Andersen Group Inc (ANDG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Russell Investments Group, Ltd.

DECREASED

Shares231,054 from 239,916

Change-8,862 (-4%)

Value$12.6M (+$3.5M)

Filed 2026-11-06

TimesSquare Capital Management, LLC

NEW

Shares224,123

Change+224,123

Value$12.2M

Filed 2026-11-03

Geode Capital Management, LLC

INCREASED

Shares183,376 from 146,971

Change+36,405 (+25%)

Value$10.0M (+$4.4M)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares127,896 from 404

Change+127,492 (+31557%)

Value$7.0M (+$6.9M)

Filed 2026-11-04

Barclays PLC

INCREASED

Shares112,147 from 6,176

Change+105,971 (+1716%)

Value$6.1M (+$5.9M)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares53,078 from 54,302

Change-1,224 (-2%)

Value$2.9M (+$839.2K)

Filed 2026-11-05

Davenport & Co LLC

DECREASED

Shares12,642 from 13,131

Change-489 (-4%)

Value$687.7K (+$192.4K)

Filed 2026-10-14

Vise Technologies, Inc.

NEW

Shares9,700

Change+9,700

Value$527.7K

Filed 2026-10-29

Allworth Financial LP

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$226.3K ($0)

Filed 2026-11-06

LPL Financial LLC

NEW

Shares4,629

Change+4,629

Value$251.8K

Filed 2026-11-06

Dimensional Fund Advisors LP

NEW

Shares4,423

Change+4,423

Value$240.6K

Filed 2026-11-04

Amundi

NEW

Shares3,694

Change+3,694

Value$201.0K

Filed 2026-11-06

Lanark Financial, Inc.

NEW

Shares2,940

Change+2,940

Value$159.9K

Filed 2026-10-26

First Horizon Corp

INCREASED

Shares2,228 from 120

Change+2,108 (+1757%)

Value$121.2K (+$116.7K)

Filed 2026-10-26

Fifth Third Bancorp

DECREASED

Shares1,527 from 1,563

Change-36 (-2%)

Value$83.0K (+$24.1K)

Filed 2026-11-05

Gamma Investing LLC

INCREASED

Shares1,498 from 330

Change+1,168 (+354%)

Value$81.5K (+$69.0K)

Filed 2026-10-08

Parkside Financial Bank & Trust

UNCHANGED

Shares746 from 746

Change0 (0%)

Value$40.6K (+$12.4K)

Filed 2026-10-27

Caitong International Asset Management Co., Ltd

INCREASED

Shares434 from 42

Change+392 (+933%)

Value$23.6K (+$22.0K)

Filed 2026-10-29

PNC Financial Services Group, Inc.

DECREASED

Shares387 from 4,203

Change-3,816 (-91%)

Value$21.1K (-$137.5K)

Filed 2026-11-06

Grove Bank & Trust

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$13.6K (+$4.2K)

Filed 2026-10-08

American Capital Advisory, LLC

UNCHANGED

Shares237 from 237

Change0 (0%)

Value$12.9K (+$4.0K)

Filed 2026-10-28

Fortitude Family Office, LLC

NEW

Shares99

Change+99

Value$5.4K

Filed 2026-10-14

Birch Financial Group, LLC

NEW

Shares83

Change+83

Value$4.5K

Filed 2026-10-27

Atlantic Edge Private Wealth Management, LLC

INCREASED

Shares50 from 25

Change+25 (+100%)

Value$2.7K (+$1.8K)

Filed 2026-10-20

Entrust Financial LLC

UNCHANGED

Shares44 from 44

Change0 (0%)

Value$2.4K (+$734)

Filed 2026-11-04

Ascentis Independent Advisors

NEW

Shares40

Change+40

Value$2.2K

Filed 2026-11-03

Parallel Advisors, LLC

NEW

Shares17

Change+17

Value$925

Filed 2026-11-03

New England Capital Financial Advisors LLC

NEW

Shares2

Change+2

Value$96

Filed 2026-11-03

Y-Intercept (Hong Kong) Ltd

CLOSED

Shares0 from 28,493

Change-28,493 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-16

Bank Julius Baer & Co. Ltd, Zurich

CLOSED

Shares0 from 5,000

Change-5,000 (-100%)

Value$0 (-$188.6K)

Filed 2026-10-29

Brown Advisory Inc

N/A

Shares— from 2,165,645

Change-2,165,645 (-100%)

Value—

Durable Capital Partners LP

N/A

Shares— from 1,670,485

Change-1,670,485 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,412,823

Change-1,412,823 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 1,137,586

Change-1,137,586 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 904,544

Change-904,544 (-100%)

