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, Q3 2022
Institutional positions in Dutch Bros Inc. as of Sep 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
- 191
- +6 vs. Q2 2022
- Shares held
- 74.3M
- −520.4K (−0.7%) vs. Q2 2022
- Total value
- $2.31B
- −$62.3M (−2.6%) vs. Q2 2022
- New holders
- 33
- 61 more added
- Sold out
- 27
- 55 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSG Consumer Partners LP | 53,485,898 | $1.67B | 58.49% | −5,979,605−10.1% | Reduced |
| FMR LLC | 3,847,485 | $119.8M | 0.01% | +2,084,202+118.2% | Added |
| Vanguard Group Inc | 2,780,508 | $86.6M | 0.00% | −8,881−0.3% | Reduced |
| Marshall Wace, LLP | 1,679,664 | $52.3M | 0.13% | +1,679,664 | New |
| Franklin Resources Inc | 1,334,650 | $41.6M | 0.02% | −184,228−12.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 760,076 | $23.7M | 0.02% | +760,076 | New |
| Citadel Advisors LLC | 753,811 | $23.5M | 0.03% | +753,811 | New |
| Jane Street Group, LLC | 656,011 | $20.4M | 0.04% | +639,656+3,911.1% | Added |
| Millennium Management LLC | 543,979 | $16.9M | 0.02% | +543,979 | New |
| Clearbridge Investments, LLC | 518,894 | $16.2M | 0.02% | +2,500+0.5% | Added |
| BlackRock Inc. | 508,453 | $15.8M | 0.00% | +54,384+12.0% | Added |
| Bank of America Corp | 394,385 | $12.3M | 0.00% | +246,697+167.0% | Added |
| LPL Financial LLC | 320,961 | $10.0M | 0.01% | −5,479−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 303,530 | $9.46M | 0.02% | +288,672+1,942.9% | Added |
| American Century Companies Inc | 301,610 | $9.39M | 0.01% | −226,955−42.9% | Reduced |
| Federated Hermes, Inc. | 300,000 | $9.35M | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 288,062 | $8.97M | 0.03% | +288,062 | New |
| Morgan Stanley | 258,062 | $8.04M | 0.00% | +93,198+56.5% | Added |
| Geode Capital Management, LLC | 235,055 | $7.32M | 0.00% | −4,791−2.0% | Reduced |
| Becker Capital Management Inc | 226,404 | $7.05M | 0.37% | −3,254−1.4% | Reduced |
| Janus Henderson Group PLC | 217,127 | $6.76M | 0.01% | −148,985−40.7% | Reduced |
| Simplex Trading, LLC | 213,575 | $6.65M | 0.26% | +213,292+75,368.2% | Added |
| Wells Fargo & Company | 192,867 | $6.01M | 0.00% | +20,225+11.7% | Added |
| State of Michigan Retirement System | 180,000 | $5.61M | 0.04% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 150,191 | $4.68M | 0.00% | −9,717−6.1% | Reduced |
| Public Employees Retirement Association of Colorado | 147,300 | $4.59M | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 135,061 | $4.21M | 0.00% | +89,558+196.8% | Added |
| Charles Schwab Investment Management Inc | 130,282 | $4.06M | 0.00% | −3,783−2.8% | Reduced |
| State of Wisconsin Investment Board | 123,265 | $3.84M | 0.01% | −652−0.5% | Reduced |
| Pier Capital, LLC | 120,420 | $3.75M | 0.64% | +120,420 | New |
| State Street Corp | 118,757 | $3.70M | 0.00% | +2,994+2.6% | Added |
| Goldman Sachs Group Inc | 116,490 | $3.63M | 0.00% | −160,873−58.0% | Reduced |
| Commonwealth Equity Services, LLC | 116,461 | $3.63M | 0.01% | −3,377−2.8% | Reduced |
| Caas Capital Management LP | 111,717 | $3.48M | 0.46% | +111,717 | New |
| Carnegie Capital Asset Management, LLC | 110,170 | $3.43M | 0.16% | +12,190+12.4% | Added |
| Sculptor Capital LP | 104,500 | $3.25M | 0.04% | +41,300+65.3% | Added |
| Blair William & Co | 95,689 | $2.98M | 0.01% | −10,730−10.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 93,183 | $2.90M | 0.01% | +887+1.0% | Added |
| Advisor Group Holdings, Inc. | 92,253 | $2.87M | 0.01% | +6,795+8.0% | Added |
| TRUE Private Wealth Advisors | 88,075 | $2.74M | 0.42% | +54,460+162.0% | Added |
| Macquarie Group Ltd | 80,845 | $2.52M | 0.00% | +22,979+39.7% | Added |
| Stifel Financial Corp | 74,799 | $2.33M | 0.00% | −1,453−1.9% | Reduced |
| 1832 Asset Management L.P. | 74,300 | $2.31M | 0.00% | +74,300 | New |
| Twinbeech Capital LP | 66,628 | $2.08M | 0.05% | +66,628 | New |
| Taylor Frigon Capital Management LLC | 65,592 | $2.04M | 1.06% | +1,708+2.7% | Added |
| UBS Group AG | 62,709 | $1.95M | 0.00% | +25,907+70.4% | Added |
| Cetera Advisors LLC | 62,534 | $1.95M | 0.05% | −1,675−2.6% | Reduced |
