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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 290,877 | $9.21M | 0.00% | −205,835−41.4% | Reduced |
| Sculptor Capital LP | 295,800 | $9.37M | 0.24% | +95,200+47.5% | Added |
| Charles Schwab Investment Management Inc | 296,939 | $9.40M | 0.00% | +14,158+5.0% | Added |
| Crestwood Capital Management, L.P. | 321,097 | $10.2M | 6.02% | +1,097+0.3% | Added |
| UBS Group AG | 327,142 | $10.4M | 0.00% | +182,658+126.4% | Added |
| Millennium Management LLC | 335,058 | $10.6M | 0.01% | +335,058 | New |
| Ghisallo Capital Management LLC | 350,000 | $11.1M | 1.15% | +81,846+30.5% | Added |
| Citigroup Inc | 366,839 | $11.6M | 0.02% | −71,071−16.2% | Reduced |
| LPL Financial LLC | 367,980 | $11.7M | 0.01% | +8,611+2.4% | Added |
| Davidson Kempner Capital Management LP | 371,038 | $11.8M | 0.21% | +6,038+1.7% | Added |
| D. E. Shaw & Co., Inc. | 387,337 | $12.3M | 0.02% | +387,337 | New |
| Morgan Stanley | 387,484 | $12.3M | 0.00% | +232,539+150.1% | Added |
| Federated Hermes, Inc. | 400,000 | $12.7M | 0.03% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 429,758 | $13.6M | 0.32% | +429,758 | New |
| Weiss Multi-Strategy Advisers LLC | 444,474 | $14.1M | 0.36% | +444,474 | New |
| Fuller & Thaler Asset Management, Inc. | 474,853 | $15.0M | 0.08% | +50,732+12.0% | Added |
| Susquehanna International Group, LLP | 477,694 | $15.1M | 0.03% | +456,187+2,121.1% | Added |
| Geode Capital Management, LLC | 550,410 | $17.4M | 0.00% | +53,208+10.7% | Added |
| Balyasny Asset Management LLC | 578,852 | $18.3M | 0.05% | +578,852 | New |
| Goldman Sachs Group Inc | 585,805 | $18.6M | 0.00% | +141,858+32.0% | Added |
| Bank of America Corp | 850,278 | $26.9M | 0.00% | −82,405−8.8% | Reduced |
| Clearbridge Investments, LLC | 863,657 | $27.4M | 0.02% | +190.0% | Added |
| Driehaus Capital Management LLC | 912,066 | $28.9M | 0.35% | +912,066 | New |
| BlackRock Inc. | 1,065,942 | $33.8M | 0.00% | +108,900+11.4% | Added |
| Point72 Asset Management, L.P. | 1,173,555 | $37.2M | 0.11% | +1,173,555 | New |
| American Century Companies Inc | 1,408,492 | $44.6M | 0.03% | +231,344+19.7% | Added |
| Marshall Wace, LLP | 2,196,555 | $69.6M | 0.13% | +774,980+54.5% | Added |
| Citadel Advisors LLC | 3,959,386 | $125.4M | 0.13% | +900,013+29.4% | Added |
| T. Rowe Price Investment Management, Inc. | 4,166,582 | $132.0M | 0.09% | +190,090+4.8% | Added |
| Vanguard Group Inc | 4,750,468 | $150.4M | 0.00% | +135,918+2.9% | Added |
| FMR LLC | 7,815,803 | $247.5M | 0.02% | −765,948−8.9% | Reduced |
| TSG Consumer Partners LP | 46,550,828 | $1.47B | 69.70% | −6,935,070−13.0% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −248,640−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −165,000−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −46,226−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −45,724−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −32,800−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −32,785−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −27,513−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −19,250−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,795−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −12,796−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −12,635−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −12,241−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −2,945−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Briaud Financial Planning, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |