IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Bridger Aerospace Group Hold (BAER)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Peterson Wealth Advisors, LLC
INCREASED
Shares260,837 from 233,323
Change+27,514 (+12%)
Value$183.1K (-$264.8K)
Filed 2026-10-08
Kieckhefer Group LLC
DECREASED
Shares134,500 from 168,366
Change-33,866 (-20%)
Value$94.4K (-$228.8K)
Filed 2026-10-13
Citigroup Inc
NEW
Shares85,296
Change+85,296
Value$59.9K
Filed 2026-11-04
Penbrook Management LLC
NEW
Shares81,925
Change+81,925
Value$57.5K
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares44,000 from 39,000
Change+5,000 (+13%)
Value$30.9K (-$44.0K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares28,578 from 28,578
Change0 (0%)
Value$17.5K (-$37.9K)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares15,532 from 15,532
Change0 (0%)
Value$10.9K (-$18.9K)
Filed 2026-11-05
Scratch Capital LLC
UNCHANGED
Shares13,600 from 13,600
Change0 (0%)
Value$9.5K (-$16.6K)
Filed 2026-11-02
HB Wealth Management, LLC
UNCHANGED
Shares13,100 from 13,100
Change0 (0%)
Value$9.2K (-$16.0K)
Filed 2026-10-23
Vise Technologies, Inc.
DECREASED
Shares11,176 from 14,525
Change-3,349 (-23%)
Value$7.8K (-$20.0K)
Filed 2026-10-29
First Premier Bank
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$7 (-$12)
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares3,828 from 1,547
Change+2,281 (+147%)
Value$2.7K (-$282)
Filed 2026-10-22
Burk Holdings LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$1.4K (-$2.4K)
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$702 (-$1.2K)
Filed 2026-10-08
Wolverine Asset Management LLC
DECREASED
Shares821 from 1,152
Change-331 (-29%)
Value$576 (-$1.6K)
Filed 2026-11-02
Nisa Investment Advisors, LLC
DECREASED
Shares222 from 522
Change-300 (-57%)
Value$156 (-$846)
Filed 2026-10-20
Private Wealth Management Group, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$22 (-$36)
Filed 2026-10-19
Caitong International Asset Management Co., Ltd
DECREASED
Shares1 from 3
Change-2 (-67%)
Value$1 (-$5)
Filed 2026-10-29
Dimensional Fund Advisors LP
CLOSED
Shares0 from 22,642
Change-22,642 (-100%)
Value$0 (-$43.5K)
Filed 2026-11-04
IFP Advisors, Inc
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-16
Blackstone Inc.
N/A
Shares— from 9,624,610
Change-9,624,610 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 6,020,430
Change-6,020,430 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,445,657
Change-2,445,657 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,219,770
Change-1,219,770 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 868,374
Change-868,374 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 326,305
Change-326,305 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 296,192
Change-296,192 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 291,470
Change-291,470 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 255,583
Change-255,583 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 220,162
Change-220,162 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 181,987
Change-181,987 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 175,241
Change-175,241 (-100%)
Value—
State Street Corp
N/A
Shares— from 101,280
Change-101,280 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 87,724
Change-87,724 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 59,136
Change-59,136 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 36,403
Change-36,403 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 29,955
Change-29,955 (-100%)
Value—
UBS Group AG
N/A
Shares— from 29,217
Change-29,217 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 27,849
Change-27,849 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 25,934
Change-25,934 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 25,750
Change-25,750 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 25,007
Change-25,007 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 24,930
Change-24,930 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 16,750
Change-16,750 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 16,305
Change-16,305 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,006
Change-16,006 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 4,348
Change-4,348 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,491
Change-2,491 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 468
Change-468 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 330
Change-330 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 159
Change-159 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 48
Change-48 (-100%)
Value—
Status
Peterson Wealth Advisors, LLC
INCREASED260,837233,323+27,514+12%$448.0K$183.1K-$264.8K2026-10-08
Kieckhefer Group LLC
DECREASED134,500168,366-33,866-20%$323.3K$94.4K-$228.8K2026-10-13
Citigroup Inc
NEW85,296—+85,296——$59.9K—2026-11-04
Penbrook Management LLC
NEW81,925—+81,925——$57.5K—2026-10-16
Apollon Wealth Management, LLC
INCREASED44,00039,000+5,000+13%$74.9K$30.9K-$44.0K2026-10-23
Wealth Enhancement Advisory Services, LLC
UNCHANGED28,57828,57800%$55.4K$17.5K-$37.9K2026-10-13
Clifford Swan Investment Counsel LLC
UNCHANGED15,53215,53200%$29.8K$10.9K-$18.9K2026-11-05
Scratch Capital LLC
UNCHANGED13,60013,60000%$26.1K$9.5K-$16.6K2026-11-02
HB Wealth Management, LLC
UNCHANGED13,10013,10000%$25.2K$9.2K-$16.0K2026-10-23
Vise Technologies, Inc.
DECREASED11,17614,525-3,349-23%$27.9K$7.8K-$20.0K2026-10-29
First Premier Bank
UNCHANGED10,00010,00000%$19$7-$122026-10-13
SBI Securities Co., Ltd.
INCREASED3,8281,547+2,281+147%$3.0K$2.7K-$2822026-10-22
Burk Holdings LLC
UNCHANGED2,0002,00000%$3.8K$1.4K-$2.4K2026-11-05
Farther Finance Advisors, LLC
UNCHANGED1,0001,00000%$1.9K$702-$1.2K2026-10-08
Wolverine Asset Management LLC
DECREASED8211,152-331-29%$2.2K$576-$1.6K2026-11-02
Nisa Investment Advisors, LLC
DECREASED222522-300-57%$1.0K$156-$8462026-10-20
Private Wealth Management Group, LLC
UNCHANGED303000%$58$22-$362026-10-19
Caitong International Asset Management Co., Ltd
DECREASED13-2-67%$6$1-$52026-10-29
Dimensional Fund Advisors LP
CLOSED022,642-22,642-100%$43.5K$0-$43.5K2026-11-04
IFP Advisors, Inc
CLOSED02,000-2,000-100%$3.8K$0-$3.8K2026-10-16
Blackstone Inc.
N/A—9,624,610-9,624,610-100%$18.5M———
First Manhattan Co. Llc.
N/A—6,020,430-6,020,430-100%$11.6M———
Cerity Partners LLC
N/A—2,445,657-2,445,657-100%$4.7M———
Vanguard Capital Management LLC
N/A—1,219,770-1,219,770-100%$2.3M———
Marshall Wace, LLP
N/A—868,374-868,374-100%$1.7M———
Geode Capital Management, LLC
N/A—326,305-326,305-100%$626.8K———
Pathstone Holdings, LLC
N/A—296,192-296,192-100%$568.7K———
BlackRock, Inc.
N/A—291,470-291,470-100%$559.6K———
Bridgeway Capital Management, LLC
N/A—255,583-255,583-100%$490.7K———
HighMark Wealth Management LLC
N/A—220,162-220,162-100%$365.1K———
Vanguard Fiduciary Trust Co
N/A—181,987-181,987-100%$349.4K———
Goldman Sachs Group Inc
N/A—175,241-175,241-100%$336.5K———
State Street Corp
N/A—101,280-101,280-100%$194.5K———
XTX Topco Ltd
N/A—87,724-87,724-100%$168.4K———
Northern Trust Corp
N/A—59,136-59,136-100%$113.5K———
Squarepoint Ops LLC
N/A—36,403-36,403-100%$69.9K———
Ruggaard & Associates LLC
N/A—29,955-29,955-100%$57.5K———
UBS Group AG
N/A—29,217-29,217-100%$56.1K———
Centiva Capital, LP
N/A—27,849-27,849-100%$53.5K———
Tower Research Capital LLC (TRC)
N/A—25,934-25,934-100%$49.8K———
Captrust Financial Advisors
N/A—25,750-25,750-100%$49.4K———
Jones Financial Companies Lllp
N/A—25,007-25,007-100%$43.3K———
Private Advisor Group, LLC
N/A—25,000-25,000-100%$48.0K———
Two Sigma Investments, LP
N/A—24,930-24,930-100%$47.9K———
Coston, McIsaac & Partners
N/A—16,750-16,750-100%$32.0K———
Point72 Asset Management, L.P.
N/A—16,305-16,305-100%$31.3K———
FMR LLC
N/A—16,006-16,006-100%$30.7K———
Stifel Financial Corp
N/A—13,800-13,800-100%$26.5K———
Wells Fargo & Company
N/A—13,500-13,500-100%$25.9K———
Charles Schwab Investment Management Inc
N/A—12,500-12,500-100%$24.0K———
Osaic Holdings, Inc.
N/A—10,000-10,000-100%$19.2K———
Vanguard Global Advisers, LLC
N/A—4,348-4,348-100%$8.3K———
Allworth Financial LP
N/A—4,000-4,000-100%$7.7K———
Arax Advisory Partners
N/A—2,491-2,491-100%$4.8K———
Federated Hermes, Inc.
N/A—2,094-2,094-100%$4.0K———
Morgan Stanley
N/A—1,915-1,915-100%$3.7K———
Russell Investments Group, Ltd.
N/A—468-468-100%$899———
BNP Paribas Financial Markets
N/A—330-330-100%$634———
JPMorgan Chase & Co
N/A—159-159-100%$286———
NewEdge Advisors, LLC
N/A—100-100-100%$192———
Royal Bank of Canada
N/A—48-48-100%$0———
Showing 61 of 61 institutions