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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.

Q1 2025 vs. Q4 2024

How the institutions holding Dutch Bros Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of BROS: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders4006466+72
Shares101.2M278.3K101.8M+896.8K (+0.9%)
Value$5.30B$14.4M$6.28B+$991.8M (+18.7%)

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (112)

Institutions that held Dutch Bros Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 112 by value.

Institutions new to BROS in Q1 2025
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC2,149,947$132.7M0.33%
Voloridge Investment Management, LLC542,212$33.5M0.12%
Jane Street Group, LLC410,480$25.3M0.05%
Nuveen, LLC328,779$20.3M0.01%
Aperture Investors, LLC291,916$18.0M2.74%
California Public Employees Retirement System160,198$9.89M0.01%
Two Sigma Advisers, LP146,400$9.04M0.02%
Whittier Trust Co118,002$7.29M0.10%
Berkshire Capital Holdings Inc104,280$6.44M3.08%
Nomura Holdings Inc100,058$6.18M0.03%
TD Waterhouse Canada Inc.99,897$6.12M0.05%
EAM Global Investors LLC84,405$5.21M1.42%
Magnetar Financial LLC81,551$5.03M0.07%
Quadrature Capital Ltd75,837$4.69M0.10%
Twin Tree Management, LP66,803$4.12M0.09%
VestGen Advisors, LLC60,687$3.75M0.17%
Whittier Trust Co of Nevada Inc59,748$3.69M0.09%
Toroso Investments, LLC28,946$1.79M0.02%
Intech Investment Management LLC28,918$1.79M0.02%
Cerity Partners LLC27,337$1.69M0.00%
Highland Capital Management, LLC26,915$1.66M0.10%
Gilder Gagnon Howe & Co LLC26,745$1.65M0.02%
CenterBook Partners LP22,382$1.38M0.09%
Redwood Investment Management, LLC21,174$1.31M0.14%
Twinbeech Capital LP20,981$1.30M0.02%
Semanteon Capital Management, LP20,824$1.29M0.70%
Price Capital Management, Inc.20,770$1.28M3.23%
Franklin Resources Inc20,407$1.26M0.00%
National Bank of Canada19,622$1.21M0.00%
Virginia Retirement Systems Et Al19,300$1.19M0.01%
Teacher Retirement System of Texas18,526$1.14M0.00%
Bridgeway Capital Management, LLC16,500$1.02M0.03%
Polar Asset Management Partners Inc.16,300$1.01M0.03%
Private Advisory Group LLC14,744$910.3K0.10%
Prudential Financial Inc18,745$887.7K0.00%
Illinois Municipal Retirement Fund12,566$775.8K0.01%
Lisanti Capital Growth, LLC12,275$757.9K0.23%
Monetta Financial Services Inc12,000$740.9K0.66%
J. Safra Sarasin Holding AG9,992$616.9K0.01%
Polymer Capital Management (US) LLC9,531$588.4K0.18%
Sierra Summit Advisors LLC8,906$549.9K0.12%
Entropy Technologies, LP8,772$541.6K0.05%
Pinnacle Wealth Management, LLC8,659$534.6K0.60%
Allianz Asset Management GmbH8,500$524.8K0.00%
Summit X, LLC8,367$516.6K0.11%
Oxford Asset Management LLP8,241$508.8K0.23%
Voleon Capital Management LP7,880$486.5K0.04%
Captrust Financial Advisors7,400$456.9K0.00%
Bank of Montreal7,027$433.8K0.00%
Lido Advisors, LLC6,941$428.5K0.00%
Prime Capital Investment Advisors, LLC6,877$424.6K0.00%
Nisa Investment Advisors, LLC6,748$416.6K0.00%
West Michigan Advisors, LLC6,496$401.1K0.13%
111 Capital6,444$397.9K0.08%
HSBC Holdings PLC5,931$364.7K0.00%
Pallas Capital Advisors LLC5,885$363.3K0.02%
Calamos Advisors LLC5,866$362.2K0.00%
Merit Financial Group, LLC5,818$359.2K0.01%
Forum Financial Management, LP5,465$337.4K0.01%
Catalyst Funds Management Pty Ltd5,200$321.0K0.08%
Integrated Wealth Concepts LLC5,149$317.9K0.00%
Lecap Asset Management Ltd5,066$312.8K0.07%
Wedmont Private Capital5,315$306.2K0.02%
Quantinno Capital Management LP4,741$292.7K0.00%
Verdence Capital Advisors LLC4,237$261.6K0.02%
Y-Intercept (Hong Kong) Ltd3,995$246.7K0.02%
Mirae Asset Global Investments Co., Ltd.3,762$235.2K0.00%
Brinker Capital Investments, LLC3,496$215.8K0.00%
Orion Portfolio Solutions, LLC3,496$215.8K0.00%
Van Eck Associates Corp3,398$210.0K0.00%
Everence Capital Management Inc3,370$208.0K0.01%
PFG Advisors3,261$201.3K0.01%
Coldstream Capital Management Inc2,296$141.8K0.00%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2,000$123.5K0.06%
Stone House Investment Management, LLC873$53.9K0.01%
Point72 Asia (Singapore) Pte. Ltd.630$38.9K0.01%
Cullen/Frost Bankers, Inc.500$30.9K0.00%
AdvisorNet Financial, Inc500$30.9K0.00%
Mather Group, LLC.344$21.2K0.00%
Harvest Fund Management Co., Ltd341$21.0K0.00%
FNY Investment Advisers, LLC311$19.0K0.01%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.260$16.1K0.00%
Matrix Trust Co237$15.0K0.00%
Smartleaf Asset Management LLC225$14.1K0.00%
Columbia River Financial Group, LLC215$13.0K0.01%
Brown Brothers Harriman & Co187$11.5K0.00%
GHP Investment Advisors, Inc.124$7.66K0.00%
Skopos Labs, Inc.123$7.59K0.00%
CX Institutional100$6.00K0.00%
Hopwood Financial Services, Inc.75$4.63K0.00%
Boston Private Wealth LLC67$4.14K0.00%
Capital Analysts, LLC72$4.00K0.00%
Atlantic Trust, LLC64$3.95K0.00%
Meeder Asset Management Inc54$3.33K0.00%
Cape Investment Advisory, Inc.42$2.59K0.00%
Sawyer & Company, Inc20$1.00K0.00%
UMA Financial Services, Inc.15$9270.00%
Activest Wealth Management13$8030.00%
Kiker Wealth Management, LLC13$8030.00%
SRS Capital Advisors, Inc.12$7410.00%

