BRIDGER AEROSPACE GRP HLDGS BAER
COM · Common Stock · CUSIP 96812F102
- SectorIndustrials
- IndustryServices-Business Services, NEC
- HeadquartersBelgrade, MT
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 54.0m as of 2024-11-08, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $2.13.
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 9 |
| Q2 2023 | 12 |
| Q3 2023 | 16 |
| Q4 2023 | 13 |
| Q1 2024 | 21 |
| Q2 2024 | 38 |
| Q3 2024 | 47 |
| Q4 2024 | 55 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 6 | 4 |
| Q3 2023 | 9 | 4 |
| Q4 2023 | 6 | 6 |
| Q1 2024 | 13 | 3 |
| Q2 2024 | 30 | 5 |
| Q3 2024 | 29 | 7 |
| Q4 2024 | 32 | 13 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $0 | $0 | — |
| Q2 2024 | $233.8k | $0 | 0.00 |
| Q3 2024 | $0 | $0 | — |
| Q4 2024 | $0 | $0 | — |
Biggest buyers
| VANGUARD GROUP INC | Added | +433.7k |
| Baird Financial Group, Inc. | New | +283.7k |
| Cerity Partners LLC | Added | +177.8k |
| STATE STREET CORP | Added | +77.7k |
| MILLENNIUM MANAGEMENT LLC | New | +64.9k |
| HighMark Wealth Management LLC | New | +60.2k |
| Prescott Group Capital Management, L.L.C. | New | +60.0k |
| FIRST MANHATTAN CO. LLC. | Added | +50.0k |
| Apollon Wealth Management, LLC | New | +34.0k |
| LPL Financial LLC | New | +29.9k |
Biggest sellers
| MORGAN STANLEY | Reduced | -249.4k |
| ASPIRIANT, LLC | Sold out | -65.2k |
| GM Advisory Group, LLC | Sold out | -27.5k |
| BlackRock, Inc. | Reduced | -24.2k |
| LEVIN CAPITAL STRATEGIES, L.P. | Sold out | -23.8k |
| HRT FINANCIAL LP | Reduced | -13.5k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -7.5k |
| Balefire, LLC | Sold out | -4.5k |
| ROYAL BANK OF CANADA | Reduced | -1.2k |
| Corebridge Financial, Inc. | Reduced | -367 |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FIRST MANHATTAN CO. LLC. 13G · institution +3.4 pts · filed 2026-04-08 | 10.3% |
Fell to 5% or below in the last year: LMR Partners LLP (3.8%, 2026-05-15)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 3 | $280.0k | — |
| Q4 2024 | 0 | — | 0 | — | — |
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| Blackstone Inc. 0.10% of their portfolio | 9.6m $20.5m | Unchanged |
| FIRST MANHATTAN CO. LLC. 0.01% of their portfolio | 1.4m $2.9m | Added +50.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 658.9k $1.4m | Added +433.7k |
| BlackRock, Inc. 0.00% of their portfolio | 374.1k $796.8k | Reduced -24.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 369.6k $787.6k | Added +18.2k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 283.7k $604.4k | New |
| Peterson Wealth Advisors, LLC 0.09% of their portfolio | 233.3k $490.0k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 216.8k $461.7k | Added +177.8k |
| Mill Creek Capital Advisors, LLC 0.01% of their portfolio | 194.9k $415.2k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 165.7k $353.0k | Reduced -249.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 121.0k $257.8k | Added +1.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 115.6k $246.2k | Added +24.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 110.6k $235.6k | Reduced -7.5k |
| STATE STREET CORP 0.00% of their portfolio | 106.5k $226.8k | Added +77.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 64.9k $138.2k | New |
| HighMark Wealth Management LLC 0.07% of their portfolio | 60.2k $128.1k | New |
| Prescott Group Capital Management, L.L.C. 0.02% of their portfolio | 60.0k $127.8k | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 35.6k $75.9k | Added +1.8k |
| Apollon Wealth Management, LLC 0.00% of their portfolio | 34.0k $72.4k | New |
| LPL Financial LLC 0.00% of their portfolio | 29.9k $63.7k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 25.8k $55.0k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 22.4k $47.7k | Added +5.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 20.5k $43.7k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 17.9k $38.2k | New |
| CITIGROUP INC 0.00% of their portfolio | 16.2k $34.6k | Added +9.1k |
| BARCLAYS PLC 0.00% of their portfolio | 15.0k $31.9k | Added +1.0k |
| SCRATCH CAPITAL LLC 0.04% of their portfolio | 13.6k $29.0k | First filing |
| HRT FINANCIAL LP 0.00% of their portfolio | 11.9k $25.0k | Reduced -13.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 10.9k $23.2k | Added +1 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 10.7k $22.7k | Added +10.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 10.1k $21.5k | New |
| &PARTNERS 0.00% of their portfolio | 10.0k $21.0k | Unchanged |
| First PREMIER Bank 0.01% of their portfolio | 10.0k $21.0k | New |
| U.S. Capital Wealth Advisors, LLC 0.00% of their portfolio | 10.0k $21.3k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 8.4k $18.0k | Added +4.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 8.0k $17.0k | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 7.7k $16.3k | Reduced -169 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 5.4k $11.4k | Added +228 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 5.0k $10.6k | Added +499 |
| Corebridge Financial, Inc. 0.00% of their portfolio | 4.9k $10.4k | Reduced -367 |
| FMR LLC 0.00% of their portfolio | 3.4k $7.3k | Added +1.9k |
| IFP Advisors, Inc 0.00% of their portfolio | 2.0k $4.3k | New |
| KIECKHEFER GROUP LLC 0.00% of their portfolio | 2.0k $4.3k | First filing |
| Van Hulzen Asset Management, LLC 0.00% of their portfolio | 1.8k $3.8k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.4k $3.0k | Reduced -1.2k |
| Legal & General Group Plc 0.00% of their portfolio | 1.1k $2.4k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 879 $1.9k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 650 $1.4k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 395 $1.0k | Added +79 |
| AMALGAMATED BANK 0.00% of their portfolio | 310 $1.0k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 249 $530 | New |
| Sterling Capital Management LLC 0.00% of their portfolio | 240 $511 | Added +217 |
| Coppell Advisory Solutions LLC 0.00% of their portfolio | 40 $83 | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 21 $45 | First filing |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |