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 463 institutions that hold shares in the stock, with a total of 93 Million shares, which have been reported (via 13F filing form) to have a value of $5.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
428
shares
|
$26,099
0.0% of portfolio
|
Q4 2024
Reduced 15.58%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
421
shares
|
$25,672
0.0% of portfolio
|
Q3 2022
Reduced 52.27%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
360
shares
|
$21,952
0.0% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
350
shares
|
$21,343
0.0% of portfolio
|
Q2 2022
Added 7.69%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
349
shares
|
$21,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
344
shares
|
$20,977
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
334
shares
|
$20,367
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
330
shares
|
$20,123
0.0% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
311
shares
|
$18,964
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
286
shares
|
$17,440
0.0% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
280
shares
|
$17,074
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
275
shares
|
$16,769
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
265
shares
|
$16,159
0.0% of portfolio
|
Q4 2024
Added 54.97%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
250
shares
|
$15,245
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
237
shares
|
$14,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
215
shares
|
$13,110
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
204
shares
|
$12,439
0.01% of portfolio
|
Q4 2021
Added 92.45%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
202
shares
|
$12,317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
200
shares
|
$12,196
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$12,196
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
200
shares
|
$12,196
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$12,196
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
200
shares
|
$12,196
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
178
shares
|
$10,854
0.0% of portfolio
|
Q4 2024
Reduced 89.42%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
176
shares
|
$10,732
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|