Bridges Investment Management Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Bridges Investment Management Inc. reported 392 stock positions worth $6.9 billion. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by Microsoft (MSFT, 5.1%) and Berkshire Hathaway Class A (BRK.A, 4.5%). Compared with Q4 2024, it opened 12 new positions, sold out of 25, added to 153 and reduced 152. The biggest buy was United Rentals (URI, shares +121%) and the biggest sale Amazon.com (AMZN, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001007295
- Portfolio Value
- $6.9B (Q1 2025)
- SEC Filing
- 0001007295-25-000006 ↗ filed Apr 30, 2025
Holdings Value
Holdings 392 stocks · $6.9B
| AAPL Apple Inc. | 5.28% | 1,648,360 | $366.2M | Reduce -2.6% |
| MSFT Microsoft Corp. | 5.12% | 944,855 | $354.7M | Reduce -0.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.48% | 389 | $310.6M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 3.89% | 1,416,846 | $269.6M | Reduce -10.9% |
| IJH iShares Core S&P Midcap ETF | 3.83% | 4,546,151 | $265.3M | Add +5.5% |
| GOOGL Alphabet Inc. Class A | 3.61% | 1,620,212 | $250.5M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 3.12% | 394,500 | $216.2M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.01% | 391,601 | $208.6M | Reduce -2.2% |
| NVDA Nvidia Corp. | 2.43% | 1,556,480 | $168.7M | Reduce -1.1% |
| VEA Vanguard Ftse Developed ETF | 2.30% | 3,138,975 | $159.6M | Reduce -0.2% |
| UNP Union Pacific Corp. | 2.30% | 674,297 | $159.3M | Reduce -2.1% |
| V Visa Inc. Class A | 2.16% | 427,770 | $149.9M | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 2.16% | 1,432,464 | $149.8M | Add +1.2% |
| UNH Unitedhealth Group Inc. | 2.14% | 283,173 | $148.3M | Reduce -6.3% |
| VWO Vanguard Ftse Emerging Marke | 2.06% | 3,162,657 | $143.1M | Add +7.7% |
| JPM JPMorgan Chase & Co. | 1.88% | 531,888 | $130.5M | Reduce -1.6% |
| PANW Palo Alto Networks Inc. | 1.73% | 703,184 | $120.0M | Reduce -0.7% |
| PGR Progressive Corp. | 1.66% | 406,177 | $115.0M | Reduce -1.6% |
| ODFL Old Dominion Freight Line | 1.63% | 684,112 | $113.2M | Reduce -0.6% |
| SPGI S&P Global Inc. | 1.48% | 202,214 | $102.7M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 1.47% | 181,949 | $102.2M | Add +11.4% |
| META Meta Platforms Inc. Class A | 1.44% | 172,848 | $99.6M | Add +0.9% |
| LOW Lowe's Cos Inc. | 1.25% | 370,541 | $86.4M | Reduce -0.5% |
| ISRG Intuitive Surgical Inc. | 1.23% | 172,146 | $85.3M | Reduce -0.9% |
| BLK BlackRock Inc. | 1.20% | 87,733 | $83.0M | Reduce -1.0% |
| IWF iShares Russell 1000 Growth | 1.11% | 213,831 | $77.2M | Reduce -3.9% |
| CASY Casey's General Stores Inc. | 1.10% | 175,836 | $76.3M | Add +1.7% |
| IWD iShares Russell 1000 Value E | 1.05% | 385,699 | $72.6M | Add +6.0% |
| LAD Lithia Motors Inc. | 1.02% | 241,420 | $70.9M | Add +5.0% |
| TMO Thermo Fisher Scientific Inc. | 1.01% | 140,237 | $69.8M | Add +5.9% |
| AVGO Broadcom Inc. | 0.97% | 400,230 | $67.0M | Reduce -6.4% |
| ICE Intercontinental Exchange Inc. | 0.96% | 386,592 | $66.7M | Reduce -0.3% |
| USB US Bancorp | 0.91% | 1,497,422 | $63.2M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.85% | 376,994 | $58.9M | Reduce -2.8% |
| CTAS Cintas Corp. | 0.81% | 274,122 | $56.3M | Add +0.9% |
| ADBE Adobe Inc. | 0.80% | 144,604 | $55.5M | Add +2.5% |
| NOW ServiceNow Inc. | 0.76% | 66,228 | $52.7M | Reduce -2.6% |
