$BAER

$0.47 +$0.00 (0.54%) Close

$BAER Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 58.8M shares outstanding

Who owns BAER?

By type of holder

Institutions 39.3% Insiders 41.5% Everyone else 19.1%

Concentration Top 10 holders own 66.4%

Blackstone Inc. 16.4% · First Manhattan Co. LLC. 10.2%

Institutional ownership

39.3%

+2.1 pts vs last qtr

Institutional holders

-12 vs last qtr

Net shares bought

+1.3M

by institutions in Q2 2026

New / sold out

9 / 21

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Cerity Partners LLC +2.2M
Pathstone Holdings, LLC NEW +296.2K

Biggest sellers in Q2 2026

Enclave Advisors LLC SOLD OUT −304.5K
Mill Creek Capital Advisors, LLC SOLD OUT −296.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$10.4M

12 notices from 3 people

Shares covered

7.1M

12.02% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

BTO Grannus Holdings IV - NQ LLC See remarks $10.2M
Blackstone Tactical Opportunities Fund - FD L.P. See remarks $176K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+34.7%

+10.45% a year

Each share's claim on the business

−25.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $71.1M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years69% 1–3 years28% Under 1 year3%

Quarterly turnover

11.8%

of institutional shares changed hands

Top 10 managers, median time held

2.8 years

Super Investors

Investment managers reporting BAER on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B Blackstone Inc.	9.6M	16.36%	Unchanged	2023	0.1%
Shares held by quarter Peak holding9.6M (Q3'24) Change over 8 quarters0 Share of the company16.360% Blackstone Inc.'s full portfolio →
FM First Manhattan Co. LLC.	6.0M	10.23%	+256.9K (+4.5%)	2023	0.0%
Shares held by quarter Peak holding6.0M (Q2'26) Change over 8 quarters+4.7M Share of the company10.230% First Manhattan Co. LLC.'s full portfolio →

Blackstone Inc.

9.6M

% of company

16.36%

Change vs last qtr

Unchanged

Held since

2023

First Manhattan Co. LLC.

6.0M

% of company

10.23%

Change vs last qtr

+256.9K (+4.5%)

Held since

2023

28 more super investors behind a free account

See every manager holding Bridger Aerospace Group Holdings Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BAER on Form N-PORT; together they hold 3.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.68M	874.5K	1.49%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$584K	304.2K	0.52%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.68M

% of company

1.49%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$584K

% of company

0.52%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Bridger Aerospace Group Holdings Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KJ Kelter Jeffrey E Insider	5.1M	8.75%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company8.750% Kelter Jeffrey E's insider activity →
SM Sheehy Matthew Insider	4.2M	7.08%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company7.080% Sheehy Matthew's insider activity →

Kelter Jeffrey E

Insider

5.1M

% of company

8.75%

Change vs last qtr

—

Held since

—

Sheehy Matthew

Insider

4.2M

% of company

7.08%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of Bridger Aerospace Group Holdings Inc.

Comments