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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 14,172 | $448.8K | 0.00% | +1,294+10.0% | Added |
| Victory Capital Management Inc | 14,443 | $457.4K | 0.00% | +5,685+64.9% | Added |
| Price T Rowe Associates Inc | 14,600 | $463.0K | 0.00% | +4,300+41.7% | Added |
| HighTower Advisors, LLC | 14,647 | $464.0K | 0.00% | −1,435−8.9% | Reduced |
| Inspire Advisors, LLC | 14,943 | $473.2K | 0.07% | +308+2.1% | Added |
| Cannon Global Investment Management, LLC | 15,000 | $475.1K | 3.56% | +15,000 | New |
| Pearl River Capital, LLC | 15,293 | $484.3K | 0.08% | +15,293 | New |
| Royal Bank of Canada | 15,339 | $486.0K | 0.00% | −793−4.9% | Reduced |
| Independent Financial Group, LLC | 15,427 | $488.6K | 0.03% | −699−4.3% | Reduced |
| Arizona State Retirement System | 15,654 | $495.8K | 0.00% | +3,952+33.8% | Added |
| Seven Eight Capital, LP | 15,804 | $500.5K | 0.06% | +15,804 | New |
| Stifel Financial Corp | 16,499 | $522.5K | 0.00% | +293+1.8% | Added |
| Independent Advisor Alliance | 16,677 | $528.2K | 0.02% | +245+1.5% | Added |
| Wedbush Securities Inc | 16,875 | $534.0K | 0.02% | +4,169+32.8% | Added |
| Group One Trading, L.P. | 17,145 | $543.0K | 0.02% | +17,145 | New |
| Steward Partners Investment Advisory, LLC | 17,316 | $548.4K | 0.01% | +1,441+9.1% | Added |
| Wealth Management Partners, LLC | 18,034 | $571.1K | 0.32% | −5,618−23.8% | Reduced |
| Orca Investment Management, LLC | 18,569 | $588.1K | 0.56% | +1,725+10.2% | Added |
| Caption Management, LLC | 18,819 | $596.0K | 0.06% | +18,819 | New |
| Susquehanna Portfolio Strategies, LLC | 19,167 | $607.0K | 0.01% | +19,167 | New |
| Versor Investments LP | 19,849 | $628.6K | 0.13% | −824−4.0% | Reduced |
| Seven Grand Managers, LLC | 20,000 | $633.4K | 0.60% | −27,886−58.2% | Reduced |
| Engineers Gate Manager LP | 20,951 | $663.5K | 0.02% | +20,951 | New |
| Quantbot Technologies LP | 21,016 | $665.6K | 0.04% | +21,016 | New |
| Royal Fund Management, LLC | 21,400 | $677.7K | 0.09% | −3,100−12.7% | Reduced |
| Verus Capital Partners, LLC | 21,479 | $680.2K | 0.08% | −1,293−5.7% | Reduced |
| Renaissance Capital LLC | 21,770 | $689.5K | 0.34% | +4,605+26.8% | Added |
| Dynamic Technology Lab Private Ltd | 21,974 | $696.0K | 0.07% | +7,446+51.3% | Added |
| Rockefeller Capital Management L.P. | 22,376 | $708.6K | 0.00% | +10,842+94.0% | Added |
| Blueshift Asset Management, LLC | 22,642 | $717.1K | 0.38% | +22,642 | New |
| Gsa Capital Partners LLP | 23,471 | $743.0K | 0.06% | +23,471 | New |
| Kestra Private Wealth Services, LLC | 23,510 | $744.6K | 0.02% | +3,856+19.6% | Added |
| Man Group plc | 24,774 | $784.6K | 0.00% | – | – |
| Mirae Asset Global Investments Co., Ltd. | 25,433 | $805.5K | 0.00% | +3,637+16.7% | Added |
| Walleye Capital LLC | 27,379 | $867.1K | 0.01% | −166,470−85.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 27,395 | $868.0K | 0.00% | +286+1.1% | Added |
| Neuberger Berman Group LLC | 27,759 | $879.1K | 0.00% | +4,170+17.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 28,135 | $891.0K | 0.08% | +28,135 | New |
| Capstone Investment Advisors, LLC | 28,224 | $893.9K | 0.02% | −2,367−7.7% | Reduced |
| Janus Henderson Group PLC | 28,772 | $910.2K | 0.00% | +9,169+46.8% | Added |
| 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 |
| Bank of New York Mellon Corp | 29,368 | $930.1K | 0.00% | −1,605−5.2% | Reduced |
| Financial Advocates Investment Management | 29,453 | $932.8K | 0.06% | −4,042−12.1% | Reduced |
| Comerica Bank | 32,134 | $1.02M | 0.00% | −514−1.6% | Reduced |
| EFG Asset Management (North America) Corp. | 32,862 | $1.04M | 0.20% | −816−2.4% | Reduced |
| Trexquant Investment LP | 32,866 | $1.04M | 0.02% | +32,866 | New |
| SEI Investments Co | 33,769 | $1.07M | 0.00% | −37,712−52.8% | Reduced |
| Dimensional Fund Advisors LP | 35,042 | $1.11M | 0.00% | +1,868+5.6% | Added |
| JPMorgan Chase & Co | 37,264 | $1.18M | 0.00% | +7,695+26.0% | Added |
