GEG Great Elm Group, Inc.
Great Elm Group, Inc. (GEG) Institutional Ownership
What the institutions did with GEG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Northern Right Capital Management, L.P. | 4.2M | 68.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 533.3K | 8.6% |
| RENAISSANCE TECHNOLOGIES LLC | 525.8K | 8.5% |
| BlackRock, Inc. | 337.7K | 5.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 179.1K | 2.9% |
| VANGUARD FIDUCIARY TRUST CO | 89.8K | 1.4% |
| STATE STREET CORP | 82.9K | 1.3% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 41.5K | 0.7% |
| MORGAN STANLEY | 40.0K | 0.6% |
| CITADEL ADVISORS LLC | 36.6K | 0.6% |
| NORTHERN TRUST CORP | 30.7K | 0.5% |
| MILLENNIUM MANAGEMENT LLC | 21.7K | 0.3% |
| HRT FINANCIAL LP | 16.2K | 0.3% |
| TRUST CO OF TOLEDO NA /OH/ | 15.0K | 0.2% |
| GatePass Capital, LLC | 10.5K | 0.2% |
| Vanguard Global Advisers, LLC | 6.1K | 0.1% |
| OSAIC HOLDINGS, INC. | 1.1K | 0.0% |
| UBS Group AG | 920 | 0.0% |
| Tower Research Capital LLC (TRC) | 662 | 0.0% |
| Basecamp Wealth Advisors LLC | 269 | 0.0% |
| WELLS FARGO & COMPANY/MN | 216 | 0.0% |
| Federation des caisses Desjardins du Quebec | 77 | 0.0% |
| BARRETT & COMPANY, INC. | 13 | 0.0% |
| Farther Finance Advisors, LLC | 3 | 0.0% |
| Arax Advisory Partners | 2 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 138.9K | 179.1K | +40.2K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 547.0K | 525.8K | -21.2K |
| HRT FINANCIAL LP | New | 0 | 16.2K | +16.2K |
| GOLDMAN SACHS GROUP INC | Sold Out | 11.5K | 0 | -11.5K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 32.3K | 21.7K | -10.7K |
| GatePass Capital, LLC | New | 0 | 10.5K | +10.5K |
| MORGAN STANLEY | Reduced | 46.1K | 40.0K | -6.1K |
| CITADEL ADVISORS LLC | Increased | 30.9K | 36.6K | +5.7K |
| BlackRock, Inc. | Increased | 334.1K | 337.7K | +3.5K |
| Tower Research Capital LLC (TRC) | Reduced | 2.7K | 662 | -2.0K |
| NORTHERN TRUST CORP | Increased | 29.9K | 30.7K | +801 |
| UBS Group AG | Reduced | 1.6K | 920 | -694 |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 533.9K | 533.3K | -622 |
| VANGUARD FIDUCIARY TRUST CO | Increased | 89.1K | 89.8K | +622 |
| Arax Advisory Partners | New | 0 | 2 | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.