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 |
|---|---|---|---|---|---|
| Reilly Financial Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $5.00K | 0.00% | +100 | New |
| Sugarloaf Wealth Management, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Proequities, Inc. | 137 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 130 | $7.00K | 0.00% | +130 | New |
| Exchange Traded Concepts, LLC | 153 | $8.00K | 0.00% | +153 | New |
| Tradition Wealth Management, LLC | 175 | $9.00K | 0.00% | +175 | New |
| Tradewinds Capital Management, LLC | 197 | $10.0K | 0.00% | −13−6.2% | Reduced |
| The PNC Financial Services Group, Inc. | 200 | $10.0K | 0.00% | +200 | New |
| BerganKDV Wealth Management, LLC | 200 | $10.0K | 0.00% | +200 | New |
| Carmichael Hill & Associates, Inc. | 200 | $10.0K | 0.01% | +200 | New |
| Arcadia Investment Advisors LLC | 204 | $10.4K | 0.01% | +98+92.5% | Added |
| Islay Capital Management, LLC | 225 | $11.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 231 | $12.0K | 0.00% | −8,027−97.2% | Reduced |
| Strategic Asset Management, LLC | 274 | $14.0K | 0.02% | +274 | New |
| Harbour Investments, Inc. | 294 | $15.0K | 0.00% | −714−70.8% | Reduced |
| Koshinski Asset Management, Inc. | 300 | $15.3K | 0.00% | +100+50.0% | Added |
| IFP Advisors, Inc | 322 | $16.0K | 0.00% | +322 | New |
| Captrust Financial Advisors | 358 | $18.0K | 0.00% | −225−38.6% | Reduced |
| Rockefeller Capital Management L.P. | 360 | $18.0K | 0.00% | +210+140.0% | Added |
| Fifth Third Bancorp | 378 | $19.0K | 0.00% | +41+12.2% | Added |
| Ten Capital Wealth Advisors, LLC | 365 | $19.0K | 0.01% | +100+37.7% | Added |
| Trustcore Financial Services, LLC | 400 | $20.0K | 0.00% | +200+100.0% | Added |
| GPS Wealth Strategies Group, LLC | 400 | $20.0K | 0.00% | +400 | New |
| Retirement Planning Co of New England, Inc. | 405 | $20.0K | 0.01% | +405 | New |
| Sargent Bickham Lagudis LLC | 417 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 420 | $21.0K | 0.01% | +220+110.0% | Added |
| Northwest Investment Counselors, LLC | 427 | $22.0K | 0.01% | +427 | New |
| Glassman Wealth Services | 500 | $25.0K | 0.00% | +500 | New |
| Cedar Mountain Advisors, LLC | 676 | $34.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 695 | $35.0K | 0.00% | +595+595.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 715 | $36.0K | 0.01% | +715 | New |
| Allworth Financial LP | 727 | $37.0K | 0.00% | +77+11.8% | Added |
| Kessler Investment Group, LLC | 775 | $39.0K | 0.02% | +775 | New |
| Country Trust Bank | 900 | $46.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 985 | $50.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $51.0K | 0.02% | +1,000 | New |
| US Bancorp | 1,593 | $81.0K | 0.00% | +110+7.4% | Added |
| Clearview Wealth Advisors LLC | 1,979 | $101.0K | 0.06% | +1,685+573.1% | Added |
| Focused Wealth Management, Inc | 2,280 | $116.0K | 0.02% | +680+42.5% | Added |
| Cutler Group LP | 3,089 | $157.0K | 0.01% | −677−18.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 3,138 | $160.0K | 0.00% | +2,756+721.5% | Added |
| CWM, LLC | 3,140 | $160.0K | 0.00% | +3,140 | New |
| Walleye Trading LLC | 3,219 | $164.0K | 0.00% | +3,219 | New |
| Cherry Creek Investment Advisors, Inc. | 4,136 | $211.0K | 0.13% | +4,136 | New |
| Level Four Advisory Services, LLC | 4,385 | $223.0K | 0.02% | +4,385 | New |
| SeaCrest Wealth Management, LLC | 4,526 | $230.0K | 0.03% | +4,526 | New |
