Bridges Investment Management Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 1, 2024), Bridges Investment Management Inc. reported 402 stock positions worth $7.2 billion. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by Apple (AAPL, 5.8%) and Amazon.com (AMZN, 4.2%). Compared with Q2 2024, it opened 21 new positions, sold out of 10, added to 136 and reduced 134. The biggest buy was US Bancorp (USB, shares +1554%) and the biggest sale Alphabet Class A (GOOGL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001007295
- Portfolio Value
- $7.2B (Q3 2024)
- SEC Filing
- 0001007295-24-000006 ↗ filed Nov 1, 2024
Holdings Value
Holdings 402 stocks · $7.2B
| MSFT Microsoft Corp. | 5.81% | 966,121 | $415.7M | Reduce -0.1% |
| AAPL Apple Inc. | 5.75% | 1,765,460 | $411.4M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 4.22% | 1,619,754 | $301.8M | Add +0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.90% | 404 | $279.2M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 3.86% | 1,667,025 | $276.5M | Reduce -2.5% |
| IJH iShares Core S&P Midcap ETF | 3.66% | 4,196,615 | $261.5M | Add +4.3% |
| MA Mastercard Inc. Class A | 2.85% | 412,163 | $203.5M | Reduce -0.4% |
| NVDA Nvidia Corp. | 2.79% | 1,643,246 | $199.6M | Reduce -6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.63% | 408,832 | $188.2M | Add +1.7% |
| UNH Unitedhealth Group Inc. | 2.50% | 306,414 | $179.2M | Reduce -0.4% |
| UNP Union Pacific Corp. | 2.40% | 697,655 | $172.0M | Reduce -1.0% |
| IJR iShares Core S&P Small-Cap E | 2.25% | 1,378,642 | $161.2M | Add +6.3% |
| VEA Vanguard Ftse Developed ETF | 2.25% | 3,045,885 | $160.9M | Add +3.1% |
| VWO Vanguard Ftse Emerging Marke | 1.95% | 2,912,910 | $139.4M | Reduce -1.2% |
| ODFL Old Dominion Freight Line | 1.93% | 694,620 | $138.0M | Add +12.9% |
| PANW Palo Alto Networks Inc. | 1.73% | 361,368 | $123.5M | Add +5.5% |
| V Visa Inc. Class A | 1.70% | 442,513 | $121.7M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 1.63% | 552,321 | $116.5M | Reduce -1.1% |
| PGR Progressive Corp. | 1.51% | 424,364 | $107.7M | Reduce -1.6% |
| SPGI S&P Global Inc. | 1.49% | 206,070 | $106.5M | Reduce -0.6% |
| LOW Lowe's Cos Inc. | 1.42% | 375,442 | $101.7M | Add +0.1% |
| META Meta Platforms Inc. Class A | 1.40% | 174,823 | $100.1M | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 1.23% | 151,924 | $87.6M | Add +19.2% |
| BLK BlackRock Finance Inc. | 1.21% | 91,289 | $86.7M | Reduce -1.0% |
| IWF iShares Russell 1000 Growth | 1.21% | 230,413 | $86.5M | Reduce -6.9% |
| ISRG Intuitive Surgical Inc. | 1.20% | 175,266 | $86.1M | Add +10.5% |
| TMO Thermo Fisher Scientific Inc. | 1.16% | 133,781 | $82.8M | Reduce -0.9% |
| AVGO Broadcom Inc. | 1.05% | 433,424 | $74.8M | Reduce -0.4% |
| ADBE Adobe Inc. | 1.03% | 142,803 | $73.9M | Reduce -1.3% |
| LAD Lithia Motors Inc. | 1.02% | 230,761 | $73.3M | Add +43.5% |
| IWD iShares Russell 1000 Value E | 0.98% | 368,083 | $69.9M | Add +2.4% |
| USB US Bancorp | 0.96% | 1,503,638 | $68.8M | Add +1554.3% |
| GOOG Alphabet Inc. Class C | 0.95% | 406,746 | $68.0M | Reduce -7.2% |
| CASY Casey's General Stores Inc. | 0.92% | 175,978 | $66.1M | Reduce -0.7% |
| NOW ServiceNow Inc. | 0.90% | 71,888 | $64.3M | Reduce -6.8% |
| ICE Intercontinental Exchange Inc. | 0.89% | 394,388 | $63.4M | Reduce -0.7% |
| CTAS Cintas Corp. | 0.79% | 273,855 | $56.4M | Add +0.6% |
