Bridge Investment Group Holdings Inc (BRDG) Ownership

8.50 ↑0.11 (1.31%)

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

Institutions
Mutual Funds

Institutional Ownership

Jennison Associates LLC is the biggest individual institutional holder of Bridge Investment Group Holdings Inc (BRDG), owning a total of 3.4 million shares. Combined, the top 44 institutional holders of BRDG own 62.12% of the company with a total of 25.4 million shares.

In the latest ownership report on September 30th 2024, the top 44 institutional holders decreased their combined ownership of BRDG by 1.7 million shares. 10 institutions bought 1,835,546 total additional shares and increased their ownership by an average of 41.82%. However 10 institutions sold 3,569,531 total shares and decreased their ownership by an average of 25.41%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Bridge Investment Group Holdings decreased by a net total of -1,733,985 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Jennison Associates LLC	8.072%	2.269%	3,370,882	74,779	2024-09-30
Vanguard Group Inc	7.837%	-14.785%	3,273,123	-567,875	2024-09-30
FMR Inc	3.615%	287.954%	1,509,690	1,120,549	2024-09-30
Voss Capital LLC	3.568%	-14.859%	1,490,000	-260,040	2024-09-30
Franklin Resources Inc	3.081%	1.119%	1,286,847	14,235	2024-09-30
Morgan Stanley - Brokerage Accounts	2.495%	-50.054%	1,041,958	-1,044,212	2024-09-30
Lord, Abbett & Co LLC	1.970%	-51.931%	822,882	-888,982	2024-09-30
Royce & Associates, LP	1.852%	1.166%	773,230	8,909	2024-09-30
Philadelphia Financial Mgmt Of San Franc	0.998%	-54.664%	416,791	-502,545	2024-09-30
DigitalBridge Group Inc	0.978%	0.000%	408,515	408,515	2024-09-30
Geode Capital Management, LLC	0.976%	11.173%	407,709	40,975	2024-09-30
Millennium Management LLC	0.736%	-46.074%	307,510	-262,729	2024-09-30
Two Sigma Investments LLC	0.703%	-0.316%	293,633	-931	2024-09-30
Two Sigma Advisers, LLC	0.659%	0.511%	275,300	1,400	2024-09-30
Wells Fargo & Co	0.610%	-3.586%	254,915	-9,482	2024-09-30
Balyasny Asset Management LLC	0.587%	-1.735%	245,066	-4,326	2024-09-30
Citadel Advisors Llc	0.549%	30.718%	229,195	53,859	2024-09-30
Renaissance Technologies Corp	0.512%	63.880%	213,600	83,261	2024-09-30
Dimensional Fund Advisors, Inc.	0.429%	19.386%	178,986	29,064	2024-09-30
Tudor Investment Corp Et AL	0.354%	-16.118%	147,845	-28,409	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Jennison Associates LLC	8.072%	2.269%	3,370,882	74,779	2024-09-30
Vanguard Group Inc	7.837%	-14.785%	3,273,123	-567,875	2024-09-30
Burgundy Asset Management Ltd	5.847%	1.562%	2,353,336	36,193	2023-09-30
FMR Inc	3.615%	287.954%	1,509,690	1,120,549	2024-09-30
Voss Capital LLC	3.568%	-14.859%	1,490,000	-260,040	2024-09-30
Conversant Capital LLC	3.509%	0.011%	1,412,213	149	2023-09-30
Franklin Resources Inc	3.081%	1.119%	1,286,847	14,235	2024-09-30
Morgan Stanley - Brokerage Accounts	2.495%	-50.054%	1,041,958	-1,044,212	2024-09-30
Lord, Abbett & Co LLC	1.970%	-51.931%	822,882	-888,982	2024-09-30
Thornburg Investment Management Inc	1.882%	181.234%	783,353	504,812	2024-03-31
Royce & Associates, LP	1.852%	1.166%	773,230	8,909	2024-09-30
BlackRock Inc	1.381%	0.397%	576,896	2,282	2024-06-30
Philadelphia Financial Mgmt Of San Franc	0.998%	-54.664%	416,791	-502,545	2024-09-30
Phase 2 Partners, LLC	0.981%	0.000%	408,543	408,543	2024-03-31
DigitalBridge Group Inc	0.978%	0.000%	408,515	408,515	2024-09-30
Geode Capital Management, LLC	0.976%	11.173%	407,709	40,975	2024-09-30
Millennium Management LLC	0.736%	-46.074%	307,510	-262,729	2024-09-30
Two Sigma Investments LLC	0.703%	-0.316%	293,633	-931	2024-09-30
Two Sigma Advisers, LLC	0.659%	0.511%	275,300	1,400	2024-09-30
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
Wells Fargo & Co	0.610%	-3.586%	254,915	-9,482	2024-09-30
Balyasny Asset Management LLC	0.587%	-1.735%	245,066	-4,326	2024-09-30
Citadel Advisors Llc	0.549%	30.718%	229,195	53,859	2024-09-30
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
Renaissance Technologies Corp	0.512%	63.880%	213,600	83,261	2024-09-30
Victory Capital Management Inc.	0.631%	18.204%	206,959	31,873	2022-12-31
Dimensional Fund Advisors, Inc.	0.429%	19.386%	178,986	29,064	2024-09-30
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
Tudor Investment Corp Et AL	0.354%	-16.118%	147,845	-28,409	2024-09-30
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

PGIM Jennison Small Company A is the biggest individual fund holder of Bridge Investment Group Holdings Inc (BRDG), owning a total of 1.5 million shares. Combined, the top 42 mutual fund holders of BRDG own 51.50% of the company with a total of 20.7 million shares.

