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, Q2 2023
Institutional positions in Dutch Bros Inc. as of Jun 30, 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. Q1 2023
- Shares held
- 72.4M
- −1.93M (−2.6%) vs. Q1 2023
- Total value
- $2.06B
- −$291.1M (−12.4%) vs. Q1 2023
- New holders
- 28
- 67 more added
- Sold out
- 27
- 46 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSG Consumer Partners LP | 53,485,898 | $1.52B | 63.45% | 00.0% | Unchanged |
| FMR LLC | 6,003,606 | $170.8M | 0.01% | −845,883−12.3% | Reduced |
| Vanguard Group Inc | 3,493,642 | $99.4M | 0.00% | +2950.0% | Added |
| Clearbridge Investments, LLC | 867,757 | $24.7M | 0.02% | +322,160+59.0% | Added |
| BlackRock Inc. | 607,919 | $17.3M | 0.00% | +13,691+2.3% | Added |
| T. Rowe Price Investment Management, Inc. | 553,444 | $15.7M | 0.01% | +32,828+6.3% | Added |
| Bank of America Corp | 491,665 | $14.0M | 0.00% | −499,607−50.4% | Reduced |
| American Century Companies Inc | 403,532 | $11.5M | 0.01% | −204−0.1% | Reduced |
| LPL Financial LLC | 348,230 | $9.91M | 0.01% | +28,781+9.0% | Added |
| Balyasny Asset Management LLC | 342,987 | $9.76M | 0.03% | +342,987 | New |
| Goldman Sachs Group Inc | 328,437 | $9.34M | 0.00% | −54,792−14.3% | Reduced |
| Sculptor Capital LP | 323,700 | $9.21M | 0.24% | +69,800+27.5% | Added |
| Citadel Advisors LLC | 319,889 | $9.10M | 0.01% | +139,462+77.3% | Added |
| National Bank of Canada | 302,700 | $8.66M | 0.02% | +299,600+9,664.5% | Added |
| Federated Hermes, Inc. | 300,000 | $8.54M | 0.02% | −145,000−32.6% | Reduced |
| Geode Capital Management, LLC | 288,284 | $8.20M | 0.00% | +7,490+2.7% | Added |
| Marshall Wace, LLP | 186,096 | $5.29M | 0.01% | +186,096 | New |
| State of Michigan Retirement System | 180,000 | $5.12M | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 162,278 | $4.62M | 0.01% | +15,399+10.5% | Added |
| Walleye Capital LLC | 162,066 | $4.61M | 0.08% | +162,066 | New |
| Morgan Stanley | 159,734 | $4.54M | 0.00% | −55,665−25.8% | Reduced |
| Charles Schwab Investment Management Inc | 153,765 | $4.37M | 0.00% | +1,610+1.1% | Added |
| State Street Corp | 150,388 | $4.28M | 0.00% | +1,580+1.1% | Added |
| State of Wisconsin Investment Board | 129,657 | $3.69M | 0.01% | −1,702−1.3% | Reduced |
| Blair William & Co | 119,725 | $3.41M | 0.01% | +60,500+102.2% | Added |
| Taylor Frigon Capital Management LLC | 118,797 | $3.38M | 1.65% | −889−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 114,154 | $3.25M | 0.01% | −8,657−7.0% | Reduced |
| Raymond James & Associates | 111,437 | $3.17M | 0.00% | +46,239+70.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 82,225 | $2.34M | 0.01% | +4,885+6.3% | Added |
| Holocene Advisors, LP | 81,786 | $2.33M | 0.01% | +81,786 | New |
| TRUE Private Wealth Advisors | 81,150 | $2.31M | 0.34% | +1,326+1.7% | Added |
| Swiss National Bank | 79,600 | $2.26M | 0.00% | +900+1.1% | Added |
| Northern Trust Corp | 69,572 | $1.98M | 0.00% | +1,886+2.8% | Added |
| Squarepoint Ops LLC | 68,592 | $1.95M | 0.01% | +33,401+94.9% | Added |
| Cetera Advisors LLC | 58,489 | $1.66M | 0.03% | −576−1.0% | Reduced |
| UBS Group AG | 56,703 | $1.61M | 0.00% | +28,271+99.4% | Added |
| Capital Fund Management S.A. | 56,227 | $1.60M | 0.03% | +44,527+380.6% | Added |
| Arrowroot Family Office, LLC | 55,310 | $1.57M | 1.19% | −16,329−22.8% | Reduced |
| Aquatic Capital Management LLC | 53,000 | $1.51M | 0.08% | +33,000+165.0% | Added |
| Private Wealth Advisors | 48,670 | $1.38M | 0.58% | +271+0.6% | Added |
| IMA Wealth, Inc. | 47,405 | $1.35M | 0.35% | −3,572−7.0% | Reduced |
| Gsa Capital Partners LLP | 46,125 | $1.31M | 0.13% | +46,125 | New |
| Raymond James Financial Services Advisors, Inc. | 41,304 | $1.18M | 0.00% | −53,873−56.6% | Reduced |
| Credit Suisse AG | 36,078 | $1.03M | 0.00% | +4,141+13.0% | Added |
| First Trust Advisors LP | 34,926 | $993.6K | 0.00% | +24,412+232.2% | Added |
| Financial Advocates Investment Management | 33,760 | $960.5K | 0.07% | +1,965+6.2% | Added |
| Bank of Montreal | 32,800 | $937.8K | 0.00% | +32,800 | New |
| California State Teachers Retirement System | 32,145 | $914.5K | 0.00% | +139+0.4% | Added |
