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| Happy Holidays!! thanks for using AUM13F!! |
| Bridges Investment Management Inc
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| CRD # | 108028 |
| SEC # | 801-57056 |
| CIK # | 0001007295 |
| AUM | $10.4 B (2025-03-31) |
| Employees | 79 (34% Investors, 0% Brokers) |
| Phone | 402-397-4700 |
| Address | 13333 California St Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.5 | ||
| Amazon Com Inc | 0.3 | ||
| Apple Inc | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Nvidia Corp | 0.2 | ||
| Mastercard Inc | 0.2 | ||
| Union Pacific Corp | 0.2 | ||
| J P Morgan Chase & Co | 0.2 | ||
| VISA Inc | 0.1 | ||
| Palo Alto Networks Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 854 | 0.3 |
| (b) Individuals (high net worth individuals) | 747 | 4.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 8 | 0.0 |
| (h) Charitable organizations | 112 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 78 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,870 | 10.4 |
| By Discretionary | ||
| Discretionary | 2,840 | 10.1 |
| Non-Discretionary | 30 | 0.3 |
| Total | 2,870 | 10.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.4 | |
| Total | 2,870 | 10.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Richard Jarvis | 4 | ||
| Art Burtscher | 3 | ||
| Andrea McMahon | 2 | ||
| Michael App | 2 | ||
| Rodney Cerny | 1 | ||
| Edison Bridges III | 1 | ||
| Nicholas Wilwerding | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001007295] | |
| D | [0001007295] |
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