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 549 institutions that hold shares in the stock, with a total of 94.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
80
shares
|
$5,022
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
80
shares
|
$5,022
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
75
shares
|
$4,708
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
74
shares
|
$4,645
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
72
shares
|
$4,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
68
shares
|
$4,269
0.0% of portfolio
|
Q1 2025
Reduced 72.8%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
67
shares
|
$4,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
65
shares
|
$4,080
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
64
shares
|
$4,017
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
54
shares
|
$3,390
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
50
shares
|
$3,139
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
50
shares
|
$3,139
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
49
shares
|
$3,076
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
42
shares
|
$2,636
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
41
shares
|
$2,573
0.0% of portfolio
|
Q2 2024
Added 78.26%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
36
shares
|
$2,260
0.0% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$1,883
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
30
shares
|
$1,883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
30
shares
|
$1,883
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
30
shares
|
$1,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
29
shares
|
$1,820
0.0% of portfolio
|
Q1 2025
Added 262.5%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
25
shares
|
$1,569
0.0% of portfolio
|
Q2 2025
Reduced 64.79%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
25
shares
|
$1,569
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
25
shares
|
$1,569
0.0% of portfolio
|
Q1 2025
Added 38.89%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
22
shares
|
$1,381
0.0% of portfolio
|
Q1 2025
Added 69.23%
|