Artesian Resources

ARTNA • NASDAQ

Artesian Resources is a regulated water company in the utilities sector on NASDAQ, led by Dian C. Taylor, with a market cap of $329.7M. As of Q3 2025, 53% of shares are held by 99 institutional investors, with T. Rowe Price Investment Management, Inc. as the largest holder at 8.99%.

CEODian C. Taylor

Market Cap$329.7M

Regulated Water

Utilities

Employees251.0

Websiteartesianwater.com

Country

United States of America

Overview

Overview of institutional ownership in ARTNA as of Q3 2025 with a market cap of $336.1M

All Institutions

Institutions: 99
Value Held: $176.9M
Shares Held: 5.4M
Avg Position: $1.8M
Median Position: $304.8K

Hedge Funds

Hedge Funds: 10
Value Held: $19.0M
Shares Held: 583.5K
Avg Position: $1.9M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

46.97%

$157.8M

Hedge Funds

5.66%

$19.0M

Retail & Other

47.37%

$159.2M

Based on market cap of $336.1M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ARTNA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$30.2M 0.02% of portfolio	8.99% 926.9K shares	Q3 2022 Held for 3y 2m	$161.58B
B BlackRock, Inc. Institution	-	$28.1M 0.00% of portfolio	8.36% 862.2K shares	Q1 2016 Held for 9y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$16.8M 0.00% of portfolio	4.99% 514.4K shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$9.1M 0.01% of portfolio	2.70% 278.1K shares	≤ Q2 2013 Held for 12y 5m+	$75.8B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$6.3M 0.00% of portfolio	1.88% 194.2K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
Kestra Advisory Services, LLC RIA/Wealth	John Vincent Amore President	$6.1M 0.03% of portfolio	1.83% 188.6K shares	Q3 2020 Held for 5y 2m	$21.7B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$5.4M 0.00% of portfolio	1.62% 167.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
A ADAGE CAPITAL PARTNERS GP LLC Institution	-	$4.9M 0.01% of portfolio	1.45% 150.0K shares	Q2 2025 Held for 5 months	$63.0B
C Costello Asset Management, INC RIA/Wealth	Robert Francis Costello President	$4.6M 1.56% of portfolio	1.38% 142.6K shares	Q2 2020 Held for 5y 5m	$298.6M
ROFFMAN MILLER ASSOCIATES INC /PA/ RIA/Wealth	Robert Peters Miller Founder	$3.8M 0.22% of portfolio	1.14% 118.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.8B

Net Capital Flow

Institutional buying and selling activity for ARTNA in Q3 2025

Traded: −$880.0K
Buyers: 43
Sellers: 44
Total Bought: +$12.7M
Total Sold: −$13.6M
Avg Position: $1.6M

Biggest Buyers

Institution	Net Bought	Current Position
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	+$3.0M +93.5K shares	$3.0M 93.5K shares
Prospera Financial Services RIA/Wealth	+$1.9M +56.9K shares	$3.8M 117.5K shares
B BlackRock, Inc. Institution	+$1.4M +41.6K shares	$28.1M 862.2K shares
J JANE STREET GROUP, LLC Institution	+$938.4K +28.8K shares	$1.3M 39.9K shares
UBS Group AG Institution	+$740.9K +22.7K shares	$2.1M 65.4K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$645.4K +19.8K shares	$9.1M 278.1K shares
R Squared Ltd Private Equity	+$484.9K +14.9K shares	$484.9K 14.9K shares
AMERIPRISE FINANCIAL INC Institution	+$464.1K +14.2K shares	$464.1K 14.2K shares
ROFFMAN MILLER ASSOCIATES INC /PA/ RIA/Wealth	+$349.4K +10.7K shares	$3.8M 118.0K shares
Q Quadrature Capital Ltd Institution	+$314.4K +9.6K shares	$314.4K 9.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
L LEGAL & GENERAL GROUP PLC Institution	−$4.8M −142.0K shares	Sold Off 0 shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$1.1M −34.8K shares	$1.3M 39.9K shares
FIRST TRUST ADVISORS LP ETF Provider	−$1.0M −30.4K shares	Sold Off 0 shares
C CSM Advisors, LLC Institution	−$1.0M −29.9K shares	Sold Off 0 shares
Marshall Wace LLP Institution	−$811.5K −24.9K shares	$1.4M 44.2K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$741.9K −22.8K shares	$1.0M 31.0K shares
D D. E. Shaw & Co., Inc. Institution	−$609.1K −18.1K shares	Sold Off 0 shares
Kestra Advisory Services, LLC RIA/Wealth	−$450.8K −13.8K shares	$6.1M 188.6K shares
Atom Investors LP Hedge Fund•Market Neutral	−$416.5K −12.4K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$369.2K −11.3K shares	$5.4M 167.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ARTNA in Q3 2025

