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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Bridge Investment Group Holdings Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 42 | $476 | 0.00% | +42 | New |
| Capital Advisors, Ltd. LLC | 62 | $1.00K | 0.00% | +62 | New |
| Bellevue Asset Management, LLC | 103 | $1.17K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 155 | $1.75K | 0.00% | −532−77.4% | Reduced |
| Hollencrest Capital Management | 200 | $2.27K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 271 | $3.00K | 0.00% | −211−43.8% | Reduced |
| Washington Trust Advisors, Inc. | 270 | $3.06K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 569 | $6.45K | 0.00% | −605−51.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,323 | $26.0K | 0.00% | +314+15.6% | Added |
| Royal Bank of Canada | 4,101 | $47.0K | 0.00% | +40+1.0% | Added |
| Aquatic Capital Management LLC | 4,500 | $51.0K | 0.00% | −700−13.5% | Reduced |
| Quantbot Technologies LP | 5,907 | $66.9K | 0.00% | −3,886−39.7% | Reduced |
| PFS Investments Inc. | 11,001 | $117.0K | 0.00% | +11,001 | New |
| Verition Fund Management LLC | 10,345 | $117.2K | 0.00% | +10,345 | New |
| ExodusPoint Capital Management, LP | 10,426 | $118.0K | 0.00% | +10,426 | New |
| Pathstone Family Office, LLC | 12,136 | $137.5K | 0.00% | +40.0% | Added |
| HBK Sorce Advisory LLC | 12,730 | $144.2K | 0.01% | −12,732−50.0% | Reduced |
| UBS Group AG | 12,814 | $145.2K | 0.00% | −31,301−71.0% | Reduced |
| Charles Schwab Investment Management Inc | 13,376 | $151.6K | 0.00% | +13,376 | New |
| Gsa Capital Partners LLP | 14,655 | $166.0K | 0.02% | +14,655 | New |
| Stifel Financial Corp | 16,333 | $185.1K | 0.00% | +16,333 | New |
| Keybank National Association | 16,716 | $189.4K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 19,255 | $218.2K | 0.00% | −2,369−11.0% | Reduced |
| Squarepoint Ops LLC | 27,896 | $316.1K | 0.00% | +17,093+158.2% | Added |
| State of Tennessee, Treasury Department | 29,986 | $339.7K | 0.00% | +3,873+14.8% | Added |
| Trexquant Investment LP | 31,030 | $351.6K | 0.01% | +31,030 | New |
| Matrix Private Capital Group LLC | 33,850 | $383.5K | 0.27% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 40,796 | $462.2K | 0.01% | +40,796 | New |
| Cubist Systematic Strategies, LLC | 42,105 | $477.1K | 0.00% | +42,105 | New |
| Dimensional Fund Advisors LP | 47,733 | $540.8K | 0.00% | +47,733 | New |
| Jane Street Group, LLC | 48,816 | $553.1K | 0.00% | +48,816 | New |
| Wells Fargo & Company | 53,275 | $603.6K | 0.00% | −117−0.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 55,676 | $630.8K | 0.04% | +55,676 | New |
| Millennium Management LLC | 56,181 | $637.0K | 0.00% | −114,498−67.1% | Reduced |
| Northern Trust Corp | 56,720 | $642.6K | 0.00% | +11,399+25.2% | Added |
| HRT Financial LP | 68,592 | $777.0K | 0.01% | +68,592 | New |
| First Trust Advisors LP | 80,033 | $906.8K | 0.00% | +13,859+20.9% | Added |
| Renaissance Technologies LLC | 81,900 | $928.0K | 0.00% | −60,800−42.6% | Reduced |
| Bank of America Corp | 119,856 | $1.36M | 0.00% | +47,026+64.6% | Added |
| State Street Corp | 132,402 | $1.50M | 0.00% | +17,335+15.1% | Added |
| Citadel Advisors LLC | 159,473 | $1.81M | 0.00% | +103,819+186.5% | Added |
| Goldman Sachs Group Inc | 188,260 | $2.13M | 0.00% | +51,139+37.3% | Added |
| Bank of New York Mellon Corp | 224,588 | $2.54M | 0.00% | +4,360+2.0% | Added |
| EverSource Wealth Advisors, LLC | 227,807 | $2.58M | 0.32% | +5,590+2.5% | Added |
| Geode Capital Management, LLC | 337,015 | $3.82M | 0.00% | +35,810+11.9% | Added |
| BlackRock Inc. | 366,366 | $4.15M | 0.00% | +20,456+5.9% | Added |
| Lord, Abbett & Co. LLC | 606,949 | $6.88M | 0.02% | −6,300−1.0% | Reduced |
| FMR LLC | 756,512 | $8.57M | 0.00% | +4,924+0.7% | Added |
| 1832 Asset Management L.P. | 1,340,191 | $15.2M | 0.03% | −198,410−12.9% | Reduced |
| Conversant Capital LLC | 1,362,064 | $15.4M | 4.26% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,554,200 | $17.6M | 0.01% | −3690.0% | Reduced |
| Morgan Stanley | 1,937,795 | $22.0M | 0.00% | +12,873+0.7% | Added |
| Burgundy Asset Management Ltd. | 2,238,697 | $25.4M | 0.31% | −3,780−0.2% | Reduced |
| Vanguard Group Inc | 2,448,111 | $27.7M | 0.00% | −33,385−1.3% | Reduced |
| Jennison Associates LLC | 2,883,306 | $32.7M | 0.03% | +34,287+1.2% | Added |
| Bank of Montreal | 0 | $0 | 0.00% | −263,620−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −206,959−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −103,108−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −71,093−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −16,259−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −14,645−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −13,667−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,482−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −827−100.0% | Sold out |