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Dutch Bros (BROS) Institutional Ownership

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$41.16 +1.99 (+5.09%)
Closing price 03:59 PM Eastern
Extended Trading
$41.06 -0.11 (-0.26%)
As of 07:10 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)
300
Total
Institutional Inflows
(last 12 months)
$1.61B
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$751.37M
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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
10/13/2026Avior Wealth Management LLC6,151$237K0.0%-27.6%0.004%
10/9/2026GK Wealth Management LLC1,442$56K0.0%N/A0.001%
10/9/2026Wedmont Private Capital9,690$385K0.0%+79.0%0.006%
10/9/2026GAMMA Investing LLC1,498$58K0.0%-48.8%0.001%
10/8/2026Farther Finance Advisors LLC5,345$206K0.0%-39.5%0.003%
10/8/2026CoreCap Advisors LLC1,405$54K0.0%-58.1%0.001%
10/8/2026Gradient Investments LLC15,357$592K0.0%+12.7%0.009%
10/6/2026Congress Asset Management Co.607,886$23.44M0.1%-6.3%0.348%
9/9/2026WINTON GROUP Ltd15,758$1.13M0.0%-58.5%0.009%
9/9/2026Engineers Gate Manager LP104,374$7.50M0.1%-68.9%0.060%
9/9/2026NorthRock Partners LLC3,566$256K0.0%N/A0.002%
9/9/2026Integrated Wealth Concepts LLC11,004$790K0.0%+16.1%0.006%
9/9/2026Maven Securities LTD11,538$829K0.0%N/A0.007%
9/9/2026NewEdge Advisors LLC4,810$345K0.0%+12.3%0.003%
9/9/2026Baird Financial Group Inc.524,569$37.67M0.1%+7.4%0.300%
9/8/2026Allworth Financial LP4,923$354K0.0%-8.0%0.003%
9/8/2026Arizona State Retirement System35,124$2.52M0.0%+0.7%0.020%
9/8/2026Nykredit A S2,833$203K0.0%N/A0.002%
8/27/2026Corient Private Wealth LP3,133$225K0.0%N/A0.002%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al18,400$1.32M0.0%N/A0.011%
8/24/2026Carlson Financial Inc.21,239$1.53M0.8%+1.8%0.012%
8/23/2026Wedmont Private Capital5,412$366K0.0%+33.8%0.003%
8/22/2026Concurrent Investment Advisors LLC183,322$13.16M0.1%-5.8%0.105%
8/21/2026Nykredit A S2,833$203K0.0%N/A0.002%
8/20/2026Quantitative Investment Management LLC12,012$862K0.1%N/A0.007%
8/20/2026Wedbush Securities Inc.7,877$566K0.0%-9.1%0.005%
8/19/2026Wellington Management Group LLP3,090,882$221.96M0.0%+38.0%1.769%
8/19/2026Archer Investment Corp1,400$101K0.0%N/A0.001%
8/18/2026North Star Asset Management Inc.4,200$302K0.0%N/A0.002%
8/18/2026Public Employees Retirement System of Ohio102,771$7.38M0.0%N/A0.059%
8/14/2026Ancora Advisors LLC400$29K0.0%N/A0.000%
8/11/2026Ninepoint Partners LP37,691$2.71M0.2%N/A0.022%
8/6/2026Orca Investment Management LLC16,866$1.21M0.9%N/A0.010%
7/10/2026Hyperion Asset Management Ltd598,044$42.95M1.1%N/A0.342%
7/10/2026Wasatch Advisors LP1,038,903$74.60M0.5%+17.8%0.595%
7/10/2026Handelsbanken Fonder AB34,600$2.49M0.0%+7.1%0.020%
7/8/2026Gradient Investments LLC13,630$979K0.0%N/A0.008%
7/8/2026Trust Point Inc.3,746$269K0.0%-16.7%0.002%
7/7/2026Balefire LLC3,096$222K0.0%N/A0.002%
7/7/2026GAMMA Investing LLC2,927$210K0.0%+12.7%0.002%
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7/7/2026Harbor Investment Advisory LLC2,030$146K0.0%+77.1%0.001%
7/7/2026CoreCap Advisors LLC3,353$241K0.0%+12,796.2%0.002%
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 Company91,944$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%
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%
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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%


BROS Institutional Ownership - Frequently Asked Questions

During the previous two years, 544 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 28,123,799 shares in the last 24 months. This purchase volume represents approximately $1.61B 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 12,673,234 shares in the last 24 months. This volume of shares sold represents approximately $751.37M in transactions.



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 10/13/2026. New 13F filings are added each quarter as they're published.
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