Bridge Investment Group Holdings Inc (BRDG) Ownership

9.76 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Bridge Investment Group Holdings Inc (BRDG), owning a total of 3.8 million shares. Combined, the top 43 institutional holders of BRDG own 64.23% of the company with a total of 26.3 million shares.

In the latest ownership report on June 30th 2024, the top 43 institutional holders increased their combined ownership of BRDG by 1.6 million shares. 12 institutions bought 2,713,662 total additional shares and increased their ownership by an average of 838.14%. However 9 institutions sold 1,129,168 total shares and decreased their ownership by an average of 18.03%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Bridge Investment Group Holdings increased by a net total of 1,584,494 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.199%	49.168%	3,840,998	1,266,057	2024-06-30
Jennison Associates LLC	7.894%	1.070%	3,296,103	34,885	2024-06-30
Morgan Stanley - Brokerage Accounts	4.996%	0.062%	2,086,170	1,302	2024-06-30
Voss Capital LLC	4.191%	33.810%	1,750,040	442,187	2024-06-30
Franklin Resources Inc	3.048%	-13.695%	1,272,612	-201,940	2024-06-30
Philadelphia Financial Mgmt Of San Franc	2.202%	-34.244%	919,336	-478,773	2024-06-30
Lord, Abbett & Co LLC	2.050%	-0.584%	855,932	-5,031	2024-06-30
Royce & Associates, LP	1.831%	103.819%	764,321	389,321	2024-06-30
BlackRock Inc	1.382%	0.397%	576,896	2,282	2024-06-30
Millennium Management LLC	1.366%	-7.100%	570,239	-43,581	2024-06-30
FMR Inc	0.932%	9,716.880%	389,141	385,177	2024-06-30
Geode Capital Management, LLC	0.878%	12.807%	366,734	41,635	2024-06-30
Two Sigma Investments LLC	0.706%	-7.776%	294,564	-24,838	2024-06-30
Two Sigma Advisers, LLC	0.656%	7.328%	273,900	18,700	2024-06-30
Wells Fargo & Co	0.633%	4.430%	264,397	11,217	2024-06-30
Balyasny Asset Management LLC	0.597%	-53.960%	249,392	-292,295	2024-06-30
Tudor Investment Corp Et AL	0.422%	-7.340%	176,254	-13,961	2024-06-30
Citadel Advisors Llc	0.420%	106.139%	175,336	90,279	2024-06-30
1832 Asset Management L.P	0.411%	21.716%	171,620	30,620	2024-06-30
Dimensional Fund Advisors, Inc.	0.359%	-6.887%	149,922	-11,088	2024-06-30
Renaissance Technologies Corp	0.312%	-30.671%	130,339	-57,661	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	9.199%	49.168%	3,840,998	1,266,057	2024-06-30
Jennison Associates LLC	7.894%	1.070%	3,296,103	34,885	2024-06-30
Burgundy Asset Management Ltd	5.847%	1.562%	2,353,336	36,193	2023-09-30
Morgan Stanley - Brokerage Accounts	4.996%	0.062%	2,086,170	1,302	2024-06-30
Voss Capital LLC	4.191%	33.810%	1,750,040	442,187	2024-06-30
Conversant Capital LLC	3.509%	0.011%	1,412,213	149	2023-09-30
Franklin Resources Inc	3.048%	-13.695%	1,272,612	-201,940	2024-06-30
Philadelphia Financial Mgmt Of San Franc	2.202%	-34.244%	919,336	-478,773	2024-06-30
Lord, Abbett & Co LLC	2.050%	-0.584%	855,932	-5,031	2024-06-30
Thornburg Investment Management Inc	1.882%	181.234%	783,353	504,812	2024-03-31
Royce & Associates, LP	1.831%	103.819%	764,321	389,321	2024-06-30
BlackRock Inc	1.382%	0.397%	576,896	2,282	2024-06-30
Millennium Management LLC	1.366%	-7.100%	570,239	-43,581	2024-06-30
Phase 2 Partners, LLC	0.981%	0.000%	408,543	408,543	2024-03-31
FMR Inc	0.932%	9,716.880%	389,141	385,177	2024-06-30
Geode Capital Management, LLC	0.878%	12.807%	366,734	41,635	2024-06-30
Two Sigma Investments LLC	0.706%	-7.776%	294,564	-24,838	2024-06-30
Two Sigma Advisers, LLC	0.656%	7.328%	273,900	18,700	2024-06-30
Wells Fargo & Co	0.633%	4.430%	264,397	11,217	2024-06-30
BMO Capital Markets Corp.	0.806%	0.000%	263,620	263,620	2022-12-31
Bank of Montreal	0.806%	0.000%	263,620	263,620	2022-12-31
Schonfeld Strategic Advisors LLC	0.624%	22.336%	255,744	46,694	2023-09-30
Balyasny Asset Management LLC	0.597%	-53.960%	249,392	-292,295	2024-06-30
Goldman Sachs Group Inc	0.537%	0.000%	219,970	219,970	2023-12-31
Bank of New York Mellon Corp	0.542%	0.801%	218,284	1,735	2023-09-30
Victory Capital Management Inc.	0.631%	18.204%	206,959	31,873	2022-12-31
Tudor Investment Corp Et AL	0.422%	-7.340%	176,254	-13,961	2024-06-30
Citadel Advisors Llc	0.420%	106.139%	175,336	90,279	2024-06-30
1832 Asset Management L.P	0.411%	21.716%	171,620	30,620	2024-06-30
Deutsche Bank AG	0.418%	0.000%	171,310	171,310	2023-12-31
Barclays PLC	0.390%	89.766%	159,942	75,658	2023-12-31
JPMorgan Chase & Co	0.385%	0.000%	157,778	157,778	2023-12-31
Dimensional Fund Advisors, Inc.	0.359%	-6.887%	149,922	-11,088	2024-06-30
Renaissance Technologies Corp	0.312%	-30.671%	130,339	-57,661	2024-06-30
Trexquant Investment LP	0.286%	-2.960%	118,942	-3,628	2024-03-31
State Street Corporation	0.268%	0.000%	107,711	0	2023-09-30
William Blair Investment Management, LLC	0.315%	-39.799%	103,108	-68,166	2022-12-31
ExodusPoint Capital Management, LP	0.299%	-46.605%	97,663	-85,243	2022-09-30
Equitable Holdings Inc	0.294%	17.129%	96,002	14,039	2022-09-30
Bank of America Corp	0.265%	-24.012%	91,076	-28,780	2023-06-30
First Trust Advisors L.P.	0.235%	1.093%	80,908	875	2023-06-30
First Republic Inv Mgmt Inc	0.218%	-28.002%	71,093	-27,650	2022-12-31
HRT FINANCIAL LLC	0.206%	0.000%	68,592	68,592	2023-03-31

