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 |
|---|---|---|---|---|---|
| VitalStone Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 15 | $475 | 0.00% | +15 | New |
| Pacific Center for Financial Services | 23 | $729 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 23 | $729 | 0.00% | +23 | New |
| Planned Solutions, Inc. | 26 | $823 | 0.00% | +26 | New |
| Tidemark, LLC | 32 | $1.01K | 0.00% | +32 | New |
| Retirement Group, LLC | 40 | $1.27K | 0.00% | +17+73.9% | Added |
| Fifth Third Bancorp | 41 | $1.30K | 0.00% | −230−84.9% | Reduced |
| Venturi Wealth Management, LLC | 45 | $1.43K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $1.58K | 0.00% | +50 | New |
| BBJS Financial Advisors, LLC | 50 | $1.58K | 0.00% | +50 | New |
| Ci Investments Inc. | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 70 | $2.22K | 0.00% | +70 | New |
| Tennessee Valley Asset Management Partners | 80 | $2.53K | 0.00% | +80 | New |
| Avion Wealth | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $3.17K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $3.17K | 0.00% | +100 | New |
| Sandy Spring Bank | 110 | $3.48K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 112 | $3.55K | 0.00% | +42+60.0% | Added |
| Harbour Investments, Inc. | 120 | $3.80K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 185 | $5.86K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 194 | $6.14K | 0.00% | +45+30.2% | Added |
| Point72 Hong Kong Ltd | 199 | $6.32K | 0.00% | +199 | New |
| Rosenberg Matthew Hamilton | 202 | $6.40K | 0.00% | +202 | New |
| Arcadia Investment Advisors LLC | 204 | $6.46K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 219 | $6.94K | 0.00% | +219 | New |
| Householder Group Estate & Retirement Specialist, LLC | 274 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 286 | $9.06K | 0.00% | −37,958−99.3% | Reduced |
| Principal Securities, Inc. | 300 | $9.50K | 0.00% | +300 | New |
| Psagot Value Holdings Ltd. / (Israel) | 340 | $11.0K | 0.00% | −220−39.3% | Reduced |
| First Beijing Investment Ltd | 369 | $11.7K | 0.00% | +369 | New |
| Proequities, Inc. | 500 | $15.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 589 | $16.6K | 0.00% | +75+14.6% | Added |
| Valley National Advisers Inc | 565 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 550 | $17.0K | 0.00% | +550 | New |
| The PNC Financial Services Group, Inc. | 574 | $18.2K | 0.00% | −13−2.2% | Reduced |
| Hollencrest Capital Management | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 660 | $20.9K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 686 | $21.7K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 697 | $22.1K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 772 | $24.4K | 0.02% | +288+59.5% | Added |
| Stone House Investment Management, LLC | 827 | $26.2K | 0.01% | +225+37.4% | Added |
| Advisors Asset Management, Inc. | 882 | $27.9K | 0.00% | +78+9.7% | Added |
| Country Trust Bank | 900 | $28.5K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,091 | $34.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,095 | $34.7K | 0.00% | +1,095 | New |
| Lindbrook Capital, LLC | 1,100 | $34.8K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,148 | $36.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,249 | $39.0K | 0.00% | +1,099+732.7% | Added |
| Rhumbline Advisers | 1,255 | $39.7K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,249 | $40.0K | 0.00% | +1,249 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,283 | $40.6K | 0.00% | +1,208+1,610.7% | Added |
| Parallel Advisors, LLC | 1,414 | $44.8K | 0.00% | −400−22.1% | Reduced |
