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 |
|---|---|---|---|---|---|
| US Bancorp | 10,302 | $426.5K | 0.00% | +2,962+40.4% | Added |
| WoodTrust Financial Corp | 10,100 | $418.0K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10,020 | $414.8K | 0.09% | 00.0% | Unchanged |
| Sandia Investment Management LP | 10,000 | $414.0K | 0.52% | −12,500−55.6% | Reduced |
| Capstone Investment Advisors, LLC | 9,848 | $407.7K | 0.01% | −85,536−89.7% | Reduced |
| Becker Capital Management Inc | 9,734 | $403.0K | 0.01% | −1,368−12.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,532 | $394.6K | 0.03% | +840+9.7% | Added |
| Chartwell Investment Partners, LLC | 9,449 | $391.0K | 0.01% | +9,449 | New |
| Toth Financial Advisory Corp | 9,250 | $382.9K | 0.05% | +9,250 | New |
| Thompson Davis & Co., Inc. | 9,090 | $376.3K | 0.33% | +9,090 | New |
| Hedges Asset Management LLC | 8,900 | $368.5K | 0.26% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 10,061 | $363.5K | 0.05% | +10,061 | New |
| Boothbay Fund Management, LLC | 8,549 | $353.9K | 0.01% | +584+7.3% | Added |
| Qsemble Capital Management, LP | 8,122 | $336.3K | 0.06% | +8,122 | New |
| Chicago Partners Investment Group LLC | 8,725 | $335.0K | 0.01% | +520+6.3% | Added |
| Prosperity Wealth Management, Inc. | 8,000 | $331.2K | 0.16% | +8,000 | New |
| Triton Wealth Management, PLLC | 8,270 | $322.6K | 0.19% | −337−3.9% | Reduced |
| Creative Planning | 7,673 | $317.7K | 0.00% | +405+5.6% | Added |
| Wolverine Trading, LLC | 7,629 | $315.8K | 0.01% | +7,629 | New |
| Bridgefront Capital, LLC | 7,623 | $315.6K | 0.13% | +7,623 | New |
| Maryland State Retirement & Pension System | 7,132 | $295.3K | 0.01% | +7,132 | New |
| Wrapmanager Inc | 7,007 | $290.1K | 0.08% | +7,007 | New |
| Xponance, Inc. | 6,973 | $288.7K | 0.00% | +6,973 | New |
| Sigma Planning Corp | 6,838 | $283.1K | 0.01% | −659−8.8% | Reduced |
| Clearview Wealth Advisors LLC | 6,761 | $279.9K | 0.24% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,753 | $279.6K | 0.00% | −827−10.9% | Reduced |
| Blueshift Asset Management, LLC | 6,604 | $273.4K | 0.09% | +6,604 | New |
| Cannon Global Investment Management, LLC | 6,500 | $269.1K | 1.25% | −18,300−73.8% | Reduced |
| Farther Finance Advisors, LLC | 6,300 | $263.7K | 0.01% | −41−0.6% | Reduced |
| Level Four Advisory Services, LLC | 6,314 | $261.4K | 0.01% | +6,314 | New |
| Public Employees Retirement Association of Colorado | 6,230 | $258.0K | 0.00% | +6,230 | New |
| Regal Investment Advisors LLC | 6,220 | $257.5K | 0.02% | +6,220 | New |
| Bullseye Asset Management LLC | 6,000 | $248.0K | 0.12% | 00.0% | Unchanged |
| Avondale Wealth Management | 5,750 | $238.1K | 0.16% | +5,750 | New |
| Argent Trust Co | 5,743 | $237.8K | 0.01% | +5,743 | New |
| Procyon Private Wealth Partners, LLC | 5,737 | $237.5K | 0.02% | +5,737 | New |
| Clear Creek Financial Management, LLC | 5,599 | $231.8K | 0.03% | +5,599 | New |
| Amalgamated Bank | 5,478 | $227.0K | 0.00% | +5,478 | New |
| Baltimore-Washington Financial Advisors, Inc. | 5,400 | $223.6K | 0.01% | +5,400 | New |
| Sittner & Nelson, LLC | 5,395 | $223.4K | 0.11% | 00.0% | Unchanged |
| Scientech Research LLC | 5,377 | $222.6K | 0.05% | −14,330−72.7% | Reduced |
| Cornerstone Investment Partners, LLC | 5,352 | $221.6K | 0.01% | +5,352 | New |
| The PNC Financial Services Group, Inc. | 5,202 | $215.4K | 0.00% | +4,436+579.1% | Added |
| Catalyst Funds Management Pty Ltd | 5,000 | $207.0K | 0.06% | +5,000 | New |
| Newbridge Financial Services Group, Inc. | 4,700 | $194.6K | 0.07% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,536 | $187.8K | 0.09% | +4,536 | New |
| GPS Wealth Strategies Group, LLC | 4,330 | $179.3K | 0.03% | +1,080+33.2% | Added |
