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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 2,095 | $69.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2,075 | $68.5K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,983 | $65.4K | 0.00% | +1,983 | New |
| Geneos Wealth Management Inc. | 1,925 | $63.5K | 0.00% | −50−2.5% | Reduced |
| Allworth Financial LP | 1,698 | $56.0K | 0.00% | +100+6.3% | Added |
| Global Retirement Partners, LLC | 1,647 | $54.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,478 | $48.8K | 0.01% | +1,478 | New |
| CWM, LLC | 1,453 | $48.0K | 0.00% | −744−33.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,283 | $42.3K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,249 | $42.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,255 | $41.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,249 | $41.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,100 | $36.3K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,091 | $36.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 900 | $29.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Gradient Investments LLC | 805 | $26.6K | 0.00% | −343−29.9% | Reduced |
| Transcendent Capital Group LLC | 800 | $26.4K | 0.02% | +800 | New |
| Wolff Wiese Magana LLC | 772 | $25.5K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 766 | $25.3K | 0.00% | +192+33.4% | Added |
| Parallel Advisors, LLC | 751 | $24.8K | 0.00% | −663−46.9% | Reduced |
| Northwest Capital Management Inc | 697 | $23.0K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 686 | $22.6K | 0.02% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 659 | $21.7K | 0.00% | +659 | New |
| Valley National Advisers Inc | 607 | $20.0K | 0.00% | +42+7.4% | Added |
| Hollencrest Capital Management | 600 | $19.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 520 | $17.2K | 0.00% | −140−21.2% | Reduced |
| Proequities, Inc. | 500 | $16.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 400 | $13.2K | 0.00% | +400 | New |
| Register Financial Advisors LLC | 400 | $13.2K | 0.01% | +400 | New |
| VisionPoint Advisory Group, LLC | 378 | $12.5K | 0.00% | +159+72.6% | Added |
| Continuum Advisory, LLC | 380 | $12.5K | 0.00% | +380 | New |
| Cutler Group LP | 334 | $11.0K | 0.01% | +334 | New |
| Jamison Private Wealth Management, Inc. | 333 | $11.0K | 0.00% | −12,054−97.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 274 | $9.04K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 207 | $6.83K | 0.00% | +207 | New |
| Arcadia Investment Advisors LLC | 204 | $6.73K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 204 | $6.73K | 0.00% | +84+70.0% | Added |
| Rosenberg Matthew Hamilton | 202 | $6.65K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 200 | $6.60K | 0.00% | +150+300.0% | Added |
| Spire Wealth Management | 189 | $6.24K | 0.00% | −400−67.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 185 | $6.11K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 127 | $4.19K | 0.00% | −67−34.5% | Reduced |
| 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 |
| Clearstead Advisors, LLC | 100 | $3.52K | 0.00% | +100 | New |
| 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 |
| American Capital Advisory, LLC | 100 | $3.16K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 83 | $2.74K | 0.00% | +83 | New |
| EverSource Wealth Advisors, LLC | 73 | $2.06K | 0.00% | −39−34.8% | Reduced |
| NBT Bank N A | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 49 | $1.62K | 0.00% | +49 | New |
| Venturi Wealth Management, LLC | 45 | $1.49K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 37 | $1.22K | 0.00% | +37 | New |
| Toronto Dominion Bank | 36 | $1.19K | 0.00% | +36 | New |
| Stephens Consulting, LLC | 30 | $990 | 0.00% | +30 | New |
| 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 |
| Retirement Group, LLC | 17 | $561 | 0.00% | −23−57.5% | Reduced |
| C M Bidwell & Associates Ltd | 15 | $495 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 10 | $330 | 0.00% | −100−90.9% | Reduced |
| Macquarie Group Ltd | 1,624 | $54 | 0.00% | +1,624 | New |
| VitalStone Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −444,474−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −290,877−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −147,100−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −121,508−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −112,156−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −94,700−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −58,445−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −37,539−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −32,866−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −22,642−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −21,974−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,016−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −19,167−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −18,819−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −15,804−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −12,397−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −10,846−100.0% | Sold out |
| RB Capital Management, LLC | 0 | $0 | 0.00% | −9,290−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −8,841−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −8,533−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −7,729−100.0% | Sold out |
| Empirical Capital Management, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,216−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −7,118−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −2,569−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| First Beijing Investment Ltd | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |