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Andersen Group Inc. (ANDG) Institutional Holdings & 13F Ownership
Andersen Group Inc. provides independent tax, valuation, and financial advisory services to. Review ANDG institutional holders, 13F ownership, and position changes on Finoriq.
Company Snapshot
Andersen Group Inc. provides independent tax, valuation, and financial advisory services to individuals and family offices, businesses, and institutional clients in the United States. The company offers private client services that provides tax and financial services for individuals and families, addressing client matters involving multigenerational wealth, charitable giving and trust and estate planning; business tax services, such as integrated tax-related consulting and compliance services for businesses, helping organizations with managing tax planning, compliance, and reporting needs; alternative investment funds, including tax and financial services for family offices, funds of funds, hedge funds, private equity funds, venture capital funds, and real estate investment trusts; and valuation services for clients to help navigate tax laws and regulations and comply with important regulatory requirements. Andersen Group Inc. was founded in 2002 and is headquartered in San Francisco, California. Andersen Group Inc. operates as a subsidiary of Andersen Aggregator LLC.
- Company
- Andersen Group Inc. (ANDG)
- Ticker
- ANDG
- Market Cap
- $4.8B
- Latest Price
- $42.47
- Industry
- Business Services
Andersen Group Inc. (ANDG) Top Institutional Holders
Top current 13F holders indexed for Andersen Group Inc. (ANDG). Latest period 2026-03-31.
| Rank | Investor | Value | Portfolio | Filing |
|---|---|---|---|---|
| 1 | Henry EllenbogenCIK 0001798849 | $45.4M | 0.47% | Filing2026-05-15 |
| 2 | Ron BaronCIK 0001017918 | $24.5M | 0.07% | Filing2026-05-15 |
| 3 | George SorosCIK 0001029160 | $1.4M | 0.01% | Filing2026-05-15 |
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