| AdvisorShares Investments LLC | 4,210 | $176.2K | 0.03% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 3,982 | $164.9K | 0.14% | +3,982 | New |
| IFP Advisors, Inc | 3,714 | $153.8K | 0.01% | +291+8.5% | Added |
| MetLife Investment Management | 3,316 | $137.3K | 0.00% | +3,316 | New |
| Jones Financial Companies LLLP | 3,282 | $135.9K | 0.00% | +1,299+65.5% | Added |
| Headlands Technologies LLC | 2,722 | $112.7K | 0.01% | +2,722 | New |
| CIBC Private Wealth Group, LLC | 2,300 | $98.5K | 0.00% | −26−1.1% | Reduced |
| Lazard Asset Management LLC | 2,283 | $93.0K | 0.00% | +1,034+82.8% | Added |
| KBC Group NV | 1,973 | $82.0K | 0.00% | +1,973 | New |
| Vista Private Wealth Partners. LLC | 1,850 | $76.6K | 0.03% | +1,850 | New |
| Archer Investment Corp | 1,800 | $74.5K | 0.02% | −275−13.3% | Reduced |
| Redwood Wealth Management Group, LLC | 1,750 | $72.5K | 0.05% | +1,750 | New |
| CWM, LLC | 1,558 | $65.0K | 0.00% | +105+7.2% | Added |
| Geneos Wealth Management Inc. | 1,475 | $61.1K | 0.00% | −450−23.4% | Reduced |
| Spire Wealth Management | 1,415 | $58.6K | 0.00% | +1,226+648.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,283 | $53.1K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,249 | $53.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,165 | $48.2K | 0.00% | −482−29.3% | Reduced |
| Corebridge Financial, Inc. | 1,144 | $47.4K | 0.00% | +1,144 | New |
| Lindbrook Capital, LLC | 1,100 | $45.5K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,091 | $45.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,073 | $44.4K | 0.00% | +1,073 | New |
| Quarry LP | 1,036 | $42.9K | 0.02% | +1,036 | New |
| Abound Wealth Management | 950 | $39.3K | 0.01% | +950 | New |
| Country Trust Bank | 900 | $37.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 893 | $37.0K | 0.01% | +893 | New |
| Stone House Investment Management, LLC | 873 | $36.1K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 857 | $35.5K | 0.00% | −16−1.8% | Reduced |
| Gradient Investments LLC | 805 | $33.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 804 | $33.0K | 0.02% | +804 | New |
| Quest Partners LLC | 787 | $32.6K | 0.00% | +764+3,321.7% | Added |
| Wolff Wiese Magana LLC | 772 | $32.0K | 0.03% | 00.0% | Unchanged |
| Gould Capital, LLC | 686 | $28.4K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 675 | $27.9K | 0.01% | −22−3.2% | Reduced |
| Parallel Advisors, LLC | 667 | $27.6K | 0.00% | −84−11.2% | Reduced |
| Arcadia Investment Management Corp | 659 | $27.3K | 0.00% | +659 | New |
| Allworth Financial LP | 667 | $26.1K | 0.00% | −1,031−60.7% | Reduced |
| Hollencrest Capital Management | 600 | $24.8K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 602 | $24.0K | 0.01% | +328+119.7% | Added |
| VisionPoint Advisory Group, LLC | 523 | $21.7K | 0.01% | +145+38.4% | Added |
| Proequities, Inc. | 500 | $20.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 400 | $16.7K | 0.00% | +400 | New |
| Register Financial Advisors LLC | 400 | $16.6K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 380 | $15.7K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 345 | $14.0K | 0.00% | −262−43.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 333 | $13.8K | 0.00% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 300 | $12.4K | 0.96% | +300 | New |
| Principal Securities, Inc. | 280 | $11.6K | 0.00% | +280 | New |
| Huntington National Bank | 208 | $8.61K | 0.00% | +1+0.5% | Added |
| Harbour Investments, Inc. | 204 | $8.45K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 204 | $8.45K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 200 | $8.28K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $8.28K | 0.00% | +200 | New |