| WFC Wells Fargo & Co. | 0.70% | 679,067 | $48.8M | Reduce -0.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.69% | 789,642 | $47.9M | Reduce -6.3% |
| EOG EOG Resources Inc. | 0.68% | 367,494 | $47.1M | Add +0.1% |
| CPRT Copart Inc. | 0.67% | 822,519 | $46.5M | Reduce -4.7% |
| COST Costco Wholesale Corp. | 0.65% | 47,370 | $44.8M | Add +0.2% |
| ZTS Zoetis Inc. | 0.64% | 271,553 | $44.7M | Add +1.4% |
| CHE Chemed Corp. | 0.63% | 71,001 | $43.7M | Add +5.2% |
| ALC Alcon Inc. filed as ALCON AG | 0.61% | 443,258 | $42.1M | Reduce -1.7% |
| ABBV Abbvie Inc. | 0.58% | 192,031 | $40.2M | Add +6.8% |
| HD Home Depot Inc. | 0.56% | 106,108 | $38.9M | Reduce -5.2% |
| URI United Rentals Inc. | 0.54% | 59,208 | $37.1M | Add +120.6% |
| KLAC KLA Corp. | 0.51% | 51,698 | $35.1M | Add +0.4% |
| CDNS Cadence Design SYS Inc. | 0.48% | 131,260 | $33.4M | Reduce -14.4% |
| ABT Abbott Laboratories | 0.47% | 247,982 | $32.9M | Add +0.2% |
| PEP Pepsico Inc. | 0.46% | 212,948 | $31.9M | Reduce -0.7% |
| ATR Aptargroup Inc. | 0.46% | 213,473 | $31.7M | Add +0.8% |
| AZO AutoZone Inc. | 0.45% | 8,232 | $31.4M | Add +5.5% |
| MCD McDonald's Corp. | 0.44% | 98,010 | $30.6M | Reduce -1.7% |
| ADP Automatic Data Processing | 0.44% | 99,776 | $30.5M | Add +0.7% |
| ULTA Ulta Beauty Inc. | 0.43% | 81,606 | $29.9M | Add +8.9% |
| SHW The Sherwin-Williams Co. | 0.42% | 83,567 | $29.2M | Reduce -1.6% |
| AMGN Amgen Inc. | 0.42% | 92,723 | $28.9M | Reduce -0.1% |
| BWXT BWX Technologies Inc. | 0.40% | 282,812 | $27.9M | Reduce -3.9% |
| FND Floor & Decor Holdings Inc. Class A | 0.37% | 320,614 | $25.8M | Add +32.5% |
| LIN Linde PLC | 0.36% | 53,440 | $24.9M | Add +0.0% |
| CVX Chevron Corp. | 0.36% | 148,007 | $24.8M | Reduce -0.4% |
| FINN First Natl of Nebraska Inc. | 0.35% | 2,039 | $24.5M | Reduce -0.4% |
| POOL Pool Corp. | 0.33% | 70,984 | $22.6M | Add +3.2% |
| IEMG iShares Core MSCI Emerging | 0.32% | 412,869 | $22.3M | Add +0.4% |
| SYK Stryker Corp. | 0.31% | 57,322 | $21.3M | Reduce -13.9% |
| INTU Intuit Inc. | 0.28% | 31,918 | $19.6M | Add +1.3% |
| ACN Accenture PLC Class A | 0.28% | 62,783 | $19.6M | Reduce -0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 151,484 | $18.5M | Add +1.0% |
| MRSH Marsh & McLennan Cos | 0.27% | 75,274 | $18.4M | Add +52.4% |
| AMT American Tower Corp. | 0.26% | 81,259 | $17.7M | Reduce -41.8% |
| LMT Lockheed Martin Corp. | 0.25% | 39,002 | $17.4M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 0.22% | 29,533 | $15.2M | Reduce -0.2% |
| PLD Prologis Inc. | 0.22% | 134,607 | $15.0M | Add +0.3% |
| APH Amphenol Corp. Class A | 0.21% | 217,155 | $14.2M | Add +4.3% |
| ROL Rollins Inc. | 0.21% | 263,215 | $14.2M | Add +0.8% |
| CSL Carlisle Cos Inc. | 0.20% | 41,463 | $14.1M | Add +1869.7% |
| AFG American Financial Group Inc. | 0.19% | 100,595 | $13.2M | Add +42.9% |
| BAH Booz Allen Hamilton Holdings | 0.19% | 123,257 | $12.9M | Add +4.8% |
| TGT Target Corp. | 0.18% | 121,052 | $12.6M | Reduce 0.0% |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 146,724 | $12.5M | Reduce -1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 48,138 | $12.4M | Add +3.5% |
| JNJ Johnson & Johnson | 0.18% | 74,698 | $12.4M | Reduce -7.3% |
| GGG Graco Inc. | 0.17% | 138,824 | $11.6M | Add +12.0% |
| HSY The Hershey Co. | 0.17% | 67,257 | $11.5M | Add +2.9% |
| ING ING Groep N.V.-Sponsored ADR | 0.16% | 567,485 | $11.1M | No change |
