Institutional Ownership Dutch Bros Inc. (BROS)
This table provides information about the institutional ownership of Dutch Bros Inc. (BROS). We have compiled data on the 557 institutions that hold shares in the stock, with a total of 96.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
10,908
shares
|
$716,001
0.0% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
10,874
shares
|
$713,769
0.38% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
10,752
shares
|
$705,761
0.0% of portfolio
|
Q2 2025
Reduced 60.34%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
10,586
shares
|
$694,865
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Yorktown Management & Research CO Inc
|
Aug 04, 2025 Q2 2025 |
10,300
shares
|
$676,092
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
9,992
shares
|
$655,874
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
9,820
shares
|
$644,584
0.16% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Legato Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
9,580
shares
|
$628,831
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
9,530
shares
|
$625,549
0.0% of portfolio
|
Q2 2025
Reduced 59.91%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
9,047
shares
|
$593,845
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,965
shares
|
$588,462
0.01% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,886
shares
|
$583,277
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
8,772
shares
|
$575,794
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
8,746
shares
|
$574,087
0.0% of portfolio
|
Q2 2025
Reduced 69.79%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
8,599
shares
|
$564,438
0.04% of portfolio
|
Q2 2025
Added 32.39%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
8,524
shares
|
$559,515
0.0% of portfolio
|
Q2 2025
Added 33.58%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
8,442
shares
|
$554,132
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
8,334
shares
|
$547,043
0.01% of portfolio
|
Q2 2025
Added 314.21%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
8,322
shares
|
$546,256
0.01% of portfolio
|
Q2 2025
Reduced 86.35%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
8,170
shares
|
$536,278
0.0% of portfolio
|
Q2 2025
Added 72.33%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,167
shares
|
$536,081
0.06% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
8,072
shares
|
$529,846
0.25% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
8,009
shares
|
$525,710
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Bullseye Asset Management LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
8,000
shares
|
$525,120
0.27% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,990
shares
|
$524,463
0.02% of portfolio
|
Q2 2025
Added 6.76%
|