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, Q4 2022
Institutional positions in Dutch Bros Inc. as of Dec 31, 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
- 192
- +6 vs. Q3 2022
- Shares held
- 74.9M
- +686.4K (+0.9%) vs. Q3 2022
- Total value
- $2.10B
- −$206.5M (−9.0%) vs. Q3 2022
- New holders
- 36
- 60 more added
- Sold out
- 30
- 51 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSG Consumer Partners LP | 53,485,898 | $1.51B | 52.63% | 00.0% | Unchanged |
| FMR LLC | 6,203,913 | $174.9M | 0.02% | +2,356,428+61.2% | Added |
| Vanguard Group Inc | 3,427,113 | $96.6M | 0.00% | +646,605+23.3% | Added |
| Franklin Resources Inc | 1,284,653 | $36.2M | 0.02% | −49,997−3.7% | Reduced |
| Marshall Wace, LLP | 1,234,094 | $34.8M | 0.09% | −445,570−26.5% | Reduced |
| BlackRock Inc. | 548,710 | $15.5M | 0.00% | +40,257+7.9% | Added |
| T. Rowe Price Investment Management, Inc. | 528,585 | $14.9M | 0.01% | −231,491−30.5% | Reduced |
| Clearbridge Investments, LLC | 525,531 | $14.8M | 0.01% | +6,637+1.3% | Added |
| Millennium Management LLC | 478,402 | $13.5M | 0.01% | −65,577−12.1% | Reduced |
| American Century Companies Inc | 404,860 | $11.4M | 0.01% | +103,250+34.2% | Added |
| Bank of America Corp | 382,059 | $10.8M | 0.00% | −12,326−3.1% | Reduced |
| LPL Financial LLC | 322,013 | $9.08M | 0.01% | +1,052+0.3% | Added |
| Federated Hermes, Inc. | 300,000 | $8.46M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 275,548 | $7.77M | 0.00% | +40,493+17.2% | Added |
| Citadel Advisors LLC | 269,103 | $7.59M | 0.01% | −484,708−64.3% | Reduced |
| Becker Capital Management Inc | 222,896 | $6.28M | 0.29% | −3,508−1.5% | Reduced |
| Goldman Sachs Group Inc | 222,389 | $6.27M | 0.00% | +105,899+90.9% | Added |
| Wells Fargo & Company | 196,528 | $5.54M | 0.00% | +3,661+1.9% | Added |
| Morgan Stanley | 189,571 | $5.34M | 0.00% | −68,491−26.5% | Reduced |
| State of Michigan Retirement System | 180,000 | $5.07M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 167,447 | $4.72M | 0.01% | +75,194+81.5% | Added |
| Charles Schwab Investment Management Inc | 153,182 | $4.32M | 0.00% | +22,900+17.6% | Added |
| Public Employees Retirement Association of Colorado | 148,265 | $4.18M | 0.02% | +965+0.7% | Added |
| State of Wisconsin Investment Board | 146,805 | $4.14M | 0.01% | +23,540+19.1% | Added |
| Macquarie Group Ltd | 138,698 | $3.91M | 0.00% | +57,853+71.6% | Added |
| Walleye Trading LLC | 126,259 | $3.56M | 0.09% | +121,918+2,808.5% | Added |
| State Street Corp | 124,262 | $3.50M | 0.00% | +5,505+4.6% | Added |
| Commonwealth Equity Services, LLC | 123,410 | $3.48M | 0.01% | +6,949+6.0% | Added |
| Taylor Frigon Capital Management LLC | 121,215 | $3.42M | 1.94% | +55,623+84.8% | Added |
| Pier Capital, LLC | 121,002 | $3.41M | 0.56% | +582+0.5% | Added |
| D. E. Shaw & Co., Inc. | 115,370 | $3.25M | 0.01% | −188,160−62.0% | Reduced |
| UBS Group AG | 113,640 | $3.20M | 0.00% | +50,931+81.2% | Added |
| Sculptor Capital LP | 113,100 | $3.19M | 0.06% | +8,600+8.2% | Added |
| Carnegie Capital Asset Management, LLC | 103,300 | $2.91M | 0.13% | −6,870−6.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 96,468 | $2.72M | 0.01% | +3,285+3.5% | Added |
| Cubist Systematic Strategies, LLC | 90,863 | $2.56M | 0.02% | +90,863 | New |
| TRUE Private Wealth Advisors | 80,031 | $2.26M | 0.35% | −8,044−9.1% | Reduced |
| National Bank of Canada | 72,000 | $2.03M | 0.01% | +72,000 | New |
| Blair William & Co | 68,722 | $1.94M | 0.01% | −26,967−28.2% | Reduced |
| Swiss National Bank | 62,100 | $1.75M | 0.00% | +1,100+1.8% | Added |
| Northern Trust Corp | 61,752 | $1.74M | 0.00% | +6,846+12.5% | Added |
| Cetera Advisors LLC | 59,689 | $1.68M | 0.03% | −2,845−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 55,965 | $1.58M | 0.01% | −1,521−2.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 53,920 | $1.52M | 0.15% | +53,920 | New |
| Stifel Financial Corp | 52,078 | $1.47M | 0.00% | −22,721−30.4% | Reduced |
| Raymond James & Associates | 50,055 | $1.41M | 0.00% | +5,886+13.3% | Added |
| Private Wealth Advisors | 48,793 | $1.38M | 0.59% | +212+0.4% | Added |
| Schonfeld Strategic Advisors LLC | 40,900 | $1.15M | 0.01% | +33,800+476.1% | Added |
