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, Q4 2023
Institutional positions in Bridge Investment Group Holdings Inc. as of Dec 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
- 77
- +20 vs. Q3 2023
- Shares held
- 18.5M
- −1.02M (−5.2%) vs. Q3 2023
- Total value
- $180.6M
- +$1.37M (+0.8%) vs. Q3 2023
- New holders
- 26
- 31 more added
- Sold out
- 6
- 12 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Bridge Investment Group Holdings Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 24 | $235 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 200 | $1.96K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 253 | $2.48K | 0.00% | +253 | New |
| Washington Trust Advisors, Inc. | 270 | $2.64K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 863 | $8.44K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,099 | $10.7K | 0.00% | +22+2.0% | Added |
| Royal Bank of Canada | 2,404 | $23.0K | 0.00% | −5,071−67.8% | Reduced |
| Quarry LP | 3,806 | $37.2K | 0.02% | +3,806 | New |
| GW Henssler & Associates Ltd | 11,019 | $107.8K | 0.01% | −200−1.8% | Reduced |
| Quantbot Technologies LP | 11,693 | $114.4K | 0.01% | +11,693 | New |
| Strategic Wealth Partners, Ltd. | 11,960 | $117.0K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 13,376 | $130.8K | 0.00% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 13,956 | $136.5K | 0.18% | +13,956 | New |
| Raymond James & Associates | 15,259 | $149.2K | 0.00% | +1,772+13.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,480 | $151.4K | 0.01% | +15,480 | New |
| Schonfeld Strategic Advisors LLC | 16,100 | $157.5K | 0.00% | −239,644−93.7% | Reduced |
| Summit Trail Advisors, LLC | 16,259 | $159.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 16,320 | $159.6K | 0.00% | +16,320 | New |
| UBS Group AG | 16,439 | $160.8K | 0.00% | +8,075+96.5% | Added |
| Virtu Financial LLC | 16,578 | $162.0K | 0.01% | +16,578 | New |
| Marshall Wace, LLP | 17,065 | $166.9K | 0.00% | +17,065 | New |
| Keybank National Association | 17,118 | $167.4K | 0.00% | +402+2.4% | Added |
| HBK Sorce Advisory LLC | 17,261 | $168.8K | 0.01% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 20,150 | $197.1K | 0.15% | −10,100−33.4% | Reduced |
| Comerica Bank | 20,368 | $199.2K | 0.00% | +4,900+31.7% | Added |
| Janus Henderson Group PLC | 20,982 | $205.2K | 0.00% | +2,813+15.5% | Added |
| Aquatic Capital Management LLC | 22,000 | $215.0K | 0.01% | +18,900+609.7% | Added |
| Burgundy Asset Management Ltd. | 24,141 | $236.1K | 0.00% | −2,329,195−99.0% | Reduced |
| D. E. Shaw & Co., Inc. | 24,400 | $238.6K | 0.00% | +24,400 | New |
| Aigen Investment Management, LP | 25,469 | $249.1K | 0.04% | +25,469 | New |
| Jane Street Group, LLC | 25,837 | $252.7K | 0.00% | +4,865+23.2% | Added |
| Simplex Trading, LLC | 28,935 | $282.0K | 0.01% | +28,935 | New |
| New York Life Investment Management LLC | 30,717 | $300.4K | 0.00% | −708−2.3% | Reduced |
| Nebula Research & Development LLC | 31,129 | $304.4K | 0.09% | +31,129 | New |
| Jump Financial, LLC | 31,800 | $311.0K | 0.01% | +18,700+142.7% | Added |
| Corton Capital Inc. | 31,900 | $312.0K | 0.10% | +16,677+109.6% | Added |
| ExodusPoint Capital Management, LP | 34,103 | $334.0K | 0.00% | +34,103 | New |
| Royce & Associates LP | 36,937 | $361.2K | 0.00% | +3,807+11.5% | Added |
