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 |
|---|---|---|---|---|---|
| Baltimore-Washington Financial Advisors, Inc. | 5,400 | $333.4K | 0.02% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 5,314 | $328.1K | 0.08% | +25+0.5% | Added |
| Radnor Capital Management, LLC | 5,310 | $328.0K | 0.05% | +670+14.4% | Added |
| Watts Gwilliam & Co., LLC | 5,281 | $326.0K | 0.07% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,234 | $323.1K | 0.01% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,222 | $322.4K | 0.02% | −152−2.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 5,200 | $321.0K | 0.08% | +5,200 | New |
| Integrated Wealth Concepts LLC | 5,149 | $317.9K | 0.00% | +5,149 | New |
| KBC Group NV | 5,137 | $317.0K | 0.00% | +697+15.7% | Added |
| Lecap Asset Management Ltd | 5,066 | $312.8K | 0.07% | +5,066 | New |
| Colony Group, LLC | 5,046 | $311.6K | 0.00% | +33+0.7% | Added |
| Hexagon Capital Partners LLC | 5,010 | $309.3K | 0.06% | −5,010−50.0% | Reduced |
| Beck Bode, LLC | 5,000 | $308.7K | 0.06% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,315 | $306.2K | 0.02% | +5,315 | New |
| Prosperity Wealth Management, Inc. | 4,950 | $305.6K | 0.14% | −4,635−48.4% | Reduced |
| State of Wyoming | 4,864 | $300.3K | 0.04% | +1,116+29.8% | Added |
| CIBC Private Wealth Group, LLC | 5,641 | $296.7K | 0.00% | +3,541+168.6% | Added |
| Quantinno Capital Management LP | 4,741 | $292.7K | 0.00% | +4,741 | New |
| Newbridge Financial Services Group, Inc. | 4,700 | $290.2K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,624 | $285.5K | 0.01% | +17+0.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,610 | $284.6K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 4,551 | $281.0K | 0.02% | −2,517−35.6% | Reduced |
| My Legacy Advisors, LLC | 4,451 | $274.8K | 0.11% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4,325 | $267.0K | 0.20% | +2,327+116.5% | Added |
| Clear Creek Financial Management, LLC | 4,254 | $262.6K | 0.03% | −1,240−22.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,245 | $262.1K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,237 | $261.6K | 0.02% | +4,237 | New |
| EntryPoint Capital, LLC | 4,132 | $255.1K | 0.12% | −5,672−57.9% | Reduced |
| Accredited Investors Inc. | 4,094 | $252.8K | 0.02% | +147+3.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,995 | $246.7K | 0.02% | +3,995 | New |
| 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 |
| MetLife Investment Management | 3,842 | $237.2K | 0.00% | +21+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,762 | $235.2K | 0.00% | +3,762 | New |
| RiverPark Advisors, LLC | 3,785 | $233.7K | 0.18% | −2,422−39.0% | Reduced |
| Wrapmanager Inc | 3,556 | $219.5K | 0.06% | −1,777−33.3% | Reduced |
| 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 |
| Lazard Asset Management LLC | 3,426 | $211.0K | 0.00% | +1,283+59.9% | Added |
| Van Eck Associates Corp | 3,398 | $210.0K | 0.00% | +3,398 | New |
| Everence Capital Management Inc | 3,370 | $208.0K | 0.01% | +3,370 | New |
| Oppenheimer Asset Management Inc. | 3,293 | $203.3K | 0.00% | −33,175−91.0% | Reduced |
| PFG Advisors | 3,261 | $201.3K | 0.01% | +3,261 | New |
| Covestor Ltd | 3,188 | $197.0K | 0.13% | −1,471−31.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,171 | $195.8K | 0.01% | −2,190−40.9% | Reduced |
| IFP Advisors, Inc | 3,022 | $186.6K | 0.01% | +155+5.4% | Added |
| Spire Wealth Management | 2,877 | $177.6K | 0.01% | +2,248+357.4% | Added |
| Geneos Wealth Management Inc. | 2,572 | $158.8K | 0.01% | +2,422+1,614.7% | Added |
| Coldstream Capital Management Inc | 2,296 | $141.8K | 0.00% | +2,296 | New |