| Hodges Capital Management Inc. | 34,868 | $983.0K | 0.09% | +21,912+169.1% | Added |
| EFG Asset Management (North America) Corp. | 34,924 | $981.0K | 0.22% | +6,338+22.2% | Added |
| First Trust Advisors LP | 33,790 | $952.5K | 0.00% | +33,790 | New |
| Jump Financial, LLC | 32,880 | $926.9K | 0.05% | +32,880 | New |
| Hussman Strategic Advisors, Inc. | 31,000 | $873.9K | 0.14% | +31,000 | New |
| Man Group plc | 30,152 | $850.0K | 0.00% | −2,030−6.3% | Reduced |
| UBS Asset Management Americas Inc | 29,831 | $840.9K | 0.00% | +9,904+49.7% | Added |
| Financial Advocates Investment Management | 29,095 | $820.2K | 0.06% | −691−2.3% | Reduced |
| Kestra Advisory Services, LLC | 28,645 | $807.5K | 0.01% | −16,306−36.3% | Reduced |
| Sigma Planning Corp | 27,442 | $773.6K | 0.03% | +4,420+19.2% | Added |
| Bank of New York Mellon Corp | 26,109 | $736.0K | 0.00% | +11,134+74.4% | Added |
| Ocean Capital Management, LLC | 23,773 | $670.2K | 0.39% | −1,552−6.1% | Reduced |
| Wealth Management Partners, LLC | 23,000 | $644.6K | 0.54% | 00.0% | Unchanged |
| California State Teachers Retirement System | 22,345 | $629.9K | 0.00% | +221+1.0% | Added |
| Credit Suisse AG | 21,913 | $617.7K | 0.00% | +3,647+20.0% | Added |
| Verus Capital Partners, LLC | 20,502 | $578.0K | 0.11% | −3,938−16.1% | Reduced |
| HBK Sorce Advisory LLC | 470,000 | $543.0K | 0.01% | +235,000+100.0% | Added |
| Aquatic Capital Management LLC | 18,700 | $528.0K | 0.04% | +18,700 | New |
| Neuberger Berman Group LLC | 17,729 | $499.8K | 0.00% | +17,729 | New |
| Belpointe Asset Management LLC | 17,262 | $486.6K | 0.03% | −2,487−12.6% | Reduced |
| Royal Bank of Canada | 16,182 | $457.0K | 0.00% | +1,488+10.1% | Added |
| Ameriprise Financial Inc | 15,665 | $442.0K | 0.00% | −1,312−7.7% | Reduced |
| Orca Investment Management, LLC | 15,455 | $435.7K | 0.55% | −92−0.6% | Reduced |
| Independent Advisor Alliance | 15,427 | $435.0K | 0.05% | +541+3.6% | Added |
| Baird Financial Group, Inc. | 14,911 | $420.0K | 0.00% | −2,751−15.6% | Reduced |
| Kingsview Wealth Management, LLC | 14,762 | $416.1K | 0.02% | −2,360−13.8% | Reduced |
| HighTower Advisors, LLC | 14,739 | $415.0K | 0.00% | +4,615+45.6% | Added |
| TD Asset Management Inc | 14,488 | $408.4K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 14,305 | $403.0K | 0.01% | −3,592−20.1% | Reduced |
| Wedbush Securities Inc | 13,681 | $386.0K | 0.02% | −1,200−8.1% | Reduced |
| Independent Financial Group, LLC | 13,611 | $383.7K | 0.03% | +13,611 | New |
| Bayesian Capital Management, LP | 13,600 | $383.4K | 0.06% | +13,600 | New |
| D.A. Davidson & Co. | 13,362 | $376.7K | 0.00% | +166+1.3% | Added |
| JPMorgan Chase & Co | 13,217 | $373.0K | 0.00% | +3,475+35.7% | Added |
| Dimensional Fund Advisors LP | 13,132 | $370.0K | 0.00% | +125+1.0% | Added |
| Triton Wealth Management, PLLC | 10,669 | $369.9K | 0.22% | −2,415−18.5% | Reduced |
| Cetera Advisor Networks LLC | 13,043 | $367.7K | 0.00% | +5,232+67.0% | Added |
| Jane Street Group, LLC | 12,937 | $364.7K | 0.00% | −643,074−98.0% | Reduced |
| Janney Montgomery Scott LLC | 12,904 | $364.0K | 0.00% | +997+8.4% | Added |
| Creative Planning | 12,881 | $363.1K | 0.00% | +4,072+46.2% | Added |
| Balyasny Asset Management LLC | 12,551 | $353.8K | 0.00% | −275,511−95.6% | Reduced |
| Renaissance Capital LLC | 12,408 | $349.8K | 0.27% | −438−3.4% | Reduced |
| RB Capital Management, LLC | 10,764 | $303.4K | 0.11% | +80+0.7% | Added |
| Range Financial Group LLC | 10,267 | $289.4K | 0.20% | +10,267 | New |
| Steward Partners Investment Advisory, LLC | 10,100 | $284.7K | 0.00% | −2,400−19.2% | Reduced |
| Chicago Partners Investment Group LLC | 7,168 | $278.5K | 0.02% | +7,168 | New |
| U.S. Capital Wealth Advisors, LLC | 9,500 | $267.8K | 0.01% | −4,250−30.9% | Reduced |
| Cetera Investment Advisers | 9,500 | $267.8K | 0.00% | −1,176−11.0% | Reduced |
| True Signal LP | 9,047 | $255.0K | 0.19% | +9,047 | New |
| Inspire Advisors, LLC | 8,242 | $232.3K | 0.06% | +132+1.6% | Added |
| Truist Financial Corp | 8,158 | $230.0K | 0.00% | −2,078−20.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 7,826 | $220.6K | 0.17% | 00.0% | Unchanged |