Dutch Bros Inc. BROS
Institutional shares held
93.9 Million
2.03M
calls
1.51M
puts
Total value of holdings
$5.47B
$118M
calls
$87.9M
puts
Market Cap
$2.26B
39,558,000
Shares Out.
Institutional ownership
237.41%
# of Institutions
454
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, PA10.2MShares$581 Million0.01% of portfolio
-
Baillie Gifford & CO6.14MShares$350 Million0.25% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY5.12MShares$292 Million0.22% of portfolio
-
Black Rock Inc. New York, NY3.73MShares$213 Million0.0% of portfolio
-
Tsg Consumer Partners LP Larkspur, CA3.51MShares$200 Million100.0% of portfolio
-
Fil LTD Hamilton, D03.37MShares$192 Million0.18% of portfolio
-
Wasatch Advisors Inc Salt Lake City, UT3.24MShares$185 Million0.85% of portfolio
-
1832 Asset Management L.P. Toronto, A62.63MShares$150 Million0.27% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD2.47MShares$141 Million0.08% of portfolio
-
Eagle Asset Management Inc St Petersburg, FL2.02MShares$115 Million0.39% 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 |
|---|---|---|---|---|---|
|
Mar 31
2025
|
Ann M Miller Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+7.98%
|
-
|
|
Mar 31
2025
|
C. David Cone Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+16.35%
|
-
|
|
Mar 31
2025
|
Thomas James Davis Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+6.17%
|
-
|
|
Mar 31
2025
|
Kathryn George Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+6.17%
|
-
|
|
Mar 31
2025
|
Stephen Gillett Director |
BUY
Exercise of conversion of derivative security
|
Direct |
762
+4.56%
|
-
|
|
Mar 01
2025
|
Christine Barone CEO and President |
SELL
Payment of exercise price or tax liability
|
Direct |
27,034
-24.5%
|
$2,135,686
$79.16 P/Share
|
|
Mar 01
2025
|
Christine Barone CEO and President |
BUY
Exercise of conversion of derivative security
|
Direct |
69,065
+37.43%
|
-
|
|
Mar 01
2025
|
Tana Davila Chief Marketing Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,566
-27.88%
|
$123,714
$79.16 P/Share
|
|
Mar 01
2025
|
Tana Davila Chief Marketing Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
5,617
+50.0%
|
-
|
|
Mar 01
2025
|
Sumitro Ghosh President of Operations |
SELL
Payment of exercise price or tax liability
|
Direct |
4,284
-21.76%
|
$338,436
$79.16 P/Share
|
|
Mar 01
2025
|
Sumitro Ghosh President of Operations |
BUY
Exercise of conversion of derivative security
|
Direct |
14,605
+41.73%
|
-
|
|
Mar 01
2025
|
Joshua J Guenser Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
7,705
-25.32%
|
$608,695
$79.16 P/Share
|
|
Mar 01
2025
|
Joshua J Guenser Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
22,806
+43.34%
|
-
|
|
Mar 01
2025
|
Victoria J Tullett Chief Legal Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
4,875
-19.24%
|
$385,125
$79.16 P/Share
|
|
Mar 01
2025
|
Victoria J Tullett Chief Legal Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
16,020
+37.79%
|
-
|
|
Feb 27
2025
|
Dm Individual Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
81,025
-0.71%
|
$6,238,925
$77.14 P/Share
|
|
Feb 27
2025
|
Travis Boersma Executive Chairman of Board |
SELL
Open market or private sale
|
Indirect |
209,862
-0.71%
|
$16,159,374
$77.14 P/Share
|
|
Feb 27
2025
|
Dm Trust Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
128,837
-0.71%
|
$9,920,449
$77.14 P/Share
|
|
Feb 26
2025
|
Dm Individual Aggregator, LLC > 10% Shareholder |
SELL
Open market or private sale
|
Direct |
182,123
-2.49%
|
$13,659,225
$75.73 P/Share
|
|
Feb 26
2025
|
Travis Boersma Executive Chairman of Board |
SELL
Open market or private sale
|
Indirect |
471,718
-2.49%
|
$35,378,850
$75.73 P/Share
|
Last 12 Months Summary
Buy / Acquisition
33.2M
Shares
From
15
Insiders
| Exercise of conversion of derivative security | 149K shares |
|---|---|
| Conversion of derivative security | 33.1M shares |
Sell / Disposition
88.3M
Shares
From
13
Insiders
| Other acquisition or disposition | 59.6M shares |
|---|---|
| Open market or private sale | 28.7M shares |
| Payment of exercise price or tax liability | 46.1K shares |