ANDG · Andersen Group Inc. · Shareholders & Ownership
10 customers — 5% of revenue (2025)
“our ten largest client groups combined accounted for approximately 5% of our revenue in each of 2025 and 2024”
20 customers — 10.5% of receivables (the year ended December 31, 2025)
“our 20 largest client groups accounted for 10.5% of total accounts receivable”
One customer — 1.5% of receivables (the year ended December 31, 2025)
“For the year ended December 31, 2025, our largest single client group in relation to outstanding accounts receivable accounted for 1.5% of total accounts receivable”
Every disclosed holder of ANDG in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns ANDG
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 16,608,614 | 14.70% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 96,379,839 | 85.30% |
| Registered funds (N-PORT, not summed) | 6,208,935 | 5.50% |
Shares outstanding: 112,988,453, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of ANDG
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
Driehaus Capital Management LLC
13G
CIK 938206 · Registered investment adviser · Jul 31, 2026
Rule 13d-1(b), qualified institution, not summed
|
1,412,934 | ||
| 1.1 |
Driehaus Capital Management LLC
13F
CIK 938206 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
562,112 | ||
| 1.2 |
Driehaus Micro Cap Growth Fund
Fund
S000042829 · Registered fund · Jun 30, 2026
Driehaus Mutual Funds, not summed
|
88,559 | ||
| 2 |
|
1,333,749 | ||
| 2.1 |
Durable Capital Partners LP
13F
CIK 1798849 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,670,485 | ||
| 3 |
JPMORGAN CHASE & CO
13G
CIK 19617 · Bank · Sep 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
1,278,125 | ||
| 3.1 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,412,823 | ||
| 4 |
ROYCE & ASSOCIATES LP
13F
CIK 906304 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,137,586 | ||
| 4.1 |
ROYCE & ASSOCIATES LP
13G
CIK 906304 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(d), exempt investor, not summed
|
1,137,589 | ||
| 4.2 |
Royce Small-Cap Total Return Fund
Fund
S000009510 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
555,432 | ||
| 4.3 |
Royce Small-Cap Fund
Fund
S000009507 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
219,776 | ||
| 4.4 |
Royce Smaller-Companies Growth Fund
Fund
S000009517 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
32,000 | ||
| 4.5 |
Royce SMid-Cap Total Return Fund
Fund
S000009522 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
30,613 | ||
| 5 |
FRANKLIN RESOURCES INC
13F
CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
904,544 | ||
| 5.1 |
FRANKLIN RESOURCES INC
13G
CIK 38777 · Investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
904,544 | ||
| 5.2 |
Franklin Small Cap Growth Fund
Fund
S000006889 · Registered fund · Jul 31, 2026
Franklin Strategic Series, not summed
|
700,595 | ||
| 6 |
BAMCO INC /NY/
13F
CIK 1017918 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
901,874 | ||
| 6.1 |
BARON SMALL CAP FUND
Fund
S000000584 · Registered fund · Jun 30, 2026
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
|
900,000 | ||
| 7 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13F
CIK 1021223 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
898,626 | ||
| 7.1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
13G
CIK 1021223 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
898,626 | ||
| 8 |
J. Goldman & Co LP
13F
CIK 1412741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
800,605 | ||
| 8.1 |
J. Goldman & Co LP
13G
CIK 1412741 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
800,605 | ||
| 9 |
Telemark Asset Management, LLC
13G
CIK 1420816 · Unknown · Jul 28, 2026
Rule 13d-1(c), passive investor, not summed
|
720,000 | ||
| 9.1 |
Telemark Asset Management, LLC
13F
CIK 1420816 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
500,000 | ||
| 10 |
JPMorgan Value Advantage Fund
Fund
S000002796 · Registered fund · Jun 30, 2026
JPMorgan Trust I, not summed
|
576,625 | ||
| 11 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
511,827 | ||
| 12 |
SEVEN GRAND MANAGERS, LLC
13F
CIK 1909126 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
500,000 | ||
| 13 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
394,866 | ||
| 14 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
344,004 | ||
| 15 |
SmallCap Growth Fund I
Fund
S000007175 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
342,926 | ||
| 16 |
JPMorgan Small Cap Equity Fund
Fund
S000002794 · Registered fund · Jun 30, 2026
JPMorgan Trust I, not summed
|
316,860 | ||
| 17 |
|
310,065 | ||
| 18 |
ROYCE SMALL-CAP TRUST, INC.
