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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 689 | $47.1K | 0.00% | −410−37.3% | Reduced |
| BFSG, LLC | 686 | $46.9K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 676 | $46.2K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 651 | $44.5K | 0.00% | −170−20.7% | Reduced |
| Principal Securities, Inc. | 647 | $44.2K | 0.00% | +367+131.1% | Added |
| Strategic Wealth Partners, Ltd. | 634 | $43.3K | 0.00% | +634 | New |
| Versant Capital Management, Inc | 619 | $42.3K | 0.01% | +614+12,280.0% | Added |
| Kiker Wealth Management, LLC | 588 | $40.2K | 0.02% | +575+4,423.1% | Added |
| DekaBank Deutsche Girozentrale | 1,249 | $38.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 525 | $35.9K | 0.00% | +25+5.0% | Added |
| Cullen/Frost Bankers, Inc. | 500 | $34.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 470 | $32.1K | 0.00% | −338−41.8% | Reduced |
| Rakuten Securities, Inc. | 447 | $30.6K | 0.01% | +379+557.4% | Added |
| EverSource Wealth Advisors, LLC | 436 | $29.8K | 0.00% | +113+35.0% | Added |
| Osterweis Capital Management Inc | 396 | $27.1K | 0.00% | +396 | New |
| GW&K Investment Management, LLC | 371 | $25.0K | 0.00% | +371 | New |
| MAI Capital Management | 349 | $23.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 330 | $22.6K | 0.00% | +330 | 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 |
| WFA of San Diego, LLC | 300 | $20.5K | 0.02% | +300 | New |
| Smartleaf Asset Management LLC | 267 | $18.5K | 0.00% | +42+18.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 260 | $17.8K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 250 | $17.1K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 229 | $16.0K | 0.00% | −8−3.4% | Reduced |
| MCF Advisors LLC | 228 | $15.6K | 0.00% | +31+15.7% | Added |
| Nemes Rush Group LLC | 212 | $14.5K | 0.00% | +212 | New |
| Skopos Labs, Inc. | 207 | $14.2K | 0.00% | +84+68.3% | Added |
| Arcadia Investment Advisors LLC | 204 | $13.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 202 | $13.8K | 0.00% | +2+1.0% | Added |
| Rosenberg Matthew Hamilton | 202 | $13.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sterling Capital Management LLC | 175 | $12.0K | 0.00% | −3,671−95.4% | Reduced |
| Huntington National Bank | 169 | $11.6K | 0.00% | +86+103.6% | Added |
| Harbour Investments, Inc. | 110 | $7.52K | 0.00% | −288−72.4% | Reduced |
| Total Investment Management Inc | 106 | $7.25K | 0.00% | +106 | New |
| CX Institutional | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $6.84K | 0.00% | +100 | New |
| 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 |
| CGC Financial Services, LLC | 98 | $6.70K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 97 | $6.63K | 0.00% | +97 | New |
| Signaturefd, LLC | 96 | $6.56K | 0.00% | −49−33.8% | Reduced |
| Coston, McIsaac & Partners | 90 | $6.00K | 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 |
| First Horizon Advisors, Inc. | 74 | $5.06K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 65 | $4.44K | 0.00% | +11+20.4% | Added |
| Sawyer & Company, Inc | 55 | $3.95K | 0.00% | +35+175.0% | Added |
| McIlrath & Eck, LLC | 55 | $3.76K | 0.00% | +55 | New |
| 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 |
| Atlas Capital Advisors LLC | 49 | $3.35K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 48 | $3.28K | 0.00% | −16−25.0% | Reduced |
| Hemington Wealth Management | 52 | $3.00K | 0.00% | +23+79.3% | Added |
| Cape Investment Advisory, Inc. | 42 | $2.87K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 41 | $2.80K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 36 | $2.46K | 0.00% | −8−18.2% | Reduced |
| Stephens Consulting, LLC | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 30 | $2.05K | 0.00% | +30 | New |
| St. Johns Investment Management Company, LLC | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $1.71K | 0.00% | −46−64.8% | Reduced |
| 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 |
| Hantz Financial Services, Inc. | 18 | $1.00K | 0.00% | +14+350.0% | Added |
| SRS Capital Advisors, Inc. | 12 | $821 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $747 | 0.00% | +13 | 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 |
| Horizon Investments, LLC | 9 | $615 | 0.00% | +9 | New |
| Activest Wealth Management | 8 | $547 | 0.00% | −5−38.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $479 | 0.00% | −2−22.2% | Reduced |
| Cromwell Holdings LLC | 6 | $410 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $342 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $274 | 0.00% | −3−42.9% | Reduced |
| Manchester Capital Management LLC | 4 | $274 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $273 | 0.00% | +3+300.0% | Added |
| 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 |
| Rialto Wealth Management, LLC | 2 | $137 | 0.00% | +2 | New |
| West Oak Capital, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $69 | 0.00% | −1−50.0% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1 | $68 | 0.00% | +1 | New |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −542,212−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −284,233−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −172,905−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −107,859−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −100,058−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −75,837−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −64,138−100.0% | Sold out |