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 |
|---|---|---|---|---|---|
| Neo Ivy Capital Management | 2,718 | $142.0K | 0.03% | +2,718 | New |
| IFP Advisors, Inc | 2,867 | $150.2K | 0.00% | −1,740−37.8% | Reduced |
| Allworth Financial LP | 2,563 | $154.3K | 0.00% | +1,772+224.0% | Added |
| CWM, LLC | 3,601 | $189.0K | 0.00% | +2,051+132.3% | Added |
| State of Wyoming | 3,748 | $196.3K | 0.03% | +3,748 | New |
| MetLife Investment Management | 3,821 | $200.1K | 0.00% | −57−1.5% | Reduced |
| Bridges Investment Management Inc | 3,824 | $200.3K | 0.00% | +3,824 | New |
| TownSquare Capital, LLC | 3,825 | $200.4K | 0.00% | +3,825 | New |
| Pathstone Holdings, LLC | 3,842 | $201.2K | 0.00% | +3,842 | New |
| Accredited Investors Inc. | 3,947 | $206.7K | 0.01% | +3,947 | New |
| Scientech Research LLC | 4,036 | $211.4K | 0.06% | −29,958−88.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,245 | $222.4K | 0.03% | −179−4.0% | Reduced |
| KBC Group NV | 4,440 | $233.0K | 0.00% | +1,415+46.8% | Added |
| Valeo Financial Advisors, LLC | 4,607 | $241.3K | 0.01% | +4,607 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,610 | $241.5K | 0.01% | +4,610 | New |
| Radnor Capital Management, LLC | 4,640 | $243.0K | 0.04% | +4,640 | New |
| AdvisorShares Investments LLC | 4,652 | $243.7K | 0.05% | +594+14.6% | Added |
| Covestor Ltd | 4,659 | $244.0K | 0.15% | +996+27.2% | Added |
| Sterling Capital Management LLC | 4,661 | $244.1K | 0.00% | +1,476+46.3% | Added |
| Argent Trust Co | 4,695 | $245.9K | 0.01% | +4,695 | New |
| First Hawaiian Bank | 4,698 | $246.1K | 0.01% | −1,710−26.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,700 | $246.2K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 4,966 | $260.1K | 0.00% | −1,562−23.9% | Reduced |
| Beck Bode, LLC | 5,000 | $261.9K | 0.05% | −20,002−80.0% | Reduced |
| AlphaCore Capital LLC | 5,000 | $261.9K | 0.06% | +5,000 | New |
| My Legacy Advisors, LLC | 4,451 | $262.1K | 0.10% | +4,451 | New |
| Colony Group, LLC | 5,013 | $262.6K | 0.00% | +5,013 | New |
| Wealth Enhancement Advisory Services, LLC | 5,102 | $267.2K | 0.00% | +5,102 | New |
| Maryland State Retirement & Pension System | 5,234 | $274.2K | 0.01% | +5,234 | New |
| Ocean Capital Management, LLC | 5,289 | $277.0K | 0.06% | +5,289 | New |
| Wrapmanager Inc | 5,333 | $279.3K | 0.07% | −2,832−34.7% | Reduced |
| Mercer Global Advisors Inc | 5,354 | $280.4K | 0.00% | +5,354 | New |
| Tower Research Capital LLC (TRC) | 5,361 | $280.8K | 0.01% | −7,473−58.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,374 | $281.5K | 0.02% | +5,374 | New |
| The PNC Financial Services Group, Inc. | 5,377 | $281.6K | 0.00% | −63−1.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,400 | $282.9K | 0.01% | +5,400 | New |
| Triton Wealth Management, PLLC | 8,070 | $284.4K | 0.15% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 5,494 | $287.8K | 0.03% | +5,494 | New |
| Centiva Capital, LP | 5,629 | $294.8K | 0.01% | +5,629 | New |
| M&T Bank Corp | 5,633 | $295.1K | 0.00% | −7,984−58.6% | Reduced |
| Sigma Planning Corp | 5,661 | $296.5K | 0.01% | +5,661 | New |
| Diligent Investors, LLC | 5,724 | $299.8K | 0.07% | +5,724 | New |
| Counterpoint Mutual Funds LLC | 5,735 | $300.4K | 0.04% | +5,735 | New |
| Ferguson Wellman Capital Management, Inc | 5,800 | $303.8K | 0.01% | +5,800 | New |
| Watts Gwilliam & Co., LLC | 5,281 | $303.8K | 0.06% | +5,281 | New |
| Sittner & Nelson, LLC | 5,865 | $307.2K | 0.13% | +400+7.3% | Added |
| CWC Advisors, LLC. | 5,870 | $307.5K | 0.31% | +5,870 | New |
| Utah Retirement Systems | 5,900 | $309.0K | 0.00% | +5,900 | New |
| Oak Thistle LLC | 5,938 | $311.0K | 0.09% | −8,461−58.8% | Reduced |
| Keebeck Alpha, LP | 6,192 | $324.3K | 0.34% | −6,987−53.0% | Reduced |
| RiverPark Advisors, LLC | 6,207 | $325.1K | 0.26% | +2,094+50.9% | Added |
| Public Employees Retirement Association of Colorado | 6,230 | $326.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,268 | $328.0K | 0.00% | +220+3.6% | Added |
| Farther Finance Advisors, LLC | 6,300 | $330.0K | 0.01% | −544−7.9% | Reduced |
| Cypress Advisory Group LLC | 6,305 | $330.3K | 0.30% | +6,305 | New |
| Jaffetilchin Investment Partners, LLC | 6,340 | $332.1K | 0.02% | −52−0.8% | Reduced |
| Ieq Capital, LLC | 6,616 | $346.5K | 0.00% | +6,616 | New |
| Richards, Merrill & Peterson, Inc. | 6,719 | $351.9K | 0.18% | +6,719 | New |
| Level Four Advisory Services, LLC | 6,793 | $355.8K | 0.01% | +392+6.1% | Added |
| Cannon Global Investment Management, LLC | 7,000 | $366.7K | 0.91% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 7,068 | $370.2K | 0.02% | −5,241−42.6% | Reduced |
| RPG Investment Advisory, LLC | 7,090 | $371.4K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,387 | $386.9K | 0.00% | +342+4.9% | Added |
| Boothbay Fund Management, LLC | 7,488 | $392.2K | 0.01% | −6,734−47.3% | Reduced |
| Equitable Trust Co | 7,649 | $400.7K | 0.02% | +7,649 | New |
| Bullseye Asset Management LLC | 8,000 | $419.0K | 0.20% | 00.0% | Unchanged |
| US Bancorp | 8,043 | $421.3K | 0.00% | −3,181−28.3% | Reduced |
| Crestline Management, LP | 8,200 | $429.5K | 0.01% | +8,200 | New |
| Stratos Wealth Partners, LTD. | 8,219 | $430.5K | 0.01% | −2,482−23.2% | Reduced |
| Bayforest Capital Ltd | 8,397 | $439.8K | 0.55% | +8,397 | New |
| U.S. Capital Wealth Advisors, LLC | 8,400 | $440.0K | 0.01% | −2,700−24.3% | Reduced |
| Tudor Investment Corp Et Al | 8,404 | $440.2K | 0.00% | −30,275−78.3% | Reduced |
| Alpha DNA Investment Management LLC | 8,615 | $451.3K | 0.25% | +8,615 | New |
| Xponance, Inc. | 8,779 | $459.8K | 0.00% | +1,175+15.5% | Added |
| Virtu Financial LLC | 9,210 | $482.0K | 0.03% | −8,676−48.5% | Reduced |
| Gotham Asset Management, LLC | 9,264 | $485.2K | 0.00% | +9,264 | New |
| Chicago Partners Investment Group LLC | 8,659 | $486.6K | 0.02% | +52+0.6% | Added |
| Fieldview Capital Management, LLC | 9,295 | $486.9K | 0.08% | +9,295 | New |
| Prosperity Wealth Management, Inc. | 9,585 | $502.1K | 0.21% | +435+4.8% | Added |
| EntryPoint Capital, LLC | 9,804 | $513.5K | 0.22% | −4,966−33.6% | Reduced |
| Qsemble Capital Management, LP | 9,884 | $517.7K | 0.07% | −23,135−70.1% | Reduced |
| Hexagon Capital Partners LLC | 10,020 | $524.8K | 0.10% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 10,100 | $529.0K | 0.07% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 10,300 | $539.5K | 0.52% | +10,300 | New |
| Bridgefront Capital, LLC | 10,525 | $551.3K | 0.19% | −14,504−57.9% | Reduced |
| Keudell/Morrison Wealth Management | 10,691 | $560.0K | 0.15% | −345−3.1% | Reduced |
| Camelot Portfolios, LLC | 10,700 | $560.5K | 0.60% | −800−7.0% | Reduced |
| Fifth Third Bancorp | 10,725 | $561.8K | 0.00% | +16+0.1% | Added |
| TCG Advisory Services, LLC | 11,000 | $576.2K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 11,097 | $581.3K | 0.00% | −1,543−12.2% | Reduced |
| Hedges Asset Management LLC | 11,100 | $581.4K | 0.38% | −300−2.6% | Reduced |
| Wedbush Securities Inc | 11,127 | $583.0K | 0.02% | −4,239−27.6% | Reduced |
| Creative Planning | 11,162 | $584.7K | 0.00% | −1,289−10.4% | Reduced |
| Van Hulzen Asset Management, LLC | 11,170 | $585.1K | 0.04% | −1,200−9.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,427 | $599.0K | 0.10% | −44,339−79.5% | Reduced |
| One Day In July LLC | 11,500 | $602.4K | 0.06% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 11,688 | $612.2K | 0.02% | −7,842−40.2% | Reduced |
| Axq Capital, LP | 11,751 | $615.5K | 0.28% | +11,751 | New |
| Becker Capital Management Inc | 12,264 | $642.4K | 0.02% | +3,510+40.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 12,971 | $679.4K | 0.33% | 00.0% | Unchanged |