Great Elm Group, Inc. (GEG) Institutional Ownership

Ownership Summary

Great Elm Group, Inc. (NASDAQ:GEG) has 26 institutional investors with active 13F positions as of December 2025.

• Collectively, these holders controlled 23.2% of Great Elm's outstanding shares in December 2025, down from 26.2% in September 2025.
• Their total shares held in GEG increased 14.3% from the prior quarter, while the number of investors in Great Elm stayed flat year over year.
• Of these 26 holders, 9 added to their stakes in Great Elm, 8 trimmed positions, and 9 made no changes.
• Institutional investors collectively held 7.32Mn shares in Great Elm as of December 2025, up by 916.08K shares quarter on quarter, and down 1.72Mn shares year over year.
• As of December 31, 2025, Northern Right Capital Management, L.P. held the largest stake in Great Elm with 4.24Mn shares, accounting for 13.42% of total shares outstanding.
• The biggest buyers of Great Elm for the quarter ending December 2025 included VANGUARD CAPITAL MANAGEMENT LLC (533.94K), VANGUARD FIDUCIARY TRUST CO (89.14K), Vanguard Global Advisers, LLC (6.12K), BlackRock, Inc. (2.74K), UBS Group AG (1.6K).
• Leading sellers of Great Elm shares for the quarter ending December 2025 were Goldman Sachs Group Inc (1.83Mn), GEODE CAPITAL MANAGEMENT, LLC (42.0K), MILLENNIUM MANAGEMENT LLC (24.9K), RENAISSANCE TECHNOLOGIES LLC (14.2K).
• Per Business Quant data, the top 10 holders of Great Elm for the quarter ending December 2025 are Northern Right Capital Management, L.P. (4.24Mn), RENAISSANCE TECHNOLOGIES LLC (546.98K), VANGUARD CAPITAL MANAGEMENT LLC (533.94K), BlackRock, Inc. (334.13K), GEODE CAPITAL MANAGEMENT, LLC (138.87K), VANGUARD FIDUCIARY TRUST CO (89.14K), State Street Corp (82.92K), Morgan Stanley (46.12K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (41.54K), MILLENNIUM MANAGEMENT LLC (32.34K).