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Dutch Bros (BROS) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Dutch Bros (NYSE:BROS)

Current
Institutional Ownership
Percentage
85.54%
Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$369.40M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$236.48M
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BROS Institutional Buying and Selling by Quarter

Dutch Bros Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Boulder Hill Capital Management LP116,400$3.84M1.6%+48.5%0.066%
5/13/2024 Clearbridge Investments LLC870,897$28.74M0.0%+0.8%0.492%
5/10/2024 Vanguard Group Inc.6,412,246$211.60M0.0%+35.0%3.620%
5/9/2024 Blair William & Co. IL154,135$5.09M0.0%+7.5%0.087%
5/9/2024 Lord Abbett & CO. LLC701,124$23.14M0.1%N/A0.396%
5/8/2024 Private Wealth Advisors LLC44,080$1.46M0.6%-6.8%0.025%
5/8/2024 Inspire Advisors LLC16,010$528K0.1%+7.1%0.009%
5/7/2024 Verus Capital Partners LLC19,370$639K0.1%-9.8%0.011%
5/7/2024 Sei Investments Co.65,607$2.17M0.0%+94.3%0.037%
5/7/2024 Concurrent Investment Advisors LLC131,029$4.32M0.2%-27.7%0.074%
5/7/2024Susquehanna Fundamental Investments LLC134,254$4.43M0.2%N/A0.076%
5/7/2024 Swiss National Bank147,300$4.86M0.0%+33.5%0.083%
5/7/2024 SG Americas Securities LLC6,060$200K0.0%N/A0.003%
5/7/2024 Sciencast Management LP10,673$352K0.2%N/A0.006%
5/3/2024 GSA Capital Partners LLP53,651$1.77M0.1%+128.6%0.030%
5/1/2024 Capstone Investment Advisors LLC95,384$3.15M0.0%+238.0%0.054%
5/1/2024 Janney Montgomery Scott LLC27,295$901K0.0%+96.4%0.015%
5/1/2024 Mirae Asset Global Investments Co. Ltd.17,413$525K0.0%-31.5%0.010%
4/29/2024Commonwealth Equity Services LLC113,801$3.76M0.0%+1.7%0.064%
4/29/2024 Principal Financial Group Inc.11,958$395K0.0%N/A0.007%
4/26/2024 Triton Wealth Management PLLC8,607$284K0.2%-16.5%0.005%
4/25/2024 One Day In July LLC11,500$380K0.1%N/A0.006%
4/25/2024 TRUE Private Wealth Advisors73,957$2.44M0.3%-4.1%0.042%
4/24/2024 Newbridge Financial Services Group Inc.4,700$155K0.1%N/A0.003%
4/24/2024 Hedges Asset Management LLC8,900$294K0.2%-4.3%0.005%
4/23/2024 Cherry Creek Investment Advisors Inc.11,962$395K0.2%+15.8%0.007%
4/23/2024 Fifth Third Bancorp12,624$417K0.0%+30,690.2%0.007%
4/23/2024 Wesbanco Bank Inc.44,285$1.46M0.1%N/A0.025%
4/23/2024 Seven Grand Managers LLC150,000$4.95M2.4%+650.0%0.085%
4/23/2024 Raymond James Financial Services Advisors Inc.103,605$3.42M0.0%+47.1%0.058%
4/19/2024 Taylor Frigon Capital Management LLC113,255$3.74M1.8%-0.7%0.064%
4/18/2024 Wasatch Advisors LP1,272,366$41.99M0.2%N/A0.718%
4/18/2024 Allspring Global Investments Holdings LLC246,497$8.13M0.0%+37.2%0.139%
4/17/2024 Cannon Global Investment Management LLC24,800$818K2.2%+65.3%0.014%
4/17/2024 WoodTrust Financial Corp10,100$333K0.0%+18.1%0.006%
4/12/2024 Wealth Management Partners LLC18,790$620K0.3%+4.2%0.011%
4/9/2024 Renaissance Capital LLC31,026$1.02M0.5%+42.5%0.018%
3/14/2024HBK Investments L P60,000$1.90M0.0%N/A0.034%
3/11/2024 Vanguard Group Inc.4,750,468$150.45M0.0%+2.9%2.682%
2/23/2024 Chicago Partners Investment Group LLC8,405$266K0.0%N/A0.005%
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2/17/2024Bullseye Asset Management LLC6,000$190K0.1%+20.0%0.003%
2/15/2024Comerica Bank32,134$1.02M0.0%-1.6%0.018%
2/14/2024Empirical Capital Management LLC7,500$238K0.2%N/A0.004%
2/14/2024 Neuberger Berman Group LLC27,759$879K0.0%+17.7%0.016%
2/14/2024Verition Fund Management LLC290,113$9.19M0.1%+95.5%0.164%
2/14/2024Ghisallo Capital Management LLC350,000$11.08M1.1%+30.5%0.198%
2/14/2024 Seven Eight Capital LP15,804$501K0.1%N/A0.009%
