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 520 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $5.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,434
shares
|
$238,150
0.0% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
4,380
shares
|
$235,249
0.04% of portfolio
|
Q3 2025
Reduced 85.79%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
4,365
shares
|
$234,444
0.0% of portfolio
|
Q3 2025
Reduced 15.08%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,257
shares
|
$228,643
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
4,250
shares
|
$228,267
0.13% of portfolio
|
Q3 2025
Added 88.89%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
4,209
shares
|
$226,065
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
4,200
shares
|
$225,582
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
4,192
shares
|
$225,152
0.01% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,839
shares
|
$206,192
0.0% of portfolio
|
Q3 2025
Reduced 64.3%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,634
shares
|
$195,182
0.0% of portfolio
|
Q3 2025
Reduced 35.58%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,571
shares
|
$191,798
0.01% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Gp Brinson Investments LLC
|
Jan 02, 2026 Q4 2025 |
3,500
shares
|
$187,985
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,496
shares
|
$187,770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,312
shares
|
$177,887
0.0% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,180
shares
|
$170,797
0.14% of portfolio
|
Q3 2025
Reduced 19.82%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
3,135
shares
|
$168,380
0.0% of portfolio
|
Q2 2025
Reduced 38.97%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
2,952
shares
|
$158,551
0.03% of portfolio
|
Q3 2025
Added 37.17%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
2,804
shares
|
$150,602
0.0% of portfolio
|
Q3 2025
Reduced 78.56%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
2,245
shares
|
$120,578
0.01% of portfolio
|
Q3 2025
Added 1011.39%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,933
shares
|
$103,821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,700
shares
|
$91,307
0.01% of portfolio
|
Q3 2025
Added 12976.92%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
1,595
shares
|
$85,667
0.06% of portfolio
|
Q1 2025
Added 14.75%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,564
shares
|
$84,002
0.0% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,548
shares
|
$83,143
0.0% of portfolio
|
Q3 2025
Added 107.79%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,500
shares
|
$80,565
0.02% of portfolio
|
Q3 2025
Reduced 6.54%
|
|