Bridges Investment Management Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Bridges Investment Management Inc. reported 405 stock positions worth $7.2 billion. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Microsoft (MSFT, 5.6%) and Amazon.com (AMZN, 4.9%). Compared with Q3 2024, it opened 20 new positions, sold out of 17, added to 125 and reduced 174. The biggest buy was Cadence Design SYS (CDNS, shares +111%) and the biggest sale Unitedhealth (UNH, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001007295
- Portfolio Value
- $7.2B (Q4 2024)
- SEC Filing
- 0001007295-25-000001 ↗ filed Feb 5, 2025
Holdings Value
Holdings 405 stocks · $7.2B
| AAPL Apple Inc. | 5.93% | 1,693,183 | $424.0M | Reduce -4.1% |
| MSFT Microsoft Corp. | 5.60% | 950,154 | $400.5M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 4.88% | 1,589,671 | $348.8M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 4.31% | 1,629,043 | $308.4M | Reduce -2.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.79% | 398 | $271.0M | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 3.75% | 4,309,805 | $268.5M | Add +2.7% |
| MA Mastercard Inc. Class A | 2.97% | 403,687 | $212.6M | Reduce -2.1% |
| NVDA Nvidia Corp. | 2.96% | 1,574,481 | $211.4M | Reduce -4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.54% | 400,294 | $181.4M | Reduce -2.1% |
| IJR iShares Core S&P Small-Cap E | 2.28% | 1,414,930 | $163.0M | Add +2.6% |
| UNP Union Pacific Corp. | 2.20% | 688,793 | $157.1M | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 2.14% | 302,339 | $152.9M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 2.10% | 3,145,444 | $150.4M | Add +3.3% |
| V Visa Inc. Class A | 1.90% | 431,018 | $136.2M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 1.81% | 540,393 | $129.5M | Reduce -2.2% |
| VWO Vanguard Ftse Emerging Marke | 1.81% | 2,936,239 | $129.3M | Add +0.8% |
| PANW Palo Alto Networks Inc. | 1.80% | 707,952 | $128.8M | Reduce -2.0% |
| ODFL Old Dominion Freight Line | 1.70% | 688,153 | $121.4M | Reduce -0.9% |
| SPGI S&P Global Inc. | 1.41% | 201,986 | $100.6M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 1.40% | 171,305 | $100.3M | Reduce -2.0% |
| AVGO Broadcom Inc. | 1.39% | 427,416 | $99.1M | Reduce -1.4% |
| PGR Progressive Corp. | 1.38% | 412,772 | $98.9M | Reduce -2.7% |
| IVV iShares Core S&P 500 ETF | 1.34% | 163,326 | $96.1M | Add +7.5% |
| LOW Lowe's Cos Inc. | 1.29% | 372,513 | $91.9M | Reduce -0.8% |
| BLK BlackRock Inc. | 1.27% | 88,598 | $90.8M | Reduce -3.0% |
| ISRG Intuitive Surgical Inc. | 1.27% | 173,663 | $90.6M | Reduce -0.9% |
| IWF iShares Russell 1000 Growth | 1.25% | 222,546 | $89.4M | Reduce -3.4% |
| LAD Lithia Motors Inc. | 1.15% | 229,920 | $82.2M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 1.03% | 387,827 | $73.9M | Reduce -4.7% |
| NOW ServiceNow Inc. | 1.01% | 67,966 | $72.1M | Reduce -5.5% |
| USB US Bancorp | 1.00% | 1,500,422 | $71.8M | Reduce -0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.96% | 132,417 | $68.9M | Reduce -1.0% |
| CASY Casey's General Stores Inc. | 0.96% | 172,829 | $68.5M | Reduce -1.8% |
| IWD iShares Russell 1000 Value E | 0.94% | 364,036 | $67.4M | Reduce -1.1% |
| ADBE Adobe Inc. | 0.88% | 141,003 | $62.7M | Reduce -1.3% |
| ICE Intercontinental Exchange Inc. | 0.81% | 387,861 | $57.8M | Reduce -1.6% |
| CTAS Cintas Corp. | 0.69% | 271,631 | $49.6M | Reduce -0.8% |
