Bridges Investment Management Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Bridges Investment Management Inc. reported 414 stock positions worth $7.8 billion. Its top holding was Microsoft (MSFT) at 6.1% of the portfolio, followed by Alphabet Class A (GOOGL, 4.9%) and Apple (AAPL, 4.9%). Compared with Q2 2025, it opened 25 new positions, sold out of 20, added to 169 and reduced 138. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +30%) and the biggest sale Unitedhealth (UNH, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001007295
- Portfolio Value
- $7.8B (Q3 2025)
- SEC Filing
- 0001007295-25-000013 ↗ filed Nov 4, 2025
Holdings Value
Holdings 414 stocks · $7.8B
| MSFT Microsoft Corp. | 6.09% | 919,347 | $476.2M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 4.89% | 1,573,121 | $382.4M | Reduce -1.6% |
| AAPL Apple Inc. | 4.87% | 1,495,356 | $380.8M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 4.07% | 1,450,926 | $318.6M | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 3.71% | 4,443,042 | $290.0M | Reduce -3.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 3.55% | 368 | $277.5M | Reduce -3.7% |
| NVDA Nvidia Corp. | 3.54% | 1,485,490 | $277.2M | Reduce -4.2% |
| VEA Vanguard Ftse Developed ETF | 3.07% | 4,009,526 | $240.3M | Add +30.1% |
| MA Mastercard Inc. Class A | 2.84% | 391,015 | $222.4M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.43% | 378,827 | $190.5M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 2.24% | 3,232,404 | $175.1M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 2.13% | 527,676 | $166.4M | Reduce -0.6% |
| UNP Union Pacific Corp. | 2.02% | 667,696 | $157.8M | Reduce -0.6% |
| IJR iShares Core S&P Small-Cap E | 1.97% | 1,294,092 | $153.8M | Reduce -10.6% |
| V Visa Inc. Class A | 1.82% | 417,930 | $142.7M | Reduce -0.5% |
| PANW Palo Alto Networks Inc. | 1.79% | 687,322 | $140.0M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 1.71% | 182,193 | $133.8M | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 1.70% | 198,247 | $132.7M | Add +2.8% |
| AVGO Broadcom Inc. | 1.56% | 369,923 | $122.0M | Reduce -6.0% |
| LOW Lowe's Cos Inc. | 1.35% | 420,832 | $105.8M | Add +13.4% |
| BLK BlackRock Inc. | 1.29% | 86,335 | $100.7M | Reduce -0.2% |
| PGR Progressive Corp. | 1.26% | 399,834 | $98.7M | Reduce -1.1% |
| CASY Casey's General Stores Inc. | 1.26% | 174,188 | $98.5M | Reduce -0.4% |
| SPGI S&P Global Inc. | 1.24% | 199,084 | $96.9M | Reduce -1.1% |
| ODFL Old Dominion Freight Line | 1.24% | 687,625 | $96.8M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 1.17% | 375,367 | $91.4M | Add +0.2% |
| LAD Lithia Motors Inc. | 1.06% | 263,157 | $83.2M | Add +3.0% |
| IWF iShares Russell 1000 Growth | 1.04% | 174,431 | $81.7M | Reduce -15.3% |
| ISRG Intuitive Surgical Inc. | 0.98% | 170,946 | $76.5M | Reduce -1.4% |
| USB US Bancorp | 0.92% | 1,492,752 | $72.1M | Reduce -0.1% |
| NOW ServiceNow Inc. | 0.89% | 75,756 | $69.7M | Add +14.8% |
| TMO Thermo Fisher Scientific Inc. | 0.88% | 142,220 | $69.0M | Reduce -1.0% |
| URI United Rentals Inc. | 0.83% | 68,229 | $65.1M | Add +0.8% |
| ICE Intercontinental Exchange Inc. | 0.82% | 378,748 | $63.8M | Reduce -0.9% |
| CDNS Cadence Design SYS Inc. | 0.77% | 172,404 | $60.6M | Reduce -1.0% |
| IWD iShares Russell 1000 Value E | 0.71% | 273,076 | $55.6M | Reduce -27.6% |
| CTAS Cintas Corp. | 0.71% | 270,814 | $55.6M | Add +0.1% |
| KLAC KLA Corp. | 0.71% | 51,245 | $55.3M | Add +0.1% |
