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Dutch Bros (BROS) Institutional Ownership

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$38.13 -0.38 (-1.00%)
As of 03:36 PM Eastern
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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)
301
Total
Institutional Inflows
(last 12 months)
$1.65B
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$762.62M
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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
9/9/2026 WINTON GROUP Ltd15,758$1.13M0.0%-58.5%0.009%
9/9/2026 Engineers Gate Manager LP104,374$7.50M0.1%-68.9%0.060%
9/9/2026 NorthRock Partners LLC3,566$256K0.0%N/A0.002%
9/9/2026 Integrated Wealth Concepts LLC11,004$790K0.0%+16.1%0.006%
9/9/2026 Maven Securities LTD11,538$829K0.0%N/A0.007%
9/9/2026 NewEdge Advisors LLC4,810$345K0.0%+12.3%0.003%
9/9/2026 Baird Financial Group Inc.524,569$37.67M0.1%+7.4%0.300%
9/8/2026 Allworth Financial LP4,923$354K0.0%-8.0%0.003%
9/8/2026 Arizona State Retirement System35,124$2.52M0.0%+0.7%0.020%
9/8/2026 Nykredit A S2,833$203K0.0%N/A0.002%
8/27/2026 Corient Private Wealth LP3,133$225K0.0%N/A0.002%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al18,400$1.32M0.0%N/A0.011%
8/24/2026 Carlson Financial Inc.21,239$1.53M0.8%+1.8%0.012%
8/23/2026 Wedmont Private Capital5,412$366K0.0%+33.8%0.003%
8/22/2026 Concurrent Investment Advisors LLC183,322$13.16M0.1%-5.8%0.105%
8/21/2026 Nykredit A S2,833$203K0.0%N/A0.002%
8/20/2026 Quantitative Investment Management LLC12,012$862K0.1%N/A0.007%
8/20/2026 Wedbush Securities Inc.7,877$566K0.0%-9.1%0.005%
8/19/2026 Wellington Management Group LLP3,090,882$221.96M0.0%+38.0%1.769%
8/19/2026 Archer Investment Corp1,400$101K0.0%N/A0.001%
8/18/2026 North Star Asset Management Inc.4,200$302K0.0%N/A0.002%
8/18/2026 Public Employees Retirement System of Ohio102,771$7.38M0.0%N/A0.059%
8/14/2026 Ancora Advisors LLC400$29K0.0%N/A0.000%
8/11/2026 Ninepoint Partners LP37,691$2.71M0.2%N/A0.022%
8/6/2026 Orca Investment Management LLC16,866$1.21M0.9%N/A0.010%
7/10/2026 Hyperion Asset Management Ltd598,044$42.95M1.1%N/A0.342%
7/10/2026 Wasatch Advisors LP1,038,903$74.60M0.5%+17.8%0.595%
7/10/2026 Handelsbanken Fonder AB34,600$2.49M0.0%+7.1%0.020%
7/8/2026 Gradient Investments LLC13,630$979K0.0%N/A0.008%
7/8/2026 Trust Point Inc.3,746$269K0.0%-16.7%0.002%
7/7/2026 Balefire LLC3,096$222K0.0%N/A0.002%
7/7/2026 GAMMA Investing LLC2,927$210K0.0%+12.7%0.002%
7/7/2026 Harbor Investment Advisory LLC2,030$146K0.0%+77.1%0.001%
7/7/2026 CoreCap Advisors LLC3,353$241K0.0%+12,796.2%0.002%
6/18/2026 Western Wealth Management LLC3,049$154K0.0%N/A0.002%
6/18/2026 Pacer Advisors Inc.14,757$748K0.0%N/A0.008%
6/3/2026 Parallel Advisors LLC12,978$657K0.0%+19.8%0.007%
6/3/2026 NewEdge Advisors LLC4,282$217K0.0%-35.4%0.002%
5/22/2026 Verus Capital Partners LLC10,712$543K0.0%-18.4%0.006%
5/19/2026 Western Wealth Management LLC3,049$154K0.0%N/A0.002%
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5/19/2026 Bank 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%
5/19/2026 Arkadios Wealth Advisors4,919$249K0.0%N/A0.003%
5/18/2026 Amundi81,470$4.13M0.0%-45.1%0.047%
5/18/2026 California State Teachers Retirement System147,011$7.45M0.0%+19.2%0.084%
5/18/2026 Royal Bank of Canada442,554$22.42M0.0%+25.9%0.253%
5/18/2026 Empowered Funds LLC25,830$1.31M0.0%N/A0.015%
5/16/2026 Ashford Capital Management Inc.159,230$8.07M1.0%+1.9%0.091%
5/16/2026 The Manufacturers Life Insurance Company91,944$4.66M0.0%+193.3%0.053%
5/16/2026 Quantinno Capital Management LP20,704$1.05M0.0%-2.2%0.012%
5/16/2026 Polar Asset Management Partners Inc.30,829$1.56M0.0%-17.6%0.018%
5/16/2026 SummitTX Capital L.P.4,234$214K0.0%-86.3%0.002%
5/16/2026 Lazard Asset Management LLC5,490$278K0.0%+34.7%0.003%
5/15/2026 Delta Global Management LP265,781$13.46M1.1%N/A0.162%
5/15/2026 Entropy Technologies LP41,686$2.11M0.1%N/A0.025%
5/14/2026 Public Employees Retirement System of Ohio77,271$3.92M0.0%+4.8%0.047%
5/14/2026 Bank of Nova Scotia5,018$254K0.0%-99.0%0.003%
5/14/2026 Sei Investments Co.305,392$15.47M0.0%-17.3%0.186%
5/13/2026 Cetera Investment Advisers137,165$6.95M0.0%-7.6%0.083%
