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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $475 | 0.00% | +15 | New |
| HWG Holdings LP | 18 | $569 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 20 | $633 | 0.00% | −1,692−98.8% | Reduced |
| Pacific Center for Financial Services | 23 | $728 | 0.00% | +23 | New |
| Emfo, LLC | 28 | $886 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 30 | $936 | 0.00% | +30 | New |
| Retirement Group, LLC | 23 | $1.00K | 0.00% | +10+76.9% | Added |
| Exchange Traded Concepts, LLC | 40 | $1.26K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 50 | $1.58K | 0.00% | +50 | New |
| Clearstead Advisors, LLC | 55 | $1.74K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 88 | $2.78K | 0.00% | −187−68.0% | Reduced |
| TSFG, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $3.16K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $3.16K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 100 | $3.16K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 110 | $3.48K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 110 | $3.48K | 0.00% | +110 | New |
| Harbour Investments, Inc. | 120 | $3.80K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 120 | $3.80K | 0.00% | +120 | New |
| TD Waterhouse Canada Inc. | 100 | $4.30K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 150 | $4.75K | 0.00% | −2,845−95.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 167 | $5.00K | 0.00% | +167 | New |
| EverSource Wealth Advisors, LLC | 175 | $5.54K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 185 | $5.85K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 200 | $6.33K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 204 | $6.45K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 271 | $8.57K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 275 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 300 | $9.49K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 395 | $12.0K | 0.00% | −2,567−86.7% | Reduced |
| Gould Capital, LLC | 396 | $12.5K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 400 | $12.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 400 | $12.7K | 0.00% | +400 | New |
| Register Financial Advisors LLC | 400 | $12.7K | 0.01% | +400 | New |
| Householder Group Estate & Retirement Specialist, LLC | 417 | $13.0K | 0.00% | +119+39.9% | Added |
| Ten Capital Wealth Advisors, LLC | 415 | $13.1K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 415 | $13.1K | 0.00% | +415 | New |
| Northwest Investment Counselors, LLC | 427 | $13.5K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 517 | $16.4K | 0.00% | +311+151.0% | Added |
| Valley National Advisers Inc | 565 | $18.0K | 0.00% | +83+17.2% | Added |
| Hollencrest Capital Management | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 660 | $20.9K | 0.00% | −342−34.1% | Reduced |
| Cedar Mountain Advisors, LLC | 676 | $21.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 712 | $22.5K | 0.00% | −100−12.3% | Reduced |
| Country Trust Bank | 900 | $28.5K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 900 | $28.5K | 0.00% | +900 | New |
| Citigroup Inc | 915 | $28.9K | 0.00% | +260+39.7% | Added |
| CWM, LLC | 1,040 | $33.0K | 0.00% | −3,446−76.8% | Reduced |
| Lindbrook Capital, LLC | 1,100 | $34.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,130 | $35.6K | 0.00% | +1,130 | New |
| Gradient Investments LLC | 1,269 | $40.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,295 | $41.0K | 0.00% | −50−3.7% | Reduced |
| Allworth Financial LP | 1,327 | $42.0K | 0.00% | +100+8.1% | Added |
| Rosenberg Matthew Hamilton | 1,357 | $42.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,497 | $46.7K | 0.00% | +128+9.3% | Added |
| The PNC Financial Services Group, Inc. | 1,499 | $47.4K | 0.00% | −61−3.9% | Reduced |
| US Bancorp | 1,593 | $50.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,715 | $54.2K | 0.01% | +1,715 | New |
| Parallel Advisors, LLC | 1,814 | $57.4K | 0.00% | −20−1.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,000 | $63.3K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,095 | $66.3K | 0.00% | +815+63.7% | Added |
| IFP Advisors, Inc | 2,079 | $76.3K | 0.00% | −556−21.1% | Reduced |
| Tradewinds Capital Management, LLC | 2,569 | $81.3K | 0.03% | +2,569 | New |
| Archer Investment Corp | 2,600 | $82.2K | 0.03% | +50+2.0% | Added |
| Essex Investment Management Co LLC | 2,794 | $88.4K | 0.01% | +1,299+86.9% | Added |
| National Bank of Canada | 3,100 | $98.1K | 0.00% | −68,900−95.7% | Reduced |
| MRP Capital Investments, LLC | 3,200 | $101.2K | 0.11% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 3,762 | $119.0K | 0.04% | +500+15.3% | Added |
| Tilia Fiduciary Partners, Inc. | 4,644 | $146.9K | 0.14% | −110−2.3% | Reduced |
| Hexagon Capital Partners LLC | 5,000 | $158.2K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5,470 | $173.0K | 0.10% | −340−5.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,227 | $197.0K | 0.00% | +2,660+74.6% | Added |
| Harfst & Associates, Inc. | 6,326 | $200.1K | 0.06% | +6,326 | New |
| Two Sigma Securities, LLC | 6,934 | $219.3K | 0.02% | +6,934 | New |
| Clearview Wealth Advisors LLC | 6,995 | $221.3K | 0.22% | −35−0.5% | Reduced |
| Price T Rowe Associates Inc | 7,000 | $222.0K | 0.00% | +7,000 | New |
| Van Hulzen Asset Management, LLC | 7,130 | $226.0K | 0.02% | +7,130 | New |
| Rockefeller Capital Management L.P. | 7,234 | $228.0K | 0.00% | +5,674+363.7% | Added |
| Freestone Capital Holdings, LLC | 7,336 | $232.0K | 0.01% | +7,336 | New |
| Cherry Creek Investment Advisors, Inc. | 7,826 | $247.5K | 0.18% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,064 | $253.4K | 0.01% | +896+12.5% | Added |
| Cubist Systematic Strategies, LLC | 8,256 | $261.1K | 0.00% | −82,607−90.9% | Reduced |
| Atria Wealth Solutions, Inc. | 8,585 | $271.5K | 0.00% | +779+10.0% | Added |
| Hedges Asset Management LLC | 9,000 | $284.7K | 0.24% | +9,000 | New |
| Verition Fund Management LLC | 9,052 | $286.3K | 0.00% | +9,052 | New |
| Summit Place Financial Advisors, LLC | 9,200 | $291.0K | 0.21% | +9,200 | New |
| U.S. Capital Wealth Advisors, LLC | 9,300 | $294.2K | 0.01% | −200−2.1% | Reduced |
| Triton Wealth Management, PLLC | 10,163 | $294.7K | 0.18% | −506−4.7% | Reduced |
| Cetera Investment Advisers | 9,428 | $298.2K | 0.00% | −72−0.8% | Reduced |
| Inspire Advisors, LLC | 10,280 | $325.2K | 0.07% | +2,038+24.7% | Added |
| Truist Financial Corp | 10,457 | $330.8K | 0.00% | +2,299+28.2% | Added |
| First Trust Advisors LP | 10,514 | $332.6K | 0.00% | −23,276−68.9% | Reduced |
| Arizona State Retirement System | 10,556 | $333.9K | 0.00% | +3,301+45.5% | Added |
| Steward Partners Investment Advisory, LLC | 11,100 | $351.1K | 0.01% | +1,000+9.9% | Added |
| Renaissance Capital LLC | 11,265 | $356.3K | 0.26% | −1,143−9.2% | Reduced |