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, Q1 2024
Institutional positions in Dutch Bros Inc. as of Mar 31, 2024. 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
- 269
- +39 vs. Q4 2023
- Shares held
- 92.6M
- +1.40M (+1.5%) vs. Q4 2023
- Total value
- $3.05B
- +$167.4M (+5.8%) vs. Q4 2023
- New holders
- 75
- 102 more added
- Sold out
- 36
- 54 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| VitalStone Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,624 | $54 | 0.00% | +1,624 | New |
| Sandy Spring Bank | 10 | $330 | 0.00% | −100−90.9% | Reduced |
| C M Bidwell & Associates Ltd | 15 | $495 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 17 | $561 | 0.00% | −23−57.5% | Reduced |
| Pacific Center for Financial Services | 23 | $759 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 23 | $759 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 23 | $759 | 0.00% | +23 | New |
| Stephens Consulting, LLC | 30 | $990 | 0.00% | +30 | New |
| Toronto Dominion Bank | 36 | $1.19K | 0.00% | +36 | New |
| CoreCap Advisors, LLC | 37 | $1.22K | 0.00% | +37 | New |
| Venturi Wealth Management, LLC | 45 | $1.49K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 49 | $1.62K | 0.00% | +49 | New |
| NBT Bank N A | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 73 | $2.06K | 0.00% | −39−34.8% | Reduced |
| Custom Portfolio Group LLC | 83 | $2.74K | 0.00% | +83 | New |
| American Capital Advisory, LLC | 100 | $3.16K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $3.30K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 100 | $3.30K | 0.00% | +100 | New |
| Northwest Investment Counselors, LLC | 100 | $3.30K | 0.00% | +100 | New |
| nVerses Capital, LLC | 100 | $3.30K | 0.01% | +100 | New |
| Clearstead Advisors, LLC | 100 | $3.52K | 0.00% | +100 | New |
| Avion Wealth | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 114 | $4.00K | 0.00% | +52+83.9% | Added |
| Briaud Financial Planning, Inc | 100 | $4.00K | 0.00% | +100 | New |
| CGC Financial Services, LLC | 127 | $4.19K | 0.00% | −67−34.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 185 | $6.11K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 189 | $6.24K | 0.00% | −400−67.9% | Reduced |
| BBJS Financial Advisors, LLC | 200 | $6.60K | 0.00% | +150+300.0% | Added |
| Rosenberg Matthew Hamilton | 202 | $6.65K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 204 | $6.73K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 204 | $6.73K | 0.00% | +84+70.0% | Added |
| Huntington National Bank | 207 | $6.83K | 0.00% | +207 | New |
| Householder Group Estate & Retirement Specialist, LLC | 274 | $9.04K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 333 | $11.0K | 0.00% | −12,054−97.3% | Reduced |
| Cutler Group LP | 334 | $11.0K | 0.01% | +334 | New |
| Continuum Advisory, LLC | 380 | $12.5K | 0.00% | +380 | New |
| VisionPoint Advisory Group, LLC | 378 | $12.5K | 0.00% | +159+72.6% | Added |
| Johnson Financial Group, Inc. | 400 | $13.2K | 0.00% | +400 | New |
| Register Financial Advisors LLC | 400 | $13.2K | 0.01% | +400 | New |
| Proequities, Inc. | 500 | $16.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 520 | $17.2K | 0.00% | −140−21.2% | Reduced |
| Hollencrest Capital Management | 600 | $19.8K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 607 | $20.0K | 0.00% | +42+7.4% | Added |
| Point72 (DIFC) Ltd | 659 | $21.7K | 0.00% | +659 | New |
| Gould Capital, LLC | 686 | $22.6K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 697 | $23.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 751 | $24.8K | 0.00% | −663−46.9% | Reduced |
| The PNC Financial Services Group, Inc. | 766 | $25.3K | 0.00% | +192+33.4% | Added |
