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