As of November 6, 2026, 9 holders' latest Schedule 13D or 13G filings report owning 5% or more of Andersen Group Inc. The largest reported stake is Durable Capital Partners LP's, at 13.2%. 27 filings are on record since December 29, 2025 (Schedule 13G, December 29, 2025).
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Key facts
- · Reporting person: Vanguard Capital Management · Sole voting: 118,523 · Shared voting: 0 · Sole dispositive: 922,836 · Shared dispositive: 0 · SCHEDULE 13G, 2026-10-30
- · Reporting person: Royce & Associates LP · Sole voting: 719,648 · Shared voting: 0 · Sole dispositive: 719,648 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-29
- · Reporting person: Franklin Templeton, Inc. · Sole voting: 620,189 · Shared voting: 18,420 · Sole dispositive: 620,189 · Shared dispositive: 18,420 · SCHEDULE 13G/A, 2026-10-28
- · Reporting person: Jpmorgan Chase & Co. · Sole voting: 1,238,377 · Shared voting: 1 · Sole dispositive: 1,278,124 · Shared dispositive: 1 · SCHEDULE 13G/A, 2026-10-16
- · Reporting person: Brown Advisory Inc · Sole voting: 1,268,473 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 1,459,256 · SCHEDULE 13G/A, 2026-10-07
Andersen Group Inc has 27 Schedule 13D or 13G filings on record since 2025-12-29. 9 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Durable Capital Partners LP | 13.2% | 1,670,485 | SCHEDULE 13G, 2025-12-29 | 2025-12-17 |
| Brown Advisory Inc | 10.72% | 0 | SCHEDULE 13G/A, 2026-10-07 | 2026-09-30 |
| Driehaus Capital Management LLC | 10.49% | 1,412,934 | SCHEDULE 13G, 2026-08-05 | 2026-07-31 |
| Bamco Inc | 7.12% | 900,149 | SCHEDULE 13G, 2026-05-15 | 2026-03-31 |
| Jpmorgan Chase & Co. | 6.9% | 1,278,125 | SCHEDULE 13G/A, 2026-10-16 | 2026-09-30 |
| Kayne Anderson Rudnick Investment Management, LLC | 6.7% | 898,626 | SCHEDULE 13G, 2026-08-13 | 2026-06-30 |
| J. Goldman & Co LP | 5.94% | 800,605 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Telemark Asset Management, LLC | 5.3% | 720,000 | SCHEDULE 13G, 2026-08-03 | 2026-07-28 |
| Vanguard Capital Management | 5.01% | 922,836 | SCHEDULE 13G, 2026-10-30 | 2026-09-30 |
| Royce & Associates LP | 3.91% | 719,648 | SCHEDULE 13G/A, 2026-10-29 | 2026-09-30 |
| Franklin Templeton, Inc. | 3.5% | 638,609 | SCHEDULE 13G/A, 2026-10-28 | 2026-09-30 |
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Keep reading
More on Andersen Group Inc and the records around it.
Andersen Group Inc elsewhere on the record
- IPO filing Aug 2026
- Leadership changes Apr 2026
- Who owns it
Companies that share a holder
- Telemark Asset Management, LLC also filed stake reports on 2 other companies: CODEXIS, INC. (Jul 2026), Biodesix, Inc. (Jan 2026)
- BROWN ADVISORY INC also filed stake reports on 11 other companies: Lumexa Imaging Holdings, Inc. (Aug 2026), Nomad Foods Ltd (Aug 2026), Establishment Labs Holdings Inc. (May 2026)
- J. Goldman & Co LP also filed stake reports on 11 other companies: Grocery Outlet Holding Corp. (Aug 2026), Daedalus Special Acquisition Corp. (May 2026), 1RT Acquisition Corp. (Feb 2026)
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What the Full Report on Andersen Group Inc covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Brown Advisory Inc | 1,268,473 | 0 | 0 | 1,459,256 | SCHEDULE 13G/A, 2026-10-07 |
| Brown Investment Advisory & Trust Co | 8,485 | 0 | 0 | 8,485 | SCHEDULE 13G/A, 2026-10-07 |
| Brown Advisory LLC | 1,258,963 | 0 | 0 | 1,449,746 | SCHEDULE 13G/A, 2026-10-07 |
| Signature Financial Management, Inc. | 1,025 | 0 | 0 | 1,025 | SCHEDULE 13G/A, 2026-10-07 |
| Brown Advisory Ltd | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-10-07 |
| Driehaus Capital Management LLC | 0 | 1,412,934 | 0 | 1,412,934 | SCHEDULE 13G, 2026-08-05 |
| Jpmorgan Chase & Co. | 1,238,377 | 1 | 1,278,124 | 1 | SCHEDULE 13G/A, 2026-10-16 |
| Kayne Anderson Rudnick Investment Management, LLC | 536,087 | 191,144 | 707,482 | 191,144 | SCHEDULE 13G, 2026-08-13 |
| J. Goldman & Co LP | 0 | 800,605 | 0 | 800,605 | SCHEDULE 13G/A, 2026-08-14 |
| J. Goldman Capital Management, Inc. | 0 | 800,605 | 0 | 800,605 | SCHEDULE 13G/A, 2026-08-14 |
| Jay G. Goldman | 0 | 800,605 | 0 | 800,605 | SCHEDULE 13G/A, 2026-08-14 |
| Telemark Asset Management, LLC | 0 | 720,000 | 0 | 720,000 | SCHEDULE 13G, 2026-08-03 |
| Telemark Fund LP | 0 | 720,000 | 0 | 720,000 | SCHEDULE 13G, 2026-08-03 |
| Colin S. McNay | 0 | 720,000 | 0 | 720,000 | SCHEDULE 13G, 2026-08-03 |
| Vanguard Capital Management | 118,523 | 0 | 922,836 | 0 | SCHEDULE 13G, 2026-10-30 |
| Royce & Associates LP | 719,648 | 0 | 719,648 | 0 | SCHEDULE 13G/A, 2026-10-29 |
| Franklin Templeton, Inc. | 620,189 | 18,420 | 620,189 | 18,420 | SCHEDULE 13G/A, 2026-10-28 |
| Charles B. Johnson | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-10-28 |
| Rupert H. Johnson, Jr. | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-10-28 |
The latest filing identifies Andersen Group Inc by CUSIP 033853102 and gives its principal executive office as 333 Bush Street, Suite 1700, San Francisco, CA 94104 (SCHEDULE 13G, 2026-10-30).
