BAERNasdaqServices-Business Services, NECFiscal year ends December 31Also trades as BAERW
Bridger Aerospace Group Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$0.51−0.00 (-0.35%)
Close on Oct 19, 2026
- Market cap
- $29.03M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
23M
Shares held, 13F filers
Institutional holders
60
9 new, 19 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
11 buys · 12 sales
Net sold $11.13M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Blackstone Holdings I/II GP L.L.C. | 9,624,610 | 21.50% | 13G (passive) | Dec 31, 2023 |
| McAndrew Rudisill | 6,121,426 | – | 13G (passive) | Dec 31, 2023 |
| First Manhattan Management LLC | 5,763,555 | 10.30% | 13G (passive) amendment | Mar 31, 2026 |
| First Manhattan Co. LLC. | 3,844,532 | 6.90% | 13G (passive) | Sep 30, 2025 |
| Jeffrey E. Kelter | 3,576,024 | 7.50% | 13D (active) amendment | Jan 25, 2024 |
| Robert F. Savage, Jr. | 3,576,024 | 7.50% | 13D (active) amendment | Jan 25, 2024 |
| Ben Levine | 2,908,582 | 5.00% | 13G (passive) | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BAER | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Blackstone Inc. | 9,624,610 | – | $18.48M | – | 0.06% |
| First Manhattan Co. LLC. | 6,020,430 | – | $11.56M | +256,875 | 0.03% |
| Cerity Partners LLC | 2,445,657 | – | $4.70M | +2,230,299 | 0.01% |
| Vanguard Capital Management LLC | 1,219,770 | – | $2.34M | +60,252 | 0.00% |
| Marshall Wace, Llp | 868,374 | – | $1.67M | −153,150 | 0.00% |
| Geode Capital Management, LLC | 326,305 | – | $626.76K | −5,090 | 0.00% |
| Pathstone Holdings, LLC | 296,192 | – | $568.69K | New | 0.00% |
| BlackRock, Inc. | 291,470 | – | $559.62K | +52,510 | 0.00% |
| Bridgeway Capital Management, LLC | 255,583 | – | $490.72K | – | 0.01% |
| Peterson Wealth Advisors, LLC | 233,323 | – | $447.98K | – | 0.05% |
| HighMark Wealth Management LLC | 220,162 | – | $365.11K | +90,000 | 0.12% |
| Vanguard Fiduciary Trust Co | 181,987 | – | $349.42K | +27,420 | 0.00% |
| Goldman Sachs Group Inc | 175,241 | – | $336.46K | −1,712 | 0.00% |
| Kieckhefer Group LLC | 168,366 | – | $323.26K | −40,000 | 0.13% |
| State Street Corp | 101,280 | – | $194.46K | – | 0.00% |
| XTX Topco Ltd | 87,724 | – | $168.43K | +11,881 | 0.00% |
| Northern Trust Corp | 59,136 | – | $113.54K | −9,206 | 0.00% |
| Apollon Wealth Management, LLC | 39,000 | – | $74.88K | – | 0.00% |
| Squarepoint Ops LLC | 36,403 | – | $69.89K | −16,281 | 0.00% |
| Ruggaard & Associates LLC | 29,955 | – | $57.51K | New | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 60 | 23M | 9 / 15 | 18 / 19 | 3M | 2M |
| Q1 2026 | 72 | 22M | 26 / 19 | 11 / 10 | 3M | 1M |
| Q4 2025 | 57 | 21M | 9 / 14 | 17 / 3 | 3M | 1M |
| Q3 2025 | 54 | 19M | 9 / 14 | 16 / 10 | 2M | 0M |
| Q2 2025 | 55 | 17M | 8 / 18 | 19 / 17 | 3M | 1M |
| Q1 2025 | 64 | 15M | 14 / 19 | 15 / 4 | 1M | 0M |
| Q4 2024 | 54 | 14M | 16 / 19 | 7 / 7 | 1M | 0M |
| Q3 2024 | 46 | 13M | 13 / 18 | 4 / 3 | 2M | 1M |
| Q2 2024 | 37 | 13M | 20 / 11 | 2 / 3 | 2M | 0M |
| Q1 2024 | 20 | 11M | 8 / 5 | 3 / 0 | 0M | 0M |
| Q4 2023 | 12 | 10M | 1 / 5 | 2 / 4 | 0M | 0M |
| Q3 2023 | 15 | 10M | 7 / 2 | 1 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BAER | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 874,540 | – | $1.68M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 304,235 | – | $584.13K | 0.00% | Jun 30, 2026 |
| Ultra-Small Company Fund | 163,883 | – | $314.66K | 0.32% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 145,177 | – | $339.71K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 135,849 | – | $260.83K | 0.02% | Jun 30, 2026 |
| Ultra-Small Company Market Fund | 80,000 | – | $153.60K | 0.10% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 48,376 | – | $113.20K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 40,515 | – | $94.81K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 30,208 | – | $70.69K | 0.00% | May 31, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 26,316 | – | $50.53K | 0.00% | Jun 30, 2026 |
| Vanguard Balanced Index Fund | 14,679 | – | $28.18K | 0.00% | Jun 30, 2026 |
| Schwab Total Stock Market Index Fund | 12,500 | – | $24.25K | 0.00% | Jul 31, 2026 |
| 1290 VT Micro Cap Portfolio | 9,141 | – | $17.55K | 0.01% | Jun 30, 2026 |
| Victory Extended Market Index Fund | 4,392 | – | $8.52K | 0.00% | Jul 31, 2026 |
| The Frontier Economic Fund | 1,145 | – | $2.68K | 0.09% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Rebecca Gerleman | SVP, Chief Accounting Officer | 115,000 | Sep 21, 2026 |
| Justin D. Mogford | General Counsel & Corp. Sec. | 212,438 | May 13, 2026 |
| Samuel Carl Davis | CEO & President | 744,223 | May 13, 2026 |
| Adolphus William Andrews | Chief Operating Officer | 476,171 | May 13, 2026 |
| James J. Muchmore | Chief Legal Officer & EVP | 2,751,145 | Apr 24, 2026 |
| Anne Hayes | Chief Financial Officer | 684,939 | Mar 11, 2026 |
| Eric L. Gerratt | Chief Financial Officer | 451,791 | Mar 24, 2025 |
| Jeffrey E. Kelter | Director | 2,416,093 | Sep 2, 2026 |
| David Schellenberg | Director | 265,702 | Jul 2, 2026 |
| Dean Heller | Director | 460,138 | Jul 2, 2026 |
| Robert F. Savage Jr | Director | 1,176,881 | Jul 2, 2026 |
| Dan Drohan | Director | 500,996 | Jul 2, 2026 |
| Elizabeth C. Fascitelli | Director | 366,712 | Jul 2, 2026 |
| Meghan Pasricha | Director | 213,279 | Jul 2, 2026 |
| Ernest Michael Freedman | Director | 179,438 | Jul 2, 2026 |
| Hugh Wyman Howard III | Director | 239,593 | Jun 8, 2026 |
| Advisory Services L.L.C. Blackstone | 10% owner | – | Aug 13, 2026 |
| Intermediary Holdco L.L.C. Blackstone | 10% owner | – | Aug 13, 2026 |
| Tactical Opportunities Associates III - NQ L.P. Blackstone | 10% owner | – | Aug 13, 2026 |
| De Gp - Nq L.L.C. Bto | 10% owner | 162,194 | Aug 13, 2026 |
| Tactical Opportunities Fund - FD L.P. Blackstone | 10% owner | 7,536,230 | Aug 13, 2026 |
| Holdings II L.P. Blackstone | 10% owner | – | Aug 13, 2026 |
| Inc. Blackstone | 10% owner | – | Aug 13, 2026 |
| Group Management L.L.C. Blackstone | 10% owner | 37,272 | Aug 13, 2026 |
| Stephen A. Schwarzman | 10% owner | – | Aug 13, 2026 |
| Holdings I. L.P. Blackstone | 10% owner | – | Aug 13, 2026 |
| Family Tactical Opportunities Investment Partnership III - NQ - ESC L.P. Blackstone | 10% owner | – | Aug 13, 2026 |
| - NQ Side-by-Side GP L.L.C. BTO | 10% owner | – | Aug 13, 2026 |
| Holdings Manager - NQ LLC Grannus | 10% owner | 83,358 | Aug 13, 2026 |
| Tactical Opportunities Advisors L.L.C. Blackstone | 10% owner | 72,521 | Aug 13, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rebecca Gerleman SVP, Chief Accounting Officer | Sep 18, 2026 | Award | +115,000 | – | – | 115,000 |
| Jeffrey E. Kelter Director | Sep 1, 2026 | Buy | +100,000 | $1.10 | $110.00K | 502,020 |
| Jeffrey E. Kelter Director | Sep 1, 2026 | Buy | +100,000 | $1.09 | $109.00K | 827,800 |
| Jeffrey E. Kelter Director | Aug 20, 2026 | Buy | +50,000 | $1.16 | $58.00K | 727,800 |
| Jeffrey E. Kelter Director | Aug 20, 2026 | Buy | +50,000 | $1.16 | $58.00K | 402,020 |
| Jeffrey E. Kelter Director | Aug 20, 2026 | Buy | +50,000 | $1.16 | $58.00K | 1,086,273 |
| Jeffrey E. Kelter Director | Aug 19, 2026 | Buy | +50,000 | $1.20 | $60.00K | 352,020 |
| Jeffrey E. Kelter Director | Aug 19, 2026 | Buy | +50,000 | $1.20 | $60.00K | 1,036,273 |
| Jeffrey E. Kelter Director | Aug 19, 2026 | Buy | +50,000 | $1.20 | $60.00K | 677,800 |
| Holdings Manager - NQ LLC Grannus 10% owner | Aug 11, 2026 | Sale | −46,817 | $1.04 | $48.69K | 83,358 |
| Holdings Manager - NQ LLC Grannus 10% owner | Aug 11, 2026 | Sale | −2,710,374 | $1.04 | $2.82M | 4,825,856 |
| Holdings Manager - NQ LLC Grannus 10% owner | Aug 11, 2026 | Sale | −20,933 | $1.04 | $21.77K | 37,272 |
| Group Management L.L.C. Blackstone 10% owner | Aug 11, 2026 | Sale | −20,933 | $1.04 | $21.77K | 37,272 |
| Group Management L.L.C. Blackstone 10% owner | Aug 11, 2026 | Sale | −2,710,374 | $1.04 | $2.82M | 4,825,856 |
| Group Management L.L.C. Blackstone 10% owner | Aug 11, 2026 | Sale | −46,817 | $1.04 | $48.69K | 83,358 |
| Tactical Opportunities Fund - FD L.P. Blackstone 10% owner | Aug 4, 2026 | Sale | −1,853,665 | $1.70 | $3.15M | 7,536,230 |
| Tactical Opportunities Fund - FD L.P. Blackstone 10% owner | Aug 4, 2026 | Sale | −32,019 | $1.70 | $54.43K | 130,175 |
| Tactical Opportunities Fund - FD L.P. Blackstone 10% owner | Aug 4, 2026 | Sale | −14,316 | $1.70 | $24.34K | 58,205 |
| Grannus Holdings IV - NQ LLC BTO 10% owner | Aug 4, 2026 | Sale | −14,316 | $1.70 | $24.34K | 58,205 |
| Grannus Holdings IV - NQ LLC BTO 10% owner | Aug 4, 2026 | Sale | −1,853,665 | $1.70 | $3.15M | 7,536,230 |
| Grannus Holdings IV - NQ LLC BTO 10% owner | Aug 4, 2026 | Sale | −32,019 | $1.70 | $54.43K | 130,175 |
| David Schellenberg Director | Jun 30, 2026 | Award | +27,514 | – | – | 265,702 |
| Meghan Pasricha Director | Jun 30, 2026 | Award | +27,514 | – | – | 213,279 |
| Dean Heller Director | Jun 30, 2026 | Award | +27,514 | – | – | 460,138 |
| Robert F. Savage Jr Director | Jun 30, 2026 | Award | +27,514 | – | – | 548,071 |
| Dan Drohan Director | Jun 30, 2026 | Award | +27,514 | – | – | 500,996 |
| Elizabeth C. Fascitelli Director | Jun 30, 2026 | Award | +27,514 | – | – | 366,712 |
| Ernest Michael Freedman Director | Jun 30, 2026 | Award | +27,514 | – | – | 179,438 |
| Elizabeth C. Fascitelli Director | Jun 4, 2026 | Award | +45,156 | – | – | 339,198 |
| Ernest Michael Freedman Director | Jun 4, 2026 | Award | +45,156 | – | – | 151,924 |
| Dan Drohan Director | Jun 4, 2026 | Award | +45,156 | – | – | 473,482 |
| Robert F. Savage Jr Director | Jun 4, 2026 | Award | +45,156 | – | – | 520,557 |
| Dean Heller Director | Jun 4, 2026 | Award | +45,156 | – | – | 432,624 |
| Jeffrey E. Kelter Director | Jun 4, 2026 | Award | +158,049 | – | – | 986,273 |
| Meghan Pasricha Director | Jun 4, 2026 | Award | +45,156 | – | – | 185,765 |
| David Schellenberg Director | Jun 4, 2026 | Award | +45,156 | – | – | 238,188 |
| Hugh Wyman Howard III Director | Jun 4, 2026 | Award | +45,156 | – | – | 239,593 |
| Samuel Carl Davis CEO & President | May 11, 2026 | Award | +318,657 | – | – | 744,223 |
| Samuel Carl Davis CEO & President | May 11, 2026 | Award | +1,000,000 | – | – | 1,744,223 |
| Samuel Carl Davis CEO & President | May 11, 2026 | Award | +265,547 | – | – | 2,009,770 |
| Justin D. Mogford General Counsel & Corp. Sec. | May 11, 2026 | Award | +212,438 | – | – | 212,438 |
| Justin D. Mogford General Counsel & Corp. Sec. | May 11, 2026 | Award | +238,993 | – | – | 451,431 |
| Adolphus William Andrews Chief Operating Officer | May 11, 2026 | Award | +265,547 | – | – | 476,171 |
| James J. Muchmore Chief Legal Officer & EVP | Mar 16, 2026 | Tax withholding | −27,708 | $2.20 | $60.96K | 764,800 |
| Samuel Carl Davis CEO & President | Mar 16, 2026 | Tax withholding | −21,114 | $2.20 | $46.45K | 425,566 |
| Jeffrey E. Kelter Director | Mar 9, 2026 | Award | +100,000 | – | – | 828,224 |
| Adolphus William Andrews Chief Operating Officer | Mar 9, 2026 | Award | +210,624 | – | – | 210,624 |
| Jeffrey E. Kelter Director | Dec 3, 2025 | Buy | +100,000 | $1.80 | $180.00K | 627,800 |
| Jeffrey E. Kelter Director | Dec 3, 2025 | Buy | +100,000 | $1.80 | $180.00K | 302,020 |
| Jeffrey E. Kelter Director | Dec 3, 2025 | Buy | +100,000 | $1.80 | $180.00K | 728,224 |
| Dan Drohan Director | Nov 25, 2025 | Award | +154,145 | – | – | 428,326 |
| Dean Heller Director | Nov 25, 2025 | Award | +154,145 | – | – | 387,468 |
| Elizabeth C. Fascitelli Director | Nov 25, 2025 | Award | +154,145 | – | – | 294,042 |
| Meghan Pasricha Director | Nov 25, 2025 | Award | +140,609 | – | – | 140,609 |
| Robert F. Savage Jr Director | Nov 25, 2025 | Award | +208,290 | – | – | 475,401 |
| Hugh Wyman Howard III Director | Nov 25, 2025 | Award | +23,799 | – | – | 194,437 |
| David Schellenberg Director | Nov 25, 2025 | Award | +154,145 | – | – | 193,032 |
| Jeffrey E. Kelter Director | Nov 25, 2025 | Award | +400,000 | – | – | 628,224 |
| Ernest Michael Freedman Director | Nov 25, 2025 | Award | +106,768 | – | – | 106,768 |
| Timothy P. Sheehy 10% owner | May 28, 2025 | Gift | −263,833 | – | – | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Family Tactical Opportunities Investment Partnership III - NQ - ESC L.P. Blackstone See Remarks | Aug 25, 2026 | 8,695 | $10.17K | Aug 25, 2026 | Acquired in connection with a business combination which closed on January 24, 2023. |
| Tactical Opportunities Fund - FD L.P. Blackstone See Remarks | Aug 25, 2026 | 19,445 | $22.75K | Aug 25, 2026 | Acquired in connection with a business combination which closed on January 24, 2023. |
| Grannus Holdings IV - NQ LLC BTO See Remarks | Aug 25, 2026 | 1,125,745 | $1.32M | Aug 25, 2026 | Acquired in connection with a business combination which closed on January 24, 2023. |
| Grannus Holdings IV - NQ LLC BTO See Remarks | Aug 17, 2026 | 1,209,023 | $1.51M | Aug 17, 2026 | Acquired in connection with a business combination which closed on January 24, 2023. |
| Tactical Opportunities Fund - FD L.P. Blackstone See Remarks | Aug 17, 2026 | 20,884 | $26.11K | Aug 17, 2026 | Acquired in connection with a business combination which closed on January 24, 2023. |
| Family Tactical Opportunities Investment Partnership III - NQ - ESC L.P. Blackstone See Remarks | Aug 17, 2026 | 9,338 | $11.67K | Aug 17, 2026 | Acquired in connection with a business combination which closed on January 24, 2023. |
| Tactical Opportunities Fund - FD L.P. Blackstone See Remarks | Aug 11, 2026 | 46,817 | $64.14K | Aug 11, 2026 | Acquired in connection with a business combination which closed on January 24, 2023. |
| Family Tactical Opportunities Investment Partnership III - NQ - ESC L.P. Blackstone See Remarks | Aug 11, 2026 | 20,933 | $28.68K | Aug 11, 2026 | Acquired in connection with a business combination which closed on January 24, 2023. |
| Grannus Holdings IV - NQ LLC BTO See Remarks | Aug 11, 2026 | 2,710,374 | $3.71M | Aug 11, 2026 | Acquired in connection with a business combination which closed on January 24, 2023. |
| Tactical Opportunities Fund - FD L.P. Blackstone See Remarks | Aug 4, 2026 | 32,019 | $62.76K | Aug 4, 2026 | Acquired in connection with a business combination which closed on January 24, 2023. |
| Family Tactical Opportunities Investment Partnership III - NQ - ESC L.P. Blackstone See Remarks | Aug 4, 2026 | 14,316 | $28.06K | Aug 4, 2026 | Acquired in connection with a business combination which closed on January 24, 2023. |
| Grannus Holdings IV - NQ LLC BTO See Remarks | Aug 4, 2026 | 1,853,665 | $3.63M | Aug 4, 2026 | Acquired in connection with a business combination which closed on January 24, 2023. |
| Davis Samuel Officer | Sep 16, 2024 | 28,000 | $78.96K | Sep 16, 2024 | Restricted Stock Lapse |
| Muchmore James Officer | Sep 16, 2024 | 59,200 | $166.94K | Sep 16, 2024 | Restricted Stock Lapse |
| Gerratt Eric Officer | Sep 16, 2024 | 35,500 | $97.63K | Sep 16, 2024 | Restricted Stock Lapse |