Andersen Group Inc.
ANDG- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0002065708
In the last 90 days, Andersen Group Inc. insiders filed 0 open-market purchases and 1 sale; 87 institutions reported holding it in 13F filings for Q2 2026, worth $627.5M in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Andersen Group Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 87
- +21 vs. Q1 2026
- Shares held
- 16.6M
- +858.7K (+5.4%) vs. Q1 2026
- Total value
- $627.5M
- +$201.2M (+47.2%) vs. Q1 2026
- New holders
- 31
- 32 more added
- Sold out
- 10
- 13 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ANDG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 87 | $627.5M |
| Q1 2026 | 66 | $426.3M |
| Q4 2025 | 65 | $351.0M |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Andersen Group Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Advisory Inc | 2,165,645 | $81.7M | 0.13% | −273,683−11.2% | Reduced |
| Durable Capital Partners LP | 1,670,485 | $63.0M | 0.61% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,412,823 | $53.6M | 0.00% | −446,757−24.0% | Reduced |
| Royce & Associates LP | 1,137,586 | $42.9M | 0.35% | −271,129−19.2% | Reduced |
| Franklin Resources Inc | 904,544 | $34.1M | 0.01% | −225,779−20.0% | Reduced |
| Bamco Inc | 901,874 | $34.0M | 0.05% | +1,725+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 898,626 | $33.9M | 0.11% | +898,626 | New |
| J. Goldman & Co LP | 800,605 | $30.2M | 1.06% | −399,395−33.3% | Reduced |
| Driehaus Capital Management LLC | 562,112 | $21.2M | 0.12% | +1,905+0.3% | Added |
| Vanguard Capital Management LLC | 511,827 | $19.3M | 0.00% | +2,028+0.4% | Added |
| Telemark Asset Management, LLC | 500,000 | $18.9M | 1.36% | 00.0% | Unchanged |
| Seven Grand Managers, LLC | 500,000 | $18.9M | 0.76% | 00.0% | Unchanged |
| Citadel Advisors LLC | 394,866 | $14.9M | 0.01% | +14,832+3.9% | Added |
| UBS Group AG | 310,065 | $11.7M | 0.00% | +222,073+252.4% | Added |
| Russell Investments Group, Ltd. | 239,916 | $9.05M | 0.01% | +18,449+8.3% | Added |
| Two Sigma Investments, LP | 238,973 | $9.01M | 0.01% | +159,603+201.1% | Added |
| BlackRock, Inc. | 226,203 | $8.53M | 0.00% | +35,055+18.3% | Added |
| Azora Capital LP | 222,996 | $8.41M | 0.35% | +222,996 | New |
| ArrowMark Colorado Holdings LLC | 219,369 | $8.27M | 0.34% | +40,263+22.5% | Added |
| Ghisallo Capital Management LLC | 200,000 | $7.54M | 0.15% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 165,000 | $6.22M | 0.02% | 00.0% | Unchanged |
| Burkehill Global Management, LP | 150,000 | $5.66M | 0.20% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 146,971 | $5.55M | 0.00% | +3,193+2.2% | Added |
| Natixis Advisors, L.P. | 146,457 | $5.52M | 0.01% | +132,613+957.9% | Added |
| Tudor Investment Corp Et Al | 145,271 | $5.48M | 0.02% | +145,271 | New |
| Jones Financial Companies LLLP | 146,667 | $5.41M | 0.00% | +132,910+966.1% | Added |
| Morgan Stanley | 121,731 | $4.59M | 0.00% | +107,944+782.9% | Added |
| Renaissance Technologies LLC | 116,700 | $4.40M | 0.01% | +54,700+88.2% | Added |
| Millennium Management LLC | 97,047 | $3.66M | 0.00% | +88,359+1,017.0% | Added |
| Jane Street Group, LLC | 85,906 | $3.24M | 0.00% | +62,003+259.4% | Added |
| Vanguard Fiduciary Trust Co | 82,349 | $3.11M | 0.00% | +4,202+5.4% | Added |
| SEI Investments Co | 80,341 | $3.03M | 0.00% | −41,308−34.0% | Reduced |
| Goldman Sachs Group Inc | 75,463 | $2.85M | 0.00% | +75,463 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 72,600 | $2.74M | 0.04% | +22,600+45.2% | Added |
| Point72 Asset Management, L.P. | 70,663 | $2.67M | 0.00% | +70,663 | New |
| Wells Fargo & Company | 69,801 | $2.63M | 0.00% | +68,116+4,042.5% | Added |
| State Street Corp | 61,800 | $2.33M | 0.00% | +23,700+62.2% | Added |
| Voleon Capital Management LP | 61,376 | $2.32M | 0.04% | +61,376 | New |
