Great Elm Group, Inc. (GEG) Institutional Ownership

Ownership Summary

Great Elm Group, Inc. (NASDAQ:GEG) currently has 26 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• Great Elm saw its institutional ownership percentage fell to 23.2% in December 2025 from 25.9% in September 2025.
• On a quarter-over-quarter basis, institutional holdings shifted by 14.38%, with a year-over-year no change in the count of filers.
• During the quarter, 9 institutions bought more Great Elm shares, 8 sold shares, and 9 of the 26 total investors held their position steady.
• This class of investors increased its holdings in Great Elm to 7.32Mn shares for the 13F-cycle ending December 2025, up by 920.89K shares quarter on quarter, and down 1.68Mn shares year over year.
• Northern Right Capital Management, L.P. continues to be the largest institutional holder of Great Elm as of December 31, 2025, with a position of 4.24Mn shares, representing 13.47% of the company's outstanding stock.
• Among the most significant buyers of Great Elm during December 2025 were GOLDMAN SACHS GROUP INC (881.96K), Rockefeller Capital Management L.P. (175.15K), GEODE CAPITAL MANAGEMENT, LLC (26.46K), CITADEL ADVISORS LLC (18.51K), BlackRock, Inc. (1.27K).
• Leading sellers of Great Elm stock in December 2025 included VANGUARD GROUP INC (79.08K), UBS Group AG (64.80K), RENAISSANCE TECHNOLOGIES LLC (16.70K), JANE STREET GROUP, LLC (11.28K), MILLENNIUM MANAGEMENT LLC (7.08K).
• The top 10 institutional holders of Great Elm for the quarter ending December 2025 included Northern Right Capital Management, L.P. (4.24Mn), GOLDMAN SACHS GROUP INC (919.05K), VANGUARD GROUP INC (592.62K), RENAISSANCE TECHNOLOGIES LLC (561.18K), BlackRock, Inc. (331.38K), GEODE CAPITAL MANAGEMENT, LLC (180.87K), Rockefeller Capital Management L.P. (175.15K), STATE STREET CORP (82.92K), MILLENNIUM MANAGEMENT LLC (57.24K), MORGAN STANLEY (46.12K).