Skip to main content

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.

Q4 2021 vs. Q3 2021

How the institutions holding Dutch Bros Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of BROS: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1201150+31
Shares16.7M83.4K82.4M+65.8M (+395.9%)
Value$723.7M$3.61M$4.20B+$3.48B (+482.9%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (66)

Institutions that held Dutch Bros Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to BROS in Q4 2021
InstitutionSharesValue% of portfolio
TSG Consumer Partners LP64,465,503$3.28B63.77%
D. E. Shaw & Co., Inc.272,947$13.9M0.02%
Geode Capital Management, LLC201,960$10.3M0.00%
Pier Capital, LLC195,563$9.96M1.05%
Atika Capital Management LLC194,000$9.88M0.81%
Hudson Bay Capital Management LP123,000$6.26M0.07%
Charles Schwab Investment Management Inc116,021$5.91M0.00%
Stifel Financial Corp78,921$4.02M0.01%
State Street Corp73,200$3.73M0.00%
Blueshift Asset Management, LLC65,245$3.32M0.29%
Waratah Capital Advisors Ltd.58,327$2.97M0.14%
Northern Trust Corp41,962$2.14M0.00%
Blair William & Co34,919$1.78M0.01%
Seven Grand Managers, LLC25,000$1.27M1.22%
PEAK6 Investments LLC20,669$1.05M0.03%
Man Group plc18,961$965.0K0.00%
Wealth Management Partners, LLC15,000$764.0K0.52%
Tower Research Capital LLC (TRC)13,952$710.0K0.01%
Lyon Street Capital, LLC12,500$636.0K0.63%
CenterStar Asset Management, LLC–$598.0K0.46%
Sigma Planning Corp9,539$486.0K0.01%
HighTower Advisors, LLC8,243$419.0K0.00%
Parallax Volatility Advisers, L.P.8,146$415.0K0.01%
Summit Wealth & Retirement Planning, Inc.8,092$412.0K0.14%
Wolverine Trading, LLC7,789$406.0K0.01%
Cetera Advisors LLC7,738$394.0K0.01%
Symmetry Investments LP7,601$387.0K0.20%
Matisse Capital7,339$374.0K0.26%
U.S. Capital Wealth Advisors, LLC7,350$374.0K0.01%
Dakota Wealth Management7,251$369.0K0.04%
Squarepoint Ops LLC7,252$369.0K0.00%
Independent Advisor Alliance7,220$368.0K0.02%
Two Sigma Advisers, LP7,200$367.0K0.00%
CIBC Asset Management Inc6,953$354.0K0.00%
Tilia Fiduciary Partners, Inc.6,831$348.0K0.28%
Marshall Wace, LLP6,715$342.0K0.00%
JPMorgan Chase & Co6,043$308.0K0.00%
Bennett Selby Investments LP5,904$301.0K0.17%
Ameriprise Financial Inc5,495$280.0K0.00%
National Asset Management, Inc.5,230$267.0K0.01%
Kestra Private Wealth Services, LLC5,047$257.0K0.01%
CIBC Private Wealth Group, LLC4,925$251.0K0.00%
Berger Financial Group, Inc4,676$238.0K0.03%
SeaCrest Wealth Management, LLC4,526$230.0K0.03%
Level Four Advisory Services, LLC4,385$223.0K0.02%
Cherry Creek Investment Advisors, Inc.4,136$211.0K0.13%
Walleye Trading LLC3,219$164.0K0.00%
CWM, LLC3,140$160.0K0.00%
Newbridge Financial Services Group, Inc.1,000$51.0K0.02%
Kessler Investment Group, LLC775$39.0K0.02%
Patriot Financial Group Insurance Agency, LLC715$36.0K0.01%
Glassman Wealth Services500$25.0K0.00%
Northwest Investment Counselors, LLC427$22.0K0.01%
GPS Wealth Strategies Group, LLC400$20.0K0.00%
Retirement Planning Co of New England, Inc.405$20.0K0.01%
IFP Advisors, Inc322$16.0K0.00%
Strategic Asset Management, LLC274$14.0K0.02%
The PNC Financial Services Group, Inc.200$10.0K0.00%
BerganKDV Wealth Management, LLC200$10.0K0.00%
Carmichael Hill & Associates, Inc.200$10.0K0.01%
Tradition Wealth Management, LLC175$9.00K0.00%
Exchange Traded Concepts, LLC153$8.00K0.00%
Gould Capital, LLC130$7.00K0.00%
Valley National Advisers Inc100$5.00K0.00%
Sugarloaf Wealth Management, LLC100$5.00K0.00%
Lindbrook Capital, LLC100$5.00K0.00%

Sold out (35)

Institutions that held Dutch Bros Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Not filed for Q4 2021 yet (1)

Institutions that held Dutch Bros Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BROS in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.83,373$3.61M