| Aigen Investment Management, LP | 37,539 | $1.19M | 0.21% | +37,539 | New |
| IMS Capital Management | 38,503 | $1.22M | 0.60% | +38,503 | New |
| Baird Financial Group, Inc. | 39,625 | $1.25M | 0.00% | +12,544+46.3% | Added |
| Arrowroot Family Office, LLC | 41,620 | $1.32M | 0.93% | −13,894−25.0% | Reduced |
| Raymond James & Associates | 42,674 | $1.35M | 0.00% | −20,837−32.8% | Reduced |
| ExodusPoint Capital Management, LP | 42,734 | $1.35M | 0.02% | +42,734 | New |
| Private Wealth Advisors | 47,275 | $1.50M | 0.65% | −1,326−2.7% | Reduced |
| California State Teachers Retirement System | 49,885 | $1.58M | 0.00% | +1,848+3.8% | Added |
| Legal & General Group Plc | 51,239 | $1.62M | 0.00% | −1,766−3.3% | Reduced |
| GTS Securities LLC | 52,393 | $1.66M | 0.04% | +52,393 | New |
| Credit Suisse AG | 54,398 | $1.72M | 0.00% | +18,289+50.6% | Added |
| Cetera Advisors LLC | 58,445 | $1.85M | 0.03% | −371−0.6% | Reduced |
| UBS Asset Management Americas Inc | 58,683 | $1.86M | 0.00% | +19,740+50.7% | Added |
| HBK Investments L P | 60,000 | $1.90M | 0.05% | +60,000 | New |
| Raymond James Financial Services Advisors, Inc. | 70,422 | $2.23M | 0.00% | +23,712+50.8% | Added |
| TD Asset Management Inc | 71,406 | $2.26M | 0.00% | +47,628+200.3% | Added |
| Norges Bank | 74,682 | $2.37M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 75,565 | $2.39M | 0.00% | +7,584+11.2% | Added |
| TRUE Private Wealth Advisors | 77,082 | $2.44M | 0.31% | −3,120−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 78,152 | $2.47M | 0.00% | +582+0.8% | Added |
| Boulder Hill Capital Management LP | 78,400 | $2.48M | 1.33% | +78,400 | New |
| Schonfeld Strategic Advisors LLC | 94,700 | $3.00M | 0.02% | +94,700 | New |
| Capital Fund Management S.A. | 95,005 | $3.01M | 0.04% | +4,608+5.1% | Added |
| Wells Fargo & Company | 97,568 | $3.09M | 0.00% | +58,643+150.7% | Added |
| Twinbeech Capital LP | 101,007 | $3.20M | 0.05% | +101,007 | New |
| Squarepoint Ops LLC | 103,759 | $3.29M | 0.01% | −133,808−56.3% | Reduced |
| Swiss National Bank | 110,300 | $3.49M | 0.00% | −9,600−8.0% | Reduced |
| Woodline Partners LP | 110,782 | $3.51M | 0.04% | +110,782 | New |
| Commonwealth Equity Services, LLC | 111,872 | $3.54M | 0.01% | −400.0% | Reduced |
| Holocene Advisors, LP | 112,156 | $3.55M | 0.01% | +56,437+101.3% | Added |
| Taylor Frigon Capital Management LLC | 114,010 | $3.61M | 1.81% | −3,280−2.8% | Reduced |
| Nordea Investment Management AB | 121,508 | $3.85M | 0.00% | +121,508 | New |
| Jump Financial, LLC | 128,500 | $4.07M | 0.13% | +128,500 | New |
| State of Wisconsin Investment Board | 137,695 | $4.36M | 0.01% | +15,872+13.0% | Added |
| Two Sigma Investments, LP | 138,740 | $4.39M | 0.01% | +138,740 | New |
| Blair William & Co | 143,337 | $4.54M | 0.02% | +4,512+3.3% | Added |
| National Bank of Canada | 147,100 | $4.57M | 0.01% | +8,700+6.3% | Added |
| HRT Financial LP | 163,462 | $5.18M | 0.04% | +163,462 | New |
| Northern Trust Corp | 169,675 | $5.37M | 0.00% | +46,187+37.4% | Added |
| Allspring Global Investments Holdings, LLC | 179,721 | $5.69M | 0.01% | −47,168−20.8% | Reduced |
| State of Michigan Retirement System | 180,000 | $5.70M | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 181,119 | $5.74M | 0.27% | +181,119 | New |
| Landscape Capital Management, L.L.C. | 193,602 | $6.13M | 0.55% | +193,602 | New |
| Aquatic Capital Management LLC | 197,500 | $6.25M | 0.16% | +83,500+73.2% | Added |
| Barclays PLC | 206,076 | $6.53M | 0.00% | +187,302+997.7% | Added |
| Joho Capital LLC | 258,003 | $8.17M | 1.48% | +3,200+1.3% | Added |
| Jane Street Group, LLC | 271,046 | $8.58M | 0.01% | +180,927+200.8% | Added |
| State Street Corp | 281,261 | $8.91M | 0.00% | +43,284+18.2% | Added |
| Cubist Systematic Strategies, LLC | 286,362 | $9.07M | 0.11% | +286,362 | New |
| Verition Fund Management LLC | 290,113 | $9.19M | 0.09% | +141,725+95.5% | Added |