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DaveManuel.com · Institutional Ownership · Who Owns It

ANDERSEN GROUP INC (ANDG)

Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.

87
Reporting holders
$627.5M
Reported value
0.0%
Calls
0.0%
Puts
+21
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
BROWN ADVISORY INC$81.7M2,165,6450.13%3q-11.2%-$10.3M
Durable Capital Partners LP$63.0M1,670,4850.61%3qHELD
JPMORGAN CHASE & CO$53.6M1,412,8230.00%3q-24.0%-$16.9M
ROYCE & ASSOCIATES LP$42.9M1,137,5860.35%3q-19.2%-$10.2M
FRANKLIN RESOURCES INC$34.1M904,5440.01%3q-20.0%-$8.5M
BAMCO INC /NY/$34.0M901,8740.05%3qHELD
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$33.9M898,6260.11%newNEW
J. Goldman & Co LP$30.2M800,6050.78%3q-33.3%-$15.1M
Driehaus Capital Management LLC$21.2M562,1120.12%3qHELD
VANGUARD CAPITAL MANAGEMENT LLC$19.3M511,8270.00%2qHELD
Telemark Asset Management, LLC$18.9M500,0001.36%3qHELD
SEVEN GRAND MANAGERS, LLC$18.9M500,0000.76%3qHELD
CITADEL ADVISORS LLC$14.9M394,8660.00%3q+3.9%+$559.5K
UBS Group AG$11.7M310,0650.00%3q+252.4%+$8.4M
Russell Investments Group, Ltd.$9.0M239,9160.01%3q+8.3%+$695.9K
TWO SIGMA INVESTMENTS, LP$9.0M238,9730.01%3q+201.1%+$6.0M
BlackRock, Inc.$8.5M226,2030.00%2q+18.3%+$1.3M
Azora Capital LP$8.4M222,9960.35%newNEW
ArrowMark Colorado Holdings LLC$8.3M219,3690.34%3q+22.5%+$1.5M
Ghisallo Capital Management LLC$7.5M200,0000.15%3qHELD
TEACHER RETIREMENT SYSTEM OF TEXAS$6.2M165,0000.02%3qHELD
Burkehill Global Management, LP$5.7M150,0000.20%3qHELD
GEODE CAPITAL MANAGEMENT, LLC$5.5M146,9710.00%2q+2.2%+$120.5K
NATIXIS ADVISORS, LLC$5.5M146,4570.01%2q+957.9%+$5.0M
TUDOR INVESTMENT CORP ET AL$5.5M145,2710.01%newNEW
JONES FINANCIAL COMPANIES LLLP$5.4M146,6670.00%3q+966.1%+$4.9M
MORGAN STANLEY$4.6M121,7310.00%3q+782.9%+$4.1M
RENAISSANCE TECHNOLOGIES LLC$4.4M116,7000.01%2q+88.2%+$2.1M
MILLENNIUM MANAGEMENT LLC$3.7M97,0470.00%3q+1017.0%+$3.3M
JANE STREET GROUP, LLC$3.2M85,9060.00%3q+259.4%+$2.3M
VANGUARD FIDUCIARY TRUST CO$3.1M82,3490.00%2q+5.4%+$158.5K
SEI INVESTMENTS CO$3.0M80,3410.00%3q-34.0%-$1.6M
GOLDMAN SACHS GROUP INC$2.8M75,4630.00%newNEW
SOROS FUND MANAGEMENT LLC$2.7M72,6000.03%3q+45.2%+$852.5K
Point72 Asset Management, L.P.$2.7M70,6630.00%newNEW
WELLS FARGO & COMPANY/MN$2.6M69,8010.00%3q+4042.5%+$2.6M
STATE STREET CORP$2.3M61,8000.00%2q+62.2%+$894.0K
Voleon Capital Management LP$2.3M61,3760.04%newNEW
Hound Partners, LLC$2.3M60,0000.26%3qHELD
ENVESTNET ASSET MANAGEMENT INC$2.1M56,5070.00%newNEW
Bank of New York Mellon Corp$2.0M54,3020.00%3q+191.4%+$1.3M
BANK OF AMERICA CORP /DE/$1.7M45,6230.00%3q+255.0%+$1.2M
FIRST TRUST ADVISORS LP$1.6M42,9890.00%newNEW
NORTHERN TRUST CORP$1.6M41,6420.00%2q+52.1%+$538.3K
MARSHALL WACE, LLP$1.5M38,8480.00%3q+183.1%+$947.8K
BNP PARIBAS FINANCIAL MARKETS$1.2M33,0960.00%2q+762.5%+$1.1M
VICTORY CAPITAL MANAGEMENT INC$1.1M29,9680.00%newNEW
Y-Intercept (Hong Kong) Ltd$1.1M28,4930.02%newNEW
Trexquant Investment LP$1.0M27,4420.01%newNEW
RAYMOND JAMES FINANCIAL INC$932.3K24,7170.00%3q-1.2%-$10.9K
Corient Private Wealth LP$867.7K23,0050.00%3q+67.2%+$348.7K
D. E. Shaw & Co., Inc.$678.4K17,9860.00%newNEW
XTX Topco Ltd$660.8K17,5180.01%3q-63.4%-$1.1M
Squarepoint Ops LLC$592.5K15,7070.00%newNEW
STIFEL FINANCIAL CORP$582.5K15,4430.00%newNEW
READYSTATE ASSET MANAGEMENT LP$565.8K15,0000.02%3q-62.5%-$943.0K
Quantbot Technologies LP$498.2K13,2070.02%2q-26.7%-$181.9K
DAVENPORT & Co LLC$495.3K13,1310.00%newNEW
HRT FINANCIAL LP$436.0K11,5610.00%newNEW
OCCUDO QUANTITATIVE STRATEGIES LP$420.5K11,1480.02%newNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$377.5K10,0070.00%2qHELD
GSA CAPITAL PARTNERS LLP$365.0K9,6750.02%newNEW
Walleye Capital LLC$351.6K9,3200.00%newNEW
Schonfeld Strategic Advisors LLC$333.2K8,8330.00%3q-47.8%-$304.9K
ROYAL BANK OF CANADA$254.0K6,7250.00%3q+6625.0%+$250.2K
BARCLAYS PLC$233.0K6,1760.00%3q+1659.5%+$219.7K
Allworth Financial LP$226.3K6,0000.00%2qHELD
Bank Julius Baer & Co. Ltd, Zurich$188.6K5,0000.00%newNEW
Vanguard Global Advisers, LLC$173.9K4,6090.00%2q-23.2%-$52.4K
PNC Financial Services Group, Inc.$158.5K4,2030.00%3q+5.9%+$8.8K
Aster Capital Management (DIFC) Ltd$125.9K3,3380.03%newNEW
FIFTH THIRD BANCORP$59.0K1,5630.00%2q+188.9%+$38.6K
Parkside Financial Bank & Trust$28.1K7460.00%3qHELD
BESSEMER GROUP INC$26.0K6840.00%3qHELD
HUNTINGTON NATIONAL BANK$25.4K6740.00%newNEW
CITIGROUP INC$15.2K4040.00%newNEW
GAMMA Investing LLC$12.4K3300.00%newNEW
Grove Bank & Trust$9.4K2500.00%newNEW
American Capital Advisory, LLC$8.9K2370.00%3qHELD
FIRST HORIZON CORP$4.5K1200.00%newNEW
Global Retirement Partners, LLC$3.8K1000.00%newNEW
FMR LLC$1.7K440.00%newNEW
ENTRUST FINANCIAL LLC$1.7K440.00%newNEW
Caitong International Asset Management Co., Ltd$1.6K420.00%2q-60.0%-$2.4K
Arax Advisory Partners$943250.00%newNEW
Atlantic Edge Private Wealth Management, LLC$943250.00%newNEW
Rockefeller Capital Management L.P.$30280.00%2q+166.7%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-10-3013GVanguard Capital Management5.0%
2026-10-2913G/AROYCE & ASSOCIATES LP3.9%
2026-10-2813G/AFranklin Templeton, Inc.with 2 co-filers3.5%
2026-10-1613G/AJPMORGAN CHASE & CO.6.9%
2026-10-0713G/ABROWN ADVISORY INCwith 4 co-filers10.7%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-142026-10-13Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-07-07Durable Capital Partners LP10% ownerSold336,736$13.5M

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202612$1.7M30,9074410.0%
Q2 202687$627.5M16,631,1733128130.0%
Q1 202666$426.3M15,772,5091720170.0%
Q4 202565$351.0M13,537,11165000.0%