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Dutch Bros (BROS) Institutional Ownership

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$31.56
-0.29 (-0.91%)
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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)
141
Total
Institutional Inflows
(last 12 months)
$392.12M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$254.51M
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BROS Institutional Buying and Selling by Quarter

Dutch Bros Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
3/11/2024Vanguard Group Inc.4,750,468$150.45M0.0%+2.9%2.682%
2/23/2024Chicago Partners Investment Group LLC8,405$266K0.0%N/A0.005%
2/17/2024Bullseye Asset Management LLC6,000$190K0.1%+20.0%0.003%
2/16/2024Price T Rowe Associates Inc. MD14,600$463K0.0%+41.7%0.008%
2/16/2024GSA Capital Partners LLP23,471$743K0.1%N/A0.013%
2/15/2024Legal & General Group Plc51,239$1.62M0.0%-3.3%0.029%
2/15/2024Barclays PLC206,076$6.53M0.0%+997.7%0.116%
2/15/2024Vanguard Group Inc.4,750,468$150.45M0.0%+2.9%2.682%
2/15/2024 Weiss Multi Strategy Advisers LLC444,474$14.08M0.3%N/A0.251%
2/15/2024Price T Rowe Associates Inc. MD14,600$463K0.0%+41.7%0.008%
2/15/2024Baird Financial Group Inc.39,625$1.26M0.0%+46.3%0.022%
2/15/2024Comerica Bank32,134$1.02M0.0%-1.6%0.018%
2/14/2024Royal Bank of Canada15,339$486K0.0%-4.9%0.009%
2/14/2024Empirical Capital Management LLC7,500$238K0.2%N/A0.004%
2/14/2024Point72 Asset Management L.P.1,173,555$37.17M0.1%N/A0.663%
2/14/2024Creative Planning7,258$230K0.0%-43.1%0.004%
2/14/2024Cubist Systematic Strategies LLC286,362$9.07M0.1%N/A0.162%
2/14/2024Balyasny Asset Management L.P.578,852$18.33M0.0%N/A0.327%
2/14/2024Neuberger Berman Group LLC27,759$879K0.0%+17.7%0.016%
2/14/2024Verition Fund Management LLC290,113$9.19M0.1%+95.5%0.164%
2/14/2024Sei Investments Co.33,769$1.07M0.0%-52.8%0.019%
2/14/2024Capital Fund Management S.A.95,005$3.01M0.0%+5.1%0.054%
2/14/2024Ghisallo Capital Management LLC350,000$11.08M1.1%+30.5%0.198%
2/14/2024Seven Eight Capital LP15,804$501K0.1%N/A0.009%
2/14/2024AdvisorShares Investments LLC4,600$146K0.0%N/A0.003%
2/13/2024Envestnet Asset Management Inc.13,190$418K0.0%+52.0%0.007%
2/13/2024Northern Trust Corp169,675$5.37M0.0%+37.4%0.096%
2/13/2024Cetera Advisor Networks LLC12,397$393K0.0%-13.4%0.007%
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%
2/13/2024The Manufacturers Life Insurance Company 7,657$242K0.0%N/A0.004%
2/13/2024Bridgecreek Investment Management LLC28,950$917K0.2%N/A0.016%
2/13/2024California State Teachers Retirement System49,885$1.58M0.0%+3.8%0.028%
2/12/2024Boulder Hill Capital Management LP78,400$2.48M1.3%N/A0.044%
2/12/2024Capstone Investment Advisors LLC28,224$894K0.0%-7.7%0.016%
2/12/2024TD Asset Management Inc71,406$2.26M0.0%+200.3%0.040%
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2/12/2024Steward Partners Investment Advisory LLC17,316$548K0.0%+9.1%0.010%
2/12/2024Parallel Advisors LLC1,414$45K0.0%-22.1%0.001%
2/9/2024Neuberger 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%
2/9/2024D.A. Davidson & CO.14,172$449K0.0%+10.0%0.008%
2/9/2024UBS Group AG327,142$10.36M0.0%+126.4%0.185%
2/9/2024Dynamic Technology Lab Private Ltd21,974$696K0.1%+51.3%0.012%
2/9/2024Norges Bank74,682$2.37M0.0%N/A0.042%
2/8/2024Financial Advocates Investment Management29,453$933K0.1%-12.1%0.017%
2/8/2024EFG Asset Management North America Corp.32,862$1.04M0.2%-2.4%0.019%
2/8/2024Janney Montgomery Scott LLC13,900$440K0.0%-15.6%0.008%
2/7/2024Dimensional Fund Advisors LP35,042$1.11M0.0%+5.6%0.020%
2/7/2024Seven Grand Managers LLC20,000$633K0.6%-58.2%0.011%
2/7/2024Jump Financial LLC128,500$4.07M0.1%N/A0.073%
2/7/2024Qsemble Capital Management LP8,841$280K0.1%N/A0.005%
2/7/2024Versor Investments LP19,849$629K0.1%-4.0%0.011%
2/7/2024Van Hulzen Asset Management LLC11,890$377K0.0%+19.1%0.007%
2/6/2024Charles Schwab Investment Management Inc.296,939$9.40M0.0%+5.0%0.168%
2/6/2024Private Advisor Group LLC6,949$220K0.0%N/A0.004%
2/6/2024TCG Advisory Services LLC28,950$917K0.1%N/A0.016%
2/6/2024 Royal Fund Management LLC21,400$678K0.1%-12.7%0.012%
2/6/2024Swiss National Bank110,300$3.49M0.0%-8.0%0.062%
2/6/2024RB Capital Management LLC9,290$294K0.1%-20.3%0.005%
2/5/2024Victory Capital Management Inc.14,443$457K0.0%+64.9%0.008%
2/5/2024Kestra Private Wealth Services LLC23,510$745K0.0%+19.6%0.013%
2/5/2024Orca Investment Management LLC18,569$588K0.6%+10.2%0.010%
2/2/2024Truist Financial Corp10,847$344K0.0%-6.4%0.006%
2/1/2024Handelsbanken Fonder AB8,100$257K0.0%N/A0.005%
1/31/2024Cannon Global Investment Management LLC15,000$475K3.6%N/A0.008%
1/30/2024TRUE Private Wealth Advisors77,082$2.44M0.3%-3.9%0.044%
1/30/2024Avior Wealth Management LLC1,283$41K0.0%+1,610.7%0.001%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 11,481$364K0.0%+22.4%0.006%
1/30/2024Taylor Frigon Capital Management LLC114,010$3.61M1.8%-2.8%0.064%
1/26/2024Cherry Creek Investment Advisors Inc.10,330$327K0.2%N/A0.006%
1/26/2024Geneos Wealth Management Inc.1,975$63K0.0%-35.6%0.001%
1/25/2024Allspring Global Investments Holdings LLC179,721$5.69M0.0%-20.8%0.101%
1/25/2024 International Assets Investment Management LLC24,164$763K0.0%N/A0.014%
1/24/2024Mirae Asset Global Investments Co. Ltd.25,433$805K0.0%+16.7%0.014%
1/24/2024DekaBank Deutsche Girozentrale1,249$40K0.0%N/A0.001%
1/24/2024Allworth Financial LP1,598$51K0.0%+41.8%0.001%
1/24/2024 International Assets Investment Management LLC24,164$763K0.0%N/A0.014%
1/24/2024Arizona State Retirement System15,654$496K0.0%+33.8%0.009%
1/23/2024Private Wealth Advisors LLC47,275$1.50M0.6%-2.7%0.027%
1/23/2024WoodTrust Financial Corp8,550$271K0.0%N/A0.005%
1/23/2024Fenimore Asset Management Inc.429,758$13.61M0.3%N/A0.243%
1/17/2024Jamison Private Wealth Management Inc.12,387$392K0.1%-17.4%0.007%
1/16/2024Raymond James Financial Services Advisors Inc.70,422$2.23M0.0%+50.8%0.040%
1/16/2024Raymond James & Associates42,674$1.35M0.0%-32.8%0.024%
1/12/2024GPS Wealth Strategies Group LLC2,490$79K0.0%+31.1%0.001%
“Forget Tesla, this is Elon’s Next Big Thing” (Ad)