Value—

Bamco Inc

N/A

Shares— from 901,874

Change-901,874 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 898,626

Change-898,626 (-100%)

Value—

J. Goldman & Co LP

N/A

Shares— from 800,605

Change-800,605 (-100%)

Value—

Driehaus Capital Management LLC

N/A

Shares— from 562,112

Change-562,112 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 511,827

Change-511,827 (-100%)

Value—

Seven Grand Managers, LLC

N/A

Shares— from 500,000

Change-500,000 (-100%)

Value—

Telemark Asset Management, LLC

N/A

Shares— from 500,000

Change-500,000 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 394,866

Change-394,866 (-100%)

Value—

UBS Group AG

N/A

Shares— from 310,065

Change-310,065 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 238,973

Change-238,973 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 226,203

Change-226,203 (-100%)

Value—

Azora Capital LP

N/A

Shares— from 222,996

Change-222,996 (-100%)

Value—

ArrowMark Colorado Holdings LLC

N/A

Shares— from 219,369

Change-219,369 (-100%)

Value—

Ghisallo Capital Management LLC

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

Teacher Retirement System of Texas

N/A

Shares— from 165,000

Change-165,000 (-100%)

Value—

Burkehill Global Management, LP

N/A

Shares— from 150,000

Change-150,000 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 146,667

Change-146,667 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 146,457

Change-146,457 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 145,271

Change-145,271 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 121,731

Change-121,731 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 116,700

Change-116,700 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 97,047

Change-97,047 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 85,906

Change-85,906 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 82,349

Change-82,349 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 80,341

Change-80,341 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 75,463

Change-75,463 (-100%)

Value—

Soros Fund Management LLC

N/A

Shares— from 72,600

Change-72,600 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 70,663

Change-70,663 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 69,801

Change-69,801 (-100%)

Value—

State Street Corp

N/A

Shares— from 61,800

Change-61,800 (-100%)

Value—

Voleon Capital Management LP

N/A

Shares— from 61,376

Change-61,376 (-100%)

Value—

Hound Partners, LLC

N/A

Shares— from 60,000

Change-60,000 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 56,507

Change-56,507 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 45,623

Change-45,623 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 42,989

Change-42,989 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 41,642

Change-41,642 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 38,848

Change-38,848 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 33,096

Change-33,096 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 29,968

Change-29,968 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 27,442

Change-27,442 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 24,717

Change-24,717 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 17,986

Change-17,986 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 17,518

Change-17,518 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 15,707

Change-15,707 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 15,443

Change-15,443 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 13,207

Change-13,207 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 11,561

Change-11,561 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 11,148

Change-11,148 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 10,007

Change-10,007 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 9,675

Change-9,675 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 9,320

Change-9,320 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 8,833

Change-8,833 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,725

Change-6,725 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 4,609

Change-4,609 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 3,338

Change-3,338 (-100%)

Value—

Bessemer Group Inc

N/A

Shares— from 684

Change-684 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 674

Change-674 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

FMR LLC

N/A

Shares— from 44

Change-44 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 25

Change-25 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 8

Change-8 (-100%)

