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 |
|---|---|---|---|---|---|
| Brown, Lisle/Cummings, Inc. | 185 | $7.66K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 171 | $7.08K | 0.00% | +171 | New |
| Kodai Capital Management LP | 146 | $6.04K | 0.00% | −52,902−99.7% | Reduced |
| Ci Investments Inc. | 152 | $6.00K | 0.00% | +38+33.3% | Added |
| New England Capital Financial Advisors LLC | 130 | $5.38K | 0.00% | +130 | New |
| CGC Financial Services, LLC | 127 | $5.26K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 100 | $4.14K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $4.14K | 0.00% | +100 | New |
| Financial Network Wealth Advisors LLC | 100 | $4.14K | 0.00% | +100 | New |
| Avion Wealth | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 88 | $3.64K | 0.00% | +88 | New |
| American Capital Advisory, LLC | 100 | $3.17K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 74 | $3.06K | 0.00% | +74 | New |
| GWM Advisors LLC | 70 | $2.90K | 0.00% | −450−86.5% | Reduced |
| Coppell Advisory Solutions LLC | 70 | $2.90K | 0.00% | +70 | New |
| EverSource Wealth Advisors, LLC | 73 | $2.79K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $2.07K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 49 | $2.03K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 52 | $2.00K | 0.00% | +52 | New |
| Venturi Wealth Management, LLC | 45 | $1.86K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 41 | $1.70K | 0.00% | +18+78.3% | Added |
| Rakuten Securities, Inc. | 38 | $1.57K | 0.00% | +38 | New |
| CoreCap Advisors, LLC | 37 | $1.53K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 30 | $1.24K | 0.00% | −6−16.7% | Reduced |
| Stephens Consulting, LLC | 30 | $1.24K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $1.03K | 0.00% | +25 | New |
| Benjamin F. Edwards & Company, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Tower Research Capital LLC (TRC) | 22 | $911 | 0.00% | −7,989−99.7% | Reduced |
| Mather Group, LLC. | 20 | $660 | 0.00% | +20 | New |
| C M Bidwell & Associates Ltd | 15 | $621 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 10 | $414 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7 | $290 | 0.00% | +7 | New |
| WR Wealth Planners, LLC | 6 | $248 | 0.00% | +6 | New |
| Anfield Capital Management, LLC | 5 | $207 | 0.00% | +5 | New |
| VitalStone Financial, LLC | 2 | $83 | 0.00% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −633,111−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −366,175−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −224,270−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −198,073−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −171,786−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −158,459−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −156,775−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −124,559−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −116,400−100.0% | Sold out |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −61,113−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −52,114−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −45,129−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −34,393−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −34,188−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −29,873−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −17,623−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −17,413−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −14,740−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −10,673−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,660−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −8,999−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,478−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Palouse Capital Management, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Custom Portfolio Group LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Watts Gwilliam & Co., LLC | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |
| Retirement Group, LLC | – | – | – | – | Not filed |