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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 10 | $0 | 0.00% | +10 | New |
| Exchange Traded Concepts, LLC | 40 | $1.00K | 0.00% | −24−37.5% | Reduced |
| Washington Trust Advisors, Inc. | 34 | $1.00K | 0.00% | −35−50.7% | Reduced |
| Pacific Center for Financial Services | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 18 | $1.00K | 0.00% | +18 | New |
| Harbour Investments, Inc. | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $3.00K | 0.00% | −600−85.7% | Reduced |
| Hartford Financial Management Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 110 | $3.00K | 0.00% | +110 | New |
| Sugarloaf Wealth Management, LLC | 100 | $4.00K | 0.00% | +100 | New |
| TD Waterhouse Canada Inc. | 100 | $4.34K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 162 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 185 | $5.76K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $6.00K | 0.00% | −125−38.5% | Reduced |
| Tradewinds Capital Management, LLC | 197 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 204 | $6.36K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 271 | $8.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 275 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 300 | $9.00K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 300 | $9.00K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 298 | $9.00K | 0.00% | +298 | New |
| Covington Capital Management | 350 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 400 | $12.0K | 0.02% | −200−33.3% | Reduced |
| Gould Capital, LLC | 396 | $12.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 421 | $13.0K | 0.00% | −461−52.3% | Reduced |
| Northwest Investment Counselors, LLC | 427 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 415 | $13.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 440 | $14.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 506 | $16.0K | 0.00% | +30+6.3% | Added |
| Valley National Advisers Inc | 500 | $17.0K | 0.00% | +200+66.7% | Added |
| Trustcore Financial Services, LLC | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 676 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 791 | $25.0K | 0.00% | −140−15.0% | Reduced |
| Signaturefd, LLC | 812 | $25.0K | 0.00% | +337+70.9% | Added |
| Country Trust Bank | 900 | $28.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,054 | $33.0K | 0.00% | −249−19.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,210 | $37.0K | 0.00% | −139−10.3% | Reduced |
| Wipfli Financial Advisors LLC, | 1,200 | $37.0K | 0.00% | +1,200 | New |
| Allworth Financial LP | 1,227 | $38.0K | 0.00% | −193−13.6% | Reduced |
| Rosenberg Matthew Hamilton | 1,357 | $42.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,400 | $44.0K | 0.01% | +100+7.7% | Added |
| Geneos Wealth Management Inc. | 1,556 | $48.0K | 0.00% | −2,815−64.4% | Reduced |
| US Bancorp | 1,593 | $50.0K | 0.00% | −100−5.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,660 | $52.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,834 | $57.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,569 | $58.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,000 | $62.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 2,403 | $75.0K | 0.00% | +164+7.3% | Added |
| Archer Investment Corp | 2,425 | $75.5K | 0.03% | −25−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 2,592 | $80.7K | 0.00% | +2,592 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,620 | $82.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,835 | $88.0K | 0.00% | +37+1.3% | Added |
| Canada Pension Plan Investment Board | 3,600 | $112.0K | 0.00% | +2,000+125.0% | Added |
| AdvisorShares Investments LLC | 4,048 | $126.0K | 0.03% | −5,000−55.3% | Reduced |
| Walleye Trading LLC | 4,341 | $135.0K | 0.00% | −8,894−67.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 4,901 | $145.0K | 0.15% | −459−8.6% | Reduced |
| Hexagon Capital Partners LLC | 5,000 | $156.0K | 0.05% | 00.0% | Unchanged |
| Sandia Investment Management LP | 5,000 | $156.0K | 0.02% | +5,000 | New |
| Sittner & Nelson, LLC | 5,310 | $165.0K | 0.11% | +2,390+81.8% | Added |
| Citigroup Inc | 5,401 | $168.0K | 0.00% | +3,236+149.5% | Added |
| American Portfolios Advisors | 5,645 | $175.8K | 0.01% | +45+0.8% | Added |
| Parallax Volatility Advisers, L.P. | 6,191 | $193.0K | 0.00% | +6,191 | New |
| Axxcess Wealth Management, LLC | 6,475 | $202.0K | 0.02% | −520−7.4% | Reduced |
| CIBC Asset Management Inc | 6,479 | $202.0K | 0.00% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 6,511 | $203.0K | 0.06% | −50−0.8% | Reduced |
| Van Hulzen Asset Management, LLC | 6,620 | $206.0K | 0.03% | −80−1.2% | Reduced |
| Legal & General Group Plc | 6,671 | $208.0K | 0.00% | +1,199+21.9% | Added |
| Summit Place Financial Advisors, LLC | 6,795 | $212.0K | 0.20% | −740−9.8% | Reduced |
| PFG Advisors | 6,839 | $213.0K | 0.02% | +6,839 | New |
| IFP Advisors, Inc | 5,898 | $216.0K | 0.01% | +61+1.0% | Added |
| Arizona State Retirement System | 6,987 | $218.0K | 0.00% | +6,987 | New |
| Price T Rowe Associates Inc | 7,000 | $219.0K | 0.00% | −1,017,255−99.3% | Reduced |
| Clearview Wealth Advisors LLC | 7,035 | $219.0K | 0.17% | +2,618+59.3% | Added |
| Schonfeld Strategic Advisors LLC | 7,100 | $220.0K | 0.00% | +7,100 | New |
| Summit Wealth & Retirement Planning, Inc. | 7,720 | $240.0K | 0.10% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,811 | $243.0K | 0.00% | +333+4.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 7,826 | $244.0K | 0.20% | +40+0.5% | Added |
| Keudell/Morrison Wealth Management | 8,001 | $249.0K | 0.09% | +360+4.7% | Added |
| Inspire Advisors, LLC | 8,110 | $253.0K | 0.07% | +8,110 | New |
| HBK Sorce Advisory LLC | 235,000 | $261.0K | 0.02% | +235,000 | New |
| Creative Planning | 8,809 | $274.0K | 0.00% | +200+2.3% | Added |
| Aigen Investment Management, LP | 9,399 | $293.0K | 0.04% | +9,399 | New |
| Atria Wealth Solutions, Inc. | 9,462 | $295.0K | 0.01% | −539−5.4% | Reduced |
| JPMorgan Chase & Co | 9,742 | $303.0K | 0.00% | −675−6.5% | Reduced |
| PEAK6 Investments LLC | 9,963 | $310.0K | 0.01% | −5,217−34.4% | Reduced |
| Verition Fund Management LLC | 10,032 | $312.0K | 0.00% | +10,032 | New |
| HighTower Advisors, LLC | 10,124 | $313.0K | 0.00% | +520+5.4% | Added |
| Truist Financial Corp | 10,236 | $319.0K | 0.00% | +386+3.9% | Added |
| 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 |