| CPRT Copart Inc. | 0.69% | 863,282 | $49.5M | Reduce -0.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.68% | 842,526 | $48.4M | Reduce -0.1% |
| WFC Wells Fargo & Co. | 0.67% | 679,167 | $47.7M | Reduce -15.1% |
| CDNS Cadence Design SYS Inc. | 0.64% | 153,299 | $46.1M | Add +111.2% |
| EOG EOG Resources Inc. | 0.63% | 367,279 | $45.0M | Add +4.7% |
| ZTS Zoetis Inc. | 0.61% | 267,830 | $43.6M | Reduce -3.3% |
| HD Home Depot Inc. | 0.61% | 111,874 | $43.5M | Reduce -2.8% |
| COST Costco Wholesale Corp. | 0.61% | 47,292 | $43.3M | Reduce -1.9% |
| ALC Alcon Inc. filed as ALCON AG | 0.54% | 451,053 | $38.3M | Reduce -1.6% |
| CHE Chemed Corp. | 0.50% | 67,473 | $35.7M | Reduce -6.6% |
| ATR Aptargroup Inc. | 0.47% | 211,718 | $33.3M | Reduce -0.8% |
| BWXT BWX Technologies Inc. | 0.46% | 294,141 | $32.8M | Reduce -19.0% |
| PEP Pepsico Inc. | 0.46% | 214,356 | $32.6M | Reduce -1.1% |
| ULTA Ulta Beauty Inc. | 0.46% | 74,925 | $32.6M | Reduce -6.0% |
| KLAC KLA Corp. | 0.45% | 51,506 | $32.5M | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.45% | 179,866 | $32.0M | Reduce -0.2% |
| ADP Automatic Data Processing | 0.41% | 99,115 | $29.0M | Reduce -1.4% |
| MCD McDonald's Corp. | 0.40% | 99,714 | $28.9M | Reduce -0.6% |
| SHW The Sherwin-Williams Co. | 0.40% | 84,893 | $28.9M | Reduce -1.1% |
| ABT Abbott Laboratories | 0.39% | 247,521 | $28.0M | Reduce -1.3% |
| AMT American Tower Corp. | 0.36% | 139,659 | $25.6M | Reduce -5.7% |
| AZO AutoZone Inc. | 0.35% | 7,805 | $25.0M | Add +7.3% |
| FINN First Natl of Nebraska Inc. | 0.35% | 2,048 | $25.0M | Reduce -0.2% |
| AMGN Amgen Inc. | 0.34% | 92,828 | $24.2M | Reduce -0.8% |
| FND Floor & Decor Holdings Inc. Class A | 0.34% | 241,988 | $24.1M | Add +174.9% |
| SYK Stryker Corp. | 0.34% | 66,590 | $24.0M | Reduce -1.1% |
| POOL Pool Corp. | 0.33% | 68,802 | $23.5M | Reduce -1.2% |
| LIN Linde PLC | 0.31% | 53,428 | $22.4M | Reduce -0.1% |
| ACN Accenture PLC Class A | 0.31% | 63,009 | $22.2M | Reduce -1.1% |
| CVX Chevron Corp. | 0.30% | 148,552 | $21.5M | Reduce -1.5% |
| IEMG iShares Core MSCI Emerging | 0.30% | 411,095 | $21.5M | Reduce -0.0% |
| INTU Intuit Inc. | 0.28% | 31,507 | $19.8M | Reduce -1.0% |
| URI United Rentals Inc. | 0.26% | 26,841 | $18.9M | Reduce -1.1% |
| LMT Lockheed Martin Corp. | 0.26% | 38,576 | $18.7M | Reduce -0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 149,958 | $18.1M | Reduce -1.3% |
| TGT Target Corp. | 0.23% | 121,056 | $16.4M | Reduce -6.5% |
| VOO Vanguard S&P 500 ETF | 0.22% | 29,597 | $15.9M | Add +1.1% |
| BAH Booz Allen Hamilton Holdings | 0.21% | 117,661 | $15.1M | Add +19.2% |
| APH Amphenol Corp. Class A | 0.20% | 208,226 | $14.5M | Add +0.4% |
| PLD Prologis Inc. | 0.20% | 134,235 | $14.2M | Reduce -1.1% |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 149,179 | $13.2M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 46,511 | $12.3M | Add +0.1% |
| ROL Rollins Inc. | 0.17% | 261,024 | $12.1M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.16% | 80,612 | $11.7M | Reduce -5.1% |
| PH Parker Hannifin Corp. | 0.16% | 17,612 | $11.2M | Reduce -3.3% |
| HSY The Hershey Co. | 0.15% | 65,342 | $11.1M | Reduce -4.5% |
| MRSH Marsh & McLennan Cos | 0.15% | 49,405 | $10.5M | Add +11.4% |
| GGG Graco Inc. | 0.15% | 123,965 | $10.4M | Add +3.2% |
| GHLD Guild Holdings Co. Class A | 0.14% | 704,741 | $9.9M | No change |
| AFG American Financial Group Inc. | 0.13% | 70,391 | $9.6M | Add +966.7% |