| Wolff Wiese Magana LLC | 772 | $25.5K | 0.02% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 800 | $26.4K | 0.02% | +800 | New |
| Gradient Investments LLC | 805 | $26.6K | 0.00% | −343−29.9% | Reduced |
| Advisors Asset Management, Inc. | 873 | $28.8K | 0.00% | −9−1.0% | Reduced |
| Stone House Investment Management, LLC | 873 | $28.8K | 0.01% | +46+5.6% | Added |
| Country Trust Bank | 900 | $29.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,091 | $36.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,100 | $36.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,249 | $41.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,255 | $41.4K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,249 | $42.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,283 | $42.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,453 | $48.0K | 0.00% | −744−33.9% | Reduced |
| State of Wyoming | 1,478 | $48.8K | 0.01% | +1,478 | New |
| Global Retirement Partners, LLC | 1,647 | $54.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,698 | $56.0K | 0.00% | +100+6.3% | Added |
| Geneos Wealth Management Inc. | 1,925 | $63.5K | 0.00% | −50−2.5% | Reduced |
| Jones Financial Companies LLLP | 1,983 | $65.4K | 0.00% | +1,983 | New |
| Archer Investment Corp | 2,075 | $68.5K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 2,095 | $69.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,326 | $76.6K | 0.00% | +2,326 | New |
| GPS Wealth Strategies Group, LLC | 3,250 | $107.3K | 0.02% | +760+30.5% | Added |
| IFP Advisors, Inc | 3,423 | $113.0K | 0.00% | +296+9.5% | Added |
| AdvisorShares Investments LLC | 4,210 | $138.9K | 0.02% | −390−8.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,700 | $155.1K | 0.07% | +4,700 | New |
| Sittner & Nelson, LLC | 5,395 | $178.0K | 0.09% | −400−6.9% | Reduced |
| Bullseye Asset Management LLC | 6,000 | $198.0K | 0.09% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,060 | $200.0K | 0.00% | +6,060 | New |
| Farther Finance Advisors, LLC | 6,341 | $208.9K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 6,337 | $209.1K | 0.00% | +6,337 | New |
| Watts Gwilliam & Co., LLC | 6,134 | $221.3K | 0.07% | +6,134 | New |
| Clearview Wealth Advisors LLC | 6,761 | $223.1K | 0.23% | −234−3.3% | Reduced |
| Chicago Partners Investment Group LLC | 8,205 | $236.4K | 0.01% | −200−2.4% | Reduced |
| Omers Administration Corp | 7,200 | $237.6K | 0.00% | +7,200 | New |
| Creative Planning | 7,268 | $239.8K | 0.00% | +10+0.1% | Added |
| US Bancorp | 7,340 | $242.2K | 0.00% | +5,877+401.7% | Added |
| Triton Wealth Management, PLLC | 8,607 | $243.6K | 0.17% | −1,700−16.5% | Reduced |
| Sigma Planning Corp | 7,497 | $247.4K | 0.01% | +7,497 | New |
| Private Advisor Group, LLC | 7,580 | $250.1K | 0.00% | +631+9.1% | Added |
| Boothbay Fund Management, LLC | 7,965 | $262.8K | 0.01% | +7,965 | New |
| Tower Research Capital LLC (TRC) | 8,011 | $264.4K | 0.01% | +5,459+213.9% | Added |
| Handelsbanken Fonder AB | 8,100 | $267.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 8,194 | $270.4K | 0.02% | +8,194 | New |
| Jaffetilchin Investment Partners, LLC | 8,692 | $286.8K | 0.03% | +8,692 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,699 | $287.1K | 0.00% | −2,782−24.2% | Reduced |
| Hedges Asset Management LLC | 8,900 | $293.7K | 0.21% | −400−4.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 8,999 | $297.0K | 0.08% | +8,999 | New |
| U.S. Capital Wealth Advisors, LLC | 9,300 | $306.9K | 0.01% | +9,300 | New |
| Manufacturers Life Insurance Company, The | 9,413 | $310.6K | 0.00% | +1,756+22.9% | Added |
| Virtu Financial LLC | 9,660 | $319.0K | 0.02% | +9,660 | New |
| Hexagon Capital Partners LLC | 10,020 | $330.7K | 0.07% | 00.0% | Unchanged |