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. | 05/15/2026 | 4.24 M | $7.93 M | 0.00% | 13.42% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 546.98 K | $1.02 M | -2.53% | 1.73% |
| 05/15/2026 | 533.94 K | $998.48 K | 100.00% | 1.69% | |
| BLACKROCK, INC. | 05/13/2026 | 334.13 K | $624.82 K | 0.83% | 1.06% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 138.87 K | $259.82 K | -23.22% | 0.44% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 89.15 K | $166.70 K | 100.00% | 0.28% |
| STATE STREET CORP | 05/15/2026 | 82.92 K | $155.06 K | 0.00% | 0.26% |
| MORGAN STANLEY | 05/15/2026 | 46.12 K | $86.25 K | 0.00% | 0.15% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 41.55 K | $77.69 K | 0.00% | 0.13% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 32.35 K | $60.49 K | -43.49% | 0.10% |
| CITADEL ADVISORS LLC | 05/15/2026 | 30.91 K | $57.79 K | 1.02% | 0.10% |
| NORTHERN TRUST CORP | 05/14/2026 | 29.93 K | $55.96 K | 0.00% | 0.09% |
| TRUST CO OF TOLEDO NA /OH/ | 04/15/2026 | 15.00 K | $28.05 K | 0.00% | 0.05% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 11.48 K | $21.46 K | -98.75% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 6.12 K | $11.45 K | 100.00% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 2.69 K | $5.03 K | 38.29% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 1.61 K | $3.02 K | 8,866.67% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.08 K | $2.02 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 216 | $404 | 0.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 77 | $144 | 0.00% | 0.00% |
| BARRETT & COMPANY, INC. | 05/04/2026 | 13 | $24 | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 3 | $6 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| PLANTE MORAN FINANCIAL ADVISORS, LLC | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| FORTITUDE FAMILY OFFICE, LLC | 04/16/2026 | 0 | $0 | -100.00% | 0.00% |
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Great Elm Group Inc institutional Ownership - FAQ's
During the previous two years, 31 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
RENAISSANCE TECHNOLOGIES LLC: 546,976
BlackRock, Inc.: 334,126
GEODE CAPITAL MANAGEMENT, LLC: 138,868
VANGUARD FIDUCIARY TRUST CO: 89,145
STATE STREET CORP: 82,917
19.57% of Great Elm Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.59 M shares in the last 24 months. This purchase volume represents approximately $13.64 M in transactions.