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, Q4 2024
Institutional positions in Dutch Bros Inc. as of Dec 31, 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
- 400
- +63 vs. Q3 2024
- Shares held
- 101.2M
- +301.1K (+0.3%) vs. Q3 2024
- Total value
- $5.30B
- +$2.07B (+64.1%) vs. Q3 2024
- New holders
- 101
- 111 more added
- Sold out
- 38
- 137 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 8 | $0 | 0.00% | +3+60.0% | Added |
| Global Financial Private Client, LLC | 1 | $52 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $53 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 3 | $157 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $158 | 0.00% | +3 | New |
| Anfield Capital Management, LLC | 5 | $262 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $367 | 0.00% | +7 | New |
| NBC Securities, Inc. | 12 | $635 | 0.06% | −5,534−99.8% | Reduced |
| JFS Wealth Advisors, LLC | 13 | $681 | 0.00% | +13 | New |
| True Wealth Design, LLC | 13 | $681 | 0.00% | +13 | New |
| WR Wealth Planners, LLC | 15 | $786 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18 | $943 | 0.00% | +17+1,700.0% | Added |
| TD Private Client Wealth LLC | 25 | $1.31K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $1.57K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $1.57K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $1.78K | 0.00% | +34 | New |
| Pacific Center for Financial Services | 41 | $2.15K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $2.15K | 0.00% | +41 | New |
| Venturi Wealth Management, LLC | 45 | $2.36K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 49 | $2.57K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 52 | $2.72K | 0.00% | +52 | New |
| Signaturefd, LLC | 67 | $3.51K | 0.00% | −143−68.1% | Reduced |
| GWM Advisors LLC | 70 | $3.67K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 73 | $3.82K | 0.00% | +67+1,116.7% | Added |
| First Horizon Advisors, Inc. | 74 | $3.88K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 90 | $4.00K | 0.00% | +38+73.1% | Added |
| Wood Tarver Financial Group, LLC | 84 | $4.00K | 0.00% | +84 | New |
| Decker Retirement Planning Inc. | 84 | $4.40K | 0.00% | +84 | New |
| EverSource Wealth Advisors, LLC | 88 | $4.61K | 0.00% | +15+20.5% | Added |
| Avion Wealth | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 100 | $5.24K | 0.00% | +100 | New |
| Legacy Investment Solutions, LLC | 80 | $5.34K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 80 | $5.34K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 109 | $5.71K | 0.00% | +89+445.0% | Added |
| Larson Financial Group LLC | 116 | $6.08K | 0.00% | +116 | New |
| CGC Financial Services, LLC | 127 | $6.65K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 236 | $7.56K | 0.00% | +236 | New |
| Geneos Wealth Management Inc. | 150 | $7.86K | 0.00% | −100−40.0% | Reduced |
| Quest Partners LLC | 158 | $8.28K | 0.00% | −519−76.7% | Reduced |
| Huntington National Bank | 176 | $9.22K | 0.00% | −4−2.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 178 | $9.32K | 0.00% | −1,505−89.4% | Reduced |
| Danske Bank A/S | 200 | $10.5K | 0.00% | −1,300−86.7% | Reduced |
| American Capital Advisory, LLC | 200 | $10.5K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 200 | $10.5K | 0.00% | +200 | New |
| Putney Financial Group LLC | 200 | $10.5K | 0.01% | +200 | New |
| Rosenberg Matthew Hamilton | 202 | $10.6K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 204 | $10.7K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 250 | $13.1K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 250 | $13.1K | 0.01% | +40+19.0% | Added |
| Sugar Maple Asset Management, LLC | 255 | $13.4K | 0.01% | +255 | New |
| MCF Advisors LLC | 265 | $13.9K | 0.00% | +94+55.0% | Added |
| Principal Securities, Inc. | 280 | $14.7K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 286 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 330 | $17.3K | 0.00% | +34+11.5% | Added |
| MAI Capital Management | 349 | $18.3K | 0.00% | +349 | New |
| Valley National Advisers Inc | 382 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 429 | $22.0K | 0.00% | +258+150.9% | Added |
| Parkside Financial Bank & Trust | 428 | $22.4K | 0.00% | −79−15.6% | Reduced |
| GAMMA Investing LLC | 443 | $23.2K | 0.00% | +220+98.7% | Added |
| R Squared Ltd | 470 | $24.6K | 0.02% | +470 | New |
| Vista Private Wealth Partners. LLC | 475 | $24.9K | 0.01% | −100−17.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 500 | $26.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 504 | $26.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 517 | $27.2K | 0.00% | +447+638.6% | Added |
| Spire Wealth Management | 629 | $32.9K | 0.00% | −2,057−76.6% | Reduced |
| DekaBank Deutsche Girozentrale | 1,249 | $33.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 668 | $35.0K | 0.00% | −30,172−97.8% | Reduced |
| Northwest Capital Management Inc | 675 | $35.4K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 600 | $36.1K | 0.00% | +100+20.0% | Added |
| Cedar Mountain Advisors, LLC | 741 | $38.8K | 0.01% | −350−32.1% | Reduced |
| Quarry LP | 747 | $39.1K | 0.01% | −993−57.1% | Reduced |
| ORG Partners LLC | 750 | $39.3K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 768 | $40.2K | 0.03% | −4−0.5% | Reduced |
| Fortitude Family Office, LLC | 775 | $40.6K | 0.01% | +775 | New |
| Bernard Wealth Management Corp. | 815 | $42.7K | 0.02% | +815 | New |
| Gould Capital, LLC | 826 | $43.3K | 0.03% | +140+20.4% | Added |
| Country Trust Bank | 900 | $47.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 904 | $47.4K | 0.00% | −10−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 955 | $50.0K | 0.00% | +250+35.5% | Added |
| Oarsman Capital, Inc. | 1,000 | $52.4K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,003 | $52.5K | 0.00% | +1,003 | New |
| Parallel Advisors, LLC | 1,019 | $53.4K | 0.00% | +314+44.5% | Added |
| Arcadia Investment Management Corp | 1,141 | $59.8K | 0.01% | +1,141 | New |
| Harbor Investment Advisory, LLC | 1,146 | $60.0K | 0.01% | +1,146 | New |
| Lindbrook Capital, LLC | 1,176 | $61.6K | 0.01% | +10+0.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,213 | $63.5K | 0.00% | −70−5.5% | Reduced |
| Avondale Wealth Management | 1,250 | $65.5K | 0.04% | −750−37.5% | Reduced |
| Corebridge Financial, Inc. | 1,255 | $65.7K | 0.00% | −66−5.0% | Reduced |
| Copia Wealth Management | 1,390 | $72.8K | 0.07% | +1,390 | New |
| Archer Investment Corp | 1,500 | $78.6K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,564 | $81.9K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,852 | $98.8K | 0.00% | +467+33.7% | Added |
| Caitong International Asset Management Co., Ltd | 1,998 | $104.7K | 0.10% | +1,998 | New |
| Global Retirement Partners, LLC | 2,012 | $105.4K | 0.00% | +675+50.5% | Added |
| Lazard Asset Management LLC | 2,143 | $111.0K | 0.00% | −140−6.1% | Reduced |
| CIBC Private Wealth Group, LLC | 2,100 | $118.0K | 0.00% | −200−8.7% | Reduced |