Great Elm Group Ownership | Who Owns Great Elm Group?

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Great Elm Group Ownership Summary

Great Elm Group is owned by 19.57% institutional investors, 32.49% insiders, and 47.94% retail investors. Northern right capital management is the largest institutional shareholder, holding 13.42% 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	19.57%	32.49%	47.94%
Sector	Healthcare Stocks	35.58%	11.87%	52.55%
Industry	Medical Distribution Stocks	31.96%	16.14%	51.90%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Northern right capital management	4.24M	13.42%	$7.93M
Kingdon capital management	1.17M	4.40%	$2.86M
Vanguard group	592.62K	2.05%	$1.51M
Renaissance	546.98K	1.73%	$1.02M
Blackrock	339.63K	1.13%	$611.33K
Blackrock funding, inc. /de	334.13K	1.06%	$624.82K
Geode capital management	138.87K	0.44%	$259.82K
Vanguard fiduciary trust	89.14K	0.28%	$166.70K
State street	82.92K	0.26%	$155.06K
Morgan stanley	46.12K	0.15%	$86.25K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Northern right capital management	4.24M	2.82%	$7.93M
Kingdon capital management	1.17M	0.36%	$2.86M
Trust co of toledo na /oh/	15.00K	0.00%	$28.05K
Renaissance	546.98K	0.00%	$1.02M
Bridgeway capital management	41.55K	0.00%	$77.69K
Tower research capital llc (trc)	2.69K	0.00%	$5.03K
Alden global capital	-	-	-
Royce & associates lp	-	-	-
Arbiter partners capital management	-	-	-
Barclays	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Vanguard fiduciary trust	89.14K	-	89.14K
Vanguard global advisers	6.12K	-	6.12K
Blackrock	339.63K	-	3.32K
Blackrock funding, inc. /de	334.13K	-	2.74K
Ubs group	1.61K	-	1.60K

Top Sellers

Holder	Shares	% Assets	Change
Goldman sachs group	11.47K	-	-907.57K
Alden global capital	-	-	-875.94K
Royce & associates lp	-	-	-682.25K
Clayton partners	-	-	-476.93K
Arbiter partners capital management	-	-	-255.73K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	89.14K	-	89.14K	$166.70K
Vanguard global advisers	6.12K	-	6.12K	$11.45K

Sold Out

Holder	Change
Citigroup	-1.00
Plante moran financial advisors	-3.00
Newedge advisors	-4.00
Planned solutions	-5.00
Global wealth strategies & associates	-13.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	22	-15.38%	6,188,277	-15.49%	19	3.65%	7	-22.22%	4	-50.00%
Dec 31, 2025	10	-62.96%	2,039,239	-73.11%	7	0.94%	5	-50.00%	2	-80.00%
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%

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	365.33K	1.17%	-
Vanguard Institutional Extnd Mkt Idx Tr	168.61K	0.54%	-
Cove Classic Value Small Cap	146.48K	0.48%	-
Cove Street Capital Small Cap Val Inv	100.00K	0.35%	-
Cove Street Capital Small Cap Val Instl	100.00K	0.34%	-
Fidelity Total Market Index	40.75K	0.13%	-
Bridgeway Ultra-Small Company Market	34.60K	0.11%	-
iShares Micro-Cap ETF	32.24K	0.10%	-

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

Who Owns Great Elm Group?

Great Elm Group shareholders are primarily institutional investors at 19.57%, followed by 32.49% insiders and 47.94% retail investors. The average institutional ownership in Great Elm Group's industry, Medical Distribution Stocks, is 31.96%, which Great Elm Group falls below.

Who owns the most shares of Great Elm Group?

Great Elm Group’s largest shareholders are Northern right capital management (4.24M shares, 13.42%), Kingdon capital management (1.17M shares, 4.40%), and Vanguard group (592.62K shares, 2.05%). Together, they hold 19.86% of Great Elm Group’s total shares outstanding.

Does Blackrock own Great Elm Group?

Yes, BlackRock owns 1.13% of Great Elm Group, totaling 339.63K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 611.33K$. In the last quarter, BlackRock increased its holdings by 3.32K shares, a 0.99% change.

Who is Great Elm Group’s biggest shareholder by percentage of total assets invested?

Northern right capital management is Great Elm Group’s biggest shareholder by percentage of total assets invested, with 2.82% of its assets in 4.24M Great Elm Group shares, valued at 7.93M$.

Who is the top mutual fund holder of Great Elm Group shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Great Elm Group shares, with 2.27% of its total shares outstanding invested in 643.57K Great Elm Group shares.

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