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 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 10,022 | $330.7K | 0.10% | +300+3.1% | Added |
| WoodTrust Financial Corp | 10,100 | $333.0K | 0.05% | +1,550+18.1% | Added |
| Thrivent Financial for Lutherans | 10,415 | $344.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 10,602 | $349.9K | 0.00% | +10,602 | New |
| Sciencast Management LP | 10,673 | $352.2K | 0.21% | +10,673 | New |
| Becker Capital Management Inc | 11,102 | $366.4K | 0.01% | −1,207−9.8% | Reduced |
| One Day In July LLC | 11,500 | $379.5K | 0.05% | +11,500 | New |
| Principal Financial Group Inc | 11,958 | $394.6K | 0.00% | +11,958 | New |
| Cherry Creek Investment Advisors, Inc. | 11,962 | $394.7K | 0.21% | +1,632+15.8% | Added |
| Van Hulzen Asset Management, LLC | 12,190 | $402.0K | 0.03% | +300+2.5% | Added |
| CTC Alternative Strategies, Ltd. | 12,300 | $405.9K | 0.25% | +12,300 | New |
| Fifth Third Bancorp | 12,624 | $416.6K | 0.00% | +12,583+30,690.2% | Added |
| Bank of New York Mellon Corp | 12,954 | $427.5K | 0.00% | −16,414−55.9% | Reduced |
| Quadrature Capital Ltd | 13,779 | $454.7K | 0.01% | +13,779 | New |
| Price T Rowe Associates Inc | 14,600 | $482.0K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 14,740 | $486.4K | 0.04% | +14,740 | New |
| Mirae Asset Global Investments Co., Ltd. | 17,413 | $524.8K | 0.00% | −8,020−31.5% | Reduced |
| Inspire Advisors, LLC | 16,010 | $528.3K | 0.07% | +1,067+7.1% | Added |
| Independent Advisor Alliance | 16,702 | $551.2K | 0.02% | +25+0.1% | Added |
| Arizona State Retirement System | 17,418 | $574.8K | 0.00% | +1,764+11.3% | Added |
| Fox Run Management, L.L.C. | 17,623 | $581.6K | 0.13% | +17,623 | New |
| Victory Capital Management Inc | 17,695 | $583.9K | 0.00% | +3,252+22.5% | Added |
| Orca Investment Management, LLC | 17,918 | $591.3K | 0.55% | −651−3.5% | Reduced |
| CI Private Wealth, LLC | 18,528 | $611.4K | 0.00% | +18,528 | New |
| HighTower Advisors, LLC | 18,536 | $612.0K | 0.00% | +3,889+26.6% | Added |
| Wealth Management Partners, LLC | 18,790 | $620.1K | 0.31% | +756+4.2% | Added |
| Verus Capital Partners, LLC | 19,370 | $639.2K | 0.07% | −2,109−9.8% | Reduced |
| Wedbush Securities Inc | 19,436 | $641.0K | 0.02% | +2,561+15.2% | Added |
| Scientech Research LLC | 19,707 | $650.3K | 0.34% | +19,707 | New |
| D.A. Davidson & Co. | 20,101 | $663.3K | 0.01% | +5,929+41.8% | Added |
| Independent Financial Group, LLC | 20,541 | $677.9K | 0.03% | +5,114+33.1% | Added |
| Royal Fund Management, LLC | 21,000 | $693.0K | 0.08% | −400−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,373 | $705.3K | 0.01% | +4,057+23.4% | Added |
| Versor Investments LP | 21,715 | $716.6K | 0.14% | +1,866+9.4% | Added |
| GTS Securities LLC | 21,735 | $717.3K | 0.02% | −30,658−58.5% | Reduced |
| Natixis Advisors, L.P. | 22,169 | $732.0K | 0.00% | +22,169 | New |
| Sandia Investment Management LP | 22,500 | $742.5K | 0.73% | +22,500 | New |
| Diametric Capital, LP | 23,214 | $766.1K | 0.43% | +23,214 | New |
| Neuberger Berman Group LLC | 23,574 | $777.9K | 0.00% | −4,185−15.1% | Reduced |
| Kestra Private Wealth Services, LLC | 24,416 | $805.7K | 0.02% | +906+3.9% | Added |
| Bayesian Capital Management, LP | 24,600 | $811.8K | 0.08% | +24,600 | New |
| Pearl River Capital, LLC | 24,770 | $817.4K | 0.13% | +9,477+62.0% | Added |
| Cannon Global Investment Management, LLC | 24,800 | $818.4K | 2.20% | +9,800+65.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,114 | $829.0K | 0.00% | −2,281−8.3% | Reduced |
| We Are One Seven, LLC | 25,712 | $848.5K | 0.04% | +25,712 | New |
| Group One Trading, L.P. | 26,341 | $869.3K | 0.03% | +9,196+53.6% | Added |
| Janney Montgomery Scott LLC | 27,295 | $901.0K | 0.00% | +13,395+96.4% | Added |
| Financial Advocates Investment Management | 28,643 | $945.2K | 0.06% | −810−2.8% | Reduced |
| Janus Henderson Group PLC | 28,864 | $952.1K | 0.00% | +92+0.3% | Added |
