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 | $350.7M |
| 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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 8 | $302 | 0.00% | +5+166.7% | Added |
| SRS Capital Advisors, Inc. | 25 | $943 | 0.00% | +25 | New |
| Atlantic Edge Private Wealth Management, LLC | 25 | $943 | 0.00% | +25 | New |
| Caitong International Asset Management Co., Ltd | 42 | $1.58K | 0.00% | −63−60.0% | Reduced |
| FMR LLC | 44 | $1.66K | 0.00% | +44 | New |
| Entrust Financial LLC | 44 | $1.66K | 0.00% | +44 | New |
| Global Retirement Partners, LLC | 100 | $3.77K | 0.00% | +100 | New |
| First Horizon Corp | 120 | $4.53K | 0.00% | +120 | New |
| American Capital Advisory, LLC | 237 | $8.94K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 250 | $9.43K | 0.00% | +250 | New |
| GAMMA Investing LLC | 330 | $12.4K | 0.00% | +330 | New |
| Citigroup Inc | 404 | $15.2K | 0.00% | +404 | New |
| Huntington National Bank | 674 | $25.4K | 0.00% | +674 | New |
| Bessemer Group Inc | 684 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 746 | $28.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,563 | $59.0K | 0.00% | +1,022+188.9% | Added |
| Aster Capital Management (DIFC) Ltd | 3,338 | $125.9K | 0.03% | +3,338 | New |
| The PNC Financial Services Group, Inc. | 4,203 | $158.5K | 0.00% | +234+5.9% | Added |
| Vanguard Global Advisers, LLC | 4,609 | $173.9K | 0.00% | −1,390−23.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,000 | $188.6K | 0.00% | +5,000 | New |
| Allworth Financial LP | 6,000 | $226.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 6,176 | $233.0K | 0.00% | +5,825+1,659.5% | Added |
| Royal Bank of Canada | 6,725 | $254.0K | 0.00% | +6,625+6,625.0% | Added |
| Schonfeld Strategic Advisors LLC | 8,833 | $333.2K | 0.00% | −8,084−47.8% | Reduced |
| Walleye Capital LLC | 9,320 | $351.6K | 0.00% | +9,320 | New |
| Gsa Capital Partners LLP | 9,675 | $365.0K | 0.02% | +9,675 | New |
| Charles Schwab Investment Management Inc | 10,007 | $377.5K | 0.00% | +30.0% | Added |
| Occudo Quantitative Strategies LP | 11,148 | $420.5K | 0.02% | +11,148 | New |
| HRT Financial LP | 11,561 | $436.0K | 0.00% | +11,561 | New |
| Davenport & Co LLC | 13,131 | $495.3K | 0.00% | +13,131 | New |
| Quantbot Technologies LP | 13,207 | $498.2K | 0.02% | −4,823−26.7% | Reduced |
| Readystate Asset Management LP | 15,000 | $565.8K | 0.02% | −25,000−62.5% | Reduced |
| Stifel Financial Corp | 15,443 | $582.5K | 0.00% | +15,443 | New |
| Squarepoint Ops LLC | 15,707 | $592.5K | 0.00% | +15,707 | New |
| XTX Topco Ltd | 17,518 | $660.8K | 0.01% | −30,291−63.4% | Reduced |
| D. E. Shaw & Co., Inc. | 17,986 | $678.4K | 0.00% | +17,986 | New |
| CI Private Wealth, LLC | 23,005 | $867.7K | 0.00% | +9,245+67.2% | Added |
| Raymond James Financial Inc | 24,717 | $932.3K | 0.00% | −289−1.2% | Reduced |
| Trexquant Investment LP | 27,442 | $1.04M | 0.01% | +27,442 | New |
| Y-Intercept (Hong Kong) Ltd | 28,493 | $1.07M | 0.02% | +28,493 | New |
| Victory Capital Management Inc | 29,968 | $1.13M | 0.00% | +29,968 | New |
| BNP Paribas Arbitrage, SA | 33,096 | $1.25M | 0.00% | +29,259+762.5% | Added |
| Marshall Wace, LLP | 38,848 | $1.47M | 0.00% | +25,126+183.1% | Added |
| Northern Trust Corp | 41,642 | $1.57M | 0.00% | +14,271+52.1% | Added |
| First Trust Advisors LP | 42,989 | $1.62M | 0.00% | +42,989 | New |
| Bank of America Corp | 45,623 | $1.72M | 0.00% | +32,771+255.0% | Added |
| Bank of New York Mellon Corp | 54,302 | $2.05M | 0.00% | +35,666+191.4% | Added |
| Envestnet Asset Management Inc | 56,507 | $2.13M | 0.00% | +56,507 | New |
| Hound Partners, LLC | 60,000 | $2.26M | 0.26% | 00.0% | Unchanged |
| Voleon Capital Management LP | 61,376 | $2.32M | 0.04% | +61,376 | New |
| State Street Corp | 61,800 | $2.33M | 0.00% | +23,700+62.2% | Added |
| Wells Fargo & Company | 69,801 | $2.63M | 0.00% | +68,116+4,042.5% | Added |
| Point72 Asset Management, L.P. | 70,663 | $2.67M | 0.00% | +70,663 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 72,600 | $2.74M | 0.04% | +22,600+45.2% | Added |
| Goldman Sachs Group Inc | 75,463 | $2.85M | 0.00% | +75,463 | New |
| SEI Investments Co | 80,341 | $3.03M | 0.00% | −41,308−34.0% | Reduced |
| Vanguard Fiduciary Trust Co | 82,349 | $3.11M | 0.00% | +4,202+5.4% | Added |
| Jane Street Group, LLC | 85,906 | $3.24M | 0.00% | +62,003+259.4% | Added |
| Millennium Management LLC | 97,047 | $3.66M | 0.00% | +88,359+1,017.0% | Added |
| Renaissance Technologies LLC | 116,700 | $4.40M | 0.01% | +54,700+88.2% | Added |
| Morgan Stanley | 121,731 | $4.59M | 0.00% | +107,944+782.9% | Added |
| Jones Financial Companies LLLP | 146,667 | $5.41M | 0.00% | +132,910+966.1% | Added |
| Tudor Investment Corp Et Al | 145,271 | $5.48M | 0.02% | +145,271 | New |
| Natixis Advisors, L.P. | 146,457 | $5.52M | 0.01% | +132,613+957.9% | Added |
| Geode Capital Management, LLC | 146,971 | $5.55M | 0.00% | +3,193+2.2% | Added |
| Burkehill Global Management, LP | 150,000 | $5.66M | 0.20% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 165,000 | $6.22M | 0.02% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 200,000 | $7.54M | 0.15% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 219,369 | $8.27M | 0.34% | +40,263+22.5% | Added |
| Azora Capital LP | 222,996 | $8.41M | 0.35% | +222,996 | New |
| BlackRock, Inc. | 226,203 | $8.53M | 0.00% | +35,055+18.3% | Added |
| Two Sigma Investments, LP | 238,973 | $9.01M | 0.01% | +159,603+201.1% | Added |
| Russell Investments Group, Ltd. | 239,916 | $9.05M | 0.01% | +18,449+8.3% | Added |
| UBS Group AG | 310,065 | $11.7M | 0.00% | +222,073+252.4% | Added |
| Citadel Advisors LLC | 394,866 | $14.9M | 0.01% | +14,832+3.9% | 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 |
| Vanguard Capital Management LLC | 511,827 | $19.3M | 0.00% | +2,028+0.4% | Added |
| Driehaus Capital Management LLC | 562,112 | $21.2M | 0.12% | +1,905+0.3% | Added |
| J. Goldman & Co LP | 800,605 | $30.2M | 1.06% | −399,395−33.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 898,626 | $33.9M | 0.11% | +898,626 | New |
| Bamco Inc | 901,874 | $34.0M | 0.05% | +1,725+0.2% | Added |
| Franklin Resources Inc | 904,544 | $34.1M | 0.01% | −225,779−20.0% | Reduced |
| Royce & Associates LP | 1,137,586 | $42.9M | 0.35% | −271,129−19.2% | Reduced |
| JPMorgan Chase & Co | 1,412,823 | $53.6M | 0.00% | −446,757−24.0% | Reduced |
| Durable Capital Partners LP | 1,670,485 | $63.0M | 0.61% | 00.0% | Unchanged |
| Brown Advisory Inc | 2,165,645 | $81.7M | 0.13% | −273,683−11.2% | Reduced |
| 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 |