Skip to main content
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.

Q4 2024 vs. Q3 2024

How the institutions holding Dutch Bros Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of BROS: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders34710400+63
Shares103.1M2.23M101.2M+301.1K (+0.3%)
Value$3.33B$102.1M$5.30B+$2.07B (+64.1%)

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (101)

Institutions that held Dutch Bros Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 101 by value.

Institutions new to BROS in Q4 2024
InstitutionSharesValue% of portfolio
FIL Ltd3,365,745$176.3M0.16%
Raymond James Financial Inc1,803,689$94.5M0.03%
Lord, Abbett & Co. LLC490,757$25.7M0.08%
HRT Financial LP156,331$8.19M0.04%
Universal- Beteiligungs- und Servicegesellschaft mbH108,820$5.70M0.01%
Castleark Management LLC100,560$5.27M0.18%
EAM Investors, LLC98,562$5.16M0.73%
Quantbot Technologies LP90,434$4.74M0.17%
Revere Asset Management, Inc73,675$3.86M3.27%
Bank of Nova Scotia73,449$3.85M0.01%
NWK Group, Inc.69,952$3.66M1.42%
Jain Global LLC69,265$3.63M0.11%
BNP Paribas Arbitrage, SA68,443$3.59M0.00%
Bayesian Capital Management, LP67,301$3.53M0.43%
Hudson Bay Capital Management LP66,964$3.51M0.02%
Natixis59,556$3.12M0.02%
Worldquant Millennium Advisors LLC56,956$2.98M0.02%
SG Americas Securities, LLC51,188$2.68M0.01%
Jefferies Financial Group Inc.49,352$2.59M0.03%
PDT Partners, LLC49,134$2.57M0.23%
ING Groep NV41,400$2.17M0.01%
Police & Firemen's Retirement System of New Jersey39,043$2.05M0.02%
Point72 (DIFC) Ltd36,477$1.91M0.17%
Los Angeles Capital Management LLC34,665$1.82M0.01%
Bryce Point Capital, LLC32,097$1.68M0.49%
Empowered Funds, LLC29,210$1.53M0.02%
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna27,963$1.47M0.58%
Oppenheimer & Co Inc25,996$1.36M0.02%
Greenland Capital Management LP25,017$1.31M0.26%
Scratch Capital LLC24,051$1.26M1.54%
KLP Kapitalforvaltning AS22,700$1.19M0.01%
FORA Capital, LLC20,586$1.08M0.12%
Penserra Capital Management LLC17,307$906.0K0.02%
STRS Ohio16,639$871.6K0.00%
Taika Capital, LP14,243$746.0K0.57%
XTX Topco Ltd13,098$686.1K0.06%
Axq Capital, LP11,751$615.5K0.28%
Yorktown Management & Research Co Inc10,300$539.5K0.52%
Fieldview Capital Management, LLC9,295$486.9K0.08%
Gotham Asset Management, LLC9,264$485.2K0.00%
Alpha DNA Investment Management LLC8,615$451.3K0.25%
Bayforest Capital Ltd8,397$439.8K0.55%
Crestline Management, LP8,200$429.5K0.01%
Equitable Trust Co7,649$400.7K0.02%
Richards, Merrill & Peterson, Inc.6,719$351.9K0.18%
Ieq Capital, LLC6,616$346.5K0.00%
Cypress Advisory Group LLC6,305$330.3K0.30%
Utah Retirement Systems5,900$309.0K0.00%
CWC Advisors, LLC.5,870$307.5K0.31%
Watts Gwilliam & Co., LLC5,281$303.8K0.06%
Ferguson Wellman Capital Management, Inc5,800$303.8K0.01%
Counterpoint Mutual Funds LLC5,735$300.4K0.04%
Diligent Investors, LLC5,724$299.8K0.07%
Sigma Planning Corp5,661$296.5K0.01%
Centiva Capital, LP5,629$294.8K0.01%
Clear Creek Financial Management, LLC5,494$287.8K0.03%
Baltimore-Washington Financial Advisors, Inc.5,400$282.9K0.01%
Moody Lynn & Lieberson, LLC5,374$281.5K0.02%
Mercer Global Advisors Inc5,354$280.4K0.00%
Ocean Capital Management, LLC5,289$277.0K0.06%
Maryland State Retirement & Pension System5,234$274.2K0.01%
Wealth Enhancement Advisory Services, LLC5,102$267.2K0.00%
Colony Group, LLC5,013$262.6K0.00%
My Legacy Advisors, LLC4,451$262.1K0.10%
AlphaCore Capital LLC5,000$261.9K0.06%
Argent Trust Co4,695$245.9K0.01%
Radnor Capital Management, LLC4,640$243.0K0.04%
Obermeyer Wood Investment Counsel, LLLP4,610$241.5K0.01%
Valeo Financial Advisors, LLC4,607$241.3K0.01%
Accredited Investors Inc.3,947$206.7K0.01%
Pathstone Holdings, LLC3,842$201.2K0.00%
TownSquare Capital, LLC3,825$200.4K0.00%
Bridges Investment Management Inc3,824$200.3K0.00%
State of Wyoming3,748$196.3K0.03%
Neo Ivy Capital Management2,718$142.0K0.03%
Caitong International Asset Management Co., Ltd1,998$104.7K0.10%
Copia Wealth Management1,390$72.8K0.07%
Harbor Investment Advisory, LLC1,146$60.0K0.01%
Arcadia Investment Management Corp1,141$59.8K0.01%
SBI Securities Co., Ltd.1,003$52.5K0.00%
Bernard Wealth Management Corp.815$42.7K0.02%
Fortitude Family Office, LLC775$40.6K0.01%
R Squared Ltd470$24.6K0.02%
MAI Capital Management349$18.3K0.00%
Sugar Maple Asset Management, LLC255$13.4K0.01%
Albion Financial Group200$10.5K0.00%
Putney Financial Group LLC200$10.5K0.01%
Synergy Financial Management, LLC236$7.56K0.00%
Larson Financial Group LLC116$6.08K0.00%
Palouse Capital Management, Inc.100$5.24K0.00%
Decker Retirement Planning Inc.84$4.40K0.00%
Wood Tarver Financial Group, LLC84$4.00K0.00%
Golden State Wealth Management, LLC52$2.72K0.00%
Massmutual Trust Co FSB41$2.15K0.00%
Colonial Trust Co34$1.78K0.00%
JFS Wealth Advisors, LLC13$6810.00%
True Wealth Design, LLC13$6810.00%
SJS Investment Consulting Inc.7$3670.00%
DiNuzzo Private Wealth, Inc.3$1580.00%
1620 Investment Advisors, Inc.3$1570.00%

Sold out (38)

Institutions that held Dutch Bros Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of BROS in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Balyasny Asset Management LLC544,682$17.4M
Candlestick Capital Management LP387,386$12.4M
Waratah Capital Advisors Ltd.379,360$12.2M
Twinbeech Capital LP271,338$8.69M
Paloma Partners Management Co230,611$7.39M
Maplelane Capital, LLC189,000$6.05M
LMR Partners LLP122,000$3.91M
Twin Tree Management, LP106,154$3.40M
Rivermont Capital Management LP83,432$2.67M
GTS Securities LLC73,924$2.37M
Polar Asset Management Partners Inc.42,800$1.37M
Jane Street Group, LLC37,319$1.20M
Lighthouse Investment Partners, LLC33,500$1.07M
Symmetry Investments LP29,100$932.1K
IMC-Chicago, LLC20,776$665.5K
Petrus Trust Company, LTA19,896$637.3K
Deerfield Management Company, L.P. (Series C)18,742$600.3K
Bank of Montreal15,705$509.8K
Diversify Wealth Management, LLC10,232$355.7K
Walleye Trading LLC10,398$333.0K
HSBC Holdings PLC7,588$244.2K
Corton Capital Inc.7,304$233.9K
Lombard Odier Asset Management (USA) Corp6,970$223.2K
Clearview Wealth Advisors LLC6,761$216.6K
Catalyst Funds Management Pty Ltd1,500$48.0K
nVerses Capital, LLC1,200$38.4K
Abound Wealth Management950$30.4K
Stone House Investment Management, LLC873$28.0K
Jamison Private Wealth Management, Inc.833$26.7K
Advisors Asset Management, Inc.780$25.0K
Householder Group Estate & Retirement Specialist, LLC602$19.0K
Headlands Technologies LLC402$12.9K
Macroview Investment Management LLC100$3.20K
Financial Network Wealth Advisors LLC100$3.20K
Planned Solutions, Inc.26$833
TD Waterhouse Canada Inc.24$772
Capital Performance Advisors LLP19$621
Sandy Spring Bank10$321

Not filed for Q4 2024 yet (10)

Institutions that held Dutch Bros Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BROS in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Eagle Asset Management Inc2,020,447$95.3M
Raymond James Financial Services Advisors, Inc.95,160$3.05M
Raymond James & Associates62,910$2.02M
B. Metzler seel. Sohn & Co. Holding AG35,018$1.12M
Chartwell Investment Partners, LLC14,742$472.0K
PEAK6 Investments LLC1,933$61.9K
BBJS Financial Advisors, LLC200$6.41K
Northwest Investment Counselors, LLC100$3.20K
FinTrust Capital Advisors, LLC25$801
VitalStone Financial, LLC2$64