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, Q2 2022
Institutional positions in Dutch Bros Inc. as of Jun 30, 2022. 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
- 186
- −5 vs. Q1 2022
- Shares held
- 74.8M
- −5.25M (−6.6%) vs. Q1 2022
- Total value
- $2.37B
- −$2.05B (−46.4%) vs. Q1 2022
- New holders
- 57
- 70 more added
- Sold out
- 62
- 38 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorShares Investments LLC | 9,048 | $286.0K | 0.08% | +4,248+88.5% | Added |
| HighTower Advisors, LLC | 9,604 | $302.0K | 0.00% | +710+8.0% | Added |
| Truist Financial Corp | 9,850 | $312.0K | 0.00% | +2,917+42.1% | Added |
| Atria Wealth Solutions, Inc. | 10,001 | $317.0K | 0.01% | +1,071+12.0% | Added |
| JPMorgan Chase & Co | 10,417 | $330.0K | 0.00% | +1,499+16.8% | Added |
| Cetera Investment Advisers | 10,480 | $332.0K | 0.01% | +1,126+12.0% | Added |
| Private Advisor Group, LLC | 10,746 | $340.0K | 0.00% | +10,746 | New |
| Ocean Capital Management, LLC | 11,542 | $366.0K | 0.20% | +3,813+49.3% | Added |
| Ergoteles LLC | 11,683 | $370.0K | 0.01% | +11,683 | New |
| Independent Advisor Alliance | 12,186 | $386.0K | 0.02% | +12,186 | New |
| U.S. Capital Wealth Advisors, LLC | 12,250 | $388.0K | 0.02% | +2,350+23.7% | Added |
| HAP Trading, LLC | 12,923 | $409.0K | 0.05% | +12,923 | New |
| Boothbay Fund Management, LLC | 12,946 | $410.0K | 0.01% | +12,946 | New |
| Walleye Trading LLC | 13,235 | $419.0K | 0.01% | +13,235 | New |
| Kingsview Wealth Management, LLC | 13,374 | $423.0K | 0.02% | +6,700+100.4% | Added |
| Gsa Capital Partners LLP | 13,741 | $435.0K | 0.07% | +13,741 | New |
| Steward Partners Investment Advisory, LLC | 13,900 | $440.0K | 0.01% | +1,100+8.6% | Added |
| Janney Montgomery Scott LLC | 13,500 | $450.0K | 0.00% | +13,500 | New |
| CIBC Private Wealth Group, LLC | 14,515 | $459.0K | 0.00% | +3,184+28.1% | Added |
| National Bank of Canada | 14,800 | $468.0K | 0.00% | −10,200−40.8% | Reduced |
| D. E. Shaw & Co., Inc. | 14,858 | $470.0K | 0.00% | −206,150−93.3% | Reduced |
| Bank of New York Mellon Corp | 15,057 | $477.0K | 0.00% | −47,782−76.0% | Reduced |
| PEAK6 Investments LLC | 15,180 | $480.0K | 0.01% | −41,344−73.1% | Reduced |
| Royal Bank of Canada | 15,442 | $489.0K | 0.00% | −1,078−6.5% | Reduced |
| Jane Street Group, LLC | 16,355 | $518.0K | 0.00% | −91,822−84.9% | Reduced |
| Orca Investment Management, LLC | 16,753 | $530.0K | 0.49% | +16,753 | New |
| Triton Wealth Management, PLLC | 13,684 | $535.0K | 0.38% | −535−3.8% | Reduced |
| Baird Financial Group, Inc. | 16,974 | $537.0K | 0.00% | +2,497+17.2% | Added |
| Ameriprise Financial Inc | 17,246 | $546.0K | 0.00% | +3,898+29.2% | Added |
| Virtu Financial LLC | 18,600 | $589.0K | 0.05% | −22,904−55.2% | Reduced |
| California State Teachers Retirement System | 19,150 | $606.0K | 0.00% | +19,150 | New |
| UBS Asset Management Americas Inc | 19,366 | $612.9K | 0.00% | +14,495+297.6% | Added |
| Wealth Management Partners, LLC | 22,000 | $691.0K | 0.61% | +22,000 | New |
| TD Asset Management Inc | 23,288 | $737.0K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 25,993 | $824.0K | 0.00% | +25,993 | New |
| Financial Advocates Investment Management | 28,225 | $893.0K | 0.07% | +17,938+174.4% | Added |
| Sigma Planning Corp | 29,380 | $930.0K | 0.03% | +9,793+50.0% | Added |
| EFG Asset Management (North America) Corp. | 30,737 | $973.0K | 0.20% | +30,737 | New |
| TRUE Private Wealth Advisors | 33,615 | $1.06M | 0.15% | +10,496+45.4% | Added |
| Belpointe Asset Management LLC | 34,276 | $1.08M | 0.07% | +17,458+103.8% | Added |
| Verus Capital Partners, LLC | 8,983 | $1.13M | 0.22% | −28,463−76.0% | Reduced |
| UBS Group AG | 36,802 | $1.17M | 0.00% | +11,772+47.0% | Added |
| Raymond James & Associates | 37,241 | $1.18M | 0.00% | −41,274−52.6% | Reduced |
| Kestra Advisory Services, LLC | 38,185 | $1.21M | 0.01% | −52,010−57.7% | Reduced |
| Barclays PLC | 45,503 | $1.44M | 0.00% | +23,569+107.5% | Added |
| HSBC Holdings PLC | 50,572 | $1.65M | 0.00% | +50,572 | New |