| Wells Fargo & Company | 30,613 | $870.9K | 0.00% | −147,334−82.8% | Reduced |
| Stifel Financial Corp | 30,176 | $858.5K | 0.00% | −2,922−8.8% | Reduced |
| Legal & General Group Plc | 29,401 | $836.5K | 0.00% | +14,844+102.0% | Added |
| EFG Asset Management (North America) Corp. | 29,280 | $833.2K | 0.18% | −16,667−36.3% | Reduced |
| Becker Capital Management Inc | 27,419 | $780.1K | 0.03% | −141,329−83.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 25,810 | $734.3K | 0.00% | +8,397+48.2% | Added |
| Capstone Investment Advisors, LLC | 25,007 | $711.4K | 0.02% | +25,007 | New |
| Royal Fund Management, LLC | 24,700 | $702.7K | 0.10% | −1,300−5.0% | Reduced |
| Verus Capital Partners, LLC | 24,541 | $698.2K | 0.10% | −2,278−8.5% | Reduced |
| Bank of New York Mellon Corp | 24,292 | $691.1K | 0.00% | −323−1.3% | Reduced |
| Neuberger Berman Group LLC | 23,897 | $679.9K | 0.00% | −73,864−75.6% | Reduced |
| UBS Asset Management Americas Inc | 21,472 | $679.2K | 0.00% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 23,480 | $668.0K | 0.42% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 22,985 | $654.0K | 0.03% | +22,985 | New |
| Ameriprise Financial Inc | 22,545 | $641.4K | 0.00% | −3,007−11.8% | Reduced |
| Jane Street Group, LLC | 22,329 | $635.3K | 0.00% | −41,696−65.1% | Reduced |
| Kestra Advisory Services, LLC | 21,687 | $617.0K | 0.01% | −1,298−5.6% | Reduced |
| Millennium Management LLC | 20,200 | $574.7K | 0.00% | −152,606−88.3% | Reduced |
| Independent Advisor Alliance | 19,695 | $560.3K | 0.02% | −234−1.2% | Reduced |
| Janus Henderson Group PLC | 19,602 | $557.8K | 0.00% | −21−0.1% | Reduced |
| Baird Financial Group, Inc. | 19,231 | $547.1K | 0.00% | +3,790+24.5% | Added |
| HighTower Advisors, LLC | 19,212 | $547.0K | 0.00% | +3,943+25.8% | Added |
| Kestra Private Wealth Services, LLC | 18,659 | $530.8K | 0.02% | +1,615+9.5% | Added |
| JPMorgan Chase & Co | 18,532 | $527.2K | 0.00% | +3,512+23.4% | Added |
| Kingsview Wealth Management, LLC | 18,502 | $526.4K | 0.02% | −2,112−10.2% | Reduced |
| Citigroup Inc | 17,112 | $486.8K | 0.00% | +16,197+1,770.2% | Added |
| Royal Bank of Canada | 16,381 | $465.0K | 0.00% | +2,902+21.5% | Added |
| Dimensional Fund Advisors LP | 16,235 | $461.9K | 0.00% | +488+3.1% | Added |
| Cetera Advisor Networks LLC | 15,292 | $435.1K | 0.00% | +867+6.0% | Added |
| XTX Topco Ltd | 15,267 | $434.3K | 0.08% | +15,267 | New |
| Orca Investment Management, LLC | 14,997 | $426.7K | 0.46% | −365−2.4% | Reduced |
| TD Asset Management Inc | 14,888 | $423.6K | 0.00% | +400+2.8% | Added |
| Creative Planning | 13,931 | $396.3K | 0.00% | +284+2.1% | Added |
| Janney Montgomery Scott LLC | 13,774 | $392.0K | 0.00% | +1,183+9.4% | Added |
| Renaissance Capital LLC | 13,131 | $373.6K | 0.21% | +1,866+16.6% | Added |
| Independent Financial Group, LLC | 12,832 | $365.1K | 0.03% | +882+7.4% | Added |
| D.A. Davidson & Co. | 12,815 | $364.6K | 0.00% | +110+0.9% | Added |
| CIBC Private Wealth Group, LLC | 12,800 | $364.2K | 0.00% | −5,200−28.9% | Reduced |
| Wedbush Securities Inc | 12,456 | $354.0K | 0.02% | −3,200−20.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,400 | $352.8K | 0.00% | +12,400 | New |
| Truist Financial Corp | 12,253 | $348.6K | 0.00% | +1,796+17.2% | Added |
| RB Capital Management, LLC | 11,894 | $338.4K | 0.10% | −933−7.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,675 | $332.2K | 0.00% | +575+5.2% | Added |
| Summit Place Financial Advisors, LLC | 11,625 | $330.7K | 0.21% | +2,425+26.4% | Added |
| Range Financial Group LLC | 11,180 | $318.1K | 0.20% | +11,180 | New |
| Inspire Advisors, LLC | 11,128 | $316.6K | 0.06% | +848+8.2% | Added |
| Rockefeller Capital Management L.P. | 10,734 | $305.4K | 0.00% | +3,500+48.4% | Added |
| Triton Wealth Management, PLLC | 10,110 | $302.6K | 0.17% | −53−0.5% | Reduced |
| Cetera Investment Advisers | 10,319 | $293.6K | 0.00% | +891+9.5% | Added |
| Thrivent Financial for Lutherans | 10,359 | $293.0K | 0.00% | +10,359 | New |
| Arizona State Retirement System | 10,261 | $291.9K | 0.00% | −295−2.8% | Reduced |
| Harbor Capital Advisors, Inc. | 10,015 | $284.9K | 0.06% | +10,015 | New |