BRIDGES INVESTMENT MANAGEMENT INC — 13F Holdings & Portfolio
CIK 1007295 · latest 13F-HR filed 2026-08-07
BRIDGES INVESTMENT MANAGEMENT INC manages $8.22B in 13F-reported U.S. long-equity assets across 906 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (2.75%), IJH (2.43%), GOOGL (2.34%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 24 new positions and exited 19; 246 existing positions rose in reported value and 67 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-07
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 38.8%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Sep 11, 2026.
SUITE 500
OMAHA, NE 68154
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BALDI, ROBERT, THOMAS Control | CHIEF COMPLIANCE OFFICER AND SECRETARY since Aug 2026 | Less than 5% | Individual |
| BRIDGES HOLDING COMPANY, INC. Control | SHAREHOLDER since Jul 2017 | 75% or more | Domestic Entity |
| HOLMES, JACK, JOSEPH Control | CHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT, DIRECTOR since Jul 2024 | Less than 5% | Individual |
| Hickman, Riley, N Control | CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT, DIRECTOR since Jul 2024 | Less than 5% | Individual |
| Luellen, Marietta, Elizabeth Control | EXECUTIVE VICE PRESIDENT since Oct 2023 | Less than 5% | Individual |
| Schulte, Pamela, Sue Control | TREASURER AND DIRECTOR OF FINANCE since Jul 2024 | Less than 5% | Individual |
| WILWERDING, NICHOLAS, ALAN Control | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHAIRMAN, DIRECTOR since Jul 2024 | Less than 5% | Individual |
| APP, MICHAEL, GRAHAM | SENIOR VICE PRESIDENT, & DIRECTOR since Oct 2017 | Less than 5% | Individual |
| MCMURRY, MEGAN, MARIE | EXECUTIVE VICE PRESIDENT since Oct 2021 | Less than 5% | Individual |
| PLAHN, DOUGLAS, RICHARD | SENIOR VICE PRESIDENT & DIRECTOR since Nov 2006 | Less than 5% | Individual |
| MCCARTHY GROUP, LLC Control Indirect owner via MGI HOLDINGS, INC. | SHAREHOLDER since Dec 2006 | 75% or more | Domestic Entity |
| MGI HOLDINGS, INC. Control Indirect owner via BRIDGES HOLDING COMPANY, INC. | SHAREHOLDER since Jul 2017 | 75% or more | Domestic Entity |
Ownership & leadership changes · 17 filings with changes since Mar 29, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedWoodward, Steven, Howard · CHIEF COMPLIANCE OFFICER, SECRETARY · Less than 5% · control person · listed since Dec 2023
- AddedBALDI, ROBERT, THOMAS · CHIEF COMPLIANCE OFFICER AND SECRETARY · Less than 5% · control person
- ChangedMCCARTHY GROUP, LLC · indirect via MGI HOLDINGS, INC.: ownership 50–75% → 75% or more
- ChangedMGI HOLDINGS, INC. · indirect via BRIDGES HOLDING COMPANY, INC.: ownership 50–75% → 75% or more
- No longer listedDODGE, NANCY, K · VICE PRESIDENT · Less than 5% · listed since Mar 2006