| Two Sigma Securities, LLC | 29,873 | $985.8K | 0.05% | +22,349+297.0% | Added |
| Canada Pension Plan Investment Board | 30,400 | $1.00M | 0.00% | +30,400 | New |
| Renaissance Capital LLC | 31,026 | $1.02M | 0.53% | +9,256+42.5% | Added |
| Truist Financial Corp | 31,206 | $1.03M | 0.00% | +20,359+187.7% | Added |
| Comerica Bank | 31,662 | $1.04M | 0.00% | −472−1.5% | Reduced |
| TCG Advisory Services, LLC | 32,700 | $1.08M | 0.06% | +3,750+13.0% | Added |
| Rockefeller Capital Management L.P. | 33,829 | $1.12M | 0.00% | +11,453+51.2% | Added |
| Harbor Capital Advisors, Inc. | 34,136 | $1.13M | 0.15% | +23,086+208.9% | Added |
| Simplex Trading, LLC | 34,188 | $1.13M | 0.03% | +34,188 | New |
| Jump Financial, LLC | 34,393 | $1.13M | 0.03% | −94,107−73.2% | Reduced |
| Wells Fargo & Company | 34,536 | $1.14M | 0.00% | −63,032−64.6% | Reduced |
| Engineers Gate Manager LP | 35,861 | $1.18M | 0.03% | +14,910+71.2% | Added |
| IMS Capital Management | 38,509 | $1.27M | 0.59% | +60.0% | Added |
| Arrowroot Family Office, LLC | 41,636 | $1.37M | 0.88% | +160.0% | Added |
| Dimensional Fund Advisors LP | 43,200 | $1.43M | 0.00% | +8,158+23.3% | Added |
| Private Wealth Advisors | 44,080 | $1.45M | 0.61% | −3,195−6.8% | Reduced |
| Wesbanco Bank Inc | 44,285 | $1.46M | 0.06% | +44,285 | New |
| Y-Intercept (Hong Kong) Ltd | 45,129 | $1.49M | 0.11% | +16,994+60.4% | Added |
| Raymond James & Associates | 47,338 | $1.56M | 0.00% | +4,664+10.9% | Added |
| Monashee Investment Management LLC | 50,000 | $1.65M | 0.20% | +50,000 | New |
| Envestnet Asset Management Inc | 50,972 | $1.68M | 0.00% | +37,782+286.4% | Added |
| ExodusPoint Capital Management, LP | 52,114 | $1.72M | 0.02% | +9,380+21.9% | Added |
| Kodai Capital Management LP | 53,048 | $1.75M | 0.04% | +53,048 | New |
| Gsa Capital Partners LLP | 53,651 | $1.77M | 0.14% | +30,180+128.6% | Added |
| EFG Asset Management (North America) Corp. | 53,780 | $1.77M | 0.31% | +20,918+63.7% | Added |
| UBS Asset Management Americas Inc | 58,683 | $1.94M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 61,113 | $2.02M | 0.00% | +61,113 | New |
| Public Employees Retirement System of Ohio | 62,797 | $2.07M | 0.01% | +62,797 | New |
| SEI Investments Co | 65,607 | $2.17M | 0.00% | +31,838+94.3% | Added |
| Credit Suisse AG | 65,632 | $2.17M | 0.00% | +11,234+20.7% | Added |
| California State Teachers Retirement System | 67,175 | $2.22M | 0.00% | +17,290+34.7% | Added |
| Stifel Financial Corp | 67,412 | $2.22M | 0.00% | +50,913+308.6% | Added |
| Royal Bank of Canada | 69,655 | $2.30M | 0.00% | +54,316+354.1% | Added |
| Legal & General Group Plc | 70,715 | $2.33M | 0.00% | +19,476+38.0% | Added |
| TD Asset Management Inc | 71,406 | $2.36M | 0.00% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 73,957 | $2.44M | 0.28% | −3,125−4.1% | Reduced |
| Shellback Capital, LP | 81,178 | $2.68M | 0.18% | +81,178 | New |
| PDT Partners, LLC | 85,577 | $2.82M | 0.27% | +85,577 | New |
| Cetera Investment Advisers | 89,619 | $2.96M | 0.01% | +75,553+537.1% | Added |
| New York State Common Retirement Fund | 89,803 | $2.96M | 0.00% | +89,803 | New |
| Capstone Investment Advisors, LLC | 95,384 | $3.15M | 0.06% | +67,160+238.0% | Added |
| Man Group plc | 95,676 | $3.16M | 0.01% | +70,902+286.2% | Added |
| Ovata Capital Management Ltd | 100,000 | $3.30M | 1.72% | +100,000 | New |
| Citigroup Inc | 102,728 | $3.39M | 0.00% | −264,111−72.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 103,605 | $3.42M | 0.01% | +33,183+47.1% | Added |
| Taylor Frigon Capital Management LLC | 113,255 | $3.74M | 1.78% | −755−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 113,801 | $3.75M | 0.01% | +1,929+1.7% | Added |
| Pier Capital, LLC | 115,013 | $3.80M | 0.52% | +115,013 | New |
| Boulder Hill Capital Management LP | 116,400 | $3.84M | 1.58% | +38,000+48.5% | Added |
| Advisor Group Holdings, Inc. | 122,905 | $4.06M | 0.01% | +44,753+57.3% | Added |
| State of Wisconsin Investment Board | 124,146 | $4.10M | 0.01% | −13,549−9.8% | Reduced |