Great Elm Group Ownership | Who Owns Great Elm Group?
Great Elm Group Ownership Summary
Great Elm Group is owned by 4.28% institutional investors, 29.76% insiders, and 65.96% retail investors. Northern right capital management is the largest institutional shareholder, holding 15.97% of GEG shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.27% of its assets in Great Elm Group shares.
GEG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Great Elm Group | 4.28% | 29.76% | 65.96% |
| Sector | Healthcare Stocks | 42.54% | 10.83% | 46.63% |
| Industry | Medical Distribution Stocks | 32.20% | 13.39% | 54.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Northern right capital management | 4.24M | 15.97% | $10.40M |
| Kingdon capital management | 1.17M | 4.40% | $2.86M |
| Vanguard group | 671.70K | 2.53% | $1.65M |
| Renaissance | 577.88K | 2.18% | $1.42M |
| Blackrock funding, inc. /de | 330.12K | 1.24% | $808.79K |
| Blackrock | 339.63K | 1.13% | $611.33K |
| Geode capital management | 154.41K | 0.58% | $378.48K |
| State street | 82.92K | 0.31% | $203.15K |
| Ubs group | 64.82K | 0.24% | $158.81K |
| Morgan stanley | 46.12K | 0.17% | $113.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Northern right capital management | 4.24M | 3.22% | $10.40M |
| Kingdon capital management | 1.17M | 0.36% | $2.86M |
| Trust co of toledo na /oh/ | 15.00K | 0.00% | $36.75K |
| Bridgeway capital management | 41.55K | 0.00% | $101.78K |
| Renaissance | 577.88K | 0.00% | $1.42M |
| Tower research capital llc (trc) | 1.41K | 0.00% | $3.45K |
| Federation des caisses desjardins du quebec | 77.00 | - | $189.00 |
| Alden global capital | - | - | - |
| Blackrock | 339.63K | - | $611.33K |
| Advisor group | 1.09K | - | $2.67K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 37.09K | - | 37.09K |
| Jane street group | 21.93K | - | 21.93K |
| State street | 82.92K | - | 15.80K |
| Citadel advisors | 13.00K | - | 13.00K |
| Blackrock | 339.63K | - | 3.32K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alden global capital | - | - | -875.94K |
| Royce & associates lp | - | - | -682.25K |
| Clayton partners | - | - | -476.93K |
| Vanguard group | 671.70K | - | -330.67K |
| Arbiter partners capital management | - | - | -255.73K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Goldman sachs group | 37.09K | - | 37.09K | $90.88K |
| Jane street group | 21.93K | - | 21.93K | $53.73M |
| Citadel advisors | 13.00K | - | 13.00K | $23.40K |
| Tower research capital llc (trc) | 1.41K | 0.00% | 1.41K | $3.45K |
| Barclays | 279.00 | - | 279.00 | $684.00 |
Sold Out
| Holder | Change |
|---|---|
| Newedge advisors | -4.00 |
| Planned solutions | -5.00 |
| Global wealth strategies & associates | -13.00 |
| Raymond james financial | -50.00 |
| Jpmorgan chase | -329.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 8 | -66.67% | 1,182,941 | -86.82% | 4 | 0.39% | 2 | -33.33% | 3 | -66.67% |
| Jun 30, 2025 | 24 | -4.00% | 8,970,991 | -0.39% | 33 | 2.98% | 2 | -71.43% | 9 | 80.00% |
| Mar 31, 2025 | 2 | -92.31% | 5,119,110 | -43.17% | 19 | 1.84% | - | -100.00% | - | -100.00% |
| Dec 31, 2024 | 16 | -46.67% | 2,293,787 | -78.42% | 7 | 0.59% | 4 | - | 6 | -40.00% |
| Sep 30, 2024 | 30 | - | 10,630,968 | -5.34% | 36 | 2.62% | 4 | -69.23% | 10 | 42.86% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 643.57K | 2.27% | - |
| Royce Micro Cap Trust | 682.25K | 2.24% | - |
| Vanguard Total Stock Mkt Idx Inv | 605.60K | 2.07% | -13.24K |
| Vanguard Institutional Extnd Mkt Idx Tr | 246.50K | 0.84% | -112.32K |
| Cove Classic Value Small Cap | 146.48K | 0.48% | - |
| Fidelity Extended Market Index | 114.82K | 0.40% | -944.00 |
| Cove Street Capital Small Cap Val Inv | 100.00K | 0.35% | - |
| Cove Street Capital Small Cap Val Instl | 100.00K | 0.34% | - |
| Bridgeway Ultra-Small Company Market | 49.60K | 0.17% | - |
| Fidelity Total Market Index | 41.09K | 0.14% | -87.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 21, 2024 | Northern Right Capital Management, L.P. | Member of 13D 10% Group | Buy | $44.26K |
| May 22, 2024 | Northern Right Capital Management, L.P. | Member of 13D 10% Group | Buy | $35.27K |
| May 23, 2024 | Northern Right Capital Management, L.P. | Member of 13D 10% Group | Buy | $8.79K |
| May 21, 2024 | Reese Jason W. | See remarks | Buy | $44.22K |
| May 23, 2024 | Reese Jason W. | See remarks | Buy | $8.78K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 16 | - |
GEG Ownership FAQ
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