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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 23,510 | $744.6K | 0.02% | +3,856+19.6% | Added |
| Gsa Capital Partners LLP | 23,471 | $743.0K | 0.06% | +23,471 | New |
| Blueshift Asset Management, LLC | 22,642 | $717.1K | 0.38% | +22,642 | New |
| Rockefeller Capital Management L.P. | 22,376 | $708.6K | 0.00% | +10,842+94.0% | Added |
| Dynamic Technology Lab Private Ltd | 21,974 | $696.0K | 0.07% | +7,446+51.3% | Added |
| Renaissance Capital LLC | 21,770 | $689.5K | 0.34% | +4,605+26.8% | Added |
| Verus Capital Partners, LLC | 21,479 | $680.2K | 0.08% | −1,293−5.7% | Reduced |
| Royal Fund Management, LLC | 21,400 | $677.7K | 0.09% | −3,100−12.7% | Reduced |
| Quantbot Technologies LP | 21,016 | $665.6K | 0.04% | +21,016 | New |
| Engineers Gate Manager LP | 20,951 | $663.5K | 0.02% | +20,951 | New |
| Seven Grand Managers, LLC | 20,000 | $633.4K | 0.60% | −27,886−58.2% | Reduced |
| Versor Investments LP | 19,849 | $628.6K | 0.13% | −824−4.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 19,167 | $607.0K | 0.01% | +19,167 | New |
| Caption Management, LLC | 18,819 | $596.0K | 0.06% | +18,819 | New |
| Orca Investment Management, LLC | 18,569 | $588.1K | 0.56% | +1,725+10.2% | Added |
| Wealth Management Partners, LLC | 18,034 | $571.1K | 0.32% | −5,618−23.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,316 | $548.4K | 0.01% | +1,441+9.1% | Added |
| Group One Trading, L.P. | 17,145 | $543.0K | 0.02% | +17,145 | New |
| Wedbush Securities Inc | 16,875 | $534.0K | 0.02% | +4,169+32.8% | Added |
| Independent Advisor Alliance | 16,677 | $528.2K | 0.02% | +245+1.5% | Added |
| Stifel Financial Corp | 16,499 | $522.5K | 0.00% | +293+1.8% | Added |
| Seven Eight Capital, LP | 15,804 | $500.5K | 0.06% | +15,804 | New |
| Arizona State Retirement System | 15,654 | $495.8K | 0.00% | +3,952+33.8% | Added |
| Independent Financial Group, LLC | 15,427 | $488.6K | 0.03% | −699−4.3% | Reduced |
| Royal Bank of Canada | 15,339 | $486.0K | 0.00% | −793−4.9% | Reduced |
| Pearl River Capital, LLC | 15,293 | $484.3K | 0.08% | +15,293 | New |
| Cannon Global Investment Management, LLC | 15,000 | $475.1K | 3.56% | +15,000 | New |
| Inspire Advisors, LLC | 14,943 | $473.2K | 0.07% | +308+2.1% | Added |
| HighTower Advisors, LLC | 14,647 | $464.0K | 0.00% | −1,435−8.9% | Reduced |
| Price T Rowe Associates Inc | 14,600 | $463.0K | 0.00% | +4,300+41.7% | Added |
| Victory Capital Management Inc | 14,443 | $457.4K | 0.00% | +5,685+64.9% | Added |
| D.A. Davidson & Co. | 14,172 | $448.8K | 0.00% | +1,294+10.0% | Added |
| Cetera Investment Advisers | 14,066 | $445.5K | 0.00% | +1,074+8.3% | Added |
| Janney Montgomery Scott LLC | 13,900 | $440.0K | 0.00% | −2,573−15.6% | Reduced |
| Envestnet Asset Management Inc | 13,190 | $417.7K | 0.00% | +4,512+52.0% | Added |
| Cetera Advisor Networks LLC | 12,397 | $392.6K | 0.00% | −1,913−13.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 12,387 | $392.3K | 0.07% | −2,605−17.4% | Reduced |
| Becker Capital Management Inc | 12,309 | $389.8K | 0.01% | −1,191−8.8% | Reduced |
| Van Hulzen Asset Management, LLC | 11,890 | $377.0K | 0.03% | +1,910+19.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,481 | $363.6K | 0.00% | +2,100+22.4% | Added |
| Harbor Capital Advisors, Inc. | 11,050 | $350.0K | 0.07% | +4,097+58.9% | Added |
| Truist Financial Corp | 10,847 | $343.5K | 0.00% | −741−6.4% | Reduced |
| Moors & Cabot, Inc. | 10,846 | $343.5K | 0.02% | +10,846 | New |
| Thrivent Financial for Lutherans | 10,415 | $330.0K | 0.00% | +57+0.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 10,330 | $327.2K | 0.20% | +10,330 | New |
| Triton Wealth Management, PLLC | 10,307 | $318.1K | 0.21% | +197+1.9% | Added |
| Hexagon Capital Partners LLC | 10,020 | $317.3K | 0.08% | +20.0% | Added |
