Latest Period
Q4 2025
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 Q1 2026
Institutions Reporting
65
Shares (Excl. Options)
13,523,351
Price
$25.93
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- Type / Class
- Equity / Class A common stock, $0.0001 par value
- Symbol
- ANDG on NYSE
- Shares outstanding
- 12,700,258
- Price per share
- $28.25
- 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
Quick Takeaways
- ANDG - Andersen Group Inc. - Class A common stock, $0.0001 par value is tracked under CUSIP 033853102.
- 65 institutions reported positions in Q4 2025.
- 7 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 65 to 27 between Q4 2025 and Q1 2026.
- Reported value moved from $350,660,655 to $187,640,189.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 65 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 033853102?
CUSIP 033853102 identifies ANDG - Andersen Group Inc. - Class A common stock, $0.0001 par value in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 033853102:
Significant Owners of Andersen Group Inc. - Class A common stock, $0.0001 par value (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 | 8.9% | +12% | $29,117,120 | +$3,422,345 | 1,130,323 | +13% | Franklin Resources, Inc. | 31 Mar 2026 |
| 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, $0.0001 par value (ANDG). This represents 106% of the company’s total 12,700,258 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Andersen Group Inc. - Class A common stock, $0.0001 par value (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 | 9.1% | 1,160,000 | 1.2% | $30,078,800 | |
| BROWN ADVISORY INC | 8.9% | 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/ | 3.9% | 500,000 | 0.04% | $12,965,000 | |
| SEVEN GRAND MANAGERS, LLC | 3.9% | 500,000 | 0.99% | $12,965,000 | |
| ArrowMark Colorado Holdings LLC | 3.5% | 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 |