ANDG Institutional Ownership & Shareholders
Andersen Group Inc. (ANDG) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $593.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Brown Advisory Inc is currently the largest disclosed institutional shareholder of ANDG tracked by InsiderSet, reporting ownership valued at approximately $81.69M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $142.54M, representing an estimated gain of +74.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed ANDG value among the investors covered in this analysis. Major shareholders include Brown Advisory Inc, Durable Capital Partners, Jpmorgan Chase & Co, and several other long-term asset managers with concentrated positions in Andersen Group Inc. (ANDG).
This page ranks the largest institutional ANDG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
87
Total Reported Value
$593.24M
Largest Holder
Brown Advisory Inc
Largest Position
$81.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brown Advisory Inc | 0.13% | 2,165,645 | $81,688,130 | $142,542,754 | +$60,854,624 | +74.50% | |
| Durable Capital Partners | Henry Ellenbogen | 0.61% | 1,670,485 | $63,010,694 | $109,951,323 | +$46,940,629 | +74.50% |
| Jpmorgan Chase & Co | 0.00% | 1,412,823 | $53,588,413 | $92,992,010 | +$39,403,597 | +73.53% | |
| Royce & Associates Lp | 0.35% | 1,137,586 | $42,909,744 | $74,875,911 | +$31,966,167 | +74.50% | |
| Bamco Inc | 0.05% | 901,874 | $34,018,687 | $59,361,347 | +$25,342,660 | +74.50% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.11% | 898,626 | $33,896,173 | $59,147,563 | +$25,251,390 | +74.50% | |
| J. Goldman & Co Lp | 1.06% | 800,605 | $30,198,821 | $52,695,821 | +$22,497,000 | +74.50% | |
| Driehaus Capital Management Llc | 0.12% | 562,112 | $21,202,865 | $36,998,212 | +$15,795,347 | +74.50% | |
| Vanguard Capital Management Llc | 0.00% | 511,827 | $19,306,114 | $33,688,453 | +$14,382,339 | +74.50% | |
| Seven Grand Managers, Llc | 0.76% | 500,000 | $18,860,000 | $32,910,000 | +$14,050,000 | +74.50% | |
| Telemark Asset Management, Llc | 1.36% | 500,000 | $18,860,000 | $32,910,000 | +$14,050,000 | +74.50% | |
| Citadel Advisors Llc | 0.01% | 394,866 | $14,894,346 | $25,990,080 | +$11,095,734 | +74.50% | |
| Timessquare Capital Management, Llc | 0.20% | 224,123 | $12,192,291 | $14,751,776 | +$2,559,485 | +20.99% | |
| Ubs Group Ag | 0.00% | 310,065 | $11,695,652 | $20,408,478 | +$8,712,826 | +74.50% | |
| Russell Investments Group, Ltd. | 0.01% | 239,916 | $9,049,643 | $15,791,271 | +$6,741,628 | +74.50% | |
| Two Sigma Investments, Lp | 0.01% | 238,973 | $9,014,062 | $15,729,203 | +$6,715,141 | +74.50% | |
| Blackrock, Inc. | 0.00% | 226,203 | $8,532,377 | $14,888,681 | +$6,356,304 | +74.50% | |
| Azora Capital Lp | 0.35% | 222,996 | $8,411,409 | $14,677,597 | +$6,266,188 | +74.50% | |
| Arrowmark Colorado Holdings Llc | 0.34% | 219,369 | $8,274,599 | $14,438,868 | +$6,164,269 | +74.50% | |
| Ghisallo Capital Management Llc | 0.15% | 200,000 | $7,544,000 | $13,164,000 | +$5,620,000 | +74.50% | |
| Teacher Retirement System Of Texas | 0.02% | 165,000 | $6,223,800 | $10,860,300 | +$4,636,500 | +74.50% | |
| Burkehill Global Management, Lp | 0.20% | 150,000 | $5,658,000 | $9,873,000 | +$4,215,000 | +74.50% | |
| Geode Capital Management, Llc | 0.00% | 146,971 | $5,547,295 | $9,673,631 | +$4,126,336 | +74.38% | |
| Natixis Advisors, Llc | 0.01% | 146,457 | $5,524,000 | $9,639,800 | +$4,115,800 | +74.51% | |
| Tudor Investment Corp Et Al | 0.02% | 145,271 | $5,479,622 | $9,561,737 | +$4,082,115 | +74.50% | |
| Jones Financial Companies Lllp | 0.00% | 146,667 | $5,413,479 | $9,653,622 | +$4,240,143 | +78.33% | |
| Morgan Stanley | 0.00% | 121,731 | $4,591,736 | $8,012,334 | +$3,420,598 | +74.49% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 116,700 | $4,401,924 | $7,681,194 | +$3,279,270 | +74.50% |
| Millennium Management Llc | 0.00% | 97,047 | $3,660,613 | $6,387,634 | +$2,727,021 | +74.50% | |
| Jane Street Group, Llc | 0.00% | 85,906 | $3,240,375 | $5,654,333 | +$2,413,958 | +74.50% | |
| Vanguard Fiduciary Trust Co | 0.00% | 82,349 | $3,106,204 | $5,420,211 | +$2,314,007 | +74.50% | |
| Sei Investments Co | 0.00% | 80,341 | $3,030,442 | $5,288,045 | +$2,257,603 | +74.50% | |
| Goldman Sachs Group Inc | 0.00% | 75,463 | $2,846,464 | $4,966,975 | +$2,120,511 | +74.50% | |
| Soros Fund Management Llc | 0.04% | 72,600 | $2,738,472 | $4,778,532 | +$2,040,060 | +74.50% | |
| Point72 Asset Management, L.P. | 0.00% | 70,663 | $2,665,408 | $4,651,039 | +$1,985,631 | +74.50% | |
| Wells Fargo & Company/Mn | 0.00% | 69,801 | $2,632,893 | $4,594,302 | +$1,961,409 | +74.50% | |
| State Street Corp | 0.00% | 61,800 | $2,331,096 | $4,067,676 | +$1,736,580 | +74.50% | |
| Voleon Capital Management Lp | 0.04% | 61,376 | $2,315,103 | $4,039,768 | +$1,724,665 | +74.50% | |
| Hound Partners, Llc | 0.26% | 60,000 | $2,263,200 | $3,949,200 | +$1,686,000 | +74.50% | |
| Envestnet Asset Management Inc | 0.00% | 56,507 | $2,131,444 | $3,719,291 | +$1,587,847 | +74.50% | |
| Bank Of New York Mellon Corp | 0.00% | 54,302 | $2,048,258 | $3,574,158 | +$1,525,900 | +74.50% | |
| Bank Of America Corp | 0.00% | 45,623 | $1,720,900 | $3,002,906 | +$1,282,006 | +74.50% | |
| First Trust Advisors Lp | 0.00% | 42,989 | $1,621,545 | $2,829,536 | +$1,207,991 | +74.50% | |
| Northern Trust Corp | 0.00% | 41,642 | $1,570,736 | $2,740,876 | +$1,170,140 | +74.50% | |
| Marshall Wace, Llp | 0.00% | 38,848 | $1,465,347 | $2,556,975 | +$1,091,628 | +74.50% | |
| Bnp Paribas Financial Markets | 0.00% | 33,096 | $1,248,381 | $2,178,379 | +$929,998 | +74.50% | |
| Victory Capital Management Inc | 0.00% | 29,968 | $1,130,393 | $1,972,494 | +$842,101 | +74.50% | |
| Trexquant Investment Lp | 0.01% | 27,442 | $1,035,112 | $1,806,232 | +$771,120 | +74.50% | |
| Raymond James Financial Inc | 0.00% | 24,717 | $932,325 | $1,626,873 | +$694,548 | +74.50% | |
| Corient Private Wealth Llc | 0.00% | 23,005 | $867,748 | $1,514,189 | +$646,441 | +74.50% |
Frequently asked questions about ANDG
Who are the largest institutional holders of ANDG?
The largest institutional holders of ANDG reported in the latest SEC Form 13F filings include Brown Advisory Inc, Durable Capital Partners, Jpmorgan Chase & Co, Royce & Associates Lp, and Bamco Inc. InsiderSet ranks institutional holders by their latest reported ANDG position.
What is ANDG institutional ownership?
This page tracks ANDG positions reported by institutional investment managers through SEC Form 13F. Andersen Group Inc. (ANDG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ANDG?
InsiderSet currently tracks 87 institutional managers reporting ANDG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ANDG shareholders.
How much ANDG stock do institutions own?
Institutional investment managers disclosed approximately $593.24M in ANDG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ANDG institutional ownership last updated?
The latest ANDG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ANDG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ANDG position after the reporting date.
Are institutions buying or selling ANDG?
Institutional buying and selling can be analyzed by comparing ANDG positions across consecutive 13F reporting periods. InsiderSet's ANDG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ANDG ownership changes.
How has ANDG institutional ownership changed over time?
InsiderSet tracks ANDG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.