Advisors, Inc144
0.0% of portfolio›$7.6K
Parallel Advisors, LLC140
0.0% of portfolio›$7.4K
Signaturefd, LLC127
0.0% of portfolio›$6.7K
SJS Investment Consulting Inc.107
0.0% of portfolio›$5.7K
Capital Advisors, Ltd. LLC87
0.0% of portfolio›$5
Fortitude Family Office, LLC53
0.0% of portfolio›$2.8K
GK Wealth Management LLC52
0.0% of portfolio›$2.8K
Tributary Capital Management, LLC50
0.0% of portfolio›$2.6K
Elyxium Wealth, LLC48
0.0% of portfolio›$2.5K
Farmers & Merchants Investments Inc20
0.0% of portfolio›$1.1K
Provenance Wealth Advisors, LLC17
0.0% of portfolio›$900
Private Wealth Management Group, LLC16
0.0% of portfolio›$848
Ascentis Wealth Management, LLC14
0.0% of portfolio›$741
Physician Wealth Advisors, Inc.13
0.0% of portfolio›$689
Pension & Wealth Management Advisors, Inc.12
0.0% of portfolio›$636
Parkside Financial Bank & Trust12
0.0% of portfolio›$636
Caitong International Asset Management Co., Ltd8
0.0% of portfolio›$424
UMB Private Wealth Management, LLC7
0.0% of portfolio›$371
JFS Wealth Advisors, LLC6
0.0% of portfolio›$318
TFC Financial Management, Inc.5
0.0% of portfolio›$279
Covestor Ltd4
0.0% of portfolio›$0
Hughes Financial Services, LLC3
0.0% of portfolio›$166
Root Financial Partners, LLC3
0.0% of portfolio›$159
Davis Capital Management3
0.0% of portfolio›$159
Valley National Advisers Inc3
0.0% of portfolio›$159
Cedar Mountain Advisors, LLC3
0.0% of portfolio›$159
Quaker Wealth Management, LLC3
0.0% of portfolio›$159
Gilpin Wealth Management, LLC2
0.0% of portfolio›$106
Abound Wealth Management2
0.0% of portfolio›$106
Financial Consulate, Inc1
0.0% of portfolio›$53
SBI Securities Co., Ltd.1
0.0% of portfolio›$53
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
351,004$18.6M0.0%IndexLowAustin, TX2026-11-04
Ledgewood Wealth Advisors, LLC
244,989$13.0M7.2%ETFLowExeter, NH2026-10-09
TSP Capital Management Group, LLC
221,590$11.7M3.0%Deep ValueVery LowSummit, NJ2026-10-15
ProShare Advisors LLC
177,733$9.4M0.0%GrowthLowBethesda, MD2026-10-29
Principal Financial Group Inc
127,052$6.7M0.0%CoreLowDes Moines, IA2026-11-02
Penn Capital Management Company, LLC
55,585$2.9M0.2%ValueHighPhiladelphia, PA2026-11-04
Exchange Traded Concepts, LLC
44,185$2.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Oppenheimer & Co Inc
29,066$1.5M0.0%CoreLowNew York, NY2026-10-26
Assenagon Asset Management S.A.
20,905$1.1M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
CenterBook Partners LP
13,735$727.5K0.0%ValueVery HighGreenwich, CT2026-11-02
Inspire Investing, LLC
11,979$634.5K0.0%GARPHighMeridian, ID2026-10-22
Daiwa Securities Group Inc.
9,628$510.0K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Commonwealth Equity Services, LLC
9,259$490.4K0.0%ETFLowWaltham, MA2026-11-02
New York State Teachers Retirement System
9,011$4770.0%CoreVery LowAlbany, NY2026-10-22
Madrona Financial Services, LLC
8,937$473.4K0.1%ETFLowEverett, WA2026-10-23
Parcion Private Wealth LLC
8,616$456.4K0.0%CoreMediumBellevue, WA2026-10-28
Louisiana State Employees Retirement System
8,000$423.8K0.0%IndexLowBaton Rouge, LA2026-10-20
Gamma Investing LLC
6,420$340.1K0.0%IndexVery LowFoster City, CA2026-10-08
Guyasuta Investment Advisors Inc
6,000$317.8K0.0%CoreVery LowPittsburgh, PA2026-10-15
Atria Investments, Inc
5,709$302.4K0.0%CoreMediumCharlotte, NC2026-10-15
Farmers & Merchants Trust Co of Long Beach
5,579$295.5K0.1%CoreVery LowLong Beach, CA2026-10-22
Creative Planning
5,526$292.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Arizona State Retirement System
5,247$277.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
Perigon Wealth Management, LLC
5,122$271.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Kestra Advisory Services, LLC
5,101$270.2K0.0%CoreLowAustin, TX2026-11-02
Amalgamated Bank
4,880$2580.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
4,723$250.2K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
4,440$235.2K0.0%CoreLowHarrisburg, PA2026-11-03
Clean Yield Group
4,350$230.4K0.1%CoreLowNorwich, VT2026-10-28
Ethic Inc.
4,315$228.6K0.0%CoreLowNew York, NY2026-11-03
Wealth Enhancement Advisory Services, LLC
4,286$227.5K0.0%CoreLowPlymouth, MN2026-10-13
Citigroup Inc
4,216$223.3K0.0%CoreMediumNew York, NY2026-11-04
Oregon Public Employees Retirement Fund
4,214$223.2K0.0%IndexVery LowTigard, OR2026-10-30
Pictet Asset Management Holding SA
4,075$215.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
State of Alaska, Department of Revenue
3,769$1990.0%CoreVery LowJuneau, AK2026-10-15
Armstrong Advisory Group, Inc
3,559$188.5K0.0%ETFHighNeedham, MA2026-10-09
Harbor Capital Advisors, Inc.