| Keudell/Morrison Wealth Management | 9,722 | $307.9K | 0.10% | +391+4.2% | Added |
| Hedges Asset Management LLC | 9,300 | $294.5K | 0.23% | +300+3.3% | Added |
| RB Capital Management, LLC | 9,290 | $294.2K | 0.09% | −2,364−20.3% | Reduced |
| Qsemble Capital Management, LP | 8,841 | $280.0K | 0.07% | +8,841 | New |
| WoodTrust Financial Corp | 8,550 | $271.0K | 0.05% | +8,550 | New |
| Entropy Technologies, LP | 8,533 | $270.2K | 0.05% | +8,533 | New |
| Handelsbanken Fonder AB | 8,100 | $257.0K | 0.00% | +8,100 | New |
| Freestone Capital Holdings, LLC | 7,729 | $244.8K | 0.01% | +7,729 | New |
| Manufacturers Life Insurance Company, The | 7,657 | $242.5K | 0.00% | +7,657 | New |
| Two Sigma Securities, LLC | 7,524 | $238.3K | 0.01% | +7,524 | New |
| Empirical Capital Management, LLC | 7,500 | $238.0K | 0.22% | +7,500 | New |
| Chicago Partners Investment Group LLC | 8,405 | $231.1K | 0.01% | +8,405 | New |
| Creative Planning | 7,258 | $229.9K | 0.00% | −5,500−43.1% | Reduced |
| Centiva Capital, LP | 7,216 | $228.5K | 0.01% | +7,216 | New |
| Lombard Odier Asset Management (USA) Corp | 7,118 | $225.4K | 0.03% | +7,118 | New |
| Clearview Wealth Advisors LLC | 6,995 | $221.5K | 0.26% | +6,995 | New |
| Private Advisor Group, LLC | 6,949 | $220.1K | 0.00% | +6,949 | New |
| Farther Finance Advisors, LLC | 6,341 | $200.8K | 0.01% | 00.0% | Unchanged |
| Bullseye Asset Management LLC | 6,000 | $190.0K | 0.09% | +1,000+20.0% | Added |
| Sittner & Nelson, LLC | 5,795 | $183.5K | 0.10% | +100+1.8% | Added |
| AdvisorShares Investments LLC | 4,600 | $145.7K | 0.03% | +4,600 | New |
| IFP Advisors, Inc | 3,127 | $99.0K | 0.00% | +1,004+47.3% | Added |
| Tradewinds Capital Management, LLC | 2,569 | $81.4K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,552 | $80.8K | 0.00% | +2,217+661.8% | Added |
| GPS Wealth Strategies Group, LLC | 2,490 | $78.9K | 0.01% | +590+31.1% | Added |
| CWM, LLC | 2,197 | $70.0K | 0.00% | +371+20.3% | Added |
| Deutsche Bank AG | 2,095 | $66.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2,075 | $65.7K | 0.02% | −200−8.8% | Reduced |
| Geneos Wealth Management Inc. | 1,975 | $62.5K | 0.00% | −1,090−35.6% | Reduced |
| Allworth Financial LP | 1,598 | $50.6K | 0.00% | +471+41.8% | Added |
| US Bancorp | 1,463 | $46.3K | 0.00% | −130−8.2% | Reduced |
| Global Retirement Partners, LLC | 1,647 | $45.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,414 | $44.8K | 0.00% | −400−22.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,283 | $40.6K | 0.00% | +1,208+1,610.7% | Added |
| DekaBank Deutsche Girozentrale | 1,249 | $40.0K | 0.00% | +1,249 | New |
| Rhumbline Advisers | 1,255 | $39.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,249 | $39.0K | 0.00% | +1,099+732.7% | Added |
| Gradient Investments LLC | 1,148 | $36.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,100 | $34.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,095 | $34.7K | 0.00% | +1,095 | New |
| Cedar Mountain Advisors, LLC | 1,091 | $34.6K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 900 | $28.5K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 882 | $27.9K | 0.00% | +78+9.7% | Added |
| Stone House Investment Management, LLC | 827 | $26.2K | 0.01% | +225+37.4% | Added |
| Wolff Wiese Magana LLC | 772 | $24.4K | 0.02% | +288+59.5% | Added |
| Northwest Capital Management Inc | 697 | $22.1K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 686 | $21.7K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 660 | $20.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 574 | $18.2K | 0.00% | −13−2.2% | Reduced |
| Valley National Advisers Inc | 565 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 550 | $17.0K | 0.00% | +550 | New |
| Spire Wealth Management | 589 | $16.6K | 0.00% | +75+14.6% | Added |