ANDG · Andersen Group Inc.
$42.76
-0.61 (-1.41%)
At close · Jul 24
Market Cap
$4.84B
Shares
112.93M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 72
Total Value: $430,609,590
Total Shares: 15,814,840
Institutional Ownership Trend
3 quarters
Superinvestors Holding ANDG
All superinvestors →Holder Concentration
Across 66 13F filersTop Holder
15.5%
of institutional value
Top 5
54.4%
of institutional value
Top 10
77.2%
of institutional value
HHI
775
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Large BROWN ADVISORY INC | $66,349,720 | 15.41% | 2,439,328 | Shares | Defined | 2026-05-15 | ||||
| Mega JPMORGAN CHASE & CO | $50,580,575 | 11.75% | 1,859,580 | Shares | Defined | 2026-05-13 | ||||
| Mid Durable Capital Partners LP | $45,437,192 | 10.55% | 1,670,485 | Shares | Sole | 2026-05-15 | ||||
| Mid ROYCE & ASSOCIATES LP | $38,317,048 | 8.90% | 1,408,715 | Shares | Sole | 2026-05-12 | ||||
| Mid J. Goldman & Co LP | $32,640,000 | 7.58% | 1,200,000 | Shares | Sole | 2026-05-15 | ||||
| Mega FRANKLIN RESOURCES INC | $30,744,784 | 7.14% | 1,130,323 | Shares | Defined | 2026-05-13 | ||||
| Large BAMCO INC /NY/ | $24,484,052 | 5.69% | 900,149 | Shares | Defined | 2026-05-15 | ||||
| Large Driehaus Capital Management LLC | $15,237,630 | 3.54% | 560,207 | Shares | Sole | 2026-05-15 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $13,866,532 | 3.22% | 509,799 | Shares | Defined | 2026-05-15 | ||||
| Mid SEVEN GRAND MANAGERS, LLC | $13,600,000 | 3.16% | 500,000 | Shares | Sole | 2026-05-06 | ||||
| Mid Telemark Asset Management, LLC | $13,600,000 | 3.16% | 500,000 | Shares | Sole | 2026-05-12 | ||||
| Mega CITADEL ADVISORS LLC | $10,336,924 | 2.40% | 380,034 | Shares | Defined | 2026-05-15 | ||||
| Large Alyeska Investment Group, L.P. | $6,120,000 | 1.42% | 225,000 | Shares | Sole | 2026-05-15 | ||||
| Large Russell Investments Group, Ltd. | $6,023,900 | 1.40% | 221,467 | Shares | Defined | 2026-05-08 | ||||
| Mid Ghisallo Capital Management LLC | $5,440,000 | 1.26% | 200,000 | Shares | Sole | 2026-05-15 | ||||
| Mega BlackRock, Inc. | $5,199,225 | 1.21% | 191,148 | Shares | Sole | 2026-05-13 | ||||
| Mid ArrowMark Colorado Holdings LLC | $4,871,683 | 1.13% | 179,106 | Shares | Sole | 2026-05-15 | ||||
| Large TEACHER RETIREMENT SYSTEM OF TEXAS Pension | $4,488,000 | 1.04% | 165,000 | Shares | Sole | 2026-04-30 | ||||
| Mid Burkehill Global Management, LP | $4,080,000 | 0.95% | 150,000 | Shares | Sole | 2026-05-15 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $3,910,761 | 0.91% | 143,778 | Shares | Defined | 2026-05-15 | ||||
| Large Allspring Global Investments Holdings, LLC | $3,559,283 | 0.83% | 130,856 | Shares | Defined | 2026-05-05 | ||||
| Large SEI INVESTMENTS CO | $3,308,852 | 0.77% | 121,649 | Shares | Sole | 2026-05-13 | ||||
| Mega UBS Group AG | $2,393,381 | 0.56% | 87,992 | Shares | Defined | 2026-05-05 | ||||
| Mega TWO SIGMA INVESTMENTS, LP | $2,158,864 | 0.50% | 79,370 | Shares | Sole | 2026-05-15 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $2,125,598 | 0.49% | 78,147 | Shares | Defined | 2026-05-08 | ||||
| Large Freestone Grove Partners LP | $1,816,824 | 0.42% | 66,795 | Shares | Sole | 2026-05-15 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $1,686,400 | 0.39% | 62,000 | Shares | Sole | 2026-05-14 | ||||
| Small Hound Partners, LLC | $1,632,000 | 0.38% | 60,000 | Shares | Defined | 2026-05-15 | ||||
| Mid SOROS FUND MANAGEMENT LLC | $1,360,000 | 0.32% | 50,000 | Shares | Sole | 2026-05-15 | ||||
| Large Woodline Partners LP | $1,360,000 | 0.32% | 50,000 | Shares | Sole | 2026-05-15 | ||||
| Mid XTX Topco Ltd | $1,300,404 | 0.30% | 47,809 | Shares | Defined | 2026-05-15 | ||||
| Mid READYSTATE ASSET MANAGEMENT LP | $1,088,000 | 0.25% | 40,000 | Shares | Sole | 2026-05-15 | ||||
| Mid Y-Intercept (Hong Kong) Ltd | $1,074,755 | 0.25% | 28,493 | Shares | Sole | 2026-07-14 | ||||
