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 |
|---|---|---|---|---|---|
| VitalStone Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 18 | $512 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $541 | 0.00% | +19 | New |
| Retirement Group, LLC | 23 | $654 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 23 | $655 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 30 | $842 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 30 | $854 | 0.00% | +30 | New |
| RE Dickinson Investment Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 45 | $1.28K | 0.00% | +45 | New |
| Clearstead Advisors, LLC | 55 | $1.56K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 67 | $1.91K | 0.00% | −328−83.0% | Reduced |
| Avion Wealth | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 57 | $2.00K | 0.00% | +55+2,750.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 | $2.13K | 0.00% | +75 | New |
| Hartford Financial Management Inc. | 100 | $2.85K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 100 | $2.85K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 100 | $2.85K | 0.00% | +100 | New |
| TSFG, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 110 | $3.13K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 120 | $3.41K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $3.76K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 150 | $4.27K | 0.00% | +150 | New |
| Brown, Lisle/Cummings, Inc. | 185 | $5.26K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 200 | $5.69K | 0.00% | −1,157−85.3% | Reduced |
| Northwest Investment Counselors, LLC | 200 | $5.69K | 0.00% | −227−53.2% | Reduced |
| BerganKDV Wealth Management, LLC | 200 | $5.69K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 204 | $5.80K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 245 | $6.97K | 0.00% | +70+40.0% | Added |
| Stonebridge Capital Advisors LLC | 250 | $7.11K | 0.00% | +150+150.0% | Added |
| Fifth Third Bancorp | 271 | $7.71K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 275 | $8.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 300 | $8.00K | 0.00% | +300 | New |
| CGC Financial Services, LLC | 297 | $8.45K | 0.01% | +297 | New |
| Lansing Street Advisors | 300 | $8.54K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 324 | $9.00K | 0.00% | +324 | New |
| Psagot Value Holdings Ltd. / (Israel) | 357 | $10.0K | 0.01% | +190+113.8% | Added |
| Wolff Wiese Magana LLC | 356 | $10.1K | 0.01% | +246+223.6% | Added |
| Avalon Trust Co | 400 | $11.4K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 400 | $11.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 412 | $11.7K | 0.00% | −300−42.1% | Reduced |
| Valley National Advisers Inc | 565 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 600 | $17.1K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 602 | $17.1K | 0.01% | +187+45.1% | Added |
| GWM Advisors LLC | 660 | $18.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 676 | $19.2K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 686 | $19.5K | 0.01% | +290+73.2% | Added |
| Northwest Capital Management Inc | 697 | $19.8K | 0.01% | +697 | New |
| Country Trust Bank | 900 | $25.6K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 900 | $25.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 900 | $25.6K | 0.00% | +750+500.0% | Added |
| The PNC Financial Services Group, Inc. | 1,026 | $29.2K | 0.00% | −473−31.6% | Reduced |
| Lindbrook Capital, LLC | 1,100 | $31.3K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,255 | $35.7K | 0.00% | +1,255 | New |
| Gradient Investments LLC | 1,269 | $36.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,327 | $37.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,593 | $45.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,647 | $46.9K | 0.00% | +150+10.0% | Added |
| Parallel Advisors, LLC | 1,814 | $51.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,837 | $52.0K | 0.00% | +797+76.6% | Added |
| AdvisorShares Investments LLC | 1,883 | $53.6K | 0.02% | −1,879−49.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,900 | $54.1K | 0.01% | +185+10.8% | Added |
| Newbridge Financial Services Group, Inc. | 2,000 | $56.9K | 0.03% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,095 | $59.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,382 | $67.8K | 0.00% | +2,362+11,810.0% | Added |
| Archer Investment Corp | 2,500 | $71.1K | 0.03% | −100−3.8% | Reduced |
| Tradewinds Capital Management, LLC | 2,569 | $73.1K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,086 | $76.5K | 0.00% | +7+0.3% | Added |
| Essex Investment Management Co LLC | 2,794 | $79.5K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 3,000 | $85.3K | 0.08% | −200−6.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,843 | $109.3K | 0.10% | −801−17.2% | Reduced |
| Hexagon Capital Partners LLC | 5,000 | $142.3K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5,370 | $152.8K | 0.08% | −100−1.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,227 | $177.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,341 | $180.4K | 0.04% | +6,341 | New |
| Barclays PLC | 6,665 | $189.6K | 0.00% | +6,577+7,473.9% | Added |
| Clearview Wealth Advisors LLC | 6,995 | $199.0K | 0.20% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 7,000 | $200.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 7,055 | $200.7K | 0.11% | +7,055 | New |
| Freestone Capital Holdings, LLC | 7,344 | $208.9K | 0.01% | +8+0.1% | Added |
| Chicago Partners Investment Group LLC | 7,279 | $217.5K | 0.01% | −785−9.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 8,126 | $231.2K | 0.16% | +300+3.8% | Added |
| Van Hulzen Asset Management, LLC | 8,480 | $241.0K | 0.02% | +1,350+18.9% | Added |
| Quadrature Capital Ltd | 8,895 | $253.2K | 0.01% | +8,895 | New |
| Hedges Asset Management LLC | 9,000 | $256.1K | 0.22% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 9,237 | $262.8K | 0.08% | +9,237 | New |
| U.S. Capital Wealth Advisors, LLC | 9,500 | $270.3K | 0.01% | +200+2.2% | Added |
| Aigen Investment Management, LP | 9,802 | $278.9K | 0.04% | −25,615−72.3% | Reduced |
| Harbor Capital Advisors, Inc. | 10,015 | $284.9K | 0.06% | +10,015 | New |
| Arizona State Retirement System | 10,261 | $291.9K | 0.00% | −295−2.8% | Reduced |
| Thrivent Financial for Lutherans | 10,359 | $293.0K | 0.00% | +10,359 | New |
| Cetera Investment Advisers | 10,319 | $293.6K | 0.00% | +891+9.5% | Added |
| Triton Wealth Management, PLLC | 10,110 | $302.6K | 0.17% | −53−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 10,734 | $305.4K | 0.00% | +3,500+48.4% | Added |
| Inspire Advisors, LLC | 11,128 | $316.6K | 0.06% | +848+8.2% | Added |
| Range Financial Group LLC | 11,180 | $318.1K | 0.20% | +11,180 | New |
| Summit Place Financial Advisors, LLC | 11,625 | $330.7K | 0.21% | +2,425+26.4% | Added |
| Steward Partners Investment Advisory, LLC | 11,675 | $332.2K | 0.00% | +575+5.2% | Added |
| RB Capital Management, LLC | 11,894 | $338.4K | 0.10% | −933−7.3% | Reduced |
| Truist Financial Corp | 12,253 | $348.6K | 0.00% | +1,796+17.2% | Added |
| Schonfeld Strategic Advisors LLC | 12,400 | $352.8K | 0.00% | +12,400 | New |