Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Andersen Group Inc.

CIK 0002065708ANDG· quarter ending 2026-06-30

Shares outstanding

112,988,453

as of 2026-08-05 · 10-Q cover page, filed 2026-08-12

Held by 13F filers

16,631,173

122.2% of Common Class A

Holders

+21 vs 2026-03-31 · 31 new, 10 exited

Value

$627.5M

shares +5.4% vs prior quarter

13F holdings exceed the share count. This is normal for heavily shorted stocks: shares lent to short sellers are reported by the lender and again by whoever bought them. Related filers occasionally report the same position twice as well.

Share classes (cover page of the 10-Q filed 2026-08-12, as of 2026-08-05)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	ANDG · NYSE	13,613,285	16,631,173	122.2%	87	033853102
Common Class B	not listed	99,375,168	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	033853102	CL A	87	16,631,173	13,613,285	122.2%	$627.5M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (87 of 87 · 033853102)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BROWN ADVISORY INC	2,165,645	15.91%	$81.7M	-273,683 (-11.2%)
2	Durable Capital Partners LP	1,670,485	12.27%	$63.0M	—
3	JPMORGAN CHASE & CO	1,412,823	10.38%	$53.6M	-446,757 (-24.0%)
4	ROYCE & ASSOCIATES LP	1,137,586	8.36%	$42.9M	-271,129 (-19.2%)
5	FRANKLIN RESOURCES INC	904,544	6.64%	$34.1M	-225,779 (-20.0%)
6	BAMCO INC /NY/	901,874	6.62%	$34.0M	+1,725 (+0.2%)
7	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	898,626	6.60%	$33.9M	NEW
8	J. Goldman & Co LP	800,605	5.88%	$30.2M	-399,395 (-33.3%)
9	Driehaus Capital Management LLC	562,112	4.13%	$21.2M	+1,905 (+0.3%)
10	VANGUARD CAPITAL MANAGEMENT LLC	511,827	3.76%	$19.3M	+2,028 (+0.4%)
11	SEVEN GRAND MANAGERS, LLC	500,000	3.67%	$18.9M	—
12	Telemark Asset Management, LLC	500,000	3.67%	$18.9M	—
13	CITADEL ADVISORS LLC	394,866	2.90%	$14.9M	+14,832 (+3.9%)
14	UBS Group AG	310,065	2.28%	$11.7M	+222,073 (+252.4%)
15	Russell Investments Group, Ltd.	239,916	1.76%	$9.0M	+18,449 (+8.3%)
16	TWO SIGMA INVESTMENTS, LP	238,973	1.76%	$9.0M	+159,603 (+201.1%)
17	BlackRock, Inc.	226,203	1.66%	$8.5M	+35,055 (+18.3%)
18	Azora Capital LP	222,996	1.64%	$8.4M	NEW
19	ArrowMark Colorado Holdings LLC	219,369	1.61%	$8.3M	+40,263 (+22.5%)
20	Ghisallo Capital Management LLC	200,000	1.47%	$7.5M	—
21	TEACHER RETIREMENT SYSTEM OF TEXAS	165,000	1.21%	$6.2M	—
22	Burkehill Global Management, LP	150,000	1.10%	$5.7M	—
23	GEODE CAPITAL MANAGEMENT, LLC	146,971	1.08%	$5.5M	+3,193 (+2.2%)
24	JONES FINANCIAL COMPANIES LLLP	146,667	1.08%	$5.4M	+132,910 (+966.1%)
25	NATIXIS ADVISORS, LLC	146,457	1.08%	$5.5M	+132,613 (+957.9%)
26	TUDOR INVESTMENT CORP ET AL	145,271	1.07%	$5.5M	NEW
27	MORGAN STANLEY	121,731	0.89%	$4.6M	+107,944 (+782.9%)
28	RENAISSANCE TECHNOLOGIES LLC	116,700	0.86%	$4.4M	+54,700 (+88.2%)
29	MILLENNIUM MANAGEMENT LLC	97,047	0.71%	$3.7M	+88,359 (+1017.0%)
30	JANE STREET GROUP, LLC	85,906	0.63%	$3.2M	+62,003 (+259.4%)
31	VANGUARD FIDUCIARY TRUST CO	82,349	0.60%	$3.1M	+4,202 (+5.4%)
32	SEI INVESTMENTS CO	80,341	0.59%	$3.0M	-41,308 (-34.0%)
