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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 11,907 | $371.0K | 0.00% | −1,593−11.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,500 | $389.0K | 0.01% | −1,400−10.1% | Reduced |
| Renaissance Capital LLC | 12,846 | $400.0K | 0.26% | +12,846 | New |
| Hodges Capital Management Inc. | 12,956 | $404.0K | 0.07% | −138,044−91.4% | Reduced |
| Dimensional Fund Advisors LP | 13,007 | $405.0K | 0.00% | +13,007 | New |
| D.A. Davidson & Co. | 13,196 | $411.0K | 0.01% | +4,880+58.7% | Added |
| Cutler Group LP | 13,429 | $418.0K | 0.05% | +7,495+126.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,750 | $428.0K | 0.02% | +1,500+12.2% | Added |
| Engineers Gate Manager LP | 13,808 | $430.0K | 0.03% | +13,808 | New |
| Triton Wealth Management, PLLC | 13,084 | $433.0K | 0.26% | −600−4.4% | Reduced |
| Virtu Financial LLC | 14,618 | $455.0K | 0.04% | −3,982−21.4% | Reduced |
| Royal Bank of Canada | 14,694 | $457.0K | 0.00% | −748−4.8% | Reduced |
| CIBC Private Wealth Group, LLC | 14,715 | $458.0K | 0.00% | +200+1.4% | Added |
| 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 |
| Bank of New York Mellon Corp | 14,975 | $466.0K | 0.00% | −82−0.5% | Reduced |
| TD Asset Management Inc | 14,488 | $470.0K | 0.00% | −8,800−37.8% | Reduced |
| Orca Investment Management, LLC | 15,547 | $484.0K | 0.63% | −1,206−7.2% | Reduced |
| Ameriprise Financial Inc | 16,977 | $529.0K | 0.00% | −269−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 17,122 | $533.0K | 0.03% | +3,748+28.0% | Added |
| Baird Financial Group, Inc. | 17,662 | $550.0K | 0.00% | +688+4.1% | Added |
| Credit Suisse AG | 18,266 | $568.0K | 0.00% | −7,727−29.7% | Reduced |
| Wolverine Trading, LLC | 17,897 | $580.0K | 0.02% | +11,802+193.6% | Added |
| Belpointe Asset Management LLC | 19,749 | $615.0K | 0.04% | −14,527−42.4% | Reduced |
| UBS Asset Management Americas Inc | 19,927 | $620.7K | 0.00% | +561+2.9% | Added |
| Gsa Capital Partners LLP | 21,812 | $679.0K | 0.09% | +8,071+58.7% | Added |
| California State Teachers Retirement System | 22,124 | $689.0K | 0.00% | +2,974+15.5% | Added |
| Wealth Management Partners, LLC | 23,000 | $710.0K | 0.62% | +1,000+4.5% | Added |
| Sigma Planning Corp | 23,022 | $717.0K | 0.03% | −6,358−21.6% | Reduced |
| Verus Capital Partners, LLC | 24,440 | $761.0K | 0.14% | +15,457+172.1% | Added |
| Ocean Capital Management, LLC | 25,325 | $807.0K | 0.44% | +13,783+119.4% | Added |
| EFG Asset Management (North America) Corp. | 28,586 | $891.0K | 0.21% | −2,151−7.0% | Reduced |
| Financial Advocates Investment Management | 29,786 | $928.0K | 0.08% | +1,561+5.5% | Added |
| Man Group plc | 32,182 | $1.00M | 0.00% | +32,182 | New |
| Squarepoint Ops LLC | 35,080 | $1.09M | 0.01% | +35,080 | New |
| Symmetry Investments LP | 37,521 | $1.17M | 0.66% | +37,521 | New |
| North Fourth Asset Management, LP | 39,000 | $1.22M | 0.75% | +39,000 | New |
| Raymond James & Associates | 44,169 | $1.38M | 0.00% | +6,928+18.6% | Added |
| Kestra Advisory Services, LLC | 44,951 | $1.40M | 0.01% | +6,766+17.7% | Added |
| HSBC Holdings PLC | 44,002 | $1.40M | 0.00% | −6,570−13.0% | Reduced |
| Private Wealth Advisors | 48,581 | $1.51M | 0.71% | +171+0.4% | Added |
| Northern Trust Corp | 54,906 | $1.71M | 0.00% | +760+1.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 57,486 | $1.79M | 0.01% | +4,648+8.8% | Added |
| Swiss National Bank | 61,000 | $1.90M | 0.00% | +8,100+15.3% | Added |
| Cetera Advisors LLC | 62,534 | $1.95M | 0.05% | −1,675−2.6% | Reduced |
| UBS Group AG | 62,709 | $1.95M | 0.00% | +25,907+70.4% | Added |
| Taylor Frigon Capital Management LLC | 65,592 | $2.04M | 1.06% | +1,708+2.7% | Added |
| Twinbeech Capital LP | 66,628 | $2.08M | 0.05% | +66,628 | New |
