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, Q2 2023
Institutional positions in Bridge Investment Group Holdings Inc. as of Jun 30, 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
- 51
- −4 vs. Q1 2023
- Shares held
- 19.5M
- +1.67M (+9.4%) vs. Q1 2023
- Total value
- $221.0M
- +$19.3M (+9.6%) vs. Q1 2023
- New holders
- 12
- 19 more added
- Sold out
- 16
- 14 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Bridge Investment Group Holdings Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 24 | $272 | 0.00% | −545−95.8% | Reduced |
| 25 LLC | 55 | $667 | 0.00% | +55 | New |
| Capital Advisors, Ltd. LLC | 65 | $1.00K | 0.00% | +3+4.8% | Added |
| Bellevue Asset Management, LLC | 103 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 200 | $2.27K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 270 | $3.06K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 367 | $4.00K | 0.00% | +96+35.4% | Added |
| Rhumbline Advisers | 863 | $9.79K | 0.00% | +863 | New |
| JPMorgan Chase & Co | 1,304 | $14.8K | 0.00% | +1,304 | New |
| Tower Research Capital LLC (TRC) | 1,388 | $15.8K | 0.00% | −935−40.2% | Reduced |
| State of Wyoming | 2,498 | $28.4K | 0.01% | +2,498 | New |
| UBS Group AG | 5,785 | $65.7K | 0.00% | −7,029−54.9% | Reduced |
| Royal Bank of Canada | 7,075 | $81.0K | 0.00% | +2,974+72.5% | Added |
| PFS Investments Inc. | 12,016 | $136.0K | 0.00% | +1,015+9.2% | Added |
| Squarepoint Ops LLC | 12,191 | $138.4K | 0.00% | −15,705−56.3% | Reduced |
| Pathstone Family Office, LLC | 12,194 | $138.4K | 0.00% | +58+0.5% | Added |
| Charles Schwab Investment Management Inc | 13,376 | $151.8K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 13,487 | $153.1K | 0.00% | +13,487 | New |
| Summit Trail Advisors, LLC | 16,259 | $184.5K | 0.01% | +16,259 | New |
| Keybank National Association | 16,716 | $189.7K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 17,228 | $195.5K | 0.00% | +17,228 | New |
| HBK Sorce Advisory LLC | 17,261 | $195.9K | 0.01% | +4,531+35.6% | Added |
| Corton Capital Inc. | 17,559 | $199.3K | 0.09% | +17,559 | New |
| LMR Partners LLP | 22,533 | $255.8K | 0.01% | +3,278+17.0% | Added |
| Royce & Associates LP | 33,130 | $376.0K | 0.00% | +33,130 | New |
| Matrix Private Capital Group LLC | 33,250 | $377.4K | 0.28% | −600−1.8% | Reduced |
| New York Life Investment Management LLC | 36,375 | $412.9K | 0.00% | −4,421−10.8% | Reduced |
| Citadel Advisors LLC | 53,623 | $608.6K | 0.00% | −105,850−66.4% | Reduced |
| Northern Trust Corp | 56,291 | $638.9K | 0.00% | −429−0.8% | Reduced |
| Dimensional Fund Advisors LP | 56,743 | $644.0K | 0.00% | +9,010+18.9% | Added |
| Barclays PLC | 57,990 | $658.2K | 0.00% | +57,990 | New |
| First Trust Advisors LP | 80,908 | $918.3K | 0.00% | +875+1.1% | Added |
| Bank of America Corp | 91,076 | $1.03M | 0.00% | −28,780−24.0% | Reduced |
| Wells Fargo & Company | 99,754 | $1.13M | 0.00% | +46,479+87.2% | Added |
| State Street Corp | 107,711 | $1.22M | 0.00% | −24,691−18.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 209,050 | $2.37M | 0.02% | +209,050 | New |
| Bank of New York Mellon Corp | 216,549 | $2.46M | 0.00% | −8,039−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 226,542 | $2.57M | 0.28% | −1,265−0.6% | Reduced |
| Geode Capital Management, LLC | 303,990 | $3.45M | 0.00% | −33,025−9.8% | Reduced |
| Voss Capital, LLC | 372,720 | $4.23M | 0.51% | +372,720 | New |
| BlackRock Inc. | 520,765 | $5.91M | 0.00% | +154,399+42.1% | Added |
| Lord, Abbett & Co. LLC | 606,949 | $6.89M | 0.02% | 00.0% | Unchanged |
| FMR LLC | 823,849 | $9.35M | 0.00% | +67,337+8.9% | Added |
| Millennium Management LLC | 1,002,858 | $11.4M | 0.01% | +946,677+1,685.0% | Added |
| 1832 Asset Management L.P. | 1,336,808 | $15.2M | 0.03% | −3,383−0.3% | Reduced |
| Conversant Capital LLC | 1,412,064 | $16.0M | 5.54% | +50,000+3.7% | Added |
| Franklin Resources Inc | 1,556,008 | $17.7M | 0.01% | +1,808+0.1% | Added |
| Morgan Stanley | 2,113,040 | $24.0M | 0.00% | +175,245+9.0% | Added |
| Burgundy Asset Management Ltd. | 2,317,143 | $26.3M | 0.31% | +78,446+3.5% | Added |
| Vanguard Group Inc | 2,588,369 | $29.4M | 0.00% | +140,258+5.7% | Added |
| Jennison Associates LLC | 2,968,063 | $33.7M | 0.03% | +84,757+2.9% | Added |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −188,260−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −81,900−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −68,592−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −55,676−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −48,816−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −42,105−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −31,030−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −29,986−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −16,333−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,655−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,426−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,345−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,907−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −42−100.0% | Sold out |