33	GOLDMAN SACHS GROUP INC	75,463	0.55%	$2.8M	NEW
34	SOROS FUND MANAGEMENT LLC	72,600	0.53%	$2.7M	+22,600 (+45.2%)
35	Point72 Asset Management, L.P.	70,663	0.52%	$2.7M	NEW
36	WELLS FARGO & COMPANY/MN	69,801	0.51%	$2.6M	+68,116 (+4042.5%)
37	STATE STREET CORP	61,800	0.45%	$2.3M	+23,700 (+62.2%)
38	Voleon Capital Management LP	61,376	0.45%	$2.3M	NEW
39	Hound Partners, LLC	60,000	0.44%	$2.3M	—
40	ENVESTNET ASSET MANAGEMENT INC	56,507	0.42%	$2.1M	NEW
41	Bank of New York Mellon Corp	54,302	0.40%	$2.0M	+35,666 (+191.4%)
42	BANK OF AMERICA CORP /DE/	45,623	0.34%	$1.7M	+32,771 (+255.0%)
43	FIRST TRUST ADVISORS LP	42,989	0.32%	$1.6M	NEW
44	NORTHERN TRUST CORP	41,642	0.31%	$1.6M	+14,271 (+52.1%)
45	MARSHALL WACE, LLP	38,848	0.29%	$1.5M	+25,126 (+183.1%)
46	BNP PARIBAS FINANCIAL MARKETS	33,096	0.24%	$1.2M	+29,259 (+762.5%)
47	VICTORY CAPITAL MANAGEMENT INC	29,968	0.22%	$1.1M	NEW
48	Y-Intercept (Hong Kong) Ltd	28,493	0.21%	$1.1M	NEW
49	Trexquant Investment LP	27,442	0.20%	$1.0M	NEW
50	RAYMOND JAMES FINANCIAL INC	24,717	0.18%	$932K	-289 (-1.2%)
51	Corient Private Wealth LP	23,005	0.17%	$868K	+9,245 (+67.2%)
52	D. E. Shaw & Co., Inc.	17,986	0.13%	$678K	NEW
53	XTX Topco Ltd	17,518	0.13%	$661K	-30,291 (-63.4%)
54	Squarepoint Ops LLC	15,707	0.12%	$592K	NEW
55	STIFEL FINANCIAL CORP	15,443	0.11%	$583K	NEW
56	READYSTATE ASSET MANAGEMENT LP	15,000	0.11%	$566K	-25,000 (-62.5%)
57	Quantbot Technologies LP	13,207	0.10%	$498K	-4,823 (-26.7%)
58	DAVENPORT & Co LLC	13,131	0.10%	$495K	NEW
59	HRT FINANCIAL LP	11,561	0.08%	$436K	NEW
60	OCCUDO QUANTITATIVE STRATEGIES LP	11,148	0.08%	$421K	NEW
61	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	10,007	0.07%	$377K	+3 (+0.0%)
62	GSA CAPITAL PARTNERS LLP	9,675	0.07%	$365K	NEW
63	Walleye Capital LLC	9,320	0.07%	$352K	NEW
64	Schonfeld Strategic Advisors LLC	8,833	0.06%	$333K	-8,084 (-47.8%)
65	ROYAL BANK OF CANADA	6,725	0.05%	$254K	+6,625 (+6625.0%)
66	BARCLAYS PLC	6,176	0.05%	$233K	+5,825 (+1659.5%)
67	Allworth Financial LP	6,000	0.04%	$226K	—
68	Bank Julius Baer & Co. Ltd, Zurich	5,000	0.04%	$189K	NEW
69	Vanguard Global Advisers, LLC	4,609	0.03%	$174K	-1,390 (-23.2%)
70	PNC Financial Services Group, Inc.	4,203	0.03%	$159K	+234 (+5.9%)
71	Aster Capital Management (DIFC) Ltd	3,338	0.02%	$126K	NEW
72	FIFTH THIRD BANCORP	1,563	0.01%	$59K	+1,022 (+188.9%)
73	Parkside Financial Bank & Trust	746	0.01%	$28K	—
74	BESSEMER GROUP INC	684	0.01%	$26K	—
75	HUNTINGTON NATIONAL BANK	674	0.00%	$25K	NEW
76	CITIGROUP INC	404	0.00%	$15K	NEW
77	GAMMA Investing LLC	330	0.00%	$12K	NEW
78	Grove Bank & Trust	250	0.00%	$9K	NEW
79	American Capital Advisory, LLC	237	0.00%	$9K	—
80	FIRST HORIZON CORP	120	0.00%	$5K	NEW
81	Global Retirement Partners, LLC	100	0.00%	$4K	NEW
82	FMR LLC	44	0.00%	$2K	NEW
83	ENTRUST FINANCIAL LLC	44	0.00%	$2K	NEW
84	Caitong International Asset Management Co., Ltd	42	0.00%	$2K	-63 (-60.0%)
85	Arax Advisory Partners	25	0.00%	$943	NEW
86	Atlantic Edge Private Wealth Management, LLC	25	0.00%	$943	NEW
87	Rockefeller Capital Management L.P.	8	0.00%	$302	+5 (+166.7%)

