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 |
|---|---|---|---|---|---|
| RiverPark Advisors, LLC | 4,113 | $131.7K | 0.11% | +131+3.3% | Added |
| GPS Wealth Strategies Group, LLC | 4,424 | $141.7K | 0.02% | +94+2.2% | Added |
| IFP Advisors, Inc | 4,607 | $147.6K | 0.01% | +893+24.0% | Added |
| Newbridge Financial Services Group, Inc. | 4,700 | $150.5K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,440 | $174.2K | 0.00% | +238+4.6% | Added |
| Sittner & Nelson, LLC | 5,465 | $175.0K | 0.08% | +70+1.3% | Added |
| NBC Securities, Inc. | 5,546 | $177.0K | 0.01% | +5,546 | New |
| Amalgamated Bank | 6,048 | $194.0K | 0.00% | +570+10.4% | Added |
| Deutsche Bank AG | 6,061 | $194.1K | 0.00% | −794,224−99.2% | Reduced |
| Public Employees Retirement Association of Colorado | 6,230 | $200.0K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,392 | $204.7K | 0.02% | −3,140−32.9% | Reduced |
| First Hawaiian Bank | 6,408 | $205.2K | 0.01% | +6,408 | New |
| Stephens Inc | 6,528 | $209.1K | 0.00% | +6,528 | New |
| Level Four Advisory Services, LLC | 6,401 | $212.0K | 0.01% | +87+1.4% | Added |
| Clearview Wealth Advisors LLC | 6,761 | $216.6K | 0.17% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,844 | $219.2K | 0.01% | +544+8.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 6,970 | $223.2K | 0.08% | +6,970 | New |
| Cannon Global Investment Management, LLC | 7,000 | $224.2K | 0.54% | +500+7.7% | Added |
| Kestra Advisory Services, LLC | 7,045 | $225.7K | 0.00% | −9,647−57.8% | Reduced |
| RPG Investment Advisory, LLC | 7,090 | $227.1K | 0.03% | +7,090 | New |
| Group One Trading, L.P. | 7,172 | $229.7K | 0.01% | −30,781−81.1% | Reduced |
| Corton Capital Inc. | 7,304 | $233.9K | 0.11% | −5,713−43.9% | Reduced |
| Xponance, Inc. | 7,604 | $243.6K | 0.00% | +631+9.0% | Added |
| HSBC Holdings PLC | 7,588 | $244.2K | 0.00% | −7,256−48.9% | Reduced |
| Bullseye Asset Management LLC | 8,000 | $256.0K | 0.12% | +2,000+33.3% | Added |
| Versor Investments LP | 8,045 | $257.7K | 0.04% | −15,618−66.0% | Reduced |
| Triton Wealth Management, PLLC | 8,070 | $261.5K | 0.15% | −200−2.4% | Reduced |
| Wrapmanager Inc | 8,165 | $261.5K | 0.07% | +1,158+16.5% | Added |
| Becker Capital Management Inc | 8,754 | $280.4K | 0.01% | −980−10.1% | Reduced |
| Prosperity Wealth Management, Inc. | 9,150 | $293.1K | 0.12% | +1,150+14.4% | Added |
| Chicago Partners Investment Group LLC | 8,607 | $299.2K | 0.01% | −118−1.4% | Reduced |
| Hexagon Capital Partners LLC | 10,020 | $320.9K | 0.06% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 10,100 | $324.0K | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 10,398 | $333.0K | 0.01% | +10,398 | New |
| Stratos Wealth Partners, LTD. | 10,701 | $342.8K | 0.00% | +10,701 | New |
| Fifth Third Bancorp | 10,709 | $343.0K | 0.00% | −1,775−14.2% | Reduced |
| TCG Advisory Services, LLC | 11,000 | $352.3K | 0.02% | −17,700−61.7% | Reduced |
| Keudell/Morrison Wealth Management | 11,036 | $353.5K | 0.10% | +490+4.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,100 | $355.5K | 0.01% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 10,232 | $355.7K | 0.03% | +171+1.7% | Added |
| US Bancorp | 11,224 | $359.5K | 0.00% | +922+8.9% | Added |
| Hedges Asset Management LLC | 11,400 | $365.1K | 0.24% | +2,500+28.1% | Added |
| One Day In July LLC | 11,500 | $368.3K | 0.04% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 11,500 | $368.3K | 0.36% | +11,500 | New |
| Procyon Private Wealth Partners, LLC | 12,309 | $394.3K | 0.03% | +6,572+114.6% | Added |
| Jones Financial Companies LLLP | 12,190 | $395.7K | 0.00% | +8,908+271.4% | Added |
| Van Hulzen Asset Management, LLC | 12,370 | $396.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 12,451 | $398.8K | 0.00% | +4,778+62.3% | Added |
| Citigroup Inc | 12,640 | $404.9K | 0.00% | +1,383+12.3% | Added |
| Tower Research Capital LLC (TRC) | 12,834 | $411.1K | 0.01% | +12,812+58,236.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 12,971 | $415.5K | 0.21% | +1,009+8.4% | Added |