| 1832 Asset Management L.P. | 74,300 | $2.31M | 0.00% | +74,300 | New |
| Stifel Financial Corp | 74,799 | $2.33M | 0.00% | −1,453−1.9% | Reduced |
| Macquarie Group Ltd | 80,845 | $2.52M | 0.00% | +22,979+39.7% | Added |
| TRUE Private Wealth Advisors | 88,075 | $2.74M | 0.42% | +54,460+162.0% | Added |
| Advisor Group Holdings, Inc. | 92,253 | $2.87M | 0.01% | +6,795+8.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 93,183 | $2.90M | 0.01% | +887+1.0% | Added |
| Blair William & Co | 95,689 | $2.98M | 0.01% | −10,730−10.1% | Reduced |
| Sculptor Capital LP | 104,500 | $3.25M | 0.04% | +41,300+65.3% | Added |
| Carnegie Capital Asset Management, LLC | 110,170 | $3.43M | 0.16% | +12,190+12.4% | Added |
| Caas Capital Management LP | 111,717 | $3.48M | 0.46% | +111,717 | New |
| Commonwealth Equity Services, LLC | 116,461 | $3.63M | 0.01% | −3,377−2.8% | Reduced |
| Goldman Sachs Group Inc | 116,490 | $3.63M | 0.00% | −160,873−58.0% | Reduced |
| State Street Corp | 118,757 | $3.70M | 0.00% | +2,994+2.6% | Added |
| Pier Capital, LLC | 120,420 | $3.75M | 0.64% | +120,420 | New |
| State of Wisconsin Investment Board | 123,265 | $3.84M | 0.01% | −652−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 130,282 | $4.06M | 0.00% | −3,783−2.8% | Reduced |
| Barclays PLC | 135,061 | $4.21M | 0.00% | +89,558+196.8% | Added |
| Public Employees Retirement Association of Colorado | 147,300 | $4.59M | 0.03% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 150,191 | $4.68M | 0.00% | −9,717−6.1% | Reduced |
| State of Michigan Retirement System | 180,000 | $5.61M | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 192,867 | $6.01M | 0.00% | +20,225+11.7% | Added |
| Simplex Trading, LLC | 213,575 | $6.65M | 0.26% | +213,292+75,368.2% | Added |
| Janus Henderson Group PLC | 217,127 | $6.76M | 0.01% | −148,985−40.7% | Reduced |
| Becker Capital Management Inc | 226,404 | $7.05M | 0.37% | −3,254−1.4% | Reduced |
| Geode Capital Management, LLC | 235,055 | $7.32M | 0.00% | −4,791−2.0% | Reduced |
| Morgan Stanley | 258,062 | $8.04M | 0.00% | +93,198+56.5% | Added |
| Balyasny Asset Management LLC | 288,062 | $8.97M | 0.03% | +288,062 | New |
| Federated Hermes, Inc. | 300,000 | $9.35M | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 301,610 | $9.39M | 0.01% | −226,955−42.9% | Reduced |
| D. E. Shaw & Co., Inc. | 303,530 | $9.46M | 0.02% | +288,672+1,942.9% | Added |
| LPL Financial LLC | 320,961 | $10.0M | 0.01% | −5,479−1.7% | Reduced |
| Bank of America Corp | 394,385 | $12.3M | 0.00% | +246,697+167.0% | Added |
| BlackRock Inc. | 508,453 | $15.8M | 0.00% | +54,384+12.0% | Added |
| Clearbridge Investments, LLC | 518,894 | $16.2M | 0.02% | +2,500+0.5% | Added |
| Millennium Management LLC | 543,979 | $16.9M | 0.02% | +543,979 | New |
| Jane Street Group, LLC | 656,011 | $20.4M | 0.04% | +639,656+3,911.1% | Added |
| Citadel Advisors LLC | 753,811 | $23.5M | 0.03% | +753,811 | New |
| T. Rowe Price Investment Management, Inc. | 760,076 | $23.7M | 0.02% | +760,076 | New |
| Franklin Resources Inc | 1,334,650 | $41.6M | 0.02% | −184,228−12.1% | Reduced |
| Marshall Wace, LLP | 1,679,664 | $52.3M | 0.13% | +1,679,664 | New |
| Vanguard Group Inc | 2,780,508 | $86.6M | 0.00% | −8,881−0.3% | Reduced |
| FMR LLC | 3,847,485 | $119.8M | 0.01% | +2,084,202+118.2% | Added |
| TSG Consumer Partners LP | 53,485,898 | $1.67B | 58.49% | −5,979,605−10.1% | Reduced |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −1,259,999−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −12,946−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −12,923−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,683−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −10,746−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |