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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.

Holders of 5% or more of ANDG

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Andersen Group Inc., largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of ANDG
HolderLatest formStakeChangeFirst filedLatest filingFiling
Brown Advisory Inc13G/A19.89%2.52M shares−3.40 ppfrom 23.29%Feb 5, 20264 filingsMay 15, 2026SEC
JPMorgan Chase & Co13G14.00%1.77M sharesNewJan 7, 20261 filingJan 7, 2026SEC
Durable Capital Partners LP13G13.20%1.67M sharesNewDec 29, 20251 filingDec 29, 2025SEC
Royce & Associates LP13G/A11.55%1.46M shares+5.47 ppfrom 6.08%Jan 20, 20262 filingsMar 3, 2026SEC
J. Goldman & Co LP13G9.17%1.16M sharesNewFeb 17, 20261 filingFeb 17, 2026SEC
Franklin Resources Inc13G/A8.90%1.13M shares+1.00 ppfrom 7.90%Jan 29, 20262 filingsApr 29, 2026SEC
Bamco Inc13G7.12%900.1K sharesNewMay 15, 20261 filingMay 15, 2026SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

14 Schedule 13D and 13G filings on Andersen Group Inc., newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on ANDG
Filed (ET)FilerFormStakeChangeEvent dateFiling
May 15, 20262:53 PM ETBrown Advisory Incand 4 others13G/A19.89%2.52M shares−3.40 ppfrom 23.29%Mar 31, 2026SEC
May 15, 20261:37 PM ETBamco Incand 4 others13G7.12%900.1K sharesNewMar 31, 2026SEC
May 15, 20267:04 AM ETDriehaus Capital Management LLC13G/A4.43%560.2K shares−1.01 ppfrom 5.44%Below 5%Mar 31, 2026SEC
Apr 29, 202611:00 AM ETFranklin Resources Incand 3 others13G/A8.90%1.13M shares+1.00 ppfrom 7.90%Mar 31, 2026SEC
Mar 6, 20265:43 PM ETBrown Advisory Incand 4 others13G/A23.29%2.95M shares+7.99 ppfrom 15.30%Feb 28, 2026SEC
Mar 3, 20262:46 PM ETRoyce & Associates LP13G/A11.55%1.46M shares+5.47 ppfrom 6.08%Feb 28, 2026SEC
Feb 17, 20269:19 AM ETDriehaus Capital Management LLC13G5.44%688.7K sharesNewDec 31, 2025SEC
Feb 17, 20269:01 AM ETJ. Goldman & Co LPand 2 others13G9.17%1.16M sharesNewDec 31, 2025SEC
Feb 12, 20269:14 AM ETBrown Advisory Incand 3 others13G/A15.30%1.94M shares0.00 ppfrom 15.30%Dec 31, 2025SEC
Feb 5, 20265:21 PM ETBrown Advisory Incand 3 others13G15.30%1.94M sharesNewFeb 4, 2026SEC
Jan 29, 202611:30 AM ETFranklin Resources Incand 3 others13G7.90%997.5K sharesNewDec 31, 2025SEC
Jan 20, 20269:45 AM ETRoyce & Associates LP13G6.08%769.3K sharesNewDec 31, 2025SEC
Jan 7, 20269:51 AM ETJPMorgan Chase & Co13G14.00%1.77M sharesNewDec 31, 2025SEC
Dec 29, 20254:05 PM ETDurable Capital Partners LP13G13.20%1.67M sharesNewDec 17, 2025SEC

Form 144: proposed insider sales

Notices from officers, directors and other affiliates planning to sell Andersen Group Inc. shares.

No Form 144 notices for Andersen Group Inc. are on file.