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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 5,737 | $237.5K | 0.02% | +5,737 | New |
| Argent Trust Co | 5,743 | $237.8K | 0.01% | +5,743 | New |
| Avondale Wealth Management | 5,750 | $238.1K | 0.16% | +5,750 | New |
| Bullseye Asset Management LLC | 6,000 | $248.0K | 0.12% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 6,220 | $257.5K | 0.02% | +6,220 | New |
| Public Employees Retirement Association of Colorado | 6,230 | $258.0K | 0.00% | +6,230 | New |
| Level Four Advisory Services, LLC | 6,314 | $261.4K | 0.01% | +6,314 | New |
| Farther Finance Advisors, LLC | 6,300 | $263.7K | 0.01% | −41−0.6% | Reduced |
| Cannon Global Investment Management, LLC | 6,500 | $269.1K | 1.25% | −18,300−73.8% | Reduced |
| Blueshift Asset Management, LLC | 6,604 | $273.4K | 0.09% | +6,604 | New |
| Private Advisor Group, LLC | 6,753 | $279.6K | 0.00% | −827−10.9% | Reduced |
| Clearview Wealth Advisors LLC | 6,761 | $279.9K | 0.24% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,838 | $283.1K | 0.01% | −659−8.8% | Reduced |
| Xponance, Inc. | 6,973 | $288.7K | 0.00% | +6,973 | New |
| Wrapmanager Inc | 7,007 | $290.1K | 0.08% | +7,007 | New |
| Maryland State Retirement & Pension System | 7,132 | $295.3K | 0.01% | +7,132 | New |
| Bridgefront Capital, LLC | 7,623 | $315.6K | 0.13% | +7,623 | New |
| Wolverine Trading, LLC | 7,629 | $315.8K | 0.01% | +7,629 | New |
| Creative Planning | 7,673 | $317.7K | 0.00% | +405+5.6% | Added |
| Triton Wealth Management, PLLC | 8,270 | $322.6K | 0.19% | −337−3.9% | Reduced |
| Prosperity Wealth Management, Inc. | 8,000 | $331.2K | 0.16% | +8,000 | New |
| Chicago Partners Investment Group LLC | 8,725 | $335.0K | 0.01% | +520+6.3% | Added |
| Qsemble Capital Management, LP | 8,122 | $336.3K | 0.06% | +8,122 | New |
| Boothbay Fund Management, LLC | 8,549 | $353.9K | 0.01% | +584+7.3% | Added |
| Diversify Wealth Management, LLC | 10,061 | $363.5K | 0.05% | +10,061 | New |
| Hedges Asset Management LLC | 8,900 | $368.5K | 0.26% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 9,090 | $376.3K | 0.33% | +9,090 | New |
| Toth Financial Advisory Corp | 9,250 | $382.9K | 0.05% | +9,250 | New |
| Chartwell Investment Partners, LLC | 9,449 | $391.0K | 0.01% | +9,449 | New |
| Jaffetilchin Investment Partners, LLC | 9,532 | $394.6K | 0.03% | +840+9.7% | Added |
| Becker Capital Management Inc | 9,734 | $403.0K | 0.01% | −1,368−12.3% | Reduced |
| Capstone Investment Advisors, LLC | 9,848 | $407.7K | 0.01% | −85,536−89.7% | Reduced |
| Sandia Investment Management LP | 10,000 | $414.0K | 0.52% | −12,500−55.6% | Reduced |
| Hexagon Capital Partners LLC | 10,020 | $414.8K | 0.09% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 10,100 | $418.0K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 10,302 | $426.5K | 0.00% | +2,962+40.4% | Added |
| Thrivent Financial for Lutherans | 10,415 | $431.0K | 0.00% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 10,546 | $436.6K | 0.13% | +524+5.2% | Added |
| Mercer Global Advisors Inc | 3,549 | $456.7K | 0.00% | +3,549 | New |
| U.S. Capital Wealth Advisors, LLC | 11,100 | $459.5K | 0.02% | +1,800+19.4% | Added |
| Citigroup Inc | 11,257 | $466.0K | 0.00% | −91,471−89.0% | Reduced |
| TD Waterhouse Canada Inc. | 5,920 | $466.8K | 0.00% | +5,920 | New |
| One Day In July LLC | 11,500 | $476.1K | 0.06% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 11,962 | $495.2K | 0.26% | 00.0% | Unchanged |
| Winton Group Ltd | 12,160 | $503.4K | 0.03% | +12,160 | New |
| Pictet Asset Management Holding SA | 12,341 | $510.9K | 0.00% | +12,341 | New |
| Van Hulzen Asset Management, LLC | 12,370 | $512.0K | 0.03% | +180+1.5% | Added |
| Fifth Third Bancorp | 12,484 | $516.8K | 0.00% | −140−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,627 | $522.8K | 0.00% | +3,928+45.2% | Added |
| Wealth Management Partners, LLC | 12,859 | $532.4K | 0.26% | −5,931−31.6% | Reduced |