What the percentages are based on
See response to Item 11 on each cover page. The percentage reported in this Statement is based upon 13,472,214 shares of the Issuer's Class A Common Stock outstanding according to the Form 10-Q filed by the Issuer with the U.S. Securities and Exchange Commission on May 12, 2026.Telemark Asset Management, LLC, SCHEDULE 13G, 2026-08-03
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-12-29 | Durable Capital Partners LP | 13.2% | SCHEDULE 13G |
| 2026-01-07 | Jpmorgan Chase & Co. | 14% | SCHEDULE 13G |
| 2026-01-20 | Royce & Associates LP | 6.08% | SCHEDULE 13G |
| 2026-01-29 | Franklin Resources, Inc. | 7.9% | SCHEDULE 13G |
| 2026-02-05 | Brown Advisory Inc | 15.3% | SCHEDULE 13G |
| 2026-02-12 | Brown Advisory Inc | 15.3% | SCHEDULE 13G/A |
| 2026-02-17 | J. Goldman & Co LP | 9.17% | SCHEDULE 13G |
| 2026-02-17 | Driehaus Capital Management LLC | 5.44% | SCHEDULE 13G |
| 2026-03-03 | Royce & Associates LP | 11.55% | SCHEDULE 13G/A |
| 2026-03-06 | Brown Advisory Inc | 23.29% | SCHEDULE 13G/A |
| 2026-04-29 | Franklin Resources, Inc. | 8.9% | SCHEDULE 13G/A |
| 2026-05-15 | Driehaus Capital Management LLC | 4.43% | SCHEDULE 13G/A |
| 2026-05-15 | Bamco Inc | 7.12% | SCHEDULE 13G |
| 2026-05-15 | Brown Advisory Inc | 19.89% | SCHEDULE 13G/A |
| 2026-07-27 | Jpmorgan Chase & Co. | 10.4% | SCHEDULE 13G/A |
| 2026-07-28 | Franklin Resources, Inc. | 6.7% | SCHEDULE 13G/A |
| 2026-07-30 | Royce & Associates LP | 8.44% | SCHEDULE 13G/A |
| 2026-08-03 | Telemark Asset Management, LLC | 5.3% | SCHEDULE 13G |
| 2026-08-05 | Driehaus Capital Management LLC | 10.49% | SCHEDULE 13G |
| 2026-08-13 | Kayne Anderson Rudnick Investment Management, LLC | 6.7% | SCHEDULE 13G |
| 2026-08-14 | J. Goldman & Co LP | 5.94% | SCHEDULE 13G/A |
| 2026-08-14 | Brown Advisory Inc | 16.64% | SCHEDULE 13G/A |
| 2026-10-07 | Brown Advisory Inc | 10.72% | SCHEDULE 13G/A |
| 2026-10-16 | Jpmorgan Chase & Co. | 6.9% | SCHEDULE 13G/A |
| 2026-10-28 | Franklin Templeton, Inc. | 3.5% | SCHEDULE 13G/A |
| 2026-10-29 | Royce & Associates LP | 3.91% | SCHEDULE 13G/A |
| 2026-10-30 | Vanguard Capital Management | 5.01% | SCHEDULE 13G |
Questions about who owns Andersen Group Inc
Who owns Andersen Group Inc?
On this page, 9 holders' latest ownership filings report 5% or more of Andersen Group Inc: Durable Capital Partners LP (13.2%, Schedule 13G, filed 2025-12-29), Brown Advisory Inc (10.72%, Schedule 13G/A, filed 2026-10-07), Driehaus Capital Management LLC (10.49%, Schedule 13G, filed 2026-08-05), Bamco Inc (7.12%, Schedule 13G, filed 2026-05-15) and Jpmorgan Chase & Co. (6.9%, Schedule 13G/A, filed 2026-10-16); 4 more are listed above.
Who are the largest shareholders of Andersen Group Inc?
By the share each holder's latest filing reports, the largest holders of Andersen Group Inc on this page are Durable Capital Partners LP (13.2%), Brown Advisory Inc (10.72%) and Driehaus Capital Management LLC (10.49%).
When did Durable Capital Partners LP buy into Andersen Group Inc?
The filings give report dates, not purchase dates. The earliest filing from Durable Capital Partners LP on this page is the Schedule 13G, filed 2025-12-29, reporting 13.2%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 27 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Andersen Group Inc
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 14, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| August 20, 2026 | IPO filing, Form 424B4 | — | IPO filings | Source |
| August 17, 2026 | IPO filing, Form S-1 | — | IPO filings | Source |
| April 28, 2026 | Leadership change: Susan Decker appointed, Director | — | Leadership changes | Source |
| December 17, 2025 | IPO filing, Form 424B4 | $16 a share | IPO filings | Source |
| December 8, 2025 | IPO filing, Form S-1/A | $14 to $16 a share | IPO filings | Source |
| November 19, 2025 | IPO filing, Form S-1/A | — | IPO filings | Source |
| September 19, 2025 | IPO filing, Form S-1 | — | IPO filings | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.