ANDGAndersen Group Inc.

CSNew York Stock Exchange (XNYS)·USD

Identity

Security key: 11723
Ticker: ANDG
Type: CS — Common Stock
Exchange: New York Stock Exchange(XNYS)
Venue group: NYSE
Operating MIC: XNYS
Market: stocks
Locale: us
Currency: USD
Listed: 2025-12-17
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: ANDG

Detail

Enriched 2026-08-14 20:47

Market cap: $5,646,619,100
Shares outstanding (class): 13,472,214
Shares outstanding (weighted): 112,932,382
SIC: 7389 SERVICES-BUSINESS SERVICES, NEC
Employees: 52,300
Location: SAN FRANCISCO, CA
Homepage: https://www.andersen.com
Description: Andersen Group Inc is a provider of independent tax, valuation, and financial advisory services to individuals and family offices, businesses, and institutional clients in the United States. It has strategically expanded its business to build an integrated platform of service offerings that enables the company to solve its clients' complex tax and financial challenges. The company's end-to-end services offerings include: Private Client Services, Business Tax Services, Alternative Investment Funds, and Valuation Services. The firm generates the key revenue from Private Client Services, which provide comprehensive tax and financial services for individuals and families, addressing complex client matters involving multigenerational wealth, charitable giving, and trust and estate planning.

Market cap and share counts drift.

Funds holding this security

27 funds · 28 positions · $136.70M reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON A…	—	$24.48M	0.91%	900,000 NS	FIGI
Royce Small-Cap Total Return Fund ROYCE FUND	—	$18.21M	2.15%	669,657 NS	FIGI
JPMorgan Small Cap Equity Fund JPMorgan Trust I	—	$16.51M	0.58%	607,095 NS	FIGI
JPMorgan Value Advantage Fund JPMorgan Trust I	—	$16.11M	0.20%	592,454 NS	FIGI
Brown Advisory Small-Cap Growth Fund Brown Advisory Funds	—	$11.47M	2.07%	421,666 NS	FIGI
ROYCE SMALL-CAP TRUST, INC. —	—	$9.88M	0.44%	363,230 NS	FIGI
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$9.68M	0.00%	356,004 NS	FIGI
Royce Small-Cap Fund ROYCE FUND	—	$8.48M	0.47%	311,937 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$3.86M	0.00%	141,908 NS	FIGI
NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST	—	$3.63M	0.97%	133,321 NS	FIGI
Driehaus Micro Cap Growth Fund Driehaus Mutual Funds	—	$2.43M	0.53%	89,263 NS	FIGI
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds	—	$1.92M	0.05%	70,713 NS	FIGI
Meridian Small Cap Growth Fund Meridian Fund Inc	—	$1.88M	0.80%	69,059 NS	FIGI
Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST	—	$1.52M	0.58%	55,880 NS	FIGI
JPMorgan SMID Cap Equity Fund JPMorgan Trust II	—	$1.38M	0.48%	50,837 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERANDG
FIGI_COMPOSITEBBG01XG59BR4
FIGI_SHARE_CLASSBBG01XG59CQ3
CIK0002065708
ISINUS0338531025
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Industrials
Industry: Commercial Services
Source: LLMunreviewed
Self-reported confidence: 0.9
Model: deepseek
Rationale: SIC 7389 indicates business services, which maps to commercial services under industrials.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.