GEG Institutional Ownership & Shareholders
GREAT ELM GROUP INC (GEG) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $13.54M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Northern Right Capital Management, L.P. is currently the largest disclosed institutional shareholder of GEG tracked by InsiderSet, reporting ownership valued at approximately $9.25M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.12M, representing an estimated loss of -1.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed GEG value among the investors covered in this analysis. Major shareholders include Northern Right Capital Management, L.P., Vanguard Capital Management Llc, Renaissance Technologies LLC, and several other long-term asset managers with concentrated positions in GREAT ELM GROUP INC (GEG).
This page ranks the largest institutional GEG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
24
Total Reported Value
$13.54M
Largest Holder
Northern Right Capital Management, L.P.
Largest Position
$9.25M
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northern Right Capital Management, L.P. | 2.75% | 4,243,168 | $9,250,106 | $9,122,811 | -$127,295 | -1.38% | |
| Vanguard Capital Management Llc | 0.00% | 533,322 | $1,162,642 | $1,146,642 | -$16,000 | -1.38% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 525,776 | $1,146,192 | $1,130,418 | -$15,774 | -1.38% |
| Blackrock, Inc. | 0.00% | 337,669 | $736,119 | $725,988 | -$10,131 | -1.38% | |
| Geode Capital Management, Llc | 0.00% | 179,072 | $390,553 | $385,005 | -$5,548 | -1.42% | |
| Vanguard Fiduciary Trust Co | 0.00% | 89,767 | $195,692 | $192,999 | -$2,693 | -1.38% | |
| State Street Corp | 0.00% | 82,917 | $180,759 | $178,272 | -$2,487 | -1.38% | |
| Bridgeway Capital Management, Llc | 0.00% | 41,545 | $90,568 | $89,322 | -$1,246 | -1.38% | |
| Morgan Stanley | 0.00% | 40,003 | $87,207 | $86,006 | -$1,201 | -1.38% | |
| Citadel Advisors Llc | 0.00% | 36,630 | $79,853 | $78,755 | -$1,099 | -1.38% | |
| Northern Trust Corp | 0.00% | 30,727 | $66,985 | $66,063 | -$922 | -1.38% | |
| Millennium Management Llc | 0.00% | 21,690 | $47,284 | $46,634 | -$651 | -1.38% | |
| Hrt Financial Lp | 0.00% | 16,203 | $35,000 | $34,836 | -$164 | -0.47% | |
| Trust Co Of Toledo Na | 0.00% | 15,000 | $32,250 | $32,250 | $0 | 0.00% | |
| Gatepass Capital, Llc | 0.01% | 10,500 | $22,890 | $22,575 | -$315 | -1.38% | |
| Vanguard Global Advisers, Llc | 0.00% | 6,122 | $13,346 | $13,162 | -$184 | -1.38% | |
| Osaic Holdings, Inc. | 0.00% | 1,080 | $2,354 | $2,322 | -$32 | -1.36% | |
| Ubs Group Ag | 0.00% | 920 | $2,005 | $1,978 | -$27 | -1.35% | |
| Tower Research Capital Llc (Trc) | 0.00% | 662 | $1,443 | $1,423 | -$20 | -1.37% | |
| Wells Fargo & Company/Mn | 0.00% | 216 | $471 | $464 | -$7 | -1.40% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 77 | $168 | $166 | -$2 | -1.46% | |
| Barrett & Company, Inc. | 0.00% | 13 | $28 | $28 | -$0 | -0.18% | |
| Farther Finance Advisors, Llc | 0.00% | 3 | $6 | $6 | +$0 | +7.50% | |
| Arax Advisory Partners | 0.00% | 2 | $5 | $4 | -$1 | -14.00% |
Frequently asked questions about GEG
Who are the largest institutional holders of GEG?
The largest institutional holders of GEG reported in the latest SEC Form 13F filings include Northern Right Capital Management, L.P., Vanguard Capital Management Llc, Renaissance Technologies LLC, Blackrock, Inc., and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported GEG position.
What is GEG institutional ownership?
This page tracks GEG positions reported by institutional investment managers through SEC Form 13F. GREAT ELM GROUP INC (GEG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GEG?
InsiderSet currently tracks 24 institutional managers reporting GEG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GEG shareholders.
How much GEG stock do institutions own?
Institutional investment managers disclosed approximately $13.54M in GEG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GEG institutional ownership last updated?
The latest GEG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GEG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GEG position after the reporting date.
Are institutions buying or selling GEG?
Institutional buying and selling can be analyzed by comparing GEG positions across consecutive 13F reporting periods. InsiderSet's GEG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GEG ownership changes.
How has GEG institutional ownership changed over time?
InsiderSet tracks GEG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.