| ETN Eaton Corp. PLC | 0.13% | 28,454 | $9.4M | Reduce -5.7% |
| TPL Texas Pacific Land Corp. | 0.13% | 8,413 | $9.3M | Reduce -34.0% |
| QDF NT Qual Div ETF | 0.13% | 130,645 | $9.2M | No change |
| ING ING Groep N.V.-Sponsored ADR | 0.12% | 567,485 | $8.9M | Reduce -2.6% |
| LLY Eli Lilly & Co. | 0.12% | 11,464 | $8.9M | Reduce -3.2% |
| PM Philip Morris International | 0.12% | 70,234 | $8.5M | Add +0.1% |
| WMT Walmart Inc. | 0.12% | 92,389 | $8.3M | Add +11.0% |
| XOM Exxon Mobil Corp. | 0.12% | 77,227 | $8.3M | Reduce -0.1% |
| PEM HOLDING COMAPNY, LLC | 0.12% | 1 | $8.3M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 32,916 | $7.9M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.10% | 43,782 | $7.3M | Add +3.3% |
| TXN Texas Instruments Inc. | 0.10% | 37,398 | $7.0M | Reduce -1.6% |
| IWB iShares Russell 1000 ETF | 0.10% | 21,477 | $6.9M | Add +0.9% |
Portfolio Sells Q3 2024 → Q4 2024
| UNH Unitedhealth Group Inc. | Reduce -1.3% | 2.14% | −0.37 |
| ODFL Old Dominion Freight Line | Reduce -0.9% | 1.70% | −0.23 |
| MSFT Microsoft Corp. | Reduce -1.6% | 5.60% | −0.21 |
| UNP Union Pacific Corp. | Reduce -1.3% | 2.20% | −0.21 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.0% | 0.96% | −0.19 |
| ADBE Adobe Inc. | Reduce -1.3% | 0.88% | −0.16 |
| ZTS Zoetis Inc. | Reduce -3.3% | 0.61% | −0.15 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 1.29% | −0.14 |
| AMT American Tower Corp. | Reduce -5.7% | 0.36% | −0.12 |
| PGR Progressive Corp. | Reduce -2.7% | 1.38% | −0.12 |
| GNRC Generac Holdings Inc. | Reduce -64.1% | 0.07% | −0.12 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -1.5% | 3.79% | −0.11 |
| CHE Chemed Corp. | Reduce -6.6% | 0.50% | −0.11 |
| KLAC KLA Corp. | Reduce -0.4% | 0.45% | −0.11 |
| ALC Alcon Inc. | Reduce -1.6% | 0.54% | −0.11 |
| CTAS Cintas Corp. | Reduce -0.8% | 0.69% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 2.54% | −0.09 |
| BWXT BWX Technologies Inc. | Reduce -19.0% | 0.46% | −0.09 |
| AMGN Amgen Inc. | Reduce -0.8% | 0.34% | −0.08 |
| SPGI S&P Global Inc. | Reduce -2.0% | 1.41% | −0.08 |
| ICE Intercontinental Exchange Inc. | Reduce -1.6% | 0.81% | −0.08 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.1% | 0.68% | −0.07 |
| PEP Pepsico Inc. | Reduce -1.1% | 0.46% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -0.9% | 0.26% | −0.06 |
| SHW The Sherwin-Williams Co. | Reduce -1.1% | 0.40% | −0.05 |
| TGT Target Corp. | Reduce -6.5% | 0.23% | −0.05 |
| ABBV Abbvie Inc. | Reduce -0.2% | 0.45% | −0.05 |
| LIN Linde PLC | Reduce -0.1% | 0.31% | −0.04 |
| HD Home Depot Inc. | Reduce -2.8% | 0.61% | −0.04 |
| URI United Rentals Inc. | Reduce -1.1% | 0.26% | −0.04 |
| PLD Prologis Inc. | Reduce -1.1% | 0.20% | −0.04 |
| POOL Pool Corp. | Reduce -1.2% | 0.33% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -1.1% | 0.94% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -0.0% | 0.30% | −0.03 |
| JNJ Johnson & Johnson | Reduce -5.1% | 0.16% | −0.03 |
| HSY The Hershey Co. | Reduce -4.5% | 0.15% | −0.03 |
| TPL Texas Pacific Land Corp. | Reduce -34.0% | 0.13% | −0.03 |
| ING ING Groep N.V.-Sponsored ADR | Reduce -2.6% | 0.12% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -3.2% | 0.12% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.6% | 0.40% | −0.02 |
| NKE Nike Inc. Class B | Reduce -21.6% | 0.04% | −0.02 |
| ROL Rollins Inc. | Reduce -1.4% | 0.17% | −0.02 |
