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, Q4 2023
Institutional positions in Dutch Bros Inc. as of Dec 31, 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
- 232
- +41 vs. Q3 2023
- Shares held
- 91.2M
- +1.99M (+2.2%) vs. Q3 2023
- Total value
- $2.89B
- +$813.6M (+39.2%) vs. Q3 2023
- New holders
- 70
- 86 more added
- Sold out
- 29
- 46 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSG Consumer Partners LP | 46,550,828 | $1.47B | 69.70% | −6,935,070−13.0% | Reduced |
| FMR LLC | 7,815,803 | $247.5M | 0.02% | −765,948−8.9% | Reduced |
| Vanguard Group Inc | 4,750,468 | $150.4M | 0.00% | +135,918+2.9% | Added |
| T. Rowe Price Investment Management, Inc. | 4,166,582 | $132.0M | 0.09% | +190,090+4.8% | Added |
| Citadel Advisors LLC | 3,959,386 | $125.4M | 0.13% | +900,013+29.4% | Added |
| Marshall Wace, LLP | 2,196,555 | $69.6M | 0.13% | +774,980+54.5% | Added |
| American Century Companies Inc | 1,408,492 | $44.6M | 0.03% | +231,344+19.7% | Added |
| Point72 Asset Management, L.P. | 1,173,555 | $37.2M | 0.11% | +1,173,555 | New |
| BlackRock Inc. | 1,065,942 | $33.8M | 0.00% | +108,900+11.4% | Added |
| Driehaus Capital Management LLC | 912,066 | $28.9M | 0.35% | +912,066 | New |
| Clearbridge Investments, LLC | 863,657 | $27.4M | 0.02% | +190.0% | Added |
| Bank of America Corp | 850,278 | $26.9M | 0.00% | −82,405−8.8% | Reduced |
| Goldman Sachs Group Inc | 585,805 | $18.6M | 0.00% | +141,858+32.0% | Added |
| Balyasny Asset Management LLC | 578,852 | $18.3M | 0.05% | +578,852 | New |
| Geode Capital Management, LLC | 550,410 | $17.4M | 0.00% | +53,208+10.7% | Added |
| Susquehanna International Group, LLP | 477,694 | $15.1M | 0.03% | +456,187+2,121.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 474,853 | $15.0M | 0.08% | +50,732+12.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 444,474 | $14.1M | 0.36% | +444,474 | New |
| Fenimore Asset Management Inc | 429,758 | $13.6M | 0.32% | +429,758 | New |
| Federated Hermes, Inc. | 400,000 | $12.7M | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 387,484 | $12.3M | 0.00% | +232,539+150.1% | Added |
| D. E. Shaw & Co., Inc. | 387,337 | $12.3M | 0.02% | +387,337 | New |
| Davidson Kempner Capital Management LP | 371,038 | $11.8M | 0.21% | +6,038+1.7% | Added |
| LPL Financial LLC | 367,980 | $11.7M | 0.01% | +8,611+2.4% | Added |
| Citigroup Inc | 366,839 | $11.6M | 0.02% | −71,071−16.2% | Reduced |
| Ghisallo Capital Management LLC | 350,000 | $11.1M | 1.15% | +81,846+30.5% | Added |
| Millennium Management LLC | 335,058 | $10.6M | 0.01% | +335,058 | New |
| UBS Group AG | 327,142 | $10.4M | 0.00% | +182,658+126.4% | Added |
| Crestwood Capital Management, L.P. | 321,097 | $10.2M | 6.02% | +1,097+0.3% | Added |
| Charles Schwab Investment Management Inc | 296,939 | $9.40M | 0.00% | +14,158+5.0% | Added |
| Sculptor Capital LP | 295,800 | $9.37M | 0.24% | +95,200+47.5% | Added |
| Invesco Ltd. | 290,877 | $9.21M | 0.00% | −205,835−41.4% | Reduced |
| Verition Fund Management LLC | 290,113 | $9.19M | 0.09% | +141,725+95.5% | Added |
| Cubist Systematic Strategies, LLC | 286,362 | $9.07M | 0.11% | +286,362 | New |
| State Street Corp | 281,261 | $8.91M | 0.00% | +43,284+18.2% | Added |
| Jane Street Group, LLC | 271,046 | $8.58M | 0.01% | +180,927+200.8% | Added |
| Joho Capital LLC | 258,003 | $8.17M | 1.48% | +3,200+1.3% | Added |
| Barclays PLC | 206,076 | $6.53M | 0.00% | +187,302+997.7% | Added |
| Aquatic Capital Management LLC | 197,500 | $6.25M | 0.16% | +83,500+73.2% | Added |
| Landscape Capital Management, L.L.C. | 193,602 | $6.13M | 0.55% | +193,602 | New |
| Concurrent Investment Advisors, LLC | 181,119 | $5.74M | 0.27% | +181,119 | New |
| State of Michigan Retirement System | 180,000 | $5.70M | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 179,721 | $5.69M | 0.01% | −47,168−20.8% | Reduced |
| Northern Trust Corp | 169,675 | $5.37M | 0.00% | +46,187+37.4% | Added |
| HRT Financial LP | 163,462 | $5.18M | 0.04% | +163,462 | New |
| National Bank of Canada | 147,100 | $4.57M | 0.01% | +8,700+6.3% | Added |
| Blair William & Co | 143,337 | $4.54M | 0.02% | +4,512+3.3% | Added |
