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. | 08/14/2026 | 4.24 M | $9.25 M | 0.00% | 14.01% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 533.32 K | $1.16 M | -0.12% | 1.76% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 525.78 K | $1.15 M | -3.88% | 1.74% |
| BLACKROCK, INC. | 08/07/2026 | 337.67 K | $736.12 K | 1.06% | 1.11% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 179.07 K | $390.55 K | 28.95% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 89.77 K | $195.69 K | 0.70% | 0.30% |
| STATE STREET CORP | 08/07/2026 | 82.92 K | $180.76 K | 0.00% | 0.27% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 41.55 K | $90.57 K | 0.00% | 0.14% |
| MORGAN STANLEY | 08/13/2026 | 40.00 K | $87.21 K | -13.27% | 0.13% |
| CITADEL ADVISORS LLC | 09/02/2026 | 36.63 K | $79.85 K | 18.52% | 0.12% |
| NORTHERN TRUST CORP | 08/13/2026 | 30.73 K | $66.99 K | 2.68% | 0.10% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 21.69 K | $47.28 K | -32.94% | 0.07% |
| HRT FINANCIAL LP | 08/14/2026 | 16.20 K | $35.00 K | 100.00% | 0.05% |
| TRUST CO OF TOLEDO NA /OH/ | 07/16/2026 | 15.00 K | $32.70 K | 0.00% | 0.05% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 10.50 K | $22.89 K | 100.00% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 6.12 K | $13.35 K | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.08 K | $2.35 K | 0.00% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 920 | $2.01 K | -43.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 662 | $1.44 K | -75.36% | 0.00% |
| BASECAMP WEALTH ADVISORS LLC | 08/14/2026 | 269 | $586 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 216 | $471 | 0.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 166 | $362 | 100.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 77 | $168 | 0.00% | 0.00% |
| BARRETT & COMPANY, INC. | 07/24/2026 | 13 | $28 | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 3 | $7 | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 2 | $5 | 100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 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
VANGUARD CAPITAL MANAGEMENT LLC: 533,322
RENAISSANCE TECHNOLOGIES LLC: 525,776
BlackRock, Inc.: 337,669
GEODE CAPITAL MANAGEMENT, LLC: 179,072
VANGUARD FIDUCIARY TRUST CO: 89,767
20.51% of Great Elm Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.15 M shares in the last 24 months. This purchase volume represents approximately $14.79 M in transactions.