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 |
|---|---|---|---|---|---|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,031
shares
|
$330,234
0.13% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
4,700
shares
|
$308,508
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,622
shares
|
$303,388
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,591
shares
|
$301,353
0.04% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
4,515
shares
|
$296,364
0.02% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
4,426
shares
|
$290,522
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,425
shares
|
$290,457
0.01% of portfolio
|
Q2 2025
Added 53.81%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Aug 14, 2025 Q2 2025 |
4,383
shares
|
$287,700
0.01% of portfolio
|
Q2 2025
Reduced 86.14%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,348
shares
|
$285,402
0.03% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
4,274
shares
|
$280,545
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
4,240
shares
|
$278,313
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
4,200
shares
|
$275,688
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
4,192
shares
|
$275,162
0.02% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
4,187
shares
|
$274,834
0.09% of portfolio
|
Q2 2025
Reduced 35.54%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,164
shares
|
$273,324
0.0% of portfolio
|
Q2 2025
Added 21.54%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
4,067
shares
|
$266,957
0.03% of portfolio
|
Q2 2025
Reduced 37.0%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
3,979
shares
|
$261,181
0.14% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
River Park Advisors, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
3,966
shares
|
$260,328
0.22% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
3,860
shares
|
$253,370
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,777
shares
|
$247,922
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
3,734
shares
|
$245,099
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,710
shares
|
$243,524
0.01% of portfolio
|
Q2 2025
Added 22.77%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
3,547
shares
|
$232,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
3,534
shares
|
$231,971
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
3,534
shares
|
$231,971
0.0% of portfolio
|
Q2 2025
Reduced 6.06%
|