| ZTS Zoetis Inc. | 0.76% | 276,861 | $54.1M | Add +1.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.74% | 843,799 | $53.2M | Reduce -1.2% |
| HD Home Depot Inc. | 0.65% | 115,090 | $46.6M | Reduce -2.4% |
| ALC Alcon Inc. filed as ALCON AG | 0.64% | 458,268 | $45.9M | Reduce -0.3% |
| CPRT Copart Inc. | 0.64% | 869,850 | $45.6M | Add +0.4% |
| WFC Wells Fargo & Co. | 0.63% | 800,146 | $45.2M | Reduce -1.8% |
| CHE Chemed Corp. | 0.61% | 72,229 | $43.4M | Add +3.1% |
| EOG EOG Resources Inc. | 0.60% | 350,872 | $43.1M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 0.60% | 48,181 | $42.7M | Add +0.1% |
| KLAC KLA Corp. | 0.56% | 51,698 | $40.0M | Add +1.0% |
| BWXT BWX Technologies Inc. | 0.55% | 362,950 | $39.5M | Add +1.1% |
| PEP Pepsico Inc. | 0.52% | 216,720 | $36.9M | Reduce -0.9% |
| ABBV Abbvie Inc. | 0.50% | 180,286 | $35.6M | Reduce -0.4% |
| AMT American Tower Corp. | 0.48% | 148,071 | $34.4M | Reduce -0.8% |
| ATR Aptargroup Inc. | 0.48% | 213,469 | $34.2M | Reduce -0.5% |
| SHW The Sherwin-Williams Co. | 0.46% | 85,824 | $32.8M | Reduce -0.7% |
| ULTA Ulta Beauty Inc. | 0.43% | 79,667 | $31.0M | Add +1.4% |
| MCD McDonald's Corp. | 0.43% | 100,286 | $30.5M | Reduce -1.9% |
| AMGN Amgen Inc. | 0.42% | 93,542 | $30.1M | Reduce -1.0% |
| ABT Abbott Laboratories | 0.40% | 250,886 | $28.6M | Reduce -0.7% |
| ADP Automatic Data Processing | 0.39% | 100,511 | $27.8M | Add +1.0% |
| POOL Pool Corp. | 0.37% | 69,647 | $26.2M | Add +2.2% |
| LIN Linde PLC | 0.36% | 53,510 | $25.5M | Add +0.8% |
| FINN First Natl of Nebraska Inc. | 0.34% | 2,053 | $24.6M | Reduce -9.1% |
| SYK Stryker Corp. | 0.34% | 67,345 | $24.3M | Add +1.1% |
| IEMG iShares Core MSCI Emerging | 0.33% | 411,122 | $23.6M | Reduce -0.3% |
| AZO AutoZone Inc. | 0.32% | 7,274 | $22.9M | Add +4503.8% |
| LMT Lockheed Martin Corp. | 0.32% | 38,938 | $22.8M | Reduce -0.3% |
| ACN Accenture PLC Class A | 0.31% | 63,722 | $22.5M | Add +0.1% |
| CVX Chevron Corp. | 0.31% | 150,833 | $22.2M | Reduce -0.7% |
| URI United Rentals Inc. | 0.31% | 27,145 | $22.0M | Add +8.2% |
| TGT Target Corp. | 0.28% | 129,518 | $20.2M | Reduce -0.8% |
| INTU Intuit Inc. | 0.28% | 31,827 | $19.8M | Reduce -0.5% |
| CDNS Cadence Design SYS Inc. | 0.28% | 72,572 | $19.7M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 151,924 | $17.9M | Add +0.7% |
| PLD Prologis Inc. | 0.24% | 135,772 | $17.1M | Add +2.6% |
| BAH Booz Allen Hamilton Holdings | 0.22% | 98,731 | $16.1M | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 0.22% | 29,289 | $15.5M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.19% | 84,971 | $13.8M | Reduce -2.3% |
| APH Amphenol Corp. Class A | 0.19% | 207,446 | $13.5M | Add +38.6% |
| GNRC Generac Holdings Inc. | 0.19% | 84,666 | $13.5M | Reduce -46.1% |
| ROL Rollins Inc. | 0.19% | 264,665 | $13.4M | Add +1.4% |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 149,329 | $13.2M | Reduce -0.0% |
| HSY The Hershey Co. | 0.18% | 68,447 | $13.1M | Add +0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 46,468 | $12.3M | Add +0.2% |
| GHLD Guild Holdings Co. Class A | 0.16% | 704,741 | $11.7M | Reduce -0.7% |
| PH Parker Hannifin Corp. | 0.16% | 18,220 | $11.5M | Add +3.8% |
| TPL Texas Pacific Land Corp. | 0.16% | 12,737 | $11.3M | Reduce -3.0% |
| FND Floor & Decor Holdings Inc. Class A | 0.15% | 88,027 | $10.9M | Add +2010.5% |
