Security Snapshot

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

CUSIP: 033853102

13F Institutional Holders and Ownership History from Q4 2025 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

66

Shares (Excl. Options)

15,772,509

Price

$27.20

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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
12,652,363
SEC-reported price per share
$35.50
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • ANDG - Andersen Group Inc. - Class A common stock, par value $0.0001 per share 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 65 to 66 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $350,660,655 to $426,313,329.

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
JPMORGAN CHASE & CO 14% 1,773,515 JPMORGAN CHASE & CO. 31 Dec 2025
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
J. Goldman & Co LP 9.2% $26,680,000 1,160,000 J. Goldman & Co LP 31 Dec 2025
FRANKLIN RESOURCES INC 8.9% +12% $29,117,120 +$3,422,345 1,130,323 +13% Franklin Resources, Inc. 31 Mar 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, par value $0.0001 per share (ANDG). This represents 125% of the company’s total 12,652,363 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
119%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BROWN ADVISORY INC 19% 2,439,328 +115% 0.11% $66,349,721
JPMORGAN CHASE & CO 15% 1,859,580 +4.9% 0% $47,902,790
Durable Capital Partners LP 13% 1,670,485 0% 0.47% $45,437,192
ROYCE & ASSOCIATES LP 11% 1,408,715 +83% 0.38% $38,317,048
J. Goldman & Co LP 9.5% 1,200,000 +3.4% 1.5% $32,640,000
FRANKLIN RESOURCES INC 8.9% 1,130,323 +13% 0.01% $30,744,792
BAMCO INC /NY/ 7.1% 900,149 +80% 0.07% $24,484,053
Driehaus Capital Management LLC 4.4% 560,207 -19% 0.11% $15,237,630
VANGUARD CAPITAL MANAGEMENT LLC 4% 509,799 0% 0% $13,866,533
Telemark Asset Management, LLC 4% 500,000 +400% 1.3% $13,600,000
SEVEN GRAND MANAGERS, LLC 4% 500,000 0% 0.91% $13,600,000
CITADEL ADVISORS LLC 3% 380,034 +2.1% 0.01% $10,336,925
Alyeska Investment Group, L.P. 1.8% 225,000 -31% 0.02% $6,120,000
Russell Investments Group, Ltd. 1.8% 221,467 +329% 0.01% $6,023,901
Ghisallo Capital Management LLC 1.6% 200,000 0% 0.15% $5,440,000
BlackRock, Inc. 1.5% 191,148 0% $5,199,229
ArrowMark Colorado Holdings LLC 1.4% 179,106 -60% 0.13% $4,871,683
TEACHER RETIREMENT SYSTEM OF TEXAS 1.3% 165,000 0% 0.02% $4,488,000
Burkehill Global Management, LP 1.2% 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 1% 130,856 +0.98% 0.01% $3,559,283
SEI INVESTMENTS CO 0.96% 121,649 +96% 0% $3,308,837
UBS Group AG 0.7% 87,992 +1762% 0% $2,393,382
TWO SIGMA INVESTMENTS, LP 0.63% 79,370 +561% 0% $2,158,864
VANGUARD FIDUCIARY TRUST CO 0.62% 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
2
Latest
Q1 2026
Rows shown
1-2 of 2
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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
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