# MIDDLESEX WTR CO (MSEX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MSEX/

- Reporting holders: 10
- Reported value: $13.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Ledgewood Wealth Advisors, LLC](https://holderbook.com/funds/2064043-ledgewood-wealth-advisors-llc/) | $13.0M | 244,989 | 7.2% | 12 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $340.1K | 6,420 | 0.0% | 12 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $188.5K | 3,559 | 0.0% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $52.3K | 987 | 0.0% | 6 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $13.7K | 259 | 0.0% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $13.3K | 251 | 0.0% | 10 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $12.7K | 240 | 0.0% | 14 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $2.8K | 52 | 0.0% | 1 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $159 | 3 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $106 | 2 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $13.6M |
| Q2 2026 | 230 | $954.1M |
| Q1 2026 | 222 | $797.3M |
| Q4 2025 | 204 | $784.2M |
| Q3 2025 | 212 | $777.9M |
| Q2 2025 | 216 | $739.5M |
| Q1 2025 | 215 | $887.1M |
| Q4 2024 | 209 | $712.8M |
| Q3 2024 | 198 | $903.9M |
| Q2 2024 | 195 | $681.2M |
| Q1 2024 | 189 | $741.3M |
| Q4 2023 | 189 | $887.2M |