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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
787
shares
|
$51,658
0.02% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
771
shares
|
$50,608
0.0% of portfolio
|
Q2 2025
Reduced 87.11%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
745
shares
|
$48,901
0.0% of portfolio
|
Q2 2025
Added 166.07%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
741
shares
|
$48,639
0.01% of portfolio
|
Q4 2024
Reduced 32.08%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
701
shares
|
$46,013
0.0% of portfolio
|
Q2 2025
Added 2704.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
689
shares
|
$45,225
0.0% of portfolio
|
Q2 2025
Reduced 37.31%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
686
shares
|
$45,029
0.01% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
676
shares
|
$44,372
0.03% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
651
shares
|
$42,731
0.0% of portfolio
|
Q2 2025
Reduced 20.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
647
shares
|
$42,469
0.0% of portfolio
|
Q2 2025
Added 131.07%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
634
shares
|
$41,615
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
619
shares
|
$40,631
0.01% of portfolio
|
Q2 2025
Added 12280.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
600
shares
|
$39,384
0.0% of portfolio
|
Q2 2022
Added 9.09%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
588
shares
|
$38,596
0.02% of portfolio
|
Q2 2025
Added 4423.08%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
525
shares
|
$34,461
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
506
shares
|
$33,213
0.0% of portfolio
|
Q3 2022
Added 6.3%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
500
shares
|
$32,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
470
shares
|
$30,850
0.0% of portfolio
|
Q2 2025
Reduced 41.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
436
shares
|
$28,619
0.0% of portfolio
|
Q2 2025
Added 34.98%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
421
shares
|
$27,634
0.0% of portfolio
|
Q3 2022
Reduced 52.27%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
396
shares
|
$25,993
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
371
shares
|
$24,352
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
350
shares
|
$22,974
0.0% of portfolio
|
Q2 2022
Added 7.69%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
349
shares
|
$22,908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
334
shares
|
$21,923
0.0% of portfolio
|
Q1 2024
New holding
|