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, Q1 2023
Institutional positions in Dutch Bros Inc. as of Mar 31, 2023. 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
- 187
- −1 vs. Q4 2022
- Shares held
- 74.3M
- −583.6K (−0.8%) vs. Q4 2022
- Total value
- $2.35B
- +$252.3M (+12.0%) vs. Q4 2022
- New holders
- 35
- 60 more added
- Sold out
- 36
- 50 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSG Consumer Partners LP | 53,485,898 | $1.69B | 59.26% | 00.0% | Unchanged |
| FMR LLC | 6,849,489 | $216.6M | 0.02% | +645,576+10.4% | Added |
| Vanguard Group Inc | 3,493,347 | $110.5M | 0.00% | +66,234+1.9% | Added |
| Franklin Resources Inc | 1,129,562 | $35.7M | 0.02% | −155,091−12.1% | Reduced |
| Bank of America Corp | 991,272 | $31.4M | 0.00% | +609,213+159.5% | Added |
| BlackRock Inc. | 594,228 | $18.8M | 0.00% | +45,518+8.3% | Added |
| Clearbridge Investments, LLC | 545,597 | $17.3M | 0.02% | +20,066+3.8% | Added |
| T. Rowe Price Investment Management, Inc. | 520,616 | $16.5M | 0.01% | −7,969−1.5% | Reduced |
| Federated Hermes, Inc. | 445,000 | $14.1M | 0.04% | +145,000+48.3% | Added |
| American Century Companies Inc | 403,736 | $12.8M | 0.01% | −1,124−0.3% | Reduced |
| Goldman Sachs Group Inc | 383,229 | $12.1M | 0.00% | +160,840+72.3% | Added |
| Joho Capital LLC | 356,803 | $11.3M | 2.90% | +356,803 | New |
| LPL Financial LLC | 319,449 | $10.1M | 0.01% | −2,564−0.8% | Reduced |
| Geode Capital Management, LLC | 280,794 | $8.88M | 0.00% | +5,246+1.9% | Added |
| Sculptor Capital LP | 253,900 | $8.03M | 0.20% | +140,800+124.5% | Added |
| Morgan Stanley | 215,399 | $6.81M | 0.00% | +25,828+13.6% | Added |
| Citadel Advisors LLC | 180,427 | $5.71M | 0.01% | −88,676−33.0% | Reduced |
| State of Michigan Retirement System | 180,000 | $5.69M | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 177,947 | $5.63M | 0.00% | −18,581−9.5% | Reduced |
| Millennium Management LLC | 172,806 | $5.47M | 0.01% | −305,596−63.9% | Reduced |
| Becker Capital Management Inc | 168,748 | $5.34M | 0.21% | −54,148−24.3% | Reduced |
| Charles Schwab Investment Management Inc | 152,155 | $4.81M | 0.00% | −1,027−0.7% | Reduced |
| State Street Corp | 148,808 | $4.71M | 0.00% | +24,546+19.8% | Added |
| Advisor Group Holdings, Inc. | 146,879 | $4.65M | 0.01% | −20,568−12.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 137,260 | $4.34M | 0.17% | +33,960+32.9% | Added |
| State of Wisconsin Investment Board | 131,359 | $4.15M | 0.01% | −15,446−10.5% | Reduced |
| Commonwealth Equity Services, LLC | 122,811 | $3.88M | 0.01% | −599−0.5% | Reduced |
| Taylor Frigon Capital Management LLC | 119,686 | $3.79M | 2.07% | −1,529−1.3% | Reduced |
| Neuberger Berman Group LLC | 97,761 | $3.09M | 0.00% | +80,032+451.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 95,177 | $3.01M | 0.01% | −1,291−1.3% | Reduced |
| TRUE Private Wealth Advisors | 79,824 | $2.52M | 0.37% | −207−0.3% | Reduced |
| Swiss National Bank | 78,700 | $2.49M | 0.00% | +16,600+26.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 77,340 | $2.45M | 0.01% | +21,375+38.2% | Added |
| Arrowroot Family Office, LLC | 71,639 | $2.27M | 1.93% | +71,639 | New |
| Northern Trust Corp | 67,686 | $2.14M | 0.00% | +5,934+9.6% | Added |
| Raymond James & Associates | 65,198 | $2.06M | 0.00% | +15,143+30.3% | Added |
| Jane Street Group, LLC | 64,025 | $2.03M | 0.00% | +51,088+394.9% | Added |
| Blair William & Co | 59,225 | $1.87M | 0.01% | −9,497−13.8% | Reduced |
| Cetera Advisors LLC | 59,065 | $1.87M | 0.03% | −624−1.0% | Reduced |
| IMA Wealth, Inc. | 50,977 | $1.61M | 0.42% | +50,977 | New |
| Private Wealth Advisors | 48,399 | $1.53M | 0.65% | −394−0.8% | Reduced |
| EFG Asset Management (North America) Corp. | 45,947 | $1.45M | 0.32% | +11,023+31.6% | Added |
| Sigma Planning Corp | 45,677 | $1.44M | 0.05% | +18,235+66.4% | Added |
| Susquehanna International Group, LLP | 40,562 | $1.28M | 0.00% | +40,562 | New |
| Symmetry Investments LP | 38,916 | $1.23M | 0.59% | +38,916 | New |
| BlueCrest Capital Management Ltd | 35,663 | $1.13M | 0.12% | +35,663 | New |
| Aigen Investment Management, LP | 35,417 | $1.12M | 0.15% | +28,005+377.8% | Added |
| Squarepoint Ops LLC | 35,191 | $1.11M | 0.01% | +35,191 | New |
| Stifel Financial Corp | 33,098 | $1.05M | 0.00% | −18,980−36.4% | Reduced |
| California State Teachers Retirement System | 32,006 | $1.01M | 0.00% | +9,661+43.2% | Added |
| Credit Suisse AG | 31,937 | $1.01M | 0.00% | +10,024+45.7% | Added |
| Financial Advocates Investment Management | 31,795 | $1.01M | 0.08% | +2,700+9.3% | Added |
| Hussman Strategic Advisors, Inc. | 31,000 | $980.5K | 0.15% | 00.0% | Unchanged |
| UBS Group AG | 28,432 | $899.3K | 0.00% | −85,208−75.0% | Reduced |
| Verus Capital Partners, LLC | 26,819 | $848.3K | 0.13% | +6,317+30.8% | Added |
| Royal Fund Management, LLC | 26,000 | $822.4K | 0.12% | +21,600+490.9% | Added |
| Ameriprise Financial Inc | 25,552 | $808.2K | 0.00% | +9,887+63.1% | Added |
| Bank of New York Mellon Corp | 24,615 | $778.6K | 0.00% | −1,494−5.7% | Reduced |
| Nomura Holdings Inc | 23,691 | $749.3K | 0.01% | +23,691 | New |
| Wealth Management Partners, LLC | 23,480 | $742.7K | 0.52% | +480+2.1% | Added |
| Kestra Advisory Services, LLC | 22,985 | $727.0K | 0.01% | −5,660−19.8% | Reduced |
| UBS Asset Management Americas Inc | 21,472 | $679.2K | 0.00% | −8,359−28.0% | Reduced |
| Kingsview Wealth Management, LLC | 20,614 | $652.0K | 0.03% | +5,852+39.6% | Added |
| Aquatic Capital Management LLC | 20,000 | $633.0K | 0.04% | +1,300+7.0% | Added |
| Independent Advisor Alliance | 19,929 | $630.4K | 0.03% | +4,502+29.2% | Added |
| Janus Henderson Group PLC | 19,623 | $620.6K | 0.00% | +19,623 | New |
| CIBC Private Wealth Group, LLC | 18,000 | $569.3K | 0.00% | +2,285+14.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,413 | $550.8K | 0.00% | +17,413 | New |
| Kestra Private Wealth Services, LLC | 17,044 | $539.1K | 0.02% | +17,044 | New |
| Belpointe Asset Management LLC | 16,664 | $527.1K | 0.03% | −598−3.5% | Reduced |
| Dimensional Fund Advisors LP | 15,747 | $498.1K | 0.00% | +2,615+19.9% | Added |
| Wedbush Securities Inc | 15,656 | $495.0K | 0.02% | +1,975+14.4% | Added |
| Baird Financial Group, Inc. | 15,441 | $488.4K | 0.00% | +530+3.6% | Added |
| Orca Investment Management, LLC | 15,362 | $485.9K | 0.60% | −93−0.6% | Reduced |
| HighTower Advisors, LLC | 15,269 | $479.0K | 0.00% | +530+3.6% | Added |
| JPMorgan Chase & Co | 15,020 | $475.3K | 0.00% | +1,803+13.6% | Added |
| Legal & General Group Plc | 14,557 | $460.4K | 0.00% | +7,649+110.7% | Added |
| TD Asset Management Inc | 14,488 | $458.3K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 14,425 | $456.3K | 0.00% | +1,382+10.6% | Added |
| Creative Planning | 13,647 | $431.7K | 0.00% | +766+5.9% | Added |
| Royal Bank of Canada | 13,479 | $426.0K | 0.00% | −2,703−16.7% | Reduced |
| RB Capital Management, LLC | 12,827 | $405.7K | 0.13% | +2,063+19.2% | Added |
| D.A. Davidson & Co. | 12,705 | $401.9K | 0.00% | −657−4.9% | Reduced |
| Janney Montgomery Scott LLC | 12,591 | $398.0K | 0.00% | −313−2.4% | Reduced |
| Dynamic Advisor Solutions LLC | 12,149 | $384.3K | 0.02% | +12,149 | New |
| Independent Financial Group, LLC | 11,950 | $378.0K | 0.03% | −1,661−12.2% | Reduced |
| Capital Fund Management S.A. | 11,700 | $370.1K | 0.01% | +11,700 | New |
| Renaissance Capital LLC | 11,265 | $356.3K | 0.26% | −1,143−9.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,100 | $351.1K | 0.01% | +1,000+9.9% | Added |
| Arizona State Retirement System | 10,556 | $333.9K | 0.00% | +3,301+45.5% | Added |
| First Trust Advisors LP | 10,514 | $332.6K | 0.00% | −23,276−68.9% | Reduced |
| Truist Financial Corp | 10,457 | $330.8K | 0.00% | +2,299+28.2% | Added |
| Inspire Advisors, LLC | 10,280 | $325.2K | 0.07% | +2,038+24.7% | Added |
| Cetera Investment Advisers | 9,428 | $298.2K | 0.00% | −72−0.8% | Reduced |
| Triton Wealth Management, PLLC | 10,163 | $294.7K | 0.18% | −506−4.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,300 | $294.2K | 0.01% | −200−2.1% | Reduced |
| Summit Place Financial Advisors, LLC | 9,200 | $291.0K | 0.21% | +9,200 | New |
| Verition Fund Management LLC | 9,052 | $286.3K | 0.00% | +9,052 | New |
| Hedges Asset Management LLC | 9,000 | $284.7K | 0.24% | +9,000 | New |
| Atria Wealth Solutions, Inc. | 8,585 | $271.5K | 0.00% | +779+10.0% | Added |