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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, 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.

Institutional holdersQ3 2023: 58 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 heldQ3 2023: $179.3M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Bridge Investment Group Holdings Inc.; share changes are against Q2 2023.

Institutions holding BRDG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Steward Partners Investment Advisory, LLC24$2210.00%00.0%Unchanged
Capital Advisors, Ltd. LLC65$1.00K0.00%00.0%Unchanged
Hollencrest Capital Management200$1.84K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.270$2.48K0.00%00.0%Unchanged
Rhumbline Advisers863$7.94K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.1,077$9.91K0.00%+1,077New
Aquatic Capital Management LLC3,100$29.0K0.00%+3,100New
PEAK6 Investments LLC5,717$52.6K0.00%+5,717New
Royal Bank of Canada7,475$69.0K0.00%+400+5.7%Added
UBS Group AG8,364$76.9K0.00%+2,579+44.6%Added
Two Sigma Securities, LLC10,635$97.8K0.00%+10,635New
GW Henssler & Associates Ltd11,219$103.2K0.01%+11,219New
Strategic Wealth Partners, Ltd.11,960$110.0K0.01%+11,960New
Pathstone Family Office, LLC12,269$112.9K0.00%+75+0.6%Added
Jump Financial, LLC13,100$120.5K0.00%+13,100New
Charles Schwab Investment Management Inc13,376$123.1K0.00%00.0%Unchanged
Raymond James & Associates13,487$124.1K0.00%00.0%Unchanged
PDT Partners, LLC14,004$128.8K0.02%+14,004New
Corton Capital Inc.15,223$140.1K0.07%−2,336−13.3%Reduced
Comerica Bank15,468$142.3K0.00%+15,468New
Two Sigma Advisers, LP15,900$146.3K0.00%+15,900New
Summit Trail Advisors, LLC16,259$149.6K0.01%00.0%Unchanged
Keybank National Association16,716$153.8K0.00%00.0%Unchanged
HBK Sorce Advisory LLC17,261$158.8K0.01%00.0%Unchanged
Janus Henderson Group PLC18,169$167.2K0.00%+941+5.5%Added
Susquehanna International Group, LLP20,919$192.5K0.00%+20,919New
Jane Street Group, LLC20,972$192.9K0.00%+20,972New
Matrix Private Capital Group LLC30,250$278.3K0.21%−3,000−9.0%Reduced
New York Life Investment Management LLC31,425$289.1K0.00%−4,950−13.6%Reduced
Royce & Associates LP33,130$304.8K0.00%00.0%Unchanged
Renaissance Technologies LLC39,900$367.0K0.00%+39,900New
Two Sigma Investments, LP52,328$481.4K0.00%+52,328New
Northern Trust Corp56,049$515.7K0.00%−242−0.4%Reduced
Bank of America Corp64,047$589.2K0.00%−27,029−29.7%Reduced
HGI Capital Management, LLC74,476$685.2K0.78%+74,476New
First Trust Advisors LP79,620$732.5K0.00%−1,288−1.6%Reduced
Barclays PLC84,284$775.4K0.00%+26,294+45.3%Added
Citadel Advisors LLC85,057$782.5K0.00%+31,434+58.6%Added
FMR LLC87,148$801.8K0.00%−736,701−89.4%Reduced
Dimensional Fund Advisors LP105,388$969.6K0.00%+48,645+85.7%Added
State Street Corp107,711$990.9K0.00%00.0%Unchanged
Wells Fargo & Company162,818$1.50M0.00%+63,064+63.2%Added
Balyasny Asset Management LLC194,416$1.79M0.01%+194,416New
EverSource Wealth Advisors, LLC196,730$1.81M0.19%−29,812−13.2%Reduced
Bank of New York Mellon Corp218,284$2.01M0.00%+1,735+0.8%Added
Schonfeld Strategic Advisors LLC255,744$2.35M0.02%+46,694+22.3%Added
Geode Capital Management, LLC302,291$2.78M0.00%−1,699−0.6%Reduced
Voss Capital, LLC397,790$3.66M0.46%+25,070+6.7%Added
BlackRock Inc.554,422$5.10M0.00%+33,657+6.5%Added
Lord, Abbett & Co. LLC756,349$6.96M0.03%+149,400+24.6%Added
Millennium Management LLC970,179$8.93M0.01%−32,679−3.3%Reduced
1832 Asset Management L.P.1,326,808$12.2M0.03%−10,000−0.7%Reduced
Conversant Capital LLC1,412,213$13.0M3.95%+1490.0%Added
Franklin Resources Inc1,556,685$14.3M0.01%+6770.0%Added
Morgan Stanley1,916,050$17.6M0.00%−196,990−9.3%Reduced
Burgundy Asset Management Ltd.2,353,336$21.7M0.27%+36,193+1.6%Added
Vanguard Group Inc2,619,156$24.1M0.00%+30,787+1.2%Added
Jennison Associates LLC3,083,410$28.4M0.02%+115,347+3.9%Added
LMR Partners LLP0$00.00%−22,533−100.0%Sold out
Squarepoint Ops LLC0$00.00%−12,191−100.0%Sold out
State of Wyoming0$00.00%−2,498−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−1,388−100.0%Sold out
JPMorgan Chase & Co0$00.00%−1,304−100.0%Sold out
Simplex Trading, LLC0$00.00%−367−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−103−100.0%Sold out
25 LLC0$00.00%−55−100.0%Sold out
PFS Investments Inc.––––Not filed