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.

Loading holdings…
AUM
$8.22B

Long-equity book

Holdings
906

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+24 / −19 / ↑246 / ↓67

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

Box 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 value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated 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 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The 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.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 11, 2026.

Assets Under Management
$11.31B
Discretionary
$11.00B
Employees
79
Accounts
3,175
Address
13333 CALIFORNIA ST
SUITE 500
OMAHA, NE 68154
Phone
(402) 397-4700
Mailing Address
PO BOX 542021, OMAHA, NE, 68154-8021
Name Title / Status Ownership Type
BALDI, ROBERT, THOMAS ControlCHIEF COMPLIANCE OFFICER AND SECRETARY
since Aug 2026
Less than 5%Individual
BRIDGES HOLDING COMPANY, INC. ControlSHAREHOLDER
since Jul 2017
75% or moreDomestic Entity
HOLMES, JACK, JOSEPH ControlCHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT, DIRECTOR
since Jul 2024
Less than 5%Individual
Hickman, Riley, N ControlCHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT, DIRECTOR
since Jul 2024
Less than 5%Individual
Luellen, Marietta, Elizabeth ControlEXECUTIVE VICE PRESIDENT
since Oct 2023
Less than 5%Individual
Schulte, Pamela, Sue ControlTREASURER AND DIRECTOR OF FINANCE
since Jul 2024
Less than 5%Individual
WILWERDING, NICHOLAS, ALAN ControlCHIEF EXECUTIVE OFFICER, PRESIDENT, CHAIRMAN, DIRECTOR
since Jul 2024
Less than 5%Individual
APP, MICHAEL, GRAHAMSENIOR VICE PRESIDENT, & DIRECTOR
since Oct 2017
Less than 5%Individual
MCMURRY, MEGAN, MARIEEXECUTIVE VICE PRESIDENT
since Oct 2021
Less than 5%Individual
PLAHN, DOUGLAS, RICHARDSENIOR 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 moreDomestic Entity
MGI HOLDINGS, INC. Control
Indirect owner via BRIDGES HOLDING COMPANY, INC.
SHAREHOLDER
since Jul 2017
75% or moreDomestic 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.

Sep 11, 2026 filing
  • 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
Apr 10, 2026 filing
  • 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
Mar 31, 2026 filing
  • 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
Mar 31, 2025 filing
  • No longer listedBRIDGES, EDSON, LOWELL · OFFICER · Less than 5% · control person · listed since Jul 2024
Jul 30, 2024 filing
  • 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
Jun 30, 2024 filing
  • 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
Jan 31, 2024 filing
  • 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
Nov 3, 2023 filing
  • 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
Apr 14, 2022 filing
  • ChangedKNAUF, MEGAN, MARIE · now a control person
  • ChangedWILWERDING, NICHOLAS, ALAN · now a control person
  • ChangedWoodward, Steven, Howard · now a control person
Mar 29, 2022 filing
  • 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)
Oct 28, 2021 filing
  • ChangedAPP, MICHAEL, GRAHAM · title EXECUTIVE VICE PRESIDENT, & DIRECTOR → SENIOR VICE PRESIDENT, & DIRECTOR
May 8, 2021 filing
  • ChangedWILWERDING, NICHOLAS, ALAN · title SENIOR VICE PRESIDENT → EXECUTIVE VICE PRESIDENT
Mar 26, 2021 filing
  • 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
Sep 6, 2019 filing
  • 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
Mar 30, 2018 filing
  • 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
Aug 16, 2017 filing
  • 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
Mar 26, 2015 filing
  • AddedMILES, BRIAN, ROBERT · VICE PRESIDENT · Less than 5%
Mar 29, 2012 filing (earliest on record)
  • 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.

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
Filing History
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
Filer Information
Address
P.O. BOX 542021
OMAHA, NE 68154
Phone
(402) 397-4700
Filing Manager
BRIDGES INVESTMENT MANAGEMENT INC
OMAHA, NE
Signatory
Nick Wilwerding
CEO