| PH Parker Hannifin Corp. | 0.16% | 17,892 | $10.9M | Add +1.6% |
| GHLD Guild Holdings Co. Class A | 0.16% | 704,741 | $10.8M | No change |
| PM Philip Morris International | 0.15% | 64,882 | $10.3M | Reduce -7.6% |
| XOM Exxon Mobil Corp. | 0.13% | 76,478 | $9.1M | Reduce -1.0% |
| LLY Eli Lilly & Co. | 0.13% | 10,924 | $9.0M | Reduce -4.7% |
| QDF NT Qual Div ETF | 0.12% | 124,214 | $8.5M | Reduce -4.9% |
| PEM HOLDING COMAPNY, LLC | 0.12% | 1 | $8.3M | No change |
| ETN Eaton Corp. PLC | 0.11% | 28,236 | $7.7M | Reduce -0.8% |
| WMT Walmart Inc. | 0.11% | 87,068 | $7.6M | Reduce -5.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 33,366 | $7.4M | Add +1.4% |
| PG The Procter & Gamble Co. | 0.10% | 42,655 | $7.3M | Reduce -2.6% |
| EPD Enterprise Products Partners | 0.09% | 192,363 | $6.6M | No change |
| IWB iShares Russell 1000 ETF | 0.09% | 21,201 | $6.5M | Reduce -1.3% |
Portfolio Sells Q4 2024 → Q1 2025
| AMZN Amazon.com Inc. | Reduce -10.9% | 3.89% | −0.99 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 3.61% | −0.70 |
| AAPL Apple Inc. | Reduce -2.6% | 5.28% | −0.65 |
| NVDA Nvidia Corp. | Reduce -1.1% | 2.43% | −0.52 |
| MSFT Microsoft Corp. | Reduce -0.6% | 5.12% | −0.48 |
| AVGO Broadcom Inc. | Reduce -6.4% | 0.97% | −0.42 |
| NOW ServiceNow Inc. | Reduce -2.6% | 0.76% | −0.25 |
| GOOG Alphabet Inc. Class C | Reduce -2.8% | 0.85% | −0.18 |
| CDNS Cadence Design SYS Inc. | Reduce -14.4% | 0.48% | −0.16 |
| IWF iShares Russell 1000 Growth | Reduce -3.9% | 1.11% | −0.14 |
| AMT American Tower Corp. | Reduce -41.8% | 0.26% | −0.10 |
| USB US Bancorp | Reduce -0.2% | 0.91% | −0.09 |
| BLK BlackRock Inc. | Reduce -1.0% | 1.20% | −0.07 |
| PANW Palo Alto Networks Inc. | Reduce -0.7% | 1.73% | −0.07 |
| TPL Texas Pacific Land Corp. | Reduce -62.6% | 0.06% | −0.07 |
| ODFL Old Dominion Freight Line | Reduce -0.6% | 1.63% | −0.06 |
| BWXT BWX Technologies Inc. | Reduce -3.9% | 0.40% | −0.06 |
| HD Home Depot Inc. | Reduce -5.2% | 0.56% | −0.05 |
| TGT Target Corp. | Reduce 0.0% | 0.18% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 1.25% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -0.9% | 1.23% | −0.04 |
| GNRC Generac Holdings Inc. | Reduce -36.7% | 0.04% | −0.03 |
| SYK Stryker Corp. | Reduce -13.9% | 0.31% | −0.03 |
| ACN Accenture PLC Class A | Reduce -0.4% | 0.28% | −0.03 |
| CPRT Copart Inc. | Reduce -4.7% | 0.67% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -0.8% | 0.11% | −0.02 |
| ADSK Autodesk Inc. | Reduce -31.6% | 0.03% | −0.02 |
| NKE Nike Inc. Class B | Reduce -23.5% | 0.03% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -11.7% | 0.09% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -77.7% | 0.00% | −0.01 |
| TRU Transunion | Reduce -70.0% | 0.00% | −0.01 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -57.5% | 0.00% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -19.1% | 0.04% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -4.6% | 0.07% | −0.01 |
| TTD Trade Desk Inc./the Class A | Reduce -22.2% | 0.00% | −0.01 |
| ORCL Oracle Corp. | Reduce -0.9% | 0.05% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -28.4% | 0.02% | −0.01 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.01 |
| QDF NT Qual Div ETF | Reduce -4.9% | 0.12% | −0.01 |
| WMT Walmart Inc. | Reduce -5.8% | 0.11% | −0.01 |
| CLX Clorox Company | Reduce -24.2% | 0.01% | −0.01 |
| SMMD iShares Russell 2500 ETF | Sold out | 0.00% | −0.01 |
