Great Elm Group Inc
Ownership
Ownership Structure
Who owns Great Elm Group Inc (GEG)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 33.9% of the shares are freely tradable; institutional investors hold 40.1%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Becker Drapkin Management, L.P. | 14.27 | 4,243,168 | +0.0 | 06/30/2026 |
| Vanguard Capital Management, LLC | 1.79 | 533,322 | -0.1 | 06/30/2026 |
| Renaissance Technologies Corp | 1.77 | 525,776 | -3.9 | 06/30/2026 |
| BlackRock Inc | 1.14 | 337,669 | +1.1 | 06/30/2026 |
| Geode Capital Management, LLC | 0.60 | 179,072 | +29.0 | 06/30/2026 |
| Vanguard Fiduciary Trust Co | 0.30 | 89,767 | +0.7 | 06/30/2026 |
| State Street Corp | 0.28 | 82,917 | +0.0 | 06/30/2026 |
| Bridgeway Capital Management, LLC | 0.14 | 41,545 | +0.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 1.23 | 365,330 | +0.0 | 09/30/2026 |
| Fidelity Extended Market Index | 0.22 | 65,823 | -0.5 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Northern Right Capital Management, L.P. | 10% Owner | 4,243,168 | 9,334,970 $ | Jul 10, 2026 | indirect |
| Great Elm Group, Inc. | 10% Owner | 1,244,167 | 2,737,167 $ | Sep 21, 2026 | direct |
| Reese Jason W. | See remarks | 1,141,828 | 2,512,022 $ | Sep 21, 2026 | direct |
| Kleinman Adam M | President | 608,131 | 1,337,888 $ | Sep 21, 2026 | direct |
| Milz Nichole | Chief Operating Officer | 219,881 | 483,738 $ | Sep 21, 2026 | direct |
| Davis Keri | Chief Financial Officer | 55,846 | 122,861 $ | Sep 21, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Reese Jason W. | See remarks | Other | 137,501 | 0.00 | – |
| Sep 21, 2026 | Great Elm Group, Inc. | 10% Owner | Other | 111,958 | 0.00 | – |
| Sep 21, 2026 | Milz Nichole | Chief Operating Officer | Other | 23,701 | 2.15 | 50,957 |
| Sep 21, 2026 | Milz Nichole | Chief Operating Officer | Other | 48,698 | 0.00 | – |
| Sep 21, 2026 | Davis Keri | Chief Financial Officer | Other | 7,642 | 2.15 | 16,430 |
| Sep 21, 2026 | Davis Keri | Chief Financial Officer | Other | 20,052 | 0.00 | – |
| Sep 21, 2026 | Kleinman Adam M | President | Other | 17,367 | 2.15 | 37,339 |
| Sep 21, 2026 | Kleinman Adam M | President | Other | 40,104 | 0.00 | – |
| Jul 10, 2026 | Northern Right Capital Management, L.P. | 10% Owner | Other | 7,887 | 2.18 | 17,194 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.