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, Q3 2024
Institutional positions in Dutch Bros Inc. as of Sep 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
- 347
- +14 vs. Q2 2024
- Shares held
- 103.1M
- +8.80M (+9.3%) vs. Q2 2024
- Total value
- $3.33B
- −$571.8M (−14.6%) vs. Q2 2024
- New holders
- 76
- 140 more added
- Sold out
- 62
- 86 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 1 | $0 | 0.00% | +1 | New |
| Hemington Wealth Management | 5 | $0 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 1 | $32 | 0.00% | −36−97.3% | Reduced |
| MV Capital Management, Inc. | 1 | $33 | 0.00% | +1 | New |
| VitalStone Financial, LLC | 2 | $64 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 3 | $141 | 0.00% | +3 | New |
| Anfield Capital Management, LLC | 5 | $160 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 6 | $192 | 0.00% | +6 | New |
| Sandy Spring Bank | 10 | $321 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 15 | $480 | 0.00% | +9+150.0% | Added |
| Capital Performance Advisors LLP | 19 | $621 | 0.00% | +19 | New |
| Quadrant Capital Group LLC | 20 | $641 | 0.00% | +20 | New |
| TD Waterhouse Canada Inc. | 24 | $772 | 0.00% | −5,896−99.6% | Reduced |
| TD Private Client Wealth LLC | 25 | $801 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 25 | $801 | 0.00% | +25 | New |
| Planned Solutions, Inc. | 26 | $833 | 0.00% | +26 | New |
| Stephens Consulting, LLC | 30 | $961 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $961 | 0.00% | +30 | New |
| Coston, McIsaac & Partners | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 41 | $1.31K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 45 | $1.44K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 49 | $1.57K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $1.60K | 0.00% | +50 | New |
| GWM Advisors LLC | 70 | $2.24K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 70 | $2.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 73 | $2.34K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 74 | $2.37K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $3.20K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $3.20K | 0.00% | +100 | New |
| Macroview Investment Management LLC | 100 | $3.20K | 0.00% | +100 | New |
| Legacy Investment Solutions, LLC | 80 | $3.80K | 0.00% | +80 | New |
| Legacy Wealth Managment, LLC | 80 | $3.80K | 0.00% | +80 | New |
| CGC Financial Services, LLC | 127 | $4.07K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 171 | $5.00K | 0.00% | +19+12.5% | Added |
| MCF Advisors LLC | 171 | $5.48K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 180 | $5.76K | 0.00% | −28−13.5% | Reduced |
| BBJS Financial Advisors, LLC | 200 | $6.41K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 200 | $6.41K | 0.00% | +100+100.0% | Added |
| Rosenberg Matthew Hamilton | 202 | $6.47K | 0.00% | +202 | New |
| Arcadia Investment Advisors LLC | 204 | $6.54K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 210 | $6.73K | 0.00% | +172+452.6% | Added |
| Signaturefd, LLC | 210 | $6.73K | 0.00% | +210 | New |
| GAMMA Investing LLC | 223 | $7.14K | 0.00% | +135+153.4% | Added |
| Geneos Wealth Management Inc. | 250 | $8.01K | 0.00% | −1,225−83.1% | Reduced |
| Islay Capital Management, LLC | 250 | $8.01K | 0.01% | +250 | New |
| Principal Securities, Inc. | 280 | $8.97K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 296 | $9.48K | 0.00% | +196+196.0% | Added |
| Valley National Advisers Inc | 382 | $12.0K | 0.00% | +37+10.7% | Added |
| Headlands Technologies LLC | 402 | $12.9K | 0.00% | −2,320−85.2% | Reduced |
| Continuum Advisory, LLC | 286 | $13.4K | 0.00% | −94−24.7% | Reduced |
| Proequities, Inc. | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 500 | $16.0K | 0.00% | +500 | New |
| Harbour Investments, Inc. | 504 | $16.1K | 0.00% | +300+147.1% | Added |
| Parkside Financial Bank & Trust | 507 | $16.2K | 0.00% | −386−43.2% | Reduced |
| Vista Private Wealth Partners. LLC | 575 | $18.4K | 0.01% | −1,275−68.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 602 | $19.0K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 675 | $21.6K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 677 | $21.7K | 0.00% | −110−14.0% | Reduced |
| Gould Capital, LLC | 686 | $22.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 705 | $22.6K | 0.00% | −368−34.3% | Reduced |
| Parallel Advisors, LLC | 705 | $22.6K | 0.00% | +38+5.7% | Added |
| ORG Partners LLC | 750 | $24.0K | 0.00% | +350+87.5% | Added |
| Wolff Wiese Magana LLC | 772 | $24.7K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 780 | $25.0K | 0.00% | −77−9.0% | Reduced |
| Allworth Financial LP | 791 | $25.3K | 0.00% | +124+18.6% | Added |
| Jamison Private Wealth Management, Inc. | 833 | $26.7K | 0.00% | +500+150.2% | Added |
| Stone House Investment Management, LLC | 873 | $28.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 900 | $28.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 914 | $29.3K | 0.00% | +314+52.3% | Added |
| Abound Wealth Management | 950 | $30.4K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,000 | $32.0K | 0.01% | +1,000 | New |
| Amundi | 1,031 | $32.8K | 0.00% | +1,031 | New |
| Cedar Mountain Advisors, LLC | 1,091 | $34.9K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,249 | $35.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,137 | $36.4K | 0.00% | +1,137 | New |
| Lindbrook Capital, LLC | 1,166 | $37.3K | 0.00% | +66+6.0% | Added |
| nVerses Capital, LLC | 1,200 | $38.4K | 0.02% | +1,200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,283 | $41.1K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,321 | $42.3K | 0.00% | +177+15.5% | Added |
| Global Retirement Partners, LLC | 1,337 | $42.8K | 0.00% | +172+14.8% | Added |
| Asset Management One Co.,Ltd. | 1,385 | $44.4K | 0.00% | +1,385 | New |
| Catalyst Funds Management Pty Ltd | 1,500 | $48.0K | 0.01% | −3,500−70.0% | Reduced |
| Archer Investment Corp | 1,500 | $48.0K | 0.01% | −300−16.7% | Reduced |
| Danske Bank A/S | 1,500 | $48.0K | 0.00% | +1,500 | New |
| CWM, LLC | 1,550 | $50.0K | 0.00% | −8−0.5% | Reduced |
| Bryn Mawr Trust Co | 1,564 | $50.1K | 0.00% | +1,564 | New |
| Aster Capital Management (DIFC) Ltd | 1,683 | $53.9K | 0.01% | +1,683 | New |
| Quarry LP | 1,740 | $55.7K | 0.02% | +704+68.0% | Added |
| PEAK6 Investments LLC | 1,933 | $61.9K | 0.00% | +1,933 | New |
| Avondale Wealth Management | 2,000 | $64.1K | 0.04% | −3,750−65.2% | Reduced |
| Lazard Asset Management LLC | 2,283 | $73.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,300 | $73.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,686 | $86.0K | 0.00% | +1,271+89.8% | Added |
| KBC Group NV | 3,025 | $97.0K | 0.00% | +1,052+53.3% | Added |
| Sterling Capital Management LLC | 3,185 | $102.0K | 0.00% | +3,185 | New |
| Covestor Ltd | 3,663 | $117.0K | 0.07% | +2,859+355.6% | Added |
| MetLife Investment Management | 3,878 | $124.2K | 0.00% | +562+16.9% | Added |
| AdvisorShares Investments LLC | 4,058 | $130.0K | 0.02% | −152−3.6% | Reduced |