| Mega STATE STREET CORP | $1,036,320 | 0.24% | 38,100 | Shares | Defined | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $744,491 | 0.17% | 27,371 | Shares | Defined | 2026-05-14 | ||||
| Small Polymer Capital Management (US) LLC | $690,880 | 0.16% | 25,400 | Shares | Sole | 2026-05-14 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $680,163 | 0.16% | 25,006 | Shares | Defined | 2026-05-14 | ||||
| Mega JANE STREET GROUP, LLC | $650,161 | 0.15% | 23,903 | Shares | Defined | 2026-05-12 | ||||
| Mid Limestone Investment Advisors LP | $636,616 | 0.15% | 23,405 | Shares | Sole | 2026-05-15 | ||||
| Mega Bank of New York Mellon Corp Bank | $506,898 | 0.12% | 18,636 | Shares | Defined | 2026-05-05 | ||||
| Large DAVENPORT & Co LLC | $495,301 | 0.12% | 13,131 | Shares | Sole | 2026-07-13 | ||||
| Mid Quantbot Technologies LP | $490,416 | 0.11% | 18,030 | Shares | Sole | 2026-05-13 | ||||
| Large Schonfeld Strategic Advisors LLC | $460,142 | 0.11% | 16,917 | Shares | Sole | 2026-05-15 | ||||
| Large NATIXIS ADVISORS, LLC | $376,556 | 0.09% | 13,844 | Shares | Defined | 2026-05-13 | ||||
| Mega MORGAN STANLEY | $375,004 | 0.09% | 13,787 | Shares | Defined | 2026-05-15 | ||||
| Large Corient Private Wealth LLC | $374,272 | 0.09% | 13,760 | Shares | Sole | 2026-05-15 | ||||
| Large JONES FINANCIAL COMPANIES LLLP | $374,190 | 0.09% | 13,757 | Shares | Sole | 2026-05-15 | ||||
| Large MARSHALL WACE, LLP | $373,238 | 0.09% | 13,722 | Shares | Other | 2026-05-15 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $349,574 | 0.08% | 12,852 | Shares | Defined | 2026-05-18 | ||||
| Mid Engineers Gate Manager LP | $320,171 | 0.07% | 11,771 | Shares | Sole | 2026-05-15 | ||||
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $272,108 | 0.06% | 10,004 | Shares | Sole | 2026-05-15 | ||||
| Mid Covalis Capital LLP | $272,000 | 0.06% | 10,000 | Shares | Sole | 2026-05-15 | ||||
| Mega MILLENNIUM MANAGEMENT LLC | $236,313 | 0.05% | 8,688 | Shares | Sole | 2026-05-15 | ||||
| Mid Allworth Financial LP | $163,200 | 0.04% | 6,000 | Shares | Sole | 2026-05-15 | ||||
| Mega Vanguard Global Advisers, LLC | $163,172 | 0.04% | 5,999 | Shares | Defined | 2026-05-08 | ||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $107,955 | 0.03% | 3,969 | Shares | Defined | 2026-05-08 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $104,366 | 0.02% | 3,837 | Shares | Defined | 2026-05-12 | ||||
| Mega WELLS FARGO & COMPANY/MN | $45,831 | 0.01% | 1,685 | Shares | Defined | 2026-05-11 | ||||
| Small Parkside Financial Bank & Trust Bank | $20,291 | 0.00% | 746 | Shares | Sole | 2026-05-13 | ||||
| Large BESSEMER GROUP INC | $18,604 | 0.00% | 684 | Shares | Defined | 2026-05-06 | ||||
| Large FIFTH THIRD BANCORP Bank | $14,715 | 0.00% | 541 | Shares | Defined | 2026-05-01 | ||||
| Large OSAIC HOLDINGS, INC. | $13,600 | 0.00% | 500 | Shares | Defined | 2026-05-15 | ||||
| Mid GAMMA Investing LLC | $12,447 | 0.00% | 330 | Shares | Defined | 2026-07-07 | ||||
| Mega BARCLAYS PLC | $9,547 | 0.00% | 351 | Shares | Defined | 2026-05-15 | ||||
| Small Grove Bank & Trust Bank | $9,430 | 0.00% | 250 | Shares | Defined | 2026-07-07 | ||||
| Micro American Capital Advisory, LLC | $6,446 | 0.00% | 237 | Shares | Sole | 2026-04-29 | ||||
| Mid FIRST HORIZON CORP | $4,526 | 0.00% | 120 | Shares | Defined | 2026-07-20 | ||||
| Small Caitong International Asset Management Co., Ltd | $2,856 | 0.00% | 105 | Shares | Sole | 2026-05-11 | ||||
| Mega ROYAL BANK OF CANADA Bank | $2,720 | 0.00% | 100 | Shares | Defined | 2026-05-15 | ||||
| Micro ENTRUST FINANCIAL LLC | $1,659 | 0.00% | 44 | Shares | Sole | 2026-07-20 | ||||
| Small Atlantic Edge Private Wealth Management, LLC | $943 | 0.00% | 25 | Shares | Sole | 2026-07-23 | ||||
| Large Rockefeller Capital Management L.P. | $81 | 0.00% | 3 | Shares | Defined | 2026-05-14 | ||||
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