13F reference period
Q2 2026
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 Q3 2026
Institutions Reporting
87
Shares (Excl. Options)
16,631,173
Price
$37.72
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Class A common stock, $0.0001 par value
- Symbol
- ANDG on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 16,631,173
- Total 13F value
- $627,509,517
- Portfolio coverage rank
- 0%
- Share change
- +829,405
- Value change
- +$36,804,433
- Number of holders
- 87
- Shares outstanding
- 18,523,551
- SEC-reported price per share
- $54.40
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- ANDG - Andersen Group Inc. - Class A common stock, $0.0001 par value is tracked under CUSIP 033853102.
- 87 institutions reported positions in Q2 2026.
- 9 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 66 to 87 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $426,313,329 to $627,509,517.
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
Open SEC evidence
Latest holder context comes from 87 institutions filings for Q2 2026.
Security key
033853102
13F reference period
Q2 2026
13F holders
87
13D/G owners
9
CIK / CUSIP context first
Open Q2 2026 holders
ANDG full holder history
Andersen Group Inc. SEC filings
Andersen Group Inc. company facts
Andersen Group Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 033853102:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
9
Security
ANDG
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Durable Capital Partners LP | 13% | 1,670,485 | Durable Capital Partners LP | 17 Dec 2025 | ||||
| DRIEHAUS CAPITAL MANAGEMENT LLC | 10% | +152% | $60,657,257 | +$36,607,570 | 1,412,934 | +152% | DRIEHAUS CAPITAL MANAGEMENT LLC | 31 Jul 2026 |
| JPMORGAN CHASE & CO | 6.9% | -35% | $69,530,000 | -$7,327,571 | 1,278,125 | -9.5% | JPMORGAN CHASE & CO. | 30 Sep 2026 |
| ROYCE & ASSOCIATES LP | 8.4% | -26% | $42,909,857 | -$12,201,251 | 1,137,589 | -22% | ROYCE & ASSOCIATES LP | 30 Jun 2026 |
| 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 | |||
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6.7% | $38,578,014 | 898,626 | Kayne Anderson Rudnick Investment Management, LLC | 30 Jun 2026 | |||
| J. Goldman & Co LP | 5.9% | -36% | $34,369,973 | -$15,428,827 | 800,605 | -31% | J. Goldman & Co LP | 30 Jun 2026 |
| Telemark Asset Management, LLC | 5.3% | $30,909,600 | 720,000 | Telemark Asset Management, LLC | 28 Jul 2026 |
As of 30 Jun 2026, 87 institutional investors reported holding 16,631,173 shares of Andersen Group Inc. - Class A common stock, $0.0001 par value (ANDG). This represents 90% of the company’s total 18,523,551 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
80%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BROWN ADVISORY INC | 12% | 2,165,645 | -11% | 0.13% | $81,688,130 |
| Durable Capital Partners LP | 9% | 1,670,485 | 0% | 0.61% | $63,010,694 |
| JPMORGAN CHASE & CO | 7.6% | 1,412,823 | -24% | 0% | $53,588,413 |
| ROYCE & ASSOCIATES LP | 6.1% | 1,137,586 | -19% | 0.35% | $42,909,744 |
| FRANKLIN RESOURCES INC | 4.9% | 904,544 | -20% | 0.01% | $34,119,409 |
| BAMCO INC /NY/ | 4.9% | 901,874 | +0.19% | 0.05% | $34,018,687 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.9% | 898,626 | 0.11% | $33,896,173 | |
| J. Goldman & Co LP | 4.3% | 800,605 | -33% | 1.1% | $30,198,821 |
| Driehaus Capital Management LLC | 3% | 562,112 | +0.34% | 0.12% | $21,202,865 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.8% | 511,827 | +0.4% | 0% | $19,306,114 |
| Telemark Asset Management, LLC | 2.7% | 500,000 | 0% | 1.4% | $18,860,000 |
| SEVEN GRAND MANAGERS, LLC | 2.7% | 500,000 | 0% | 0.76% | $18,860,000 |
| CITADEL ADVISORS LLC | 2.1% | 394,866 | +3.9% | 0.01% | $14,894,346 |
| UBS Group AG | 1.7% | 310,065 | +252% | 0% | $11,695,652 |
| Russell Investments Group, Ltd. | 1.3% | 239,916 | +8.3% | 0.01% | $9,049,643 |
| TWO SIGMA INVESTMENTS, LP | 1.3% | 238,973 | +201% | 0.01% | $9,014,062 |
| BlackRock, Inc. | 1.2% | 226,203 | +18% | 0% | $8,532,377 |
| Azora Capital LP | 1.2% | 222,996 | 0.35% | $8,411,409 | |
| ArrowMark Colorado Holdings LLC | 1.2% | 219,369 | +22% | 0.34% | $8,274,599 |
| Ghisallo Capital Management LLC | 1.1% | 200,000 | 0% | 0.15% | $7,544,000 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.89% | 165,000 | 0% | 0.02% | $6,223,800 |
| Burkehill Global Management, LP | 0.81% | 150,000 | 0% | 0.2% | $5,658,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.79% | 146,971 | +2.2% | 0% | $5,547,295 |
| JONES FINANCIAL COMPANIES LLLP | 0.79% | 146,667 | +966% | 0% | $5,413,479 |
| NATIXIS ADVISORS, LLC | 0.79% | 146,457 | +958% | 0.01% | $5,524,000 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
4
Headline period
Q2 2026
Rows shown
1-4 of 4
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 14,539 | $790,922 | -$1,031,073 | $54.40 | 5 |
| 2026 Q2 | 16,631,173 | $627,509,517 | +$36,804,433 | $37.72 | 87 |
| 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 |