| Hound Partners, LLC | 60,000 | $2.26M | 0.26% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 56,507 | $2.13M | 0.00% | +56,507 | New |
| Bank of New York Mellon Corp | 54,302 | $2.05M | 0.00% | +35,666+191.4% | Added |
| Bank of America Corp | 45,623 | $1.72M | 0.00% | +32,771+255.0% | Added |
| First Trust Advisors LP | 42,989 | $1.62M | 0.00% | +42,989 | New |
| Northern Trust Corp | 41,642 | $1.57M | 0.00% | +14,271+52.1% | Added |
| Marshall Wace, LLP | 38,848 | $1.47M | 0.00% | +25,126+183.1% | Added |
| BNP Paribas Arbitrage, SA | 33,096 | $1.25M | 0.00% | +29,259+762.5% | Added |
| Victory Capital Management Inc | 29,968 | $1.13M | 0.00% | +29,968 | New |
| Y-Intercept (Hong Kong) Ltd | 28,493 | $1.07M | 0.02% | +28,493 | New |
| Trexquant Investment LP | 27,442 | $1.04M | 0.01% | +27,442 | New |
| Raymond James Financial Inc | 24,717 | $932.3K | 0.00% | −289−1.2% | Reduced |
| CI Private Wealth, LLC | 23,005 | $867.7K | 0.00% | +9,245+67.2% | Added |
| D. E. Shaw & Co., Inc. | 17,986 | $678.4K | 0.00% | +17,986 | New |
| XTX Topco Ltd | 17,518 | $660.8K | 0.01% | −30,291−63.4% | Reduced |
| Squarepoint Ops LLC | 15,707 | $592.5K | 0.00% | +15,707 | New |
| Stifel Financial Corp | 15,443 | $582.5K | 0.00% | +15,443 | New |
| Readystate Asset Management LP | 15,000 | $565.8K | 0.02% | −25,000−62.5% | Reduced |
| Quantbot Technologies LP | 13,207 | $498.2K | 0.02% | −4,823−26.7% | Reduced |
| Davenport & Co LLC | 13,131 | $495.3K | 0.00% | +13,131 | New |
| HRT Financial LP | 11,561 | $436.0K | 0.00% | +11,561 | New |
| Occudo Quantitative Strategies LP | 11,148 | $420.5K | 0.02% | +11,148 | New |
| Charles Schwab Investment Management Inc | 10,007 | $377.5K | 0.00% | +30.0% | Added |
| Gsa Capital Partners LLP | 9,675 | $365.0K | 0.02% | +9,675 | New |
| Walleye Capital LLC | 9,320 | $351.6K | 0.00% | +9,320 | New |
| Schonfeld Strategic Advisors LLC | 8,833 | $333.2K | 0.00% | −8,084−47.8% | Reduced |
| Royal Bank of Canada | 6,725 | $254.0K | 0.00% | +6,625+6,625.0% | Added |
| Barclays PLC | 6,176 | $233.0K | 0.00% | +5,825+1,659.5% | Added |
| Allworth Financial LP | 6,000 | $226.3K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 5,000 | $188.6K | 0.00% | +5,000 | New |
| Vanguard Global Advisers, LLC | 4,609 | $173.9K | 0.00% | −1,390−23.2% | Reduced |
| The PNC Financial Services Group, Inc. | 4,203 | $158.5K | 0.00% | +234+5.9% | Added |
| Aster Capital Management (DIFC) Ltd | 3,338 | $125.9K | 0.03% | +3,338 | New |
| Fifth Third Bancorp | 1,563 | $59.0K | 0.00% | +1,022+188.9% | Added |
| Parkside Financial Bank & Trust | 746 | $28.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 684 | $26.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 674 | $25.4K | 0.00% | +674 | New |
| Citigroup Inc | 404 | $15.2K | 0.00% | +404 | New |
| GAMMA Investing LLC | 330 | $12.4K | 0.00% | +330 | New |
| Grove Bank & Trust | 250 | $9.43K | 0.00% | +250 | New |
| American Capital Advisory, LLC | 237 | $8.94K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 120 | $4.53K | 0.00% | +120 | New |
| Global Retirement Partners, LLC | 100 | $3.77K | 0.00% | +100 | New |
| FMR LLC | 44 | $1.66K | 0.00% | +44 | New |
| Entrust Financial LLC | 44 | $1.66K | 0.00% | +44 | New |
| Caitong International Asset Management Co., Ltd | 42 | $1.58K | 0.00% | −63−60.0% | Reduced |
| SRS Capital Advisors, Inc. | 25 | $943 | 0.00% | +25 | New |
| Atlantic Edge Private Wealth Management, LLC | 25 | $943 | 0.00% | +25 | New |
| Rockefeller Capital Management L.P. | 8 | $302 | 0.00% | +5+166.7% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −130,856−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −66,795−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −23,405−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,771−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |