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. | 02/17/2026 | 4.24 M | $10.82 M | 0.00% | 13.42% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 919.05 K | $2.34 M | 2,377.69% | 2.91% |
| VANGUARD GROUP INC | 01/29/2026 | 592.62 K | $1.51 M | -11.77% | 1.87% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 561.18 K | $1.43 M | -2.89% | 1.77% |
| BLACKROCK, INC. | 02/12/2026 | 331.38 K | $845.03 K | 0.38% | 1.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 180.87 K | $461.39 K | 17.14% | 0.57% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 175.15 K | $446.62 K | 100.00% | 0.55% |
| STATE STREET CORP | 02/13/2026 | 82.92 K | $211.44 K | 0.00% | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 57.24 K | $145.96 K | -11.01% | 0.18% |
| MORGAN STANLEY | 02/13/2026 | 46.12 K | $117.62 K | 0.00% | 0.15% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 41.55 K | $105.94 K | 0.00% | 0.13% |
| CITADEL ADVISORS LLC | 02/17/2026 | 30.59 K | $78.01 K | 153.21% | 0.10% |
| NORTHERN TRUST CORP | 02/17/2026 | 29.93 K | $76.31 K | -3.85% | 0.09% |
| TRUST CO OF TOLEDO NA /OH/ | 01/20/2026 | 15.00 K | $38.25 K | 0.00% | 0.05% |
| JANE STREET GROUP, LLC | 02/12/2026 | 10.65 K | $27.15 K | -51.45% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 1.94 K | $4.96 K | 38.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.69 K | $4.31 K | -64.84% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.08 K | $2.75 K | -0.64% | 0.00% |
| FORTITUDE FAMILY OFFICE, LLC | 01/15/2026 | 286 | $729 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 216 | $551 | 0.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 77 | $196 | 0.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 18 | $46 | -99.97% | 0.00% |
| BARRETT & COMPANY, INC. | 01/28/2026 | 13 | $33 | 0.00% | 0.00% |
| PLANTE MORAN FINANCIAL ADVISORS, LLC | 02/05/2026 | 3 | $8 | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 3 | $8 | 0.00% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 1 | $3 | 100.00% | 0.00% |
| BARCLAYS PLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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Great Elm Group Inc institutional Ownership - FAQ's
During the previous two years, 35 institutional investors and hedge funds held shares of Great Elm Group Inc. The most heavily invested institutionals were:
TRUST CO OF TOLEDO NA /OH/: 15,000
UBS Group AG: 1,614
BARRETT & COMPANY, INC.: 13
Farther Finance Advisors, LLC: 3
Fortitude Family Office, LLC: 0
Plante Moran Financial Advisors, LLC: 0
23.16% of Great Elm Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.66 M shares in the last 24 months. This purchase volume represents approximately $15.87 M in transactions.