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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 12,456 | $354.0K | 0.02% | −3,200−20.4% | Reduced |
| CIBC Private Wealth Group, LLC | 12,800 | $364.2K | 0.00% | −5,200−28.9% | Reduced |
| D.A. Davidson & Co. | 12,815 | $364.6K | 0.00% | +110+0.9% | Added |
| Independent Financial Group, LLC | 12,832 | $365.1K | 0.03% | +882+7.4% | Added |
| Renaissance Capital LLC | 13,131 | $373.6K | 0.21% | +1,866+16.6% | Added |
| Janney Montgomery Scott LLC | 13,774 | $392.0K | 0.00% | +1,183+9.4% | Added |
| Creative Planning | 13,931 | $396.3K | 0.00% | +284+2.1% | Added |
| TD Asset Management Inc | 14,888 | $423.6K | 0.00% | +400+2.8% | Added |
| Orca Investment Management, LLC | 14,997 | $426.7K | 0.46% | −365−2.4% | Reduced |
| XTX Topco Ltd | 15,267 | $434.3K | 0.08% | +15,267 | New |
| Cetera Advisor Networks LLC | 15,292 | $435.1K | 0.00% | +867+6.0% | Added |
| Dimensional Fund Advisors LP | 16,235 | $461.9K | 0.00% | +488+3.1% | Added |
| Royal Bank of Canada | 16,381 | $465.0K | 0.00% | +2,902+21.5% | Added |
| Citigroup Inc | 17,112 | $486.8K | 0.00% | +16,197+1,770.2% | Added |
| Kingsview Wealth Management, LLC | 18,502 | $526.4K | 0.02% | −2,112−10.2% | Reduced |
| JPMorgan Chase & Co | 18,532 | $527.2K | 0.00% | +3,512+23.4% | Added |
| Kestra Private Wealth Services, LLC | 18,659 | $530.8K | 0.02% | +1,615+9.5% | Added |
| HighTower Advisors, LLC | 19,212 | $547.0K | 0.00% | +3,943+25.8% | Added |
| Baird Financial Group, Inc. | 19,231 | $547.1K | 0.00% | +3,790+24.5% | Added |
| Janus Henderson Group PLC | 19,602 | $557.8K | 0.00% | −21−0.1% | Reduced |
| Independent Advisor Alliance | 19,695 | $560.3K | 0.02% | −234−1.2% | Reduced |
| Millennium Management LLC | 20,200 | $574.7K | 0.00% | −152,606−88.3% | Reduced |
| Kestra Advisory Services, LLC | 21,687 | $617.0K | 0.01% | −1,298−5.6% | Reduced |
| Jane Street Group, LLC | 22,329 | $635.3K | 0.00% | −41,696−65.1% | Reduced |
| Ameriprise Financial Inc | 22,545 | $641.4K | 0.00% | −3,007−11.8% | Reduced |
| Wesbanco Bank Inc | 22,985 | $654.0K | 0.03% | +22,985 | New |
| Wealth Management Partners, LLC | 23,480 | $668.0K | 0.42% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 21,472 | $679.2K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 23,897 | $679.9K | 0.00% | −73,864−75.6% | Reduced |
| Bank of New York Mellon Corp | 24,292 | $691.1K | 0.00% | −323−1.3% | Reduced |
| Verus Capital Partners, LLC | 24,541 | $698.2K | 0.10% | −2,278−8.5% | Reduced |
| Royal Fund Management, LLC | 24,700 | $702.7K | 0.10% | −1,300−5.0% | Reduced |
| Capstone Investment Advisors, LLC | 25,007 | $711.4K | 0.02% | +25,007 | New |
| Mirae Asset Global Investments Co., Ltd. | 25,810 | $734.3K | 0.00% | +8,397+48.2% | Added |
| Becker Capital Management Inc | 27,419 | $780.1K | 0.03% | −141,329−83.8% | Reduced |
| EFG Asset Management (North America) Corp. | 29,280 | $833.2K | 0.18% | −16,667−36.3% | Reduced |
| Legal & General Group Plc | 29,401 | $836.5K | 0.00% | +14,844+102.0% | Added |
| Stifel Financial Corp | 30,176 | $858.5K | 0.00% | −2,922−8.8% | Reduced |
| Wells Fargo & Company | 30,613 | $870.9K | 0.00% | −147,334−82.8% | Reduced |
| California State Teachers Retirement System | 32,145 | $914.5K | 0.00% | +139+0.4% | Added |
| Bank of Montreal | 32,800 | $937.8K | 0.00% | +32,800 | New |
| Financial Advocates Investment Management | 33,760 | $960.5K | 0.07% | +1,965+6.2% | Added |
| First Trust Advisors LP | 34,926 | $993.6K | 0.00% | +24,412+232.2% | Added |
| Credit Suisse AG | 36,078 | $1.03M | 0.00% | +4,141+13.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 41,304 | $1.18M | 0.00% | −53,873−56.6% | Reduced |
| Gsa Capital Partners LLP | 46,125 | $1.31M | 0.13% | +46,125 | New |
| IMA Wealth, Inc. | 47,405 | $1.35M | 0.35% | −3,572−7.0% | Reduced |
| Private Wealth Advisors | 48,670 | $1.38M | 0.58% | +271+0.6% | Added |
| Aquatic Capital Management LLC | 53,000 | $1.51M | 0.08% | +33,000+165.0% | Added |
| Arrowroot Family Office, LLC | 55,310 | $1.57M | 1.19% | −16,329−22.8% | Reduced |
| Capital Fund Management S.A. | 56,227 | $1.60M | 0.03% | +44,527+380.6% | Added |
| UBS Group AG | 56,703 | $1.61M | 0.00% | +28,271+99.4% | Added |
| Cetera Advisors LLC | 58,489 | $1.66M | 0.03% | −576−1.0% | Reduced |
| Squarepoint Ops LLC | 68,592 | $1.95M | 0.01% | +33,401+94.9% | Added |
| Northern Trust Corp | 69,572 | $1.98M | 0.00% | +1,886+2.8% | Added |
| Swiss National Bank | 79,600 | $2.26M | 0.00% | +900+1.1% | Added |
| TRUE Private Wealth Advisors | 81,150 | $2.31M | 0.34% | +1,326+1.7% | Added |
| Holocene Advisors, LP | 81,786 | $2.33M | 0.01% | +81,786 | New |
| Cambridge Investment Research Advisors, Inc. | 82,225 | $2.34M | 0.01% | +4,885+6.3% | Added |
| Raymond James & Associates | 111,437 | $3.17M | 0.00% | +46,239+70.9% | Added |
| Commonwealth Equity Services, LLC | 114,154 | $3.25M | 0.01% | −8,657−7.0% | Reduced |
| Taylor Frigon Capital Management LLC | 118,797 | $3.38M | 1.65% | −889−0.7% | Reduced |
| Blair William & Co | 119,725 | $3.41M | 0.01% | +60,500+102.2% | Added |
| State of Wisconsin Investment Board | 129,657 | $3.69M | 0.01% | −1,702−1.3% | Reduced |
| State Street Corp | 150,388 | $4.28M | 0.00% | +1,580+1.1% | Added |
| Charles Schwab Investment Management Inc | 153,765 | $4.37M | 0.00% | +1,610+1.1% | Added |
| Morgan Stanley | 159,734 | $4.54M | 0.00% | −55,665−25.8% | Reduced |
| Walleye Capital LLC | 162,066 | $4.61M | 0.08% | +162,066 | New |
| Advisor Group Holdings, Inc. | 162,278 | $4.62M | 0.01% | +15,399+10.5% | Added |
| State of Michigan Retirement System | 180,000 | $5.12M | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 186,096 | $5.29M | 0.01% | +186,096 | New |
| Geode Capital Management, LLC | 288,284 | $8.20M | 0.00% | +7,490+2.7% | Added |
| Federated Hermes, Inc. | 300,000 | $8.54M | 0.02% | −145,000−32.6% | Reduced |
| National Bank of Canada | 302,700 | $8.66M | 0.02% | +299,600+9,664.5% | Added |
| Citadel Advisors LLC | 319,889 | $9.10M | 0.01% | +139,462+77.3% | Added |
| Sculptor Capital LP | 323,700 | $9.21M | 0.24% | +69,800+27.5% | Added |
| Goldman Sachs Group Inc | 328,437 | $9.34M | 0.00% | −54,792−14.3% | Reduced |
| Balyasny Asset Management LLC | 342,987 | $9.76M | 0.03% | +342,987 | New |
| LPL Financial LLC | 348,230 | $9.91M | 0.01% | +28,781+9.0% | Added |
| American Century Companies Inc | 403,532 | $11.5M | 0.01% | −204−0.1% | Reduced |
| Bank of America Corp | 491,665 | $14.0M | 0.00% | −499,607−50.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 553,444 | $15.7M | 0.01% | +32,828+6.3% | Added |
| BlackRock Inc. | 607,919 | $17.3M | 0.00% | +13,691+2.3% | Added |
| Clearbridge Investments, LLC | 867,757 | $24.7M | 0.02% | +322,160+59.0% | Added |
| Vanguard Group Inc | 3,493,642 | $99.4M | 0.00% | +2950.0% | Added |
| FMR LLC | 6,003,606 | $170.8M | 0.01% | −845,883−12.3% | Reduced |
| TSG Consumer Partners LP | 53,485,898 | $1.52B | 63.45% | 00.0% | Unchanged |
| Franklin Resources Inc | 0 | $0 | 0.00% | −1,129,562−100.0% | Sold out |
| Joho Capital LLC | 0 | $0 | 0.00% | −356,803−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −137,260−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −45,677−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −40,562−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −38,916−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −35,663−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −23,691−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −16,664−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −12,149−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −9,052−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −8,585−100.0% | Sold out |