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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 397,200 | $12.7M | 0.01% | +205,000+106.7% | Added |
| Trexquant Investment LP | 429,096 | $13.7M | 0.17% | +228,771+114.2% | Added |
| Fenimore Asset Management Inc | 436,978 | $14.0M | 0.28% | +4,270+1.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 484,181 | $15.5M | 0.04% | +484,181 | New |
| Northern Trust Corp | 496,638 | $15.9M | 0.00% | +236,069+90.6% | Added |
| Norges Bank | 503,264 | $16.1M | 0.00% | −55,310−9.9% | Reduced |
| Verition Fund Management LLC | 511,984 | $16.4M | 0.11% | +511,984 | New |
| Balyasny Asset Management LLC | 544,682 | $17.4M | 0.04% | −1,076,789−66.4% | Reduced |
| Woodline Partners LP | 556,114 | $17.8M | 0.15% | +218,311+64.6% | Added |
| Qube Research & Technologies Ltd | 584,393 | $18.7M | 0.03% | +584,393 | New |
| Federated Hermes, Inc. | 600,000 | $19.2M | 0.04% | −171,200−22.2% | Reduced |
| First Trust Advisors LP | 611,832 | $19.6M | 0.02% | +517,234+546.8% | Added |
| Dimensional Fund Advisors LP | 613,789 | $19.7M | 0.00% | +459,191+297.0% | Added |
| Artisan Partners Limited Partnership | 627,085 | $20.1M | 0.03% | +16,525+2.7% | Added |
| Morgan Stanley | 647,179 | $20.7M | 0.00% | −807,214−55.5% | Reduced |
| Charles Schwab Investment Management Inc | 687,527 | $22.0M | 0.00% | +181,636+35.9% | Added |
| Squarepoint Ops LLC | 733,854 | $23.5M | 0.08% | +535,684+270.3% | Added |
| Point72 Asset Management, L.P. | 784,147 | $25.1M | 0.09% | −363,225−31.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 867,653 | $27.8M | 0.04% | +30,437+3.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 965,099 | $30.9M | 0.12% | +125,958+15.0% | Added |
| Clearbridge Investments, LLC | 974,845 | $31.2M | 0.02% | +3,808+0.4% | Added |
| Invesco Ltd. | 1,164,491 | $37.3M | 0.01% | +1,034,121+793.2% | Added |
| Man Group plc | 1,167,098 | $37.4M | 0.11% | +1,056,590+956.1% | Added |
| Baird Financial Group, Inc. | 1,170,855 | $37.5M | 0.07% | −51,829−4.2% | Reduced |
| Bank of New York Mellon Corp | 1,180,352 | $37.8M | 0.01% | +99,046+9.2% | Added |
| Renaissance Technologies LLC | 1,199,800 | $38.4M | 0.06% | −187,517−13.5% | Reduced |
| Millennium Management LLC | 1,205,379 | $38.6M | 0.03% | +670,781+125.5% | Added |
| American Century Companies Inc | 1,561,311 | $50.0M | 0.03% | +159,366+11.4% | Added |
| Driehaus Capital Management LLC | 1,653,761 | $53.0M | 0.45% | −591,480−26.3% | Reduced |
| State Street Corp | 1,734,646 | $55.6M | 0.00% | +447,456+34.8% | Added |
| Geode Capital Management, LLC | 1,773,271 | $56.8M | 0.00% | +397,754+28.9% | Added |
| Joho Capital LLC | 1,919,514 | $61.5M | 9.71% | +555,000+40.7% | Added |
| Wellington Management Group LLP | 1,983,368 | $63.5M | 0.01% | +1,141,913+135.7% | Added |
| Alliancebernstein L.P. | 2,092,184 | $67.0M | 0.02% | +495,047+31.0% | Added |
| Ameriprise Financial Inc | 2,113,989 | $67.7M | 0.02% | −2,204−0.1% | Reduced |
| Bank of America Corp | 2,477,452 | $79.4M | 0.01% | −1,011,723−29.0% | Reduced |
| Citadel Advisors LLC | 2,629,927 | $84.2M | 0.09% | −1,273,757−32.6% | Reduced |
| Eagle Asset Management Inc | 2,020,447 | $95.3M | 0.49% | +741,771+58.0% | Added |
| T. Rowe Price Investment Management, Inc. | 3,004,954 | $96.2M | 0.06% | −615,546−17.0% | Reduced |
| FMR LLC | 3,289,044 | $105.3M | 0.01% | −1,663,514−33.6% | Reduced |
| Wasatch Advisors Inc | 4,128,281 | $132.2M | 0.65% | +2,885,306+232.1% | Added |
| D. E. Shaw & Co., Inc. | 4,490,390 | $143.8M | 0.19% | +2,107,754+88.5% | Added |
| BlackRock, Inc. | 4,591,025 | $147.1M | 0.00% | +4,591,025 | New |
| Marshall Wace, LLP | 4,914,502 | $157.4M | 0.20% | +952,128+24.0% | Added |
| TSG Consumer Partners LP | 5,217,969 | $167.1M | 31.76% | +20.0% | Added |
| Baillie Gifford & Co | 7,007,836 | $224.5M | 0.17% | +7,007,836 | New |
| Vanguard Group Inc | 10,031,444 | $321.3M | 0.01% | +1,590,141+18.8% | Added |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −1,604,803−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −1,585,159−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,301,486−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −705,950−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −608,339−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −418,601−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −261,352−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −146,434−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −100,052−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −100,048−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −86,469−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −85,533−100.0% | Sold out |
| Renaissance Capital LLC | 0 | $0 | 0.00% | −82,256−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −76,609−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −74,776−100.0% | Sold out |
| Private Wealth Advisors | 0 | $0 | 0.00% | −44,233−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −42,649−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −38,800−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −37,600−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −31,811−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −28,839−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −26,374−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −22,302−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −20,800−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −20,219−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −19,151−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −15,881−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −15,716−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −15,082−100.0% | Sold out |
| Wealth Management Partners, LLC | 0 | $0 | 0.00% | −12,859−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −12,160−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −3,549−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −10,415−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,848−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −9,250−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −9,090−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −7,132−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −6,838−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −6,220−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −5,743−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −5,599−100.0% | Sold out |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −5,352−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |