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Who owns GEGWhat GEG owns — n/a

Who owns Great Elm Group, Inc.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of GEG from SEC Form 13F filings across 26 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 26 institutions disclosed 6.2M shares of Great Elm Group, Inc. worth $13.5M — about 20.5% of shares outstanding; the largest disclosed holder is Northern Right Capital Management, L.P.. Source: SEC Form 13F filings, parsed by EvidInvest.

26

13F holders

$13.5M

value, 2026 filers

20.5%

of shares outstanding (6.2M sh)

5

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of GEG's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Northern Right Capital Management, L.P.4.2M$9.3M2.7%14%0.0%
2VANGUARD CAPITAL MANAGEMENT LLC533,322$1.2M0.0%1.8%-0.1%
3RENAISSANCE TECHNOLOGIES LLC525,776$1.1M0.0%1.7%-3.9%
4BlackRock, Inc.337,669$736,1190.0%1.1%+1.1%
5GEODE CAPITAL MANAGEMENT, LLC179,072$390,5530.0%0.6%+29.0%
6VANGUARD FIDUCIARY TRUST CO89,767$195,6920.0%0.3%+0.7%
7STATE STREET CORP82,917$180,7590.0%0.3%0.0%
8BRIDGEWAY CAPITAL MANAGEMENT, LLC41,545$90,5680.0%0.1%0.0%
9MORGAN STANLEY40,003$87,2070.0%0.1%-13.3%
10CITADEL ADVISORS LLC36,630$79,8530.0%0.1%+18.5%
11NORTHERN TRUST CORP30,727$66,9850.0%0.1%+2.7%
12MILLENNIUM MANAGEMENT LLC21,690$47,2840.0%0.1%-32.9%
13HRT FINANCIAL LPNEW16,203$350.0%0.1%new
14TRUST CO OF TOLEDO NA /OH/15,000$32,7000.0%0%0.0%
15GatePass Capital, LLCNEW10,500$22,8900.0%0%new
16Vanguard Global Advisers, LLC6,122$13,3460.0%0%0.0%
17OSAIC HOLDINGS, INC.1,080$2,3540.0%0%0.0%
18UBS Group AG920$2,0050.0%0%-43.0%
19Tower Research Capital LLC (TRC)662$1,4430.0%0%-75.4%
20Basecamp Wealth Advisors LLCNEW269$5860.0%0%new
21WELLS FARGO & COMPANY/MN216$4710.0%0%0.0%
22MERCER GLOBAL ADVISORS INC /ADVNEW166$3620.0%0%new
23Federation des caisses Desjardins du Quebec77$1680.0%0%0.0%
24BARRETT & COMPANY, INC.13$280.0%0%0.0%
25Farther Finance Advisors, LLC3$70.0%0%0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.