| STT State Street Corp. | Reduce -6.3% | 0.04% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -1.7% | 0.06% | −0.01 |
| CABO Cable One Inc. | Sold out | 0.00% | −0.01 |
| FISV Fiserv Inc. | Reduce -19.0% | 0.04% | −0.00 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.00 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.00 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| URI United Rentals Inc. | Add +120.6% | 0.54% | +0.27 |
| VWO Vanguard Ftse Emerging Marke | Add +7.7% | 2.06% | +0.26 |
| CSL Carlisle Cos Inc. | Add +1869.7% | 0.20% | +0.19 |
| CASY Casey's General Stores Inc. | Add +1.7% | 1.10% | +0.14 |
| ABBV Abbvie Inc. | Add +6.8% | 0.58% | +0.13 |
| IVV iShares Core S&P 500 ETF | Add +11.4% | 1.47% | +0.13 |
| CHE Chemed Corp. | Add +5.2% | 0.63% | +0.13 |
| CTAS Cintas Corp. | Add +0.9% | 0.81% | +0.12 |
| MRSH Marsh & McLennan Cos | Add +52.4% | 0.27% | +0.12 |
| IWD iShares Russell 1000 Value E | Add +6.0% | 1.05% | +0.10 |
| AZO AutoZone Inc. | Add +5.5% | 0.45% | +0.10 |
| ABT Abbott Laboratories | Add +0.2% | 0.47% | +0.08 |
| SPGI S&P Global Inc. | Add +0.1% | 1.48% | +0.08 |
| IJH iShares Core S&P Midcap ETF | Add +5.5% | 3.83% | +0.07 |
| AFG American Financial Group Inc. | Add +42.9% | 0.19% | +0.06 |
| KLAC KLA Corp. | Add +0.4% | 0.51% | +0.05 |
| EOG EOG Resources Inc. | Add +0.1% | 0.68% | +0.05 |
| LIN Linde PLC | Add +0.0% | 0.36% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +5.9% | 1.01% | +0.04 |
| COST Costco Wholesale Corp. | Add +0.2% | 0.65% | +0.04 |
| ROL Rollins Inc. | Add +0.8% | 0.21% | +0.04 |
| FND Floor & Decor Holdings Inc. Class A | Add +32.5% | 0.37% | +0.03 |
| ZTS Zoetis Inc. | Add +1.4% | 0.64% | +0.03 |
| META Meta Platforms Inc. Class A | Add +0.9% | 1.44% | +0.03 |
| ADP Automatic Data Processing | Add +0.7% | 0.44% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +0.4% | 0.32% | +0.02 |
| GGG Graco Inc. | Add +12.0% | 0.17% | +0.02 |
| LNTH Lantheus Holdings Inc. | Add +111.3% | 0.04% | +0.02 |
| KNSL Kinsale Capital Group Inc. | Add +111.5% | 0.04% | +0.02 |
| DPZ Domino's Pizza Inc. | Add +111.7% | 0.03% | +0.02 |
| PLD Prologis Inc. | Add +0.3% | 0.22% | +0.02 |
| OPCH Option Care Health Inc. | Add +133.3% | 0.02% | +0.02 |
| APG Api Group Corp. | Add +111.3% | 0.03% | +0.02 |
| LECO Lincoln Electric Holdings | Add +102.8% | 0.03% | +0.02 |
| RUSHA Rush Enterprises Inc. Class A | Add +111.3% | 0.03% | +0.01 |
| TMHC Taylor Morrison Home Corp. | Add +111.3% | 0.03% | +0.01 |
| CELH Celsius Holdings Inc. | Add +98.2% | 0.02% | +0.01 |
| FFIN First Finl Bankshares Inc. | Add +106.8% | 0.03% | +0.01 |
| ABG Asbury Automotive Group | Add +119.0% | 0.03% | +0.01 |
| WSO Watsco Inc. | Add +67.0% | 0.03% | +0.01 |
| HLNE Hamilton Lane Inc. Class A | Add +111.3% | 0.03% | +0.01 |
| MUSA Murphy USA Inc. | Add +103.4% | 0.03% | +0.01 |
| BMI Badger Meter Inc. | Add +97.7% | 0.03% | +0.01 |
| TJX TJX Companies Inc. | Add +1.0% | 0.27% | +0.01 |
| NMIH Nmi Holdings Inc. | Add +111.3% | 0.02% | +0.01 |
| WMS Advanced Drainage Systems Inc. | Add +129.1% | 0.02% | +0.01 |
| FIX Comfort Systems USA Inc. | Add +100.8% | 0.03% | +0.01 |
| EGP Eastgroup Properties Inc. | Add +93.6% | 0.02% | +0.01 |
| EVR Evercore Inc. Class A | Add +111.4% | 0.03% | +0.01 |
| GMS GMS Inc. | Add +111.3% | 0.02% | +0.01 |
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 |