| Allworth Financial LP | 2,303 | $141.7K | 0.00% | −260−10.1% | Reduced |
| AdvisorShares Investments LLC | 2,152 | $132.0K | 0.03% | −2,500−53.7% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,000 | $123.5K | 0.06% | +2,000 | New |
| Copia Wealth Management | 1,595 | $98.5K | 0.09% | +205+14.7% | Added |
| Bryn Mawr Trust Co | 1,564 | $96.6K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,500 | $92.6K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,370 | $84.6K | 0.01% | +194+16.5% | Added |
| Avondale Wealth Management | 1,250 | $77.2K | 0.05% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,211 | $74.8K | 0.00% | −44−3.5% | Reduced |
| Asset Management One Co.,Ltd. | 1,184 | $73.1K | 0.00% | −668−36.1% | Reduced |
| Quest Partners LLC | 1,177 | $72.7K | 0.01% | +1,019+644.9% | Added |
| Harbor Investment Advisory, LLC | 1,146 | $70.8K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,141 | $70.4K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,099 | $67.9K | 0.00% | +96+9.6% | Added |
| Hollencrest Capital Management | 1,096 | $67.7K | 0.00% | +192+21.2% | Added |
| Parallel Advisors, LLC | 1,048 | $64.7K | 0.00% | +29+2.8% | Added |
| Northwestern Mutual Wealth Management Co | 908 | $56.1K | 0.00% | −47−4.9% | Reduced |
| Country Trust Bank | 900 | $55.6K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 873 | $53.9K | 0.01% | +873 | New |
| Gould Capital, LLC | 826 | $51.0K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 821 | $50.7K | 0.00% | +378+85.3% | Added |
| Bernard Wealth Management Corp. | 815 | $50.3K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 808 | $49.9K | 0.00% | +478+144.8% | Added |
| Fortitude Family Office, LLC | 775 | $47.8K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 741 | $45.7K | 0.01% | −6−0.8% | Reduced |
| Cedar Mountain Advisors, LLC | 741 | $45.7K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 686 | $42.4K | 0.01% | +18+2.7% | Added |
| DekaBank Deutsche Girozentrale | 1,249 | $42.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 676 | $41.7K | 0.03% | −92−12.0% | Reduced |
| Northwest Capital Management Inc | 675 | $41.7K | 0.02% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 630 | $38.9K | 0.01% | +630 | New |
| Kayne Anderson Rudnick Investment Management LLC | 500 | $30.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 500 | $30.9K | 0.00% | +500 | New |
| AdvisorNet Financial, Inc | 500 | $30.9K | 0.00% | +500 | New |
| True Wealth Design, LLC | 432 | $26.7K | 0.01% | +419+3,223.1% | Added |
| Harbour Investments, Inc. | 398 | $24.6K | 0.00% | −106−21.0% | Reduced |
| Ci Investments Inc. | 349 | $22.0K | 0.00% | −80−18.6% | Reduced |
| Valley National Advisers Inc | 360 | $22.0K | 0.00% | −22−5.8% | Reduced |
| MAI Capital Management | 349 | $21.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 344 | $21.2K | 0.00% | +344 | New |
| Harvest Fund Management Co., Ltd | 341 | $21.0K | 0.00% | +341 | New |
| EverSource Wealth Advisors, LLC | 323 | $19.9K | 0.00% | +235+267.0% | Added |
| FNY Investment Advisers, LLC | 311 | $19.0K | 0.01% | +311 | New |
| Continuum Advisory, LLC | 286 | $17.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 280 | $17.3K | 0.00% | +164+141.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 260 | $16.1K | 0.00% | +260 | New |
| Islay Capital Management, LLC | 250 | $15.4K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 237 | $15.0K | 0.00% | +237 | New |
| Principal Securities, Inc. | 280 | $14.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 225 | $14.1K | 0.00% | +225 | New |
| Columbia River Financial Group, LLC | 215 | $13.0K | 0.01% | +215 | New |