| Global Retirement Partners, LLC | 1,647 | $45.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,463 | $46.3K | 0.00% | −130−8.2% | Reduced |
| Allworth Financial LP | 1,598 | $50.6K | 0.00% | +471+41.8% | Added |
| Geneos Wealth Management Inc. | 1,975 | $62.5K | 0.00% | −1,090−35.6% | Reduced |
| Archer Investment Corp | 2,075 | $65.7K | 0.02% | −200−8.8% | Reduced |
| Deutsche Bank AG | 2,095 | $66.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,197 | $70.0K | 0.00% | +371+20.3% | Added |
| GPS Wealth Strategies Group, LLC | 2,490 | $78.9K | 0.01% | +590+31.1% | Added |
| Tower Research Capital LLC (TRC) | 2,552 | $80.8K | 0.00% | +2,217+661.8% | Added |
| Tradewinds Capital Management, LLC | 2,569 | $81.4K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,127 | $99.0K | 0.00% | +1,004+47.3% | Added |
| AdvisorShares Investments LLC | 4,600 | $145.7K | 0.03% | +4,600 | New |
| Sittner & Nelson, LLC | 5,795 | $183.5K | 0.10% | +100+1.8% | Added |
| Bullseye Asset Management LLC | 6,000 | $190.0K | 0.09% | +1,000+20.0% | Added |
| Farther Finance Advisors, LLC | 6,341 | $200.8K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,949 | $220.1K | 0.00% | +6,949 | New |
| Clearview Wealth Advisors LLC | 6,995 | $221.5K | 0.26% | +6,995 | New |
| Lombard Odier Asset Management (USA) Corp | 7,118 | $225.4K | 0.03% | +7,118 | New |
| Centiva Capital, LP | 7,216 | $228.5K | 0.01% | +7,216 | New |
| Creative Planning | 7,258 | $229.9K | 0.00% | −5,500−43.1% | Reduced |
| Chicago Partners Investment Group LLC | 8,405 | $231.1K | 0.01% | +8,405 | New |
| Empirical Capital Management, LLC | 7,500 | $238.0K | 0.22% | +7,500 | New |
| Two Sigma Securities, LLC | 7,524 | $238.3K | 0.01% | +7,524 | New |
| Manufacturers Life Insurance Company, The | 7,657 | $242.5K | 0.00% | +7,657 | New |
| Freestone Capital Holdings, LLC | 7,729 | $244.8K | 0.01% | +7,729 | New |
| Handelsbanken Fonder AB | 8,100 | $257.0K | 0.00% | +8,100 | New |
| Entropy Technologies, LP | 8,533 | $270.2K | 0.05% | +8,533 | New |
| WoodTrust Financial Corp | 8,550 | $271.0K | 0.05% | +8,550 | New |
| Qsemble Capital Management, LP | 8,841 | $280.0K | 0.07% | +8,841 | New |
| RB Capital Management, LLC | 9,290 | $294.2K | 0.09% | −2,364−20.3% | Reduced |
| Hedges Asset Management LLC | 9,300 | $294.5K | 0.23% | +300+3.3% | Added |
| Keudell/Morrison Wealth Management | 9,722 | $307.9K | 0.10% | +391+4.2% | Added |
| Hexagon Capital Partners LLC | 10,020 | $317.3K | 0.08% | +20.0% | Added |
| Triton Wealth Management, PLLC | 10,307 | $318.1K | 0.21% | +197+1.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 10,330 | $327.2K | 0.20% | +10,330 | New |
| Thrivent Financial for Lutherans | 10,415 | $330.0K | 0.00% | +57+0.6% | Added |
| Moors & Cabot, Inc. | 10,846 | $343.5K | 0.02% | +10,846 | New |
| Truist Financial Corp | 10,847 | $343.5K | 0.00% | −741−6.4% | Reduced |
| Harbor Capital Advisors, Inc. | 11,050 | $350.0K | 0.07% | +4,097+58.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,481 | $363.6K | 0.00% | +2,100+22.4% | Added |
| Van Hulzen Asset Management, LLC | 11,890 | $377.0K | 0.03% | +1,910+19.1% | Added |
| Becker Capital Management Inc | 12,309 | $389.8K | 0.01% | −1,191−8.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 12,387 | $392.3K | 0.07% | −2,605−17.4% | Reduced |
| Cetera Advisor Networks LLC | 12,397 | $392.6K | 0.00% | −1,913−13.4% | Reduced |
| Envestnet Asset Management Inc | 13,190 | $417.7K | 0.00% | +4,512+52.0% | Added |
| Janney Montgomery Scott LLC | 13,900 | $440.0K | 0.00% | −2,573−15.6% | Reduced |
| Cetera Investment Advisers | 14,066 | $445.5K | 0.00% | +1,074+8.3% | Added |