Andersen Group Inc. Class AANDG

13F holders, Q2 2026 (June 30)
87holders +21
30new positions
10sold out
8famous investors
$37.73avg. 13F price*

At the end of Q2 2026, 87 institutions reported holding Andersen Group Inc. Class A (ANDG) in their 13F filings, up 21 from Q1 2026. 30 opened new positions and 10 sold out. The largest holders were Brown Advisory Inc. ($81.7M), Durable Capital Partners LP ($63.0M) and JPMorgan Chase & Co. ($53.6M). 8 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), George Soros (0.0% of Soros Fund Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Andersen Group Inc. Class A
CUSIP
033853102
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q4 2025: 65Q4 2025Q1 2026: 66Q1 2026Q2 2026: 87Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions30$66.9M
Exits10$14.8M

All 13F filers, Q1 2026 → Q2 2026: 3,130,344 shares bought and 2,271,780 shares sold, net +858,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 87 holders

Brown Advisory Inc. 0.13% Reduce -11.2% 2,165,645 $81.7M
Durable Capital Partners LP 0.61% No change 1,670,485 $63.0M
JPMorgan Chase & Co. 0.00% Reduce -24.0% 1,412,823 $53.6M
Royce & Associates LP 0.35% Reduce -19.3% 1,137,586 $42.9M
Franklin Resources Inc. 0.01% Reduce -20.0% 904,544 $34.1M
Baron Capital (BAMCO) 0.05% Add +0.2% 901,874 $34.0M
Kayne Anderson Rudnick Investment Management LLC 0.11% New 898,626 $33.9M
J. Goldman & Co LP 1.06% Reduce -33.3% 800,605 $30.2M
Driehaus Capital Management LLC 0.12% Add +0.3% 562,112 $21.2M
Vanguard Capital Management LLC 0.00% Add +0.4% 511,827 $19.3M
Telemark Asset Management, LLC 1.36% No change 500,000 $18.9M
Seven Grand Managers, LLC 0.76% No change 500,000 $18.9M
Citadel Advisors 0.01% Add +3.9% 394,866 $14.9M
UBS Group AG 0.00% Add +252.4% 310,065 $11.7M
Russell Investments Group, Ltd. 0.01% Add +8.3% 239,916 $9.0M
Two Sigma Investments, LP 0.01% Add +201.1% 238,973 $9.0M
BlackRock, Inc. 0.00% Add +18.3% 226,203 $8.5M
Azora Capital LP 0.35% New 222,996 $8.4M
ArrowMark Colorado Holdings LLC 0.35% Add +22.5% 219,369 $8.3M
Ghisallo Capital Management LLC 0.18% No change 200,000 $7.5M
Teacher Retirement System of Texas 0.02% No change 165,000 $6.2M
Burkehill Global Management, LP 0.21% No change 150,000 $5.7M
Geode Capital Management, LLC 0.00% Add +2.2% 146,971 $5.5M
Natixis Advisors, LLC 0.01% Add +957.9% 146,457 $5.5M
Tudor Investment Corporation 0.02% New 145,271 $5.5M
Jones Financial Companies LLLP 0.00% Add +966.1% 146,667 $5.4M
Morgan Stanley 0.00% Add +782.9% 121,731 $4.6M
Renaissance Technologies 0.01% Add +88.2% 116,700 $4.4M
Millennium Management 0.00% Add +1017.0% 97,047 $3.7M
Jane Street Group, LLC 0.00% Add +259.4% 85,906 $3.2M
Vanguard Fiduciary Trust Co. 0.00% Add +5.4% 82,349 $3.1M
Sei Investments Co. 0.00% Reduce -34.0% 80,341 $3.0M
Goldman Sachs Group Inc. 0.00% New 75,463 $2.8M
