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Dutch Bros (BROS) Institutional Ownership

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$72.18 +0.02 (+0.02%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$72.25 +0.08 (+0.11%)
As of 07/2/2026 07:55 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 Massive. 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)
366
Total
Institutional Inflows
(last 12 months)
$2.16B
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$1.07B
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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
6/18/2026Western Wealth Management LLC3,049$154K0.0%N/A0.002%
6/18/2026Pacer Advisors Inc.14,757$748K0.0%N/A0.008%
6/3/2026Parallel Advisors LLC12,978$657K0.0%+19.8%0.007%
6/3/2026NewEdge Advisors LLC4,282$217K0.0%-35.4%0.002%
5/22/2026Verus Capital Partners LLC10,712$543K0.0%-18.4%0.006%
5/19/2026Western Wealth Management LLC3,049$154K0.0%N/A0.002%
5/19/2026Bank of America Corp DE1,814,815$91.94M0.0%+33.4%1.039%
5/19/2026Janus Henderson Group PLC58,916$2.99M0.0%+8.5%0.034%
5/19/2026Arkadios Wealth Advisors4,919$249K0.0%N/A0.003%
5/18/2026Amundi81,470$4.13M0.0%-45.1%0.047%
5/18/2026California State Teachers Retirement System147,011$7.45M0.0%+19.2%0.084%
5/18/2026Royal Bank of Canada442,554$22.42M0.0%+25.9%0.253%
5/18/2026Empowered Funds LLC25,830$1.31M0.0%N/A0.015%
5/16/2026Ashford Capital Management Inc.159,230$8.07M1.0%+1.9%0.091%
5/16/2026The Manufacturers Life Insurance Company 91,944$4.66M0.0%+193.3%0.053%
5/16/2026Quantinno Capital Management LP20,704$1.05M0.0%-2.2%0.012%
5/16/2026Polar Asset Management Partners Inc.30,829$1.56M0.0%-17.6%0.018%
5/16/2026SummitTX Capital L.P.4,234$214K0.0%-86.3%0.002%
5/16/2026Lazard Asset Management LLC5,490$278K0.0%+34.7%0.003%
5/15/2026Delta Global Management LP265,781$13.46M1.1%N/A0.162%
5/15/2026Entropy Technologies LP41,686$2.11M0.1%N/A0.025%
5/14/2026Public Employees Retirement System of Ohio77,271$3.92M0.0%+4.8%0.047%
5/14/2026Bank of Nova Scotia5,018$254K0.0%-99.0%0.003%
5/14/2026Sei Investments Co.305,392$15.47M0.0%-17.3%0.186%
5/13/2026Cetera Investment Advisers137,165$6.95M0.0%-7.6%0.083%
5/13/2026First Trust Advisors LP114,218$5.79M0.0%+123.8%0.069%
5/12/2026Danica Pension Livsforsikringsaktieselskab662,638$33.57M0.6%N/A0.403%
5/8/2026PNC Financial Services Group Inc.23,121$1.17M0.0%+50.5%0.014%
5/7/2026Dimensional Fund Advisors LP1,204,326$60.99M0.0%+3.2%0.732%
5/7/2026Parallel Advisors LLC12,978$657K0.0%+19.8%0.008%
5/7/2026Swiss National Bank251,400$12.74M0.0%+0.4%0.153%
5/6/2026Jennison Associates LLC373,188$18.91M0.0%-2.3%0.227%
5/6/2026California Public Employees Retirement System158,318$8.02M0.0%+1.1%0.096%
5/6/2026Allspring Global Investments Holdings LLC771,693$39.02M0.1%-7.3%0.469%
5/6/2026Independent Financial Group LLC22,972$1.16M0.0%N/A0.014%
5/5/2026D.A. Davidson & CO.57,042$2.89M0.0%+0.4%0.035%
5/5/2026Twin Capital Management Inc.18,506$938K0.1%+3.8%0.011%
5/5/2026Bank of New York Mellon Corp1,044,545$52.92M0.0%+58.1%0.635%
5/5/2026Sigma Planning Corp6,985$354K0.0%+7.6%0.004%
5/4/2026Emerald Advisers LLC9,033$458K0.0%+57.7%0.005%
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5/4/2026State of Michigan Retirement System30,600$1.55M0.0%N/A0.019%
5/4/2026Principal Financial Group Inc.285,371$14.46M0.0%N/A0.173%
5/4/2026Chicago Partners Investment Group LLC9,671$542K0.0%+22.7%0.006%
5/4/2026Teachers Retirement System of The State of Kentucky39,000$1.98M0.0%N/A0.024%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS31,828$1.61M0.0%N/A0.019%