Exited since 2026-03-31 (10 filers; largest 10 shown)

Alyeska Investment Group, L.P.	−225,000
Allspring Global Investments Holdings, LLC	−130,856
Freestone Grove Partners LP	−66,795
Woodline Partners LP	−50,000
Polymer Capital Management (US) LLC	−25,400
Limestone Investment Advisors LP	−23,405
Engineers Gate Manager LP	−11,771
Covalis Capital LLP	−10,000
OSAIC HOLDINGS, INC.	−500
Richardson Capital Management LLC	−62

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
SIGNATURE FINANCIAL MANAGEMENT, INC.	SCHEDULE 13G/A	2026-10-07	2026-09-30	0	0.01%
BROWN ADVISORY INC	SCHEDULE 13G/A	2026-10-07	2026-09-30	0	10.72%
BROWN ADVISORY LLC	SCHEDULE 13G/A	2026-10-07	2026-09-30	0	10.65%
BROWN ADVISORY LTD	SCHEDULE 13G/A	2026-10-07	2026-09-30	0	0%
BROWN INVESTMENT ADVISORY & TRUST CO	SCHEDULE 13G/A	2026-10-07	2026-09-30	0	0.06%
Jay G. Goldman	SCHEDULE 13G/A	2026-08-14	2026-06-30	800,605	5.94%
J. Goldman & Co LP	SCHEDULE 13G/A	2026-08-14	2026-06-30	800,605	5.94%
J. Goldman Capital Management, Inc.	SCHEDULE 13G/A	2026-08-14	2026-06-30	800,605	5.94%
Kayne Anderson Rudnick Investment Management, LLC	SCHEDULE 13G	2026-08-13	2026-06-30	898,626	6.7%
DRIEHAUS CAPITAL MANAGEMENT LLC	SCHEDULE 13G	2026-08-05	2026-07-31	1,412,934	10.49%
Telemark Fund LP	SCHEDULE 13G	2026-08-03	2026-07-28	720,000	5.3%
Telemark Asset Management, LLC	SCHEDULE 13G	2026-08-03	2026-07-28	720,000	5.3%
Colin S. McNay	SCHEDULE 13G	2026-08-03	2026-07-28	720,000	5.3%
ROYCE & ASSOCIATES LP	SCHEDULE 13G/A	2026-07-30	2026-06-30	1,137,589	8.44%
Rupert H. Johnson, Jr.	SCHEDULE 13G/A	2026-07-28	2026-06-30	0	0%
Charles B. Johnson	SCHEDULE 13G/A	2026-07-28	2026-06-30	0	0%
Franklin Resources, Inc.	SCHEDULE 13G/A	2026-07-28	2026-06-30	904,544	6.7%
Franklin Advisers, Inc.	SCHEDULE 13G/A	2026-07-28	2026-06-30	904,544	6.7%
JPMORGAN CHASE & CO.	SCHEDULE 13G/A	2026-07-27	2026-06-30	1,412,823	10.4%
Baron Small Cap Fund	SCHEDULE 13G	2026-05-15	2026-03-31	900,000	7.11%
Baron Capital Management, Inc.	SCHEDULE 13G	2026-05-15	2026-03-31	0	0%
BAMCO INC /NY/	SCHEDULE 13G	2026-05-15	2026-03-31	900,149	7.12%
Ronald Baron	SCHEDULE 13G	2026-05-15	2026-03-31	900,149	7.12%
Baron Capital Group, Inc.	SCHEDULE 13G	2026-05-15	2026-03-31	900,149	7.12%
Durable Capital Partners LP	SCHEDULE 13G	2025-12-29	2025-12-17	1,670,485	13.2%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.