| Corton Capital Inc. | 13,017 | $538.9K | 0.28% | +13,017 | New |
| Mariner, LLC | 13,067 | $541.0K | 0.00% | +6,730+106.2% | Added |
| Dark Forest Capital Management LP | 13,099 | $542.3K | 0.10% | +13,099 | New |
| Graham Capital Management, L.P. | 13,992 | $579.3K | 0.02% | +13,992 | New |
| HSBC Holdings PLC | 14,844 | $617.7K | 0.00% | +14,844 | New |
| Quantbot Technologies LP | 15,082 | $624.4K | 0.03% | +15,082 | New |
| Prelude Capital Management, LLC | 15,269 | $632.1K | 0.05% | +7,075+86.3% | Added |
| Harbor Capital Advisors, Inc. | 15,584 | $645.0K | 0.05% | −18,552−54.3% | Reduced |
| Financial Engines Advisors L.L.C. | 15,716 | $650.7K | 0.00% | +15,716 | New |
| Titleist Asset Management, LLC | 15,881 | $657.5K | 0.10% | +15,881 | New |
| State Board of Administration of Florida Retirement System | 16,020 | $663.2K | 0.00% | +16,020 | New |
| Inspire Advisors, LLC | 16,102 | $666.6K | 0.09% | +92+0.6% | Added |
| Kestra Advisory Services, LLC | 16,692 | $691.0K | 0.00% | +16,692 | New |
| Orca Investment Management, LLC | 17,371 | $719.2K | 0.69% | −547−3.1% | Reduced |
| Independent Advisor Alliance | 17,572 | $727.5K | 0.02% | +870+5.2% | Added |
| Verus Capital Partners, LLC | 18,956 | $784.8K | 0.08% | −414−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 19,084 | $790.1K | 0.00% | +9,671+102.7% | Added |
| CI Private Wealth, LLC | 19,151 | $792.9K | 0.00% | +623+3.4% | Added |
| Victory Capital Management Inc | 19,918 | $824.6K | 0.00% | +2,223+12.6% | Added |
| Calamos Advisors LLC | 20,219 | $837.1K | 0.00% | +20,219 | New |
| Wedbush Securities Inc | 20,668 | $856.0K | 0.03% | +1,232+6.3% | Added |
| Royal Fund Management, LLC | 20,800 | $861.1K | 0.12% | −200−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,317 | $883.0K | 0.00% | −3,797−15.1% | Reduced |
| Arrowroot Family Office, LLC | 22,290 | $922.8K | 0.59% | −19,346−46.5% | Reduced |
| Kingsview Wealth Management, LLC | 22,302 | $923.3K | 0.02% | +22,302 | New |
| GTS Securities LLC | 23,613 | $977.6K | 0.02% | +1,878+8.6% | Added |
| Versor Investments LP | 23,663 | $979.6K | 0.18% | +1,948+9.0% | Added |
| Legacy Capital Group California, Inc. | 24,053 | $995.8K | 0.36% | +24,053 | New |
| Steward Partners Investment Advisory, LLC | 24,288 | $1.01M | 0.01% | +2,915+13.6% | Added |
| Independent Financial Group, LLC | 25,149 | $1.04M | 0.04% | +4,608+22.4% | Added |
| Algert Global LLC | 26,082 | $1.08M | 0.04% | +26,082 | New |
| Guggenheim Capital LLC | 26,268 | $1.09M | 0.01% | +26,268 | New |
| Ameritas Advisory Services, LLC | 26,374 | $1.09M | 0.04% | +26,374 | New |
| Kestra Private Wealth Services, LLC | 26,445 | $1.09M | 0.02% | +2,029+8.3% | Added |
| Natixis Advisors, L.P. | 26,748 | $1.11M | 0.00% | +4,579+20.7% | Added |
| Financial Advocates Investment Management | 27,151 | $1.12M | 0.07% | −1,492−5.2% | Reduced |
| BFSG, LLC | 27,630 | $1.14M | 0.14% | +27,607+120,030.4% | Added |
| Handelsbanken Fonder AB | 28,200 | $1.17M | 0.01% | +20,100+248.1% | Added |
| IMS Capital Management | 38,171 | $1.17M | 0.55% | −338−0.9% | Reduced |
| Russell Investments Group, Ltd. | 28,635 | $1.19M | 0.00% | +28,635 | New |
| Truist Financial Corp | 28,659 | $1.19M | 0.00% | −2,547−8.2% | Reduced |
| TCG Advisory Services, LLC | 28,700 | $1.19M | 0.06% | −4,000−12.2% | Reduced |
| Oppenheimer & Co Inc | 28,839 | $1.19M | 0.02% | +28,839 | New |
| Comerica Bank | 29,833 | $1.24M | 0.01% | −1,829−5.8% | Reduced |
| Savoir Faire Capital Management, L.P. | 30,000 | $1.24M | 0.48% | +30,000 | New |
| EFG Asset Management (North America) Corp. | 31,486 | $1.30M | 0.23% | −22,294−41.5% | Reduced |
| We Are One Seven, LLC | 31,811 | $1.32M | 0.06% | +6,099+23.7% | Added |
| Arizona State Retirement System | 31,841 | $1.32M | 0.01% | +14,423+82.8% | Added |
| Two Sigma Advisers, LP | 37,600 | $1.56M | 0.00% | −290,900−88.6% | Reduced |
| Rockefeller Capital Management L.P. | 37,779 | $1.56M | 0.00% | +3,950+11.7% | Added |