| Caas Capital Management LP | 4,633 | $236.0K | 0.02% | −125,367−96.4% | Reduced |
| Berger Financial Group, Inc | 4,676 | $238.0K | 0.03% | +4,676 | New |
| Cetera Investment Advisers | 4,764 | $243.0K | 0.00% | +83+1.8% | Added |
| CIBC Private Wealth Group, LLC | 4,925 | $251.0K | 0.00% | +4,925 | New |
| Kestra Private Wealth Services, LLC | 5,047 | $257.0K | 0.01% | +5,047 | New |
| National Asset Management, Inc. | 5,230 | $267.0K | 0.01% | +5,230 | New |
| Ameriprise Financial Inc | 5,495 | $280.0K | 0.00% | +5,495 | New |
| Bennett Selby Investments LP | 5,904 | $301.0K | 0.17% | +5,904 | New |
| JPMorgan Chase & Co | 6,043 | $308.0K | 0.00% | +6,043 | New |
| American Portfolios Advisors | 6,250 | $318.2K | 0.01% | +6,050+3,025.0% | Added |
| Cubist Systematic Strategies, LLC | 6,484 | $330.0K | 0.00% | +6,284+3,142.0% | Added |
| Steward Partners Investment Advisory, LLC | 6,500 | $331.0K | 0.01% | +5,750+766.7% | Added |
| Marshall Wace, LLP | 6,715 | $342.0K | 0.00% | +6,715 | New |
| Tilia Fiduciary Partners, Inc. | 6,831 | $348.0K | 0.28% | +6,831 | New |
| CIBC Asset Management Inc | 6,953 | $354.0K | 0.00% | +6,953 | New |
| Two Sigma Advisers, LP | 7,200 | $367.0K | 0.00% | +7,200 | New |
| Independent Advisor Alliance | 7,220 | $368.0K | 0.02% | +7,220 | 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 |
| 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 |
| Symmetry Investments LP | 7,601 | $387.0K | 0.20% | +7,601 | New |
| Keudell/Morrison Wealth Management | 7,656 | $390.0K | 0.15% | +1,411+22.6% | Added |
| Cetera Advisors LLC | 7,738 | $394.0K | 0.01% | +7,738 | New |
| Wolverine Trading, LLC | 7,789 | $406.0K | 0.01% | +7,789 | New |
| Goldman Sachs Group Inc | 8,051 | $410.0K | 0.00% | −97,327−92.4% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 8,092 | $412.0K | 0.14% | +8,092 | New |
| Parallax Volatility Advisers, L.P. | 8,146 | $415.0K | 0.01% | +8,146 | New |
| HighTower Advisors, LLC | 8,243 | $419.0K | 0.00% | +8,243 | New |
| Belpointe Asset Management LLC | 9,173 | $463.0K | 0.03% | −9,957−52.0% | Reduced |
| UBS Group AG | 9,202 | $468.0K | 0.00% | +8,191+810.2% | Added |
| Royal Bank of Canada | 9,401 | $478.0K | 0.00% | +7,484+390.4% | Added |
| Sigma Planning Corp | 9,539 | $486.0K | 0.01% | +9,539 | New |
| CenterStar Asset Management, LLC | – | $598.0K | 0.46% | – | New |
| Lyon Street Capital, LLC | 12,500 | $636.0K | 0.63% | +12,500 | New |
| Tower Research Capital LLC (TRC) | 13,952 | $710.0K | 0.01% | +13,952 | New |
| Fred Alger Management, LLC | 14,543 | $740.0K | 0.00% | +2,162+17.5% | Added |
| Wealth Management Partners, LLC | 15,000 | $764.0K | 0.52% | +15,000 | New |
| Triton Wealth Management, PLLC | 14,219 | $776.0K | 0.40% | −323−2.2% | Reduced |
| Kingsview Wealth Management, LLC | 16,820 | $856.0K | 0.04% | +8,744+108.3% | Added |
| Baird Financial Group, Inc. | 18,540 | $944.0K | 0.00% | +11,302+156.1% | Added |
| Man Group plc | 18,961 | $965.0K | 0.00% | +18,961 | New |
| TRUE Private Wealth Advisors | 19,189 | $976.0K | 0.14% | +5,469+39.9% | Added |
| PEAK6 Investments LLC | 20,669 | $1.05M | 0.03% | +20,669 | New |
| Virtu Financial LLC | 22,566 | $1.15M | 0.12% | +9,626+74.4% | 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 |
| Raymond James & Associates | 25,565 | $1.30M | 0.00% | +8,696+51.6% | Added |
| Bank of New York Mellon Corp | 27,265 | $1.39M | 0.00% | −368,102−93.1% | Reduced |