| WFC Wells Fargo & Co. | 0.70% | 650,855 | $54.6M | Reduce -0.2% |
| BWXT BWX Technologies Inc. | 0.67% | 286,021 | $52.7M | Reduce -0.8% |
| RSP Invesco S&P 500 Equal Weight | 0.67% | 276,768 | $52.5M | Add +3964.7% |
| ADBE Adobe Inc. | 0.63% | 140,689 | $49.6M | Reduce -1.8% |
| CSL Carlisle Cos Inc. | 0.62% | 148,107 | $48.7M | Add +221.3% |
| SYK Stryker Corp. | 0.59% | 124,706 | $46.1M | Add +30.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.58% | 636,169 | $45.4M | Reduce -18.9% |
| HD Home Depot Inc. | 0.58% | 111,587 | $45.2M | Add +7.6% |
| ABBV Abbvie Inc. | 0.57% | 192,089 | $44.5M | Add +1.1% |
| ULTA Ulta Beauty Inc. | 0.57% | 80,902 | $44.2M | Reduce -1.7% |
| COST Costco Wholesale Corp. | 0.56% | 47,301 | $43.8M | Add +0.3% |
| EOG EOG Resources Inc. | 0.53% | 368,106 | $41.3M | Add +0.4% |
| ZTS Zoetis Inc. | 0.49% | 260,121 | $38.1M | Reduce -2.7% |
| UNH Unitedhealth Group Inc. | 0.46% | 104,448 | $36.1M | Reduce -65.6% |
| FND Floor & Decor Holdings Inc. Class A | 0.45% | 481,273 | $35.5M | Add +4.2% |
| AZO AutoZone Inc. | 0.45% | 8,251 | $35.4M | Reduce -1.0% |
| ABT Abbott Laboratories | 0.42% | 246,039 | $33.0M | Add +0.6% |
| ALC Alcon Inc. filed as ALCON AG | 0.41% | 434,678 | $32.4M | Reduce -1.3% |
| CPRT Copart Inc. | 0.40% | 701,576 | $31.5M | Reduce -3.4% |
| CHE Chemed Corp. | 0.38% | 66,107 | $29.6M | Reduce -7.5% |
| FINN First Natl of Nebraska Inc. | 0.38% | 2,079 | $29.4M | Add +2.0% |
| SHW The Sherwin-Williams Co. | 0.37% | 83,667 | $29.0M | Add +1.1% |
| ADP Automatic Data Processing | 0.37% | 98,665 | $29.0M | Add +1.0% |
| PEP Pepsico Inc. | 0.37% | 205,636 | $28.9M | Reduce -0.6% |
| MCD McDonald's Corp. | 0.36% | 93,768 | $28.5M | Reduce -0.7% |
| IEMG iShares Core MSCI Emerging | 0.35% | 416,833 | $27.5M | Add +1.2% |
| APH Amphenol Corp. Class A | 0.35% | 218,217 | $27.0M | Add +3.2% |
| AMGN Amgen Inc. | 0.33% | 92,291 | $26.0M | Add +1.1% |
| LIN Linde PLC | 0.32% | 52,906 | $25.1M | Add +1.2% |
| CVX Chevron Corp. | 0.30% | 150,454 | $23.4M | Add +1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 151,767 | $21.9M | Add +2.3% |
| POOL Pool Corp. | 0.28% | 69,906 | $21.7M | Reduce -3.2% |
| INTU Intuit Inc. | 0.28% | 31,625 | $21.6M | Add +1.1% |
| ACN Accenture PLC Class A | 0.23% | 72,951 | $18.0M | Add +21.7% |
| VOO Vanguard S&P 500 ETF | 0.23% | 28,859 | $17.7M | Reduce -1.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.22% | 59,546 | $17.5M | Reduce -0.6% |
| BAH Booz Allen Hamilton Holdings | 0.21% | 161,000 | $16.1M | Add +32.6% |
| AFG American Financial Group Inc. | 0.20% | 106,949 | $15.6M | Add +2.7% |
| ROL Rollins Inc. | 0.20% | 262,107 | $15.4M | Add +2.1% |
| MRSH Marsh & McLennan Cos | 0.20% | 76,196 | $15.4M | Add +4.3% |
| PLD Prologis Inc. | 0.19% | 131,989 | $15.1M | Add +1.8% |
| JNJ Johnson & Johnson | 0.18% | 76,933 | $14.3M | Reduce -1.4% |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 147,155 | $14.2M | Reduce -0.4% |
| GHLD Guild Holdings Co. Class A | 0.18% | 704,741 | $14.1M | No change |
| PH Parker Hannifin Corp. | 0.17% | 17,900 | $13.6M | Add +1.5% |
| ING ING Groep N.V.-Sponsored ADR | 0.17% | 503,627 | $13.1M | Reduce -11.3% |
| HSY The Hershey Co. | 0.16% | 65,598 | $12.3M | Add +1.1% |
| GGG Graco Inc. | 0.16% | 143,232 | $12.2M | Add +2.9% |
| ETN Eaton Corp. PLC | 0.14% | 28,269 | $10.6M | Add +0.4% |
| AMT American Tower Corp. | 0.13% | 54,029 | $10.4M | Reduce -6.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 39,832 | $10.1M | Reduce -3.0% |
