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Dutch Bros (BROS) Institutional Ownership

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$53.04 +0.92 (+1.77%)
As of 11:34 AM Eastern

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

Current
Institutional Ownership
Percentage
85.54%
Number of
Institutional Buyers
(last 12 months)
367
Total
Institutional Inflows
(last 12 months)
$2.16B
Number of
Institutional Sellers
(last 12 months)
174
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
5/22/2026Verus Capital Partners LLC10,712$543K0.0%-18.4%0.006%
5/19/2026 Western Wealth Management LLC3,049$154K0.0%N/A0.002%
5/19/2026 Bank of America Corp DE1,814,815$91.94M0.0%+33.4%1.039%
5/19/2026 Janus 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 Company 91,944$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%
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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%
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%
4/23/2026 Orca Investment Management LLC17,121$867K0.7%-3.5%0.010%
4/22/2026 Janney Montgomery Scott LLC48,538$2.46M0.0%+31.1%0.029%
4/22/2026 Pictet Asset Management Holding SA19,758$1.00M0.0%+8.5%0.012%
4/21/2026 Wasatch Advisors LP881,805$44.67M0.3%+6.9%0.536%
4/21/2026 Urban Wealth Management LLC4,684$237K0.2%+38.4%0.003%
4/21/2026 Louisiana State Employees Retirement System36,800$1.86M0.0%N/A0.022%
4/20/2026 Kestra Private Wealth Services LLC31,389$1.59M0.0%+2.8%0.019%
4/20/2026 Fifth Third Wealth Advisors LLC3,984$202K0.0%N/A0.002%
4/20/2026 Brown Lisle Cummings Inc.819$41K0.0%+63.8%0.000%
4/20/2026 OP Asset Management Ltd4,713$239K0.0%N/A0.003%
4/20/2026 Keudell Morrison Wealth Management13,476$683K0.1%+50.4%0.008%
4/18/2026 Riverbridge Partners LLC511,403$25.91M0.6%+67.6%0.311%
4/17/2026 Total Clarity Wealth Management Inc.11,689$592K0.1%-3.2%0.007%
4/16/2026 SG Americas Securities LLC91,750$4.65M0.0%+2,693.0%0.056%
4/16/2026 CWC Advisors LLC.11,294$572K0.3%-2.0%0.007%
4/15/2026 Nations Financial Group Inc. IA ADV5,481$278K0.0%-7.3%0.003%
3/17/2026 Rockefeller Capital Management L.P.79,677$4.88M0.0%+1.8%0.048%
3/9/2026 Rubicon Advisors GP23,064$1.41M1.3%N/A0.014%
3/5/2026 Mengis Capital Management Inc.4,030$247K0.0%N/A0.002%
2/26/2026 Alpine Global Management LLC3,593$220K0.0%N/A0.002%
2/25/2026 Tempo Wealth LLC3,312$203K0.0%N/A0.002%
2/23/2026 Virtu Financial LLC24,519$1.50M0.1%+62.2%0.015%
2/19/2026 T. Rowe Price Investment Management Inc.1,899,457$116.29M0.1%-9.8%1.155%
2/19/2026 Invesco Ltd.1,345,470$82.37M0.0%-44.6%0.818%
2/18/2026 Mercer Global Advisors Inc. ADV6,488$397K0.0%N/A0.004%
2/18/2026 Fuller & Thaler Asset Management Inc.1,117,797$68.43M0.2%+7.5%0.679%
2/18/2026 NewEdge Advisors LLC6,631$406K0.0%+13,162.0%0.004%
2/18/2026 XTX Topco Ltd18,846$1.15M0.0%+40.7%0.011%
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2/18/2026 Wellington Management Group LLP1,324,107$81.06M0.0%+22.8%0.805%
2/18/2026 SummitTX Capital L.P.30,933$1.89M0.1%N/A0.019%
2/18/2026 Twinbeech Capital LP5,680$348K0.0%-94.6%0.003%
2/18/2026 Man Group plc28,787$1.76M0.0%-91.4%0.017%
2/18/2026 Interval Partners LP935,574$57.28M1.0%N/A0.569%
2/18/2026 Janus Henderson Group PLC54,278$3.32M0.0%+7.5%0.033%
2/18/2026 Gotham Asset Management LLC43,462$2.66M0.0%+186.5%0.026%
2/18/2026 Engineers Gate Manager LP513,525$31.44M0.4%+59.6%0.312%
2/18/2026 Cinctive Capital Management LP23,889$1.46M0.1%N/A0.015%
2/18/2026 Concentric Capital Strategies LP14,531$890K0.0%N/A0.009%


BROS Institutional Ownership - Frequently Asked Questions

During the previous two years, 547 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 505 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 36,292,305 shares in the last 24 months. This purchase volume represents approximately $2.16B in transactions.

Of the 174 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 17,375,912 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 5/26/2026 by MarketBeat.com Staff.
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