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, Q3 2025
Institutional positions in Dutch Bros Inc. as of Sep 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
- 450
- −34 vs. Q2 2025
- Shares held
- 114.4M
- +10.0M (+9.6%) vs. Q2 2025
- Total value
- $5.98B
- −$1.15B (−16.1%) vs. Q2 2025
- New holders
- 62
- 191 more added
- Sold out
- 96
- 129 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 3 | $0 | 0.00% | +3 | New |
| Cloud Capital Management, LLC | 9 | $0 | 0.00% | +9 | New |
| Essential Partners LLC | 1 | $52 | 0.00% | −2,695−100.0% | Reduced |
| Global Wealth Strategies & Associates | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $52 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $53 | 0.00% | −21−95.5% | Reduced |
| MV Capital Management, Inc. | 1 | $53 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2 | $105 | 0.00% | +2 | New |
| Tortoise Investment Management, LLC | 2 | $105 | 0.00% | +2 | New |
| Golden State Wealth Management, LLC | 2 | $105 | 0.00% | +2 | New |
| LRI Investments, LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $158 | 0.00% | −1−25.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $209 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $210 | 0.00% | −466−99.1% | Reduced |
| SJS Investment Consulting Inc. | 4 | $210 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $210 | 0.00% | +2+100.0% | Added |
| REAP Financial Group, LLC | 5 | $262 | 0.00% | −5−50.0% | Reduced |
| Anfield Capital Management, LLC | 5 | $262 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $262 | 0.00% | +5 | New |
| Cromwell Holdings LLC | 6 | $315 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $431 | 0.00% | −1−14.3% | Reduced |
| GGM Financials LLC | 9 | $471 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $523 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $523 | 0.00% | +2+25.0% | Added |
| Horizon Investments, LLC | 12 | $628 | 0.00% | +3+33.3% | Added |
| TD Private Client Wealth LLC | 25 | $1.31K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $1.57K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $1.57K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 30 | $2.00K | 0.00% | −25−45.5% | Reduced |
| Hantz Financial Services, Inc. | 29 | $2.00K | 0.00% | +11+61.1% | Added |
| Pacific Center for Financial Services | 41 | $2.15K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 43 | $2.25K | 0.00% | +43 | New |
| TD Waterhouse Canada Inc. | 45 | $2.32K | 0.00% | −100,516−100.0% | Reduced |
| JFS Wealth Advisors, LLC | 46 | $2.41K | 0.00% | +24+109.1% | Added |
| Atlantic Trust, LLC | 48 | $2.51K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $2.62K | 0.00% | −14,358−99.7% | Reduced |
| NBT Bank N A | 52 | $2.62K | 0.00% | +2+4.0% | Added |
| Trust Co of Toledo NA | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $2.62K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $2.62K | 0.00% | +40+400.0% | Added |
| Massmutual Trust Co FSB | 54 | $2.83K | 0.00% | +18+50.0% | Added |
| McIlrath & Eck, LLC | 55 | $2.88K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 63 | $3.00K | 0.00% | +11+21.2% | Added |
| Coston, McIsaac & Partners | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 80 | $4.19K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 98 | $5.13K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 100 | $5.23K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 100 | $5.23K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $5.23K | 0.00% | +100 | New |
| Seneschal Advisors, LLC | 100 | $5.23K | 0.00% | +100 | New |
| Assetmark, Inc | 108 | $5.65K | 0.00% | +11+11.3% | Added |
| Harbour Investments, Inc. | 111 | $5.81K | 0.00% | +1+0.9% | Added |
| Rakuten Securities, Inc. | 121 | $6.33K | 0.00% | −326−72.9% | Reduced |
| Versant Capital Management, Inc | 123 | $6.44K | 0.00% | −496−80.1% | Reduced |
| Root Financial Partners, LLC | 127 | $6.65K | 0.00% | +127 | New |
| MRP Capital Investments, LLC | 100 | $6.84K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 151 | $7.90K | 0.00% | −285−65.4% | Reduced |
| CoreCap Advisors, LLC | 160 | $8.37K | 0.00% | −541−77.2% | Reduced |
| Geneos Wealth Management Inc. | 167 | $8.74K | 0.00% | −2,534−93.8% | Reduced |
| Sterling Capital Management LLC | 178 | $9.32K | 0.00% | +3+1.7% | Added |
| Huntington National Bank | 179 | $9.37K | 0.00% | +10+5.9% | Added |
| Matrix Trust Co | 189 | $10.0K | 0.00% | −40−17.5% | Reduced |
| Albion Financial Group | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 202 | $10.6K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 204 | $10.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 216 | $11.3K | 0.00% | +120+125.0% | Added |
| MCF Advisors LLC | 228 | $11.9K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 250 | $13.1K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 265 | $13.9K | 0.00% | −36,710−99.3% | Reduced |
| Valley National Advisers Inc | 283 | $14.0K | 0.00% | −40−12.4% | Reduced |
| Smartleaf Asset Management LLC | 277 | $14.6K | 0.00% | +10+3.7% | Added |
| Quadrant Capital Group LLC | 291 | $15.2K | 0.00% | +291 | New |
| WFA of San Diego, LLC | 300 | $15.7K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 309 | $16.0K | 0.00% | −16−4.9% | Reduced |
| Quarry LP | 327 | $17.1K | 0.00% | −2,032−86.1% | Reduced |
| Ameriflex Group, Inc. | 330 | $17.3K | 0.01% | +330 | New |
| 1620 Investment Advisors, Inc. | 346 | $18.1K | 0.01% | +343+11,433.3% | Added |
| Meeder Asset Management Inc | 362 | $18.9K | 0.00% | +297+456.9% | Added |
| Wealthspire Advisors, LLC | 369 | $19.3K | 0.00% | +369 | New |
| Strategic Wealth Partners, Ltd. | 400 | $20.9K | 0.00% | −234−36.9% | Reduced |
| Park Place Capital Corp | 415 | $21.7K | 0.00% | +415 | New |
| GW&K Investment Management, LLC | 481 | $25.0K | 0.00% | +110+29.6% | Added |
| Principal Securities, Inc. | 579 | $30.3K | 0.00% | −68−10.5% | Reduced |
| SBI Securities Co., Ltd. | 649 | $34.0K | 0.00% | −40−5.8% | Reduced |
| Wolff Wiese Magana LLC | 676 | $35.4K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 686 | $35.9K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,249 | $38.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 741 | $38.8K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 786 | $41.1K | 0.03% | −40−4.8% | Reduced |
| Fortitude Family Office, LLC | 793 | $41.5K | 0.01% | +6+0.8% | Added |
| Hollencrest Capital Management | 797 | $41.7K | 0.00% | −99−11.0% | Reduced |
| Bernard Wealth Management Corp. | 815 | $42.7K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 834 | $43.7K | 0.00% | +485+139.0% | Added |
| Caitlin John, LLC | 835 | $43.7K | 0.03% | +835 | New |
| GAMMA Investing LLC | 856 | $44.8K | 0.00% | +205+31.5% | Added |