- No longer listedGRANT, DEBORAH, LEE · VICE PRESIDENT · Less than 5% · listed since Mar 2006
- No longer listedBRIDGES, EDSON, LOWELL · OFFICER · Less than 5% · control person · listed since Jul 2024
- AddedSchulte, Pamela, Sue · TREASURER AND DIRECTOR OF FINANCE · Less than 5% · control person
- ChangedBRIDGES, EDSON, LOWELL · title CHAIRMAN, CEO & DIRECTOR → OFFICER
- ChangedHOLMES, JACK, JOSEPH · title SENIOR VICE PRESIDENT → CHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT, DIRECTOR
- ChangedHickman, Riley, N · title EXECUTIVE VICE PRESIDENT → CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT, DIRECTOR
- ChangedWILWERDING, NICHOLAS, ALAN · title PRESIDENT, CHIEF OPERATING OFFICER, TREASURER, DIRECTOR → CHIEF EXECUTIVE OFFICER, PRESIDENT, CHAIRMAN, DIRECTOR
- No longer listedKIRKPATRICK, BRIAN, MICHAEL · SENIOR VICE PRESIDENT & DIRECTOR · Less than 5% · listed since Nov 2006
- No longer listedMILES, BRIAN, ROBERT · SENIOR VICE PRESIDENT · Less than 5% · listed since Dec 2023
- AddedHOLMES, JACK, JOSEPH · SENIOR VICE PRESIDENT · Less than 5% · control person
- No longer listedKNAUF, MEGAN, MARIE · SECRETARY & TREASURER · Less than 5% · control person · listed since Feb 2021
- ChangedMILES, BRIAN, ROBERT · title SENIOR VICE PRESIDENT & DIRECTOR → SENIOR VICE PRESIDENT
- ChangedWILWERDING, NICHOLAS, ALAN · title PRESIDENT, CHIEF OPERATING OFFICER → PRESIDENT, CHIEF OPERATING OFFICER, TREASURER, DIRECTOR
- ChangedWoodward, Steven, Howard · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER, SECRETARY
- AddedHickman, Riley, N · EXECUTIVE VICE PRESIDENT · Less than 5% · control person
- AddedLuellen, Marietta, Elizabeth · EXECUTIVE VICE PRESIDENT · Less than 5% · control person
- ChangedMCMURRY, MEGAN, MARIE · title SENIOR VICE PRESIDENT → EXECUTIVE VICE PRESIDENT
- ChangedKNAUF, MEGAN, MARIE · now a control person
- ChangedWILWERDING, NICHOLAS, ALAN · now a control person
- ChangedWoodward, Steven, Howard · now a control person
- No longer listedDAVIDSON, FELIX, BEARD · CHIEF OPERATING OFFICER · Less than 5% · listed since Apr 2019
- ChangedBRIDGES, EDSON, LOWELL · title CHAIRMAN, PRESIDENT, CEO & DIRECTOR → CHAIRMAN, CEO & DIRECTOR
- ChangedWILWERDING, NICHOLAS, ALAN · title EXECUTIVE VICE PRESIDENT → PRESIDENT, CHIEF OPERATING OFFICER
Older changes (8 more filings)
- ChangedAPP, MICHAEL, GRAHAM · title EXECUTIVE VICE PRESIDENT, & DIRECTOR → SENIOR VICE PRESIDENT, & DIRECTOR
- ChangedWILWERDING, NICHOLAS, ALAN · title SENIOR VICE PRESIDENT → EXECUTIVE VICE PRESIDENT
- AddedKNAUF, MEGAN, MARIE · SECRETARY & TREASURER · Less than 5%
- ChangedMCMURRY, MEGAN, MARIE · title VICE PRESIDENT → SENIOR VICE PRESIDENT
- ChangedMILES, BRIAN, ROBERT · title SENIOR VICE PRESIDENT, SECRETARY & DIRECTOR → SENIOR VICE PRESIDENT & DIRECTOR
- AddedDAVIDSON, FELIX, BEARD · CHIEF OPERATING OFFICER · Less than 5%
