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Bridge Investment Group Holdings Inc.

BRDGDelisted Sep 2, 2025
Industry
Investment Advice
SEC CIK
0001854401

Bridge Investment Group Holdings Inc. was delisted on Sep 2, 2025; its insiders filed their last Form 4 on Sep 2, 2025; 83 institutions reported holding it in 13F filings for Q2 2025, worth $232.4M in total; no superinvestor held it.

13F holders, Q4 2022

Institutional positions in Bridge Investment Group Holdings Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
51
−2 vs. Q3 2022
Shares held
18.2M
+808.2K (+4.7%) vs. Q3 2022
Total value
$219.1M
−$32.9M (−13.1%) vs. Q3 2022
New holders
12
21 more added
Sold out
14
15 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BRDG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 51 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 41 institutionsQ4 2021: 59 institutionsQ1 2022: 59 institutionsQ2 2022: 53 institutionsQ3 2022: 54 institutionsQ4 2022: 51 institutionsQ1 2023: 55 institutionsQ2 2023: 51 institutionsQ3 2023: 58 institutionsQ4 2023: 77 institutionsQ1 2024: 76 institutionsQ2 2024: 68 institutionsQ3 2024: 69 institutionsQ4 2024: 60 institutionsQ1 2025: 71 institutionsQ2 2025: 83 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2022: $219.1M
Q1 2021: $0Q2 2021: $0Q3 2021: $288.0MQ4 2021: $461.8MQ1 2022: $374.0MQ2 2022: $251.7MQ3 2022: $252.0MQ4 2022: $219.1MQ1 2023: $201.7MQ2 2023: $221.0MQ3 2023: $179.3MQ4 2023: $180.6MQ1 2024: $129.7MQ2 2024: $140.8MQ3 2024: $187.9MQ4 2024: $176.5MQ1 2025: $198.2MQ2 2025: $232.4MQ3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding BRDG and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 202583$232.4M
Q1 202571$198.2M
Q4 202460$176.5M
Q3 202469$187.9M
Q2 202468$140.8M
Q1 202476$129.7M
Q4 202377$180.6M
Q3 202358$179.3M
Q2 202351$221.0M
Q1 202355$201.7M
Q4 202251$219.1M
Q3 202254$252.0M
Q2 202253$251.7M
Q1 202259$374.0M
Q4 202159$461.8M
Q3 202141$288.0M
Q2 20210$0
Q1 20210$0

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Bridge Investment Group Holdings Inc.; share changes are against Q3 2022.

Institutions holding BRDG in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Jennison Associates LLC2,849,019$34.3M0.04%+304,733+12.0%Added
Vanguard Group Inc2,481,496$29.9M0.00%+35,204+1.4%Added
Burgundy Asset Management Ltd.2,242,477$27.0M0.35%−24,679−1.1%Reduced
Morgan Stanley1,924,922$23.2M0.00%+20,705+1.1%Added
Franklin Resources Inc1,554,569$18.7M0.01%−8,628−0.6%Reduced
1832 Asset Management L.P.1,538,601$18.5M0.04%+11,936+0.8%Added
Conversant Capital LLC1,362,064$16.4M3.84%−5,562−0.4%Reduced
FMR LLC751,588$9.06M0.00%−16,250−2.1%Reduced
Lord, Abbett & Co. LLC613,249$7.39M0.03%−13,100−2.1%Reduced
BlackRock Inc.345,910$4.17M0.00%+34,328+11.0%Added
Geode Capital Management, LLC301,205$3.63M0.00%+3,766+1.3%Added
Bank of Montreal263,620$3.20M0.00%+263,620New
EverSource Wealth Advisors, LLC222,217$2.68M0.41%+222,217New
Bank of New York Mellon Corp220,228$2.65M0.00%+137,125+165.0%Added
Victory Capital Management Inc206,959$2.49M0.00%+31,873+18.2%Added
Millennium Management LLC170,679$2.06M0.00%+77,105+82.4%Added
Renaissance Technologies LLC142,700$1.72M0.00%+41,300+40.7%Added
Goldman Sachs Group Inc137,121$1.65M0.00%+95,596+230.2%Added
State Street Corp115,067$1.39M0.00%+27,103+30.8%Added
William Blair Investment Management, LLC103,108$1.24M0.00%−68,166−39.8%Reduced
Bank of America Corp72,830$877.6K0.00%−18,017−19.8%Reduced
First Republic Investment Management, Inc.71,093$856.7K0.00%−27,650−28.0%Reduced
First Trust Advisors LP66,174$797.4K0.00%−4,318−6.1%Reduced
Citadel Advisors LLC55,654$670.6K0.00%+55,654New
Wells Fargo & Company53,392$643.4K0.00%+40,564+316.2%Added
Northern Trust Corp45,321$546.1K0.00%+1,854+4.3%Added
UBS Group AG44,115$531.6K0.00%+38,168+641.8%Added
Matrix Private Capital Group LLC33,850$407.9K0.27%−29,450−46.5%Reduced
State of Tennessee, Treasury Department26,113$315.0K0.00%+4,408+20.3%Added
HBK Sorce Advisory LLC25,462$307.0K0.01%+25,462New
LMR Partners LLP21,624$260.6K0.01%−11,159−34.0%Reduced
Keybank National Association16,716$201.4K0.00%+1,097+7.0%Added
Summit Trail Advisors, LLC16,259$195.9K0.01%00.0%Unchanged
Ahrens Investment Partners LLC14,645$176.5K0.08%+14,645New
JPMorgan Chase & Co13,667$165.0K0.00%+13,667New
Two Sigma Advisers, LP11,600$139.8K0.00%−18,900−62.0%Reduced
Squarepoint Ops LLC10,803$130.2K0.00%+10,803New
Quantbot Technologies LP9,793$118.0K0.01%+9,793New
Aquatic Capital Management LLC5,200$63.0K0.00%+5,200New
Pathstone Family Office, LLC12,132$59.1K0.00%+2,088+20.8%Added
Royal Bank of Canada4,061$49.0K0.00%+470+13.1%Added
Tower Research Capital LLC (TRC)2,009$24.0K0.00%−1,248−38.3%Reduced
Quarry LP1,482$17.9K0.02%+1,482New
Steward Partners Investment Advisory, LLC1,174$14.1K0.00%+30+2.6%Added
Citigroup Inc786$9.47K0.00%+490+165.5%Added
Rockefeller Capital Management L.P.827$9.00K0.00%−69,498−98.8%Reduced
Advisor Group Holdings, Inc.687$8.00K0.00%−133−16.2%Reduced
Simplex Trading, LLC482$5.00K0.00%+482New
Washington Trust Advisors, Inc.270$3.25K0.00%00.0%Unchanged
Hollencrest Capital Management200$2.41K0.00%+200New
Bellevue Asset Management, LLC103$1.24K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP0$00.00%−97,663−100.0%Sold out
Equitable Holdings, Inc.0$00.00%−96,002−100.0%Sold out
Stifel Financial Corp0$00.00%−40,436−100.0%Sold out
Two Sigma Investments, LP0$00.00%−37,657−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−22,909−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−21,913−100.0%Sold out
Versor Investments LP0$00.00%−21,300−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−19,085−100.0%Sold out
Trexquant Investment LP0$00.00%−15,579−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−12,939−100.0%Sold out
PDT Partners, LLC0$00.00%−10,561−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−10,418−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−1,686−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−64−100.0%Sold out
FourThought Financial, LLC––––Not filed