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Andersen Group Inc (ANDG)

CUSIP: 033853102 | NYSE | Consumer Cyclical · Personal Services | Small Cap | 118 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AJPMorgan Chase & Co1,278,1256.9%−134,698Sep 30, 20261,412,823 sh (Jun 30, 2026)
13GVanguard Capital Management LLC922,8365.0%

Institutional Holders — Q3 2026

Russell Investments Group, Ltd.231,054
0.0% of portfolio›$12.6M
TimesSquare Capital Management, LLC224,123
0.2% of portfolio›$12.2M
Geode Capital Management, LLC183,376
0.0% of portfolio›$10.0M
Citigroup Inc127,896
0.0% of portfolio›$7.0M
Barclays PLC112,147
0.0% of portfolio›$6.1M
Bank of New York Mellon Corp53,078
0.0% of portfolio›$2.9M
Davenport & Co LLC12,642
0.0% of portfolio›$687.7K
Vise Technologies, Inc.9,700
0.0% of portfolio›$527.7K
Allworth Financial LP6,000
0.0% of portfolio›$226.3K
LPL Financial LLC4,629
0.0% of portfolio›$251.8K
Dimensional Fund Advisors LP4,423
0.0% of portfolio›$240.6K
Amundi3,694
0.0% of portfolio›$201.0K
Lanark Financial, Inc.2,940
0.0% of portfolio›$159.9K
First Horizon Corp2,228
0.0% of portfolio›$121.2K
Fifth Third Bancorp1,527
0.0% of portfolio›$83.0K
Gamma Investing LLC1,498
0.0% of portfolio›$81.5K
Parkside Financial Bank & Trust746
0.0% of portfolio›$40.6K
Caitong International Asset Management Co., Ltd434
0.0% of portfolio›$23.6K
PNC Financial Services Group, Inc.387
0.0% of portfolio›$21.1K
Grove Bank & Trust250
0.0% of portfolio›$13.6K
American Capital Advisory, LLC237
0.0% of portfolio›$12.9K
Fortitude Family Office, LLC99
0.0% of portfolio›$5.4K
Birch Financial Group, LLC83
0.0% of portfolio›$4.5K
Atlantic Edge Private Wealth Management, LLC50
0.0% of portfolio›$2.7K
Entrust Financial LLC44
0.0% of portfolio›$2.4K
Ascentis Independent Advisors40
0.0% of portfolio›$2.2K
Parallel Advisors, LLC17
0.0% of portfolio›$925
New England Capital Financial Advisors LLC2
0.0% of portfolio›$96
StyleTurnoverLocationFiled
Russell Investments Group, Ltd.
231,054$12.6M0.0%CoreLowSeattle, WA2026-11-06
TimesSquare Capital Management, LLC
224,123$12.2M0.2%GrowthMediumNew York, NY2026-11-03
Geode Capital Management, LLC
183,376$10.0M0.0%IndexVery LowBoston, MA2026-11-06
Citigroup Inc
127,896$7.0M0.0%CoreMediumNew York, NY2026-11-04
Barclays PLC
112,147$6.1M0.0%CoreMediumLondon, United Kingdom2026-11-06
Bank of New York Mellon Corp
53,078$2.9M0.0%CoreLowNew York, NY2026-11-05
Davenport & Co LLC
12,642$687.7K0.0%CoreMediumRichmond, VA2026-10-14
Vise Technologies, Inc.
9,700$527.7K0.0%IndexLowNew York, NY2026-10-29
Allworth Financial LP
6,000$226.3K0.0%IndexLowFolsom, CA2026-11-06
LPL Financial LLC
4,629$251.8K0.0%IndexVery LowFort Mill, SC2026-11-06
Dimensional Fund Advisors LP
4,423$240.6K0.0%IndexLowAustin, TX2026-11-04
Amundi
3,694$201.0K0.0%CoreMediumParis, India2026-11-06
Lanark Financial, Inc.
2,940$159.9K0.0%CoreMediumBirmingham, AL2026-10-26
First Horizon Corp
2,228$121.2K0.0%CoreLowMemphis, TN2026-10-26
Fifth Third Bancorp
1,527$83.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Gamma Investing LLC
1,498$81.5K0.0%IndexVery LowFoster City, CA2026-10-08
Parkside Financial Bank & Trust
746$40.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Caitong International Asset Management Co., Ltd
434$23.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
PNC Financial Services Group, Inc.
387$21.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Grove Bank & Trust
250$13.6K0.0%ETFLowMiami, FL2026-10-08
American Capital Advisory, LLC
237$12.9K0.0%ETFLowKetchum, ID2026-10-28
Fortitude Family Office, LLC
99$5.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Birch Financial Group, LLC
83$4.5K0.0%CoreLowKeene, NH2026-10-27
Atlantic Edge Private Wealth Management, LLC
50$2.7K0.0%CoreLowJacksonville, FL2026-10-20
Entrust Financial LLC
44$2.4K0.0%ETFLowWayne, PA2026-11-04
Ascentis Independent Advisors
40$2.2K0.0%ETFLowDallas, TX2026-11-03
Parallel Advisors, LLC
17$9250.0%IndexLowSan Francisco, CA2026-11-03
New England Capital Financial Advisors LLC
2$960.0%ETFLowMeriden, CT2026-11-03
New 5%+ stake
Sep 30, 2026
511,827 sh (Jun 30, 2026)
13G/ARoyce & Associates LP719,6483.9%−417,941Sep 30, 20261,137,586 sh (Jun 30, 2026)
13G/AFranklin Templeton, Inc.
with Rupert H. Johnson, Jr., Charles B. Johnson
638,6093.5%Newly reportedSep 30, 2026No 13F filer matched
13G/ABrown Advisory Inc010.7%Fell below 5%Sep 30, 20262,165,645 sh (Jun 30, 2026)
13GDriehaus Capital Management LLC1,412,93410.5%New 5%+ stakeJul 31, 2026562,112 sh (Jun 30, 2026)
13GTelemark Asset Management, LLC720,0005.3%New 5%+ stakeJul 28, 2026No 13F filer matched
13G/AFranklin Advisers, Inc.904,5446.7%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AJ. Goldman Capital Management, Inc.800,6055.9%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AJPMorgan Chase & Co1,278,125
6.9% of class · Sep 30, 2026−134,698
1,412,823 sh (Jun 30, 2026)
13GVanguard Capital Management LLC922,836
5.0% of class · Sep 30, 2026New 5%+ stake
511,827 sh (Jun 30, 2026)
13G/ARoyce & Associates LP719,648
3.9% of class · Sep 30, 2026−417,941
1,137,586 sh (Jun 30, 2026)
13G/AFranklin Templeton, Inc.638,609
3.5% of class · Sep 30, 2026Newly reported
with Rupert H. Johnson, Jr., Charles B. Johnson
No 13F filer matched
13G/ABrown Advisory Inc0
10.7% of class · Sep 30, 2026Fell below 5%
2,165,645 sh (Jun 30, 2026)
13GDriehaus Capital Management LLC1,412,934
10.5% of class · Jul 31, 2026New 5%+ stake
562,112 sh (Jun 30, 2026)
13GTelemark Asset Management, LLC720,000
5.3% of class · Jul 28, 2026New 5%+ stake
No 13F filer matched
13G/AFranklin Advisers, Inc.904,544
6.7% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/AJ. Goldman Capital Management, Inc.800,605
5.9% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched