Great Elm Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. | 11/14/2025 | 4.24 M | $10.40 M | 0.00% | 15.97% |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 11/14/2025 | 1.17 M | $2.86 M | -7.88% | 4.40% |
| VANGUARD GROUP INC | 11/07/2025 | 671.70 K | $1.65 M | -32.99% | 2.53% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 577.88 K | $1.42 M | -3.19% | 2.18% |
| BLACKROCK, INC. | 11/12/2025 | 330.12 K | $808.79 K | -0.73% | 1.24% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 154.41 K | $378.48 K | -32.26% | 0.58% |
| STATE STREET CORP | 11/14/2025 | 82.92 K | $203.15 K | 23.54% | 0.31% |
| UBS GROUP AG | 11/13/2025 | 64.82 K | $158.81 K | -46.37% | 0.24% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 64.32 K | $157.58 K | 100.00% | 0.24% |
| MORGAN STANLEY | 11/14/2025 | 46.12 K | $113.01 K | 0.00% | 0.17% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 41.55 K | $101.79 K | -26.53% | 0.16% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 37.09 K | $90.88 K | 100.00% | 0.14% |
| NORTHERN TRUST CORP | 11/14/2025 | 31.12 K | $76.25 K | -32.79% | 0.12% |
| JANE STREET GROUP, LLC | 11/14/2025 | 21.93 K | $53.73 K | 100.00% | 0.08% |
| TRUST CO OF TOLEDO NA /OH/ | 10/16/2025 | 15.00 K | $36.75 K | 0.00% | 0.06% |
| CITADEL ADVISORS LLC | 11/14/2025 | 12.08 K | $29.60 K | -38.60% | 0.05% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 11.42 K | $27.98 K | 0.00% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 4.81 K | $11.78 K | 293.61% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 1.41 K | $3.45 K | 100.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 1.09 K | $2.67 K | -1.81% | 0.00% |
| BARCLAYS PLC | 11/12/2025 | 279 | $684 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 216 | $529 | 0.00% | 0.00% |
| FMR LLC | 11/13/2025 | 84 | $206 | 8,300.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/14/2025 | 77 | $189 | 0.00% | 0.00% |
| BARRETT & COMPANY, INC. | 10/31/2025 | 13 | $32 | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 3 | $7 | 100.00% | 0.00% |
| COVE STREET CAPITAL, LLC | 11/13/2025 | 1 | $2 | 100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ALDEN GLOBAL CAPITAL LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
Great Elm Group, Inc. institutional Ownership - FAQ's
During the previous two years, 33 institutional investors and hedge funds held shares of Great Elm Group, Inc.. The most heavily invested institutionals were:
Northern Right Capital Management, L.P.: 4.24 M
KINGDON CAPITAL MANAGEMENT, L.L.C.: 1.17 M
VANGUARD GROUP INC: 671,704
RENAISSANCE TECHNOLOGIES LLC: 577,876
BlackRock, Inc.: 330,117
GEODE CAPITAL MANAGEMENT, LLC: 154,406
27.43% of Great Elm Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.92 M shares in the last 24 months. This purchase volume represents approximately $19.17 M in transactions.