Great Elm Group Ownership | Who Owns Great Elm Group?
Great Elm Group Ownership Summary
Great Elm Group is owned by 7.04% institutional investors, 31.21% insiders, and 61.75% 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 | 7.04% | 31.21% | 61.75% |
| Sector | Healthcare Stocks | 232.01% | 10.74% | -142.75% |
| Industry | Medical Distribution Stocks | 31.03% | 11.64% | 57.33% |
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 |
| Goldman sachs group | 919.05K | 2.91% | $2.34M |
| Vanguard group | 592.62K | 2.05% | $1.51M |
| Renaissance | 561.18K | 1.77% | $1.43M |
| Blackrock | 339.63K | 1.13% | $611.33K |
| Blackrock funding, inc. /de | 331.38K | 1.05% | $845.03K |
| Geode capital management | 180.87K | 0.57% | $461.39K |
| State street | 82.92K | 0.31% | $203.15K |
| Bridgeway capital management | 41.55K | 0.16% | $101.78K |
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% | $38.25K |
| Bridgeway capital management | 41.55K | 0.00% | $101.78K |
| Renaissance | 561.18K | 0.00% | $1.43M |
| Goldman sachs group | 919.05K | 0.00% | $2.34M |
| Fortitude family office | 286.00 | 0.00% | $729.00 |
| Tower research capital llc (trc) | 1.41K | 0.00% | $3.45K |
| Federation des caisses desjardins du quebec | 77.00 | - | $196.00 |
| Alden global capital | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 919.05K | 0.00% | 881.96K |
| Geode capital management | 180.87K | - | 26.46K |
| 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 |
| Arbiter partners capital management | - | - | -255.73K |
| Kingdon capital management | 1.17M | 0.36% | -100.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Citadel advisors | 13.00K | - | 13.00K | $23.40K |
| Tower research capital llc (trc) | 1.41K | 0.00% | 1.41K | $3.45K |
| Fortitude family office | 286.00 | 0.00% | 286.00 | $729.00 |
| Plante moran financial advisors | 3.00 | - | 3.00 | $8.00 |
| Citigroup | 1.00 | - | 1.00 | $3.00 |
Sold Out
| Holder | Change |
|---|---|
| Newedge advisors | -4.00 |
| Planned solutions | -5.00 |
| Global wealth strategies & associates | -13.00 |
| Raymond james financial | -50.00 |
| Barclays | -279.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 16 | -46.67% | 2,293,787 | -78.42% | 7 | 0.59% | 4 | - | 6 | -40.00% |
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 | 1.12% | - |
| Cove Classic Value Small Cap | 146.48K | 0.48% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 132.02K | 0.40% | - |
| Cove Street Capital Small Cap Val Inv | 100.00K | 0.35% | - |
| Cove Street Capital Small Cap Val Instl | 100.00K | 0.34% | - |
| Fidelity Extended Market Index | 84.20K | 0.26% | 26.40K |
| Fidelity Total Market Index | 40.75K | 0.12% | - |
| Bridgeway Ultra-Small Company Market | 34.60K | 0.11% | - |
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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