5/1/2026Ferguson Wellman Capital Management Inc.7,791$395K0.0%+4.7%0.005%
5/1/2026Fifth Third Bancorp51,645$2.62M0.0%+827.9%0.031%
5/1/2026Kornitzer Capital Management Inc. KS62,407$3.16M0.1%+4.7%0.038%
4/30/2026Cherry Creek Investment Advisors Inc.19,105$968K0.4%-5.4%0.012%
4/30/2026Kestra Advisory Services LLC10,983$556K0.0%+7.8%0.007%
4/30/2026Granite Investment Partners LLC124,881$6.33M0.4%+1.2%0.076%
4/30/2026Capstone Capital Management Ltd11,594$587K0.6%N/A0.007%
4/30/2026Oregon Public Employees Retirement Fund26,100$1.32M0.0%N/A0.016%
4/30/2026Taylor Frigon Capital Management LLC46,242$2.34M1.3%-0.6%0.028%
4/29/2026Aljian Capital Management LLC8,039$407K0.1%+4.9%0.005%
4/29/2026FIDELIS iM LLC5,368$272K0.1%N/A0.003%
4/28/2026Whittier Trust Co. of Nevada Inc.112,164$5.95M0.1%+6.3%0.068%
4/28/2026Whittier Trust Co.224,183$11.89M0.1%+10.8%0.136%
4/28/2026Stephens Investment Management Group LLC333,057$16.87M0.2%+9.5%0.202%
4/28/2026AdvisorShares Investments LLC1,202$61K0.0%-62.0%0.001%
4/28/2026Praxis Investment Management Inc.4,395$223K0.0%+30.4%0.003%
4/27/2026Moran Wealth Management LLC52,859$2.68M0.1%-2.9%0.032%
4/27/2026New York State Teachers Retirement System41,326$2.09M0.0%N/A0.025%
4/27/2026Private Advisor Group LLC21,232$1.08M0.0%-14.0%0.013%
4/27/2026Elevation Point Wealth Partners LLC5,127$260K0.0%N/A0.003%
4/24/2026Mitchell Mcleod Pugh & Williams Inc.5,000$253K0.0%N/A0.003%
4/23/2026Orca Investment Management LLC17,121$867K0.7%-3.5%0.010%
4/22/2026Janney Montgomery Scott LLC48,538$2.46M0.0%+31.1%0.029%
4/22/2026Pictet Asset Management Holding SA19,758$1.00M0.0%+8.5%0.012%
4/21/2026Wasatch Advisors LP881,805$44.67M0.3%+6.9%0.536%
4/21/2026Urban Wealth Management LLC4,684$237K0.2%+38.4%0.003%
4/21/2026Louisiana State Employees Retirement System36,800$1.86M0.0%N/A0.022%
4/20/2026Kestra Private Wealth Services LLC31,389$1.59M0.0%+2.8%0.019%
4/20/2026Fifth Third Wealth Advisors LLC3,984$202K0.0%N/A0.002%
4/20/2026Brown Lisle Cummings Inc.819$41K0.0%+63.8%0.000%
4/20/2026OP Asset Management Ltd4,713$239K0.0%N/A0.003%
4/20/2026Keudell Morrison Wealth Management13,476$683K0.1%+50.4%0.008%
4/18/2026Riverbridge Partners LLC511,403$25.91M0.6%+67.6%0.311%
4/17/2026Total Clarity Wealth Management Inc.11,689$592K0.1%-3.2%0.007%
4/16/2026SG Americas Securities LLC91,750$4.65M0.0%+2,693.0%0.056%
4/16/2026CWC Advisors LLC.11,294$572K0.3%-2.0%0.007%
4/15/2026Nations Financial Group Inc. IA ADV5,481$278K0.0%-7.3%0.003%
3/17/2026Rockefeller Capital Management L.P.79,677$4.88M0.0%+1.8%0.048%
3/9/2026Rubicon Advisors GP23,064$1.41M1.3%N/A0.014%
3/5/2026Mengis Capital Management Inc.4,030$247K0.0%N/A0.002%
2/26/2026Alpine Global Management LLC3,593$220K0.0%N/A0.002%
2/25/2026Tempo Wealth LLC3,312$203K0.0%N/A0.002%
2/23/2026Virtu Financial LLC24,519$1.50M0.1%+62.2%0.015%
2/19/2026T. Rowe Price Investment Management Inc.1,899,457$116.29M0.1%-9.8%1.155%
2/19/2026Invesco Ltd.1,345,470$82.37M0.0%-44.6%0.818%
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2/18/2026Mercer Global Advisors Inc. ADV6,488$397K0.0%N/A0.004%
2/18/2026Fuller & Thaler Asset Management Inc.1,117,797$68.43M0.2%+7.5%0.679%
2/18/2026NewEdge Advisors LLC6,631$406K0.0%+13,162.0%0.004%
2/18/2026XTX Topco Ltd18,846$1.15M0.0%+40.7%0.011%
2/18/2026Wellington Management Group LLP1,324,107$81.06M0.0%+22.8%0.805%
2/18/2026SummitTX Capital L.P.30,933$1.89M0.1%N/A0.019%
2/18/2026Twinbeech Capital LP5,680$348K0.0%-94.6%0.003%
2/18/2026Man Group plc28,787$1.76M0.0%-91.4%0.017%
2/18/2026Interval Partners LP935,574$57.28M1.0%N/A0.569%
2/18/2026Janus Henderson Group PLC54,278$3.32M0.0%+7.5%0.033%


BROS Institutional Ownership - Frequently Asked Questions

During the previous two years, 548 institutional investors and hedge funds held shares of Dutch Bros. The most heavily invested institutionals were Vanguard Group Inc. ($678.97M), FMR LLC ($341.33M), D. E. Shaw & Co. Inc. ($268.10M), 1832 Asset Management L.P. ($212.45M), Baillie Gifford & Co. ($197.78M), Marshall Wace LLP ($189.68M), and Price T Rowe Associates Inc. MD ($172.92M).Learn more on Dutch Bros' institutional investors.

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

Of the 506 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), FIL Ltd ($3.37M), Wasatch Advisors LP ($3.32M), Norges Bank ($3.28M), FMR LLC ($3.23M), Ninety One UK Ltd ($2.63M), and Marshall Wace LLP ($2.58M).

Institutional investors have bought a total of 36,297,926 shares in the last 24 months. This purchase volume represents approximately $2.16B in transactions.

Of the 175 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: T. Rowe Price Investment Management Inc. ($1.92M), Balyasny Asset Management L.P. ($1.64M), Amundi ($1.31M), Invesco Ltd. ($1.08M), Bank of Nova Scotia ($738.69K), FIL Ltd ($732.31K), and BNP Paribas Financial Markets ($717.52K).

Institutional investors have sold a total of 17,375,610 shares in the last 24 months. This volume of shares sold represents approximately $1.07B in transactions.



This page (NYSE:BROS) was last updated on 7/5/2026 by MarketBeat.com Staff.
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