Value—

	Status
Russell Investments Group, Ltd.	DECREASED	231,054	239,916	-8,862	-4%	$9.0M	$12.6M	+$3.5M	2026-11-06
TimesSquare Capital Management, LLC	NEW	224,123	—	+224,123	—	—	$12.2M	—	2026-11-03
Geode Capital Management, LLC	INCREASED	183,376	146,971	+36,405	+25%	$5.5M	$10.0M	+$4.4M	2026-11-06
Citigroup Inc	INCREASED	127,896	404	+127,492	+31557%	$15.2K	$7.0M	+$6.9M	2026-11-04
Barclays PLC	INCREASED	112,147	6,176	+105,971	+1716%	$233.0K	$6.1M	+$5.9M	2026-11-06
Bank of New York Mellon Corp	DECREASED	53,078	54,302	-1,224	-2%	$2.0M	$2.9M	+$839.2K	2026-11-05
Davenport & Co LLC	DECREASED	12,642	13,131	-489	-4%	$495.3K	$687.7K	+$192.4K	2026-10-14
Vise Technologies, Inc.	NEW	9,700	—	+9,700	—	—	$527.7K	—	2026-10-29
Allworth Financial LP	UNCHANGED	6,000	6,000	0	0%	$226.3K	$226.3K	$0	2026-11-06
LPL Financial LLC	NEW	4,629	—	+4,629	—	—	$251.8K	—	2026-11-06
Dimensional Fund Advisors LP	NEW	4,423	—	+4,423	—	—	$240.6K	—	2026-11-04
Amundi	NEW	3,694	—	+3,694	—	—	$201.0K	—	2026-11-06
Lanark Financial, Inc.	NEW	2,940	—	+2,940	—	—	$159.9K	—	2026-10-26
First Horizon Corp	INCREASED	2,228	120	+2,108	+1757%	$4.5K	$121.2K	+$116.7K	2026-10-26
Fifth Third Bancorp	DECREASED	1,527	1,563	-36	-2%	$59.0K	$83.0K	+$24.1K	2026-11-05
Gamma Investing LLC	INCREASED	1,498	330	+1,168	+354%	$12.4K	$81.5K	+$69.0K	2026-10-08
Parkside Financial Bank & Trust	UNCHANGED	746	746	0	0%	$28.1K	$40.6K	+$12.4K	2026-10-27
Caitong International Asset Management Co., Ltd	INCREASED	434	42	+392	+933%	$1.6K	$23.6K	+$22.0K	2026-10-29
PNC Financial Services Group, Inc.	DECREASED	387	4,203	-3,816	-91%	$158.5K	$21.1K	-$137.5K	2026-11-06
Grove Bank & Trust	UNCHANGED	250	250	0	0%	$9.4K	$13.6K	+$4.2K	2026-10-08
American Capital Advisory, LLC	UNCHANGED	237	237	0	0%	$8.9K	$12.9K	+$4.0K	2026-10-28
Fortitude Family Office, LLC	NEW	99	—	+99	—	—	$5.4K	—	2026-10-14
Birch Financial Group, LLC	NEW	83	—	+83	—	—	$4.5K	—	2026-10-27
Atlantic Edge Private Wealth Management, LLC	INCREASED	50	25	+25	+100%	$943	$2.7K	+$1.8K	2026-10-20
Entrust Financial LLC	UNCHANGED	44	44	0	0%	$1.7K	$2.4K	+$734	2026-11-04
Ascentis Independent Advisors	NEW	40	—	+40	—	—	$2.2K	—	2026-11-03
Parallel Advisors, LLC	NEW	17	—	+17	—	—	$925	—	2026-11-03
New England Capital Financial Advisors LLC	NEW	2	—	+2	—	—	$96	—	2026-11-03
Y-Intercept (Hong Kong) Ltd	CLOSED	0	28,493	-28,493	-100%	$1.1M	$0	-$1.1M	2026-10-16
Bank Julius Baer & Co. Ltd, Zurich	CLOSED	0	5,000	-5,000	-100%	$188.6K	$0	-$188.6K	2026-10-29
Brown Advisory Inc	N/A	—	2,165,645	-2,165,645	-100%	$81.7M	—	—	—
Durable Capital Partners LP	N/A	—	1,670,485	-1,670,485	-100%	$63.0M	—	—	—
JPMorgan Chase & Co	N/A	—	1,412,823	-1,412,823	-100%	$53.6M	—	—	—
Royce & Associates LP	N/A	—	1,137,586	-1,137,586	-100%	$42.9M	—	—	—
Franklin Resources Inc	N/A	—	904,544	-904,544	-100%	$34.1M	—	—	—
Bamco Inc	N/A	—	901,874	-901,874	-100%	$34.0M	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	898,626	-898,626	-100%	$33.9M	—	—	—
J. Goldman & Co LP	N/A	—	800,605	-800,605	-100%	$30.2M	—	—	—
Driehaus Capital Management LLC	N/A	—	562,112	-562,112	-100%	$21.2M	—	—	—
Vanguard Capital Management LLC	N/A	—	511,827	-511,827	-100%	$19.3M	—	—	—
Seven Grand Managers, LLC	N/A	—	500,000	-500,000	-100%	$18.9M	—	—	—
Telemark Asset Management, LLC	N/A	—	500,000	-500,000	-100%	$18.9M	—	—	—
Citadel Advisors LLC	N/A	—	394,866	-394,866	-100%	$14.9M	—	—	—
UBS Group AG	N/A	—	310,065	-310,065	-100%	$11.7M	—	—	—
Two Sigma Investments, LP	N/A	—	238,973	-238,973	-100%	$9.0M	—	—	—