Mutual Fund Ownership

Jennison SMid Cap Core Equity is the biggest individual fund holder of Bridge Investment Group Holdings Inc (BRDG), owning a total of 1.5 million shares. Combined, the top 41 mutual fund holders of BRDG own 49.61% of the company with a total of 19.9 million shares.

In the latest ownership report on September 30th 2024, the top 41 fund holders increased their combined ownership of BRDG by 440 thousand shares. 10 funds bought 1,105,275 total additional shares and increased their ownership by an average of 14.57%. However 8 funds sold 665,404 total shares and decreased their ownership by an average of 8.47%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Bridge Investment Group Holdings increased by a net total of 439,871 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Jennison SMid Cap Core Equity	3.557%	0.000%	1,485,100	0	2024-09-30
PGIM Jennison Small Company A	3.557%	0.000%	1,485,100	0	2024-09-30
Franklin US Small Cap Growth Equity	2.870%	-1.017%	1,198,286	-12,314	2024-09-30
Franklin Small Cap Growth Adv	2.870%	0.000%	1,198,286	0	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.313%	-36.364%	965,832	-551,900	2024-09-30
Vanguard Small Cap Index	2.256%	-0.421%	942,089	-3,986	2024-09-30
Vanguard Small Cap Value Index Inv	1.526%	0.275%	636,945	1,747	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.477%	-4.264%	616,593	-27,463	2024-09-30
Lord Abbett Small Cap Value A	1.457%	-0.889%	608,411	-5,456	2024-09-30
Fidelity Advisor Stock Selec Mid Cp I	1.308%	24.503%	546,027	107,460	2024-09-30
Fidelity Select Financials Port	1.101%	0.000%	459,559	459,559	2024-09-30
Royce Small-Cap Opportunity Invmt	1.075%	12.203%	448,836	48,813	2024-09-30
JENNISON SMALL/MID CAP EQUITY 3	0.984%	27.511%	410,866	88,647	2024-09-30
Fidelity Advisor Financials I	0.737%	0.000%	307,500	307,500	2024-09-30
FTGF RY US SmCp Opp A USD Dis(A)	0.731%	5.088%	305,077	14,770	2024-09-30
Jennison U.S. Small Cap Equity Fund 4	0.518%	-19.648%	216,136	-52,849	2024-09-30
Fidelity Extended Market Index	0.516%	-4.067%	215,449	-9,134	2024-09-30
Lord Abbett Focused Small Cap Value I	0.514%	-1.062%	214,471	-2,302	2024-09-30
PGIM Jennison Blend A	0.341%	1.172%	142,213	1,647	2024-09-30
PGIM Jennison Financial Services Z	0.336%	26.170%	140,377	29,117	2024-09-30
Jennison Financial Services Equity	0.336%	48.764%	140,377	46,015	2024-09-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Jennison SMid Cap Core Equity	3.557%	0.000%	1,485,100	0	2024-09-30
PGIM Jennison Small Company A	3.557%	0.000%	1,485,100	0	2024-09-30
Franklin Small Cap Growth SMA	3.367%	1,919,900.000%	1,401,600	1,401,527	2024-03-31
Franklin US Small Cap Growth Equity	2.870%	-1.017%	1,198,286	-12,314	2024-09-30