| Keebeck Alpha, LP | 13,179 | $422.1K | 0.27% | +13,179 | New |
| Verus Capital Partners, LLC | 13,159 | $423.9K | 0.04% | −5,797−30.6% | Reduced |
| M&T Bank Corp | 13,617 | $436.2K | 0.00% | +13,617 | New |
| Boothbay Fund Management, LLC | 14,222 | $455.5K | 0.01% | +5,673+66.4% | Added |
| ExodusPoint Capital Management, LP | 14,380 | $461.0K | 0.00% | +14,380 | New |
| Oak Thistle LLC | 14,399 | $461.2K | 0.15% | +14,399 | New |
| Pictet Asset Management Holding SA | 14,575 | $466.8K | 0.00% | +2,234+18.1% | Added |
| Chartwell Investment Partners, LLC | 14,742 | $472.0K | 0.02% | +5,293+56.0% | Added |
| EntryPoint Capital, LLC | 14,770 | $473.1K | 0.27% | +10,234+225.6% | Added |
| Wedbush Securities Inc | 15,366 | $492.0K | 0.02% | −5,302−25.7% | Reduced |
| Bank of Montreal | 15,705 | $509.8K | 0.00% | −70,484−81.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 15,998 | $512.4K | 0.00% | −153,002−90.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,272 | $521.2K | 0.00% | −111,544−87.3% | Reduced |
| Numerai GP LLC | 17,115 | $548.2K | 0.15% | +17,115 | New |
| Arrowroot Family Office, LLC | 17,259 | $552.8K | 0.32% | −5,031−22.6% | Reduced |
| HighTower Advisors, LLC | 17,424 | $557.0K | 0.00% | −110,813−86.4% | Reduced |
| Simplex Trading, LLC | 17,525 | $561.0K | 0.02% | +17,525 | New |
| Virtu Financial LLC | 17,886 | $573.0K | 0.03% | +17,886 | New |
| Independent Advisor Alliance | 18,073 | $578.9K | 0.02% | +501+2.9% | Added |
| Orca Investment Management, LLC | 18,552 | $594.2K | 0.54% | +1,181+6.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 18,742 | $600.3K | 0.01% | +18,742 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,493 | $624.4K | 0.00% | +6,866+54.4% | Added |
| Graham Capital Management, L.P. | 19,530 | $625.5K | 0.02% | +5,538+39.6% | Added |
| Petrus Trust Company, LTA | 19,896 | $637.3K | 0.06% | +19,896 | New |
| IMC-Chicago, LLC | 20,776 | $665.5K | 0.02% | +20,776 | New |
| Janney Montgomery Scott LLC | 21,718 | $696.0K | 0.00% | −39,263−64.4% | Reduced |
| Mariner, LLC | 21,780 | $697.6K | 0.00% | +8,713+66.7% | Added |
| Natixis Advisors, L.P. | 22,947 | $735.0K | 0.00% | −3,801−14.2% | Reduced |
| Handelsbanken Fonder AB | 23,300 | $746.0K | 0.00% | −4,900−17.4% | Reduced |
| Inspire Advisors, LLC | 23,433 | $750.6K | 0.09% | +7,331+45.5% | Added |
| Victory Capital Management Inc | 23,523 | $753.4K | 0.00% | +3,605+18.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,787 | $762.0K | 0.00% | +2,470+11.6% | Added |
| Legacy Capital Group California, Inc. | 24,119 | $772.5K | 0.26% | +66+0.3% | Added |
| Private Advisor Group, LLC | 24,924 | $798.3K | 0.00% | +18,171+269.1% | Added |
| Beck Bode, LLC | 25,002 | $800.8K | 0.15% | +25,002 | New |
| Bridgefront Capital, LLC | 25,029 | $801.7K | 0.31% | +17,406+228.3% | Added |
| Wolverine Trading, LLC | 25,094 | $814.6K | 0.02% | +17,465+228.9% | Added |
| Financial Advocates Investment Management | 25,669 | $822.2K | 0.05% | −1,482−5.5% | Reduced |
| EFG Asset Management (North America) Corp. | 25,768 | $825.3K | 0.14% | −5,718−18.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 26,188 | $838.8K | 0.01% | +1,900+7.8% | Added |
| Kestra Private Wealth Services, LLC | 26,923 | $862.3K | 0.02% | +478+1.8% | Added |
| Harbor Capital Advisors, Inc. | 26,976 | $864.0K | 0.04% | +11,392+73.1% | Added |
| Guggenheim Capital LLC | 27,579 | $883.4K | 0.01% | +1,311+5.0% | Added |
| Manufacturers Life Insurance Company, The | 27,957 | $895.5K | 0.00% | +8,873+46.5% | Added |
| Gsa Capital Partners LLP | 28,504 | $913.0K | 0.07% | −25,959−47.7% | Reduced |
| Voya Investment Management LLC | 28,708 | $919.5K | 0.00% | −411,185−93.5% | Reduced |
| Symmetry Investments LP | 29,100 | $932.1K | 0.20% | +29,100 | New |
| Truist Financial Corp | 29,473 | $944.0K | 0.00% | +814+2.8% | Added |
| Independent Financial Group, LLC | 29,936 | $958.9K | 0.04% | +4,787+19.0% | Added |