Great Elm GEG Institutional Ownership

Ownership Summary

Great Elm Group, Inc. (NASDAQ:GEG) showed up in the 13F filings of 22 institutional investors as of March 2026.

• These investors held 22101.0% of outstanding shares in March 2026, down from 29023.9% in December 2025.
• They decreased total shares held in Great Elm by -17.06% from the prior quarter, while the number of investors in GEG decreased 15.38% year over year.
• Among the 22 funds, 7 bought more Great Elm shares, 4 sold down, and 11 held their ground.
• Combined, these investors held 6.19Mn shares in GEG for March 2026, down by 1.27Mn shares quarter on quarter, and down 2.82Mn shares year over year.
• As of March 31, 2026, the biggest holder of Great Elm is Northern Right Capital Management, L.P. at 4.24Mn shares, representing 15154.17% of shares outstanding.
• The most significant purchases of GEG for the quarter ending March 2026 came from 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).
• The largest sellers of Great Elm for the quarter ending March 2026 were Goldman Sachs Group Inc (1.83Mn), GEODE CAPITAL MANAGEMENT, LLC (42.0K), MILLENNIUM MANAGEMENT LLC (24.9K), RENAISSANCE TECHNOLOGIES LLC (14.2K).
• Business Quant data shows the 10 biggest positions in Great Elm as of March 2026 are held by 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).