Sold out (40)

Institutions that held Dutch Bros Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of BROS in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
William Blair Investment Management, LLC392,513$20.6M
Artisan Partners Limited Partnership358,799$18.8M
Revere Asset Management, Inc73,675$3.86M
NWK Group, Inc.69,952$3.66M
Bayesian Capital Management, LP67,301$3.53M
Natixis59,556$3.12M
Healthcare of Ontario Pension Plan Trust Fund59,100$3.10M
Simplex Trading, LLC51,950$2.72M
Los Angeles Capital Management LLC34,665$1.82M
Legacy Capital Group California, Inc.23,744$1.24M
B. Metzler seel. Sohn & Co. AG23,650$1.24M
Taika Capital, LP14,243$746.0K
Fieldview Capital Management, LLC9,295$486.9K
Alpha DNA Investment Management LLC8,615$451.3K
U.S. Capital Wealth Advisors, LLC8,400$440.0K
Crestline Management, LP8,200$429.5K
Cannon Global Investment Management, LLC7,000$366.7K
Cypress Advisory Group LLC6,305$330.3K
Keebeck Alpha, LP6,192$324.3K
Stephens Inc4,966$260.1K
First Hawaiian Bank4,698$246.1K
Argent Trust Co4,695$245.9K
Scientech Research LLC4,036$211.4K
Pathstone Holdings, LLC3,842$201.2K
Bridges Investment Management Inc3,824$200.3K
Neo Ivy Capital Management2,718$142.0K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,213$63.5K
Oarsman Capital, Inc.1,000$52.4K
ORG Partners LLC750$39.3K
Proequities, Inc.600$36.1K
Coppell Advisory Solutions LLC517$27.2K
Vista Private Wealth Partners. LLC475$24.9K
R Squared Ltd470$24.6K
Sugar Maple Asset Management, LLC255$13.4K
Synergy Financial Management, LLC236$7.56K
Decker Retirement Planning Inc.84$4.40K
GeoWealth Management, LLC73$3.82K
Golden State Wealth Management, LLC52$2.72K
Venturi Wealth Management, LLC45$2.36K
Colonial Trust Co34$1.78K

Not filed for Q1 2025 yet (6)

Institutions that held Dutch Bros Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BROS in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC251,153$13.2M
Arrowroot Family Office, LLC16,992$890.0K
Triton Wealth Management, PLLC8,070$284.4K
Global Retirement Partners, LLC2,012$105.4K
Legacy Investment Solutions, LLC80$5.34K
WR Wealth Planners, LLC15$786