Filed: 11/1/2024ACC: 0001007295-24-000006
📋 What this filing means
BRIDGES INVESTMENT MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 402 equity positions with a total reported market value of $7.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
402
Positions
$7.15B
Total AUM (reported)
43.79M
Total Shares
Allocation by class
COM$5.95B83.2%
ETF$1.17B16.4%
MLP$15.49M0.2%
ADR$12.95M0.2%
Portfolio Concentration
Top 3$1.13B15.8%
4–10$1.59B22.2%
11–25$1.81B25.3%
Rest$2.63B36.7%
Top 3 weight
15.8%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 39.58M
Sole
Full voting authority
39.15M
shares
% of voting shares98.9%
Shared
Joint voting authority
274.50K
shares
% of voting shares0.7%
None
No voting authority
149.68K
shares
% of voting shares0.4%
Investment Discretion (by position count)
Sole308
Shared0
Other94
Dominant voting typeSole · 98.9% of voting shares
Institutional Holdings402
Rows:
MICROSOFT CORP COM
SOLEShares966.12K
TypeSH
Market value$415.72M
5.81%
Sole
549.97K
Shared
3.60K
None
0.00
APPLE INC
SOLEShares1.77M
TypeSH
Market value$411.35M
5.75%
Sole
1.71M
Shared
35.24K
None
20.65K
AMAZON.COM INC
SOLEShares1.62M
TypeSH
Market value$301.81M
4.22%
Sole
1.60M
Shared
8.73K
None
8.95K
BERKSHIRE HATHAWAY INC CLASS A
SOLEShares404.00
TypeSH
Market value$279.24M
3.90%
Sole
403.00
Shared
0.00
None
1.00
ALPHABET INC CL A
SOLEShares1.67M
TypeSH
Market value$276.48M
3.86%
Sole
881.06K
Shared
6.08K
None
0.00
ISHARES CORE S&P MID CAP ETF
SOLEShares4.20M
TypeSH
Market value$261.53M
3.66%
Sole
2.99M
Shared
36.77K
None
0.00
MASTERCARD
SOLEShares412.16K
TypeSH
Market value$203.53M
2.85%
Sole
396.46K
Shared
13.65K
None
2.04K
NVIDIA CORPORATION
SOLEShares1.64M
TypeSH
Market value$199.56M
2.79%
Sole
1.63M
Shared
4.60K
None
6.40K
BERKSHIRE HATHAWAY INC CLASS B
SOLEShares408.83K
TypeSH
Market value$188.17M
2.63%
Sole
403.11K
Shared
3.81K
None
1.91K
UNITEDHEALTH GROUP INC COM
SOLEShares306.41K
TypeSH
Market value$179.15M
2.50%
Sole
304.20K
Shared
1.72K
None
495.00
UNION PACIFIC CORP COM
SOLEShares697.65K
TypeSH
Market value$171.96M
2.40%
Sole
684.71K
Shared
9.81K
None
3.13K
ISHARES CORE S&P SMALL CAP ETF
SOLEShares1.38M
TypeSH
Market value$161.25M
2.25%
Sole
1M
Shared
12.36K
None
0.00
VANGUARD FTSE DEVELOPED MARKET
SOLEShares3.05M
TypeSH
Market value$160.85M
2.25%
Sole
2.59M
Shared
8.89K
None
0.00
VANGUARD FTSE EMERGING MARKETS
SOLEShares2.91M
TypeSH
Market value$139.38M
1.95%
Sole
2.32M
Shared
14.14K
None
0.00
OLD DOMINION FREIGHT LINE, INC
SOLEShares694.62K
TypeSH
Market value$137.98M
1.93%
Sole
688.35K
Shared
3.16K
None
3.11K
PALO ALTO NETWORKS INC COM
SOLEShares361.37K
TypeSH
Market value$123.52M
1.73%
Sole
358.94K
Shared
1.80K
None
623.00
VISA INC. CLASS A
SOLEShares442.51K
TypeSH
Market value$121.67M
1.70%
Sole
428.21K
Shared
11.27K
None
3.04K
JPMORGAN CHASE & CO COM
SOLEShares552.32K
TypeSH
Market value$116.46M
1.63%
Sole
546.49K
Shared
3.33K
None
2.50K
PROGRESSIVE CORP
SOLEShares424.36K
TypeSH
Market value$107.69M
1.51%
Sole
421.83K
Shared
1.16K
None
1.38K
S & P GLOBAL INC
SOLEShares206.07K
TypeSH
Market value$106.46M
1.49%
Sole
205.12K
Shared
765.00
None
183.00
LOWES COMPANIES COM
SOLEShares375.44K
TypeSH
Market value$101.69M
1.42%
Sole
372.45K
Shared
1.94K
None
1.05K
META PLATFORMS INC
SOLEShares174.82K
TypeSH
Market value$100.08M
1.40%
Sole
172.85K
Shared
1.01K
None
953.00
ISHARES CORE S&P 500 ETF
SOLEShares151.92K
TypeSH
Market value$87.63M
1.23%
Sole
107.08K
Shared
0.00
None
0.00
BLACKROCK, INC.
