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Great Elm Group, Inc. (GEG) institutional ownership

Latest close $2.15 Jul 31, 2026
Market cap$59M 52-week range SectorHealthcare
Funds holding · Q1 2026
15
reported GEG position changes
Top owners · Q2 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
5 buyers · 10 sellers

Great Elm Group, Inc. (GEG) price and institutional activity

Dates

Q1 2026

$0 bought by 5 investors
VanguardBlackRock +3 more
$0 sold by 10 investors
Goldman Sachs Group IncRockefeller Capital Management L.P. +8 more
Bought Sold Totals per quarter; hover a bar for the names.

Great Elm Group, Inc. (GEG) institutional activity · 15

Investor Type Est. change Change Δ Own Date
Goldman Sachs Group Inc · Reduced
Change −908K Date Q1 2026
Goldman Sachs Group Inc Reduced· Q1 2026 −908K Q1 2026
Rockefeller Capital Management L.P. · Exited
Change −175K Δ Own −100.0% Date Q1 2026
Rockefeller Capital Management L.P. Exited· Q1 2026 −175K −100.0% Q1 2026
Geode · Reduced
Change −42K Date Q1 2026
Geode Reduced· Q1 2026 −42K Q1 2026
Vanguard · Added
Change +37K Date Q1 2026
Vanguard Added· Q1 2026 +37K Q1 2026
Millennium Management LLC · Reduced
Change −25K Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −25K Q1 2026
Renaissance Technologies LLC Reduced· Q1 2026 −14K −2.5% Q1 2026
Jane Street Group, LLC · Exited
Change −11K Δ Own −100.0% Date Q1 2026
Jane Street Group, LLC Exited· Q1 2026 −11K −100.0% Q1 2026
BlackRock · Added
Change +3K Date Q1 2026
BlackRock Added· Q1 2026 +3K Q1 2026
Bank of America Corp · Exited
Change −2K Δ Own −100.0% Date Q1 2026
Bank of America Corp Exited· Q1 2026 −2K −100.0% Q1 2026
UBS Group AG · Added
Change +2K Date Q1 2026
UBS Group AG Added· Q1 2026 +2K Q1 2026
Tower Research Capital LLC (trc) · Added
Change +744 Date Q1 2026
Tower Research Capital LLC (trc) Added· Q1 2026 +744 Q1 2026
Citadel Advisors LLC Added· Q1 2026 +313 +1.0% Q1 2026
Fortitude Family Office, LLC · Exited
Change −286 Δ Own −100.0% Date Q1 2026
Fortitude Family Office, LLC Exited· Q1 2026 −286 −100.0% Q1 2026
Plante Moran Financial Advisors, LLC · Exited
Change −3 Δ Own −100.0% Date Q1 2026
Plante Moran Financial Advisors, LLC Exited· Q1 2026 −3 −100.0% Q1 2026
Citigroup Inc · Exited
Change −1 Δ Own −100.0% Date Q1 2026
Citigroup Inc Exited· Q1 2026 −1 −100.0% Q1 2026
Data through Q1 2026 · filed May 15, 2026
15 of 15

Famous investor activity in Great Elm Group, Inc. (GEG)

Great Elm Group, Inc. (GEG) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Northern Right Capital Management, L.P. · 10% Owner 2 operations $0
Price $2.18 Qty 0 Owned 4.2M Trade date Jul 10, 2026 Filed date Jul 14, 2026
Northern Right Capital Management, L.P. 10% Owner 2 operations $2.18 0 $0 4.2M Jul 10, 2026 Jul 14, 2026
Reese Jason W. · Director Gift (G) -100K
Owned 1.0M Trade date May 28, 2026 Filed date Jun 1, 2026
Reese Jason W. Director Gift (G) -100K 1.0M May 28, 2026 Jun 1, 2026
Imperial Capital Asset Management, LLC · 10% Owner Grant (A) 27K
Owned 1.1M Trade date Mar 3, 2026 Filed date Mar 5, 2026
Imperial Capital Asset Management, LLC 10% Owner Grant (A) 27K 1.1M Mar 3, 2026 Mar 5, 2026
3 of 3

Great Elm Group, Inc. (GEG) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Northern Right Capital Management, L.P. 3.1M
% of shares outstanding 10.4% Filing date Feb 7, 2025
Northern Right Capital Management, L.P. 3.1M 10.4% Feb 7, 2025
Pc Elfun LLC 3.1M
% of shares outstanding 9.9% Filing date Aug 13, 2025
Pc Elfun LLC 3.1M 9.9% Aug 13, 2025
2 of 2

Great Elm Group, Inc. (GEG) ownership FAQ

Who owns GEG?

15 reporting institutions disclosed GEG position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.