- AddedMCMURRY, MEGAN, MARIE · VICE PRESIDENT · Less than 5%
- AddedWoodward, Steven, Howard · CHIEF COMPLIANCE OFFICER · Less than 5%
- ChangedKIRKPATRICK, BRIAN, MICHAEL · title SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER, & DIRECTOR → SENIOR VICE PRESIDENT & DIRECTOR
- No longer listedMGI HOLDINGS, INC. · SHAREHOLDER · 50–75% · indirect via BRIDGES HOLDING COMPANY · control person · listed since Jul 2017
- No longer listedROHLOFF, PATRICIA, SARAH · VICE PRESIDENT & CLASS A SHAREHOLDER · Less than 5% · listed since Nov 1999
- AddedAPP, MICHAEL, GRAHAM · EXECUTIVE VICE PRESIDENT, & DIRECTOR · Less than 5%
- AddedBRIDGES HOLDING COMPANY, INC. · SHAREHOLDER · 75% or more · control person
- AddedMGI HOLDINGS, INC. · SHAREHOLDER · 50–75% · indirect via BRIDGES HOLDING COMPANY, INC. · control person
- AddedWILWERDING, NICHOLAS, ALAN · SENIOR VICE PRESIDENT · Less than 5%
- ChangedBRIDGES, EDSON, LOWELL · title PRESIDENT, CEO, DIRECTOR, & CLASS A SHAREHOLDER → CHAIRMAN, PRESIDENT, CEO & DIRECTOR; ownership 75% or more → Less than 5%
- ChangedDODGE, NANCY, K · title SENIOR VICE PRESIDENT & CLASS A SHAREHOLDER → VICE PRESIDENT
- ChangedGRANT, DEBORAH, LEE · title SENIOR VICE PRESIDENT, DIRECTOR & CLASS A SHAREHOLDER → VICE PRESIDENT
- ChangedKIRKPATRICK, BRIAN, MICHAEL · title SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER, DIRECTOR & CLASS A SHAREHOLDER → SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER, & DIRECTOR
- ChangedMCCARTHY GROUP, LLC · indirect via MGI HOLDINGS, INC.: ownership 75% or more → 50–75%
- ChangedMILES, BRIAN, ROBERT · title VICE PRESIDENT → SENIOR VICE PRESIDENT, SECRETARY & DIRECTOR
- ChangedPLAHN, DOUGLAS, RICHARD · title SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, DIRECTOR & CLASS A SHAREHOLDER → SENIOR VICE PRESIDENT & DIRECTOR
- No longer listedBRIDGES II, EDSON, LOWELL · DIRECTOR & CLASS A SHAREHOLDER · Less than 5% · control person · listed since Mar 2006
- No longer listedMASON, MARY, ANN · SENIOR VICE PRESIDENT, SECRETARY, TREASURER & CLASS A SHAREHOLDER · Less than 5% · listed since Mar 2006
- AddedMCCARTHY GROUP, LLC · SHAREHOLDER · 75% or more · indirect via MGI HOLDINGS, INC. · control person
- AddedMGI HOLDINGS, INC. · SHAREHOLDER · 50–75% · indirect via BRIDGES HOLDING COMPANY · control person
- AddedMILES, BRIAN, ROBERT · VICE PRESIDENT · Less than 5%
- ListedBRIDGES II, EDSON, LOWELL · DIRECTOR & CLASS A SHAREHOLDER · Less than 5% · control person
- ListedBRIDGES, EDSON, LOWELL · PRESIDENT, CEO, DIRECTOR, & CLASS A SHAREHOLDER · 75% or more · control person
- ListedDODGE, NANCY, K · SENIOR VICE PRESIDENT & CLASS A SHAREHOLDER · Less than 5%
- ListedGRANT, DEBORAH, LEE · SENIOR VICE PRESIDENT, DIRECTOR & CLASS A SHAREHOLDER · Less than 5%
