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, Q2 2025
Institutional positions in Dutch Bros Inc. as of Jun 30, 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
- 492
- +28 vs. Q1 2025
- Shares held
- 105.8M
- +4.04M (+4.0%) vs. Q1 2025
- Total value
- $7.23B
- +$951.5M (+15.1%) vs. Q1 2025
- New holders
- 92
- 189 more added
- Sold out
- 64
- 144 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkworth Wealth Management, Inc. | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1 | $68 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $69 | 0.00% | −1−50.0% | Reduced |
| West Oak Capital, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $137 | 0.00% | +2 | New |
| 1620 Investment Advisors, Inc. | 3 | $205 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 3 | $205 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $205 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $273 | 0.00% | +3+300.0% | Added |
| SJS Investment Consulting Inc. | 4 | $274 | 0.00% | −3−42.9% | Reduced |
| Manchester Capital Management LLC | 4 | $274 | 0.00% | +4 | New |
| Anfield Capital Management, LLC | 5 | $342 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $410 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $479 | 0.00% | −2−22.2% | Reduced |
| Activest Wealth Management | 8 | $547 | 0.00% | −5−38.5% | Reduced |
| Horizon Investments, LLC | 9 | $615 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $684 | 0.00% | −104,270−100.0% | Reduced |
| REAP Financial Group, LLC | 10 | $684 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $684 | 0.00% | +3+42.9% | Added |
| Cornerstone Planning Group LLC | 13 | $747 | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 12 | $821 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 18 | $1.00K | 0.00% | +14+350.0% | Added |
| True Wealth Design, LLC | 22 | $1.50K | 0.00% | −410−94.9% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $1.50K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $1.71K | 0.00% | −46−64.8% | Reduced |
| St. Johns Investment Management Company, LLC | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 30 | $2.05K | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 36 | $2.46K | 0.00% | −8−18.2% | Reduced |
| Pacific Center for Financial Services | 41 | $2.80K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 42 | $2.87K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 52 | $3.00K | 0.00% | +23+79.3% | Added |
| Atlantic Trust, LLC | 48 | $3.28K | 0.00% | −16−25.0% | Reduced |
| Atlas Capital Advisors LLC | 49 | $3.35K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $3.42K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $3.42K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 50 | $3.42K | 0.00% | +50 | New |
| McIlrath & Eck, LLC | 55 | $3.76K | 0.00% | +55 | New |
| Sawyer & Company, Inc | 55 | $3.95K | 0.00% | +35+175.0% | Added |
| Meeder Asset Management Inc | 65 | $4.44K | 0.00% | +11+20.4% | Added |
| Wood Tarver Financial Group, LLC | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 74 | $5.06K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 80 | $5.47K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 80 | $5.47K | 0.00% | +80 | New |
| Coston, McIsaac & Partners | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 96 | $6.56K | 0.00% | −49−33.8% | Reduced |
| Assetmark, Inc | 97 | $6.63K | 0.00% | +97 | New |
| CGC Financial Services, LLC | 98 | $6.70K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $6.84K | 0.00% | −575−85.2% | Reduced |
| Palouse Capital Management, Inc. | 100 | $6.84K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $6.84K | 0.00% | +100 | New |
| CX Institutional | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 106 | $7.25K | 0.00% | +106 | New |
| Harbour Investments, Inc. | 110 | $7.52K | 0.00% | −288−72.4% | Reduced |
| Huntington National Bank | 169 | $11.6K | 0.00% | +86+103.6% | Added |
| Sterling Capital Management LLC | 175 | $12.0K | 0.00% | −3,671−95.4% | Reduced |
| Albion Financial Group | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 200 | $13.7K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 200 | $13.7K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 200 | $13.7K | 0.00% | +200 | New |
| Rosenberg Matthew Hamilton | 202 | $13.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 202 | $13.8K | 0.00% | +2+1.0% | Added |
| Arcadia Investment Advisors LLC | 204 | $13.9K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 207 | $14.2K | 0.00% | +84+68.3% | Added |
| Nemes Rush Group LLC | 212 | $14.5K | 0.00% | +212 | New |
| MCF Advisors LLC | 228 | $15.6K | 0.00% | +31+15.7% | Added |
| Matrix Trust Co | 229 | $16.0K | 0.00% | −8−3.4% | Reduced |
| Islay Capital Management, LLC | 250 | $17.1K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 260 | $17.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 267 | $18.5K | 0.00% | +42+18.7% | Added |
| WFA of San Diego, LLC | 300 | $20.5K | 0.02% | +300 | New |
| Valley National Advisers Inc | 323 | $22.0K | 0.00% | −37−10.3% | Reduced |
| Ci Investments Inc. | 325 | $22.0K | 0.00% | −24−6.9% | Reduced |
| Bokf, NA | 330 | $22.6K | 0.00% | +330 | New |
| MAI Capital Management | 349 | $23.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 371 | $25.0K | 0.00% | +371 | New |
| Osterweis Capital Management Inc | 396 | $27.1K | 0.00% | +396 | New |
| EverSource Wealth Advisors, LLC | 436 | $29.8K | 0.00% | +113+35.0% | Added |
| Rakuten Securities, Inc. | 447 | $30.6K | 0.01% | +379+557.4% | Added |
| Clearstead Advisors, LLC | 470 | $32.1K | 0.00% | −338−41.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 500 | $34.2K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 525 | $35.9K | 0.00% | +25+5.0% | Added |
| DekaBank Deutsche Girozentrale | 1,249 | $38.0K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 588 | $40.2K | 0.02% | +575+4,423.1% | Added |
| Versant Capital Management, Inc | 619 | $42.3K | 0.01% | +614+12,280.0% | Added |
| Strategic Wealth Partners, Ltd. | 634 | $43.3K | 0.00% | +634 | New |
| Principal Securities, Inc. | 647 | $44.2K | 0.00% | +367+131.1% | Added |
| GAMMA Investing LLC | 651 | $44.5K | 0.00% | −170−20.7% | Reduced |
| Wolff Wiese Magana LLC | 676 | $46.2K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 686 | $46.9K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 689 | $47.1K | 0.00% | −410−37.3% | Reduced |
| CoreCap Advisors, LLC | 701 | $47.9K | 0.00% | +676+2,704.0% | Added |
| Cedar Mountain Advisors, LLC | 741 | $50.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 745 | $50.9K | 0.00% | +465+166.1% | Added |
| NBC Securities, Inc. | 771 | $52.0K | 0.00% | −5,212−87.1% | Reduced |
| Fortitude Family Office, LLC | 787 | $53.8K | 0.02% | +12+1.5% | Added |
| Bernard Wealth Management Corp. | 815 | $55.7K | 0.03% | 00.0% | Unchanged |
| Gould Capital, LLC | 826 | $56.5K | 0.04% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 873 | $59.7K | 0.01% | 00.0% | Unchanged |