| ING ING Groep N.V.-Sponsored ADR | 0.15% | 582,485 | $10.6M | No change |
| GGG Graco Inc. | 0.15% | 120,120 | $10.5M | Add +2.1% |
| LLY Eli Lilly & Co. | 0.15% | 11,845 | $10.5M | Add +4.3% |
| ETN Eaton Corp. PLC | 0.14% | 30,170 | $10.0M | Reduce -1.7% |
| MRSH Marsh & McLennan Cos | 0.14% | 44,339 | $9.9M | New |
| QDF NT Qual Div ETF | 0.13% | 130,645 | $9.4M | Reduce -8.9% |
| XOM Exxon Mobil Corp. | 0.13% | 77,309 | $9.1M | Reduce -1.9% |
| PM Philip Morris International | 0.12% | 70,202 | $8.5M | Reduce -5.8% |
| PEM HOLDING COMAPNY, LLC | 0.12% | 1 | $8.3M | New |
| TXN Texas Instruments Inc. | 0.11% | 38,020 | $7.9M | Reduce -5.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 32,903 | $7.8M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.10% | 42,375 | $7.3M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.10% | 60,314 | $6.8M | Reduce -8.8% |
| WMT Walmart Inc. | 0.09% | 83,227 | $6.7M | Add +0.7% |
Portfolio Sells Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | Reduce -2.5% | 3.86% | −0.87 |
| MSFT Microsoft Corp. | Reduce -0.1% | 5.81% | −0.76 |
| NVDA Nvidia Corp. | Reduce -6.5% | 2.79% | −0.51 |
| GOOG Alphabet Inc. Class C | Reduce -7.2% | 0.95% | −0.27 |
| ADBE Adobe Inc. | Reduce -1.3% | 1.03% | −0.19 |
| IWF iShares Russell 1000 Growth | Reduce -6.9% | 1.21% | −0.16 |
| GNRC Generac Holdings Inc. | Reduce -46.1% | 0.19% | −0.13 |
| CASY Casey's General Stores Inc. | Reduce -0.7% | 0.92% | −0.10 |
| WFC Wells Fargo & Co. | Reduce -1.8% | 0.63% | −0.10 |
| NKE Nike Inc. Class B | Reduce -65.3% | 0.06% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 1.63% | −0.09 |
| EW Edwards Lifesciences Corp. | Reduce -77.9% | 0.02% | −0.09 |
| V Visa Inc. Class A | Reduce -0.5% | 1.70% | −0.07 |
| EOG EOG Resources Inc. | Reduce -0.1% | 0.60% | −0.07 |
| FINN First Natl of Nebraska Inc. | Reduce -9.1% | 0.34% | −0.06 |
| CVX Chevron Corp. | Reduce -0.7% | 0.31% | −0.05 |
| INTU Intuit Inc. | Reduce -0.5% | 0.28% | −0.04 |
| PEP Pepsico Inc. | Reduce -0.9% | 0.52% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -29.9% | 0.06% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -8.8% | 0.10% | −0.03 |
| AMGN Amgen Inc. | Reduce -1.0% | 0.42% | −0.03 |
| NOW ServiceNow Inc. | Reduce -6.8% | 0.90% | −0.02 |
| UNP Union Pacific Corp. | Reduce -1.0% | 2.40% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -19.2% | 0.06% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.2% | 0.74% | −0.02 |
| AVGO Broadcom Inc. | Reduce -0.4% | 1.05% | −0.02 |
| QDF NT Qual Div ETF | Reduce -8.9% | 0.13% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.2% | 1.95% | −0.01 |
| AAPL Apple Inc. | Reduce -1.8% | 5.75% | −0.01 |
| TGT Target Corp. | Reduce -0.8% | 0.28% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.13% | −0.01 |
| PNC PNC Financial Services Group | Reduce -70.8% | 0.01% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -1.2% | 0.04% | −0.01 |
| WMB Williams Cos Inc. | Reduce -55.2% | 0.01% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -5.4% | 0.11% | −0.01 |
| HON Honeywell International Inc. | Reduce -0.5% | 0.07% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.7% | 0.22% | −0.01 |
