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