Free Trial

Dutch Bros (BROS) Institutional Ownership

Dutch Bros logo
$66.15 -4.12 (-5.86%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$66.26 +0.10 (+0.16%)
As of 08/8/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
85.54%
Number of
Institutional Buyers
(last 12 months)
331
Total
Institutional Inflows
(last 12 months)
$2.10B
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$1.64B
Get BROS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dutch Bros stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BROS Institutional Buying and Selling by Quarter

Dutch Bros Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Rockefeller Capital Management L.P.77,884$5.33M0.0%+1.6%0.047%
8/8/2025 Kingsview Wealth Management LLC6,186$423K0.0%N/A0.004%
8/8/2025 Avantax Advisory Services Inc.27,796$1.90M0.0%-33.0%0.017%
8/8/2025 Cetera Investment Advisers97,569$6.67M0.0%+7.0%0.059%
8/8/2025 Creative Planning14,884$1.02M0.0%-9.2%0.009%
8/8/2025 SG Americas Securities LLC310,720$21.24M0.1%+123.0%0.189%
8/8/2025 Olympiad Research LP3,276$224K0.4%N/A0.002%
8/8/2025 Wrapmanager Inc.3,182$218K0.1%-10.5%0.002%
8/8/2025 Sittner & Nelson LLC6,365$435K0.2%+6.7%0.004%
8/8/2025 Calamos Advisors LLC49,220$3.37M0.0%+739.1%0.030%
8/8/2025 Police & Firemen s Retirement System of New Jersey44,026$3.01M0.0%+11.5%0.027%
8/8/2025 Geode Capital Management LLC2,173,710$148.64M0.0%+14.0%1.322%
8/8/2025 PNC Financial Services Group Inc.6,165$422K0.0%-8.6%0.004%
8/8/2025 KBC Group NV3,135$214K0.0%-39.0%0.002%
8/8/2025 Mitsubishi UFJ Trust & Banking Corp311,476$21.30M0.0%-17.8%0.189%
8/8/2025 SBI Securities Co. Ltd.689$47K0.0%-37.3%0.000%
8/7/2025 Verus Capital Partners LLC13,895$950K0.1%+4.0%0.008%
8/7/2025 Allworth Financial LP3,080$211K0.0%+33.7%0.002%
8/7/2025 Summit X LLC7,871$538K0.1%-5.9%0.005%
8/7/2025 Lisanti Capital Growth LLC49,870$3.41M0.9%+306.3%0.030%
8/6/2025 Prospera Financial Services Inc7,050$482K0.0%N/A0.004%
8/6/2025 AGF Management Ltd.90,869$6.21M0.0%N/A0.055%
8/6/2025 Fox Run Management L.L.C.14,711$1.01M0.2%+3.5%0.009%
8/6/2025 Penserra Capital Management LLC5,655$386K0.0%-80.1%0.003%
8/6/2025 Wedbush Securities Inc.16,945$1.16M0.0%+9.4%0.010%
8/6/2025 ROI Financial Advisors LLC4,274$292K0.2%N/A0.003%
8/6/2025 EFG Asset Management North America Corp.46,080$3.15M0.4%+0.6%0.028%
8/6/2025 BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,109$76K0.0%N/A0.001%
8/5/2025 GPS Wealth Strategies Group LLC4,591$314K0.0%+8.2%0.003%
8/5/2025 Bryce Point Capital LLC14,496$991K0.8%-3.1%0.009%
8/5/2025 Bank of New York Mellon Corp787,437$53.84M0.0%+22.7%0.479%
8/5/2025 Bank of Montreal Can101,119$6.91M0.0%+1,339.0%0.061%
8/5/2025 Sigma Planning Corp6,641$454K0.0%+19.0%0.004%
8/5/2025 TIAA Trust National Association95,598$6.54M0.0%N/A0.058%
8/5/2025 Versor Investments LP35,744$2.44M0.4%+78.9%0.022%
8/4/2025 Savoir Faire Capital Management L.P.86,848$5.94M2.9%+42.5%0.053%
8/4/2025 Aljian Capital Management LLC6,914$473K0.1%+30.1%0.004%
8/4/2025 Amalgamated Bank8,524$583K0.0%+33.6%0.005%
8/4/2025 Spire Wealth Management4,425$303K0.0%+53.8%0.003%
8/4/2025 Emerald Advisers LLC6,853$469K0.0%N/A0.004%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
8/4/2025 Econ Financial Services Corp8,442$577K0.3%N/A0.005%
8/1/2025 Jennison Associates LLC338,877$23.17M0.0%N/A0.206%
8/1/2025 Reliant Investment Partners LLC11,287$772K0.7%N/A0.007%
8/1/2025 Teacher Retirement System of Texas28,648$1.96M0.0%+54.6%0.017%
8/1/2025 Y Intercept Hong Kong Ltd12,457$852K0.0%+211.8%0.008%
8/1/2025 Envestnet Asset Management Inc.69,969$4.78M0.0%-14.2%0.043%
7/31/2025 Kornitzer Capital Management Inc. KS58,620$4.01M0.1%N/A0.036%
7/31/2025 State of New Jersey Common Pension Fund D40,930$2.80M0.0%+2.7%0.025%
7/31/2025 Richards Merrill & Peterson Inc.7,097$485K0.2%+5.6%0.004%
7/31/2025 AlphaQuest LLC5,257$359K0.0%+346.6%0.003%
7/31/2025 West Michigan Advisors LLC4,187$286K0.1%-35.5%0.003%
7/30/2025 Stephens Investment Management Group LLC106,439$7.28M0.1%N/A0.065%
7/30/2025 Whittier Trust Co. of Nevada Inc.61,420$4.20M0.1%+2.8%0.037%
7/30/2025 Whittier Trust Co.120,654$8.25M0.1%+2.2%0.073%
7/29/2025 Chicago Partners Investment Group LLC7,321$460K0.0%-4.6%0.004%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al5,900$403K0.0%N/A0.004%
7/29/2025 Stratos Wealth Partners LTD.8,965$613K0.0%+12.8%0.005%
7/28/2025 Bridges Investment Management Inc.3,335$228K0.0%N/A0.002%
7/28/2025 Mutual Advisors LLC3,534$242K0.0%N/A0.002%
7/28/2025 Triton Wealth Management PLLC8,072$552K0.2%N/A0.005%
7/28/2025 Bayforest Capital Ltd13,856$947K0.4%+35.9%0.008%
7/28/2025 TD Asset Management Inc38,252$2.62M0.0%+3.5%0.023%
7/28/2025 Kiker Wealth Management LLC588$40K0.0%+4,423.1%0.000%
7/25/2025 Verdence Capital Advisors LLC4,515$309K0.0%+6.6%0.003%
7/25/2025 Total Clarity Wealth Management Inc.12,434$850K0.2%N/A0.008%
7/25/2025 Allspring Global Investments Holdings LLC722,361$48.47M0.1%-10.5%0.439%
7/25/2025 CWM LLC10,752$735K0.0%-60.3%0.007%
7/25/2025 Vanguard Personalized Indexing Management LLC3,547$243K0.0%N/A0.002%
7/25/2025 Oak Ridge Investments LLC6,533$447K0.0%N/A0.004%
7/25/2025 Fifth Third Wealth Advisors LLC3,147$215K0.0%N/A0.002%
7/24/2025 IFP Advisors Inc3,710$254K0.0%+22.8%0.002%
7/24/2025 Blair William & Co. IL228,604$15.63M0.0%+27.6%0.139%
7/24/2025 MSH Capital Advisors LLC3,000$205K0.1%N/A0.002%
7/24/2025 US Bancorp DE15,458$1.06M0.0%+76.6%0.009%
7/23/2025 WoodTrust Financial Corp7,000$479K0.1%-13.6%0.004%
7/23/2025 Friedenthal Financial12,456$852K0.5%N/A0.008%
7/23/2025 KLP Kapitalforvaltning AS25,000$1.71M0.0%+6.8%0.015%
7/23/2025 Prime Capital Investment Advisors LLC3,440$235K0.0%-50.0%0.002%
7/22/2025 Fenimore Asset Management Inc403,490$27.59M0.6%-0.4%0.245%
7/22/2025 Joule Financial LLC10,586$724K0.2%N/A0.006%
7/22/2025 Keudell Morrison Wealth Management9,820$671K0.1%-2.6%0.006%
7/22/2025 Highland Capital Management LLC3,409$233K0.0%-87.3%0.002%
7/21/2025 Ameritas Advisory Services LLC1,175$80K0.0%N/A0.001%
7/21/2025 Mirae Asset Global Investments Co. Ltd.3,534$242K0.0%-6.1%0.002%
7/21/2025 Lecap Asset Management Ltd.5,924$405K0.1%+16.9%0.004%
7/18/2025 Truist Financial Corp14,890$1.02M0.0%-13.8%0.009%
7/17/2025 Lauterbach Financial Advisors LLC3,000$205K0.1%N/A0.002%
7/17/2025 Janney Capital Management LLC5,411$370K0.0%N/A0.003%
7/17/2025 Janney Montgomery Scott LLC36,989$2.53M0.0%+32.6%0.022%
7/17/2025 Taylor Frigon Capital Management LLC33,224$2.27M1.2%+12.7%0.020%
#1 Pre-IPO Opportunity For 2025 [Take Action Now!] (Ad)

James Altucher has scored 37X and even 60X returns on past pre-IPO deals. But now he says a much bigger opportunity is taking shape—one tied to what could be the largest IPO in history: Elon Musk’s Starlink. With the IPO rumored to launch as soon as this year, James has uncovered a backdoor method to potentially profit before it goes public—starting with as little as $50.

Click here now to see how to position yourself before the Starlink IPO hits.
7/17/2025 Avondale Wealth Management2,250$154K0.1%+80.0%0.001%
7/15/2025 Public Employees Retirement System of Ohio56,070$3.83M0.0%+4.2%0.034%
7/15/2025 EWG Elevate Inc.3,013$206K0.1%N/A0.002%
7/15/2025 IMS Capital Management44,056$3.01M1.4%N/A0.027%
7/15/2025 Norden Group LLC2,933$201K0.0%N/A0.002%
7/15/2025 Fifth Third Bancorp5,140$351K0.0%-5.9%0.003%
7/14/2025 AdvisorNet Financial Inc1,000$68K0.0%+100.0%0.001%
7/14/2025 Capital CS Group LLC6,881$470K0.8%N/A0.004%
7/14/2025 GAMMA Investing LLC651$45K0.0%-20.7%0.000%
7/14/2025 U.S. Capital Wealth Advisors LLC3,404$233K0.0%N/A0.002%
(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, 428 institutional investors and hedge funds held shares of Dutch Bros. The most heavily invested institutionals were Vanguard Group Inc. ($612.60M), FMR LLC ($341.33M), D. E. Shaw & Co. Inc. ($268.10M), Baillie Gifford & Co. ($234.65M), 1832 Asset Management L.P. ($211.16M), FIL Ltd ($176.30M), and Wasatch Advisors LP ($169.71M).Learn more on Dutch Bros' 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 386 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: Baillie Gifford & Co. ($7.01M), FMR LLC ($5.81M), Wasatch Advisors LP ($4.16M), FIL Ltd ($3.37M), Vanguard Group Inc. ($3.07M), Concurrent Investment Advisors LLC ($1.89M), and Raymond James Financial Inc. ($1.80M).

How much institutional buying is happening at Dutch Bros?

Institutional investors have bought a total of 44,497,642 shares in the last 24 months. This purchase volume represents approximately $2.10B in transactions.

Which of Dutch Bros' major shareholders have been selling company stock?

Of the 159 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: Marshall Wace LLP ($4.37M), Baillie Gifford & Co. ($3.21M), TSG Consumer Partners LP ($2.87M), Wellington Management Group LLP ($2.30M), Concurrent Investment Advisors LLC ($1.85M), FMR LLC ($1.66M), and Principal Financial Group Inc. ($1.33M).

How much institutional selling is happening at Dutch Bros?

Institutional investors have sold a total of 31,716,438 shares in the last 24 months. This volume of shares sold represents approximately $1.64B in transactions.



This page (NYSE:BROS) was last updated on 8/10/2025 by MarketBeat.com Staff
From Our Partners