In the latest ownership report on October 31st 2024, the top 42 fund holders increased their combined ownership of BRDG by 655 thousand shares. 7 funds bought 693,981 total additional shares and increased their ownership by an average of 24.68%. However 4 funds sold 39,052 total shares and decreased their ownership by an average of 2.06%.

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 654,929 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
PGIM Jennison Small Company A	3.556%	0.000%	1,485,100	0	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.703%	16.876%	1,128,823	162,991	2024-10-31
Vanguard Small Cap Index	2.260%	0.196%	943,939	1,850	2024-10-31
Fidelity Advisor Stock Selec Mid Cp I	1.624%	24.208%	678,209	132,182	2024-10-31
Fidelity Select Financials Port	1.553%	41.114%	648,500	188,941	2024-10-31
Vanguard Small Cap Value Index Inv	1.525%	-0.035%	636,725	-220	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.398%	-5.306%	583,875	-32,718	2024-10-31
Fidelity Advisor Financials I	1.044%	41.724%	435,800	128,300	2024-10-31
FTGF RY US SmCp Opp A USD Dis(A)	0.783%	7.184%	326,994	21,917	2024-10-31
Fidelity Extended Market Index	0.502%	-2.706%	209,619	-5,830	2024-10-31
Fidelity VIP Financials Portfolio Initl	0.472%	41.434%	197,300	57,800	2024-10-31
PGIM Jennison Blend A	0.340%	-0.200%	141,929	-284	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
PGIM Jennison Small Company A	3.556%	0.000%	1,485,100	0	2024-10-31
Jennison SMid Cap Core Equity	3.556%	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	2.869%	-1.017%	1,198,286	-12,314	2024-09-30
Franklin Small Cap Growth Adv	2.869%	0.000%	1,198,286	0	2024-09-30
Vanguard Total Stock Mkt Idx Inv	2.703%	16.876%	1,128,823	162,991	2024-10-31
Vanguard Small Cap Index	2.260%	0.196%	943,939	1,850	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.347%	0.000%	806,505	0	2023-03-31
Thornburg Small/Mid Cap Core Composite	1.782%	-1.672%	741,653	-12,608	2024-05-31
Thornburg Small/Mid Cap Core A	1.782%	-1.672%	741,653	-12,608	2024-05-31
Fidelity Advisor Stock Selec Mid Cp I	1.624%	24.208%	678,209	132,182	2024-10-31
Fidelity Select Financials Port	1.553%	41.114%	648,500	188,941	2024-10-31
Vanguard Small Cap Value Index Inv	1.525%	-0.035%	636,725	-220	2024-10-31
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
Vanguard Institutional Extnd Mkt Idx Tr	1.398%	-5.306%	583,875	-32,718	2024-10-31
Royce Small-Cap Opportunity Invmt	1.075%	12.203%	448,836	48,813	2024-09-30
Fidelity Advisor Financials I	1.044%	41.724%	435,800	128,300	2024-10-31
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
FTGF RY US SmCp Opp A USD Dis(A)	0.783%	7.184%	326,994	21,917	2024-10-31
Jennison U.S. Small Cap Equity Fund 4	0.518%	-19.648%	216,136	-52,849	2024-09-30
Lord Abbett Focused Small Cap Value I	0.514%	-1.062%	214,471	-2,302	2024-09-30
Fidelity Extended Market Index	0.502%	-2.706%	209,619	-5,830	2024-10-31
Burgundy Smaller Companies	0.603%	-44.059%	206,290	-162,471	2023-11-30
Fidelity VIP Financials Portfolio Initl	0.472%	41.434%	197,300	57,800	2024-10-31
VictoryShares US SmCp Hi Div Vol Wtd ETF	0.601%	0.000%	196,250	0	2023-02-28
Dynamic Global Real Estate	0.401%	0.000%	167,620	0	2024-08-31
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
Burgundy US Small / Mid Cap Composite	0.426%	0.778%	141,958	1,096	2023-06-30
PGIM Jennison Blend A	0.340%	-0.200%	141,929	-284	2024-10-31
Jennison Financial Services Equity	0.336%	48.764%	140,377	46,015	2024-09-30
PGIM Jennison Financial Services Z	0.336%	26.170%	140,377	29,117	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