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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 13 | $0 | 0.00% | +13 | New |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| VitalStone Financial, LLC | 2 | $0 | 0.00% | +2 | New |
| CIBC Private Wealth Group, LLC | 15,715 | $443 | 0.00% | +1,000+6.8% | Added |
| Emfo, LLC | 28 | $789 | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 29 | $818 | 0.00% | +29 | New |
| Washington Trust Advisors, Inc. | 34 | $958 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 40 | $1.13K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 55 | $1.55K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $2.82K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $2.82K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $2.82K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 100 | $2.82K | 0.00% | +100 | New |
| Benjamin F. Edwards & Company, Inc. | 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 |
| Sandy Spring Bank | 110 | $3.10K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 120 | $3.38K | 0.00% | +50+71.4% | Added |
| TD Waterhouse Canada Inc. | 100 | $3.71K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 175 | $4.93K | 0.00% | +175 | New |
| Brown, Lisle/Cummings, Inc. | 185 | $5.21K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 200 | $5.64K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $5.64K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 204 | $5.75K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 206 | $5.81K | 0.00% | −5,985−96.7% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 232 | $6.54K | 0.01% | +232 | New |
| Northwestern Mutual Wealth Management Co | 250 | $7.05K | 0.00% | +250 | New |
| Fifth Third Bancorp | 271 | $7.64K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 275 | $7.75K | 0.00% | −134,786−99.8% | Reduced |
| Endurance Wealth Management, Inc. | 275 | $8.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 298 | $8.00K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 300 | $8.46K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 300 | $8.46K | 0.01% | +300 | New |
| GWM Advisors LLC | 1,002 | $9.66K | 0.00% | +1,002 | New |
| Gould Capital, LLC | 396 | $11.2K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 400 | $11.3K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 415 | $11.7K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 427 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 506 | $14.3K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 600 | $16.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 600 | $16.9K | 0.00% | +600 | New |
| Laffer Tengler Investments | 600 | $16.9K | 0.00% | +600 | New |
| Valley National Advisers Inc | 482 | $17.0K | 0.00% | −18−3.6% | Reduced |
| Citigroup Inc | 655 | $18.5K | 0.00% | −4,746−87.9% | Reduced |
| Cedar Mountain Advisors, LLC | 676 | $19.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 812 | $22.9K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 849 | $23.9K | 0.01% | +849 | New |
| Country Trust Bank | 900 | $25.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,100 | $31.0K | 0.00% | +309+39.1% | Added |
| Allworth Financial LP | 1,227 | $34.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,269 | $35.8K | 0.00% | +215+20.4% | Added |
| Deutsche Bank AG | 1,280 | $36.1K | 0.00% | +1,280 | New |
| Advisory Services Network, LLC | 1,345 | $37.9K | 0.00% | +1,345 | New |
| Rosenberg Matthew Hamilton | 1,357 | $38.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,369 | $38.6K | 0.00% | −200−12.7% | Reduced |
| Clear Street Markets LLC | 1,446 | $41.0K | 0.01% | +1,446 | New |
| Essex Investment Management Co LLC | 1,495 | $42.0K | 0.01% | +1,495 | New |
| Rockefeller Capital Management L.P. | 1,560 | $43.0K | 0.00% | +350+28.9% | Added |
| The PNC Financial Services Group, Inc. | 1,560 | $44.0K | 0.00% | −100−6.0% | Reduced |
| US Bancorp | 1,593 | $44.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,712 | $48.0K | 0.00% | +1,550+956.8% | Added |
| Parallel Advisors, LLC | 1,834 | $51.7K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,000 | $56.4K | 0.00% | −1,600−44.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,000 | $56.4K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 2,550 | $71.9K | 0.03% | +125+5.2% | Added |
| Tower Research Capital LLC (TRC) | 2,962 | $83.0K | 0.00% | +127+4.5% | Added |
| Geneos Wealth Management Inc. | 2,995 | $84.4K | 0.01% | +1,439+92.5% | Added |
| Quantbot Technologies LP | 3,131 | $88.3K | 0.01% | +3,131 | New |
| MRP Capital Investments, LLC | 3,200 | $90.2K | 0.10% | +3,200 | New |
| AdvisorShares Investments LLC | 3,262 | $92.0K | 0.03% | −786−19.4% | Reduced |
| IFP Advisors, Inc | 2,635 | $96.0K | 0.00% | −3,263−55.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,567 | $100.6K | 0.00% | +947+36.1% | Added |
| Cutler Group LP | 3,852 | $108.0K | 0.01% | −9,577−71.3% | Reduced |
| Royal Fund Management, LLC | 4,400 | $124.0K | 0.02% | +4,400 | New |
| CWM, LLC | 4,486 | $126.0K | 0.00% | +2,083+86.7% | Added |
| Tilia Fiduciary Partners, Inc. | 4,754 | $134.0K | 0.13% | −147−3.0% | Reduced |
| Hexagon Capital Partners LLC | 5,000 | $140.9K | 0.04% | 00.0% | Unchanged |
| Sandia Investment Management LP | 5,000 | $140.9K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,129 | $144.6K | 0.00% | +5,129 | New |
| Sittner & Nelson, LLC | 5,810 | $163.8K | 0.10% | +500+9.4% | Added |
| Money Concepts Capital Corp | 6,499 | $183.2K | 0.01% | +6,499 | New |
| Centiva Capital, LP | 6,799 | $191.7K | 0.02% | +6,799 | New |
| Legal & General Group Plc | 6,908 | $194.7K | 0.00% | +237+3.6% | Added |
| Clearview Wealth Advisors LLC | 7,030 | $198.2K | 0.15% | −5−0.1% | Reduced |
| Arizona State Retirement System | 7,255 | $204.5K | 0.00% | +268+3.8% | Added |
| Summit Wealth & Retirement Planning, Inc. | 7,271 | $205.0K | 0.08% | −449−5.8% | Reduced |
| Gsa Capital Partners LLP | 7,270 | $205.0K | 0.03% | −14,542−66.7% | Reduced |
| Aigen Investment Management, LP | 7,412 | $208.9K | 0.03% | −1,987−21.1% | Reduced |
| Atria Wealth Solutions, Inc. | 7,806 | $220.1K | 0.00% | −1,656−17.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 7,826 | $220.6K | 0.17% | 00.0% | Unchanged |
| Truist Financial Corp | 8,158 | $230.0K | 0.00% | −2,078−20.3% | Reduced |
| Inspire Advisors, LLC | 8,242 | $232.3K | 0.06% | +132+1.6% | Added |
| True Signal LP | 9,047 | $255.0K | 0.19% | +9,047 | 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 |
| Chicago Partners Investment Group LLC | 7,168 | $278.5K | 0.02% | +7,168 | New |
| Steward Partners Investment Advisory, LLC | 10,100 | $284.7K | 0.00% | −2,400−19.2% | Reduced |