Soros Fund Management 0.05% Add +45.2% 72,600 $2.7M
Point72 Asset Management 0.00% New 70,663 $2.7M
Wells Fargo & Company 0.00% Add +4042.5% 69,801 $2.6M
State Street Corp. 0.00% Add +62.2% 61,800 $2.3M
Voleon Capital Management LP 0.04% New 61,376 $2.3M
Hound Partners, LLC 0.26% No change 60,000 $2.3M
Envestnet Asset Management Inc. 0.00% New 56,507 $2.1M
Bank of New York Mellon Corp 0.00% Add +191.4% 54,302 $2.0M
Bank of America Corp. 0.00% Add +255.0% 45,623 $1.7M
First Trust Advisors LP 0.00% New 42,989 $1.6M
Northern Trust Corp. 0.00% Add +52.1% 41,642 $1.6M
Marshall Wace, LLP 0.00% Add +183.1% 38,848 $1.5M
BNP Paribas Financial Markets 0.00% Add +762.5% 33,096 $1.2M
Victory Capital Management Inc. 0.00% New 29,968 $1.1M
Y-Intercept (Hong Kong) Ltd 0.02% New 28,493 $1.1M
Trexquant Investment LP 0.01% New 27,442 $1.0M
Raymond James Financial Inc. 0.00% Reduce -1.2% 24,717 $932K
Corient Private Wealth LP 0.00% Add +67.2% 23,005 $868K
D. E. Shaw & Co. 0.00% New 17,986 $678K
XTX Topco Ltd 0.01% Reduce -63.4% 17,518 $661K
Squarepoint Ops LLC 0.00% New 15,707 $592K
Stifel Financial Corp. 0.00% New 15,443 $583K
Readystate Asset Management LP 0.04% Reduce -62.5% 15,000 $566K
Quantbot Technologies LP 0.02% Reduce -26.8% 13,207 $498K
DAVENPORT & Co LLC 0.00% New 13,131 $495K
HRT Financial LP 0.00% New 11,561 $436K
Occudo Quantitative Strategies LP 0.02% New 11,148 $421K
Charles Schwab Investment Management Inc. 0.00% Add +0.0% 10,007 $377K
Gsa Capital Partners LLP 0.02% New 9,675 $365K
Walleye Capital LLC 0.00% New 9,320 $352K
Schonfeld Strategic Advisors LLC 0.00% Reduce -47.8% 8,833 $333K
Royal Bank of Canada 0.00% Add +6625.0% 6,725 $254K
Barclays PLC 0.00% Add +1659.5% 6,176 $233K
Allworth Financial LP 0.00% No change 6,000 $226K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 5,000 $189K
Vanguard Global Advisers, LLC 0.00% Reduce -23.2% 4,609 $174K
PNC Financial Services Group, Inc. 0.00% Add +5.9% 4,203 $159K
Aster Capital Management (DIFC) Ltd 0.03% New 3,338 $126K
Fifth Third Bancorp 0.00% Add +188.9% 1,563 $59K
Parkside Financial Bank & Trust 0.00% No change 746 $28K
Bessemer Group Inc. 0.00% No change 684 $26K
Huntington National Bank 0.00% New 674 $25K
Citigroup Inc. 0.00% New 404 $15K
GAMMA Investing LLC 0.00% New 330 $12K
Grove Bank & Trust 0.00% New 250 $9K
American Capital Advisory, LLC 0.00% No change 237 $9K
First Horizon Corp. 0.00% New 120 $5K
Global Retirement Partners, LLC 0.00% — 100 $4K
Entrust Financial LLC 0.00% New 44 $2K
FMR LLC 0.00% New 44 $2K
Caitong International Asset Management Co., Ltd 0.00% Reduce -60.0% 42 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% New 25 $943
Arax Advisory Partners 0.00% New 25 $943
Rockefeller Capital Management L.P. 0.00% Add +166.7% 8 $302

"% of holder's portfolio" is ANDG's weight in each manager's 13F, not the share of Andersen Group Inc. Class A the manager owns.