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Ownership

Who owns Andersen Group Inc., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

J. Goldman & Co LP, J. Goldman Capital Management, Inc., Jay G. Goldman August 14, 2026

J. Goldman & Co LP: 5.9% · 800,605 shares — J. Goldman Capital Management, Inc.: 5.9% · 800,605 shares — Jay G. Goldman: 5.9% · 800,605 shares

BROWN ADVISORY INC, BROWN INVESTMENT ADVISORY & TRUST CO, BROWN ADVISORY LLC August 14, 2026

BROWN ADVISORY INC: 16.6% · 2,241,090 shares — BROWN INVESTMENT ADVISORY & TRUST CO: 0.1% · 10,183 shares — BROWN ADVISORY LLC: 16.6% · 2,229,281 shares

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Super investors holding ANDG

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Andersen Group Inc. they hold. Together these 111 managers report 135.35% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
BROWN ADVISORY INC $81.7M 2,165,645 0.13% 16.33% June 30, 2026
Durable Capital Partners LP $63M 1,670,485 0.61% 12.60% June 30, 2026

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Funds holding ANDG

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 56 funds hold 48.56% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
BARON SMALL CAP FUND $33.9M 1.19% 6.79% June 30, 2026
Franklin Small Cap Growth Fund $33.7M 1.38% 7.18% April 30, 2026

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