ANDG (Andersen Group) Institutional Ownership: 14.09% (As of Jul. 05, 2026)


ANDG Andersen Group Inc ANDG
16 GF Score
Price $36.36
! 3 Warning Signs
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What is Andersen Group Institutional Ownership?

Andersen Group ANDG -1.41% 16 Institutional Ownership is 14.09% as of Jul. 05, 2026. GuruFocus rates ANDG with a GF Score™ of 16/100. The stock has 3 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Andersen Group's institutional ownership is 14.09%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Andersen Group's Insider Ownership is 0.04%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Andersen Group's Float Percentage Of Total Shares Outstanding is 4.38%.

Andersen Group Institutional Ownership Historical Data

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The historical data trend for Andersen Group's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Andersen Group Institutional Ownership Chart

Andersen Group Historical Data

The historical data trend for Andersen Group can be seen below:

2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 8.29 8.73 9.46 11.38 10.87 10.74 10.80
ANDG
16GF Score
Andersen Group Inc ANDG
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Andersen Group Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 14.09% mean?
Andersen Group (ANDG) has a Institutional Ownership of 14.09% as of Jul. 05, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Andersen Group and its competitors.
Is Andersen Group's Institutional Ownership too high?
Andersen Group's current Institutional Ownership is 14.09%. Overall, Andersen Group has a GF Score™ of 16/100, reflecting its overall financial health beyond just this single metric.
How does Andersen Group's Institutional Ownership compare to BFAM and HRB?
Andersen Group's Institutional Ownership of 14.09% can be compared against companies in the Personal Services industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Personal Services company?
A good Institutional Ownership depends on the Personal Services industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Andersen Group and its competitors. Andersen Group's current Institutional Ownership is 14.09%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Andersen Group stock overvalued right now?
Andersen Group (ANDG) has a current Institutional Ownership of 14.09%. The current Institutional Ownership is 14.09%. Andersen Group's overall GF Score™ is 16/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Andersen Group (ANDG), the current Institutional Ownership is 14.09% as of Jul. 05, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Andersen Group Business Description

Address 333 Bush Street, Suite 1700, San Francisco, CA, USA, 94104
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.
16GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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