BlackRock, Inc.	N/A	—	226,203	-226,203	-100%	$8.5M	—	—	—
Azora Capital LP	N/A	—	222,996	-222,996	-100%	$8.4M	—	—	—
ArrowMark Colorado Holdings LLC	N/A	—	219,369	-219,369	-100%	$8.3M	—	—	—
Ghisallo Capital Management LLC	N/A	—	200,000	-200,000	-100%	$7.5M	—	—	—
Teacher Retirement System of Texas	N/A	—	165,000	-165,000	-100%	$6.2M	—	—	—
Burkehill Global Management, LP	N/A	—	150,000	-150,000	-100%	$5.7M	—	—	—
Jones Financial Companies Lllp	N/A	—	146,667	-146,667	-100%	$5.4M	—	—	—
Natixis Advisors, LLC	N/A	—	146,457	-146,457	-100%	$5.5M	—	—	—
Tudor Investment Corp ET AL	N/A	—	145,271	-145,271	-100%	$5.5M	—	—	—
Morgan Stanley	N/A	—	121,731	-121,731	-100%	$4.6M	—	—	—
Renaissance Technologies LLC	N/A	—	116,700	-116,700	-100%	$4.4M	—	—	—
Millennium Management LLC	N/A	—	97,047	-97,047	-100%	$3.7M	—	—	—
Jane Street Group, LLC	N/A	—	85,906	-85,906	-100%	$3.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	82,349	-82,349	-100%	$3.1M	—	—	—
SEI Investments Co	N/A	—	80,341	-80,341	-100%	$3.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	75,463	-75,463	-100%	$2.8M	—	—	—
Soros Fund Management LLC	N/A	—	72,600	-72,600	-100%	$2.7M	—	—	—
Point72 Asset Management, L.P.	N/A	—	70,663	-70,663	-100%	$2.7M	—	—	—
Wells Fargo & Company	N/A	—	69,801	-69,801	-100%	$2.6M	—	—	—
State Street Corp	N/A	—	61,800	-61,800	-100%	$2.3M	—	—	—
Voleon Capital Management LP	N/A	—	61,376	-61,376	-100%	$2.3M	—	—	—
Hound Partners, LLC	N/A	—	60,000	-60,000	-100%	$2.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	56,507	-56,507	-100%	$2.1M	—	—	—
Bank of America Corp	N/A	—	45,623	-45,623	-100%	$1.7M	—	—	—
First Trust Advisors LP	N/A	—	42,989	-42,989	-100%	$1.6M	—	—	—
Northern Trust Corp	N/A	—	41,642	-41,642	-100%	$1.6M	—	—	—
Marshall Wace, LLP	N/A	—	38,848	-38,848	-100%	$1.5M	—	—	—
BNP Paribas Financial Markets	N/A	—	33,096	-33,096	-100%	$1.2M	—	—	—
Victory Capital Management Inc	N/A	—	29,968	-29,968	-100%	$1.1M	—	—	—
Trexquant Investment LP	N/A	—	27,442	-27,442	-100%	$1.0M	—	—	—
Raymond James Financial Inc	N/A	—	24,717	-24,717	-100%	$932.3K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	17,986	-17,986	-100%	$678.4K	—	—	—
XTX Topco Ltd	N/A	—	17,518	-17,518	-100%	$660.8K	—	—	—
Squarepoint Ops LLC	N/A	—	15,707	-15,707	-100%	$592.5K	—	—	—
Stifel Financial Corp	N/A	—	15,443	-15,443	-100%	$582.5K	—	—	—
Readystate Asset Management LP	N/A	—	15,000	-15,000	-100%	$565.8K	—	—	—
Quantbot Technologies LP	N/A	—	13,207	-13,207	-100%	$498.2K	—	—	—
HRT Financial LP	N/A	—	11,561	-11,561	-100%	$436.0K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	11,148	-11,148	-100%	$420.5K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	10,007	-10,007	-100%	$377.5K	—	—	—
GSA Capital Partners LLP	N/A	—	9,675	-9,675	-100%	$365.0K	—	—	—
Walleye Capital LLC	N/A	—	9,320	-9,320	-100%	$351.6K	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	8,833	-8,833	-100%	$333.2K	—	—	—
Royal Bank of Canada	N/A	—	6,725	-6,725	-100%	$254.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	4,609	-4,609	-100%	$173.9K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	3,338	-3,338	-100%	$125.9K	—	—	—
Bessemer Group Inc	N/A	—	684	-684	-100%	$26.0K	—	—	—
Huntington National Bank	N/A	—	674	-674	-100%	$25.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	100	-100	-100%	$3.8K	—	—	—
FMR LLC	N/A	—	44	-44	-100%	$1.7K	—	—	—
Arax Advisory Partners	N/A	—	25	-25	-100%	$943	—	—	—
Rockefeller Capital Management L.P.	N/A	—	8	-8	-100%	$302	—	—	—

Showing 97 of 97 institutions