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