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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, Q2 2024

Institutional positions in Dutch Bros Inc. as of Jun 30, 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
336
+71 vs. Q1 2024
Shares held
98.1M
+5.64M (+6.1%) vs. Q1 2024
Total value
$4.06B
+$1.01B (+33.1%) vs. Q1 2024
New holders
106
121 more added
Sold out
35
62 more reduced

4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 336 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 120 institutionsQ4 2021: 150 institutionsQ1 2022: 193 institutionsQ2 2022: 186 institutionsQ3 2022: 191 institutionsQ4 2022: 192 institutionsQ1 2023: 187 institutionsQ2 2023: 187 institutionsQ3 2023: 191 institutionsQ4 2023: 232 institutionsQ1 2024: 269 institutionsQ2 2024: 336 institutionsQ3 2024: 347 institutionsQ4 2024: 400 institutionsQ1 2025: 466 institutionsQ2 2025: 492 institutionsQ3 2025: 450 institutionsQ4 2025: 512 institutionsQ1 2026: 510 institutionsQ2 2026: 559 institutions
Value heldQ2 2024: $4.06B
Q1 2021: $0Q2 2021: $0Q3 2021: $723.7MQ4 2021: $4.20BQ1 2022: $4.42BQ2 2022: $2.37BQ3 2022: $2.31BQ4 2022: $2.10BQ1 2023: $2.35BQ2 2023: $2.06BQ3 2023: $2.07BQ4 2023: $2.89BQ1 2024: $3.05BQ2 2024: $4.06BQ3 2024: $3.33BQ4 2024: $5.30BQ1 2025: $6.28BQ2 2025: $7.23BQ3 2025: $5.98BQ4 2025: $7.27BQ1 2026: $6.68BQ2 2026: $9.36B
Institutions holding BROS and their total value by quarter
QuarterHoldersValue
Q2 2026559$9.36B
Q1 2026510$6.68B
Q4 2025512$7.27B
Q3 2025450$5.98B
Q2 2025492$7.23B
Q1 2025466$6.28B
Q4 2024400$5.30B
Q3 2024347$3.33B
Q2 2024336$4.06B
Q1 2024269$3.05B
Q4 2023232$2.89B
Q3 2023191$2.07B
Q2 2023187$2.06B
Q1 2023187$2.35B
Q4 2022192$2.10B
Q3 2022191$2.31B
Q2 2022186$2.37B
Q1 2022193$4.42B
Q4 2021150$4.20B
Q3 2021120$723.7M
Q2 20210$0
Q1 20210$0

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q1 2024.