New Positions: 3
New Value: $3.3M
Exited Positions: 11
Exited Value: $8.6M

New Positions

Institution	Position Value
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	$3.0M 93.5K shares
P PharVision Advisers, LLC Hedge Fund•Long/Short	$210.2K 6.5K shares
Q Quarry LP Institution	$38.4K 1.2K shares

Exited Positions

Institution	Previous Position
L LEGAL & GENERAL GROUP PLC Institution	$4.8M 142.0K shares
FIRST TRUST ADVISORS LP ETF Provider	$1.0M 30.4K shares
C CSM Advisors, LLC Institution	$1.0M 29.9K shares
D D. E. Shaw & Co., Inc. Institution	$609.1K 18.1K shares
Atom Investors LP Hedge Fund•Market Neutral	$416.5K 12.4K shares
Creative Planning RIA/Wealth	$266.9K 8.0K shares
Ballentine Partners, LLC Family Office	$249.1K 7.4K shares
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	$207.7K 6.2K shares
B Beacon Capital Management, LLC RIA/Wealth	$9.8K 291.0 shares
S Skopos Labs, Inc. RIA/Wealth	$5.4K 160.0 shares

Options Activity

Institutions with the largest Call and Put options positions in ARTNA as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with ARTNA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Costello Asset Management, INC RIA/Wealth	Robert Francis Costello President	1.56% $4.6M	1.38% 142.6K shares	Q2 2020 Held for 5y 5m	$298.6M
FCA CORP /TX RIA/Wealth	Robert Warner Scharar CEO	0.75% $2.6M	0.79% 81.2K shares	≤ Q2 2013 Held for 12y 5m+	$353.4M
Palisades Investment Partners, LLC RIA/Wealth	Quinn R. Stills Managing Partner	0.66% $1.7M	0.50% 51.7K shares	Q2 2024 Held for 1y 5m	$254.6M
ROFFMAN MILLER ASSOCIATES INC /PA/ RIA/Wealth	Robert Peters Miller Founder	0.22% $3.8M	1.14% 118.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.8B
R Squared Ltd Private Equity	-	0.21% $484.9K	0.14% 14.9K shares	Q3 2025 Held for 2 months	$232.5M
North Star Investment Management Corp. RIA/Wealth	Peter David Gottlieb President	0.12% $1.9M	0.57% 59.0K shares	Q2 2024 Held for 1y 5m	$1.6B
ELCO Management Co., LLC Hedge Fund•Long/Short	Paul Elliot Managing Partner	0.12% $229.0K	0.07% 7.0K shares	Q4 2019 Held for 5y 11m	$191.4M
P PharVision Advisers, LLC Hedge Fund•Long/Short	Blagovest Dimitrov Baychev CEO	0.12% $210.2K	0.06% 6.5K shares	Q3 2025 Held for 2 months	$176.9M
Johnson & White Wealth Management, LLC RIA/Wealth	Timothy Paul White CCO	0.10% $216.7K	0.06% 6.6K shares	Q3 2022 Held for 3y 2m	$218.3M
Fruth Investment Management RIA/Wealth	Richard John Fruth President	0.08% $304.8K	0.09% 9.4K shares	≤ Q2 2013 Held for 12y 5m+	$367.3M