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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 16,473 | $383.0K | 0.00% | +2,699+19.6% | Added |
| Virtu Financial LLC | 16,795 | $390.0K | 0.04% | +16,795 | New |
| Orca Investment Management, LLC | 16,844 | $391.6K | 0.43% | +1,847+12.3% | Added |
| Renaissance Capital LLC | 17,165 | $399.1K | 0.21% | +4,034+30.7% | Added |
| Barclays PLC | 18,774 | $436.5K | 0.00% | +12,109+181.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,250 | $447.6K | 0.02% | +9,750+102.6% | Added |
| Janus Henderson Group PLC | 19,603 | $455.7K | 0.00% | +10.0% | Added |
| Kestra Private Wealth Services, LLC | 19,654 | $457.0K | 0.01% | +995+5.3% | Added |
| Versor Investments LP | 20,673 | $480.6K | 0.10% | +20,673 | New |
| Susquehanna International Group, LLP | 21,507 | $500.0K | 0.00% | +21,507 | New |
| Mirae Asset Global Investments Co., Ltd. | 21,796 | $506.8K | 0.00% | −4,014−15.6% | Reduced |
| Verus Capital Partners, LLC | 22,772 | $529.4K | 0.07% | −1,769−7.2% | Reduced |
| Neuberger Berman Group LLC | 23,589 | $548.4K | 0.00% | −308−1.3% | Reduced |
| Wealth Management Partners, LLC | 23,652 | $549.9K | 0.34% | +172+0.7% | Added |
| TD Asset Management Inc | 23,778 | $552.8K | 0.00% | +8,890+59.7% | Added |
| Royal Fund Management, LLC | 24,500 | $569.6K | 0.08% | −200−0.8% | Reduced |
| Baird Financial Group, Inc. | 27,081 | $629.6K | 0.00% | +7,850+40.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,109 | $630.0K | 0.00% | −55,116−67.0% | Reduced |
| Qube Research & Technologies Ltd | 27,513 | $639.7K | 0.00% | +27,513 | New |
| JPMorgan Chase & Co | 29,569 | $687.5K | 0.00% | +11,037+59.6% | Added |
| Capstone Investment Advisors, LLC | 30,591 | $711.2K | 0.02% | +5,584+22.3% | Added |
| Bank of New York Mellon Corp | 30,973 | $720.1K | 0.00% | +6,681+27.5% | Added |
| Comerica Bank | 32,648 | $759.1K | 0.00% | +32,648 | New |
| Wesbanco Bank Inc | 32,785 | $762.3K | 0.03% | +9,800+42.6% | Added |
| Dimensional Fund Advisors LP | 33,174 | $771.3K | 0.00% | +16,939+104.3% | Added |
| Financial Advocates Investment Management | 33,495 | $778.8K | 0.06% | −265−0.8% | Reduced |
| EFG Asset Management (North America) Corp. | 33,678 | $782.8K | 0.19% | +4,398+15.0% | Added |
| Bank of Montreal | 32,800 | $834.4K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 36,109 | $839.5K | 0.00% | +31+0.1% | Added |
| Parallax Volatility Advisers, L.P. | 38,244 | $889.2K | 0.03% | +38,244 | New |
| Wells Fargo & Company | 38,925 | $905.0K | 0.00% | +8,312+27.2% | Added |
| UBS Asset Management Americas Inc | 38,943 | $905.4K | 0.00% | +17,471+81.4% | Added |
| Dark Forest Capital Management LP | 45,724 | $1.06M | 0.09% | +45,724 | New |
| IMA Wealth, Inc. | 46,226 | $1.07M | 0.28% | −1,179−2.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 46,710 | $1.09M | 0.00% | +5,406+13.1% | Added |
| Seven Grand Managers, LLC | 47,886 | $1.11M | 1.49% | +47,886 | New |
| California State Teachers Retirement System | 48,037 | $1.12M | 0.00% | +15,892+49.4% | Added |
| Private Wealth Advisors | 48,601 | $1.13M | 0.50% | −69−0.1% | Reduced |
| Legal & General Group Plc | 53,005 | $1.23M | 0.00% | +23,604+80.3% | Added |
| Arrowroot Family Office, LLC | 55,514 | $1.29M | 1.02% | +204+0.4% | Added |
| Holocene Advisors, LP | 55,719 | $1.30M | 0.01% | −26,067−31.9% | Reduced |
| Cetera Advisors LLC | 58,816 | $1.37M | 0.02% | +327+0.6% | Added |
| Raymond James & Associates | 63,511 | $1.48M | 0.00% | −47,926−43.0% | Reduced |
| Ameriprise Financial Inc | 67,981 | $1.58M | 0.00% | +45,436+201.5% | Added |
| SEI Investments Co | 71,481 | $1.66M | 0.00% | +71,481 | New |
| Norges Bank | 74,682 | $1.74M | 0.00% | +74,682 | New |
| Advisor Group Holdings, Inc. | 77,570 | $1.80M | 0.00% | −84,708−52.2% | Reduced |
| TRUE Private Wealth Advisors | 80,202 | $1.86M | 0.26% | −948−1.2% | Reduced |
