$ANDG

$63.62 -$0.56 (0.87%) Close

$ANDG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 13.3M shares outstanding

Who owns ANDG?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 82.7%

Brown Advisory Inc 16.3% · Jpmorgan Chase & Co 10.7%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

+21 vs last qtr

Net shares bought

+858.7K

by institutions in Q2 2026

New / sold out

31 / 10

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Kayne Anderson Rudnick Investment Management LLC NEW +898.6K
Azora Capital LP NEW +223.0K

Biggest sellers in Q2 2026

Jpmorgan Chase & Co −446.8K
J. Goldman & Co LP −399.4K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Andersen Group Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Andersen Group Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

17.1%

of institutional shares changed hands

Top 10 managers, median time held

2 quarters

Super Investors

Investment managers reporting ANDG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BA Brown Advisory Inc	2.2M	16.33%	−273.7K (−11.2%)	Q4 '25	0.1%
Shares held by quarter Peak holding2.4M (Q1'26) Change over 8 quarters+2.2M Share of the company16.330% Brown Advisory Inc's full portfolio →
JC Jpmorgan Chase & Co	1.4M	10.65%	−446.8K (−24.0%)	Q4 '25	0.0%
Shares held by quarter Peak holding1.9M (Q1'26) Change over 8 quarters+1.4M Share of the company10.650% Jpmorgan Chase & Co's full portfolio →

Brown Advisory Inc

2.2M

% of company

16.33%

Change vs last qtr

−273.7K (−11.2%)

Held since

Q4 '25

Jpmorgan Chase & Co

1.4M

% of company

10.65%

Change vs last qtr

−446.8K (−24.0%)

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding Andersen Group Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ANDG on Form N-PORT; together they hold 47.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
BS Baron Small Cap Fund BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	$33.9M	900.0K	6.79%	1.19%	June 30, 2026
FS Franklin Small Cap Growth Fund Franklin Strategic Series	$33.2M	700.6K	5.28%	1.34%	July 31, 2026

Baron Small Cap Fund

BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)

Position value

$33.9M

% of company

6.79%

% of the fund

1.19%

As of

June 30, 2026

Franklin Small Cap Growth Fund

Franklin Strategic Series

Position value

$33.2M

% of company

5.28%

% of the fund

1.34%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Andersen Group Inc and how much of the fund the position is.

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