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, Q3 2023
Institutional positions in Dutch Bros Inc. as of Sep 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
- 191
- +8 vs. Q2 2023
- Shares held
- 89.2M
- +16.8M (+23.2%) vs. Q2 2023
- Total value
- $2.07B
- +$13.7M (+0.7%) vs. Q2 2023
- New holders
- 37
- 74 more added
- Sold out
- 29
- 41 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSG Consumer Partners LP | 53,485,898 | $1.24B | 64.29% | 00.0% | Unchanged |
| FMR LLC | 8,581,751 | $199.5M | 0.02% | +2,578,145+42.9% | Added |
| Vanguard Group Inc | 4,614,550 | $107.3M | 0.00% | +1,120,908+32.1% | Added |
| T. Rowe Price Investment Management, Inc. | 3,976,492 | $92.5M | 0.07% | +3,423,048+618.5% | Added |
| Citadel Advisors LLC | 3,059,373 | $71.1M | 0.08% | +2,739,484+856.4% | Added |
| Marshall Wace, LLP | 1,421,575 | $33.1M | 0.07% | +1,235,479+663.9% | Added |
| American Century Companies Inc | 1,177,148 | $27.4M | 0.02% | +773,616+191.7% | Added |
| BlackRock Inc. | 957,042 | $22.3M | 0.00% | +349,123+57.4% | Added |
| Bank of America Corp | 932,683 | $21.7M | 0.00% | +441,018+89.7% | Added |
| Clearbridge Investments, LLC | 863,638 | $20.1M | 0.02% | −4,119−0.5% | Reduced |
| Geode Capital Management, LLC | 497,202 | $11.6M | 0.00% | +208,918+72.5% | Added |
| Invesco Ltd. | 496,712 | $11.5M | 0.00% | +496,712 | New |
| Goldman Sachs Group Inc | 443,947 | $10.3M | 0.00% | +115,510+35.2% | Added |
| Citigroup Inc | 437,910 | $10.2M | 0.01% | +420,798+2,459.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 424,121 | $9.86M | 0.06% | +424,121 | New |
| Federated Hermes, Inc. | 400,000 | $9.30M | 0.02% | +100,000+33.3% | Added |
| Davidson Kempner Capital Management LP | 365,000 | $8.49M | 0.13% | +365,000 | New |
| LPL Financial LLC | 359,369 | $8.36M | 0.01% | +11,139+3.2% | Added |
| Crestwood Capital Management, L.P. | 320,000 | $7.44M | 5.64% | +320,000 | New |
| Charles Schwab Investment Management Inc | 282,781 | $6.57M | 0.00% | +129,016+83.9% | Added |
| Ghisallo Capital Management LLC | 268,154 | $6.23M | 0.64% | +268,154 | New |
| Joho Capital LLC | 254,803 | $5.92M | 1.33% | +254,803 | New |
| Alyeska Investment Group, L.P. | 248,640 | $5.78M | 0.04% | +248,640 | New |
| State Street Corp | 237,977 | $5.53M | 0.00% | +87,589+58.2% | Added |
| Squarepoint Ops LLC | 237,567 | $5.52M | 0.03% | +168,975+246.3% | Added |
| Allspring Global Investments Holdings, LLC | 226,889 | $5.28M | 0.01% | +226,889 | New |
| Sculptor Capital LP | 200,600 | $4.66M | 0.11% | −123,100−38.0% | Reduced |
| Walleye Capital LLC | 193,849 | $4.51M | 0.07% | +31,783+19.6% | Added |
| State of Michigan Retirement System | 180,000 | $4.18M | 0.03% | 00.0% | Unchanged |
| Park West Asset Management LLC | 165,000 | $3.84M | 0.35% | +165,000 | New |
| Morgan Stanley | 154,945 | $3.60M | 0.00% | −4,789−3.0% | Reduced |
| Verition Fund Management LLC | 148,388 | $3.45M | 0.05% | +148,388 | New |
| UBS Group AG | 144,484 | $3.36M | 0.00% | +87,781+154.8% | Added |
| National Bank of Canada | 138,400 | $3.25M | 0.01% | −164,300−54.3% | Reduced |
| Blair William & Co | 138,825 | $3.23M | 0.01% | +19,100+16.0% | Added |
| Northern Trust Corp | 123,488 | $2.87M | 0.00% | +53,916+77.5% | Added |
| State of Wisconsin Investment Board | 121,823 | $2.83M | 0.01% | −7,834−6.0% | Reduced |
| Swiss National Bank | 119,900 | $2.79M | 0.00% | +40,300+50.6% | Added |
| Taylor Frigon Capital Management LLC | 117,290 | $2.73M | 1.52% | −1,507−1.3% | Reduced |
| Aquatic Capital Management LLC | 114,000 | $2.65M | 0.11% | +61,000+115.1% | Added |
| Commonwealth Equity Services, LLC | 111,912 | $2.60M | 0.01% | −2,242−2.0% | Reduced |
| Capital Fund Management S.A. | 90,397 | $2.10M | 0.03% | +34,170+60.8% | Added |
| Jane Street Group, LLC | 90,119 | $2.10M | 0.00% | +67,790+303.6% | Added |
| TRUE Private Wealth Advisors | 80,202 | $1.86M | 0.26% | −948−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 77,570 | $1.80M | 0.00% | −84,708−52.2% | Reduced |
| Norges Bank | 74,682 | $1.74M | 0.00% | +74,682 | New |
| SEI Investments Co | 71,481 | $1.66M | 0.00% | +71,481 | New |
| Ameriprise Financial Inc | 67,981 | $1.58M | 0.00% | +45,436+201.5% | Added |