2/14/2024AdvisorShares Investments LLC4,600$146K0.0%N/A0.003%
2/13/2024Tower Research Capital LLC TRC2,552$81K0.0%+661.8%0.001%
2/13/2024TSG Consumer Partners LP46,550,828$1.47B69.7%-13.0%26.282%
2/13/2024Blueshift Asset Management LLC22,642$717K0.4%N/A0.013%
2/13/2024Bridgecreek Investment Management LLC28,950$917K0.2%N/A0.016%
2/12/2024Boulder Hill Capital Management LP78,400$2.48M1.3%N/A0.044%
2/12/2024 Capstone Investment Advisors LLC28,224$894K0.0%-7.7%0.016%
2/12/2024 TD Asset Management Inc71,406$2.26M0.0%+200.3%0.040%
2/12/2024Steward Partners Investment Advisory LLC17,316$548K0.0%+9.1%0.010%
2/12/2024 Parallel Advisors LLC1,414$45K0.0%-22.1%0.001%
2/9/2024 Neuberger Berman Group LLC27,759$879K0.0%+17.7%0.016%
2/9/2024Aigen Investment Management LP37,539$1.19M0.2%N/A0.021%
2/9/2024Trexquant Investment LP32,866$1.04M0.0%N/A0.019%
2/9/2024 D.A. Davidson & CO.14,172$449K0.0%+10.0%0.008%
2/9/2024 UBS Group AG327,142$10.36M0.0%+126.4%0.185%
2/9/2024Dynamic Technology Lab Private Ltd21,974$696K0.1%+51.3%0.012%
2/8/2024 Financial Advocates Investment Management29,453$933K0.1%-12.1%0.017%
2/8/2024 EFG Asset Management North America Corp.32,862$1.04M0.2%-2.4%0.019%
2/8/2024 Janney Montgomery Scott LLC13,900$440K0.0%-15.6%0.008%
2/7/2024 Seven Grand Managers LLC20,000$633K0.6%-58.2%0.011%
2/7/2024 Jump Financial LLC128,500$4.07M0.1%N/A0.073%
2/7/2024 Qsemble Capital Management LP8,841$280K0.1%N/A0.005%
2/7/2024 Versor Investments LP19,849$629K0.1%-4.0%0.011%
2/7/2024 Van Hulzen Asset Management LLC11,890$377K0.0%+19.1%0.007%
2/6/2024 Charles Schwab Investment Management Inc.296,939$9.40M0.0%+5.0%0.168%
2/6/2024 Private Advisor Group LLC6,949$220K0.0%N/A0.004%
2/6/2024 TCG Advisory Services LLC28,950$917K0.1%N/A0.016%
2/6/2024 Royal Fund Management LLC21,400$678K0.1%-12.7%0.012%
2/6/2024 Swiss National Bank110,300$3.49M0.0%-8.0%0.062%
2/6/2024 RB Capital Management LLC9,290$294K0.1%-20.3%0.005%
2/5/2024 Victory Capital Management Inc.14,443$457K0.0%+64.9%0.008%
2/5/2024 Kestra Private Wealth Services LLC23,510$745K0.0%+19.6%0.013%
2/5/2024 Orca Investment Management LLC18,569$588K0.6%+10.2%0.010%
2/2/2024 Truist Financial Corp10,847$344K0.0%-6.4%0.006%
2/1/2024 Handelsbanken Fonder AB8,100$257K0.0%N/A0.005%
1/31/2024 Cannon Global Investment Management LLC15,000$475K3.6%N/A0.008%
1/30/2024 TRUE Private Wealth Advisors77,082$2.44M0.3%-3.9%0.044%
1/30/2024 Avior Wealth Management LLC1,283$41K0.0%+1,610.7%0.001%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank11,481$364K0.0%+22.4%0.006%
1/30/2024 Taylor Frigon Capital Management LLC114,010$3.61M1.8%-2.8%0.064%
1/26/2024 Cherry Creek Investment Advisors Inc.10,330$327K0.2%N/A0.006%
1/26/2024 Geneos Wealth Management Inc.1,975$63K0.0%-35.6%0.001%
1/25/2024 Allspring Global Investments Holdings LLC179,721$5.69M0.0%-20.8%0.101%
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1/25/2024 International Assets Investment Management LLC24,164$763K0.0%N/A0.014%
1/24/2024 Mirae Asset Global Investments Co. Ltd.25,433$805K0.0%+16.7%0.014%
1/24/2024 DekaBank Deutsche Girozentrale1,249$40K0.0%N/A0.001%
1/24/2024 Allworth Financial LP1,598$51K0.0%+41.8%0.001%
1/24/2024 International Assets Investment Management LLC24,164$763K0.0%N/A0.014%
1/24/2024 Arizona State Retirement System15,654$496K0.0%+33.8%0.009%
1/23/2024 Private Wealth Advisors LLC47,275$1.50M0.6%-2.7%0.027%
1/23/2024 WoodTrust Financial Corp8,550$271K0.0%N/A0.005%
1/23/2024 Fenimore Asset Management Inc.429,758$13.61M0.3%N/A0.243%
1/17/2024 Jamison Private Wealth Management Inc.12,387$392K0.1%-17.4%0.007%
(Data available from 1/1/2016 forward)

