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Bridge Investment Group Ownership | Who Owns Bridge Investment Group?

OverviewForecastRevenueFinancialsChartTranscripts

Bridge Investment Group Ownership Summary

Bridge Investment Group is owned by 57.29% institutional investors, 12.70% insiders, and 30.01% retail investors. Vanguard group is the largest institutional shareholder, holding 12.25% of BRDG shares. Jennison SMid Cap Core Equity is the top mutual fund, with 3.56% of its assets in Bridge Investment Group shares.

BRDG Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockBridge Investment Group57.29%12.70%30.01%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryAsset Management Stocks41.71%9.02%49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group3.84M12.25%$28.50M
Jennison associates3.30M10.52%$24.46M
Voss capital1.75M5.58%$12.99M
Franklin resources1.27M4.06%$9.44M
Morgan stanley1.04M3.33%$7.74M
Philadelphia financial management of san francisco919.34K2.93%$6.82M
Lord, abbett855.93K2.73%$6.35M
Royce & associates lp764.32K2.44%$5.67M
Blackrock576.90K1.84%$4.28M
Millennium management570.24K1.82%$4.23M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Voss capital1.75M1.30%$12.99M
Philadelphia financial management of san francisco919.34K1.20%$6.82M
Corton capital79.03K0.31%$586.43K
Cornercap investment counsel78.39K0.09%$581.67K
Matrix private capital group12.95K0.06%$96.09K
Olympiad research lp10.83K0.06%$80.37K
Royce & associates lp764.32K0.05%$5.67M
Lord, abbett855.93K0.02%$6.35M
Quarry lp8.35K0.02%$61.96K
Strategic wealth partners20.96K0.02%$155.52K

Top Buyers

HolderShares% AssetsChange
Vanguard group3.84M0.00%1.27M
Voss capital1.75M1.30%442.19K
Royce & associates lp764.32K0.05%389.32K
Fmr389.14K0.00%385.18K
Norges bank88.20K0.00%88.20K

Top Sellers

HolderShares% AssetsChange
Philadelphia financial management of san francisco919.34K1.20%-478.77K
Phase 2 partners---408.54K
Balyasny asset management249.39K0.00%-292.30K
Franklin resources1.27M0.00%-201.94K
Cubist systematic strategies---104.23K

New Positions

HolderShares% AssetsChangeValue
Norges bank88.20K0.00%88.20K$654.44K
State of tennessee, treasury department38.55K0.00%38.55K$286.01K
Susquehanna group, llp13.30K-13.30K$98.69K
Olympiad research lp10.83K0.06%10.83K$80.37K
Prelude capital management10.40K0.01%10.40K$77.15K

Sold Out

HolderChange
Wealthcollab-253.00
Albion financial group /ut-5.00K
Tower research capital llc (trc)-5.62K
Aquatic capital management-6.30K
Citigroup-7.78K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202472-2.70%18,900,646-0.43%571.56%38-25-
Jun 30, 202474-6.33%18,981,3950.23%601.30%38-13.64%254.17%
Mar 31, 202479-2.47%18,938,0402.57%681.35%44-24.14%24118.18%
Dec 31, 20238130.65%18,463,965-5.12%711.19%5881.25%11-15.38%
Sep 30, 20236210.71%19,461,336-0.06%771.28%32-3.03%13-7.14%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Jennison SMid Cap Core Equity1.49M3.56%-
PGIM Jennison Small Company A1.49M3.55%-
Franklin US Small Cap Growth Equity1.20M2.87%-12.31K
Franklin Small Cap Growth Adv1.20M2.87%-
Vanguard Total Stock Mkt Idx Inv1.13M2.70%162.99K
Vanguard Small Cap Index943.94K2.26%1.85K
Vanguard Small Cap Value Index Inv636.73K1.52%-220.00
Lord Abbett Small Cap Value A608.41K1.46%-5.46K
Vanguard Institutional Extnd Mkt Idx Tr583.88K1.40%-32.72K
Fidelity Advisor Stock Selec Mid Cp I546.03K1.31%107.46K

Recent Insider Transactions

DateNameRoleActivityValue
Jul 22, 2024Elsnab Katherine Chief Financial OfficerSell$3.21K
Jul 24, 2024Elsnab Katherine Chief Financial OfficerSell$3.14K
Jul 23, 2024Elsnab Katherine Chief Financial OfficerSell$3.03K
Jul 23, 2024Morse Robert Randolph Executive ChairmanSell$201.83K
Jul 22, 2024Morse Robert Randolph Executive ChairmanSell$213.30K

Insider Transactions Trends

DateBuySell
2024 Q3-15
2024 Q2--
2024 Q1--
2023 Q3--
2023 Q2--

BRDG Ownership FAQ

Who Owns Bridge Investment Group?

Bridge Investment Group shareholders are primarily institutional investors at 57.29%, followed by 12.70% insiders and 30.01% retail investors. The average institutional ownership in Bridge Investment Group's industry, Asset Management Stocks, is 41.71%, which Bridge Investment Group exceeds.

Who owns the most shares of Bridge Investment Group?

Bridge Investment Group’s largest shareholders are Vanguard group (3.84M shares, 12.25%), Jennison associates (3.3M shares, 10.52%), and Voss capital (1.75M shares, 5.58%). Together, they hold 28.35% of Bridge Investment Group’s total shares outstanding.

Does Blackrock own Bridge Investment Group?

Yes, BlackRock owns 1.84% of Bridge Investment Group, totaling 576.9K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 4.28M$. In the last quarter, BlackRock increased its holdings by 2.28K shares, a 0.40% change.

Who is Bridge Investment Group’s biggest shareholder by percentage of total assets invested?

Voss capital is Bridge Investment Group’s biggest shareholder by percentage of total assets invested, with 1.30% of its assets in 1.75M Bridge Investment Group shares, valued at 12.99M$.

Who is the top mutual fund holder of Bridge Investment Group shares?

Jennison SMid Cap Core Equity is the top mutual fund holder of Bridge Investment Group shares, with 3.56% of its total shares outstanding invested in 1.49M Bridge Investment Group shares.

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