SOLEShares91.29K
TypeSH
Market value$86.68M
1.21%
Sole
90.17K
Shared
740.00
None
378.00
ISHARES RUSSELL 1000 GROWTH ET
SOLEShares230.41K
TypeSH
Market value$86.49M
1.21%
Sole
228.06K
Shared
2.25K
None
95.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | COM | 966.12K | SH | $415.72M 5.81% | 549.97K | 3.60K | 0.00 |
APPLE INCSOLE | COM | 1.77M | SH | $411.35M 5.75% | 1.71M | 35.24K | 20.65K |
AMAZON.COM INCSOLE | COM | 1.62M | SH | $301.81M 4.22% | 1.60M | 8.73K | 8.95K |
BERKSHIRE HATHAWAY INC CLASS ASOLE | COM | 404.00 | SH | $279.24M 3.90% | 403.00 | 0.00 | 1.00 |
ALPHABET INC CL ASOLE | COM | 1.67M | SH | $276.48M 3.86% | 881.06K | 6.08K | 0.00 |
ISHARES CORE S&P MID CAP ETFSOLE | ETF | 4.20M | SH | $261.53M 3.66% | 2.99M | 36.77K | 0.00 |
MASTERCARDSOLE | COM | 412.16K | SH | $203.53M 2.85% | 396.46K | 13.65K | 2.04K |
NVIDIA CORPORATIONSOLE | COM | 1.64M | SH | $199.56M 2.79% | 1.63M | 4.60K | 6.40K |
BERKSHIRE HATHAWAY INC CLASS BSOLE | COM | 408.83K | SH | $188.17M 2.63% | 403.11K | 3.81K | 1.91K |
UNITEDHEALTH GROUP INC COMSOLE | COM | 306.41K | SH | $179.15M 2.50% | 304.20K | 1.72K | 495.00 |
UNION PACIFIC CORP COMSOLE | COM | 697.65K | SH | $171.96M 2.40% | 684.71K | 9.81K | 3.13K |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 1.38M | SH | $161.25M 2.25% | 1M | 12.36K | 0.00 |
VANGUARD FTSE DEVELOPED MARKETSOLE | ETF | 3.05M | SH | $160.85M 2.25% | 2.59M | 8.89K | 0.00 |
VANGUARD FTSE EMERGING MARKETSSOLE | ETF | 2.91M | SH | $139.38M 1.95% | 2.32M | 14.14K | 0.00 |
OLD DOMINION FREIGHT LINE, INCSOLE | COM | 694.62K | SH | $137.98M 1.93% | 688.35K | 3.16K | 3.11K |
PALO ALTO NETWORKS INC COMSOLE | COM | 361.37K | SH | $123.52M 1.73% | 358.94K | 1.80K | 623.00 |
VISA INC. CLASS ASOLE | COM | 442.51K | SH | $121.67M 1.70% | 428.21K | 11.27K | 3.04K |
JPMORGAN CHASE & CO COMSOLE | COM | 552.32K | SH | $116.46M 1.63% | 546.49K | 3.33K | 2.50K |
PROGRESSIVE CORPSOLE | COM | 424.36K | SH | $107.69M 1.51% | 421.83K | 1.16K | 1.38K |
S & P GLOBAL INCSOLE | COM | 206.07K | SH | $106.46M 1.49% | 205.12K | 765.00 | 183.00 |
LOWES COMPANIES COMSOLE | COM | 375.44K | SH | $101.69M 1.42% | 372.45K | 1.94K | 1.05K |
META PLATFORMS INCSOLE | COM | 174.82K | SH | $100.08M 1.40% | 172.85K | 1.01K | 953.00 |
ISHARES CORE S&P 500 ETFSOLE | ETF | 151.92K | SH | $87.63M 1.23% | 107.08K | 0.00 | 0.00 |
BLACKROCK, INC.SOLE | COM | 91.29K | SH | $86.68M 1.21% | 90.17K | 740.00 | 378.00 |
ISHARES RUSSELL 1000 GROWTH ETSOLE | ETF | 230.41K | SH | $86.49M 1.21% | 228.06K | 2.25K | 95.00 |
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