ANDERSEN GROUP INC (ANDG)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
84
Reporting holders
$622.4M
Reported value
0.0%
Held as options
+20
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BROWN ADVISORY INC | $81.7M | 2,165,645 | 0.13% | 3q | -11.2%-$10.3M |
| Durable Capital Partners LP | $63.0M | 1,670,485 | 0.61% | 3q | HELD |
| JPMORGAN CHASE & CO | $53.6M | 1,412,823 | 0.00% | 3q | -24.0%-$16.9M |
| ROYCE & ASSOCIATES LP | $42.9M | 1,137,586 | 0.35% | 3q | -19.2%-$10.2M |
| FRANKLIN RESOURCES INC | $34.1M | 904,544 | 0.01% | 3q | -20.0%-$8.5M |
| BAMCO INC /NY/ | $34.0M | 901,874 | 0.05% | 3q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $33.9M | 898,626 | 0.11% | new | NEW |
| J. Goldman & Co LP | $30.2M | 800,605 | 0.78% | 3q | -33.3%-$15.1M |
| Driehaus Capital Management LLC | $21.2M | 562,112 | 0.12% | 3q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $19.3M | 511,827 | 0.00% | 2q | HELD |
| Telemark Asset Management, LLC | $18.9M | 500,000 | 1.36% | 3q | HELD |
| SEVEN GRAND MANAGERS, LLC | $18.9M | 500,000 | 0.76% | 3q | HELD |
| CITADEL ADVISORS LLC | $14.9M | 394,866 | 0.00% | 3q | +3.9%+$559.5K |
| UBS Group AG | $11.7M | 310,065 | 0.00% | 3q | +252.4%+$8.4M |
| Russell Investments Group, Ltd. | $9.0M | 239,916 | 0.01% | 3q | +8.3%+$695.9K |
| TWO SIGMA INVESTMENTS, LP | $9.0M | 238,973 | 0.01% | 3q | +201.1%+$6.0M |
| BlackRock, Inc. | $8.5M | 226,203 | 0.00% | 2q | +18.3%+$1.3M |
| Azora Capital LP | $8.4M | 222,996 | 0.35% | new | NEW |
| ArrowMark Colorado Holdings LLC | $8.3M | 219,369 | 0.34% | 3q | +22.5%+$1.5M |
| Ghisallo Capital Management LLC | $7.5M | 200,000 | 0.15% | 3q | HELD |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $6.2M | 165,000 | 0.02% | 3q | HELD |
| Burkehill Global Management, LP | $5.7M | 150,000 | 0.20% | 3q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $5.5M | 146,971 | 0.00% | 2q | +2.2%+$120.5K |
| TUDOR INVESTMENT CORP ET AL | $5.5M | 145,271 | 0.01% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $5.4M | 146,667 | 0.00% | 3q | +966.1%+$4.9M |
| MORGAN STANLEY | $4.6M | 121,731 | 0.00% | 3q | +782.9%+$4.1M |
| RENAISSANCE TECHNOLOGIES LLC | $4.4M | 116,700 | 0.01% | 2q | +88.2%+$2.1M |
| MILLENNIUM MANAGEMENT LLC | $3.7M | 97,047 | 0.00% | 3q | +1017.0%+$3.3M |
| JANE STREET GROUP, LLC | $3.2M | 85,906 | 0.00% | 3q | +259.4%+$2.3M |
| VANGUARD FIDUCIARY TRUST CO | $3.1M | 82,349 | 0.00% | 2q | +5.4%+$158.5K |
| SEI INVESTMENTS CO | $3.0M | 80,341 | 0.00% | 3q | -34.0%-$1.6M |
| GOLDMAN SACHS GROUP INC | $2.8M | 75,463 | 0.00% | new | NEW |
| SOROS FUND MANAGEMENT LLC | $2.7M | 72,600 | 0.03% | 3q | +45.2%+$852.5K |
| Point72 Asset Management, L.P. | $2.7M | 70,663 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2.6M | 69,801 | 0.00% | 3q | +1971.2%+$2.5M |
| STATE STREET CORP | $2.3M | 61,800 | 0.00% | 2q | +62.2%+$894.0K |
| Voleon Capital Management LP | $2.3M | 61,376 | 0.04% | new | NEW |
| Hound Partners, LLC | $2.3M | 60,000 | 0.26% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 56,507 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $2.0M | 54,302 | 0.00% | 3q | +191.4%+$1.3M |
| Corient Private Wealth LP | $1.7M | 46,010 | 0.00% | 3q | +234.4%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $1.7M | 45,623 | 0.00% | 3q | +255.0%+$1.2M |
| FIRST TRUST ADVISORS LP | $1.6M | 42,989 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $1.6M | 41,642 | 0.00% | 2q | +52.1%+$538.3K |
| MARSHALL WACE, LLP | $1.5M | 38,848 | 0.00% | 3q | +183.1%+$947.8K |
| BNP PARIBAS FINANCIAL MARKETS | $1.2M | 33,096 | 0.00% | 2q | +762.5%+$1.1M |
