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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 2,100 | $118.0K | 0.00% | −200−8.7% | Reduced |
| Lazard Asset Management LLC | 2,143 | $111.0K | 0.00% | −140−6.1% | Reduced |
| Global Retirement Partners, LLC | 2,012 | $105.4K | 0.00% | +675+50.5% | Added |
| Caitong International Asset Management Co., Ltd | 1,998 | $104.7K | 0.10% | +1,998 | New |
| Asset Management One Co.,Ltd. | 1,852 | $98.8K | 0.00% | +467+33.7% | Added |
| Bryn Mawr Trust Co | 1,564 | $81.9K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,500 | $78.6K | 0.02% | 00.0% | Unchanged |
| Copia Wealth Management | 1,390 | $72.8K | 0.07% | +1,390 | New |
| Corebridge Financial, Inc. | 1,255 | $65.7K | 0.00% | −66−5.0% | Reduced |
| Avondale Wealth Management | 1,250 | $65.5K | 0.04% | −750−37.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,213 | $63.5K | 0.00% | −70−5.5% | Reduced |
| Lindbrook Capital, LLC | 1,176 | $61.6K | 0.01% | +10+0.9% | Added |
| Harbor Investment Advisory, LLC | 1,146 | $60.0K | 0.01% | +1,146 | New |
| Arcadia Investment Management Corp | 1,141 | $59.8K | 0.01% | +1,141 | New |
| Parallel Advisors, LLC | 1,019 | $53.4K | 0.00% | +314+44.5% | Added |
| SBI Securities Co., Ltd. | 1,003 | $52.5K | 0.00% | +1,003 | New |
| Oarsman Capital, Inc. | 1,000 | $52.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 955 | $50.0K | 0.00% | +250+35.5% | Added |
| Hollencrest Capital Management | 904 | $47.4K | 0.00% | −10−1.1% | Reduced |
| Country Trust Bank | 900 | $47.1K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 826 | $43.3K | 0.03% | +140+20.4% | Added |
| Bernard Wealth Management Corp. | 815 | $42.7K | 0.02% | +815 | New |
| Fortitude Family Office, LLC | 775 | $40.6K | 0.01% | +775 | New |
| Wolff Wiese Magana LLC | 768 | $40.2K | 0.03% | −4−0.5% | Reduced |
| ORG Partners LLC | 750 | $39.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 747 | $39.1K | 0.01% | −993−57.1% | Reduced |
| Cedar Mountain Advisors, LLC | 741 | $38.8K | 0.01% | −350−32.1% | Reduced |
| Proequities, Inc. | 600 | $36.1K | 0.00% | +100+20.0% | Added |
| Northwest Capital Management Inc | 675 | $35.4K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 668 | $35.0K | 0.00% | −30,172−97.8% | Reduced |
| DekaBank Deutsche Girozentrale | 1,249 | $33.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 629 | $32.9K | 0.00% | −2,057−76.6% | Reduced |
| Coppell Advisory Solutions LLC | 517 | $27.2K | 0.00% | +447+638.6% | Added |
| Harbour Investments, Inc. | 504 | $26.4K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 500 | $26.2K | 0.00% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 475 | $24.9K | 0.01% | −100−17.4% | Reduced |
| R Squared Ltd | 470 | $24.6K | 0.02% | +470 | New |
| GAMMA Investing LLC | 443 | $23.2K | 0.00% | +220+98.7% | Added |
| Parkside Financial Bank & Trust | 428 | $22.4K | 0.00% | −79−15.6% | Reduced |
| Ci Investments Inc. | 429 | $22.0K | 0.00% | +258+150.9% | Added |
| Valley National Advisers Inc | 382 | $20.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 349 | $18.3K | 0.00% | +349 | New |
| Clearstead Advisors, LLC | 330 | $17.3K | 0.00% | +34+11.5% | Added |
| Continuum Advisory, LLC | 286 | $15.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 280 | $14.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 265 | $13.9K | 0.00% | +94+55.0% | Added |
| Sugar Maple Asset Management, LLC | 255 | $13.4K | 0.01% | +255 | New |
| Islay Capital Management, LLC | 250 | $13.1K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 250 | $13.1K | 0.01% | +40+19.0% | Added |
| Arcadia Investment Advisors LLC | 204 | $10.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 202 | $10.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Aster Capital Management (DIFC) Ltd | 178 | $9.32K | 0.00% | −1,505−89.4% | Reduced |
| Huntington National Bank | 176 | $9.22K | 0.00% | −4−2.2% | Reduced |
| Quest Partners LLC | 158 | $8.28K | 0.00% | −519−76.7% | Reduced |
| Geneos Wealth Management Inc. | 150 | $7.86K | 0.00% | −100−40.0% | Reduced |
| Synergy Financial Management, LLC | 236 | $7.56K | 0.00% | +236 | New |
| CGC Financial Services, LLC | 127 | $6.65K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 116 | $6.08K | 0.00% | +116 | New |
| Quadrant Capital Group LLC | 109 | $5.71K | 0.00% | +89+445.0% | Added |
| Legacy Investment Solutions, LLC | 80 | $5.34K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 80 | $5.34K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 100 | $5.24K | 0.00% | +100 | New |
| Avion Wealth | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 88 | $4.61K | 0.00% | +15+20.5% | Added |
| Decker Retirement Planning Inc. | 84 | $4.40K | 0.00% | +84 | New |
| Coston, McIsaac & Partners | 90 | $4.00K | 0.00% | +38+73.1% | Added |
| Wood Tarver Financial Group, LLC | 84 | $4.00K | 0.00% | +84 | New |
| First Horizon Advisors, Inc. | 74 | $3.88K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 73 | $3.82K | 0.00% | +67+1,116.7% | Added |
| GWM Advisors LLC | 70 | $3.67K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 67 | $3.51K | 0.00% | −143−68.1% | Reduced |
| Golden State Wealth Management, LLC | 52 | $2.72K | 0.00% | +52 | New |
| NBT Bank N A | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 49 | $2.57K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 45 | $2.36K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 41 | $2.15K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $2.15K | 0.00% | +41 | New |
| Colonial Trust Co | 34 | $1.78K | 0.00% | +34 | New |
| Stephens Consulting, LLC | 30 | $1.57K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $1.57K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $1.31K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18 | $943 | 0.00% | +17+1,700.0% | Added |
| WR Wealth Planners, LLC | 15 | $786 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $681 | 0.00% | +13 | New |
| True Wealth Design, LLC | 13 | $681 | 0.00% | +13 | New |
| NBC Securities, Inc. | 12 | $635 | 0.06% | −5,534−99.8% | Reduced |
| SJS Investment Consulting Inc. | 7 | $367 | 0.00% | +7 | New |
| Anfield Capital Management, LLC | 5 | $262 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $158 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 3 | $157 | 0.00% | +3 | New |
| West Oak Capital, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $52 | 0.00% | +1 | New |
| Hemington Wealth Management | 8 | $0 | 0.00% | +3+60.0% | Added |