Fund
· Registered fund · Jun 30, 2026
ROYCE SMALL-CAP TRUST, INC., not summed
|
272,032 | ||
| 19 |
Russell Investments Group, Ltd.
13F
CIK 1692234 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
239,916 | ||
| 19.1 |
Tax-Managed U.S. Mid & Small Cap Fund
Fund
S000001571 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
163,998 | ||
| 20 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
238,973 | ||
| 21 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
226,203 | ||
| 21.1 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
27,949 | ||
| 22 |
Azora Capital LP
13F
CIK 1700272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
222,996 | ||
| 23 |
ArrowMark Colorado Holdings LLC
13F
CIK 1483859 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
219,369 | ||
| 23.1 |
Meridian Growth Fund
Fund
S000001462 · Registered fund · Jun 30, 2026
Meridian Fund Inc, not summed
|
69,250 | ||
| 23.2 |
Meridian Small Cap Growth Fund
Fund
S000042770 · Registered fund · Jun 30, 2026
Meridian Fund Inc, not summed
|
69,059 | ||
| 24 |
Ghisallo Capital Management LLC
13F
CIK 1825214 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
200,000 | ||
| 25 |
Virtus KAR Small-Cap Value Fund
Fund
S000021181 · Registered fund · Jun 30, 2026
Virtus Equity Trust, not summed
|
176,291 | ||
| 26 |
TEACHER RETIREMENT SYSTEM OF TEXAS
13F
CIK 796848 · Pension or benefit plan · Jun 30, 2026
carried, not yet filed for the newest quarter
|
165,000 | ||
| 27 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
156,086 | ||
| 28 |
Burkehill Global Management, LP
13F
CIK 1904549 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
150,000 | ||
| 29 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
146,971 | ||
| 30 |
JONES FINANCIAL COMPANIES LLLP
13F
CIK 815917 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
146,667 | ||
| 31 |
NATIXIS ADVISORS, LLC
13F
CIK 1018331 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
146,457 | ||
| 32 |
TUDOR INVESTMENT CORP ET AL
13F
CIK 923093 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
145,271 | ||
| 33 |
NYLIM VP Small Cap Growth Portfolio
Fund
S000033926 · Registered fund · Jun 30, 2026
NYLIM VP FUNDS TRUST, not summed
|
133,321 | ||
| 34 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
121,731 | ||
| 35 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
116,700 | ||
| 36 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
97,047 | ||
| 37 |
Blackstone Alternative Multi-Strategy Fund
Fund
S000045538 · Registered fund · Jun 30, 2026
Blackstone Alternative Investment Funds, not summed
|
92,782 | ||
| 38 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
85,906 | ||
| 39 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
82,349 | ||
| 40 |
SEI INVESTMENTS CO
13F
CIK 350894 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
80,341 | ||
| 41 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
75,463 | ||
| 41.1 |
Goldman Sachs U.S. Tax-Managed Equity Fund
Fund
S000009340 · Registered fund · Jun 30, 2026
Goldman Sachs Trust, not summed
|
16,382 | ||
| 41.2 |
Multi-Manager U.S. Small Cap Equity Fund
Fund
S000051363 · Registered fund · Apr 30, 2026
Goldman Sachs Trust II, not summed
|
16,094 | ||
| 41.3 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
1,677 | ||
| 42 |
SOROS FUND MANAGEMENT LLC
13F
CIK 1029160 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
72,600 | ||
| 43 |
Point72 Asset Management, L.P.
13F
CIK 1603466 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
70,663 | ||
| 44 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
69,801 | ||
| 45 |
|
61,800 | ||
| 46 |
Voleon Capital Management LP
13F
CIK 1479847 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
61,376 | ||
| 47 |
Hound Partners, LLC
13F
CIK 1353316 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
60,000 | ||
| 48 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56,507 | ||
| 49 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
54,302 | ||
| 49.1 |
BNY Mellon US Small Cap Core Equity ETF
Fund
S000067262 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
483 | ||
| 50 |
Column Small Cap Select Fund
Fund
S000082920 · Registered fund · Aug 31, 2026
Trust for Professional Managers, not summed
|
46,680 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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