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 |
|---|---|---|---|---|---|
| Creative Planning | 8,809 | $274.0K | 0.00% | +200+2.3% | Added |
| HBK Sorce Advisory LLC | 235,000 | $261.0K | 0.02% | +235,000 | New |
| Inspire Advisors, LLC | 8,110 | $253.0K | 0.07% | +8,110 | New |
| Keudell/Morrison Wealth Management | 8,001 | $249.0K | 0.09% | +360+4.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 7,826 | $244.0K | 0.20% | +40+0.5% | Added |
| Cetera Advisor Networks LLC | 7,811 | $243.0K | 0.00% | +333+4.5% | Added |
| Summit Wealth & Retirement Planning, Inc. | 7,720 | $240.0K | 0.10% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,100 | $220.0K | 0.00% | +7,100 | 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 |
| Arizona State Retirement System | 6,987 | $218.0K | 0.00% | +6,987 | New |
| IFP Advisors, Inc | 5,898 | $216.0K | 0.01% | +61+1.0% | Added |
| PFG Advisors | 6,839 | $213.0K | 0.02% | +6,839 | New |
| Summit Place Financial Advisors, LLC | 6,795 | $212.0K | 0.20% | −740−9.8% | Reduced |
| Legal & General Group Plc | 6,671 | $208.0K | 0.00% | +1,199+21.9% | Added |
| Van Hulzen Asset Management, LLC | 6,620 | $206.0K | 0.03% | −80−1.2% | Reduced |
| Harfst & Associates, Inc. | 6,511 | $203.0K | 0.06% | −50−0.8% | Reduced |
| 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 |
| Parallax Volatility Advisers, L.P. | 6,191 | $193.0K | 0.00% | +6,191 | New |
| American Portfolios Advisors | 5,645 | $175.8K | 0.01% | +45+0.8% | Added |
| Citigroup Inc | 5,401 | $168.0K | 0.00% | +3,236+149.5% | Added |
| Sittner & Nelson, LLC | 5,310 | $165.0K | 0.11% | +2,390+81.8% | Added |
| 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 |
| Tilia Fiduciary Partners, Inc. | 4,901 | $145.0K | 0.15% | −459−8.6% | Reduced |
| Walleye Trading LLC | 4,341 | $135.0K | 0.00% | −8,894−67.2% | Reduced |
| AdvisorShares Investments LLC | 4,048 | $126.0K | 0.03% | −5,000−55.3% | Reduced |
| Canada Pension Plan Investment Board | 3,600 | $112.0K | 0.00% | +2,000+125.0% | Added |
| Tower Research Capital LLC (TRC) | 2,835 | $88.0K | 0.00% | +37+1.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,620 | $82.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,592 | $80.7K | 0.00% | +2,592 | New |
| Archer Investment Corp | 2,425 | $75.5K | 0.03% | −25−1.0% | Reduced |
| CWM, LLC | 2,403 | $75.0K | 0.00% | +164+7.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,000 | $62.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,569 | $58.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,834 | $57.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,660 | $52.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,593 | $50.0K | 0.00% | −100−5.9% | Reduced |
| Geneos Wealth Management Inc. | 1,556 | $48.0K | 0.00% | −2,815−64.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,400 | $44.0K | 0.01% | +100+7.7% | Added |
| Rosenberg Matthew Hamilton | 1,357 | $42.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,227 | $38.0K | 0.00% | −193−13.6% | 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 |
| Gradient Investments LLC | 1,054 | $33.0K | 0.00% | −249−19.1% | Reduced |
| Country Trust Bank | 900 | $28.0K | 0.00% | 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 |
| Cedar Mountain Advisors, LLC | 676 | $21.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 500 | $17.0K | 0.00% | +200+66.7% | Added |
| Sargent Bickham Lagudis LLC | 506 | $16.0K | 0.00% | +30+6.3% | Added |
| Islay Capital Management, LLC | 440 | $14.0K | 0.02% | 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 |
| 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 |
| Covington Capital Management | 350 | $11.0K | 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 |
| Fifth Third Bancorp | 271 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 204 | $6.36K | 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 |
| Brown, Lisle/Cummings, Inc. | 185 | $5.76K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 162 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $4.34K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $4.00K | 0.00% | +100 | New |
| 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 |
| 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 |
| 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 |
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 10 | $0 | 0.00% | +10 | New |
| 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 |