| ROP Roper Technologies Inc. | Reduce -5.6% | 0.04% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -35.5% | 0.01% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -1.7% | 0.14% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -0.3% | 0.33% | −0.01 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.01 |
| ZFSVF Zurich Insurance Group AG | Reduce -16.7% | 0.03% | −0.01 |
| BAC Bank of America Corp. | Reduce -10.1% | 0.02% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Reduce -3.3% | 0.07% | −0.00 |
| VMI Valmont Industries | Reduce -28.0% | 0.01% | −0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -47.5% | 0.00% | −0.00 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| USB US Bancorp | Add +1554.3% | 0.96% | +0.91 |
| LAD Lithia Motors Inc. | Add +43.5% | 1.02% | +0.41 |
| AZO AutoZone Inc. | Add +4503.8% | 0.32% | +0.31 |
| ODFL Old Dominion Freight Line | Add +12.9% | 1.93% | +0.28 |
| CDNS Cadence Design SYS Inc. | New | 0.28% | +0.28 |
| IVV iShares Core S&P 500 ETF | Add +19.2% | 1.23% | +0.16 |
| LOW Lowe's Cos Inc. | Add +0.1% | 1.42% | +0.16 |
| IJR iShares Core S&P Small-Cap E | Add +6.3% | 2.25% | +0.15 |
| FND Floor & Decor Holdings Inc. Class A | Add +2010.5% | 0.15% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.7% | 2.63% | +0.14 |
| MRSH Marsh & McLennan Cos | New | 0.14% | +0.14 |
| ISRG Intuitive Surgical Inc. | Add +10.5% | 1.20% | +0.13 |
| PEM HOLDING COMAPNY, LLC | New | 0.12% | +0.12 |
| IJH iShares Core S&P Midcap ETF | Add +4.3% | 3.66% | +0.07 |
| META Meta Platforms Inc. Class A | Add +0.4% | 1.40% | +0.06 |
| CTAS Cintas Corp. | Add +0.6% | 0.79% | +0.06 |
| URI United Rentals Inc. | Add +8.2% | 0.31% | +0.06 |
| POOL Pool Corp. | Add +2.2% | 0.37% | +0.05 |
| APH Amphenol Corp. Class A | Add +38.6% | 0.19% | +0.04 |
| ZTS Zoetis Inc. | Add +1.0% | 0.76% | +0.03 |
| BWXT BWX Technologies Inc. | Add +1.1% | 0.55% | +0.03 |
| CHE Chemed Corp. | Add +3.1% | 0.61% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +3.1% | 2.25% | +0.03 |
| ADP Automatic Data Processing | Add +1.0% | 0.39% | +0.03 |
| PH Parker Hannifin Corp. | Add +3.8% | 0.16% | +0.03 |
| IWD iShares Russell 1000 Value E | Add +2.4% | 0.98% | +0.02 |
| ACN Accenture PLC Class A | Add +0.1% | 0.31% | +0.02 |
| PLD Prologis Inc. | Add +2.6% | 0.24% | +0.01 |
| TSLA Tesla Inc. | Add +1.6% | 0.05% | +0.01 |
| WMT Walmart Inc. | Add +0.7% | 0.09% | +0.01 |
| IBM Intl Business Machines Corp. | Add +2.6% | 0.04% | +0.01 |
| BAM Brookfield Asset Mgmt-A | New | 0.01% | +0.01 |
| GGG Graco Inc. | Add +2.1% | 0.15% | +0.01 |
| FISV Fiserv Inc. | Add +0.1% | 0.05% | +0.00 |
| RNR Renaissancere Holdings Ltd. | Add +12.3% | 0.02% | +0.00 |
| GTY Getty Realty Corp. | New | 0.00% | +0.00 |
| VEEV Veeva Systems Inc. Class A | New | 0.00% | +0.00 |
| MMM 3M Co. | New | 0.00% | +0.00 |
| SMG Scotts Miracle-Gro Co. | New | 0.00% | +0.00 |
| CPAY Corpay Inc. | New | 0.00% | +0.00 |
| SYBT Stock Yards Bancorp Inc. | New | 0.00% | +0.00 |
| VST Vistra Corp. | New | 0.00% | +0.00 |
| WMG Warner Music Group Corp. Class A | Add +30.0% | 0.02% | +0.00 |
| CAT Caterpillar Inc. | Add +3.1% | 0.03% | +0.00 |
| MSCI MSCI Inc. | New | 0.00% | +0.00 |
| IT Gartner Inc. | New | 0.00% | +0.00 |
| ORLY O'reilly Automotive Inc. | New | 0.00% | +0.00 |
| D Dominion Energy Inc. | New | 0.00% | +0.00 |
| DD Dupont DE Nemours Inc. | New | 0.00% | +0.00 |
| FICO Fair Isaac Corp. | Add +12.7% | 0.01% | +0.00 |
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 |