Andersen ANDG Institutional Ownership

NYSE ANDG

$57.53 +3.13 (+5.76%)

As of: Oct 1, 2026 · 3:59 PM EDT

Institutions by Trading Activity

88 Institutions

Increased 64 72.7%

Unchanged 11 12.5%

Reduced 13 14.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

125.46%

▲+0.78 pp QoQ

Shares Held by Institutions

16.64Mn

of 13.26Mn outstanding

▲+9.25% QoQ

Shares Outstanding

13.26Mn

-3.38Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+22 vs prior quarter

Net Shares Added (QoQ)

+1.41Mn

accumulated since last quarter

Value of Holdings

$903.27Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Andersen Group Inc. (NYSE:ANDG) has 88 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 125.5% of Andersen's outstanding shares in June 2026, up from 124.7% in March 2026.
Their total shares held in ANDG increased 9.25% quarter over quarter, and separately, investors owning Andersen stayed flat from a year ago.
Of these 88 funds, 64 grew their exposure to Andersen, 13 cut back, and 11 maintained positions.
Altogether, these fund groups held 16.64Mn shares in ANDG by June 2026, up by 1.41Mn shares quarter on quarter, and with no net change year over year.
BROWN ADVISORY INC leads ownership in ANDG with 2.17Mn shares as of June 30, 2026, equal to 16.33% of outstanding shares.
The biggest buyers of Andersen for the quarter ending June 2026 included KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (898.63K), Azora Capital LP (223.0K), UBS Group AG (222.07K), TWO SIGMA INVESTMENTS, LP (159.6K), TUDOR INVESTMENT CORP ET AL (145.27K).
Leading sellers of Andersen shares for the quarter ending June 2026 were Jpmorgan Chase & Co (446.76K), J. Goldman & Co LP (399.4K), BROWN ADVISORY INC (273.68K), ROYCE & ASSOCIATES LP (271.13K), Franklin Templeton Inc (225.78K).
Per Business Quant data, the top 10 holders of Andersen for the quarter ending June 2026 are BROWN ADVISORY INC (2.17Mn), Durable Capital Partners LP (1.67Mn), Jpmorgan Chase & Co (1.41Mn), ROYCE & ASSOCIATES LP (1.14Mn), Franklin Templeton Inc (904.54K), BAMCO INC /NY/ (901.87K), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (898.63K), J. Goldman & Co LP (800.6K), DRIEHAUS CAPITAL MANAGEMENT LLC (562.11K), VANGUARD CAPITAL MANAGEMENT LLC (511.83K).

Form 13F Holdings

88 Institutional Holders

Report period 30 Jun, 2026

Total shares held 16.64Mn

Of outstanding 125.46%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BROWN ADVISORY INC	0001345929	2,165,645	16.33%	▼273,683	-11.22%	$81.69Mn
2	Durable Capital Partners LP	0001798849	1,670,485	12.60%	0	0.00%	$63.01Mn
3	Jpmorgan Chase & Co	0000019617	1,412,823	10.65%	▼446,757	-24.02%	$53.59Mn
4	ROYCE & ASSOCIATES LP	0000906304	1,137,586	8.58%	▼271,129	-19.25%	$42.91Mn
5	Franklin Templeton Inc	0000038777	904,544	6.82%	▼225,779	-19.97%	$34.12Mn
6	BAMCO INC /NY/	0001017918	901,874	6.80%	▲1,725	+0.19%	$34.02Mn
7	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	898,626	6.78%	▲898,626	0.00%	$33.90Mn
8	J. Goldman & Co LP	0001412741	800,605	6.04%	▼399,395	-33.28%	$30.20Mn
9	DRIEHAUS CAPITAL MANAGEMENT LLC	0000938206	562,112	4.24%	▲1,905	+0.34%	$21.20Mn
10	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	511,827	3.86%	▲2,028	+0.40%	$19.31Mn
11	Telemark Asset Management, LLC	0001420816	500,000	3.77%	0	0.00%	$18.86Mn
11	SEVEN GRAND MANAGERS, LLC	0001909126	500,000	3.77%	0	0.00%	$18.86Mn
12	CITADEL ADVISORS LLC	0001423053	394,866	2.98%	▲14,832	+3.90%	$14.89Mn
13	UBS Group AG	0001610520	310,065	2.34%	▲222,073	+252.38%	$11.70Mn
14	Russell Investments Group, Ltd.	0001692234	239,916	1.81%	▲18,449	+8.33%	$9.05Mn
15	TWO SIGMA INVESTMENTS, LP	0001179392	238,973	1.80%	▲159,603	+201.09%	$9.01Mn
16	BlackRock, Inc.	0002012383	226,203	1.71%	▲35,055	+18.34%	$8.53Mn
17	Azora Capital LP	0001700272	222,996	1.68%	▲222,996	0.00%	$8.41Mn
18	ArrowMark Colorado Holdings LLC	0001483859	219,369	1.65%	▲40,263	+22.48%	$8.27Mn
19	Ghisallo Capital Management LLC	0001825214	200,000	1.51%	0	0.00%	$7.54Mn

Showing 1 to 20 of 88 holders