Bridge Investment Group Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:BRDG Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
23 Jul 25	SellUS$838,443	Robert Randolph Morse	Individual	79,309	US$10.65
23 Jul 25	SellUS$115,328	Adam O’Farrell	Individual	10,909	US$10.65
23 Jul 25	SellUS$288,897	Jonathan Slager	Individual	27,327	US$10.65
23 Jul 25	SellUS$11,957	Katherine Elsnab	Individual	1,131	US$10.65
23 Jul 25	SellUS$203,751	Dean Allara	Individual	19,273	US$10.65
06 Jun 25	SellUS$832,728	Katherine Elsnab	Individual	90,000	US$9.37
05 May 25	SellUS$4,820	Garrett Behling	Individual	516	US$9.34
06 Jan 25	SellUS$18,186	Garrett Behling	Individual	2,211	US$8.31
06 Jan 25	SellUS$283,695	Jonathan Slager	Individual	34,490	US$8.31
06 Jan 25	SellUS$165,570	Adam O’Farrell	Individual	20,129	US$8.31
06 Jan 25	SellUS$1,128,100	Robert Randolph Morse	Individual	137,148	US$8.31
06 Jan 25	SellUS$76,562	Katherine Elsnab	Individual	9,308	US$8.31
06 Jan 25	SellUS$259,685	Dean Allara	Individual	31,571	US$8.31

Insider Trading Volume

Insider Buying: BRDG insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of BRDG?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	2,846,478	6.38%
Individual Insiders	5,726,089	12.8%
General Public	15,087,169	33.8%
Institutions	20,974,734	47%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 57.27% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.75%	The Vanguard Group, Inc.	3,457,909	US$101.6m	-0.67%	no data
6.9%	Robert Randolph Morse	3,077,962	US$90.5m	-2.51%	no data
6.72%	FMR LLC	2,998,885	US$88.1m	-48.2%	no data
6.38%	Glazer Capital, LLC	2,846,478	US$83.7m	388%	2.18%
3.3%	Jennison Associates LLC	1,471,795	US$43.3m	-56.7%	0.01%
2.77%	Franklin Resources, Inc.	1,236,678	US$36.3m	-3.36%	no data
2.04%	Jonathan Slager	912,067	US$26.8m	-77.4%	no data
2.04%	Lord, Abbett & Co. LLC	910,711	US$26.8m	-5.53%	0.03%
1.64%	Qube Research & Technologies Ltd	734,118	US$21.6m	0%	0.01%
1.63%	Royce & Associates, LP	728,596	US$21.4m	-27.1%	0.07%
1.6%	DLK Investment Management	712,454	US$20.9m	0%	2.72%
1.44%	Dean Allara	643,200	US$18.9m	-6.28%	no data
1.37%	JPMorgan Chase & Co, Brokerage and Securities Investments	612,082	US$18.0m	0%	no data
1.35%	DigitalBridge Investment Management, LLC	603,431	US$17.7m	18.8%	0.47%
1.26%	BlackRock, Inc.	562,901	US$16.5m	0.11%	no data
1.22%	Gardner Lewis Asset Management LP	542,798	US$16.0m	0%	1.72%
1.18%	Adam O’Farrell	527,129	US$15.5m	-26.6%	no data
1.14%	Water Island Capital, LLC	509,286	US$15.0m	0%	0.87%
0.98%	Woodline Partners LP	438,052	US$12.9m	0%	0.03%
0.95%	Geode Capital Management, LLC	426,162	US$12.5m	4.78%	no data
0.91%	Morgan Stanley, Investment Banking and Brokerage Investments	407,111	US$12.0m	-49.5%	no data
0.8%	Katherine Elsnab	356,576	US$10.5m	19.8%	no data
0.67%	EverSource Wealth Advisors, LLC	298,539	US$8.8m	5,760%	0.15%
0.63%	Magnetar Capital Partners, LP	279,799	US$8.2m	0%	0.02%
0.59%	Prelude Capital Management, LLC	265,216	US$7.8m	123%	0.26%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/08/08 23:16
End of Day Share Price	2025/08/08 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Bridge Investment Group Holdings Inc. is covered by 8 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
William Katz	Citigroup Inc
William Katz	Credit Suisse
Kenneth Worthington	J.P. Morgan