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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, Q1 2023

Institutional positions in Bridge Investment Group Holdings Inc. as of Mar 31, 2023. 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
55
+4 vs. Q4 2022
Shares held
17.8M
−378.9K (−2.1%) vs. Q4 2022
Total value
$201.7M
−$17.3M (−7.9%) vs. Q4 2022
New holders
15
18 more added
Sold out
11
16 more reduced

Compare with Q4 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 holdersQ1 2023: 55 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 heldQ1 2023: $201.7M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Bridge Investment Group Holdings Inc.; share changes are against Q4 2022.

Institutions holding BRDG in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Jennison Associates LLC2,883,306$32.7M0.03%+34,287+1.2%Added
Vanguard Group Inc2,448,111$27.7M0.00%−33,385−1.3%Reduced
Burgundy Asset Management Ltd.2,238,697$25.4M0.31%−3,780−0.2%Reduced
Morgan Stanley1,937,795$22.0M0.00%+12,873+0.7%Added
Franklin Resources Inc1,554,200$17.6M0.01%−3690.0%Reduced
Conversant Capital LLC1,362,064$15.4M4.26%00.0%Unchanged
1832 Asset Management L.P.1,340,191$15.2M0.03%−198,410−12.9%Reduced
FMR LLC756,512$8.57M0.00%+4,924+0.7%Added
Lord, Abbett & Co. LLC606,949$6.88M0.02%−6,300−1.0%Reduced
BlackRock Inc.366,366$4.15M0.00%+20,456+5.9%Added
Geode Capital Management, LLC337,015$3.82M0.00%+35,810+11.9%Added
EverSource Wealth Advisors, LLC227,807$2.58M0.32%+5,590+2.5%Added
Bank of New York Mellon Corp224,588$2.54M0.00%+4,360+2.0%Added
Goldman Sachs Group Inc188,260$2.13M0.00%+51,139+37.3%Added
Citadel Advisors LLC159,473$1.81M0.00%+103,819+186.5%Added
State Street Corp132,402$1.50M0.00%+17,335+15.1%Added
Bank of America Corp119,856$1.36M0.00%+47,026+64.6%Added
Renaissance Technologies LLC81,900$928.0K0.00%−60,800−42.6%Reduced
First Trust Advisors LP80,033$906.8K0.00%+13,859+20.9%Added
HRT Financial LP68,592$777.0K0.01%+68,592New
Northern Trust Corp56,720$642.6K0.00%+11,399+25.2%Added
Millennium Management LLC56,181$637.0K0.00%−114,498−67.1%Reduced
Emerald Mutual Fund Advisers Trust55,676$630.8K0.04%+55,676New
Wells Fargo & Company53,275$603.6K0.00%−117−0.2%Reduced
Jane Street Group, LLC48,816$553.1K0.00%+48,816New
Dimensional Fund Advisors LP47,733$540.8K0.00%+47,733New
Cubist Systematic Strategies, LLC42,105$477.1K0.00%+42,105New
New York Life Investment Management LLC40,796$462.2K0.01%+40,796New
Matrix Private Capital Group LLC33,850$383.5K0.27%00.0%Unchanged
Trexquant Investment LP31,030$351.6K0.01%+31,030New
State of Tennessee, Treasury Department29,986$339.7K0.00%+3,873+14.8%Added
Squarepoint Ops LLC27,896$316.1K0.00%+17,093+158.2%Added
LMR Partners LLP19,255$218.2K0.00%−2,369−11.0%Reduced
Keybank National Association16,716$189.4K0.00%00.0%Unchanged
Stifel Financial Corp16,333$185.1K0.00%+16,333New
Gsa Capital Partners LLP14,655$166.0K0.02%+14,655New
Charles Schwab Investment Management Inc13,376$151.6K0.00%+13,376New
UBS Group AG12,814$145.2K0.00%−31,301−71.0%Reduced
HBK Sorce Advisory LLC12,730$144.2K0.01%−12,732−50.0%Reduced
Pathstone Family Office, LLC12,136$137.5K0.00%+40.0%Added
ExodusPoint Capital Management, LP10,426$118.0K0.00%+10,426New
Verition Fund Management LLC10,345$117.2K0.00%+10,345New
PFS Investments Inc.11,001$117.0K0.00%+11,001New
Quantbot Technologies LP5,907$66.9K0.00%−3,886−39.7%Reduced
Aquatic Capital Management LLC4,500$51.0K0.00%−700−13.5%Reduced
Royal Bank of Canada4,101$47.0K0.00%+40+1.0%Added
Tower Research Capital LLC (TRC)2,323$26.0K0.00%+314+15.6%Added
Steward Partners Investment Advisory, LLC569$6.45K0.00%−605−51.5%Reduced
Washington Trust Advisors, Inc.270$3.06K0.00%00.0%Unchanged
Simplex Trading, LLC271$3.00K0.00%−211−43.8%Reduced
Hollencrest Capital Management200$2.27K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.155$1.75K0.00%−532−77.4%Reduced
Bellevue Asset Management, LLC103$1.17K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC62$1.00K0.00%+62New
Bell Investment Advisors, Inc42$4760.00%+42New
Bank of Montreal0$00.00%−263,620−100.0%Sold out
Victory Capital Management Inc0$00.00%−206,959−100.0%Sold out
William Blair Investment Management, LLC0$00.00%−103,108−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−71,093−100.0%Sold out
Summit Trail Advisors, LLC0$00.00%−16,259−100.0%Sold out
Ahrens Investment Partners LLC0$00.00%−14,645−100.0%Sold out
JPMorgan Chase & Co0$00.00%−13,667−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−11,600−100.0%Sold out
Quarry LP0$00.00%−1,482−100.0%Sold out
Citigroup Inc0$00.00%−786−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−827−100.0%Sold out