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, Q3 2023
Institutional positions in Bridge Investment Group Holdings Inc. as of Sep 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
- 58
- +8 vs. Q2 2023
- Shares held
- 19.5M
- +31.2K (+0.2%) vs. Q2 2023
- Total value
- $179.3M
- −$41.6M (−18.8%) vs. Q2 2023
- New holders
- 16
- 18 more added
- Sold out
- 8
- 12 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Bridge Investment Group Holdings Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jennison Associates LLC | 3,083,410 | $28.4M | 0.02% | +115,347+3.9% | Added |
| Vanguard Group Inc | 2,619,156 | $24.1M | 0.00% | +30,787+1.2% | Added |
| Burgundy Asset Management Ltd. | 2,353,336 | $21.7M | 0.27% | +36,193+1.6% | Added |
| Morgan Stanley | 1,916,050 | $17.6M | 0.00% | −196,990−9.3% | Reduced |
| Franklin Resources Inc | 1,556,685 | $14.3M | 0.01% | +6770.0% | Added |
| Conversant Capital LLC | 1,412,213 | $13.0M | 3.95% | +1490.0% | Added |
| 1832 Asset Management L.P. | 1,326,808 | $12.2M | 0.03% | −10,000−0.7% | Reduced |
| Millennium Management LLC | 970,179 | $8.93M | 0.01% | −32,679−3.3% | Reduced |
| Lord, Abbett & Co. LLC | 756,349 | $6.96M | 0.03% | +149,400+24.6% | Added |
| BlackRock Inc. | 554,422 | $5.10M | 0.00% | +33,657+6.5% | Added |
| Voss Capital, LLC | 397,790 | $3.66M | 0.46% | +25,070+6.7% | Added |
| Geode Capital Management, LLC | 302,291 | $2.78M | 0.00% | −1,699−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 255,744 | $2.35M | 0.02% | +46,694+22.3% | Added |
| Bank of New York Mellon Corp | 218,284 | $2.01M | 0.00% | +1,735+0.8% | Added |
| EverSource Wealth Advisors, LLC | 196,730 | $1.81M | 0.19% | −29,812−13.2% | Reduced |
| Balyasny Asset Management LLC | 194,416 | $1.79M | 0.01% | +194,416 | New |
| Wells Fargo & Company | 162,818 | $1.50M | 0.00% | +63,064+63.2% | Added |
| State Street Corp | 107,711 | $990.9K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 105,388 | $969.6K | 0.00% | +48,645+85.7% | Added |
| FMR LLC | 87,148 | $801.8K | 0.00% | −736,701−89.4% | Reduced |
| Citadel Advisors LLC | 85,057 | $782.5K | 0.00% | +31,434+58.6% | Added |
| Barclays PLC | 84,284 | $775.4K | 0.00% | +26,294+45.3% | Added |
| First Trust Advisors LP | 79,620 | $732.5K | 0.00% | −1,288−1.6% | Reduced |
| HGI Capital Management, LLC | 74,476 | $685.2K | 0.78% | +74,476 | New |
| Bank of America Corp | 64,047 | $589.2K | 0.00% | −27,029−29.7% | Reduced |
| Northern Trust Corp | 56,049 | $515.7K | 0.00% | −242−0.4% | Reduced |
| Two Sigma Investments, LP | 52,328 | $481.4K | 0.00% | +52,328 | New |
| Renaissance Technologies LLC | 39,900 | $367.0K | 0.00% | +39,900 | New |
| Royce & Associates LP | 33,130 | $304.8K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 31,425 | $289.1K | 0.00% | −4,950−13.6% | Reduced |
| Matrix Private Capital Group LLC | 30,250 | $278.3K | 0.21% | −3,000−9.0% | Reduced |
| Jane Street Group, LLC | 20,972 | $192.9K | 0.00% | +20,972 | New |
| Susquehanna International Group, LLP | 20,919 | $192.5K | 0.00% | +20,919 | New |
| Janus Henderson Group PLC | 18,169 | $167.2K | 0.00% | +941+5.5% | Added |
| HBK Sorce Advisory LLC | 17,261 | $158.8K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 16,716 | $153.8K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 16,259 | $149.6K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 15,900 | $146.3K | 0.00% | +15,900 | New |
| Comerica Bank | 15,468 | $142.3K | 0.00% | +15,468 | New |
| Corton Capital Inc. | 15,223 | $140.1K | 0.07% | −2,336−13.3% | Reduced |
| PDT Partners, LLC | 14,004 | $128.8K | 0.02% | +14,004 | New |
| Raymond James & Associates | 13,487 | $124.1K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 13,376 | $123.1K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 13,100 | $120.5K | 0.00% | +13,100 | New |
| Pathstone Family Office, LLC | 12,269 | $112.9K | 0.00% | +75+0.6% | Added |
| Strategic Wealth Partners, Ltd. | 11,960 | $110.0K | 0.01% | +11,960 | New |
| GW Henssler & Associates Ltd | 11,219 | $103.2K | 0.01% | +11,219 | New |
| Two Sigma Securities, LLC | 10,635 | $97.8K | 0.00% | +10,635 | New |
| UBS Group AG | 8,364 | $76.9K | 0.00% | +2,579+44.6% | Added |
| Royal Bank of Canada | 7,475 | $69.0K | 0.00% | +400+5.7% | Added |
| PEAK6 Investments LLC | 5,717 | $52.6K | 0.00% | +5,717 | New |
| Aquatic Capital Management LLC | 3,100 | $29.0K | 0.00% | +3,100 | New |
| Jamison Private Wealth Management, Inc. | 1,077 | $9.91K | 0.00% | +1,077 | New |
| Rhumbline Advisers | 863 | $7.94K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 270 | $2.48K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 200 | $1.84K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 24 | $221 | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 0 | $0 | 0.00% | −22,533−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,191−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,388−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| PFS Investments Inc. | – | – | – | – | Not filed |