Bridges Investment Management Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), Bridges Investment Management Inc. reported 206 stock positions worth $3.2 billion. Its top holding was Berkshire Hathaway Class A (BRK.A) at 6.2% of the portfolio, followed by Microsoft (MSFT, 5.4%) and Apple (AAPL, 4.8%). Compared with Q4 2023, it opened 5 new positions, sold out of 3, added to 43 and reduced 103. The biggest buy was iShares Core S&P Midcap ETF (IJH, shares +2%) and the biggest sale Apple (AAPL, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001007295
- Portfolio Value
- $3.2B (Q1 2024)
- SEC Filing
- 0001007295-24-000003 ↗ filed Apr 25, 2024
Holdings Value
Holdings 206 stocks · $3.2B
| BRK.A Berkshire Hathaway Inc. Class A | 6.16% | 311 | $197.3M | Reduce -5.5% |
| MSFT Microsoft Corp. | 5.39% | 410,247 | $172.6M | Reduce -1.8% |
| AAPL Apple Inc. | 4.83% | 901,530 | $154.6M | Reduce -5.9% |
| IJH iShares Core S&P Midcap ETF | 4.76% | 2,508,913 | $152.4M | Add +2.0% |
| AMZN Amazon.com Inc. | 3.87% | 687,202 | $124.0M | Reduce -1.5% |
| BRGIX Bridges Investment Fund-I | 3.57% | 1,102,448 | $114.2M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 3.46% | 733,647 | $110.7M | Reduce -3.9% |
| VEA Vanguard Ftse Developed ETF | 3.35% | 2,138,469 | $107.3M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 3.16% | 210,415 | $101.3M | Reduce -4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.11% | 236,741 | $99.6M | Reduce -0.7% |
| NVDA Nvidia Corp. | 3.03% | 107,480 | $97.1M | Reduce -4.2% |
| IJR iShares Core S&P Small-Cap E | 2.82% | 818,115 | $90.4M | Reduce -5.3% |
| VWO Vanguard Ftse Emerging Marke | 2.72% | 2,083,399 | $87.0M | Reduce -0.6% |
| UNP Union Pacific Corp. | 1.89% | 246,105 | $60.5M | Reduce -5.2% |
| IWF iShares Russell 1000 Growth | 1.81% | 171,949 | $58.0M | Reduce -1.2% |
| V Visa Inc. Class A | 1.80% | 206,854 | $57.7M | Reduce -3.8% |
| ODFL Old Dominion Freight Line | 1.79% | 260,684 | $57.2M | Reduce -3.6% |
| UNH Unitedhealth Group Inc. | 1.65% | 106,830 | $52.8M | Reduce -1.6% |
| PANW Palo Alto Networks Inc. | 1.59% | 179,034 | $50.9M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 1.51% | 240,837 | $48.2M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 1.36% | 89,561 | $43.5M | Reduce -2.4% |
| IWD iShares Russell 1000 Value E | 1.34% | 239,722 | $42.9M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 1.34% | 280,913 | $42.8M | Reduce -6.6% |
| PGR Progressive Corp. | 1.28% | 198,846 | $41.1M | Reduce -4.6% |
| VEU Vanguard Ftse All-World Ex-U | 1.19% | 650,627 | $38.2M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 1.17% | 71,144 | $37.4M | Reduce -1.4% |
| LOW Lowe's Cos Inc. | 1.13% | 141,718 | $36.1M | Add +7.6% |
| NOW ServiceNow Inc. | 1.10% | 46,288 | $35.3M | Add +4.9% |
