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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 12,370 | $396.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12,190 | $395.7K | 0.00% | +8,908+271.4% | Added |
| Procyon Private Wealth Partners, LLC | 12,309 | $394.3K | 0.03% | +6,572+114.6% | 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 |
| Hedges Asset Management LLC | 11,400 | $365.1K | 0.24% | +2,500+28.1% | Added |
| US Bancorp | 11,224 | $359.5K | 0.00% | +922+8.9% | Added |
| Diversify Wealth Management, LLC | 10,232 | $355.7K | 0.03% | +171+1.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,100 | $355.5K | 0.01% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 11,036 | $353.5K | 0.10% | +490+4.6% | Added |
| TCG Advisory Services, LLC | 11,000 | $352.3K | 0.02% | −17,700−61.7% | Reduced |
| Fifth Third Bancorp | 10,709 | $343.0K | 0.00% | −1,775−14.2% | Reduced |
| Stratos Wealth Partners, LTD. | 10,701 | $342.8K | 0.00% | +10,701 | New |
| Walleye Trading LLC | 10,398 | $333.0K | 0.01% | +10,398 | New |
| WoodTrust Financial Corp | 10,100 | $324.0K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10,020 | $320.9K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,607 | $299.2K | 0.01% | −118−1.4% | Reduced |
| Prosperity Wealth Management, Inc. | 9,150 | $293.1K | 0.12% | +1,150+14.4% | Added |
| Becker Capital Management Inc | 8,754 | $280.4K | 0.01% | −980−10.1% | Reduced |
| Wrapmanager Inc | 8,165 | $261.5K | 0.07% | +1,158+16.5% | Added |
| Triton Wealth Management, PLLC | 8,070 | $261.5K | 0.15% | −200−2.4% | Reduced |
| Versor Investments LP | 8,045 | $257.7K | 0.04% | −15,618−66.0% | Reduced |
| Bullseye Asset Management LLC | 8,000 | $256.0K | 0.12% | +2,000+33.3% | Added |
| HSBC Holdings PLC | 7,588 | $244.2K | 0.00% | −7,256−48.9% | Reduced |
| Xponance, Inc. | 7,604 | $243.6K | 0.00% | +631+9.0% | Added |
| Corton Capital Inc. | 7,304 | $233.9K | 0.11% | −5,713−43.9% | Reduced |
| Group One Trading, L.P. | 7,172 | $229.7K | 0.01% | −30,781−81.1% | Reduced |
| RPG Investment Advisory, LLC | 7,090 | $227.1K | 0.03% | +7,090 | New |
| Kestra Advisory Services, LLC | 7,045 | $225.7K | 0.00% | −9,647−57.8% | Reduced |
| Cannon Global Investment Management, LLC | 7,000 | $224.2K | 0.54% | +500+7.7% | Added |
| Lombard Odier Asset Management (USA) Corp | 6,970 | $223.2K | 0.08% | +6,970 | New |
| Farther Finance Advisors, LLC | 6,844 | $219.2K | 0.01% | +544+8.6% | Added |
| Clearview Wealth Advisors LLC | 6,761 | $216.6K | 0.17% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 6,401 | $212.0K | 0.01% | +87+1.4% | Added |
| Stephens Inc | 6,528 | $209.1K | 0.00% | +6,528 | New |
| First Hawaiian Bank | 6,408 | $205.2K | 0.01% | +6,408 | New |
| Jaffetilchin Investment Partners, LLC | 6,392 | $204.7K | 0.02% | −3,140−32.9% | Reduced |
| Public Employees Retirement Association of Colorado | 6,230 | $200.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,061 | $194.1K | 0.00% | −794,224−99.2% | Reduced |
| Amalgamated Bank | 6,048 | $194.0K | 0.00% | +570+10.4% | Added |
| NBC Securities, Inc. | 5,546 | $177.0K | 0.01% | +5,546 | New |
| Sittner & Nelson, LLC | 5,465 | $175.0K | 0.08% | +70+1.3% | Added |
| The PNC Financial Services Group, Inc. | 5,440 | $174.2K | 0.00% | +238+4.6% | Added |
| Newbridge Financial Services Group, Inc. | 4,700 | $150.5K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,607 | $147.6K | 0.01% | +893+24.0% | Added |
| GPS Wealth Strategies Group, LLC | 4,424 | $141.7K | 0.02% | +94+2.2% | Added |
| RiverPark Advisors, LLC | 4,113 | $131.7K | 0.11% | +131+3.3% | Added |
| AdvisorShares Investments LLC | 4,058 | $130.0K | 0.02% | −152−3.6% | Reduced |
| MetLife Investment Management | 3,878 | $124.2K | 0.00% | +562+16.9% | Added |
| Covestor Ltd | 3,663 | $117.0K | 0.07% | +2,859+355.6% | Added |
| Sterling Capital Management LLC | 3,185 | $102.0K | 0.00% | +3,185 | New |
| KBC Group NV | 3,025 | $97.0K | 0.00% | +1,052+53.3% | Added |
| Spire Wealth Management | 2,686 | $86.0K | 0.00% | +1,271+89.8% | Added |
| CIBC Private Wealth Group, LLC | 2,300 | $73.7K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,283 | $73.0K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 2,000 | $64.1K | 0.04% | −3,750−65.2% | Reduced |
| PEAK6 Investments LLC | 1,933 | $61.9K | 0.00% | +1,933 | New |
| Quarry LP | 1,740 | $55.7K | 0.02% | +704+68.0% | Added |
| Aster Capital Management (DIFC) Ltd | 1,683 | $53.9K | 0.01% | +1,683 | New |
| Bryn Mawr Trust Co | 1,564 | $50.1K | 0.00% | +1,564 | New |
| CWM, LLC | 1,550 | $50.0K | 0.00% | −8−0.5% | Reduced |
| 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 |
| Asset Management One Co.,Ltd. | 1,385 | $44.4K | 0.00% | +1,385 | New |
| Global Retirement Partners, LLC | 1,337 | $42.8K | 0.00% | +172+14.8% | Added |
| Corebridge Financial, Inc. | 1,321 | $42.3K | 0.00% | +177+15.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,283 | $41.1K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,200 | $38.4K | 0.02% | +1,200 | New |
| Lindbrook Capital, LLC | 1,166 | $37.3K | 0.00% | +66+6.0% | Added |
| Point72 Hong Kong Ltd | 1,137 | $36.4K | 0.00% | +1,137 | New |
| DekaBank Deutsche Girozentrale | 1,249 | $35.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,091 | $34.9K | 0.01% | 00.0% | Unchanged |
| Amundi | 1,031 | $32.8K | 0.00% | +1,031 | New |
| Oarsman Capital, Inc. | 1,000 | $32.0K | 0.01% | +1,000 | New |
| Abound Wealth Management | 950 | $30.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 914 | $29.3K | 0.00% | +314+52.3% | Added |
| Country Trust Bank | 900 | $28.8K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 873 | $28.0K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 833 | $26.7K | 0.00% | +500+150.2% | Added |
| Allworth Financial LP | 791 | $25.3K | 0.00% | +124+18.6% | Added |
| Advisors Asset Management, Inc. | 780 | $25.0K | 0.00% | −77−9.0% | Reduced |
| Wolff Wiese Magana LLC | 772 | $24.7K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 750 | $24.0K | 0.00% | +350+87.5% | Added |
| 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 |
| Gould Capital, LLC | 686 | $22.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 677 | $21.7K | 0.00% | −110−14.0% | Reduced |
| Northwest Capital Management Inc | 675 | $21.6K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 602 | $19.0K | 0.01% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 575 | $18.4K | 0.01% | −1,275−68.9% | Reduced |
| Parkside Financial Bank & Trust | 507 | $16.2K | 0.00% | −386−43.2% | Reduced |
| Harbour Investments, Inc. | 504 | $16.1K | 0.00% | +300+147.1% | Added |
| Proequities, Inc. | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 500 | $16.0K | 0.00% | +500 | New |
| Continuum Advisory, LLC | 286 | $13.4K | 0.00% | −94−24.7% | Reduced |
| Headlands Technologies LLC | 402 | $12.9K | 0.00% | −2,320−85.2% | Reduced |
| Valley National Advisers Inc | 382 | $12.0K | 0.00% | +37+10.7% | Added |
| Clearstead Advisors, LLC | 296 | $9.48K | 0.00% | +196+196.0% | Added |
| Principal Securities, Inc. | 280 | $8.97K | 0.00% | 00.0% | Unchanged |