3,233$1710.0%ValueHighChicago, IL2026-10-22
Cassaday & Co Wealth Management LLC
2,187$115.8K0.0%ETFVery LowMclean, VA2026-10-27
State of Wyoming
1,230$65.2K0.0%ValueHighCheyenne, WY2026-10-28
Pathway Financial Advisers, LLC
994$52.7K0.0%CoreLowAuburn, IN2026-10-27
Versant Capital Management, Inc
987$52.3K0.0%GARPLowPhoenix, AZ2026-10-02
City State Bank
967$51.2K0.0%GrowthVery LowNorwalk, IA2026-10-20
Concord Wealth Partners
927$49.1K0.0%GrowthLowAbingdon, VA2026-11-02
KBC Group NV
857$450.0%CoreMediumBrussels, Czech Republic2026-10-22
Pinnacle Wealth Planning Services, Inc.
719$38.1K0.0%GARPLowMansfield, OH2026-10-27
Costello Asset Management, Inc
701$37.1K0.0%CoreLowFeasterville, PA2026-10-30
North Star Investment Management Corp.
625$33.1K0.0%CoreLowChicago, IL2026-10-27
DekaBank Deutsche Girozentrale
614$320.0%CoreLowFrankfurt, Hong Kong2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
472$25.0K0.0%IndexVery LowTokyo, Mexico2026-11-05
Salomon & Ludwin, LLC
453$24.0K0.0%ETFVery LowRichmond, VA2026-10-29
Nisa Investment Advisors, LLC
432$22.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
DeDora Capital, Inc.
392$20.8K0.0%ETFVery LowNapa, CA2026-10-26
Sterling Capital Management LLC
368$19.5K0.0%GARPMediumCharlotte, NC2026-10-22
Beacon Investment Advisory Services, Inc.
368$19.5K0.0%GrowthLowMorristown, NJ2026-10-13
Ares Financial Consulting, LLC
341$18.1K0.0%CoreLowCalabasas, CA2026-10-19
Hanson & Doremus Investment Management
300$160.0%CoreVery LowBurlington, VT2026-10-16
Rosenberg Matthew Hamilton
259$13.7K0.0%ETFVery LowGrand Junction, CO2026-10-05
Farther Finance Advisors, LLC
251$13.3K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
246$13.0K0.0%CoreMediumBirmingham, AL2026-11-04
MassMutual Private Wealth & Trust, FSB
240$12.7K0.0%CoreLowSpringfield, MA2026-10-05
Essential Partners LLC
178$9.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
144$7.6K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
140$7.4K0.0%IndexLowSan Francisco, CA2026-11-03
Signaturefd, LLC
127$6.7K0.0%IndexLowAtlanta, GA2026-10-23
SJS Investment Consulting Inc.
107$5.7K0.0%ETFVery LowSylvania, OH2026-10-26
Capital Advisors, Ltd. LLC
87$50.0%ETFLowShaker Heights, OH2026-10-27
Fortitude Family Office, LLC
53$2.8K0.0%ETFMediumScottsdale, AZ2026-10-14
GK Wealth Management LLC
52$2.8K0.0%GARPVery HighReno, NV2026-10-09
Tributary Capital Management, LLC
50$2.6K0.0%ValueMediumOmaha, NE2026-10-28
Elyxium Wealth, LLC
48$2.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Farmers & Merchants Investments Inc
20$1.1K0.0%CoreVery LowLincoln, NE2026-10-22
Provenance Wealth Advisors, LLC
17$9000.0%ETFLowFort Lauderdale, FL2026-10-30
Private Wealth Management Group, LLC
16$8480.0%ETFLowPrinceton, NJ2026-10-19
Ascentis Wealth Management, LLC
14$7410.0%Agg GrowthLowDallas, TX2026-11-03
Physician Wealth Advisors, Inc.
13$6890.0%ETFMediumMidvale, UT2026-10-20
Pension & Wealth Management Advisors, Inc.
12$6360.0%ETFLowWaltham, MA2026-10-16
Parkside Financial Bank & Trust
12$6360.0%CoreVery LowSaint Louis, MO2026-10-27
Caitong International Asset Management Co., Ltd
8$4240.0%GrowthVery HighHong Kong, South Korea2026-10-29
UMB Private Wealth Management, LLC
7$3710.0%GrowthN/AKansas City, MO2026-10-19
JFS Wealth Advisors, LLC
6$3180.0%ETFVery LowHermitage, PA2026-11-03
TFC Financial Management, Inc.
5$2790.0%ETFVery LowBoston, MA2026-10-26
Covestor Ltd
4$00.0%ValueHighLondon, United Kingdom2026-10-30
Hughes Financial Services, LLC
3$1660.0%ETFLowHerndon, VA2026-10-30
Root Financial Partners, LLC
3$1590.0%ETFMediumEncinitas, CA2026-10-21
Davis Capital Management
3$1590.0%CoreLowJacksonville, FL2026-10-08
Valley National Advisers Inc
3$1590.0%ETFLowBethlehem, PA2026-10-23
Cedar Mountain Advisors, LLC
3$1590.0%ETFVery LowLake Oswego, OR2026-10-15
Quaker Wealth Management, LLC
3$1590.0%ETFMediumMoorestown, NJ2026-10-22
Gilpin Wealth Management, LLC
2$1060.0%GrowthLowDenver, CO2026-10-09
Abound Wealth Management
2$1060.0%ETFVery LowFranklin, TN2026-10-26
Financial Consulate, Inc
1$530.0%ETFLowHunt Valley, MD2026-10-23
SBI Securities Co., Ltd.
1$530.0%Agg GrowthLowTokyo, Mexico2026-10-22