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Livermore
Livermore
ZHEN

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.

Q3 2024 vs. Q2 2024

How the institutions holding Dutch Bros Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of BROS: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders3363347+14
Shares98.1M3.81M103.1M+8.80M (+9.3%)
Value$4.06B$157.9M$3.33B−$571.8M (−14.6%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (76)

Institutions that held Dutch Bros Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to BROS in Q3 2024
InstitutionSharesValue% of portfolio
Baillie Gifford & Co7,007,836$224.5M0.17%
BlackRock, Inc.4,591,025$147.1M0.00%
Qube Research & Technologies Ltd584,393$18.7M0.03%
Verition Fund Management LLC511,984$16.4M0.11%
Mitsubishi UFJ Trust & Banking Corp484,181$15.5M0.04%
Twinbeech Capital LP271,338$8.69M0.17%
AQR Capital Management LLC239,537$7.67M0.01%
Paloma Partners Management Co230,611$7.39M0.39%
Holocene Advisors, LP212,392$6.80M0.03%
Maplelane Capital, LLC189,000$6.05M0.71%
LMR Partners LLP122,000$3.91M0.09%
Twin Tree Management, LP106,154$3.40M0.08%
Rivermont Capital Management LP83,432$2.67M1.26%
Maverick Capital LtdSuperinvestorMaverick Capital82,193$2.63M0.05%
Bailard, Inc.57,323$1.84M0.05%
Dynamic Technology Lab Private Ltd55,766$1.79M0.19%
Nebula Research & Development LLC44,598$1.43M0.17%
Polen Capital Management LLC44,241$1.42M0.00%
Polar Asset Management Partners Inc.42,800$1.37M0.03%
Federation des caisses Desjardins du Quebec42,186$1.35M0.01%
Jump Financial, LLC41,659$1.33M0.03%
Fox Run Management, L.L.C.39,079$1.25M0.28%
Avantax Advisory Services, Inc.38,633$1.24M0.01%
Oppenheimer Asset Management Inc.37,683$1.21M0.01%
B. Metzler seel. Sohn & Co. Holding AG35,018$1.12M0.01%
B. Metzler seel. Sohn & Co. AG35,018$1.12M0.01%
Lighthouse Investment Partners, LLC33,500$1.07M0.06%
Symmetry Investments LP29,100$932.1K0.20%
Beck Bode, LLC25,002$800.8K0.15%
IMC-Chicago, LLC20,776$665.5K0.02%
Petrus Trust Company, LTA19,896$637.3K0.06%
Deerfield Management Company, L.P. (Series C)18,742$600.3K0.01%
Virtu Financial LLC17,886$573.0K0.03%
Simplex Trading, LLC17,525$561.0K0.02%
Numerai GP LLC17,115$548.2K0.15%
Oak Thistle LLC14,399$461.2K0.15%
ExodusPoint Capital Management, LP14,380$461.0K0.00%
M&T Bank Corp13,617$436.2K0.00%
Keebeck Alpha, LP13,179$422.1K0.27%
Camelot Portfolios, LLC11,500$368.3K0.36%
Stratos Wealth Partners, LTD.10,701$342.8K0.00%
Walleye Trading LLC10,398$333.0K0.01%
RPG Investment Advisory, LLC7,090$227.1K0.03%
Lombard Odier Asset Management (USA) Corp6,970$223.2K0.08%
Stephens Inc6,528$209.1K0.00%
First Hawaiian Bank6,408$205.2K0.01%
NBC Securities, Inc.5,546$177.0K0.01%
Sterling Capital Management LLC3,185$102.0K0.00%
PEAK6 Investments LLC1,933$61.9K0.00%
Aster Capital Management (DIFC) Ltd1,683$53.9K0.01%
Bryn Mawr Trust Co1,564$50.1K0.00%
Danske Bank A/S1,500$48.0K0.00%
Asset Management One Co.,Ltd.1,385$44.4K0.00%
nVerses Capital, LLC1,200$38.4K0.02%
Point72 Hong Kong Ltd1,137$36.4K0.00%
Amundi1,031$32.8K0.00%
Oarsman Capital, Inc.1,000$32.0K0.01%
Kayne Anderson Rudnick Investment Management LLC500$16.0K0.00%
Islay Capital Management, LLC250$8.01K0.01%
Signaturefd, LLC210$6.73K0.00%
Rosenberg Matthew Hamilton202$6.47K0.00%
Legacy Investment Solutions, LLC80$3.80K0.00%
Legacy Wealth Managment, LLC80$3.80K0.00%
Northwest Investment Counselors, LLC100$3.20K0.00%
Macroview Investment Management LLC100$3.20K0.00%
Tanglewood Legacy Advisors, LLC50$1.60K0.00%
St. Johns Investment Management Company, LLC30$9610.00%
Planned Solutions, Inc.26$8330.00%
FinTrust Capital Advisors, LLC25$8010.00%
Quadrant Capital Group LLC20$6410.00%
Capital Performance Advisors LLP19$6210.00%
GeoWealth Management, LLC6$1920.00%
LRI Investments, LLC3$1410.00%
MV Capital Management, Inc.1$330.00%
West Oak Capital, LLC1$00.00%
Hemington Wealth Management5$00.00%

Sold out (62)

Institutions that held Dutch Bros Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of BROS in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Mane Global Capital Management LP1,604,803$66.4M
Davidson Kempner Capital Management LP1,585,159$65.6M
Lord, Abbett & Co. LLC1,301,486$53.9M
Adage Capital Partners GP, L.L.C.705,950$29.2M
Shellback Capital, LP608,339$25.2M
Interval Partners, LP418,601$17.3M
Voloridge Investment Management, LLC261,352$10.8M
Ghisallo Capital Management LLC150,000$6.21M
Seven Grand Managers, LLC150,000$6.21M
SG Americas Securities, LLC146,434$6.06M
EAM Investors, LLC100,052$4.14M
Pearl River Capital, LLC100,048$4.14M
Hudson Bay Capital Management LP86,469$3.58M
PDT Partners, LLC85,533$3.54M
Renaissance Capital LLC82,256$3.41M
Quadrature Capital Ltd76,609$3.17M
Brant Point Investment Management LLC74,776$3.10M
Private Wealth Advisors44,233$1.85M
Penserra Capital Management LLC42,649$1.77M
Bayesian Capital Management, LP38,800$1.61M
Two Sigma Advisers, LP37,600$1.56M
We Are One Seven, LLC31,811$1.32M
Oppenheimer & Co Inc28,839$1.19M
Ameritas Advisory Services, LLC26,374$1.09M
Kingsview Wealth Management, LLC22,302$923.3K
Royal Fund Management, LLC20,800$861.1K
Calamos Advisors LLC20,219$837.1K
CI Private Wealth, LLC19,151$792.9K
Titleist Asset Management, LLC15,881$657.5K
Financial Engines Advisors L.L.C.15,716$650.7K
Quantbot Technologies LP15,082$624.4K
Wealth Management Partners, LLC12,859$532.4K
Winton Group Ltd12,160$503.4K
Mercer Global Advisors Inc3,549$456.7K
Thrivent Financial for Lutherans10,415$431.0K
Sandia Investment Management LP10,000$414.0K
Capstone Investment Advisors, LLC9,848$407.7K
Toth Financial Advisory Corp9,250$382.9K
Thompson Davis & Co., Inc.9,090$376.3K
Maryland State Retirement & Pension System7,132$295.3K
Sigma Planning Corp6,838$283.1K
Regal Investment Advisors LLC6,220$257.5K
Argent Trust Co5,743$237.8K
Clear Creek Financial Management, LLC5,599$231.8K
Baltimore-Washington Financial Advisors, Inc.5,400$223.6K
Cornerstone Investment Partners, LLC5,352$221.6K
Redwood Wealth Management Group, LLC1,750$72.5K
Gradient Investments LLC805$33.3K
Arcadia Investment Management Corp659$27.3K
VisionPoint Advisory Group, LLC523$21.7K
Register Financial Advisors LLC400$16.6K
Symmetry Peak Management LLC300$12.4K
Tortoise Investment Management, LLC200$8.28K
Brown, Lisle/Cummings, Inc.185$7.66K
Kodai Capital Management LP146$6.04K
New England Capital Financial Advisors LLC130$5.38K
Caitlin John, LLC100$4.14K
Briaud Financial Planning, Inc100$4.00K
Toronto Dominion Bank30$1.24K
Mather Group, LLC.20$660
C M Bidwell & Associates Ltd15$621
Ashton Thomas Private Wealth, LLC7$290

Not filed for Q3 2024 yet (3)

Institutions that held Dutch Bros Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BROS in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.3,732,575$154.5M
Susquehanna Fundamental Investments, LLC80,670$3.34M
Benjamin F. Edwards & Company, Inc.20$1.00K