Institutions holding BROS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
VitalStone Financial, LLC2$830.00%00.0%Unchanged
Anfield Capital Management, LLC5$2070.00%+5New
WR Wealth Planners, LLC6$2480.00%+6New
Ashton Thomas Private Wealth, LLC7$2900.00%+7New
Sandy Spring Bank10$4140.00%00.0%Unchanged
C M Bidwell & Associates Ltd15$6210.00%00.0%Unchanged
Mather Group, LLC.20$6600.00%+20New
Tower Research Capital LLC (TRC)22$9110.00%−7,989−99.7%Reduced
Benjamin F. Edwards & Company, Inc.20$1.00K0.00%+20New
TD Private Client Wealth LLC25$1.03K0.00%+25New
Toronto Dominion Bank30$1.24K0.00%−6−16.7%Reduced
Stephens Consulting, LLC30$1.24K0.00%00.0%Unchanged
CoreCap Advisors, LLC37$1.53K0.00%00.0%Unchanged
Rakuten Securities, Inc.38$1.57K0.00%+38New
Pacific Center for Financial Services41$1.70K0.00%+18+78.3%Added
Venturi Wealth Management, LLC45$1.86K0.00%00.0%Unchanged
Coston, McIsaac & Partners52$2.00K0.00%+52New
Atlas Capital Advisors LLC49$2.03K0.00%00.0%Unchanged
NBT Bank N A50$2.07K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC73$2.79K0.00%00.0%Unchanged
GWM Advisors LLC70$2.90K0.00%−450−86.5%Reduced
Coppell Advisory Solutions LLC70$2.90K0.00%+70New
First Horizon Advisors, Inc.74$3.06K0.00%+74New
American Capital Advisory, LLC100$3.17K0.00%00.0%Unchanged
GAMMA Investing LLC88$3.64K0.00%+88New
Avion Wealth100$4.00K0.00%00.0%Unchanged
Briaud Financial Planning, Inc100$4.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC100$4.14K0.00%00.0%Unchanged
Caitlin John, LLC100$4.14K0.00%+100New
Financial Network Wealth Advisors LLC100$4.14K0.00%+100New
CGC Financial Services, LLC127$5.26K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC130$5.38K0.00%+130New
Ci Investments Inc.152$6.00K0.00%+38+33.3%Added
Kodai Capital Management LP146$6.04K0.00%−52,902−99.7%Reduced
MCF Advisors LLC171$7.08K0.00%+171New
Brown, Lisle/Cummings, Inc.185$7.66K0.00%00.0%Unchanged
BBJS Financial Advisors, LLC200$8.28K0.00%00.0%Unchanged
Tortoise Investment Management, LLC200$8.28K0.00%+200New
Harbour Investments, Inc.204$8.45K0.00%00.0%Unchanged
Arcadia Investment Advisors LLC204$8.45K0.00%00.0%Unchanged
Huntington National Bank208$8.61K0.00%+1+0.5%Added
Principal Securities, Inc.280$11.6K0.00%+280New
Symmetry Peak Management LLC300$12.4K0.96%+300New
Jamison Private Wealth Management, Inc.333$13.8K0.00%00.0%Unchanged
Valley National Advisers Inc345$14.0K0.00%−262−43.2%Reduced
Continuum Advisory, LLC380$15.7K0.00%00.0%Unchanged
Register Financial Advisors LLC400$16.6K0.01%00.0%Unchanged
ORG Partners LLC400$16.7K0.00%+400New
Proequities, Inc.500$20.7K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC523$21.7K0.01%+145+38.4%Added
Householder Group Estate & Retirement Specialist, LLC602$24.0K0.01%+328+119.7%Added
Hollencrest Capital Management600$24.8K0.00%00.0%Unchanged
Allworth Financial LP667$26.1K0.00%−1,031−60.7%Reduced
Arcadia Investment Management Corp659$27.3K0.00%+659New
Parallel Advisors, LLC667$27.6K0.00%−84−11.2%Reduced
Northwest Capital Management Inc675$27.9K0.01%−22−3.2%Reduced
Gould Capital, LLC686$28.4K0.02%00.0%Unchanged
Wolff Wiese Magana LLC772$32.0K0.03%00.0%Unchanged
Quest Partners LLC787$32.6K0.00%+764+3,321.7%Added
Covestor Ltd804$33.0K0.02%+804New
Gradient Investments LLC805$33.3K0.00%00.0%Unchanged
Advisors Asset Management, Inc.857$35.5K0.00%−16−1.8%Reduced
Stone House Investment Management, LLC873$36.1K0.01%00.0%Unchanged
Parkside Financial Bank & Trust893$37.0K0.01%+893New
Country Trust Bank900$37.3K0.00%00.0%Unchanged
Abound Wealth Management950$39.3K0.01%+950New
Quarry LP1,036$42.9K0.02%+1,036New
Northwestern Mutual Wealth Management Co1,073$44.4K0.00%+1,073New
Cedar Mountain Advisors, LLC1,091$45.2K0.01%00.0%Unchanged
Lindbrook Capital, LLC1,100$45.5K0.00%00.0%Unchanged
Corebridge Financial, Inc.1,144$47.4K0.00%+1,144New
Global Retirement Partners, LLC1,165$48.2K0.00%−482−29.3%Reduced
DekaBank Deutsche Girozentrale1,249$53.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,283$53.1K0.00%00.0%Unchanged
Spire Wealth Management1,415$58.6K0.00%+1,226+648.7%Added
Geneos Wealth Management Inc.1,475$61.1K0.00%−450−23.4%Reduced
CWM, LLC1,558$65.0K0.00%+105+7.2%Added
Redwood Wealth Management Group, LLC1,750$72.5K0.05%+1,750New
Archer Investment Corp1,800$74.5K0.02%−275−13.3%Reduced
Vista Private Wealth Partners. LLC1,850$76.6K0.03%+1,850New
KBC Group NV1,973$82.0K0.00%+1,973New
Lazard Asset Management LLC2,283$93.0K0.00%+1,034+82.8%Added
CIBC Private Wealth Group, LLC2,300$98.5K0.00%−26−1.1%Reduced
Headlands Technologies LLC2,722$112.7K0.01%+2,722New
Jones Financial Companies LLLP3,282$135.9K0.00%+1,299+65.5%Added
MetLife Investment Management3,316$137.3K0.00%+3,316New
IFP Advisors, Inc3,714$153.8K0.01%+291+8.5%Added
RiverPark Advisors, LLC3,982$164.9K0.14%+3,982New
AdvisorShares Investments LLC4,210$176.2K0.03%00.0%Unchanged
GPS Wealth Strategies Group, LLC4,330$179.3K0.03%+1,080+33.2%Added
EntryPoint Capital, LLC4,536$187.8K0.09%+4,536New
Newbridge Financial Services Group, Inc.4,700$194.6K0.07%00.0%Unchanged
Catalyst Funds Management Pty Ltd5,000$207.0K0.06%+5,000New
The PNC Financial Services Group, Inc.5,202$215.4K0.00%+4,436+579.1%Added
Cornerstone Investment Partners, LLC5,352$221.6K0.01%+5,352New
Scientech Research LLC5,377$222.6K0.05%−14,330−72.7%Reduced
Sittner & Nelson, LLC5,395$223.4K0.11%00.0%Unchanged
Baltimore-Washington Financial Advisors, Inc.5,400$223.6K0.01%+5,400New
Amalgamated Bank5,478$227.0K0.00%+5,478New
Clear Creek Financial Management, LLC5,599$231.8K0.03%+5,599New