GREAT ELM GROUP INC (GEG) Institutional Ownership Changes & 13F Activity

GREAT ELM GROUP INC (GEG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Northern Right Capital Management, L.P., Goldman Sachs Group Inc, Blackrock, Inc., Geode Capital Management, Llc, and Rockefeller Capital Management L.P..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Northern Right Capital Management, L.P.Buy+4,243,168—4,243,168$10.82MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+175,145—175,145$446.62KQ4 2025Feb 17, 2026
Millennium Management LlcBuy+57,240—57,240$145.96KQ4 2025Feb 17, 2026
Bridgeway Capital Management, LlcBuy+41,545—41,545$105.94KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+30,593—30,593$78.01KQ4 2025Feb 17, 2026
Northern Trust CorpBuy+29,926—29,926$76.31KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+1,943—1,943$4.96KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+1,690—1,690$4.31KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+1,080—1,080$2.75KQ4 2025Feb 17, 2026
State Street CorpBuy+82,917—82,917$211.44KQ4 2025Feb 13, 2026
Morgan StanleyBuy+46,124—46,124$117.62KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+216—216$551.00Q4 2025Feb 13, 2026
Citigroup IncBuy+1—1$3.00Q4 2025Feb 13, 2026
Blackrock, Inc.Buy+331,383—331,383$845.03KQ4 2025Feb 12, 2026
Renaissance Technologies LLCSell-16,700-2.9%561,176$1.43MQ4 2025Feb 12, 2026
Jane Street Group, LlcBuy+10,647—10,647$27.15KQ4 2025Feb 12, 2026
Federation Des Caisses Desjardins Du QuebecBuy+77—77$196.00Q4 2025Feb 12, 2026
Goldman Sachs Group IncBuy+919,048—919,048$2.34MQ4 2025Feb 10, 2026
Geode Capital Management, LlcBuy+180,866—180,866$461.39KQ4 2025Feb 09, 2026
Plante Moran Financial Advisors, LlcBuy+3—3$8.00Q4 2025Feb 05, 2026
Ubs Group AgBuy+18—18$46.00Q4 2025Jan 29, 2026
Barrett & Company, Inc.Buy+13—13$33.00Q4 2025Jan 28, 2026
Farther Finance Advisors, LlcBuy+3—3$8.00Q4 2025Jan 23, 2026
Trust Co Of Toledo NaBuy+15,000—15,000$38.25KQ4 2025Jan 20, 2026
Fortitude Family Office, LlcBuy+286—286$729.00Q4 2025Jan 15, 2026
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Frequently asked questions about GEG activity

  • Which institutional owners are buying GEG?

    Institutional owners buying GEG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in GEG activity?

    "Buy" means an investor increased their reported position in GEG compared to the prior reporting period. This reflects growing exposure to GREAT ELM GROUP INC (GEG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in GEG increasing?

    Institutional interest in GEG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.