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Great Elm Group, Inc.

GEG
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001831096

No open-market purchases or sales by Great Elm Group, Inc. insiders were filed in the last 90 days; 25 institutions reported holding it in 13F filings for Q2 2026, worth $13.5M in total; no superinvestor holds it.

Other share classesGEGGL

13F holders, Q3 2022

Institutional positions in Great Elm Group, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
32
+2 vs. Q2 2022
Shares held
12.3M
−132.0K (−1.1%) vs. Q2 2022
Total value
$24.5M
−$2.13M (−8.0%) vs. Q2 2022
New holders
3
3 more added
Sold out
1
11 more reduced

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting GEG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 32 institutions
Q1 2021: 37 institutionsQ2 2021: 34 institutionsQ3 2021: 35 institutionsQ4 2021: 38 institutionsQ1 2022: 33 institutionsQ2 2022: 30 institutionsQ3 2022: 32 institutionsQ4 2022: 34 institutionsQ1 2023: 30 institutionsQ2 2023: 32 institutionsQ3 2023: 32 institutionsQ4 2023: 31 institutionsQ1 2024: 30 institutionsQ2 2024: 30 institutionsQ3 2024: 30 institutionsQ4 2024: 25 institutionsQ1 2025: 25 institutionsQ2 2025: 24 institutionsQ3 2025: 27 institutionsQ4 2025: 27 institutionsQ1 2026: 23 institutionsQ2 2026: 25 institutions
Value heldQ3 2022: $24.5M
Q1 2021: $33.8MQ2 2021: $30.5MQ3 2021: $29.8MQ4 2021: $26.2MQ1 2022: $22.7MQ2 2022: $26.7MQ3 2022: $24.5MQ4 2022: $23.8MQ1 2023: $29.0MQ2 2023: $25.3MQ3 2023: $26.3MQ4 2023: $24.3MQ1 2024: $23.7MQ2 2024: $20.2MQ3 2024: $20.3MQ4 2024: $16.3MQ1 2025: $17.0MQ2 2025: $18.6MQ3 2025: $18.6MQ4 2025: $18.7MQ1 2026: $11.6MQ2 2026: $13.5M
Institutions holding GEG and their total value by quarter
QuarterHoldersValue
Q2 202625$13.5M
Q1 202623$11.6M
Q4 202527$18.7M
Q3 202527$18.6M
Q2 202524$18.6M
Q1 202525$17.0M
Q4 202425$16.3M
Q3 202430$20.3M
Q2 202430$20.2M
Q1 202430$23.7M
Q4 202331$24.3M
Q3 202332$26.3M
Q2 202332$25.3M
Q1 202330$29.0M
Q4 202234$23.8M
Q3 202232$24.5M
Q2 202230$26.7M
Q1 202233$22.7M
Q4 202138$26.2M
Q3 202135$29.8M
Q2 202134$30.5M
Q1 202137$33.8M

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Great Elm Group, Inc.; share changes are against Q2 2022.

Institutions holding GEG in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Northern Right Capital Management, L.P.3,480,305$6.96M3.72%+286,270+9.0%Added
Kingdon Capital Management, L.L.C.1,379,049$2.76M0.85%00.0%Unchanged
Alden Global Capital LLC1,281,903$2.56M13.83%00.0%Unchanged
Cove Street Capital, LLC1,131,826$2.26M0.63%−3,355−0.3%Reduced
Vanguard Group Inc953,484$1.91M0.00%00.0%Unchanged
Arbiter Partners Capital Management LLC949,893$1.90M2.70%−14,877−1.5%Reduced
Renaissance Technologies LLC718,876$1.44M0.00%−6,500−0.9%Reduced
Royce & Associates LP682,245$1.36M0.02%00.0%Unchanged
Trellus Management Company, LLC381,019$762.0K1.32%00.0%Unchanged
BlackRock Inc.346,464$693.0K0.00%−441,490−56.0%Reduced
Geode Capital Management, LLC200,373$400.0K0.00%00.0%Unchanged
Dimensional Fund Advisors LP121,480$243.0K0.00%−3,196−2.6%Reduced
Bridgeway Capital Management, LLC104,597$209.0K0.01%00.0%Unchanged
Curated Wealth Partners LLC98,838$198.0K0.06%−1,162−1.2%Reduced
Oppenheimer Asset Management Inc.76,721$153.0K0.00%−1,374−1.8%Reduced
State Street Corp69,931$140.0K0.00%00.0%Unchanged
Royal Bank of Canada67,776$135.0K0.00%+98+0.1%Added
Morgan Stanley53,003$106.0K0.00%−499−0.9%Reduced
Clayton Partners LLC53,000$106.0K0.12%+53,000New
Northern Trust Corp43,093$86.0K0.00%00.0%Unchanged
Oppenheimer & Co Inc20,510$41.0K0.00%00.0%Unchanged
Bank of New York Mellon Corp18,238$36.0K0.00%00.0%Unchanged
Two Sigma Securities, LLC16,471$33.0K0.00%−4,215−20.4%Reduced
Trust Co of Toledo NA15,000$30.0K0.01%00.0%Unchanged
UBS Group AG6,746$13.0K0.00%+5,354+384.6%Added
Bank of America Corp1,375$3.00K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec77$1540.00%00.0%Unchanged
Barrett & Company, Inc.13$260.00%+13New
Wells Fargo & Company166$00.00%−7−4.0%Reduced
Credit Suisse AG15$00.00%00.0%Unchanged
Advisor Group Holdings, Inc.160$00.00%−210−56.8%Reduced
Tower Research Capital LLC (TRC)155$00.00%+155New
FMR LLC0$00.00%−3−100.0%Sold out