Franklin Small Cap Growth Adv	2.870%	0.000%	1,198,286	0	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.313%	-36.364%	965,832	-551,900	2024-09-30
Vanguard Small Cap Index	2.256%	-0.421%	942,089	-3,986	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.347%	0.000%	806,505	0	2023-03-31
Thornburg Small/Mid Cap Core A	1.782%	-1.672%	741,653	-12,608	2024-05-31
Thornburg Small/Mid Cap Core Composite	1.782%	-1.672%	741,653	-12,608	2024-05-31
Vanguard Small Cap Value Index Inv	1.526%	0.275%	636,945	1,747	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.477%	-4.264%	616,593	-27,463	2024-09-30
Fidelity® Small Cap Stock	1.836%	-12.889%	612,339	-90,600	2023-07-31
Lord Abbett Small Cap Value A	1.457%	-0.889%	608,411	-5,456	2024-09-30
Fidelity Advisor Stock Selec Mid Cp I	1.308%	24.503%	546,027	107,460	2024-09-30
Fidelity Select Financials Port	1.101%	0.000%	459,559	459,559	2024-09-30
Royce Small-Cap Opportunity Invmt	1.075%	12.203%	448,836	48,813	2024-09-30
Dynamic Small Business	1.038%	-57.037%	417,579	-554,364	2023-10-31
JENNISON SMALL/MID CAP EQUITY 3	0.984%	27.511%	410,866	88,647	2024-09-30
Vanguard Extended Market Index Investor	1.203%	0.000%	401,160	0	2023-08-31
Burgundy US Small Cap Value Composite	1.018%	-2.824%	348,318	-10,122	2023-06-30
Fidelity Advisor Financials I	0.737%	0.000%	307,500	307,500	2024-09-30
FTGF RY US SmCp Opp A USD Dis(A)	0.731%	5.088%	305,077	14,770	2024-09-30
Jennison U.S. Small Cap Equity Fund 4	0.518%	-19.648%	216,136	-52,849	2024-09-30
Fidelity Extended Market Index	0.516%	-4.067%	215,449	-9,134	2024-09-30
Lord Abbett Focused Small Cap Value I	0.514%	-1.062%	214,471	-2,302	2024-09-30
Burgundy Smaller Companies	0.603%	-44.059%	206,290	-162,471	2023-11-30
VictoryShares US SmCp Hi Div Vol Wtd ETF	0.601%	0.000%	196,250	0	2023-02-28
Dynamic Global Real Estate	0.401%	-2.331%	167,620	-4,000	2024-07-31
Fidelity® Extended Market Index	0.484%	0.000%	165,549	0	2023-11-30
Dynamic U.S. Equity Income F	0.480%	0.000%	164,200	0	2023-09-30
WisdomTree US SmallCap Dividend ETF	0.427%	-0.330%	146,062	-484	2023-11-30
PGIM Jennison Blend A	0.341%	1.172%	142,213	1,647	2024-09-30
Burgundy US Small / Mid Cap Composite	0.426%	0.778%	141,958	1,096	2023-06-30
PGIM Jennison Financial Services Z	0.336%	26.170%	140,377	29,117	2024-09-30
Jennison Financial Services Equity	0.336%	48.764%	140,377	46,015	2024-09-30
Empower Jennison Small Cap Core Eq SP	0.332%	87.645%	136,328	63,676	2024-03-31
PGIM Jennison Blend B	0.381%	0.000%	126,621	0	2023-06-30
Royce Micro Cap Trust	0.261%	-45.590%	108,821	-91,179	2024-06-30
First Trust Dow Jones Sel MicroCap ETF	0.250%	0.000%	104,034	0	2024-07-31
BlackRock Extended Equity Market K	0.216%	4.459%	88,385	3,773	2024-03-31