Andersen Group Inc. (ANDG) — Institutional Holders, Q2 2026
87 institutional investment managers reported a ANDG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $627.5M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ANDG in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENTNew · +898,626 sh+$33.9M
- Azora CapitalNew · +222,996 sh+$8.4M
- UBS Group AGAdded · +222,073 sh+$8.4M
- TWO SIGMA INVESTMENTSAdded · +159,603 sh+$6.0M
- TUDOR INVESTMENT ET ALNew · +145,271 sh+$5.5M
Biggest sellers
- JPMORGAN CHASETrimmed · -446,757 sh-$16.9M
- J. GoldmanTrimmed · -399,395 sh-$15.1M
- BROWN ADVISORYTrimmed · -273,683 sh-$10.3M
- ROYCE & ASSOCIATESTrimmed · -271,129 sh-$10.2M
- FRANKLIN RESOURCESTrimmed · -225,779 sh-$8.5M
ANDG 13F holders ranked 1–87 of 87
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BROWN ADVISORY#1 · 2,165,645 sh | 2,165,645 | $81.7M | 0.13% | -11.2% |
| 2 | Durable Capital Partners#2 · 1,670,485 sh | 1,670,485 | $63.0M | 0.61% | 0.0% |
| 3 | JPMORGAN CHASE#3 · 1,412,823 sh | 1,412,823 | $53.6M | <0.01% | -24.0% |
| 4 | ROYCE & ASSOCIATES#4 · 1,137,586 sh | 1,137,586 | $42.9M | 0.35% | -19.2% |
| 5 | FRANKLIN RESOURCES#5 · 904,544 sh | 904,544 | $34.1M | <0.01% | -20.0% |
| 6 | BAMCO#6 · 901,874 sh | 901,874 | $34.0M | 0.05% | +0.2% |
| 7 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#7 · 898,626 sh | 898,626 | $33.9M | 0.11% | New |
| 8 | J. Goldman#8 · 800,605 sh | 800,605 | $30.2M | 0.78% | -33.3% |
| 9 | DRIEHAUS CAPITAL MANAGEMENT#9 · 562,112 sh | 562,112 | $21.2M | 0.12% | +0.3% |
| 10 | VANGUARD CAPITAL MANAGEMENT#10 · 511,827 sh | 511,827 | $19.3M | <0.01% | +0.4% |
| 11 | Telemark Asset Management#11 · 500,000 sh | 500,000 | $18.9M | 1.36% | 0.0% |
| 12 | SEVEN GRAND MANAGERS#12 · 500,000 sh | 500,000 | $18.9M | 0.76% | 0.0% |
| 13 | CITADEL ADVISORS#13 · 394,866 sh | 394,866 | $14.9M | <0.01% | +3.9% |
| 14 | UBS Group AG#14 · 310,065 sh | 310,065 | $11.7M | <0.01% | +252.4% |
| 15 | Russell Investments Group, Ltd.#15 · 239,916 sh | 239,916 | $9.0M | <0.01% | +8.3% |
| 16 | TWO SIGMA INVESTMENTS#16 · 238,973 sh | 238,973 | $9.0M | <0.01% | +201.1% |
| 17 | BlackRock#17 · 226,203 sh | 226,203 | $8.5M | <0.01% | +18.3% |
| 18 | Azora Capital#18 · 222,996 sh | 222,996 | $8.4M | 0.35% | New |
| 19 | ArrowMark Colorado#19 · 219,369 sh | 219,369 | $8.3M | 0.34% | +22.5% |
| 20 | Ghisallo Capital Management#20 · 200,000 sh | 200,000 | $7.5M | 0.15% | 0.0% |
| 21 | TEACHER RETIREMENT SYSTEM OF TEXAS#21 · 165,000 sh | 165,000 | $6.2M | 0.02% | 0.0% |
| 22 | Burkehill Global Management#22 · 150,000 sh | 150,000 | $5.7M | 0.20% | 0.0% |
| 23 | GEODE CAPITAL MANAGEMENT#23 · 146,971 sh | 146,971 | $5.5M | <0.01% | +2.2% |
| 24 | NATIXIS ADVISORS#24 · 146,457 sh | 146,457 | $5.5M | <0.01% | +957.9% |