| PDT Partners, LLC | 41,314 | $404.1K | 0.04% | +27,310+195.0% | Added |
| Tudor Investment Corp Et Al | 43,080 | $421.3K | 0.01% | +43,080 | New |
| Quadrature Capital Ltd | 47,004 | $459.7K | 0.01% | +47,004 | New |
| Raymond James Financial Services Advisors, Inc. | 48,967 | $478.9K | 0.00% | +48,967 | New |
| XTX Topco Ltd | 56,485 | $552.4K | 0.12% | +56,485 | New |
| Janney Montgomery Scott LLC | 59,871 | $586.0K | 0.00% | +59,871 | New |
| Bank of New York Mellon Corp | 67,737 | $662.5K | 0.00% | −150,547−69.0% | Reduced |
| Susquehanna International Group, LLP | 69,055 | $675.4K | 0.00% | +48,136+230.1% | Added |
| Northern Trust Corp | 69,735 | $682.0K | 0.00% | +13,686+24.4% | Added |
| Bank of America Corp | 72,923 | $713.2K | 0.00% | +8,876+13.9% | Added |
| EverSource Wealth Advisors, LLC | 81,715 | $799.2K | 0.07% | −115,015−58.5% | Reduced |
| First Trust Advisors LP | 83,701 | $818.6K | 0.00% | +4,081+5.1% | Added |
| FMR LLC | 89,704 | $877.3K | 0.00% | +2,556+2.9% | Added |
| Cubist Systematic Strategies, LLC | 96,658 | $945.3K | 0.01% | +96,658 | New |
| State Street Corp | 107,911 | $1.06M | 0.00% | +200+0.2% | Added |
| Goldman Sachs Group Inc | 109,985 | $1.08M | 0.00% | +109,985 | New |
| Trexquant Investment LP | 122,570 | $1.20M | 0.03% | +122,570 | New |
| Walleye Capital LLC | 137,974 | $1.35M | 0.02% | +137,974 | New |
| Two Sigma Advisers, LP | 150,000 | $1.47M | 0.00% | +134,100+843.4% | Added |
| Dimensional Fund Advisors LP | 150,964 | $1.48M | 0.00% | +45,576+43.2% | Added |
| JPMorgan Chase & Co | 157,778 | $1.54M | 0.00% | +157,778 | New |
| Barclays PLC | 159,942 | $1.56M | 0.00% | +75,658+89.8% | Added |
| Deutsche Bank AG | 171,310 | $1.68M | 0.00% | +171,310 | New |
| Renaissance Technologies LLC | 177,581 | $1.74M | 0.00% | +137,681+345.1% | Added |
| Wells Fargo & Company | 233,656 | $2.29M | 0.00% | +70,838+43.5% | Added |
| Thornburg Investment Management Inc | 278,541 | $2.72M | 0.04% | +278,541 | New |
| Geode Capital Management, LLC | 318,306 | $3.11M | 0.00% | +16,015+5.3% | Added |
| Voss Capital, LLC | 350,000 | $3.42M | 0.33% | −47,790−12.0% | Reduced |
| Two Sigma Investments, LP | 361,691 | $3.54M | 0.01% | +309,363+591.2% | Added |
| Citadel Advisors LLC | 369,497 | $3.61M | 0.00% | +284,440+334.4% | Added |
| BlackRock Inc. | 626,418 | $6.13M | 0.00% | +71,996+13.0% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 795,272 | $7.78M | 1.92% | +795,272 | New |
| Balyasny Asset Management LLC | 824,529 | $8.06M | 0.02% | +630,113+324.1% | Added |
| Lord, Abbett & Co. LLC | 854,112 | $8.35M | 0.03% | +97,763+12.9% | Added |
| Morgan Stanley | 1,030,219 | $10.1M | 0.00% | −885,831−46.2% | Reduced |
| Franklin Resources Inc | 1,550,974 | $15.2M | 0.01% | −5,711−0.4% | Reduced |
| Millennium Management LLC | 2,135,799 | $20.9M | 0.02% | +1,165,620+120.1% | Added |
| Vanguard Group Inc | 2,662,939 | $26.0M | 0.00% | +43,783+1.7% | Added |
| Jennison Associates LLC | 3,054,378 | $29.9M | 0.02% | −29,032−0.9% | Reduced |
| Conversant Capital LLC | 0 | $0 | 0.00% | −1,412,213−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,326,808−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −74,476−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,635−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,717−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |