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 |
|---|---|---|---|---|---|
| Monashee Investment Management LLC | 50,000 | $1.65M | 0.20% | +50,000 | New |
| Raymond James & Associates | 47,338 | $1.56M | 0.00% | +4,664+10.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 45,129 | $1.49M | 0.11% | +16,994+60.4% | Added |
| Wesbanco Bank Inc | 44,285 | $1.46M | 0.06% | +44,285 | New |
| Private Wealth Advisors | 44,080 | $1.45M | 0.61% | −3,195−6.8% | Reduced |
| Dimensional Fund Advisors LP | 43,200 | $1.43M | 0.00% | +8,158+23.3% | Added |
| Arrowroot Family Office, LLC | 41,636 | $1.37M | 0.88% | +160.0% | Added |
| IMS Capital Management | 38,509 | $1.27M | 0.59% | +60.0% | Added |
| Engineers Gate Manager LP | 35,861 | $1.18M | 0.03% | +14,910+71.2% | Added |
| Wells Fargo & Company | 34,536 | $1.14M | 0.00% | −63,032−64.6% | Reduced |
| Jump Financial, LLC | 34,393 | $1.13M | 0.03% | −94,107−73.2% | Reduced |
| Simplex Trading, LLC | 34,188 | $1.13M | 0.03% | +34,188 | New |
| Harbor Capital Advisors, Inc. | 34,136 | $1.13M | 0.15% | +23,086+208.9% | Added |
| Rockefeller Capital Management L.P. | 33,829 | $1.12M | 0.00% | +11,453+51.2% | Added |
| TCG Advisory Services, LLC | 32,700 | $1.08M | 0.06% | +3,750+13.0% | Added |
| Comerica Bank | 31,662 | $1.04M | 0.00% | −472−1.5% | Reduced |
| Truist Financial Corp | 31,206 | $1.03M | 0.00% | +20,359+187.7% | Added |
| Renaissance Capital LLC | 31,026 | $1.02M | 0.53% | +9,256+42.5% | Added |
| Canada Pension Plan Investment Board | 30,400 | $1.00M | 0.00% | +30,400 | New |
| Two Sigma Securities, LLC | 29,873 | $985.8K | 0.05% | +22,349+297.0% | Added |
| Janus Henderson Group PLC | 28,864 | $952.1K | 0.00% | +92+0.3% | Added |
| Financial Advocates Investment Management | 28,643 | $945.2K | 0.06% | −810−2.8% | Reduced |
| Janney Montgomery Scott LLC | 27,295 | $901.0K | 0.00% | +13,395+96.4% | Added |
| Group One Trading, L.P. | 26,341 | $869.3K | 0.03% | +9,196+53.6% | Added |
| We Are One Seven, LLC | 25,712 | $848.5K | 0.04% | +25,712 | New |
| Cambridge Investment Research Advisors, Inc. | 25,114 | $829.0K | 0.00% | −2,281−8.3% | Reduced |
| Cannon Global Investment Management, LLC | 24,800 | $818.4K | 2.20% | +9,800+65.3% | Added |
| Pearl River Capital, LLC | 24,770 | $817.4K | 0.13% | +9,477+62.0% | Added |
| Bayesian Capital Management, LP | 24,600 | $811.8K | 0.08% | +24,600 | New |
| Kestra Private Wealth Services, LLC | 24,416 | $805.7K | 0.02% | +906+3.9% | Added |
| Neuberger Berman Group LLC | 23,574 | $777.9K | 0.00% | −4,185−15.1% | Reduced |
| Diametric Capital, LP | 23,214 | $766.1K | 0.43% | +23,214 | New |
| Sandia Investment Management LP | 22,500 | $742.5K | 0.73% | +22,500 | New |
| Natixis Advisors, L.P. | 22,169 | $732.0K | 0.00% | +22,169 | New |
| GTS Securities LLC | 21,735 | $717.3K | 0.02% | −30,658−58.5% | Reduced |
| Versor Investments LP | 21,715 | $716.6K | 0.14% | +1,866+9.4% | Added |
| Steward Partners Investment Advisory, LLC | 21,373 | $705.3K | 0.01% | +4,057+23.4% | Added |
| Royal Fund Management, LLC | 21,000 | $693.0K | 0.08% | −400−1.9% | Reduced |
| Independent Financial Group, LLC | 20,541 | $677.9K | 0.03% | +5,114+33.1% | Added |
| D.A. Davidson & Co. | 20,101 | $663.3K | 0.01% | +5,929+41.8% | Added |
| Scientech Research LLC | 19,707 | $650.3K | 0.34% | +19,707 | New |
| Wedbush Securities Inc | 19,436 | $641.0K | 0.02% | +2,561+15.2% | Added |
| Verus Capital Partners, LLC | 19,370 | $639.2K | 0.07% | −2,109−9.8% | Reduced |
| Wealth Management Partners, LLC | 18,790 | $620.1K | 0.31% | +756+4.2% | Added |
| HighTower Advisors, LLC | 18,536 | $612.0K | 0.00% | +3,889+26.6% | Added |
| CI Private Wealth, LLC | 18,528 | $611.4K | 0.00% | +18,528 | New |
| Orca Investment Management, LLC | 17,918 | $591.3K | 0.55% | −651−3.5% | Reduced |
| Victory Capital Management Inc | 17,695 | $583.9K | 0.00% | +3,252+22.5% | Added |
| Fox Run Management, L.L.C. | 17,623 | $581.6K | 0.13% | +17,623 | New |
| Arizona State Retirement System | 17,418 | $574.8K | 0.00% | +1,764+11.3% | Added |
| Independent Advisor Alliance | 16,702 | $551.2K | 0.02% | +25+0.1% | Added |
| Inspire Advisors, LLC | 16,010 | $528.3K | 0.07% | +1,067+7.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,413 | $524.8K | 0.00% | −8,020−31.5% | Reduced |
| Mirabella Financial Services LLP | 14,740 | $486.4K | 0.04% | +14,740 | New |
| Price T Rowe Associates Inc | 14,600 | $482.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 13,779 | $454.7K | 0.01% | +13,779 | New |
| Bank of New York Mellon Corp | 12,954 | $427.5K | 0.00% | −16,414−55.9% | Reduced |
| Fifth Third Bancorp | 12,624 | $416.6K | 0.00% | +12,583+30,690.2% | Added |
| CTC Alternative Strategies, Ltd. | 12,300 | $405.9K | 0.25% | +12,300 | New |
| Van Hulzen Asset Management, LLC | 12,190 | $402.0K | 0.03% | +300+2.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 11,962 | $394.7K | 0.21% | +1,632+15.8% | Added |
| Principal Financial Group Inc | 11,958 | $394.6K | 0.00% | +11,958 | New |
| One Day In July LLC | 11,500 | $379.5K | 0.05% | +11,500 | New |
| Becker Capital Management Inc | 11,102 | $366.4K | 0.01% | −1,207−9.8% | Reduced |
| Sciencast Management LP | 10,673 | $352.2K | 0.21% | +10,673 | New |
| Alliancebernstein L.P. | 10,602 | $349.9K | 0.00% | +10,602 | New |
| Thrivent Financial for Lutherans | 10,415 | $344.0K | 0.00% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 10,100 | $333.0K | 0.05% | +1,550+18.1% | Added |
| Keudell/Morrison Wealth Management | 10,022 | $330.7K | 0.10% | +300+3.1% | Added |
| Hexagon Capital Partners LLC | 10,020 | $330.7K | 0.07% | 00.0% | Unchanged |
| Virtu Financial LLC | 9,660 | $319.0K | 0.02% | +9,660 | New |
| Manufacturers Life Insurance Company, The | 9,413 | $310.6K | 0.00% | +1,756+22.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,300 | $306.9K | 0.01% | +9,300 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 8,999 | $297.0K | 0.08% | +8,999 | New |
| Hedges Asset Management LLC | 8,900 | $293.7K | 0.21% | −400−4.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,699 | $287.1K | 0.00% | −2,782−24.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,692 | $286.8K | 0.03% | +8,692 | New |
| Prelude Capital Management, LLC | 8,194 | $270.4K | 0.02% | +8,194 | New |
| Handelsbanken Fonder AB | 8,100 | $267.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,011 | $264.4K | 0.01% | +5,459+213.9% | Added |
| Boothbay Fund Management, LLC | 7,965 | $262.8K | 0.01% | +7,965 | New |
| Private Advisor Group, LLC | 7,580 | $250.1K | 0.00% | +631+9.1% | Added |
| Sigma Planning Corp | 7,497 | $247.4K | 0.01% | +7,497 | New |
| Triton Wealth Management, PLLC | 8,607 | $243.6K | 0.17% | −1,700−16.5% | Reduced |
| US Bancorp | 7,340 | $242.2K | 0.00% | +5,877+401.7% | Added |
| Creative Planning | 7,268 | $239.8K | 0.00% | +10+0.1% | Added |
| Omers Administration Corp | 7,200 | $237.6K | 0.00% | +7,200 | New |
| Chicago Partners Investment Group LLC | 8,205 | $236.4K | 0.01% | −200−2.4% | Reduced |
| Clearview Wealth Advisors LLC | 6,761 | $223.1K | 0.23% | −234−3.3% | Reduced |
| Watts Gwilliam & Co., LLC | 6,134 | $221.3K | 0.07% | +6,134 | New |
| Mariner, LLC | 6,337 | $209.1K | 0.00% | +6,337 | New |
| Farther Finance Advisors, LLC | 6,341 | $208.9K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,060 | $200.0K | 0.00% | +6,060 | New |
| Bullseye Asset Management LLC | 6,000 | $198.0K | 0.09% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5,395 | $178.0K | 0.09% | −400−6.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,700 | $155.1K | 0.07% | +4,700 | New |
| AdvisorShares Investments LLC | 4,210 | $138.9K | 0.02% | −390−8.5% | Reduced |
| IFP Advisors, Inc | 3,423 | $113.0K | 0.00% | +296+9.5% | Added |
| GPS Wealth Strategies Group, LLC | 3,250 | $107.3K | 0.02% | +760+30.5% | Added |
| CIBC Private Wealth Group, LLC | 2,326 | $76.6K | 0.00% | +2,326 | New |