| VICTORY CAPITAL MANAGEMENT INC | $1.1M | 29,968 | 0.00% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $1.1M | 28,493 | 0.02% | new | NEW |
| Trexquant Investment LP | $1.0M | 27,442 | 0.01% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $932.3K | 24,717 | 0.00% | 3q | -1.2%-$10.9K |
| D. E. Shaw & Co., Inc. | $678.4K | 17,986 | 0.00% | new | NEW |
| XTX Topco Ltd | $660.8K | 17,518 | 0.01% | 3q | -63.4%-$1.1M |
| Squarepoint Ops LLC | $592.5K | 15,707 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $582.5K | 15,443 | 0.00% | new | NEW |
| READYSTATE ASSET MANAGEMENT LP | $565.8K | 15,000 | 0.02% | 3q | -62.5%-$943.0K |
| Quantbot Technologies LP | $498.2K | 13,207 | 0.02% | 2q | -26.7%-$181.9K |
| DAVENPORT & Co LLC | $495.3K | 13,131 | 0.00% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $420.5K | 11,148 | 0.02% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $377.5K | 10,007 | 0.00% | 2q | HELD |
| Sixth Street Partners Management Company, L.P. | $377.5K | 10,007 | 0.00% | new | NEW |
| Walleye Capital LLC | $351.6K | 9,320 | 0.00% | new | NEW |
| Schonfeld Strategic Advisors LLC | $333.2K | 8,833 | 0.00% | 3q | -47.8%-$304.9K |
| ROYAL BANK OF CANADA | $254.0K | 6,725 | 0.00% | 3q | +6625.0%+$250.2K |
| BARCLAYS PLC | $233.0K | 6,176 | 0.00% | 3q | +1659.5%+$219.7K |
| Allworth Financial LP | $226.3K | 6,000 | 0.00% | 2q | HELD |
| Bank Julius Baer & Co. Ltd, Zurich | $188.6K | 5,000 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $173.9K | 4,609 | 0.00% | 2q | -23.2%-$52.4K |
| PNC Financial Services Group, Inc. | $158.5K | 4,203 | 0.00% | 3q | +5.9%+$8.8K |
| Aster Capital Management (DIFC) Ltd | $125.9K | 3,338 | 0.01% | new | NEW |
| FIFTH THIRD BANCORP | $59.0K | 1,563 | 0.00% | 2q | +188.9%+$38.6K |
| HUNTINGTON NATIONAL BANK | $25.4K | 674 | 0.00% | new | NEW |
| CITIGROUP INC | $15.2K | 404 | 0.00% | new | NEW |
| GAMMA Investing LLC | $12.4K | 330 | 0.00% | new | NEW |
| Grove Bank & Trust | $9.4K | 250 | 0.00% | new | NEW |
| American Capital Advisory, LLC | $8.9K | 237 | 0.00% | 3q | HELD |
| NATIXIS ADVISORS, LLC | $5.5K | 146,457 | 0.01% | 2q | +957.9%+$5.0K |
| FIRST HORIZON CORP | $4.5K | 120 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $3.8K | 100 | 0.00% | new | NEW |
| FMR LLC | $1.7K | 44 | 0.00% | new | NEW |
| ENTRUST FINANCIAL LLC | $1.7K | 44 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $1.6K | 42 | 0.00% | 2q | -60.0%-$2.4K |
| Arax Advisory Partners | $943 | 25 | 0.00% | new | NEW |
| Atlantic Edge Private Wealth Management, LLC | $943 | 25 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $604 | 16 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $436 | 11,561 | 0.00% | new | NEW |
| GSA CAPITAL PARTNERS LLP | $365 | 9,675 | 0.02% | new | NEW |
| Rockefeller Capital Management L.P. | $302 | 8 | 0.00% | 2q | +166.7% |
| BESSEMER GROUP INC | $26 | 684 | 0.00% | 3q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | J. Goldman & Co LPwith 2 co-filers | 5.9% |
| 2026-08-14 | 13G/A | BROWN ADVISORY INCwith 4 co-filers | 16.6% |
| 2026-08-13 | 13G | Kayne Anderson Rudnick Investment Management, LLC | 6.7% |
| 2026-08-05 | 13G | DRIEHAUS CAPITAL MANAGEMENT LLC | 10.5% |
| 2026-08-03 | 13G | Telemark Asset Management, LLCwith 2 co-filers | 5.3% |
| 2026-07-30 | 13G/A | ROYCE & ASSOCIATES LP | 8.4% |
| 2026-07-28 | 13G/A | Franklin Resources, Inc.with 3 co-filers | 6.7% |
| 2026-07-27 | 13G/A | JPMORGAN CHASE & CO. | 10.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 84 | $622.4M | 16,495,078 | 31 | 27 | 13 | 0.0% |
| Q1 2026 | 64 | $426.0M | 15,759,666 | 16 | 20 | 16 | 0.0% |
| Q4 2025 | 64 | $351.0M | 13,536,840 | 64 | 0 | 0 | 0.0% |