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

13F Institutional Holders and Ownership History for Q4 2025

Type / Class
Equity / Class A common stock, par value $0.0001 per share
Symbol
ANDG on NYSE
Shares outstanding
12,651,447
Price per share
$19.27
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
13,523,351
Total reported value
$350,660,655
% of total 13F portfolios
0%
Share change
+13,523,351
Value change
+$350,660,655
Number of holders
65
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Andersen Group Inc. - Class A common stock, par value $0.0001 per share (ANDG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BROWN ADVISORY INC 23% +53% $56,779,479 +$19,427,667 2,946,522 +52% BROWN ADVISORY INC 28 Feb 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 7.9% $25,864,345 997,468 Franklin Resources, Inc. 31 Dec 2025
DRIEHAUS CAPITAL MANAGEMENT LLC 5.4% $15,839,318 688,666 DRIEHAUS CAPITAL MANAGEMENT LLC 31 Dec 2025

As of 31 Dec 2025, 65 institutional investors reported holding 13,523,351 shares of Andersen Group Inc. - Class A common stock, par value $0.0001 per share (ANDG). This represents 107% of the company’s total 12,651,447 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Andersen Group Inc. - Class A common stock, par value $0.0001 per share (ANDG) together control 98% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
JPMORGAN CHASE & CO 14% 1,773,515 0% $45,987,244
Durable Capital Partners LP 13% 1,670,485 0.41% $43,315,676
J. Goldman & Co LP 9.2% 1,160,000 1.2% $30,078,800
BROWN ADVISORY INC 9% 1,132,461 0.04% $29,364,713
FRANKLIN RESOURCES INC 7.9% 997,468 0.01% $25,864,346
ROYCE & ASSOCIATES LP 6.1% 769,319 0.2% $19,948,442
Driehaus Capital Management LLC 5.4% 688,666 0.12% $17,857,109
BAMCO INC /NY/ 4% 500,000 0.04% $12,965,000
SEVEN GRAND MANAGERS, LLC 4% 500,000 0.99% $12,965,000
ArrowMark Colorado Holdings LLC 3.6% 450,000 0.26% $11,668,500
GOLDMAN SACHS GROUP INC 3.2% 401,837 0% $10,419,633
CITADEL ADVISORS LLC 2.9% 372,141 0.01% $9,649,616
Alyeska Investment Group, L.P. 2.6% 325,000 0.02% $8,427,250
MILLENNIUM MANAGEMENT LLC 1.7% 213,648 0% $5,539,893
Ghisallo Capital Management LLC 1.6% 200,000 0.23% $5,186,000
Balyasny Asset Management L.P. 1.4% 177,882 0.01% $4,612,480
TEACHER RETIREMENT SYSTEM OF TEXAS 1.3% 165,000 0.01% $4,278,450
BURKEHILL GLOBAL MANAGEMENT, LP 1.2% 150,000 0.26% $3,889,500
TUDOR INVESTMENT CORP ET AL 1.1% 144,544 0.02% $3,748,026
VANGUARD GROUP INC 1.1% 140,000 0% $3,630,201
Jain Global LLC 1% 131,250 0.03% $3,403,313
Allspring Global Investments Holdings, LLC 1% 129,589 0.01% $3,360,243
Telemark Asset Management, LLC 0.79% 100,000 0.26% $2,593,000
JANE STREET GROUP, LLC 0.68% 86,434 0% $2,241,234
READYSTATE ASSET MANAGEMENT LP 0.62% 78,884 0.09% $2,045,462

Institutional Holders of Andersen Group Inc. - Class A common stock, par value $0.0001 per share (ANDG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 13,523,351 $350,660,655 +$350,660,655 $25.93 65