| Swiss National Bank | 61,000 | $1.90M | 0.00% | +8,100+15.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 57,486 | $1.79M | 0.01% | +4,648+8.8% | Added |
| Northern Trust Corp | 54,906 | $1.71M | 0.00% | +760+1.4% | Added |
| Private Wealth Advisors | 48,581 | $1.51M | 0.71% | +171+0.4% | Added |
| HSBC Holdings PLC | 44,002 | $1.40M | 0.00% | −6,570−13.0% | Reduced |
| Kestra Advisory Services, LLC | 44,951 | $1.40M | 0.01% | +6,766+17.7% | Added |
| Raymond James & Associates | 44,169 | $1.38M | 0.00% | +6,928+18.6% | Added |
| North Fourth Asset Management, LP | 39,000 | $1.22M | 0.75% | +39,000 | New |
| Symmetry Investments LP | 37,521 | $1.17M | 0.66% | +37,521 | New |
| Squarepoint Ops LLC | 35,080 | $1.09M | 0.01% | +35,080 | New |
| Man Group plc | 32,182 | $1.00M | 0.00% | +32,182 | New |
| Financial Advocates Investment Management | 29,786 | $928.0K | 0.08% | +1,561+5.5% | Added |
| EFG Asset Management (North America) Corp. | 28,586 | $891.0K | 0.21% | −2,151−7.0% | Reduced |
| Ocean Capital Management, LLC | 25,325 | $807.0K | 0.44% | +13,783+119.4% | Added |
| Verus Capital Partners, LLC | 24,440 | $761.0K | 0.14% | +15,457+172.1% | Added |
| Sigma Planning Corp | 23,022 | $717.0K | 0.03% | −6,358−21.6% | Reduced |
| Wealth Management Partners, LLC | 23,000 | $710.0K | 0.62% | +1,000+4.5% | Added |
| California State Teachers Retirement System | 22,124 | $689.0K | 0.00% | +2,974+15.5% | Added |
| Gsa Capital Partners LLP | 21,812 | $679.0K | 0.09% | +8,071+58.7% | Added |
| UBS Asset Management Americas Inc | 19,927 | $620.7K | 0.00% | +561+2.9% | Added |
| Belpointe Asset Management LLC | 19,749 | $615.0K | 0.04% | −14,527−42.4% | Reduced |
| Wolverine Trading, LLC | 17,897 | $580.0K | 0.02% | +11,802+193.6% | Added |
| Credit Suisse AG | 18,266 | $568.0K | 0.00% | −7,727−29.7% | Reduced |
| Baird Financial Group, Inc. | 17,662 | $550.0K | 0.00% | +688+4.1% | Added |
| Kingsview Wealth Management, LLC | 17,122 | $533.0K | 0.03% | +3,748+28.0% | Added |
| Ameriprise Financial Inc | 16,977 | $529.0K | 0.00% | −269−1.6% | Reduced |
| Orca Investment Management, LLC | 15,547 | $484.0K | 0.63% | −1,206−7.2% | Reduced |
| TD Asset Management Inc | 14,488 | $470.0K | 0.00% | −8,800−37.8% | Reduced |
| Bank of New York Mellon Corp | 14,975 | $466.0K | 0.00% | −82−0.5% | Reduced |
| Independent Advisor Alliance | 14,886 | $464.0K | 0.03% | +2,700+22.2% | Added |
| Wedbush Securities Inc | 14,881 | $464.0K | 0.03% | +14,881 | New |
| CIBC Private Wealth Group, LLC | 14,715 | $458.0K | 0.00% | +200+1.4% | Added |
| Royal Bank of Canada | 14,694 | $457.0K | 0.00% | −748−4.8% | Reduced |
| Virtu Financial LLC | 14,618 | $455.0K | 0.04% | −3,982−21.4% | Reduced |
| Triton Wealth Management, PLLC | 13,084 | $433.0K | 0.26% | −600−4.4% | Reduced |
| Engineers Gate Manager LP | 13,808 | $430.0K | 0.03% | +13,808 | New |
| U.S. Capital Wealth Advisors, LLC | 13,750 | $428.0K | 0.02% | +1,500+12.2% | Added |
| Cutler Group LP | 13,429 | $418.0K | 0.05% | +7,495+126.3% | Added |
| D.A. Davidson & Co. | 13,196 | $411.0K | 0.01% | +4,880+58.7% | Added |
| Dimensional Fund Advisors LP | 13,007 | $405.0K | 0.00% | +13,007 | New |
| Hodges Capital Management Inc. | 12,956 | $404.0K | 0.07% | −138,044−91.4% | Reduced |
| Renaissance Capital LLC | 12,846 | $400.0K | 0.26% | +12,846 | New |
| Steward Partners Investment Advisory, LLC | 12,500 | $389.0K | 0.01% | −1,400−10.1% | Reduced |
| Janney Montgomery Scott LLC | 11,907 | $371.0K | 0.00% | −1,593−11.8% | Reduced |
| Cetera Investment Advisers | 10,676 | $333.0K | 0.01% | +196+1.9% | Added |
| RB Capital Management, LLC | 10,684 | $333.0K | 0.13% | +2,512+30.7% | Added |
| Truist Financial Corp | 10,236 | $319.0K | 0.00% | +386+3.9% | Added |
| HighTower Advisors, LLC | 10,124 | $313.0K | 0.00% | +520+5.4% | Added |
| Verition Fund Management LLC | 10,032 | $312.0K | 0.00% | +10,032 | New |
| PEAK6 Investments LLC | 9,963 | $310.0K | 0.01% | −5,217−34.4% | Reduced |
| JPMorgan Chase & Co | 9,742 | $303.0K | 0.00% | −675−6.5% | Reduced |
| Atria Wealth Solutions, Inc. | 9,462 | $295.0K | 0.01% | −539−5.4% | Reduced |
| Aigen Investment Management, LP | 9,399 | $293.0K | 0.04% | +9,399 | New |