| Raymond James & Associates | 63,511 | $1.48M | 0.00% | −47,926−43.0% | Reduced |
| Cetera Advisors LLC | 58,816 | $1.37M | 0.02% | +327+0.6% | Added |
| Holocene Advisors, LP | 55,719 | $1.30M | 0.01% | −26,067−31.9% | Reduced |
| Arrowroot Family Office, LLC | 55,514 | $1.29M | 1.02% | +204+0.4% | Added |
| Legal & General Group Plc | 53,005 | $1.23M | 0.00% | +23,604+80.3% | Added |
| Private Wealth Advisors | 48,601 | $1.13M | 0.50% | −69−0.1% | Reduced |
| California State Teachers Retirement System | 48,037 | $1.12M | 0.00% | +15,892+49.4% | Added |
| Seven Grand Managers, LLC | 47,886 | $1.11M | 1.49% | +47,886 | New |
| Raymond James Financial Services Advisors, Inc. | 46,710 | $1.09M | 0.00% | +5,406+13.1% | Added |
| IMA Wealth, Inc. | 46,226 | $1.07M | 0.28% | −1,179−2.5% | Reduced |
| Dark Forest Capital Management LP | 45,724 | $1.06M | 0.09% | +45,724 | New |
| UBS Asset Management Americas Inc | 38,943 | $905.4K | 0.00% | +17,471+81.4% | Added |
| Wells Fargo & Company | 38,925 | $905.0K | 0.00% | +8,312+27.2% | Added |
| Parallax Volatility Advisers, L.P. | 38,244 | $889.2K | 0.03% | +38,244 | New |
| Credit Suisse AG | 36,109 | $839.5K | 0.00% | +31+0.1% | Added |
| Bank of Montreal | 32,800 | $834.4K | 0.00% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 33,678 | $782.8K | 0.19% | +4,398+15.0% | Added |
| Financial Advocates Investment Management | 33,495 | $778.8K | 0.06% | −265−0.8% | Reduced |
| Dimensional Fund Advisors LP | 33,174 | $771.3K | 0.00% | +16,939+104.3% | Added |
| Wesbanco Bank Inc | 32,785 | $762.3K | 0.03% | +9,800+42.6% | Added |
| Comerica Bank | 32,648 | $759.1K | 0.00% | +32,648 | New |
| Bank of New York Mellon Corp | 30,973 | $720.1K | 0.00% | +6,681+27.5% | Added |
| Capstone Investment Advisors, LLC | 30,591 | $711.2K | 0.02% | +5,584+22.3% | Added |
| JPMorgan Chase & Co | 29,569 | $687.5K | 0.00% | +11,037+59.6% | Added |
| Qube Research & Technologies Ltd | 27,513 | $639.7K | 0.00% | +27,513 | New |
| Cambridge Investment Research Advisors, Inc. | 27,109 | $630.0K | 0.00% | −55,116−67.0% | Reduced |
| Baird Financial Group, Inc. | 27,081 | $629.6K | 0.00% | +7,850+40.8% | Added |
| Royal Fund Management, LLC | 24,500 | $569.6K | 0.08% | −200−0.8% | Reduced |
| TD Asset Management Inc | 23,778 | $552.8K | 0.00% | +8,890+59.7% | Added |
| Wealth Management Partners, LLC | 23,652 | $549.9K | 0.34% | +172+0.7% | Added |
| Neuberger Berman Group LLC | 23,589 | $548.4K | 0.00% | −308−1.3% | Reduced |
| Verus Capital Partners, LLC | 22,772 | $529.4K | 0.07% | −1,769−7.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 21,796 | $506.8K | 0.00% | −4,014−15.6% | Reduced |
| Susquehanna International Group, LLP | 21,507 | $500.0K | 0.00% | +21,507 | New |
| Versor Investments LP | 20,673 | $480.6K | 0.10% | +20,673 | New |
| Kestra Private Wealth Services, LLC | 19,654 | $457.0K | 0.01% | +995+5.3% | Added |
| Janus Henderson Group PLC | 19,603 | $455.7K | 0.00% | +10.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,250 | $447.6K | 0.02% | +9,750+102.6% | Added |
| Barclays PLC | 18,774 | $436.5K | 0.00% | +12,109+181.7% | Added |
| Renaissance Capital LLC | 17,165 | $399.1K | 0.21% | +4,034+30.7% | Added |
| Orca Investment Management, LLC | 16,844 | $391.6K | 0.43% | +1,847+12.3% | Added |
| Virtu Financial LLC | 16,795 | $390.0K | 0.04% | +16,795 | New |
| Janney Montgomery Scott LLC | 16,473 | $383.0K | 0.00% | +2,699+19.6% | Added |
| Independent Advisor Alliance | 16,432 | $382.1K | 0.02% | −3,263−16.6% | Reduced |
| Stifel Financial Corp | 16,206 | $376.8K | 0.00% | −13,970−46.3% | Reduced |
| Royal Bank of Canada | 16,132 | $376.0K | 0.00% | −249−1.5% | Reduced |
| Independent Financial Group, LLC | 16,126 | $374.9K | 0.02% | +3,294+25.7% | Added |
| HighTower Advisors, LLC | 16,082 | $373.0K | 0.00% | −3,130−16.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,875 | $369.1K | 0.01% | +4,200+36.0% | Added |
| Jamison Private Wealth Management, Inc. | 14,992 | $348.6K | 0.07% | +14,992 | New |
| Inspire Advisors, LLC | 14,635 | $340.3K | 0.06% | +3,507+31.5% | Added |
| Dynamic Technology Lab Private Ltd | 14,528 | $338.0K | 0.03% | +14,528 | New |