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Livermore
Livermore
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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 2026

Institutional positions in Dutch Bros Inc. as of Mar 31, 2026. 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
510
+8 vs. Q4 2025
Shares held
131.9M
+26.0M (+24.5%) vs. Q4 2025
Total value
$6.68B
+$193.4M (+3.0%) vs. Q4 2025
New holders
95
205 more added
Sold out
87
121 more reduced

10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 510 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 120 institutionsQ4 2021: 150 institutionsQ1 2022: 193 institutionsQ2 2022: 186 institutionsQ3 2022: 191 institutionsQ4 2022: 192 institutionsQ1 2023: 187 institutionsQ2 2023: 187 institutionsQ3 2023: 191 institutionsQ4 2023: 232 institutionsQ1 2024: 269 institutionsQ2 2024: 336 institutionsQ3 2024: 347 institutionsQ4 2024: 400 institutionsQ1 2025: 466 institutionsQ2 2025: 492 institutionsQ3 2025: 450 institutionsQ4 2025: 512 institutionsQ1 2026: 510 institutionsQ2 2026: 559 institutions
Value heldQ1 2026: $6.68B
Q1 2021: $0Q2 2021: $0Q3 2021: $723.7MQ4 2021: $4.20BQ1 2022: $4.42BQ2 2022: $2.37BQ3 2022: $2.31BQ4 2022: $2.10BQ1 2023: $2.35BQ2 2023: $2.06BQ3 2023: $2.07BQ4 2023: $2.89BQ1 2024: $3.05BQ2 2024: $4.06BQ3 2024: $3.33BQ4 2024: $5.30BQ1 2025: $6.28BQ2 2025: $7.23BQ3 2025: $5.98BQ4 2025: $7.27BQ1 2026: $6.68BQ2 2026: $9.36B
Institutions holding BROS and their total value by quarter
QuarterHoldersValue
Q2 2026559$9.36B
Q1 2026510$6.68B
Q4 2025512$7.27B
Q3 2025450$5.98B
Q2 2025492$7.23B
Q1 2025466$6.28B
Q4 2024400$5.30B
Q3 2024347$3.33B
Q2 2024336$4.06B
Q1 2024269$3.05B
Q4 2023232$2.89B
Q3 2023191$2.07B
Q2 2023187$2.06B
Q1 2023187$2.35B
Q4 2022192$2.10B
Q3 2022191$2.31B
Q2 2022186$2.37B
Q1 2022193$4.42B
Q4 2021150$4.20B
Q3 2021120$723.7M
Q2 20210$0
Q1 20210$0

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Dutch Bros Inc.; share changes are against Q4 2025.

