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 |
|---|---|---|---|---|---|
| Range Financial Group LLC | 10,267 | $289.4K | 0.20% | +10,267 | New |
| RB Capital Management, LLC | 10,764 | $303.4K | 0.11% | +80+0.7% | Added |
| Renaissance Capital LLC | 12,408 | $349.8K | 0.27% | −438−3.4% | Reduced |
| Balyasny Asset Management LLC | 12,551 | $353.8K | 0.00% | −275,511−95.6% | Reduced |
| Creative Planning | 12,881 | $363.1K | 0.00% | +4,072+46.2% | Added |
| Janney Montgomery Scott LLC | 12,904 | $364.0K | 0.00% | +997+8.4% | Added |
| Jane Street Group, LLC | 12,937 | $364.7K | 0.00% | −643,074−98.0% | Reduced |
| Cetera Advisor Networks LLC | 13,043 | $367.7K | 0.00% | +5,232+67.0% | Added |
| Triton Wealth Management, PLLC | 10,669 | $369.9K | 0.22% | −2,415−18.5% | Reduced |
| Dimensional Fund Advisors LP | 13,132 | $370.0K | 0.00% | +125+1.0% | Added |
| JPMorgan Chase & Co | 13,217 | $373.0K | 0.00% | +3,475+35.7% | Added |
| D.A. Davidson & Co. | 13,362 | $376.7K | 0.00% | +166+1.3% | Added |
| Bayesian Capital Management, LP | 13,600 | $383.4K | 0.06% | +13,600 | New |
| Independent Financial Group, LLC | 13,611 | $383.7K | 0.03% | +13,611 | New |
| Wedbush Securities Inc | 13,681 | $386.0K | 0.02% | −1,200−8.1% | Reduced |
| Wolverine Trading, LLC | 14,305 | $403.0K | 0.01% | −3,592−20.1% | Reduced |
| TD Asset Management Inc | 14,488 | $408.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,739 | $415.0K | 0.00% | +4,615+45.6% | Added |
| Kingsview Wealth Management, LLC | 14,762 | $416.1K | 0.02% | −2,360−13.8% | Reduced |
| Baird Financial Group, Inc. | 14,911 | $420.0K | 0.00% | −2,751−15.6% | Reduced |
| Independent Advisor Alliance | 15,427 | $435.0K | 0.05% | +541+3.6% | Added |
| Orca Investment Management, LLC | 15,455 | $435.7K | 0.55% | −92−0.6% | Reduced |
| Ameriprise Financial Inc | 15,665 | $442.0K | 0.00% | −1,312−7.7% | Reduced |
| Royal Bank of Canada | 16,182 | $457.0K | 0.00% | +1,488+10.1% | Added |
| Belpointe Asset Management LLC | 17,262 | $486.6K | 0.03% | −2,487−12.6% | Reduced |
| Neuberger Berman Group LLC | 17,729 | $499.8K | 0.00% | +17,729 | New |
| Aquatic Capital Management LLC | 18,700 | $528.0K | 0.04% | +18,700 | New |
| HBK Sorce Advisory LLC | 470,000 | $543.0K | 0.01% | +235,000+100.0% | Added |
| Verus Capital Partners, LLC | 20,502 | $578.0K | 0.11% | −3,938−16.1% | Reduced |
| Credit Suisse AG | 21,913 | $617.7K | 0.00% | +3,647+20.0% | Added |
| California State Teachers Retirement System | 22,345 | $629.9K | 0.00% | +221+1.0% | Added |
| Wealth Management Partners, LLC | 23,000 | $644.6K | 0.54% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 23,773 | $670.2K | 0.39% | −1,552−6.1% | Reduced |
| Bank of New York Mellon Corp | 26,109 | $736.0K | 0.00% | +11,134+74.4% | Added |
| Sigma Planning Corp | 27,442 | $773.6K | 0.03% | +4,420+19.2% | Added |
| Kestra Advisory Services, LLC | 28,645 | $807.5K | 0.01% | −16,306−36.3% | Reduced |
| Financial Advocates Investment Management | 29,095 | $820.2K | 0.06% | −691−2.3% | Reduced |
| UBS Asset Management Americas Inc | 29,831 | $840.9K | 0.00% | +9,904+49.7% | Added |
| Man Group plc | 30,152 | $850.0K | 0.00% | −2,030−6.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 31,000 | $873.9K | 0.14% | +31,000 | New |
| Jump Financial, LLC | 32,880 | $926.9K | 0.05% | +32,880 | New |
| First Trust Advisors LP | 33,790 | $952.5K | 0.00% | +33,790 | New |
| EFG Asset Management (North America) Corp. | 34,924 | $981.0K | 0.22% | +6,338+22.2% | Added |
| Hodges Capital Management Inc. | 34,868 | $983.0K | 0.09% | +21,912+169.1% | Added |
| Schonfeld Strategic Advisors LLC | 40,900 | $1.15M | 0.01% | +33,800+476.1% | Added |
| Private Wealth Advisors | 48,793 | $1.38M | 0.59% | +212+0.4% | Added |
| Raymond James & Associates | 50,055 | $1.41M | 0.00% | +5,886+13.3% | Added |
| Stifel Financial Corp | 52,078 | $1.47M | 0.00% | −22,721−30.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 53,920 | $1.52M | 0.15% | +53,920 | New |
