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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 11,700 | $370.1K | 0.01% | +11,700 | New |
| Independent Financial Group, LLC | 11,950 | $378.0K | 0.03% | −1,661−12.2% | Reduced |
| Dynamic Advisor Solutions LLC | 12,149 | $384.3K | 0.02% | +12,149 | New |
| Janney Montgomery Scott LLC | 12,591 | $398.0K | 0.00% | −313−2.4% | Reduced |
| D.A. Davidson & Co. | 12,705 | $401.9K | 0.00% | −657−4.9% | Reduced |
| RB Capital Management, LLC | 12,827 | $405.7K | 0.13% | +2,063+19.2% | Added |
| Royal Bank of Canada | 13,479 | $426.0K | 0.00% | −2,703−16.7% | Reduced |
| Creative Planning | 13,647 | $431.7K | 0.00% | +766+5.9% | Added |
| Cetera Advisor Networks LLC | 14,425 | $456.3K | 0.00% | +1,382+10.6% | Added |
| TD Asset Management Inc | 14,488 | $458.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 14,557 | $460.4K | 0.00% | +7,649+110.7% | Added |
| JPMorgan Chase & Co | 15,020 | $475.3K | 0.00% | +1,803+13.6% | Added |
| HighTower Advisors, LLC | 15,269 | $479.0K | 0.00% | +530+3.6% | Added |
| Orca Investment Management, LLC | 15,362 | $485.9K | 0.60% | −93−0.6% | Reduced |
| Baird Financial Group, Inc. | 15,441 | $488.4K | 0.00% | +530+3.6% | Added |
| Wedbush Securities Inc | 15,656 | $495.0K | 0.02% | +1,975+14.4% | Added |
| Dimensional Fund Advisors LP | 15,747 | $498.1K | 0.00% | +2,615+19.9% | Added |
| Belpointe Asset Management LLC | 16,664 | $527.1K | 0.03% | −598−3.5% | Reduced |
| Kestra Private Wealth Services, LLC | 17,044 | $539.1K | 0.02% | +17,044 | New |
| Mirae Asset Global Investments Co., Ltd. | 17,413 | $550.8K | 0.00% | +17,413 | New |
| CIBC Private Wealth Group, LLC | 18,000 | $569.3K | 0.00% | +2,285+14.5% | Added |
| Janus Henderson Group PLC | 19,623 | $620.6K | 0.00% | +19,623 | New |
| Independent Advisor Alliance | 19,929 | $630.4K | 0.03% | +4,502+29.2% | Added |
| Aquatic Capital Management LLC | 20,000 | $633.0K | 0.04% | +1,300+7.0% | Added |
| Kingsview Wealth Management, LLC | 20,614 | $652.0K | 0.03% | +5,852+39.6% | Added |
| UBS Asset Management Americas Inc | 21,472 | $679.2K | 0.00% | −8,359−28.0% | Reduced |
| Kestra Advisory Services, LLC | 22,985 | $727.0K | 0.01% | −5,660−19.8% | Reduced |
| Wealth Management Partners, LLC | 23,480 | $742.7K | 0.52% | +480+2.1% | Added |
| Nomura Holdings Inc | 23,691 | $749.3K | 0.01% | +23,691 | New |
| Bank of New York Mellon Corp | 24,615 | $778.6K | 0.00% | −1,494−5.7% | Reduced |
| Ameriprise Financial Inc | 25,552 | $808.2K | 0.00% | +9,887+63.1% | Added |
| Royal Fund Management, LLC | 26,000 | $822.4K | 0.12% | +21,600+490.9% | Added |
| Verus Capital Partners, LLC | 26,819 | $848.3K | 0.13% | +6,317+30.8% | Added |
| UBS Group AG | 28,432 | $899.3K | 0.00% | −85,208−75.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 31,000 | $980.5K | 0.15% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 31,795 | $1.01M | 0.08% | +2,700+9.3% | Added |
| Credit Suisse AG | 31,937 | $1.01M | 0.00% | +10,024+45.7% | Added |
| California State Teachers Retirement System | 32,006 | $1.01M | 0.00% | +9,661+43.2% | Added |
| Stifel Financial Corp | 33,098 | $1.05M | 0.00% | −18,980−36.4% | Reduced |
| Squarepoint Ops LLC | 35,191 | $1.11M | 0.01% | +35,191 | New |
| Aigen Investment Management, LP | 35,417 | $1.12M | 0.15% | +28,005+377.8% | Added |
| BlueCrest Capital Management Ltd | 35,663 | $1.13M | 0.12% | +35,663 | New |
| Symmetry Investments LP | 38,916 | $1.23M | 0.59% | +38,916 | New |
| Susquehanna International Group, LLP | 40,562 | $1.28M | 0.00% | +40,562 | New |
| Sigma Planning Corp | 45,677 | $1.44M | 0.05% | +18,235+66.4% | Added |
| EFG Asset Management (North America) Corp. | 45,947 | $1.45M | 0.32% | +11,023+31.6% | Added |
| Private Wealth Advisors | 48,399 | $1.53M | 0.65% | −394−0.8% | Reduced |
| IMA Wealth, Inc. | 50,977 | $1.61M | 0.42% | +50,977 | New |
