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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 4,385 | $223.0K | 0.02% | +4,385 | New |
| Cherry Creek Investment Advisors, Inc. | 4,136 | $211.0K | 0.13% | +4,136 | New |
| Walleye Trading LLC | 3,219 | $164.0K | 0.00% | +3,219 | New |
| 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 |
| Cutler Group LP | 3,089 | $157.0K | 0.01% | −677−18.0% | Reduced |
| Focused Wealth Management, Inc | 2,280 | $116.0K | 0.02% | +680+42.5% | Added |
| Clearview Wealth Advisors LLC | 1,979 | $101.0K | 0.06% | +1,685+573.1% | Added |
| US Bancorp | 1,593 | $81.0K | 0.00% | +110+7.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,000 | $51.0K | 0.02% | +1,000 | New |
| Gradient Investments LLC | 985 | $50.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 900 | $46.0K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 775 | $39.0K | 0.02% | +775 | New |
| Allworth Financial LP | 727 | $37.0K | 0.00% | +77+11.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 715 | $36.0K | 0.01% | +715 | New |
| NEXT Financial Group, Inc | 695 | $35.0K | 0.00% | +595+595.0% | Added |
| Cedar Mountain Advisors, LLC | 676 | $34.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 500 | $25.0K | 0.00% | +500 | New |
| Northwest Investment Counselors, LLC | 427 | $22.0K | 0.01% | +427 | 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 |
| 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 |
| 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 |
| 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 |
| IFP Advisors, Inc | 322 | $16.0K | 0.00% | +322 | New |
| Koshinski Asset Management, Inc. | 300 | $15.3K | 0.00% | +100+50.0% | Added |
| Harbour Investments, Inc. | 294 | $15.0K | 0.00% | −714−70.8% | Reduced |
| Strategic Asset Management, LLC | 274 | $14.0K | 0.02% | +274 | New |
| Point72 Hong Kong Ltd | 231 | $12.0K | 0.00% | −8,027−97.2% | Reduced |
| Islay Capital Management, LLC | 225 | $11.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 204 | $10.4K | 0.01% | +98+92.5% | Added |
| 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 |
| Tradition Wealth Management, LLC | 175 | $9.00K | 0.00% | +175 | New |
| Exchange Traded Concepts, LLC | 153 | $8.00K | 0.00% | +153 | New |
| Proequities, Inc. | 137 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 130 | $7.00K | 0.00% | +130 | New |
| 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 |
| Pacific Center for Financial Services | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bamco Inc | 0 | $0 | 0.00% | −425,000−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −319,911−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −306,400−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −244,815−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −192,372−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −124,677−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −113,519−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −105,500−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −62,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −60,444−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −30,042−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,194−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −9,262−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −7,576−100.0% | Sold out |
| Parametric Portfolio Associates LLC | 0 | $0 | 0.00% | −6,546−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −6,126−100.0% | Sold out |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −3,180−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −4,707−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Danda Trouve Investment Management, Inc. | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |