Andersen Group Inc. — Institutional Ownership

Which tracked institutions hold ANDG, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

20
Funds holding
$130947439
Total value held
Buying
16 added/new · 4 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Jpmorgan Chase & Co $53588413 1412823 -446757 -24.02%
2 Franklin Resources Inc $34119409 904544 -225779 -19.97%
3 Ubs Group Ag $11695652 310065 +310065 NEW BUY
4 Blackrock, Inc. $8532377 226203 +35055 +18.34%
5 Morgan Stanley $4591736 121731 +107944 +782.94%
6 Sei Investments Co $3030442 80341 -41308 -33.96%
7 Goldman Sachs Group Inc $2846464 75463 +75463 NEW BUY
8 Wells Fargo & Company/Mn $2632893 69801 +68116 +4042.49%
9 State Street Corp $2331096 61800 +23700 +62.20%
10 Bank Of New York Mellon Corp $2048258 54302 +35666 +191.38%
11 Bank Of America Corp /De/ $1720900 45623 +32771 +254.99%
12 Northern Trust Corp $1570736 41642 +14271 +52.14%
13 Raymond James Financial Inc $932325 24717 -289 -1.16%
14 Stifel Financial Corp $582510 15443 +15443 NEW BUY
15 Royal Bank Of Canada $254000 6725 +6625 +6625.00%
16 Barclays Plc $232959 6176 +5825 +1659.54%
17 Pnc Financial Services Group, Inc. $158537 4203 +234 +5.90%
18 Fifth Third Bancorp $58967 1563 +1022 +188.91%
19 Citigroup Inc $15239 404 +404 NEW BUY
20 First Horizon Corp $4526 120 +120 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.