Company · Ownership research

Great Elm Group, Inc. GEG

CIK 0001831096 · CUSIP 39037G109

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$1.03M 477,276 shares	0.00%	-48.50K(-9.20%)Reduced	SEC filing ↗ Nov 12, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$385.18K 179,072 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾
03	STATE STREET CORP CIK 93751 · View history	$178.27K 82,917 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
04	TRUST CO OF TOLEDO NA /OH/ CIK 1008937 · Amended · View history	$32.25K 15,000 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 16, 2026	▾
05	UBS Group AG CIK 1610520 · View history	$4.40K 2,045 shares	0.00%	+1.13K(+122.30%)Added	SEC filing ↗ Nov 10, 2026	▾
06	OSAIC HOLDINGS, INC. CIK 1677044 · View history	$2.32K 1,080 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
07	BARRETT & COMPANY, INC. CIK 887602 · View history	$28.00 13 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 22, 2026	▾
08	Farther Finance Advisors, LLC CIK 1992825 · View history	$6.00 3 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 8, 2026	▾
09	Arax Advisory Partners CIK 1586767 · View history	$5.00 2 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 12, 2026	▾
10	CITIGROUP INC CIK 831001 · View history	$2.00 1 shares	0.00%	+1New	SEC filing ↗ Nov 4, 2026	▾
11	FMR LLC CIK 315066 · View history	$2.00 1 shares	0.00%	+1New	SEC filing ↗ Nov 10, 2026	▾

Showing 11 / 11 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

757,410

Not deduplicated across managers

Disclosed value

$1.63M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Great Elm Group, Inc. · Q3 2026

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This page includes 11 of 11 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.