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