Security Snapshot

Andersen Group Inc. - Class A common stock, $0.0001 par value (ANDG) Institutional Ownership

CUSIP: 033853102

13F Institutional Holders and Ownership History from Q4 2025 to Q2 2026

Latest Period

Q1 2026

Institutions Reporting

66

Shares (Excl. Options)

15,772,509

Price

$27.20

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,791,652
Value change
+$50,262,676
Number of holders
66
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
13,500,657
SEC-reported price per share
$37.72
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • ANDG - Andersen Group Inc. - Class A common stock, $0.0001 par value is tracked under CUSIP 033853102.
  • 66 institutions reported positions in Q1 2026.
  • 8 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 66 to 8 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $426,313,329 to $1,608,004.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 66 institutions filings for Q1 2026.

Open SEC evidence

Security key

033853102

Latest holder period

Q1 2026

13F holders

66

13D/G owners

8

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
8
Security
ANDG
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BROWN ADVISORY INC 20% -15% $71,092,679 -$12,146,568 2,516,555 -15% BROWN ADVISORY INC 31 Mar 2026
Durable Capital Partners LP 13% 1,670,485 Durable Capital Partners LP 17 Dec 2025
ROYCE & ASSOCIATES LP 12% +91% $28,154,588 +$13,329,907 1,461,058 +90% ROYCE & ASSOCIATES LP 28 Feb 2026
JPMORGAN CHASE & CO 10% -26% $53,291,684 -$13,605,302 1,412,823 -20% JPMORGAN CHASE & CO. 30 Jun 2026
J. Goldman & Co LP 9.2% $26,680,000 1,160,000 J. Goldman & Co LP 31 Dec 2025
FRANKLIN RESOURCES INC 6.7% -24% $34,119,400 -$8,516,384 904,544 -20% Franklin Resources, Inc. 30 Jun 2026
BAMCO INC /NY/ 7.1% $25,429,209 900,149 BAMCO INC /NY/ 31 Mar 2026
DRIEHAUS CAPITAL MANAGEMENT LLC 4.4% -20% $15,825,848 -$3,628,967 560,207 -19% DRIEHAUS CAPITAL MANAGEMENT LLC 31 Mar 2026

As of 31 Mar 2026, 66 institutional investors reported holding 15,772,509 shares of Andersen Group Inc. - Class A common stock, $0.0001 par value (ANDG). This represents 117% of the company’s total 13,500,657 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
111%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BROWN ADVISORY INC 18% 2,439,328 +115% 0.11% $66,349,721
JPMORGAN CHASE & CO 14% 1,859,580 +4.9% 0% $47,902,790
Durable Capital Partners LP 12% 1,670,485 0% 0.47% $45,437,192
ROYCE & ASSOCIATES LP 10% 1,408,715 +83% 0.38% $38,317,048
J. Goldman & Co LP 8.9% 1,200,000 +3.4% 1.5% $32,640,000
FRANKLIN RESOURCES INC 8.4% 1,130,323 +13% 0.01% $30,744,792
BAMCO INC /NY/ 6.7% 900,149 +80% 0.07% $24,484,053
Driehaus Capital Management LLC 4.1% 560,207 -19% 0.11% $15,237,630
VANGUARD CAPITAL MANAGEMENT LLC 3.8% 509,799 0% 0% $13,866,533
SEVEN GRAND MANAGERS, LLC 3.7% 500,000 0% 0.91% $13,600,000
Telemark Asset Management, LLC 3.7% 500,000 +400% 1.3% $13,600,000
CITADEL ADVISORS LLC 2.8% 380,034 +2.1% 0.01% $10,336,925
Alyeska Investment Group, L.P. 1.7% 225,000 -31% 0.02% $6,120,000
Russell Investments Group, Ltd. 1.6% 221,467 +329% 0.01% $6,023,901
Ghisallo Capital Management LLC 1.5% 200,000 0% 0.15% $5,440,000
BlackRock, Inc. 1.4% 191,148 0% $5,199,229
ArrowMark Colorado Holdings LLC 1.3% 179,106 -60% 0.13% $4,871,683
TEACHER RETIREMENT SYSTEM OF TEXAS 1.2% 165,000 0% 0.02% $4,488,000
Burkehill Global Management, LP 1.1% 150,000 0% 0.2% $4,080,000
GEODE CAPITAL MANAGEMENT, LLC 1.1% 143,778 0% $3,913,154
Allspring Global Investments Holdings, LLC 0.97% 130,856 +0.98% 0.01% $3,559,283
SEI INVESTMENTS CO 0.9% 121,649 +96% 0% $3,308,837
UBS Group AG 0.65% 87,992 +1762% 0% $2,393,382
TWO SIGMA INVESTMENTS, LP 0.59% 79,370 +561% 0% $2,158,864
VANGUARD FIDUCIARY TRUST CO 0.58% 78,147 0% 0% $2,125,598

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
3
Latest
Q1 2026
Rows shown
1-3 of 3
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 42,630 $1,608,004 +$1,597,378 $37.72 8
2026 Q1 15,772,509 $426,313,329 +$50,262,676 $27.20 66
2025 Q4 13,523,351 $350,660,655 +$350,660,655 $25.93 65
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .