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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 83 | $232.4M |
| Q1 2025 | 71 | $198.2M |
| Q4 2024 | 60 | $176.5M |
| Q3 2024 | 69 | $187.9M |
| Q2 2024 | 68 | $140.8M |
| Q1 2024 | 76 | $129.7M |
| Q4 2023 | 77 | $180.6M |
| Q3 2023 | 58 | $179.3M |
| Q2 2023 | 51 | $221.0M |
| Q1 2023 | 55 | $201.7M |
| Q4 2022 | 51 | $219.1M |
| Q3 2022 | 54 | $252.0M |
| Q2 2022 | 53 | $251.7M |
| Q1 2022 | 59 | $374.0M |
| Q4 2021 | 59 | $461.8M |
| Q3 2021 | 41 | $288.0M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bellevue Asset Management, LLC | 103 | $1.24K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 200 | $2.41K | 0.00% | +200 | New |
| Washington Trust Advisors, Inc. | 270 | $3.25K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 482 | $5.00K | 0.00% | +482 | New |
| Advisor Group Holdings, Inc. | 687 | $8.00K | 0.00% | −133−16.2% | Reduced |
| Rockefeller Capital Management L.P. | 827 | $9.00K | 0.00% | −69,498−98.8% | Reduced |
| Citigroup Inc | 786 | $9.47K | 0.00% | +490+165.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,174 | $14.1K | 0.00% | +30+2.6% | Added |
| Quarry LP | 1,482 | $17.9K | 0.02% | +1,482 | New |
| Tower Research Capital LLC (TRC) | 2,009 | $24.0K | 0.00% | −1,248−38.3% | Reduced |
| Royal Bank of Canada | 4,061 | $49.0K | 0.00% | +470+13.1% | Added |
| Pathstone Family Office, LLC | 12,132 | $59.1K | 0.00% | +2,088+20.8% | Added |
| Aquatic Capital Management LLC | 5,200 | $63.0K | 0.00% | +5,200 | New |
| Quantbot Technologies LP | 9,793 | $118.0K | 0.01% | +9,793 | New |
| Squarepoint Ops LLC | 10,803 | $130.2K | 0.00% | +10,803 | New |
| Two Sigma Advisers, LP | 11,600 | $139.8K | 0.00% | −18,900−62.0% | Reduced |
| JPMorgan Chase & Co | 13,667 | $165.0K | 0.00% | +13,667 | New |
| Ahrens Investment Partners LLC | 14,645 | $176.5K | 0.08% | +14,645 | New |
| Summit Trail Advisors, LLC | 16,259 | $195.9K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 16,716 | $201.4K | 0.00% | +1,097+7.0% | Added |
| LMR Partners LLP | 21,624 | $260.6K | 0.01% | −11,159−34.0% | Reduced |
| HBK Sorce Advisory LLC | 25,462 | $307.0K | 0.01% | +25,462 | New |
| State of Tennessee, Treasury Department | 26,113 | $315.0K | 0.00% | +4,408+20.3% | Added |
| Matrix Private Capital Group LLC | 33,850 | $407.9K | 0.27% | −29,450−46.5% | Reduced |
| UBS Group AG | 44,115 | $531.6K | 0.00% | +38,168+641.8% | Added |
| Northern Trust Corp | 45,321 | $546.1K | 0.00% | +1,854+4.3% | Added |
| Wells Fargo & Company | 53,392 | $643.4K | 0.00% | +40,564+316.2% | Added |
| Citadel Advisors LLC | 55,654 | $670.6K | 0.00% | +55,654 | New |
| First Trust Advisors LP | 66,174 | $797.4K | 0.00% | −4,318−6.1% | Reduced |
| First Republic Investment Management, Inc. | 71,093 | $856.7K | 0.00% | −27,650−28.0% | Reduced |
| Bank of America Corp | 72,830 | $877.6K | 0.00% | −18,017−19.8% | Reduced |
| William Blair Investment Management, LLC | 103,108 | $1.24M | 0.00% | −68,166−39.8% | Reduced |
| State Street Corp | 115,067 | $1.39M | 0.00% | +27,103+30.8% | Added |
| Goldman Sachs Group Inc | 137,121 | $1.65M | 0.00% | +95,596+230.2% | Added |
| Renaissance Technologies LLC | 142,700 | $1.72M | 0.00% | +41,300+40.7% | Added |
| Millennium Management LLC | 170,679 | $2.06M | 0.00% | +77,105+82.4% | Added |
| Victory Capital Management Inc | 206,959 | $2.49M | 0.00% | +31,873+18.2% | Added |
| Bank of New York Mellon Corp | 220,228 | $2.65M | 0.00% | +137,125+165.0% | Added |
| EverSource Wealth Advisors, LLC | 222,217 | $2.68M | 0.41% | +222,217 | New |
| Bank of Montreal | 263,620 | $3.20M | 0.00% | +263,620 | New |
| Geode Capital Management, LLC | 301,205 | $3.63M | 0.00% | +3,766+1.3% | Added |
| BlackRock Inc. | 345,910 | $4.17M | 0.00% | +34,328+11.0% | Added |
| Lord, Abbett & Co. LLC | 613,249 | $7.39M | 0.03% | −13,100−2.1% | Reduced |
| FMR LLC | 751,588 | $9.06M | 0.00% | −16,250−2.1% | Reduced |
| Conversant Capital LLC | 1,362,064 | $16.4M | 3.84% | −5,562−0.4% | Reduced |
| 1832 Asset Management L.P. | 1,538,601 | $18.5M | 0.04% | +11,936+0.8% | Added |
| Franklin Resources Inc | 1,554,569 | $18.7M | 0.01% | −8,628−0.6% | Reduced |
| Morgan Stanley | 1,924,922 | $23.2M | 0.00% | +20,705+1.1% | Added |
| Burgundy Asset Management Ltd. | 2,242,477 | $27.0M | 0.35% | −24,679−1.1% | Reduced |
| Vanguard Group Inc | 2,481,496 | $29.9M | 0.00% | +35,204+1.4% | Added |
| Jennison Associates LLC | 2,849,019 | $34.3M | 0.04% | +304,733+12.0% | Added |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −97,663−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −96,002−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −40,436−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −37,657−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −22,909−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −21,913−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −19,085−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,579−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −12,939−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,561−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,418−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −1,686−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| FourThought Financial, LLC | – | – | – | – | Not filed |