Dutch Bros Inc. BROS
Institutional shares held
97.4 Million
1.84M
calls
1.87M
puts
Total value of holdings
$5.89B
$111M
calls
$113M
puts
Market Cap
$2.36B
39,558,000
Shares Out.
Institutional ownership
246.19%
# of Institutions
398
We take great care to ensure that the data presented and summarized in this overview for Dutch Bros Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding BROS
View all-
Vanguard Group Inc Valley Forge, PA10MShares$599 Million0.01% of portfolio
-
Baillie Gifford & CO7.01MShares$418 Million0.17% of portfolio
-
Tsg Consumer Partners LP Larkspur, CA5.22MShares$312 Million31.8% of portfolio
-
Marshall Wace, LLP London, X04.91MShares$293 Million0.2% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY4.49MShares$268 Million0.13% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT4.13MShares$246 Million0.66% of portfolio
-
Black Rock Inc. New York, NY3.73MShares$223 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD3MShares$179 Million0.06% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il2.63MShares$157 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.48MShares$148 Million0.01% of portfolio
Latest Institutional Activity in BROS
Top Purchases
Top Sells
About BROS
Dutch Bros Inc. operates and franchises drive-thru shops. It offers Dutch Bros hot and cold espresso-based beverages, and cold brew coffee products, as well as Blue Rebel energy drinks, tea, lemonade, smoothies, and other beverages through company-operated shops and online channels. As of May 11, 2022, it operated 572 drive-thru coffee locations across 12 states in the United States. The company was founded in 1992 and is headquartered in Grants Pass, Oregon.
Insider Transactions at BROS
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 31
2024
|
C. David Cone Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+19.55%
|
-
|
|
Dec 31
2024
|
Stephen Gillett Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+4.77%
|
-
|
|
Dec 31
2024
|
Kathryn George Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+6.58%
|
-
|
|
Dec 31
2024
|
Thomas James Davis Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+6.58%
|
-
|
|
Dec 31
2024
|
Ann M Miller Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+8.68%
|
-
|
|
Nov 04
2024
|
Travis Boersma Executive Chairman of Board |
SELL
Open market or private sale
|
Indirect |
38,339
-42.47%
|
$1,265,187
$33.67 P/Share
|
|
Nov 04
2024
|
Dm Trust Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
38,339
-42.47%
|
$1,265,187
$33.67 P/Share
|
|
Nov 01
2024
|
Dm Individual Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
115,854
-92.19%
|
$3,823,182
$33.38 P/Share
|
|
Nov 01
2024
|
Dm Trust Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
169,608
-75.87%
|
$5,597,064
$33.37 P/Share
|
|
Nov 01
2024
|
Travis Boersma Executive Chairman of Board |
SELL
Open market or private sale
|
Indirect |
285,462
-84.03%
|
$9,420,246
$33.38 P/Share
|
|
Oct 28
2024
|
Dm Trust Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
40,397
-15.3%
|
$1,454,292
$36.03 P/Share
|
|
Oct 28
2024
|
Dm Individual Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
40,323
-24.29%
|
$1,451,628
$36.03 P/Share
|
|
Oct 28
2024
|
Travis Boersma Executive Chairman of Board |
SELL
Open market or private sale
|
Indirect |
80,720
-19.8%
|
$2,905,920
$36.03 P/Share
|
|
Sep 30
2024
|
Kathryn George Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+7.04%
|
-
|
|
Sep 30
2024
|
C. David Cone Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+24.3%
|
-
|
|
Sep 30
2024
|
Ann M Miller Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+9.5%
|
-
|
|
Sep 30
2024
|
Stephen Gillett Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+5.01%
|
-
|
|
Sep 30
2024
|
Thomas James Davis Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+7.04%
|
-
|
|
Sep 16
2024
|
Dm Trust Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
18,223
-6.46%
|
$619,582
$34.13 P/Share
|
|
Sep 16
2024
|
Travis Boersma Executive Chairman of Board |
SELL
Open market or private sale
|
Indirect |
18,223
-6.46%
|
$619,582
$34.13 P/Share
|
Last 12 Months Summary
Buy / Acquisition
37.6M
Shares
From
11
Insiders
| Bona fide gift | 170K shares |
|---|---|
| Exercise of conversion of derivative security | 18.3K shares |
| Conversion of derivative security | 37.4M shares |
Sell / Disposition
122M
Shares
From
13
Insiders
| Bona fide gift | 170K shares |
|---|---|
| Open market or private sale | 44.5M shares |
| Other acquisition or disposition | 72.3M shares |
| Conversion of derivative security | 4.8M shares |