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, Q1 2025
Institutional positions in Dutch Bros Inc. as of Mar 31, 2025. 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
- 466
- +72 vs. Q4 2024
- Shares held
- 101.8M
- +896.8K (+0.9%) vs. Q4 2024
- Total value
- $6.28B
- +$991.8M (+18.7%) vs. Q4 2024
- New holders
- 112
- 168 more added
- Sold out
- 40
- 128 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 908 | $56.1K | 0.00% | −47−4.9% | Reduced |
| Parallel Advisors, LLC | 1,048 | $64.7K | 0.00% | +29+2.8% | Added |
| Hollencrest Capital Management | 1,096 | $67.7K | 0.00% | +192+21.2% | Added |
| SBI Securities Co., Ltd. | 1,099 | $67.9K | 0.00% | +96+9.6% | Added |
| Arcadia Investment Management Corp | 1,141 | $70.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,146 | $70.8K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 1,177 | $72.7K | 0.01% | +1,019+644.9% | Added |
| Asset Management One Co.,Ltd. | 1,184 | $73.1K | 0.00% | −668−36.1% | Reduced |
| Corebridge Financial, Inc. | 1,211 | $74.8K | 0.00% | −44−3.5% | Reduced |
| Avondale Wealth Management | 1,250 | $77.2K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,370 | $84.6K | 0.01% | +194+16.5% | Added |
| Archer Investment Corp | 1,500 | $92.6K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,564 | $96.6K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 1,595 | $98.5K | 0.09% | +205+14.7% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,000 | $123.5K | 0.06% | +2,000 | New |
| AdvisorShares Investments LLC | 2,152 | $132.0K | 0.03% | −2,500−53.7% | Reduced |
| Allworth Financial LP | 2,303 | $141.7K | 0.00% | −260−10.1% | Reduced |
| Coldstream Capital Management Inc | 2,296 | $141.8K | 0.00% | +2,296 | New |
| Geneos Wealth Management Inc. | 2,572 | $158.8K | 0.01% | +2,422+1,614.7% | Added |
| Spire Wealth Management | 2,877 | $177.6K | 0.01% | +2,248+357.4% | Added |
| IFP Advisors, Inc | 3,022 | $186.6K | 0.01% | +155+5.4% | Added |
| Tower Research Capital LLC (TRC) | 3,171 | $195.8K | 0.01% | −2,190−40.9% | Reduced |
| Covestor Ltd | 3,188 | $197.0K | 0.13% | −1,471−31.6% | Reduced |
| PFG Advisors | 3,261 | $201.3K | 0.01% | +3,261 | New |
| Oppenheimer Asset Management Inc. | 3,293 | $203.3K | 0.00% | −33,175−91.0% | Reduced |
| Everence Capital Management Inc | 3,370 | $208.0K | 0.01% | +3,370 | New |
| Van Eck Associates Corp | 3,398 | $210.0K | 0.00% | +3,398 | New |
| Lazard Asset Management LLC | 3,426 | $211.0K | 0.00% | +1,283+59.9% | Added |
| Brinker Capital Investments, LLC | 3,496 | $215.8K | 0.00% | +3,496 | New |
| Orion Portfolio Solutions, LLC | 3,496 | $215.8K | 0.00% | +3,496 | New |
| Wrapmanager Inc | 3,556 | $219.5K | 0.06% | −1,777−33.3% | Reduced |
| RiverPark Advisors, LLC | 3,785 | $233.7K | 0.18% | −2,422−39.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,762 | $235.2K | 0.00% | +3,762 | New |
| MetLife Investment Management | 3,842 | $237.2K | 0.00% | +21+0.5% | Added |
| Boothbay Fund Management, LLC | 3,846 | $237.5K | 0.01% | −3,642−48.6% | Reduced |
| Sterling Capital Management LLC | 3,846 | $237.5K | 0.00% | −815−17.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,995 | $246.7K | 0.02% | +3,995 | New |
| Accredited Investors Inc. | 4,094 | $252.8K | 0.02% | +147+3.7% | Added |
| EntryPoint Capital, LLC | 4,132 | $255.1K | 0.12% | −5,672−57.9% | Reduced |
| Verdence Capital Advisors LLC | 4,237 | $261.6K | 0.02% | +4,237 | New |
| GPS Wealth Strategies Group, LLC | 4,245 | $262.1K | 0.04% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 4,254 | $262.6K | 0.03% | −1,240−22.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 4,325 | $267.0K | 0.20% | +2,327+116.5% | Added |
| My Legacy Advisors, LLC | 4,451 | $274.8K | 0.11% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,551 | $281.0K | 0.02% | −2,517−35.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,610 | $284.6K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,624 | $285.5K | 0.01% | +17+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 4,700 | $290.2K | 0.07% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,741 | $292.7K | 0.00% | +4,741 | New |
| CIBC Private Wealth Group, LLC | 5,641 | $296.7K | 0.00% | +3,541+168.6% | Added |
| State of Wyoming | 4,864 | $300.3K | 0.04% | +1,116+29.8% | Added |
| Prosperity Wealth Management, Inc. | 4,950 | $305.6K | 0.14% | −4,635−48.4% | Reduced |
| Wedmont Private Capital | 5,315 | $306.2K | 0.02% | +5,315 | New |
| Beck Bode, LLC | 5,000 | $308.7K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5,010 | $309.3K | 0.06% | −5,010−50.0% | Reduced |
| Colony Group, LLC | 5,046 | $311.6K | 0.00% | +33+0.7% | Added |
| Lecap Asset Management Ltd | 5,066 | $312.8K | 0.07% | +5,066 | New |
| KBC Group NV | 5,137 | $317.0K | 0.00% | +697+15.7% | Added |
| Integrated Wealth Concepts LLC | 5,149 | $317.9K | 0.00% | +5,149 | New |
| Catalyst Funds Management Pty Ltd | 5,200 | $321.0K | 0.08% | +5,200 | New |
| Moody Lynn & Lieberson, LLC | 5,222 | $322.4K | 0.02% | −152−2.8% | Reduced |
| Maryland State Retirement & Pension System | 5,234 | $323.1K | 0.01% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 5,281 | $326.0K | 0.07% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 5,310 | $328.0K | 0.05% | +670+14.4% | Added |
| Ocean Capital Management, LLC | 5,314 | $328.1K | 0.08% | +25+0.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,400 | $333.4K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,464 | $337.3K | 0.00% | −5,261−49.1% | Reduced |
| Forum Financial Management, LP | 5,465 | $337.4K | 0.01% | +5,465 | New |
| Sigma Planning Corp | 5,580 | $344.5K | 0.01% | −81−1.4% | Reduced |
| Diligent Investors, LLC | 5,774 | $356.5K | 0.09% | +50+0.9% | Added |
| Merit Financial Group, LLC | 5,818 | $359.2K | 0.01% | +5,818 | New |
| Calamos Advisors LLC | 5,866 | $362.2K | 0.00% | +5,866 | New |
| Pallas Capital Advisors LLC | 5,885 | $363.3K | 0.02% | +5,885 | New |
| Utah Retirement Systems | 5,900 | $364.3K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,931 | $364.7K | 0.00% | +5,931 | New |
| Sittner & Nelson, LLC | 5,965 | $368.3K | 0.16% | +100+1.7% | Added |
| Counterpoint Mutual Funds LLC | 5,973 | $368.8K | 0.05% | +238+4.1% | Added |
| NBC Securities, Inc. | 5,983 | $369.0K | 0.03% | +5,971+49,758.3% | Added |
| AlphaCore Capital LLC | 6,300 | $389.0K | 0.03% | +1,300+26.0% | Added |
| Amalgamated Bank | 6,381 | $394.0K | 0.00% | +113+1.8% | Added |
| 111 Capital | 6,444 | $397.9K | 0.08% | +6,444 | New |
| TownSquare Capital, LLC | 6,456 | $398.6K | 0.00% | +2,631+68.8% | Added |
| Jaffetilchin Investment Partners, LLC | 6,495 | $401.0K | 0.03% | +155+2.4% | Added |
| West Michigan Advisors, LLC | 6,496 | $401.1K | 0.13% | +6,496 | New |
| Richards, Merrill & Peterson, Inc. | 6,719 | $414.8K | 0.22% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,744 | $416.4K | 0.00% | +1,367+25.4% | Added |
| Nisa Investment Advisors, LLC | 6,748 | $416.6K | 0.00% | +6,748 | New |
| Farther Finance Advisors, LLC | 6,858 | $420.7K | 0.01% | +558+8.9% | Added |
| Prime Capital Investment Advisors, LLC | 6,877 | $424.6K | 0.00% | +6,877 | New |
| Equitable Trust Co | 6,937 | $428.3K | 0.02% | −712−9.3% | Reduced |
| Lido Advisors, LLC | 6,941 | $428.5K | 0.00% | +6,941 | New |
| Bank of Montreal | 7,027 | $433.8K | 0.00% | +7,027 | New |
| Van Hulzen Asset Management, LLC | 7,180 | $443.3K | 0.04% | −3,990−35.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 7,350 | $453.8K | 0.01% | +1,550+26.7% | Added |
| Chicago Partners Investment Group LLC | 7,672 | $454.3K | 0.02% | −987−11.4% | Reduced |
| Captrust Financial Advisors | 7,400 | $456.9K | 0.00% | +7,400 | New |
| Level Four Advisory Services, LLC | 7,484 | $462.1K | 0.02% | +691+10.2% | Added |
| Kestra Advisory Services, LLC | 7,603 | $469.4K | 0.00% | +216+2.9% | Added |
| Voleon Capital Management LP | 7,880 | $486.5K | 0.04% | +7,880 | New |
| Stratos Wealth Partners, LTD. | 7,948 | $490.7K | 0.01% | −271−3.3% | Reduced |