| PFE Pfizer Inc. | Reduce -37.9% | 0.02% | −0.01 |
| DFS Discover Financial Services | Reduce -78.4% | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -1.9% | 0.08% | −0.01 |
| MDT Medtronic PLC | Reduce -20.3% | 0.03% | −0.01 |
| ATR Aptargroup Inc. | Reduce -0.8% | 0.47% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -1.6% | 0.10% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.12% | −0.01 |
| RLI Rli Corp. | Reduce -73.3% | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| CDNS Cadence Design SYS Inc. | Add +111.2% | 0.64% | +0.37 |
| FND Floor & Decor Holdings Inc. Class A | Add +174.9% | 0.34% | +0.18 |
| AFG American Financial Group Inc. | Add +966.7% | 0.13% | +0.12 |
| IVV iShares Core S&P 500 ETF | Add +7.5% | 1.34% | +0.12 |
| IJH iShares Core S&P Midcap ETF | Add +2.7% | 3.75% | +0.10 |
| FAIRMONT GROUP, INC. | New | 0.03% | +0.03 |
| AZO AutoZone Inc. | Add +7.3% | 0.35% | +0.03 |
| EOG EOG Resources Inc. | Add +4.7% | 0.63% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +2.6% | 2.28% | +0.03 |
| WMT Walmart Inc. | Add +11.0% | 0.12% | +0.02 |
| DIS The Walt Disney Co. | Add +54.6% | 0.04% | +0.02 |
| APH Amphenol Corp. Class A | Add +0.4% | 0.20% | +0.01 |
| PPG PPG Industries Inc. | Add +107.1% | 0.02% | +0.01 |
| XPEL Xpel Inc. | Add +260.1% | 0.01% | +0.01 |
| APG Api Group Corp. | Add +164.0% | 0.01% | +0.01 |
| C Citigroup Inc. | New | 0.01% | +0.01 |
| MRSH Marsh & McLennan Cos | Add +11.4% | 0.15% | +0.01 |
| AMP Ameriprise Financial Inc. | Add +0.1% | 0.07% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +1.1% | 0.22% | +0.01 |
| BMI Badger Meter Inc. | Add +75.2% | 0.02% | +0.01 |
| HON Honeywell International Inc. | Add +0.1% | 0.07% | +0.01 |
| LNTH Lantheus Holdings Inc. | Add +98.9% | 0.02% | +0.01 |
| SAIA Saia Inc. | Add +81.8% | 0.01% | +0.01 |
| TMHC Taylor Morrison Home Corp. | Add +110.5% | 0.01% | +0.01 |
| SMMD iShares Russell 2500 ETF | New | 0.01% | +0.01 |
| FOXF Fox Factory Holding Corp. | Add +151.5% | 0.01% | +0.01 |
| DDOG Datadog Inc. Class A | New | 0.01% | +0.01 |
| APP AppLovin Corp. Class A | New | 0.00% | +0.00 |
| DV Doubleverify Holdings Inc. | Add +163.3% | 0.01% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Add +1.4% | 0.07% | +0.00 |
| EVR Evercore Inc. Class A | Add +18.3% | 0.02% | +0.00 |
| KNSL Kinsale Capital Group Inc. | Add +42.5% | 0.02% | +0.00 |
| AAON Aaon Inc. | Add +18.3% | 0.02% | +0.00 |
| RUSHA Rush Enterprises Inc. Class A | Add +48.2% | 0.01% | +0.00 |
| FIX Comfort Systems USA Inc. | Add +16.2% | 0.02% | +0.00 |
| DPZ Domino's Pizza Inc. | Add +49.4% | 0.01% | +0.00 |
| BAM Brookfield Asset Mgmt-A | Add +57.9% | 0.01% | +0.00 |
| WMS Advanced Drainage Systems Inc. | Add +132.3% | 0.01% | +0.00 |
| GMS GMS Inc. | Add +57.7% | 0.01% | +0.00 |
| LECO Lincoln Electric Holdings | Add +40.4% | 0.02% | +0.00 |
| DASH DoorDash Inc. Class A | New | 0.00% | +0.00 |
| HLNE Hamilton Lane Inc. Class A | Add +70.0% | 0.01% | +0.00 |
| NMIH Nmi Holdings Inc. | Add +68.4% | 0.01% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +0.2% | 0.03% | +0.00 |
| AFL Aflac Inc. | New | 0.00% | +0.00 |
| DOV Dover Corp. | New | 0.00% | +0.00 |
| WSO Watsco Inc. | Add +32.2% | 0.02% | +0.00 |
| NTRA Natera Inc. | New | 0.00% | +0.00 |
| ACLS Axcelis Technologies Inc. | Add +118.8% | 0.01% | +0.00 |
| CMI Cummins Inc. | New | 0.00% | +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 |