| BLK BlackRock Finance Inc. | 1.09% | 41,725 | $34.8M | Reduce -5.4% |
| SPGI S&P Global Inc. | 1.07% | 80,419 | $34.2M | Add +1.6% |
| ADBE Adobe Inc. | 1.05% | 66,505 | $33.6M | Reduce -1.6% |
| TMO Thermo Fisher Scientific Inc. | 0.91% | 49,891 | $29.0M | Reduce -5.6% |
| HD Home Depot Inc. | 0.89% | 74,094 | $28.4M | Reduce -34.4% |
| CASY Casey's General Stores Inc. | 0.84% | 84,377 | $26.9M | Reduce -2.0% |
| ISRG Intuitive Surgical Inc. | 0.83% | 66,675 | $26.6M | Add +4.4% |
| ICE Intercontinental Exchange Inc. | 0.78% | 180,894 | $24.9M | Add +13.0% |
| ALC Alcon Inc. filed as ALCON AG | 0.73% | 280,885 | $23.4M | Reduce -4.7% |
| LAD Lithia Motors Inc. | 0.69% | 73,498 | $22.1M | Add +40.4% |
| CHE Chemed Corp. | 0.67% | 33,267 | $21.4M | Reduce -3.6% |
| BWXT BWX Technologies Inc. | 0.65% | 203,760 | $20.9M | Reduce -5.6% |
| EOG EOG Resources Inc. | 0.64% | 159,529 | $20.4M | Reduce -0.8% |
| CPRT Copart Inc. | 0.59% | 327,351 | $19.0M | Reduce -2.0% |
| IEMG iShares Core MSCI Emerging | 0.59% | 367,010 | $18.9M | No change |
| ULTA Ulta Beauty Inc. | 0.56% | 34,329 | $17.9M | Reduce -2.7% |
| ZTS Zoetis Inc. | 0.55% | 103,276 | $17.5M | Add +64.3% |
| ATR Aptargroup Inc. | 0.54% | 120,577 | $17.3M | Reduce -2.0% |
| PEP Pepsico Inc. | 0.52% | 94,695 | $16.6M | Reduce -6.5% |
| CTAS Cintas Corp. | 0.50% | 23,468 | $16.1M | Add +12.8% |
| EW Edwards Lifesciences Corp. | 0.48% | 161,412 | $15.4M | Reduce -5.7% |
| ABBV Abbvie Inc. | 0.46% | 80,492 | $14.7M | Reduce -2.4% |
| MCD McDonald's Corp. | 0.43% | 49,354 | $13.9M | Reduce -4.0% |
| CVX Chevron Corp. | 0.42% | 85,987 | $13.6M | Reduce -3.5% |
| AMT American Tower Corp. | 0.42% | 68,275 | $13.5M | Reduce -0.6% |
| AVGO Broadcom Inc. | 0.41% | 9,914 | $13.1M | Add +12.1% |
| SHW The Sherwin-Williams Co. | 0.41% | 37,830 | $13.1M | Reduce -2.6% |
| GNRC Generac Holdings Inc. | 0.35% | 89,476 | $11.3M | Add +4.5% |
| ABT Abbott Laboratories | 0.33% | 92,526 | $10.5M | Add +1.0% |
| POOL Pool Corp. | 0.32% | 25,223 | $10.2M | Add +9.9% |
| COST Costco Wholesale Corp. | 0.29% | 12,871 | $9.4M | Add +2.5% |
| QDF NT Qual Div ETF | 0.28% | 136,017 | $9.0M | Reduce -0.1% |
| AMGN Amgen Inc. | 0.27% | 30,699 | $8.7M | Add +8.8% |
| ING ING Groep N.V.-Sponsored ADR | 0.27% | 522,095 | $8.6M | No change |
| TGT Target Corp. | 0.25% | 45,705 | $8.1M | Add +0.6% |
| JNJ Johnson & Johnson | 0.25% | 49,943 | $7.9M | Reduce -10.3% |
| LLY Eli Lilly & Co. | 0.24% | 9,925 | $7.7M | Reduce -0.4% |
| ACN Accenture PLC Class A | 0.22% | 20,441 | $7.1M | Reduce -3.6% |
| XOM Exxon Mobil Corp. | 0.22% | 60,656 | $7.1M | Add +0.5% |
| FINN First Natl of Nebraska Inc. | 0.21% | 543 | $6.8M | No change |
| LMT Lockheed Martin Corp. | 0.19% | 13,460 | $6.1M | Add +23.8% |
| TXN Texas Instruments Inc. | 0.19% | 34,095 | $5.9M | Add +9.6% |