BROS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BROS shares?

During the previous two years, 174 institutional investors and hedge funds held shares of Dutch Bros. The most heavily invested institutionals were TSG Consumer Partners LP ($1.47B), Vanguard Group Inc. ($211.60M), FMR LLC ($199.53M), Wasatch Advisors LP ($41.99M), Franklin Resources Inc. ($36.21M), Marshall Wace LLP ($34.79M), and Clearbridge Investments LLC ($28.74M).Learn more on BROS's institutional investors.

What percentage of Dutch Bros stock is owned by institutional investors?

85.54% of Dutch Bros stock is owned by institutional investors. Learn more on BROS's institutional investor holdings.

Which institutional investors have been buying Dutch Bros stock?

Of the 154 institutional investors that purchased Dutch Bros stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($3.22M), Vanguard Group Inc. ($2.92M), Marshall Wace LLP ($1.68M), Wasatch Advisors LP ($1.27M), American Century Companies Inc. ($876.87K), Lord Abbett & CO. LLC ($701.12K), and Invesco Ltd. ($496.71K).

How much institutional buying is happening at Dutch Bros?

Institutional investors have bought a total of 18,998,118 shares in the last 24 months. This purchase volume represents approximately $552.31M in transactions.

Which Dutch Bros major shareholders have been selling company stock?

Of the 69 institutional investors that sold Dutch Bros stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TSG Consumer Partners LP ($12.91M), FMR LLC ($3.10M), Federated Hermes Inc. ($500K), Marshall Wace LLP ($445.57K), Becker Capital Management Inc. ($167.19K), Hodges Capital Management Inc. ($138.04K), and Franklin Resources Inc. ($73.48K).

How much institutional selling is happening at Dutch Bros?

Institutional investors have sold a total of 18,000,194 shares in the last 24 months. This volume of shares sold represents approximately $562.86M in transactions.


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This page (NYSE:BROS) was last updated on 5/14/2024 by MarketBeat.com Staff

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