| Jane Street Group, LLC | 90,119 | $2.10M | 0.00% | +67,790+303.6% | Added |
| Capital Fund Management S.A. | 90,397 | $2.10M | 0.03% | +34,170+60.8% | Added |
| Commonwealth Equity Services, LLC | 111,912 | $2.60M | 0.01% | −2,242−2.0% | Reduced |
| Aquatic Capital Management LLC | 114,000 | $2.65M | 0.11% | +61,000+115.1% | Added |
| Taylor Frigon Capital Management LLC | 117,290 | $2.73M | 1.52% | −1,507−1.3% | Reduced |
| Swiss National Bank | 119,900 | $2.79M | 0.00% | +40,300+50.6% | Added |
| State of Wisconsin Investment Board | 121,823 | $2.83M | 0.01% | −7,834−6.0% | Reduced |
| Northern Trust Corp | 123,488 | $2.87M | 0.00% | +53,916+77.5% | Added |
| Blair William & Co | 138,825 | $3.23M | 0.01% | +19,100+16.0% | Added |
| National Bank of Canada | 138,400 | $3.25M | 0.01% | −164,300−54.3% | Reduced |
| UBS Group AG | 144,484 | $3.36M | 0.00% | +87,781+154.8% | Added |
| Verition Fund Management LLC | 148,388 | $3.45M | 0.05% | +148,388 | New |
| Morgan Stanley | 154,945 | $3.60M | 0.00% | −4,789−3.0% | Reduced |
| Park West Asset Management LLC | 165,000 | $3.84M | 0.35% | +165,000 | New |
| State of Michigan Retirement System | 180,000 | $4.18M | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 193,849 | $4.51M | 0.07% | +31,783+19.6% | Added |
| Sculptor Capital LP | 200,600 | $4.66M | 0.11% | −123,100−38.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 226,889 | $5.28M | 0.01% | +226,889 | New |
| Squarepoint Ops LLC | 237,567 | $5.52M | 0.03% | +168,975+246.3% | Added |
| State Street Corp | 237,977 | $5.53M | 0.00% | +87,589+58.2% | Added |
| Alyeska Investment Group, L.P. | 248,640 | $5.78M | 0.04% | +248,640 | New |
| Joho Capital LLC | 254,803 | $5.92M | 1.33% | +254,803 | New |
| Ghisallo Capital Management LLC | 268,154 | $6.23M | 0.64% | +268,154 | New |
| Charles Schwab Investment Management Inc | 282,781 | $6.57M | 0.00% | +129,016+83.9% | Added |
| Crestwood Capital Management, L.P. | 320,000 | $7.44M | 5.64% | +320,000 | New |
| LPL Financial LLC | 359,369 | $8.36M | 0.01% | +11,139+3.2% | Added |
| Davidson Kempner Capital Management LP | 365,000 | $8.49M | 0.13% | +365,000 | New |
| Federated Hermes, Inc. | 400,000 | $9.30M | 0.02% | +100,000+33.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 424,121 | $9.86M | 0.06% | +424,121 | New |
| Citigroup Inc | 437,910 | $10.2M | 0.01% | +420,798+2,459.1% | Added |
| Goldman Sachs Group Inc | 443,947 | $10.3M | 0.00% | +115,510+35.2% | Added |
| Invesco Ltd. | 496,712 | $11.5M | 0.00% | +496,712 | New |
| Geode Capital Management, LLC | 497,202 | $11.6M | 0.00% | +208,918+72.5% | Added |
| Clearbridge Investments, LLC | 863,638 | $20.1M | 0.02% | −4,119−0.5% | Reduced |
| Bank of America Corp | 932,683 | $21.7M | 0.00% | +441,018+89.7% | Added |
| BlackRock Inc. | 957,042 | $22.3M | 0.00% | +349,123+57.4% | Added |
| American Century Companies Inc | 1,177,148 | $27.4M | 0.02% | +773,616+191.7% | Added |
| Marshall Wace, LLP | 1,421,575 | $33.1M | 0.07% | +1,235,479+663.9% | Added |
| Citadel Advisors LLC | 3,059,373 | $71.1M | 0.08% | +2,739,484+856.4% | Added |
| T. Rowe Price Investment Management, Inc. | 3,976,492 | $92.5M | 0.07% | +3,423,048+618.5% | Added |
| Vanguard Group Inc | 4,614,550 | $107.3M | 0.00% | +1,120,908+32.1% | Added |
| FMR LLC | 8,581,751 | $199.5M | 0.02% | +2,578,145+42.9% | Added |
| TSG Consumer Partners LP | 53,485,898 | $1.24B | 64.29% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −342,987−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −46,125−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −21,687−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,267−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Summit Place Financial Advisors, LLC | 0 | $0 | 0.00% | −11,625−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −11,180−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,802−100.0% | Sold out |