| MRK Merck & Co. Inc. | 0.18% | 44,355 | $5.9M | Reduce -5.2% |
| SYK Stryker Corp. | 0.17% | 15,301 | $5.5M | Add +28.6% |
| ADP Automatic Data Processing | 0.17% | 21,212 | $5.3M | Add +25.2% |
| HON Honeywell International Inc. | 0.15% | 23,647 | $4.9M | Reduce -5.8% |
| KLAC KLA Corp. | 0.15% | 6,764 | $4.7M | Add +13.1% |
| LIN Linde PLC | 0.15% | 10,042 | $4.7M | Add +6.3% |
| CMCSA Comcast Corp. Class A | 0.14% | 106,766 | $4.6M | Add +2.4% |
| PM Philip Morris International | 0.14% | 47,204 | $4.3M | Reduce -4.4% |
| EEM iShares MSCI Emerging Market | 0.12% | 96,763 | $4.0M | Reduce -5.8% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 46,361 | $3.9M | Add +2.1% |
| PYPL PayPal Holdings Inc. | 0.12% | 55,690 | $3.7M | Reduce -79.1% |
| ETN Eaton Corp. PLC | 0.11% | 11,650 | $3.6M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.11% | 21,507 | $3.5M | Reduce -14.6% |
| WMT Walmart Inc. | 0.11% | 57,351 | $3.5M | Reduce -12.2% |
| NKE Nike Inc. Class B | 0.11% | 35,922 | $3.4M | Add +3.5% |
| INTU Intuit Inc. | 0.10% | 5,024 | $3.3M | Add +13.3% |
| USB US Bancorp | 0.10% | 72,304 | $3.2M | Reduce -6.3% |
| FEI First Trust MLP and Energy I | 0.10% | 330,978 | $3.2M | Reduce -2.1% |
| DE Deere & Co. | 0.10% | 7,667 | $3.1M | Reduce -1.7% |
| BAH Booz Allen Hamilton Holdings | 0.10% | 20,643 | $3.1M | Add +19.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 11,829 | $3.0M | No change |
| IWS iShares Russell Mid-Cap Valu | 0.09% | 23,356 | $2.9M | Reduce -13.3% |
| HSY The Hershey Co. | 0.09% | 15,001 | $2.9M | Add +59.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 12,577 | $2.9M | No change |
| BA The Boeing Co. | 0.09% | 14,837 | $2.9M | Reduce -16.7% |
| PLD Prologis Inc. | 0.09% | 21,735 | $2.8M | Add +21.1% |
| ROP Roper Technologies Inc. | 0.09% | 4,889 | $2.7M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 26,462 | $2.7M | Add +27.5% |
| IWN iShares Russell 2000 Value E | 0.08% | 16,697 | $2.7M | Reduce -10.4% |
| ORCL Oracle Corp. | 0.08% | 19,479 | $2.4M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -5.9% | 4.83% | −1.29 |
| PYPL PayPal Holdings Inc. | Reduce -79.1% | 0.12% | −0.43 |
| HD Home Depot Inc. | Reduce -34.4% | 0.89% | −0.41 |
| CABO Cable One Inc. | Reduce -76.9% | 0.06% | −0.32 |
| ADBE Adobe Inc. | Reduce -1.6% | 1.05% | −0.29 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.3% | 2.82% | −0.28 |
| UNH Unitedhealth Group Inc. | Reduce -1.6% | 1.65% | −0.24 |
| UNP Union Pacific Corp. | Reduce -5.2% | 1.89% | −0.22 |
| PANW Palo Alto Networks Inc. | Reduce -0.0% | 1.59% | −0.16 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.6% | 2.72% | −0.14 |
| BLK BlackRock Finance Inc. | Reduce -5.4% | 1.09% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -3.9% | 3.46% | −0.08 |
