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