Andersen Group Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 02/11/2026 | 1.77 M | $45.99 M | 100.00% | 16.12% |
| DURABLE CAPITAL PARTNERS LP | 02/17/2026 | 1.67 M | $43.32 M | 100.00% | 15.19% |
| J. GOLDMAN & CO LP | 02/17/2026 | 1.16 M | $30.08 M | 100.00% | 10.55% |
| BROWN ADVISORY INC | 02/13/2026 | 1.13 M | $29.36 M | 100.00% | 10.30% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 997.47 K | $25.86 M | 100.00% | 9.07% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 769.32 K | $19.95 M | 100.00% | 6.99% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 02/17/2026 | 688.67 K | $17.86 M | 100.00% | 6.26% |
| BAMCO INC /NY/ | 02/17/2026 | 500.00 K | $12.97 M | 100.00% | 4.55% |
| SEVEN GRAND MANAGERS, LLC | 02/10/2026 | 500.00 K | $12.97 M | 100.00% | 4.55% |
| ARROWMARK COLORADO HOLDINGS LLC | 02/17/2026 | 450.00 K | $11.67 M | 100.00% | 4.09% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 401.84 K | $10.42 M | 100.00% | 3.65% |
| CITADEL ADVISORS LLC | 02/17/2026 | 372.14 K | $9.65 M | 100.00% | 3.38% |
| ALYESKA INVESTMENT GROUP, L.P. | 02/13/2026 | 325.00 K | $8.43 M | 100.00% | 2.95% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 213.65 K | $5.54 M | 100.00% | 1.94% |
| GHISALLO CAPITAL MANAGEMENT LLC | 02/17/2026 | 200.00 K | $5.19 M | 100.00% | 1.82% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 177.88 K | $4.61 M | 100.00% | 1.62% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 01/28/2026 | 165.00 K | $4.28 M | 100.00% | 1.50% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 02/17/2026 | 150.00 K | $3.89 M | 100.00% | 1.36% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 144.54 K | $3.75 M | 100.00% | 1.31% |
| VANGUARD GROUP INC | 01/29/2026 | 140.00 K | $3.63 M | 100.00% | 1.27% |
| JAIN GLOBAL LLC | 02/17/2026 | 131.25 K | $3.40 M | 100.00% | 1.19% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 129.59 K | $3.36 M | 100.00% | 1.18% |
| TELEMARK ASSET MANAGEMENT, LLC | 02/11/2026 | 100.00 K | $2.59 M | 100.00% | 0.91% |
| JANE STREET GROUP, LLC | 02/12/2026 | 86.43 K | $2.24 M | 100.00% | 0.79% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 78.88 K | $2.05 M | 100.00% | 0.72% |
| HBK INVESTMENTS L P | 02/17/2026 | 74.50 K | $1.93 M | 100.00% | 0.68% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/17/2026 | 70.39 K | $1.83 M | 100.00% | 0.64% |
| LONGAEVA PARTNERS L.P. | 02/17/2026 | 69.03 K | $1.79 M | 100.00% | 0.63% |
| SOROS FUND MANAGEMENT LLC | 02/13/2026 | 62.60 K | $1.62 M | 100.00% | 0.57% |
| SEI INVESTMENTS CO | 02/13/2026 | 61.96 K | $1.61 M | 100.00% | 0.56% |
| HOUND PARTNERS, LLC | 02/17/2026 | 60.00 K | $1.56 M | 100.00% | 0.55% |
| LMR PARTNERS LLP | 02/17/2026 | 60.00 K | $1.56 M | 100.00% | 0.55% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 52.00 K | $1.35 M | 100.00% | 0.47% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 51.65 K | $1.34 M | 100.00% | 0.47% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 51.00 K | $1.32 M | 100.00% | 0.46% |
| WOODLINE PARTNERS LP | 02/17/2026 | 50.00 K | $1.30 M | 100.00% | 0.45% |
| LIMESTONE INVESTMENT ADVISORS LP | 02/17/2026 | 50.00 K | $1.30 M | 100.00% | 0.45% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 02/13/2026 | 48.76 K | $1.26 M | 100.00% | 0.44% |
| MARSHALL WACE, LLP | 02/13/2026 | 47.60 K | $1.23 M | 100.00% | 0.43% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 36.38 K | $943.39 K | 100.00% | 0.33% |
| OXFORD ASSET MANAGEMENT LLP | 02/17/2026 | 32.14 K | $833.44 K | 100.00% | 0.29% |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 02/17/2026 | 25.00 K | $648.25 K | 100.00% | 0.23% |
| POLYMER CAPITAL MANAGEMENT (US) LLC | 02/17/2026 | 25.00 K | $648.25 K | 100.00% | 0.23% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 18.61 K | $482.51 K | 100.00% | 0.17% |
| MORGAN STANLEY | 02/13/2026 | 15.47 K | $401.19 K | 100.00% | 0.14% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 13.76 K | $356.80 K | 100.00% | 0.13% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 12.67 K | $328.63 K | 100.00% | 0.12% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 12.00 K | $311.16 K | 100.00% | 0.11% |
| COVALIS CAPITAL LLP | 02/17/2026 | 12.00 K | $311.16 K | 100.00% | 0.11% |
| XTX TOPCO LTD | 02/17/2026 | 10.39 K | $269.31 K | 100.00% | 0.09% |
Andersen Group Inc. institutional Ownership - FAQ's
During the previous two years, 73 institutional investors and hedge funds held shares of Andersen Group Inc.. The most heavily invested institutionals were:
ROYCE & ASSOCIATES LP: 1.41 M
SEVEN GRAND MANAGERS, LLC: 500,000
Telemark Asset Management, LLC: 500,000
Russell Investments Group, Ltd.: 221,467
TEACHER RETIREMENT SYSTEM OF TEXAS: 165,000
Allspring Global Investments Holdings, LLC: 130,856
122.94% of Andersen Group Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 14.94 M shares in the last 24 months. This purchase volume represents approximately $356.81 M in transactions.