| MCD McDonald's Corp. | Reduce -4.0% | 0.43% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -6.6% | 1.34% | −0.07 |
| AMT American Tower Corp. | Reduce -0.6% | 0.42% | −0.07 |
| BA The Boeing Co. | Reduce -16.7% | 0.09% | −0.06 |
| PEP Pepsico Inc. | Reduce -6.5% | 0.52% | −0.05 |
| V Visa Inc. Class A | Reduce -3.8% | 1.80% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.1% | 3.35% | −0.05 |
| TPL Texas Pacific Land Corp. | Reduce -42.1% | 0.07% | −0.04 |
| JNJ Johnson & Johnson | Reduce -10.3% | 0.25% | −0.04 |
| ALC Alcon Inc. | Reduce -4.7% | 0.73% | −0.03 |
| ODFL Old Dominion Freight Line | Reduce -3.6% | 1.79% | −0.03 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.6% | 1.19% | −0.03 |
| ACN Accenture PLC Class A | Reduce -3.6% | 0.22% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.6% | 0.91% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -55.4% | 0.02% | −0.02 |
| HON Honeywell International Inc. | Reduce -5.8% | 0.15% | −0.02 |
| FISV Fiserv Inc. | Reduce -44.0% | 0.03% | −0.02 |
| PM Philip Morris International | Reduce -4.4% | 0.14% | −0.02 |
| CVX Chevron Corp. | Reduce -3.5% | 0.42% | −0.02 |
| TRU Transunion | Reduce -27.0% | 0.06% | −0.02 |
| CAT Caterpillar Inc. | Reduce -44.1% | 0.03% | −0.02 |
| MLI Mueller Industries Inc. | Sold out | 0.00% | −0.01 |
| CRM Salesforce Inc. | Reduce -57.3% | 0.01% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -14.6% | 0.11% | −0.01 |
| IWN iShares Russell 2000 Value E | Reduce -10.4% | 0.08% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -5.8% | 0.12% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -13.3% | 0.09% | −0.01 |
| ULTA Ulta Beauty Inc. | Reduce -2.7% | 0.56% | −0.01 |
| USB US Bancorp | Reduce -6.3% | 0.10% | −0.01 |
| ECL Ecolab Inc. | Reduce -44.5% | 0.01% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -20.8% | 0.04% | −0.01 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.01 |
| EOG EOG Resources Inc. | Reduce -0.8% | 0.64% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -5.5% | 0.06% | −0.01 |
| LEG Leggett & Platt Inc. | Reduce -3.2% | 0.01% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -20.2% | 0.05% | −0.01 |
| CAG Conagra Brands Inc. | Reduce -27.9% | 0.01% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| IJH iShares Core S&P Midcap ETF | Add +2.0% | 4.76% | +0.24 |
| LOW Lowe's Cos Inc. | Add +7.6% | 1.13% | +0.16 |
| ZTS Zoetis Inc. | Add +64.3% | 0.55% | +0.13 |
| LAD Lithia Motors Inc. | Add +40.4% | 0.69% | +0.12 |
| ISRG Intuitive Surgical Inc. | Add +4.4% | 0.83% | +0.12 |
| ICE Intercontinental Exchange Inc. | Add +13.0% | 0.78% | +0.09 |
| CTAS Cintas Corp. | Add +12.8% | 0.50% | +0.09 |
| AVGO Broadcom Inc. | Add +12.1% | 0.41% | +0.08 |
| NOW ServiceNow Inc. | Add +4.9% | 1.10% | +0.07 |
| IWD iShares Russell 1000 Value E | Add +2.0% | 1.34% | +0.05 |
| SYK Stryker Corp. | Add +28.6% | 0.17% | +0.05 |
| TGT Target Corp. | Add +0.6% | 0.25% | +0.04 |
| ADP Automatic Data Processing | Add +25.2% | 0.17% | +0.03 |
| HSY The Hershey Co. | Add +59.8% | 0.09% | +0.03 |
| KLAC KLA Corp. | Add +13.1% | 0.15% | +0.03 |
| LMT Lockheed Martin Corp. | Add +23.8% | 0.19% | +0.03 |
| BAH Booz Allen Hamilton Holdings | Add +19.0% | 0.10% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.22% | +0.02 |
| COST Costco Wholesale Corp. | Add +2.5% | 0.29% | +0.02 |
| TJX TJX Companies Inc. | Add +27.5% | 0.08% | +0.02 |
| LIN Linde PLC | Add +6.3% | 0.15% | +0.02 |
| ROL Rollins Inc. | Add +29.9% | 0.07% | +0.02 |
| POOL Pool Corp. | Add +9.9% | 0.32% | +0.01 |
| APH Amphenol Corp. Class A | Add +31.5% | 0.04% | +0.01 |
| GGG Graco Inc. | Add +21.7% | 0.06% | +0.01 |
| ROK Rockwell Automation Inc. | New | 0.01% | +0.01 |
| INTU Intuit Inc. | Add +13.3% | 0.10% | +0.01 |
| TXN Texas Instruments Inc. | Add +9.6% | 0.19% | +0.01 |
| PLD Prologis Inc. | Add +21.1% | 0.09% | +0.01 |
| TT Trane Technologies PLC | New | 0.01% | +0.01 |
| AMD Advanced Micro Devices | New | 0.01% | +0.01 |
| DFAC Dimensional US Core Equity 2 | New | 0.01% | +0.01 |
| EL Estee Lauder Companies Class A | Add +21.8% | 0.04% | +0.01 |
| DOW Dow Inc. | New | 0.01% | +0.01 |
| OTIS Otis Worldwide Corp. | Add +13.7% | 0.03% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +2.1% | 0.12% | +0.00 |
| BIZD Vaneck BDC Income ETF | Add +15.6% | 0.04% | +0.00 |
| AMGN Amgen Inc. | Add +8.8% | 0.27% | +0.00 |
| REM iShares Mortgage Real Estate | Add +20.6% | 0.03% | +0.00 |
| CARR Carrier Global Corp. | Add +13.2% | 0.04% | +0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +9.9% | 0.02% | +0.00 |
| VMI Valmont Industries | Add +19.0% | 0.02% | +0.00 |
| APD Air Products & Chemicals Inc. | Add +37.5% | 0.01% | +0.00 |
| ABT Abbott Laboratories | Add +1.0% | 0.33% | −0.01 |
| CMCSA Comcast Corp. Class A | Add +2.4% | 0.14% | −0.01 |
| GNRC Generac Holdings Inc. | Add +4.5% | 0.35% | −0.01 |
| NKE Nike Inc. Class B | Add +3.5% | 0.11% | −0.02 |
| SPGI S&P Global Inc. | Add +1.6% | 1.07% | −0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 401 | $8.2B | GOOGL, IJH, AAPL, MSFT, AMZN |
| Q1 2026 | 396 | $7.4B | IJH, GOOGL, MSFT, AAPL, AMZN |
| Q4 2025 | 403 | $7.9B | MSFT, GOOGL, IJH, AAPL, AMZN |
| Q3 2025 | 414 | $7.8B | MSFT, GOOGL, AAPL, AMZN, IJH |
| Q2 2025 | 409 | $7.4B | MSFT, AMZN, AAPL, IJH, GOOGL |
| Q1 2025 | 392 | $6.9B | AAPL, MSFT, BRK.A, AMZN, IJH |
| Q4 2024 | 405 | $7.2B | AAPL, MSFT, AMZN, GOOGL, BRK.A |
| Q3 2024 | 402 | $7.2B | MSFT, AAPL, AMZN, BRK.A, GOOGL |
| Q2 2024 | 391 | $6.6B | MSFT, AAPL, AMZN, GOOGL, BRK.A |
| Q1 2024 | 206 | $3.2B | BRK.A, MSFT, AAPL, IJH, AMZN |