Institutions holding BROS in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC8$00.00%+6+300.0%Added
MV Capital Management, Inc.1$510.00%00.0%Unchanged
Global Wealth Strategies & Associates1$510.00%00.0%Unchanged
Private Trust Co NA2$1010.00%00.0%Unchanged
Golden State Wealth Management, LLC2$1010.00%00.0%Unchanged
AdvisorNet Financial, Inc2$1010.00%+2New
Rialto Wealth Management, LLC3$1520.00%−1−25.0%Reduced
Manchester Capital Management LLC3$1520.00%00.0%Unchanged
First Pacific Financial3$1520.00%00.0%Unchanged
Hughes Financial Services, LLC3$1520.00%+3New
Dunhill Financial, LLC3$1630.00%+1+50.0%Added
Transamerica Financial Advisors, Inc.4$2020.00%−1−20.0%Reduced
HFM Investment Advisors, LLC4$2030.00%00.0%Unchanged
Rothschild Investment LLC5$2530.00%−6−54.5%Reduced
Bay Harbor Wealth Management, LLC5$2530.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC6$3040.00%+6New
Central Trust Co7$3550.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$3550.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$4050.00%+8New
Sound Income Strategies, LLC9$4550.00%+9New
GGM Financials LLC9$4560.00%00.0%Unchanged
Basecamp Wealth Advisors LLC10$5070.00%−80−88.9%Reduced
Gill Capital Partners, LLC11$5570.00%+11New
SJS Investment Consulting Inc.11$5580.00%+4+57.1%Added
Bare Financial Services, Inc16$8110.00%−15−48.4%Reduced
Geneos Wealth Management Inc.17$8610.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.20$1.01K0.00%00.0%Unchanged
Horizon Investments, LLC20$1.01K0.00%+12+150.0%Added
Cromwell Holdings LLC21$1.06K0.00%+15+250.0%Added
TD Private Client Wealth LLC25$1.27K0.00%−11−30.6%Reduced
CoreCap Advisors, LLC26$1.32K0.00%+25+2,500.0%Added
Clearstead Advisors, LLC26$1.32K0.00%−1,389−98.2%Reduced
Atlantic Trust, LLC26$1.32K0.00%+14+116.7%Added
JFS Wealth Advisors, LLC29$1.47K0.00%−7−19.4%Reduced
St. Johns Investment Management Company, LLC30$1.52K0.00%00.0%Unchanged
Cornerstone Planning Group LLC27$1.54K0.00%00.0%Unchanged
Massmutual Trust Co FSB31$1.57K0.00%+5+19.2%Added
Keating Financial Advisory Services, Inc.32$1.62K0.00%+7+28.0%Added
Fortitude Family Office, LLC33$1.67K0.00%−711−95.6%Reduced
UMA Financial Services, Inc.35$1.77K0.00%+35New
Bartlett & Co. Wealth Management LLC35$1.97K0.00%00.0%Unchanged
Pacific Center for Financial Services41$2.08K0.00%00.0%Unchanged
Mather Group, LLC.43$2.18K0.00%+43New
Key Capital Management, INC44$2.23K0.00%+44New
Tanglewood Legacy Advisors, LLC50$2.53K0.00%00.0%Unchanged
Mosley Wealth Management50$2.62K0.00%+50New
McIlrath & Eck, LLC55$2.79K0.00%00.0%Unchanged
Sawyer & Company, Inc55$2.79K0.00%00.0%Unchanged
CVA Family Office, LLC56$2.84K0.00%+56New
Investors Portfolio Services LLC57$2.89K0.00%00.0%Unchanged
Atlas Capital Advisors LLC59$2.99K0.00%00.0%Unchanged
Zions Bancorporation, National Association64$3.24K0.00%+38+146.2%Added
Dogwood Wealth Management LLC75$3.80K0.00%00.0%Unchanged
Capital Analysts, LLC72$4.00K0.00%00.0%Unchanged
Strategic Wealth Advisors LLC93$4.00K0.00%+93New
Legacy Wealth Managment, LLC80$4.05K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc85$4.31K0.00%+85New
Darwin Advisors, LLC88$4.46K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.90$4.53K0.00%+90New
Merrithew & Thorsten Inc100$5.00K0.00%00.0%Unchanged
Bessemer Group Inc100$5.00K0.00%+97+3,233.3%Added
Danske Bank A/S100$5.07K0.00%−1,200−92.3%Reduced
Palouse Capital Management, Inc.100$5.07K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC100$5.07K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC100$5.07K0.00%00.0%Unchanged
Lodestone Wealth Management LLC100$5.07K0.00%00.0%Unchanged
Seneschal Advisors, LLC100$5.07K0.00%00.0%Unchanged
Assetmark, Inc100$5.07K0.00%+1+1.0%Added
Trust Co of Toledo NA100$5.07K0.00%+50+100.0%Added
Salem Investment Counselors Inc100$5.07K0.00%+100New
Bangor Savings Bank100$5.07K0.00%+100New
Millstone Evans Group, LLC100$5.07K0.00%+100New
Golden State Equity Partners103$5.22K0.00%+103New
Root Financial Partners, LLC104$5.27K0.00%−52−33.3%Reduced
Anfield Capital Management, LLC105$5.32K0.00%+100+2,000.0%Added
Vermillion Wealth Management, Inc.106$5.37K0.00%+6+6.0%Added
Prestige Wealth Management Group LLC107$5.42K0.00%+107New
Bogart Wealth, LLC112$5.67K0.00%+50+80.6%Added
SHP Wealth Management121$6.13K0.00%+71+142.0%Added
Godfrey Financial Associates, Inc.135$6.84K0.01%+50+58.8%Added
Versant Capital Management, Inc139$7.04K0.00%−8−5.4%Reduced
NBT Bank N A150$7.60K0.00%+89+145.9%Added
Eurizon Capital SGR S.p.A.158$7.62K0.00%+158New
Rakuten Securities, Inc.156$7.90K0.00%+95+155.7%Added
Coston, McIsaac & Partners174$8.00K0.00%+174New
Meramec Financial Planners, LLC154$8.41K0.00%00.0%Unchanged
CGC Financial Services, LLC172$8.71K0.00%00.0%Unchanged
Huntington National Bank184$9.32K0.00%+35+23.5%Added
Albion Financial Group200$10.1K0.00%00.0%Unchanged
American Capital Advisory, LLC200$10.1K0.00%00.0%Unchanged
Ameriflex Group, Inc.200$10.1K0.01%00.0%Unchanged
Peterson Wealth Management200$10.1K0.01%+200New
Rosenberg Matthew Hamilton202$10.2K0.00%00.0%Unchanged
Arcadia Investment Advisors LLC204$10.3K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.213$10.8K0.00%+108+102.9%Added
Cassaday & Co Wealth Management LLC218$11.0K0.00%+218New
Aster Capital Management (DIFC) Ltd195$12.0K0.00%+195New
Islay Capital Management, LLC250$12.7K0.01%00.0%Unchanged
LRI Investments, LLC288$14.6K0.00%+250+657.9%Added
WFA of San Diego, LLC300$15.2K0.01%00.0%Unchanged