| Cambridge Investment Research Advisors, Inc. | 55,965 | $1.58M | 0.01% | −1,521−2.6% | Reduced |
| Cetera Advisors LLC | 59,689 | $1.68M | 0.03% | −2,845−4.5% | Reduced |
| Northern Trust Corp | 61,752 | $1.74M | 0.00% | +6,846+12.5% | Added |
| Swiss National Bank | 62,100 | $1.75M | 0.00% | +1,100+1.8% | Added |
| Blair William & Co | 68,722 | $1.94M | 0.01% | −26,967−28.2% | Reduced |
| National Bank of Canada | 72,000 | $2.03M | 0.01% | +72,000 | New |
| TRUE Private Wealth Advisors | 80,031 | $2.26M | 0.35% | −8,044−9.1% | Reduced |
| Cubist Systematic Strategies, LLC | 90,863 | $2.56M | 0.02% | +90,863 | New |
| Raymond James Financial Services Advisors, Inc. | 96,468 | $2.72M | 0.01% | +3,285+3.5% | Added |
| Carnegie Capital Asset Management, LLC | 103,300 | $2.91M | 0.13% | −6,870−6.2% | Reduced |
| Sculptor Capital LP | 113,100 | $3.19M | 0.06% | +8,600+8.2% | Added |
| UBS Group AG | 113,640 | $3.20M | 0.00% | +50,931+81.2% | Added |
| D. E. Shaw & Co., Inc. | 115,370 | $3.25M | 0.01% | −188,160−62.0% | Reduced |
| Pier Capital, LLC | 121,002 | $3.41M | 0.56% | +582+0.5% | Added |
| Taylor Frigon Capital Management LLC | 121,215 | $3.42M | 1.94% | +55,623+84.8% | Added |
| Commonwealth Equity Services, LLC | 123,410 | $3.48M | 0.01% | +6,949+6.0% | Added |
| State Street Corp | 124,262 | $3.50M | 0.00% | +5,505+4.6% | Added |
| Walleye Trading LLC | 126,259 | $3.56M | 0.09% | +121,918+2,808.5% | Added |
| Macquarie Group Ltd | 138,698 | $3.91M | 0.00% | +57,853+71.6% | Added |
| State of Wisconsin Investment Board | 146,805 | $4.14M | 0.01% | +23,540+19.1% | Added |
| Public Employees Retirement Association of Colorado | 148,265 | $4.18M | 0.02% | +965+0.7% | Added |
| Charles Schwab Investment Management Inc | 153,182 | $4.32M | 0.00% | +22,900+17.6% | Added |
| Advisor Group Holdings, Inc. | 167,447 | $4.72M | 0.01% | +75,194+81.5% | Added |
| State of Michigan Retirement System | 180,000 | $5.07M | 0.04% | 00.0% | Unchanged |
| Morgan Stanley | 189,571 | $5.34M | 0.00% | −68,491−26.5% | Reduced |
| Wells Fargo & Company | 196,528 | $5.54M | 0.00% | +3,661+1.9% | Added |
| Goldman Sachs Group Inc | 222,389 | $6.27M | 0.00% | +105,899+90.9% | Added |
| Becker Capital Management Inc | 222,896 | $6.28M | 0.29% | −3,508−1.5% | Reduced |
| Citadel Advisors LLC | 269,103 | $7.59M | 0.01% | −484,708−64.3% | Reduced |
| Geode Capital Management, LLC | 275,548 | $7.77M | 0.00% | +40,493+17.2% | Added |
| Federated Hermes, Inc. | 300,000 | $8.46M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 322,013 | $9.08M | 0.01% | +1,052+0.3% | Added |
| Bank of America Corp | 382,059 | $10.8M | 0.00% | −12,326−3.1% | Reduced |
| American Century Companies Inc | 404,860 | $11.4M | 0.01% | +103,250+34.2% | Added |
| Millennium Management LLC | 478,402 | $13.5M | 0.01% | −65,577−12.1% | Reduced |
| Clearbridge Investments, LLC | 525,531 | $14.8M | 0.01% | +6,637+1.3% | Added |
| T. Rowe Price Investment Management, Inc. | 528,585 | $14.9M | 0.01% | −231,491−30.5% | Reduced |
| BlackRock Inc. | 548,710 | $15.5M | 0.00% | +40,257+7.9% | Added |
| Marshall Wace, LLP | 1,234,094 | $34.8M | 0.09% | −445,570−26.5% | Reduced |
| Franklin Resources Inc | 1,284,653 | $36.2M | 0.02% | −49,997−3.7% | Reduced |
| Vanguard Group Inc | 3,427,113 | $96.6M | 0.00% | +646,605+23.3% | Added |
| FMR LLC | 6,203,913 | $174.9M | 0.02% | +2,356,428+61.2% | Added |
| TSG Consumer Partners LP | 53,485,898 | $1.51B | 52.63% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −217,127−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −213,575−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −150,191−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −111,717−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −74,300−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −66,628−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −44,002−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |