ANDG — ANDERSEN GROUP INC
As of Q2 2026, 25 SEC-registered investment managers reported holding ANDG (ANDERSEN GROUP INC) in their latest 13F filings, with a combined reported value of $245.89M across 6.51M shares. That is +43.3% by share count (+1.97M shares) versus the previous quarter, while reported value moved +98.9%. Ownership is concentrated: the five largest holders account for 73.0% of reported value and the top ten for 89.0%.
Compared with the prior quarter, 6 opened new positions, 15 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
ANDG is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| JPMorgan Chase & Co history | Q2 2026 | 1.41M | $53.59M | 0.01% | New |
| Royce & Associates history | Q2 2026 | 1.14M | $42.91M | 0.35% | Reduce |
| Franklin Resources history | Q2 2026 | 904.54K | $34.12M | 0.01% | Reduce |
| Baron Funds history | Q2 2026 | 901.87K | $34.02M | 0.08% | Hold |
| Citadel Advisors history | Q2 2026 | 394.87K | $14.89M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 310.06K | $11.70M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 238.97K | $9.01M | 0.01% | Add |
| BlackRock Inc history | Q2 2026 | 226.20K | $8.53M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 146.97K | $5.55M | 0.00% | Add |
| Balyasny Asset Management history | Q4 2025 | 177.88K | $4.61M | 0.01% | New |
| Morgan Stanley history | Q2 2026 | 121.73K | $4.59M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 116.70K | $4.40M | 0.01% | Add |
| Millennium Management history | Q2 2026 | 97.05K | $3.66M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 140.00K | $3.63M | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 75.46K | $2.85M | 0.00% | New |
| Soros Fund Management history | Q2 2026 | 72.60K | $2.74M | 0.04% | Add |
| Point72 Asset Management history | Q2 2026 | 70.66K | $2.67M | 0.00% | New |
| Wells Fargo & Co history | Q2 2026 | 69.80K | $2.63M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 54.30K | $2.05M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 45.62K | $1.72M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.41M sh · $53.59M
- Goldman Sachs Group 75.46K sh · $2.85M
- Point72 Asset Management 70.66K sh · $2.67M
- D. E. Shaw & Co 17.99K sh · $678.43K
- Citigroup Inc 404 sh · $15.24K
- Fidelity Management & Research (FMR) 44 sh · $1.66K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|
| JPMorgan Chase & Co | 1.77M | — | 1.41M |
| Royce & Associates | 769.32K | 1.41M | 1.14M |
| Franklin Resources | 997.47K | 1.13M | 904.54K |
| Baron Funds | 500.00K | 900.15K | 901.87K |
| Citadel Advisors | 372.14K | 380.03K | 394.87K |
| UBS Group AG | 4.72K | 87.99K | 310.06K |
| Two Sigma Investments | 12.00K | 79.37K | 238.97K |
| BlackRock Inc | — | 191.15K | 226.20K |
| Geode Capital Management | — | 143.78K | 146.97K |
| Morgan Stanley | 15.47K | 13.79K | 121.73K |
| Renaissance Technologies | — | 62.00K | 116.70K |
| Millennium Management | 213.65K | 8.69K | 97.05K |
| Goldman Sachs Group | 401.84K | — | 75.46K |
| Soros Fund Management | 62.60K | 50.00K | 72.60K |
| Point72 Asset Management | 36.38K | — | 70.66K |
| Wells Fargo & Co | 1.76K | 1.69K | 69.80K |
| BNY Mellon | 12.67K | 18.64K | 54.30K |
| Bank of America Corp | 2.10K | 12.85K | 45.62K |
| Northern Trust Corp | — | 27.37K | 41.64K |
| Marshall Wace | 47.60K | 13.72K | 38.85K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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