5/13/2026 First Trust Advisors LP114,218$5.79M0.0%+123.8%0.069%
5/12/2026 Danica Pension Livsforsikringsaktieselskab662,638$33.57M0.6%N/A0.403%
5/8/2026 PNC Financial Services Group Inc.23,121$1.17M0.0%+50.5%0.014%
5/7/2026 Dimensional Fund Advisors LP1,204,326$60.99M0.0%+3.2%0.732%
5/7/2026 Parallel Advisors LLC12,978$657K0.0%+19.8%0.008%
5/7/2026 Swiss National Bank251,400$12.74M0.0%+0.4%0.153%
5/6/2026 Jennison Associates LLC373,188$18.91M0.0%-2.3%0.227%
5/6/2026 California Public Employees Retirement System158,318$8.02M0.0%+1.1%0.096%
5/6/2026 Allspring Global Investments Holdings LLC771,693$39.02M0.1%-7.3%0.469%
5/6/2026 Independent Financial Group LLC22,972$1.16M0.0%N/A0.014%
5/5/2026 D.A. Davidson & CO.57,042$2.89M0.0%+0.4%0.035%
5/5/2026 Twin Capital Management Inc.18,506$938K0.1%+3.8%0.011%
5/5/2026 Bank of New York Mellon Corp1,044,545$52.92M0.0%+58.1%0.635%
5/5/2026 Sigma Planning Corp6,985$354K0.0%+7.6%0.004%
5/4/2026 Emerald Advisers LLC9,033$458K0.0%+57.7%0.005%
5/4/2026 State of Michigan Retirement System30,600$1.55M0.0%N/A0.019%
5/4/2026 Principal Financial Group Inc.285,371$14.46M0.0%N/A0.173%
5/4/2026 Chicago Partners Investment Group LLC9,671$542K0.0%+22.7%0.006%
5/4/2026 Teachers Retirement System of The State of Kentucky39,000$1.98M0.0%N/A0.024%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS31,828$1.61M0.0%N/A0.019%
5/1/2026 Ferguson Wellman Capital Management Inc.7,791$395K0.0%+4.7%0.005%
5/1/2026 Fifth Third Bancorp51,645$2.62M0.0%+827.9%0.031%
5/1/2026 Kornitzer Capital Management Inc. KS62,407$3.16M0.1%+4.7%0.038%
4/30/2026 Cherry Creek Investment Advisors Inc.19,105$968K0.4%-5.4%0.012%
4/30/2026 Kestra Advisory Services LLC10,983$556K0.0%+7.8%0.007%
4/30/2026 Granite Investment Partners LLC124,881$6.33M0.4%+1.2%0.076%
4/30/2026 Capstone Capital Management Ltd11,594$587K0.6%N/A0.007%
4/30/2026 Oregon Public Employees Retirement Fund26,100$1.32M0.0%N/A0.016%
4/30/2026 Taylor Frigon Capital Management LLC46,242$2.34M1.3%-0.6%0.028%
4/29/2026 Aljian Capital Management LLC8,039$407K0.1%+4.9%0.005%
4/29/2026 FIDELIS iM LLC5,368$272K0.1%N/A0.003%
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4/28/2026 Whittier Trust Co. of Nevada Inc.112,164$5.95M0.1%+6.3%0.068%
4/28/2026 Whittier Trust Co.224,183$11.89M0.1%+10.8%0.136%
4/28/2026 Stephens Investment Management Group LLC333,057$16.87M0.2%+9.5%0.202%
4/28/2026 AdvisorShares Investments LLC1,202$61K0.0%-62.0%0.001%
4/28/2026 Praxis Investment Management Inc.4,395$223K0.0%+30.4%0.003%
4/27/2026 Moran Wealth Management LLC52,859$2.68M0.1%-2.9%0.032%
4/27/2026 New York State Teachers Retirement System41,326$2.09M0.0%N/A0.025%
4/27/2026 Private Advisor Group LLC21,232$1.08M0.0%-14.0%0.013%
4/27/2026 Elevation Point Wealth Partners LLC5,127$260K0.0%N/A0.003%
4/24/2026 Mitchell Mcleod Pugh & Williams Inc.5,000$253K0.0%N/A0.003%


BROS Institutional Ownership - Frequently Asked Questions

During the previous two years, 543 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), Wellington Management Group LLP ($221.96M), 1832 Asset Management L.P. ($212.45M), Baillie Gifford & Co. ($197.78M), and Marshall Wace LLP ($189.68M).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 502 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), Wasatch Advisors LP ($3.48M), FIL Ltd ($3.37M), Norges Bank ($3.28M), FMR LLC ($3.23M), Ninety One UK Ltd ($2.63M), and Wellington Management Group LLP ($2.31M).

Institutional investors have bought a total of 28,755,656 shares in the last 24 months. This purchase volume represents approximately $1.65B in transactions.

Of the 134 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), Amundi ($1.31M), Invesco Ltd. ($1.08M), FIL Ltd ($732.31K), Price T Rowe Associates Inc. MD ($625.89K), Bank of Nova Scotia ($537.14K), and Royal Bank of Canada ($536.76K).

Institutional investors have sold a total of 12,875,100 shares in the last 24 months. This volume of shares sold represents approximately $762.62M in transactions.


Related Companies

Institutional ownership data for NYSE:BROS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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