| QDF NT Qual Div ETF | 0.12% | 123,089 | $9.8M | Reduce -0.8% |
| WMT Walmart Inc. | 0.12% | 90,035 | $9.3M | Add +3.8% |
| LLY Eli Lilly & Co. | 0.11% | 11,513 | $8.8M | Add +4.2% |
| PM Philip Morris International | 0.11% | 53,629 | $8.7M | Reduce -12.8% |
| XOM Exxon Mobil Corp. | 0.11% | 76,446 | $8.6M | Add +1.1% |
| PEM HOLDING COMAPNY, LLC | 0.11% | 1 | $8.3M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 10,595 | $7.1M | Add +138.5% |
| EPD Enterprise Products Partners | 0.09% | 214,461 | $6.7M | Add +5.3% |
| PG The Procter & Gamble Co. | 0.08% | 41,795 | $6.4M | Reduce -0.1% |
| EEM iShares MSCI Emerging Market | 0.08% | 116,580 | $6.2M | Reduce -0.5% |
| ORCL Oracle Corp. | 0.08% | 22,089 | $6.2M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| UNH Unitedhealth Group Inc. | Reduce -65.6% | 0.46% | −0.82 |
| ISRG Intuitive Surgical Inc. | Reduce -1.4% | 0.98% | −0.30 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 4.07% | −0.29 |
| IWD iShares Russell 1000 Value E | Reduce -27.6% | 0.71% | −0.28 |
| ODFL Old Dominion Freight Line | Reduce -0.2% | 1.24% | −0.27 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -3.7% | 3.55% | −0.21 |
| MSFT Microsoft Corp. | Reduce -1.9% | 6.09% | −0.21 |
| PGR Progressive Corp. | Reduce -1.1% | 1.26% | −0.20 |
| SPGI S&P Global Inc. | Reduce -1.1% | 1.24% | −0.19 |
| V Visa Inc. Class A | Reduce -0.5% | 1.82% | −0.19 |
| LMT Lockheed Martin Corp. | Reduce -81.2% | 0.04% | −0.19 |
| IJR iShares Core S&P Small-Cap E | Reduce -10.6% | 1.97% | −0.17 |
| MA Mastercard Inc. Class A | Reduce -0.9% | 2.84% | −0.15 |
| PANW Palo Alto Networks Inc. | Reduce -1.6% | 1.79% | −0.14 |
| IWF iShares Russell 1000 Growth | Reduce -15.3% | 1.04% | −0.14 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -18.9% | 0.58% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -1.4% | 1.71% | −0.13 |
| ICE Intercontinental Exchange Inc. | Reduce -0.9% | 0.82% | −0.13 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.0% | 3.71% | −0.13 |
| ADBE Adobe Inc. | Reduce -1.8% | 0.63% | −0.11 |
| TGT Target Corp. | Reduce -65.8% | 0.05% | −0.11 |
| ALC Alcon Inc. | Reduce -1.3% | 0.41% | −0.11 |
| CHE Chemed Corp. | Reduce -7.5% | 0.38% | −0.09 |
| CPRT Copart Inc. | Reduce -3.4% | 0.40% | −0.08 |
| ZTS Zoetis Inc. | Reduce -2.7% | 0.49% | −0.08 |
| UNP Union Pacific Corp. | Reduce -0.6% | 2.02% | −0.07 |
| IWB iShares Russell 1000 ETF | Reduce -70.4% | 0.03% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 2.43% | −0.07 |
| PM Philip Morris International | Reduce -12.8% | 0.11% | −0.04 |
| AMT American Tower Corp. | Reduce -6.4% | 0.13% | −0.04 |
| GMS GMS Inc. | Sold out | 0.00% | −0.04 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.03 |
| EIPI FT Energy Income ETF | Sold out | 0.00% | −0.03 |
| ATR Aptargroup Inc. | Reduce -27.8% | 0.05% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -12.1% | 0.06% | −0.02 |
| TPL Texas Pacific Land Corp. | Reduce -35.6% | 0.02% | −0.01 |
| ARW Arrow Electronics Inc. | Sold out | 0.00% | −0.01 |
| HON Honeywell International Inc. | Reduce -0.0% | 0.06% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -32.1% | 0.02% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -1.2% | 0.05% | −0.01 |
| DE Deere & Co. | Reduce -0.3% | 0.05% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.7% | 0.36% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -0.2% | 0.70% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.08% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -3.2% | 0.03% | −0.01 |
| POOL Pool Corp. | Reduce -3.2% | 0.28% | −0.01 |
| FIVE FOUNTAINS APARTMENTS, LLC | Sold out | 0.00% | −0.01 |
| ROP Roper Technologies Inc. | Reduce -1.3% | 0.03% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.0% | 0.04% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -2.8% | 0.04% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| VEA Vanguard Ftse Developed ETF | Add +30.1% | 3.07% | +0.70 |
| RSP Invesco S&P 500 Equal Weight | Add +3964.7% | 0.67% | +0.65 |
| CSL Carlisle Cos Inc. | Add +221.3% | 0.62% | +0.39 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 1.17% | +0.27 |
| LOW Lowe's Cos Inc. | Add +13.4% | 1.35% | +0.24 |
| URI United Rentals Inc. | Add +0.8% | 0.83% | +0.14 |
| ABBV Abbvie Inc. | Add +1.1% | 0.57% | +0.09 |
| KLAC KLA Corp. | Add +0.1% | 0.71% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +0.2% | 2.24% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +2.8% | 1.70% | +0.08 |
| SYK Stryker Corp. | Add +30.3% | 0.59% | +0.08 |
| HD Home Depot Inc. | Add +7.6% | 0.58% | +0.06 |
| APH Amphenol Corp. Class A | Add +3.2% | 0.35% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +138.5% | 0.09% | +0.05 |
| BAH Booz Allen Hamilton Holdings | Add +32.6% | 0.21% | +0.03 |
| TJX TJX Companies Inc. | Add +2.3% | 0.28% | +0.03 |
| SCHX Schwab US Large-Cap ETF | New | 0.03% | +0.03 |
| AFG American Financial Group Inc. | Add +2.7% | 0.20% | +0.02 |
| MUSA Murphy USA Inc. | Add +97.1% | 0.05% | +0.02 |
| MPLX MPLX LP | Add +53.1% | 0.07% | +0.02 |
| ACGL Arch Capital Group Ltd. | New | 0.02% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +1.2% | 0.35% | +0.02 |
| WMS Advanced Drainage Systems Inc. | Add +32.9% | 0.05% | +0.02 |
| REM iShares Mortgage Real Estate | Add +84.1% | 0.03% | +0.02 |
| DOL Wisdomtree TR DVLP Intnl-Usd | New | 0.01% | +0.01 |
| NFLX Netflix Inc. | Add +448.4% | 0.02% | +0.01 |
| SCHG Schwab US Large-Cap Growth | New | 0.01% | +0.01 |
| EVR Evercore Inc. Class A | Add +6.4% | 0.06% | +0.01 |
| TMHC Taylor Morrison Home Corp. | Add +36.5% | 0.04% | +0.01 |
| CVX Chevron Corp. | Add +1.4% | 0.30% | +0.01 |
| ACLS Axcelis Technologies Inc. | Add +6.5% | 0.04% | +0.01 |
| HSY The Hershey Co. | Add +1.1% | 0.16% | +0.01 |
| BIZD Vaneck BDC Income ETF | Add +69.6% | 0.03% | +0.01 |
| FINN First Natl of Nebraska Inc. | Add +2.0% | 0.38% | +0.01 |
| SCHM Schwab US Mid Cap ETF | New | 0.01% | +0.01 |
| DON Wisdomtree US Midcap Dividen | New | 0.01% | +0.01 |
| PLD Prologis Inc. | Add +1.8% | 0.19% | +0.01 |
| BLDR Builders Firstsource Inc. | Add +41.2% | 0.03% | +0.01 |
| AAON Aaon Inc. | Add +6.4% | 0.04% | +0.01 |
| LSCC Lattice Semiconductor Corp. | Add +6.4% | 0.02% | +0.01 |
| DEM Wisdomtree Emerging Markets | New | 0.01% | +0.01 |
| CAT Caterpillar Inc. | Add +8.1% | 0.04% | +0.01 |
| CELH Celsius Holdings Inc. | Add +5.5% | 0.04% | +0.01 |
| PH Parker Hannifin Corp. | Add +1.5% | 0.17% | +0.01 |
| SCHV Schwab US Large-Cap Value | Add +125.9% | 0.01% | +0.01 |
| RBLX Roblox Corp. Class A | New | 0.01% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +117.6% | 0.01% | +0.01 |
| FNF Fidelity National Financial | Add +31.6% | 0.03% | +0.01 |
| HWKN Hawkins Inc. | Add +6.4% | 0.03% | +0.01 |
| RTX RTX Corp. | Add +1.3% | 0.06% | +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 |