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 462 institutions that hold shares in the stock, with a total of 92.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
49
shares
|
$2,988
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
45
shares
|
$2,744
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
44
shares
|
$2,683
0.0% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
41
shares
|
$2,500
0.0% of portfolio
|
Q2 2024
Added 78.26%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
34
shares
|
$2,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$1,829
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
30
shares
|
$1,829
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
25
shares
|
$1,524
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
22
shares
|
$1,341
0.0% of portfolio
|
Q1 2025
Added 69.23%
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
20
shares
|
$1,219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
20
shares
|
$1,219
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
18
shares
|
$1,097
0.0% of portfolio
|
Q4 2024
Added 1700.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
17
shares
|
$1,036
0.0% of portfolio
|
Q1 2024
Reduced 57.5%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
15
shares
|
$914
0.0% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
15
shares
|
$914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
13
shares
|
$792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
9
shares
|
$548
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
8
shares
|
$487
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
8
shares
|
$487
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
7
shares
|
$426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
7
shares
|
$426
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
5
shares
|
$304
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
5
shares
|
$304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
3
shares
|
$182
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
3
shares
|
$182
0.0% of portfolio
|
Q3 2024
New holding
|