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 |
|---|---|---|---|---|---|
| VitalStone Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 23 | $535 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 23 | $535 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 62 | $1.00K | 0.00% | +5+8.8% | Added |
| Venturi Wealth Management, LLC | 45 | $1.05K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 55 | $1.28K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 70 | $1.63K | 0.00% | −175−71.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 | $1.74K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 100 | $2.00K | 0.00% | +100 | New |
| Hartford Financial Management Inc. | 100 | $2.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 100 | $2.33K | 0.00% | +100 | New |
| Authentikos Wealth Advisory, LLC | 100 | $2.33K | 0.00% | +100 | New |
| Sandy Spring Bank | 110 | $2.56K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 120 | $2.79K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 150 | $3.00K | 0.00% | +150 | New |
| JFS Wealth Advisors, LLC | 136 | $3.16K | 0.00% | +136 | New |
| CGC Financial Services, LLC | 149 | $3.46K | 0.00% | −148−49.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 185 | $4.30K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 200 | $4.65K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 204 | $4.74K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 271 | $6.30K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 274 | $6.37K | 0.00% | +274 | New |
| Stonebridge Capital Advisors LLC | 300 | $6.97K | 0.00% | +50+20.0% | Added |
| Headlands Technologies LLC | 305 | $7.09K | 0.00% | +305 | New |
| Tower Research Capital LLC (TRC) | 335 | $7.79K | 0.00% | +268+400.0% | Added |
| Avalon Trust Co | 400 | $9.30K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 400 | $9.30K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 422 | $9.81K | 0.01% | +422 | New |
| Signaturefd, LLC | 450 | $10.5K | 0.00% | +38+9.2% | Added |
| Wolff Wiese Magana LLC | 484 | $11.3K | 0.01% | +128+36.0% | Added |
| Proequities, Inc. | 500 | $11.6K | 0.00% | +500 | New |
| Spire Wealth Management | 514 | $12.0K | 0.00% | −1,868−78.4% | Reduced |
| Valley National Advisers Inc | 565 | $13.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 560 | $13.0K | 0.01% | +203+56.9% | Added |
| The PNC Financial Services Group, Inc. | 587 | $13.6K | 0.00% | −439−42.8% | Reduced |
| Hollencrest Capital Management | 600 | $13.9K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 602 | $14.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 660 | $15.3K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 686 | $16.1K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 697 | $16.2K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 804 | $18.7K | 0.00% | +804 | New |
| Country Trust Bank | 900 | $20.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,091 | $25.4K | 0.01% | +415+61.4% | Added |
| Lindbrook Capital, LLC | 1,100 | $25.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,127 | $26.2K | 0.00% | −200−15.1% | Reduced |
| Gradient Investments LLC | 1,148 | $26.7K | 0.00% | −121−9.5% | Reduced |
| Rhumbline Advisers | 1,255 | $29.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,593 | $37.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,647 | $39.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,826 | $42.0K | 0.00% | −11−0.6% | Reduced |
| Parallel Advisors, LLC | 1,814 | $42.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,900 | $44.2K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,095 | $48.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,123 | $49.4K | 0.00% | +37+1.8% | Added |
| Archer Investment Corp | 2,275 | $52.9K | 0.02% | −225−9.0% | Reduced |
| Sandia Investment Management LP | 2,500 | $58.1K | 0.02% | +2,500 | New |
| Tradewinds Capital Management, LLC | 2,569 | $59.7K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 2,945 | $68.0K | 0.01% | +2,621+809.0% | Added |
| Geneos Wealth Management Inc. | 3,065 | $71.3K | 0.00% | +2,165+240.6% | Added |
| Newbridge Financial Services Group, Inc. | 4,700 | $109.3K | 0.05% | +2,700+135.0% | Added |
| Bullseye Asset Management LLC | 5,000 | $116.0K | 0.06% | +5,000 | New |
| Sittner & Nelson, LLC | 5,695 | $132.4K | 0.08% | +325+6.1% | Added |
| Farther Finance Advisors, LLC | 6,341 | $147.4K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 6,953 | $161.7K | 0.03% | −3,062−30.6% | Reduced |
| Envestnet Asset Management Inc | 8,678 | $201.8K | 0.00% | +8,678 | New |
| Victory Capital Management Inc | 8,758 | $203.6K | 0.00% | +8,758 | New |
| Hedges Asset Management LLC | 9,000 | $209.3K | 0.18% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 9,331 | $216.9K | 0.07% | +94+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,381 | $218.1K | 0.00% | +3,154+50.7% | Added |
| Van Hulzen Asset Management, LLC | 9,980 | $232.0K | 0.02% | +1,500+17.7% | Added |
| Hexagon Capital Partners LLC | 10,018 | $232.9K | 0.06% | +5,018+100.4% | Added |
| Price T Rowe Associates Inc | 10,300 | $240.0K | 0.00% | +3,300+47.1% | Added |
| Thrivent Financial for Lutherans | 10,358 | $241.0K | 0.00% | −10.0% | Reduced |
| Triton Wealth Management, PLLC | 10,110 | $267.2K | 0.18% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11,534 | $268.2K | 0.00% | +800+7.5% | Added |
| Truist Financial Corp | 11,588 | $269.4K | 0.00% | −665−5.4% | Reduced |
| RB Capital Management, LLC | 11,654 | $271.0K | 0.09% | −240−2.0% | Reduced |
| Arizona State Retirement System | 11,702 | $272.1K | 0.00% | +1,441+14.0% | Added |
| Kingsview Wealth Management, LLC | 12,241 | $284.6K | 0.01% | −6,261−33.8% | Reduced |
| First Trust Advisors LP | 12,635 | $293.8K | 0.00% | −22,291−63.8% | Reduced |
| Wedbush Securities Inc | 12,706 | $295.0K | 0.01% | +250+2.0% | Added |
| Creative Planning | 12,758 | $296.6K | 0.00% | −1,173−8.4% | Reduced |
| Man Group plc | – | $297.2K | 0.00% | – | New |
| CIBC Private Wealth Group, LLC | 12,796 | $297.5K | 0.00% | −40.0% | Reduced |
| D.A. Davidson & Co. | 12,878 | $299.4K | 0.00% | +63+0.5% | Added |
| Cetera Investment Advisers | 12,992 | $302.1K | 0.00% | +2,673+25.9% | Added |
| Becker Capital Management Inc | 13,500 | $313.9K | 0.01% | −13,919−50.8% | Reduced |
| Cetera Advisor Networks LLC | 14,310 | $332.7K | 0.00% | −982−6.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,528 | $338.0K | 0.03% | +14,528 | New |
| Inspire Advisors, LLC | 14,635 | $340.3K | 0.06% | +3,507+31.5% | Added |
| Jamison Private Wealth Management, Inc. | 14,992 | $348.6K | 0.07% | +14,992 | New |
| Steward Partners Investment Advisory, LLC | 15,875 | $369.1K | 0.01% | +4,200+36.0% | Added |
| HighTower Advisors, LLC | 16,082 | $373.0K | 0.00% | −3,130−16.3% | Reduced |
| Independent Financial Group, LLC | 16,126 | $374.9K | 0.02% | +3,294+25.7% | Added |
| Royal Bank of Canada | 16,132 | $376.0K | 0.00% | −249−1.5% | Reduced |
| Stifel Financial Corp | 16,206 | $376.8K | 0.00% | −13,970−46.3% | Reduced |
| Independent Advisor Alliance | 16,432 | $382.1K | 0.02% | −3,263−16.6% | Reduced |