Dutch Bros Inc.
BROS- Exchange
- NYSE
- Industry
- Retail-Eating & Drinking Places
- SEC CIK
- 0001866581
In the last 90 days, Dutch Bros Inc. insiders filed 1 open-market purchase and 0 sales; 559 institutions reported holding it in 13F filings for Q2 2026, worth $9.36B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Dutch Bros Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 150
- +31 vs. Q3 2021
- Shares held
- 82.4M
- +65.8M (+395.9%) vs. Q3 2021
- Total value
- $4.20B
- +$3.48B (+482.9%) vs. Q3 2021
- New holders
- 66
- 50 more added
- Sold out
- 35
- 20 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BROS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 559 | $9.36B |
| Q1 2026 | 510 | $6.68B |
| Q4 2025 | 512 | $7.27B |
| Q3 2025 | 450 | $5.98B |
| Q2 2025 | 492 | $7.23B |
| Q1 2025 | 466 | $6.28B |
| Q4 2024 | 400 | $5.30B |
| Q3 2024 | 347 | $3.33B |
| Q2 2024 | 336 | $4.06B |
| Q1 2024 | 269 | $3.05B |
| Q4 2023 | 232 | $2.89B |
| Q3 2023 | 191 | $2.07B |
| Q2 2023 | 187 | $2.06B |
| Q1 2023 | 187 | $2.35B |
| Q4 2022 | 192 | $2.10B |
| Q3 2022 | 191 | $2.31B |
| Q2 2022 | 186 | $2.37B |
| Q1 2022 | 193 | $4.42B |
| Q4 2021 | 150 | $4.20B |
| Q3 2021 | 120 | $723.7M |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSG Consumer Partners LP | 64,465,503 | $3.28B | 63.77% | +64,465,503 | New |
| FMR LLC | 4,427,026 | $225.4M | 0.02% | +1,823,632+70.0% | Added |
| Vanguard Group Inc | 1,805,122 | $91.9M | 0.00% | +283,659+18.6% | Added |
| Franklin Resources Inc | 1,389,827 | $70.8M | 0.03% | +619,827+80.5% | Added |
| Price T Rowe Associates Inc | 1,086,856 | $55.3M | 0.00% | −369,914−25.4% | Reduced |
| Invesco Ltd. | 900,326 | $45.8M | 0.01% | +691,872+331.9% | Added |
| Alliancebernstein L.P. | 828,613 | $42.2M | 0.01% | +162,300+24.4% | Added |
| Federated Hermes, Inc. | 600,000 | $30.5M | 0.06% | +62,500+11.6% | Added |
| Janus Henderson Group PLC | 535,678 | $27.3M | 0.01% | −137,910−20.5% | Reduced |
| Massachusetts Financial Services Co | 513,022 | $26.1M | 0.01% | −451,044−46.8% | Reduced |
| American Century Companies Inc | 358,385 | $18.2M | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 354,422 | $18.0M | 0.00% | +294,422+490.7% | Added |
| Clearbridge Investments, LLC | 300,200 | $15.3M | 0.01% | +200+0.1% | Added |
| Driehaus Capital Management LLC | 295,226 | $15.0M | 0.15% | +9,822+3.4% | Added |
| D. E. Shaw & Co., Inc. | 272,947 | $13.9M | 0.02% | +272,947 | New |
| Ghisallo Capital Management LLC | 250,000 | $12.7M | 0.63% | 00.0% | Unchanged |
| Millennium Management LLC | 248,017 | $12.6M | 0.01% | −106,098−30.0% | Reduced |
| Becker Capital Management Inc | 237,995 | $12.1M | 0.48% | −221,010−48.1% | Reduced |
| Geode Capital Management, LLC | 201,960 | $10.3M | 0.00% | +201,960 | New |
| Pier Capital, LLC | 195,563 | $9.96M | 1.05% | +195,563 | New |
| Atika Capital Management LLC | 194,000 | $9.88M | 0.81% | +194,000 | New |
| Nuveen Asset Management, LLC | 189,433 | $9.64M | 0.00% | −9,517−4.8% | Reduced |
| State of Michigan Retirement System | 180,000 | $9.16M | 0.05% | 00.0% | Unchanged |
| Morgan Stanley | 173,129 | $8.81M | 0.00% | +104,011+150.5% | Added |
| LPL Financial LLC | 164,430 | $8.37M | 0.01% | +98,666+150.0% | Added |
| Susquehanna International Group, LLP | 155,281 | $7.91M | 0.01% | +19,546+14.4% | Added |
| Lord, Abbett & Co. LLC | 154,818 | $7.88M | 0.02% | +19,818+14.7% | Added |
| Hudson Bay Capital Management LP | 123,000 | $6.26M | 0.07% | +123,000 | New |
| Charles Schwab Investment Management Inc | 116,021 | $5.91M | 0.00% | +116,021 | New |
| Bank of America Corp | 107,607 | $5.48M | 0.00% | +98,546+1,087.6% | Added |
| State of Wisconsin Investment Board | 100,000 | $5.09M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 78,921 | $4.02M | 0.01% | +78,921 | New |
| Kestra Advisory Services, LLC | 76,550 | $3.90M | 0.04% | +18,339+31.5% | Added |
| State Street Corp | 73,200 | $3.73M | 0.00% | +73,200 | New |
| Blueshift Asset Management, LLC | 65,245 | $3.32M | 0.29% | +65,245 | New |
| Commonwealth Equity Services, LLC | 64,235 | $3.27M | 0.01% | +12,679+24.6% | Added |
| Advisor Group Holdings, Inc. | 61,635 | $3.14M | 0.01% | +30,683+99.1% | Added |
| Waratah Capital Advisors Ltd. | 58,327 | $2.97M | 0.14% | +58,327 | New |
| Balyasny Asset Management LLC | 55,106 | $2.81M | 0.01% | −75,780−57.9% | Reduced |
| Woodline Partners LP | 53,714 | $2.73M | 0.04% | −6,286−10.5% | Reduced |
| Northern Trust Corp | 41,962 | $2.14M | 0.00% | +41,962 | New |
| Raymond James Financial Services Advisors, Inc. | 38,642 | $1.97M | 0.00% | +6,550+20.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,346 | $1.95M | 0.01% | +17,764+86.3% | Added |
| Jane Street Group, LLC | 36,421 | $1.85M | 0.00% | +21,481+143.8% | Added |
| Next Century Growth Investors LLC | 35,332 | $1.80M | 0.16% | −41,768−54.2% | Reduced |
| Blair William & Co | 34,919 | $1.78M | 0.01% | +34,919 | New |
| Walleye Capital LLC | 33,973 | $1.73M | 0.06% | −33,907−50.0% | Reduced |
| Cypress Capital Management LLC (WY) | 33,108 | $1.69M | 1.41% | +32,908+16,454.0% | Added |
| TD Asset Management Inc | 32,164 | $1.64M | 0.00% | +17,452+118.6% | Added |
| Wells Fargo & Company | 29,795 | $1.52M | 0.00% | +10,422+53.8% | Added |
| Bank of New York Mellon Corp | 27,265 | $1.39M | 0.00% | −368,102−93.1% | Reduced |
| Raymond James & Associates | 25,565 | $1.30M | 0.00% | +8,696+51.6% | Added |
| Financial Advocates Investment Management | 24,995 | $1.27M | 0.09% | +5,533+28.4% | Added |
| Seven Grand Managers, LLC | 25,000 | $1.27M | 1.22% | +25,000 | New |
| Virtu Financial LLC | 22,566 | $1.15M | 0.12% | +9,626+74.4% | Added |
| PEAK6 Investments LLC | 20,669 | $1.05M | 0.03% | +20,669 | New |
| TRUE Private Wealth Advisors | 19,189 | $976.0K | 0.14% | +5,469+39.9% | Added |
| Man Group plc | 18,961 | $965.0K | 0.00% | +18,961 | New |
| Baird Financial Group, Inc. | 18,540 | $944.0K | 0.00% | +11,302+156.1% | Added |
| Kingsview Wealth Management, LLC | 16,820 | $856.0K | 0.04% | +8,744+108.3% | Added |
| Triton Wealth Management, PLLC | 14,219 | $776.0K | 0.40% | −323−2.2% | Reduced |
| Wealth Management Partners, LLC | 15,000 | $764.0K | 0.52% | +15,000 | New |
| Fred Alger Management, LLC | 14,543 | $740.0K | 0.00% | +2,162+17.5% | Added |
| Tower Research Capital LLC (TRC) | 13,952 | $710.0K | 0.01% | +13,952 | New |
| Lyon Street Capital, LLC | 12,500 | $636.0K | 0.63% | +12,500 | New |
| CenterStar Asset Management, LLC | – | $598.0K | 0.46% | – | New |
| Sigma Planning Corp | 9,539 | $486.0K | 0.01% | +9,539 | New |
| Royal Bank of Canada | 9,401 | $478.0K | 0.00% | +7,484+390.4% | Added |
| UBS Group AG | 9,202 | $468.0K | 0.00% | +8,191+810.2% | Added |
| Belpointe Asset Management LLC | 9,173 | $463.0K | 0.03% | −9,957−52.0% | Reduced |
| HighTower Advisors, LLC | 8,243 | $419.0K | 0.00% | +8,243 | New |
| Parallax Volatility Advisers, L.P. | 8,146 | $415.0K | 0.01% | +8,146 | New |
| Summit Wealth & Retirement Planning, Inc. | 8,092 | $412.0K | 0.14% | +8,092 | New |
| Goldman Sachs Group Inc | 8,051 | $410.0K | 0.00% | −97,327−92.4% | Reduced |
| Wolverine Trading, LLC | 7,789 | $406.0K | 0.01% | +7,789 | New |
| Cetera Advisors LLC | 7,738 | $394.0K | 0.01% | +7,738 | New |
| Keudell/Morrison Wealth Management | 7,656 | $390.0K | 0.15% | +1,411+22.6% | Added |
| Symmetry Investments LP | 7,601 | $387.0K | 0.20% | +7,601 | New |
| Matisse Capital | 7,339 | $374.0K | 0.26% | +7,339 | New |
| U.S. Capital Wealth Advisors, LLC | 7,350 | $374.0K | 0.01% | +7,350 | New |
| Dakota Wealth Management | 7,251 | $369.0K | 0.04% | +7,251 | New |
| Squarepoint Ops LLC | 7,252 | $369.0K | 0.00% | +7,252 | New |
| Independent Advisor Alliance | 7,220 | $368.0K | 0.02% | +7,220 | New |
| Two Sigma Advisers, LP | 7,200 | $367.0K | 0.00% | +7,200 | New |
| CIBC Asset Management Inc | 6,953 | $354.0K | 0.00% | +6,953 | New |
| Tilia Fiduciary Partners, Inc. | 6,831 | $348.0K | 0.28% | +6,831 | New |
| Marshall Wace, LLP | 6,715 | $342.0K | 0.00% | +6,715 | New |
| Steward Partners Investment Advisory, LLC | 6,500 | $331.0K | 0.01% | +5,750+766.7% | Added |
| Cubist Systematic Strategies, LLC | 6,484 | $330.0K | 0.00% | +6,284+3,142.0% | Added |
| American Portfolios Advisors | 6,250 | $318.2K | 0.01% | +6,050+3,025.0% | Added |
| JPMorgan Chase & Co | 6,043 | $308.0K | 0.00% | +6,043 | New |
| Bennett Selby Investments LP | 5,904 | $301.0K | 0.17% | +5,904 | New |
| Ameriprise Financial Inc | 5,495 | $280.0K | 0.00% | +5,495 | New |
| National Asset Management, Inc. | 5,230 | $267.0K | 0.01% | +5,230 | New |
| Kestra Private Wealth Services, LLC | 5,047 | $257.0K | 0.01% | +5,047 | New |
| CIBC Private Wealth Group, LLC | 4,925 | $251.0K | 0.00% | +4,925 | New |
| Cetera Investment Advisers | 4,764 | $243.0K | 0.00% | +83+1.8% | Added |
| Berger Financial Group, Inc | 4,676 | $238.0K | 0.03% | +4,676 | New |
| Caas Capital Management LP | 4,633 | $236.0K | 0.02% | −125,367−96.4% | Reduced |
| SeaCrest Wealth Management, LLC | 4,526 | $230.0K | 0.03% | +4,526 | New |