| 25 | TUDOR INVESTMENT ET AL#25 · 145,271 sh | 145,271 | $5.5M | <0.01% | New |
| 26 | JONES FINANCIAL COMPANIES LLLP#26 · 146,667 sh | 146,667 | $5.4M | <0.01% | +966.1% |
| 27 | MORGAN STANLEY#27 · 121,731 sh | 121,731 | $4.6M | <0.01% | +782.9% |
| 28 | RENAISSANCE TECHNOLOGIES#28 · 116,700 sh | 116,700 | $4.4M | <0.01% | +88.2% |
| 29 | MILLENNIUM MANAGEMENT#29 · 97,047 sh | 97,047 | $3.7M | <0.01% | +1017.0% |
| 30 | JANE STREET GROUP#30 · 85,906 sh | 85,906 | $3.2M | <0.01% | +259.4% |
| 31 | VANGUARD FIDUCIARY#31 · 82,349 sh | 82,349 | $3.1M | <0.01% | +5.4% |
| 32 | SEI INVESTMENTS#32 · 80,341 sh | 80,341 | $3.0M | <0.01% | -34.0% |
| 33 | GOLDMAN SACHS GROUP#33 · 75,463 sh | 75,463 | $2.8M | <0.01% | New |
| 34 | SOROS FUND MANAGEMENT#34 · 72,600 sh | 72,600 | $2.7M | 0.03% | +45.2% |
| 35 | Point72 Asset Management, L.P.#35 · 70,663 sh | 70,663 | $2.7M | <0.01% | New |
| 36 | WELLS FARGO & COMPANY#36 · 69,801 sh | 69,801 | $2.6M | <0.01% | +4042.5% |
| 37 | STATE STREET#37 · 61,800 sh | 61,800 | $2.3M | <0.01% | +62.2% |
| 38 | Voleon Capital Management#38 · 61,376 sh | 61,376 | $2.3M | 0.04% | New |
| 39 | Hound Partners#39 · 60,000 sh | 60,000 | $2.3M | 0.26% | 0.0% |
| 40 | ENVESTNET ASSET MANAGEMENT#40 · 56,507 sh | 56,507 | $2.1M | <0.01% | New |
| 41 | Bank of New York Mellon#41 · 54,302 sh | 54,302 | $2.0M | <0.01% | +191.4% |
| 42 | BANK OF AMERICA#42 · 45,623 sh | 45,623 | $1.7M | <0.01% | +255.0% |
| 43 | FIRST ADVISORS#43 · 42,989 sh | 42,989 | $1.6M | <0.01% | New |
| 44 | NORTHERN#44 · 41,642 sh | 41,642 | $1.6M | <0.01% | +52.1% |
| 45 | MARSHALL WACE, LLP#45 · 38,848 sh | 38,848 | $1.5M | <0.01% | +183.1% |
| 46 | BNP PARIBAS FINANCIAL MARKETS#46 · 33,096 sh | 33,096 | $1.2M | <0.01% | +762.5% |
| 47 | VICTORY CAPITAL MANAGEMENT#47 · 29,968 sh | 29,968 | $1.1M | <0.01% | New |
| 48 | Y-Intercept (Hong Kong) Ltd#48 · 28,493 sh | 28,493 | $1.1M | — | New |
| 49 | Trexquant Investment#49 · 27,442 sh | 27,442 | $1.0M | <0.01% | New |
| 50 | RAYMOND JAMES FINANCIAL#50 · 24,717 sh | 24,717 | $932.3K | <0.01% | -1.2% |
| 51 | Corient Private Wealth#51 · 23,005 sh | 23,005 | $867.7K | <0.01% | +67.2% |
| 52 | D. E. Shaw#52 · 17,986 sh | 17,986 | $678.4K | <0.01% | New |
| 53 | XTX Topco Ltd#53 · 17,518 sh | 17,518 | $660.8K | <0.01% | -63.4% |
| 54 | Squarepoint Ops#54 · 15,707 sh | 15,707 | $592.5K | <0.01% | New |
| 55 | STIFEL FINANCIAL#55 · 15,443 sh | 15,443 | $582.5K | <0.01% | New |
| 56 | READYSTATE ASSET MANAGEMENT#56 · 15,000 sh | 15,000 | $565.8K | <0.01% | -62.5% |
| 57 | Quantbot Technologies#57 · 13,207 sh | 13,207 | $498.2K | 0.02% | -26.7% |
| 58 | DAVENPORT#58 · 13,131 sh | 13,131 | $495.3K | — | New |
| 59 | HRT FINANCIAL#59 · 11,561 sh | 11,561 | $436.0K | <0.01% | New |
| 60 | OCCUDO QUANTITATIVE STRATEGIES#60 · 11,148 sh | 11,148 | $420.5K | 0.02% | New |
| 61 | CHARLES SCHWAB INVESTMENT MANAGEMENT#61 · 10,007 sh | 10,007 | $377.5K | <0.01% | 0.0% |
| 62 | GSA CAPITAL PARTNERS LLP#62 · 9,675 sh | 9,675 | $365.0K | 0.02% | New |
| 63 | Walleye Capital#63 · 9,320 sh | 9,320 | $351.6K | <0.01% | New |
| 64 | Schonfeld Strategic Advisors#64 · 8,833 sh | 8,833 | $333.2K | <0.01% | -47.8% |
| 65 | ROYAL BANK OF CANADA#65 · 6,725 sh | 6,725 | $254.0K | 0.00% | +6625.0% |
| 66 | BARCLAYS PLC#66 · 6,176 sh | 6,176 | $233.0K | 0.00% | +1659.5% |
| 67 | Allworth Financial#67 · 6,000 sh | 6,000 | $226.3K | <0.01% | 0.0% |
| 68 | Bank Julius Baer & Ltd, Zurich#68 · 5,000 sh | 5,000 | $188.6K | <0.01% | New |
| 69 | Vanguard Global Advisers#69 · 4,609 sh | 4,609 | $173.9K | <0.01% | -23.2% |
| 70 | PNC FINANCIAL SERVICES GROUP#70 · 4,203 sh | 4,203 | $158.5K | <0.01% | +5.9% |
| 71 | Aster Capital Management (DIFC) Ltd#71 · 3,338 sh | 3,338 | $125.9K | 0.03% | New |
| 72 | FIFTH THIRD BANCORP#72 · 1,563 sh | 1,563 | $59.0K | <0.01% | +188.9% |
| 73 | Parkside Financial Bank#73 · 1,492 sh | 1,492 | $56.3K | <0.01% | +100.0% |
| 74 | BESSEMER GROUP#74 · 684 sh | 684 | $26.0K | 0.00% | 0.0% |
| 75 | HUNTINGTON NATIONAL BANK#75 · 674 sh | 674 | $25.4K | <0.01% | New |
| 76 | CITIGROUP#76 · 404 sh | 404 | $15.2K | 0.00% | New |
| 77 | GAMMA Investing#77 · 330 sh | 330 | $12.4K | — | New |
| 78 | Grove Bank#78 · 250 sh | 250 | $9.4K | — | New |
| 79 | American Capital Advisory#79 · 237 sh | 237 | $8.9K | <0.01% | 0.0% |
| 80 | FIRST HORIZON NATIONAL#80 · 120 sh | 120 | $4.5K | — | New |
| 81 | Global Retirement Partners#81 · 100 sh | 100 | $3.8K | <0.01% | — |
| 82 | ENTRUST FINANCIAL#82 · 44 sh | 44 | $1.7K | <0.01% | New |
| 83 | FMR#83 · 44 sh | 44 | $1.7K | 0.00% | New |
| 84 | Caitong International Asset Management , Ltd#84 · 42 sh | 42 | $1.6K | <0.01% | -60.0% |
| 85 | SRS Capital Advisors#85 · 25 sh | 25 | $943.00 | 0.00% | New |
| 86 | Atlantic Edge Private Wealth Management#86 · 25 sh | 25 | $943.00 | — | New |
| 87 | Rockefeller Capital Management L.P.#87 · 8 sh | 8 | $302.00 | 0.00% | +166.7% |
Funds that sold out of ANDG in Q2 2026 (10)
Held ANDG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Alyeska Investment Group, L.P.225,000 sh | 225,000 | $6.1M |
| Allspring Global Investments130,856 sh | 130,856 | $3.6M |
| Freestone Grove Partners66,795 sh | 66,795 | $1.8M |
| Woodline Partners50,000 sh | 50,000 | $1.4M |
| Polymer Capital Management (US)25,400 sh | 25,400 | $690.9K |
| Limestone Investment Advisors23,405 sh | 23,405 | $636.6K |
| Engineers Gate Manager11,771 sh | 11,771 | $320.2K |
| Covalis Capital LLP10,000 sh | 10,000 | $272.0K |
| OSAIC500 sh | 500 | $13.6K |
| Richardson Capital Management62 sh | 62 | $1.7K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.