According to Forbes, this breakthrough could define the future of AI. Most people don’t know about it… Because it was found 750 miles away from Silicon Valley.

Click here to see the details.
1/12/2024 Clearview Wealth Advisors LLC6,995$222K0.3%N/A0.004%
1/10/2024 Wealth Management Partners LLC18,034$571K0.3%-23.8%0.010%
1/10/2024Nordea Investment Management AB121,508$3.85M0.0%N/A0.069%
1/5/2024 Renaissance Capital LLC21,770$689K0.3%+26.8%0.012%
12/18/2023Vanguard Group Inc.4,614,550$107.29M0.0%+32.1%2.605%
12/11/2023Wesbanco Bank Inc.32,785$762K0.0%+42.6%0.019%
11/30/2023American Century Companies Inc.1,177,148$27.37M0.0%+191.7%0.665%
11/28/2023IMA Wealth Inc.46,226$1.08M0.3%-2.5%0.026%
11/21/2023Comerica Bank32,648$759K0.0%N/A0.018%
11/16/2023Creative Planning12,758$297K0.0%-8.4%0.028%
(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, 234 institutional investors and hedge funds held shares of Dutch Bros. The most heavily invested institutionals were TSG Consumer Partners LP ($1.47B), FMR LLC ($199.53M), Vanguard Group Inc. ($150.45M), Point72 Asset Management L.P. ($37.17M), Franklin Resources Inc. ($35.73M), American Century Companies Inc. ($27.37M), and Lord Abbett & CO. LLC ($24.60M).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 209 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), Marshall Wace LLP ($1.87M), Vanguard Group Inc. ($1.39M), Point72 Asset Management L.P. ($1.17M), American Century Companies Inc. ($1.05M), Balyasny Asset Management L.P. ($578.85K), and Clearbridge Investments LLC ($565.06K).

How much institutional buying is happening at Dutch Bros?

Institutional investors have bought a total of 22,299,909 shares in the last 24 months. This purchase volume represents approximately $696.18M in transactions.

Which Dutch Bros major shareholders have been selling company stock?

Of the 103 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), Price T Rowe Associates Inc. MD ($1.02M), Invesco Ltd. ($667.51K), Federated Hermes Inc. ($500K), Marshall Wace LLP ($445.57K), and Massachusetts Financial Services Co. MA ($288.36K).

How much institutional selling is happening at Dutch Bros?

Institutional investors have sold a total of 21,284,258 shares in the last 24 months. This volume of shares sold represents approximately $691.29M in transactions.


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This page (NYSE:BROS) was last updated on 4/16/2024 by MarketBeat.com Staff

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