- ListedKIRKPATRICK, BRIAN, MICHAEL · SENIOR VICE PRESIDENT, DIRECTOR OF RESEARCH, CHIEF COMPLIANCE OFFICER, DIRECTOR & CLASS A SHAREHOLDER · Less than 5%
- ListedMASON, MARY, ANN · SENIOR VICE PRESIDENT, SECRETARY, TREASURER & CLASS A SHAREHOLDER · Less than 5%
- ListedPLAHN, DOUGLAS, RICHARD · SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, DIRECTOR & CLASS A SHAREHOLDER · Less than 5%
- ListedROHLOFF, PATRICIA, SARAH · VICE PRESIDENT & CLASS A SHAREHOLDER · Less than 5%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- PALO ALTO NETWORKS INC COM$126.2M +119.9%
- KLA CORP COM$88.9M +144.7%
- ALPHABET INC CL A$68.6M +17.9%
- ISHARES CORE S&P MID CAP ETF$59.1M +15.1%
- BROADCOM INC$50.9M +49.1%
Top Trims
- ZOETIS INC-$27.9M -95.0%
- EOG RESOURCES INC.-$25.2M -52.1%
- CHEMED CORP COM-$22.7M -91.3%
- ADOBE INC COM-$19.9M -78.9%
- UNION PACIFIC CORP COM-$13.6M -9.4%
New Positions
- NETFLIX$20.6M
- HONEYWELL INTL INC$2.5M
- HONEYWELL AEROSPACE INC$2.5M
- GLOBAL X U.S. INFRASTRUCTURE D$1.1M
- INTL FLAVORS & FRAGRANCE$625.8K
Exited Positions
- HONEYWELL INTERNATIONAL INC CO$5.0M
- STANLEY BLACK & DECKER, INC.$485.7K
- MCCORMICK & COMPANY, INC.$453.5K
- ITT CORP$392.5K
- ISHARES MSCI ACWI ETF$347.9K
BRIDGES INVESTMENT MANAGEMENT INC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC CL A | GOOGL | 02079K305 | $226.5M | 2.75% | 633,715 | SH |
| 2 | ISHARES CORE S&P MID CAP ETF | IJH | 464287507 | $199.9M | 2.43% | 2,592,288 | SH |
| 3 | ALPHABET INC CL A | GOOGL | 02079K305 | $192.8M | 2.34% | 539,504 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $174.0M | 2.12% | 869,535 | SH |
| 5 | MICROSOFT CORP COM | MSFT | 594918104 | $166.9M | 2.03% | 447,502 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $163.8M | 1.99% | 566,157 | SH |
| 7 | AMAZON.COM INC | AMZN | 023135106 | $159.0M | 1.93% | 666,992 | SH |
| 8 | BERKSHIRE HATHAWAY INC CLASS A | BRK.A | 084670108 | $157.3M | 1.91% | 210 | SH |
| 9 | AMAZON.COM INC | AMZN | 023135106 | $150.0M | 1.82% | 629,210 | SH |
| 10 | VANGUARD FTSE DEVELOPED MARKET | VEA | 921943858 | $148.2M | 1.80% | 2,079,804 | SH |
| 11 | ISHARES CORE S&P MID CAP ETF | IJH | 464287507 | $145.0M | 1.76% | 1,880,370 | SH |
| 12 | APPLE INC | AAPL | 037833100 | $144.3M | 1.76% | 498,812 | SH |
| 13 | MICROSOFT CORP COM | MSFT | 594918104 | $143.9M | 1.75% | 385,660 | SH |
| 14 | PALO ALTO NETWORKS INC COM | PANW | 697435105 | $116.1M | 1.41% | 340,306 | SH |
| 15 | ISHARES CORE S&P SMALL CAP ETF | IJR | 464287804 | $105.6M | 1.28% | 712,241 | SH |
| 16 | ISHARES CORE S&P MID CAP ETF | IJH | 464287507 | $104.7M | 1.27% | 1,358,227 | SH |
| 17 | VANGUARD FTSE DEVELOPED MARKET | VEA | 921943858 | $103.4M | 1.26% | 1,451,610 | SH |
| 18 | PALO ALTO NETWORKS INC COM | PANW | 697435105 | $97.5M | 1.19% | 285,833 | SH |
| 19 | MASTERCARD | MA | 57636Q104 | $96.8M | 1.18% | 188,549 | SH |
| 20 | BERKSHIRE HATHAWAY INC CLASS B | BRK.B | 084670702 | $95.5M | 1.16% | 190,910 | SH |
| 21 | ISHARES CORE S&P 500 ETF | IVV | 464287200 | $88.3M | 1.07% | 117,895 | SH |
| 22 | JPMORGAN CHASE & CO COM | JPM | 46625H100 | $85.2M | 1.04% | 260,328 | SH |
| 23 | NVIDIA CORPORATION | NVDA | 67066G104 | $83.8M | 1.02% | 418,772 | SH |
| 24 | VANGUARD FTSE EMERGING MARKETS | VWO | 922042858 | $82.3M | 1.00% | 1,378,943 | SH |
| 25 | KLA CORP COM | KLAC | 482480100 | $80.9M | 0.98% | 268,075 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $80.6M | 0.98% | 213,280 | SH |
| 27 | MASTERCARD | MA | 57636Q104 | $77.7M | 0.94% | 151,219 | SH |
| 28 | VANGUARD FTSE EMERGING MARKETS | VWO | 922042858 | $77.5M | 0.94% | 1,297,912 | SH |
| 29 | CASEYS GEN STORES COM | CASY | 147528103 | $77.3M | 0.94% | 97,227 | SH |
| 30 | UNION PACIFIC CORP COM | UNP | 907818108 | $74.6M | 0.91% | 274,221 | SH |
| 31 | VISA INC. CLASS A | V | 92826C839 | $70.3M | 0.85% | 204,878 | SH |
| 32 | OLD DOMINION FREIGHT LINE, INC | ODFL | 679580100 | $69.7M | 0.85% | 321,562 | SH |
| 33 | META PLATFORMS INC | META | 30303M102 | $66.4M | 0.81% | 117,909 | SH |
| 34 | VANGUARD FTSE DEVELOPED MARKET | VEA | 921943858 | $65.7M | 0.80% | 922,500 | SH |
| 35 | KLA CORP COM | KLAC | 482480100 | $63.4M | 0.77% | 210,052 | SH |
| 36 | BROADCOM INC | AVGO | 11135F101 | $63.0M | 0.77% | 166,845 | SH |
| 37 | JPMORGAN CHASE & CO COM | JPM | 46625H100 | $62.9M | 0.76% | 192,029 | SH |
| 38 | BERKSHIRE HATHAWAY INC CLASS B | BRK.B | 084670702 | $61.1M | 0.74% | 122,195 | SH |
| 39 | OLD DOMINION FREIGHT LINE, INC | ODFL | 679580100 | $59.8M | 0.73% | 276,046 | SH |
| 40 | UNITED RENTALS INC COM | URI | 911363109 | $59.8M | 0.73% | 52,745 | SH |
| 41 | VISA INC. CLASS A | V | 92826C839 | $59.1M | 0.72% | 172,176 | SH |
| 42 | ISHARES CORE S&P 500 ETF | IVV | 464287200 | $58.3M | 0.71% | 77,877 | SH |
| 43 | ISHARES CORE S&P SMALL CAP ETF | IJR | 464287804 | $57.8M | 0.70% | 389,438 | SH |
| 44 | ALPHABET INC CL C | GOOG | 02079K107 | $53.7M | 0.65% | 151,903 | SH |
| 45 | WELLS FARGO & CO DEL COM | WFC | 949746101 | $53.0M | 0.64% | 641,358 | SH |
| 46 | ISHARES RUSSELL 1000 GROWTH ET | IWF | 464287614 | $52.2M | 0.63% | 420,494 | SH |
| 47 | S & P GLOBAL INC | SPGI | 78409V104 | $49.9M | 0.61% | 122,569 | SH |
| 48 | BERKSHIRE HATHAWAY INC CLASS A | BRK.A | 084670108 | $47.9M | 0.58% | 64 | SH |
| 49 | VANGUARD FTSE EMERGING MARKETS | VWO | 922042858 | $47.9M | 0.58% | 802,423 | SH |
| 50 | UNION PACIFIC CORP COM | UNP | 907818108 | $47.8M | 0.58% | 175,685 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $8.22B | 906 | 0001007295-26-000005 |
| 2026-03-31 | 2026-05-04 | $7.38B | 890 | 0001007295-26-000004 |
| 2025-12-31 | 2026-02-10 | $7.88B | 869 | 0001007295-26-000001 |
OMAHA, NE 68154