Company · Ownership research

Great Elm Group, Inc. GEG

CIK 0001831096 · CUSIP 39037G109

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 27 rows by value; the complete set is available through the API.

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	Northern Right Capital Management, L.P. CIK 1346543 · View history	$10.82M 4,243,168 shares	2.84%	0(0.00%)Unchanged	SEC filing ↗ Feb 17, 2026	▾
02	GOLDMAN SACHS GROUP INC CIK 886982 · Amended · View history	$2.34M 919,048 shares	0.00%	+881.96K(+2,377.70%)Added	SEC filing ↗ Mar 25, 2026	▾
03	VANGUARD GROUP INC CIK 102909 · View history	$1.51M 592,619 shares	0.00%	-79.08K(-11.80%)Reduced	SEC filing ↗ Jan 29, 2026	▾
04	RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history	$1.43M 561,176 shares	0.00%	-16.70K(-2.90%)Reduced	SEC filing ↗ Feb 12, 2026	▾
05	BlackRock, Inc. CIK 2012383 · View history	$845.03K 331,383 shares	0.00%	+1.27K(+0.40%)Added	SEC filing ↗ Feb 12, 2026	▾
06	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$461.39K 180,866 shares	0.00%	+26.46K(+17.10%)Added	SEC filing ↗ Feb 9, 2026	▾
07	Rockefeller Capital Management L.P. CIK 1739439 · Amended · View history	$446.62K 175,145 shares	0.00%	+175.15KNew	SEC filing ↗ Mar 17, 2026	▾
08	STATE STREET CORP CIK 93751 · View history	$211.44K 82,917 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Feb 13, 2026	▾
09	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$145.96K 57,240 shares	0.00%	-7.08K(-11.00%)Reduced	SEC filing ↗ Feb 17, 2026	▾
10	MORGAN STANLEY CIK 895421 · Amended · View history	$117.62K 46,124 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ May 27, 2026	▾
11	BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 1107261 · View history	$105.94K 41,545 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Feb 17, 2026	▾
12	CITADEL ADVISORS LLC CIK 1423053 · View history	$78.01K 30,593 shares	0.00%	+18.51K(+153.20%)Added	SEC filing ↗ Feb 17, 2026	▾
13	NORTHERN TRUST CORP CIK 73124 · View history	$76.31K 29,926 shares	0.00%	-1.20K(-3.80%)Reduced	SEC filing ↗ Feb 17, 2026	▾
14	TRUST CO OF TOLEDO NA /OH/ CIK 1008937 · View history	$38.25K 15,000 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Jan 20, 2026	▾
15	JANE STREET GROUP, LLC CIK 1595888 · View history	$27.15K 10,647 shares	0.00%	-11.28K(-51.50%)Reduced	SEC filing ↗ Feb 12, 2026	▾
16	Tower Research Capital LLC (TRC) CIK 1533421 · View history	$4.96K 1,943 shares	0.00%	+535(+38.00%)Added	SEC filing ↗ Feb 17, 2026	▾
17	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$4.31K 1,690 shares	0.00%	-3.12K(-64.80%)Reduced	SEC filing ↗ Feb 17, 2026	▾
18	OSAIC HOLDINGS, INC. CIK 1677044 · View history	$2.75K 1,080 shares	0.00%	-7(-0.60%)Reduced	SEC filing ↗ Feb 17, 2026	▾
19	Fortitude Family Office, LLC CIK 1950506 · View history	$729.00 286 shares	0.00%	+286New	SEC filing ↗ Jan 15, 2026	▾
20	Basecamp Wealth Advisors LLC CIK 2115254 · View history	$686.00 269 shares	0.00%	—	SEC filing ↗ Jun 24, 2026	▾

Showing 20 / 27 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

7,322,996

Not deduplicated across managers

Disclosed value

$18.67M

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. · Q4 2025

Explore all 27 reporting institutions.

This page includes 20 of 27 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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Sources, coverage & how to read this data

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.