| Two Sigma Investments, LP | 138,740 | $4.39M | 0.01% | +138,740 | New |
| State of Wisconsin Investment Board | 137,695 | $4.36M | 0.01% | +15,872+13.0% | Added |
| Jump Financial, LLC | 128,500 | $4.07M | 0.13% | +128,500 | New |
| Nordea Investment Management AB | 121,508 | $3.85M | 0.00% | +121,508 | New |
| Taylor Frigon Capital Management LLC | 114,010 | $3.61M | 1.81% | −3,280−2.8% | Reduced |
| Holocene Advisors, LP | 112,156 | $3.55M | 0.01% | +56,437+101.3% | Added |
| Commonwealth Equity Services, LLC | 111,872 | $3.54M | 0.01% | −400.0% | Reduced |
| Woodline Partners LP | 110,782 | $3.51M | 0.04% | +110,782 | New |
| Swiss National Bank | 110,300 | $3.49M | 0.00% | −9,600−8.0% | Reduced |
| Squarepoint Ops LLC | 103,759 | $3.29M | 0.01% | −133,808−56.3% | Reduced |
| Twinbeech Capital LP | 101,007 | $3.20M | 0.05% | +101,007 | New |
| Wells Fargo & Company | 97,568 | $3.09M | 0.00% | +58,643+150.7% | Added |
| Capital Fund Management S.A. | 95,005 | $3.01M | 0.04% | +4,608+5.1% | Added |
| Schonfeld Strategic Advisors LLC | 94,700 | $3.00M | 0.02% | +94,700 | New |
| Boulder Hill Capital Management LP | 78,400 | $2.48M | 1.33% | +78,400 | New |
| Advisor Group Holdings, Inc. | 78,152 | $2.47M | 0.00% | +582+0.8% | Added |
| TRUE Private Wealth Advisors | 77,082 | $2.44M | 0.31% | −3,120−3.9% | Reduced |
| Ameriprise Financial Inc | 75,565 | $2.39M | 0.00% | +7,584+11.2% | Added |
| Norges Bank | 74,682 | $2.37M | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 71,406 | $2.26M | 0.00% | +47,628+200.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 70,422 | $2.23M | 0.00% | +23,712+50.8% | Added |
| HBK Investments L P | 60,000 | $1.90M | 0.05% | +60,000 | New |
| UBS Asset Management Americas Inc | 58,683 | $1.86M | 0.00% | +19,740+50.7% | Added |
| Cetera Advisors LLC | 58,445 | $1.85M | 0.03% | −371−0.6% | Reduced |
| Credit Suisse AG | 54,398 | $1.72M | 0.00% | +18,289+50.6% | Added |
| GTS Securities LLC | 52,393 | $1.66M | 0.04% | +52,393 | New |
| Legal & General Group Plc | 51,239 | $1.62M | 0.00% | −1,766−3.3% | Reduced |
| California State Teachers Retirement System | 49,885 | $1.58M | 0.00% | +1,848+3.8% | Added |
| Private Wealth Advisors | 47,275 | $1.50M | 0.65% | −1,326−2.7% | Reduced |
| ExodusPoint Capital Management, LP | 42,734 | $1.35M | 0.02% | +42,734 | New |
| Raymond James & Associates | 42,674 | $1.35M | 0.00% | −20,837−32.8% | Reduced |
| Arrowroot Family Office, LLC | 41,620 | $1.32M | 0.93% | −13,894−25.0% | Reduced |
| Baird Financial Group, Inc. | 39,625 | $1.25M | 0.00% | +12,544+46.3% | Added |
| IMS Capital Management | 38,503 | $1.22M | 0.60% | +38,503 | New |
| Aigen Investment Management, LP | 37,539 | $1.19M | 0.21% | +37,539 | New |
| JPMorgan Chase & Co | 37,264 | $1.18M | 0.00% | +7,695+26.0% | Added |
| Dimensional Fund Advisors LP | 35,042 | $1.11M | 0.00% | +1,868+5.6% | Added |
| SEI Investments Co | 33,769 | $1.07M | 0.00% | −37,712−52.8% | Reduced |
| Trexquant Investment LP | 32,866 | $1.04M | 0.02% | +32,866 | New |
| EFG Asset Management (North America) Corp. | 32,862 | $1.04M | 0.20% | −816−2.4% | Reduced |
| Comerica Bank | 32,134 | $1.02M | 0.00% | −514−1.6% | Reduced |
| Financial Advocates Investment Management | 29,453 | $932.8K | 0.06% | −4,042−12.1% | Reduced |
| Bank of New York Mellon Corp | 29,368 | $930.1K | 0.00% | −1,605−5.2% | Reduced |
| Bridgecreek Investment Management, LLC | 28,950 | $916.8K | 0.18% | +28,950 | New |
| TCG Advisory Services, LLC | 28,950 | $916.8K | 0.06% | +28,950 | New |
| Janus Henderson Group PLC | 28,772 | $910.2K | 0.00% | +9,169+46.8% | Added |
| Capstone Investment Advisors, LLC | 28,224 | $893.9K | 0.02% | −2,367−7.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 28,135 | $891.0K | 0.08% | +28,135 | New |
| Neuberger Berman Group LLC | 27,759 | $879.1K | 0.00% | +4,170+17.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 27,395 | $868.0K | 0.00% | +286+1.1% | Added |
| Walleye Capital LLC | 27,379 | $867.1K | 0.01% | −166,470−85.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 25,433 | $805.5K | 0.00% | +3,637+16.7% | Added |
| Man Group plc | 24,774 | $784.6K | 0.00% | – | – |