| Cetera Advisors LLC | 59,065 | $1.87M | 0.03% | −624−1.0% | Reduced |
| Blair William & Co | 59,225 | $1.87M | 0.01% | −9,497−13.8% | Reduced |
| Jane Street Group, LLC | 64,025 | $2.03M | 0.00% | +51,088+394.9% | Added |
| Raymond James & Associates | 65,198 | $2.06M | 0.00% | +15,143+30.3% | Added |
| Northern Trust Corp | 67,686 | $2.14M | 0.00% | +5,934+9.6% | Added |
| Arrowroot Family Office, LLC | 71,639 | $2.27M | 1.93% | +71,639 | New |
| Cambridge Investment Research Advisors, Inc. | 77,340 | $2.45M | 0.01% | +21,375+38.2% | Added |
| Swiss National Bank | 78,700 | $2.49M | 0.00% | +16,600+26.7% | Added |
| TRUE Private Wealth Advisors | 79,824 | $2.52M | 0.37% | −207−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 95,177 | $3.01M | 0.01% | −1,291−1.3% | Reduced |
| Neuberger Berman Group LLC | 97,761 | $3.09M | 0.00% | +80,032+451.4% | Added |
| Taylor Frigon Capital Management LLC | 119,686 | $3.79M | 2.07% | −1,529−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 122,811 | $3.88M | 0.01% | −599−0.5% | Reduced |
| State of Wisconsin Investment Board | 131,359 | $4.15M | 0.01% | −15,446−10.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 137,260 | $4.34M | 0.17% | +33,960+32.9% | Added |
| Advisor Group Holdings, Inc. | 146,879 | $4.65M | 0.01% | −20,568−12.3% | Reduced |
| State Street Corp | 148,808 | $4.71M | 0.00% | +24,546+19.8% | Added |
| Charles Schwab Investment Management Inc | 152,155 | $4.81M | 0.00% | −1,027−0.7% | Reduced |
| Becker Capital Management Inc | 168,748 | $5.34M | 0.21% | −54,148−24.3% | Reduced |
| Millennium Management LLC | 172,806 | $5.47M | 0.01% | −305,596−63.9% | Reduced |
| Wells Fargo & Company | 177,947 | $5.63M | 0.00% | −18,581−9.5% | Reduced |
| State of Michigan Retirement System | 180,000 | $5.69M | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 180,427 | $5.71M | 0.01% | −88,676−33.0% | Reduced |
| Morgan Stanley | 215,399 | $6.81M | 0.00% | +25,828+13.6% | Added |
| Sculptor Capital LP | 253,900 | $8.03M | 0.20% | +140,800+124.5% | Added |
| Geode Capital Management, LLC | 280,794 | $8.88M | 0.00% | +5,246+1.9% | Added |
| LPL Financial LLC | 319,449 | $10.1M | 0.01% | −2,564−0.8% | Reduced |
| Joho Capital LLC | 356,803 | $11.3M | 2.90% | +356,803 | New |
| Goldman Sachs Group Inc | 383,229 | $12.1M | 0.00% | +160,840+72.3% | Added |
| American Century Companies Inc | 403,736 | $12.8M | 0.01% | −1,124−0.3% | Reduced |
| Federated Hermes, Inc. | 445,000 | $14.1M | 0.04% | +145,000+48.3% | Added |
| T. Rowe Price Investment Management, Inc. | 520,616 | $16.5M | 0.01% | −7,969−1.5% | Reduced |
| Clearbridge Investments, LLC | 545,597 | $17.3M | 0.02% | +20,066+3.8% | Added |
| BlackRock Inc. | 594,228 | $18.8M | 0.00% | +45,518+8.3% | Added |
| Bank of America Corp | 991,272 | $31.4M | 0.00% | +609,213+159.5% | Added |
| Franklin Resources Inc | 1,129,562 | $35.7M | 0.02% | −155,091−12.1% | Reduced |
| Vanguard Group Inc | 3,493,347 | $110.5M | 0.00% | +66,234+1.9% | Added |
| FMR LLC | 6,849,489 | $216.6M | 0.02% | +645,576+10.4% | Added |
| TSG Consumer Partners LP | 53,485,898 | $1.69B | 59.26% | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,234,094−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −148,265−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −138,698−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −126,259−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −121,002−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −115,370−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −53,920−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −40,900−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −34,868−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,880−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −30,152−100.0% | Sold out |
| Ocean Capital Management, LLC | 0 | $0 | 0.00% | −23,773−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −470,000−100.0% | Sold out |