| Cambridge Investment Research Advisors, Inc. | 52,838 | $1.67M | 0.01% | +18,427+53.5% | Added |
| Swiss National Bank | 52,900 | $1.67M | 0.00% | +52,900 | New |
| Northern Trust Corp | 54,146 | $1.71M | 0.00% | +12,875+31.2% | Added |
| Macquarie Group Ltd | 57,866 | $1.83M | 0.00% | −62,338−51.9% | Reduced |
| Sculptor Capital LP | 63,200 | $2.00M | 0.02% | +63,200 | New |
| Taylor Frigon Capital Management LLC | 63,884 | $2.02M | 1.05% | +4,468+7.5% | Added |
| Cetera Advisors LLC | 64,209 | $2.03M | 0.05% | +51,756+415.6% | Added |
| Private Wealth Advisors | 48,410 | $2.24M | 0.83% | +48,410 | New |
| Stifel Financial Corp | 76,252 | $2.41M | 0.00% | −9,656−11.2% | Reduced |
| Advisor Group Holdings, Inc. | 85,458 | $2.71M | 0.01% | +62,152+266.7% | Added |
| Cowen and Company, LLC | 90,000 | $2.85M | 0.28% | +90,000 | New |
| Raymond James Financial Services Advisors, Inc. | 92,296 | $2.92M | 0.01% | −51,154−35.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 97,980 | $3.10M | 0.14% | −2,010−2.0% | Reduced |
| Blair William & Co | 106,419 | $3.37M | 0.01% | −76,173−41.7% | Reduced |
| State Street Corp | 115,763 | $3.66M | 0.00% | +35,438+44.1% | Added |
| Commonwealth Equity Services, LLC | 119,838 | $3.79M | 0.01% | +12,867+12.0% | Added |
| State of Wisconsin Investment Board | 123,917 | $3.92M | 0.01% | +23,917+23.9% | Added |
| Charles Schwab Investment Management Inc | 134,065 | $4.24M | 0.00% | +14,858+12.5% | Added |
| Public Employees Retirement Association of Colorado | 147,300 | $4.66M | 0.03% | +147,300 | New |
| Bank of America Corp | 147,688 | $4.67M | 0.00% | −143,050−49.2% | Reduced |
| Hodges Capital Management Inc. | 151,000 | $4.78M | 0.48% | +51,000+51.0% | Added |
| Nuveen Asset Management, LLC | 159,908 | $5.06M | 0.00% | −6,785−4.1% | Reduced |
| Morgan Stanley | 164,864 | $5.22M | 0.00% | −39,848−19.5% | Reduced |
| Wells Fargo & Company | 172,642 | $5.46M | 0.00% | +116,250+206.1% | Added |
| State of Michigan Retirement System | 180,000 | $5.70M | 0.04% | +180,000 | New |
| Becker Capital Management Inc | 229,658 | $7.27M | 0.35% | −8,438−3.5% | Reduced |
| Geode Capital Management, LLC | 239,846 | $7.59M | 0.00% | +34,537+16.8% | Added |
| Goldman Sachs Group Inc | 277,363 | $8.78M | 0.00% | −16,788−5.7% | Reduced |
| Federated Hermes, Inc. | 300,000 | $9.49M | 0.03% | −500,000−62.5% | Reduced |
| LPL Financial LLC | 326,440 | $10.3M | 0.01% | +326,440 | New |
| Janus Henderson Group PLC | 366,112 | $11.6M | 0.01% | −40,330−9.9% | Reduced |
| BlackRock Inc. | 454,069 | $14.4M | 0.00% | +113,722+33.4% | Added |
| Clearbridge Investments, LLC | 516,394 | $16.3M | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 528,565 | $16.7M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,024,255 | $32.4M | 0.00% | +49,097+5.0% | Added |
| Alliancebernstein L.P. | 1,259,999 | $39.9M | 0.02% | −135,234−9.7% | Reduced |
| Franklin Resources Inc | 1,518,878 | $48.1M | 0.02% | −23,486−1.5% | Reduced |
| FMR LLC | 1,763,283 | $55.8M | 0.01% | −3,101,709−63.8% | Reduced |
| Vanguard Group Inc | 2,789,389 | $88.3M | 0.00% | +1,010,397+56.8% | Added |
| TSG Consumer Partners LP | 59,465,503 | $1.88B | 51.65% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −445,000−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −271,527−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −256,096−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −232,818−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −224,667−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −220,500−100.0% | Sold out |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −196,938−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −139,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −122,063−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −119,615−100.0% | Sold out |
| Mason Capital Management LLC | 0 | $0 | 0.00% | −102,600−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −100,871−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −87,544−100.0% | Sold out |