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 456 institutions that hold shares in the stock, with a total of 93.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
826
shares
|
$48,131
0.03% of portfolio
|
Q4 2024
Added 20.41%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
815
shares
|
$47,490
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
775
shares
|
$45,159
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
768
shares
|
$44,751
0.03% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
750
shares
|
$43,702
0.01% of portfolio
|
Q3 2024
Added 87.5%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
747
shares
|
$43,527
0.01% of portfolio
|
Q4 2024
Reduced 57.07%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
741
shares
|
$43,178
0.01% of portfolio
|
Q4 2024
Reduced 32.08%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
686
shares
|
$39,973
0.01% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
675
shares
|
$39,332
0.02% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
629
shares
|
$36,651
0.0% of portfolio
|
Q4 2024
Reduced 76.58%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
600
shares
|
$34,962
0.0% of portfolio
|
Q2 2022
Added 9.09%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
600
shares
|
$34,962
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
517
shares
|
$30,125
0.0% of portfolio
|
Q4 2024
Added 638.57%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
506
shares
|
$29,484
0.0% of portfolio
|
Q3 2022
Added 6.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
504
shares
|
$29,368
0.0% of portfolio
|
Q3 2024
Added 147.06%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
500
shares
|
$29,135
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
500
shares
|
$29,135
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
475
shares
|
$27,678
0.01% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
470
shares
|
$27,386
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
429
shares
|
$24,997
0.0% of portfolio
|
Q4 2024
Added 150.88%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
428
shares
|
$24,939
0.0% of portfolio
|
Q4 2024
Reduced 15.58%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
421
shares
|
$24,531
0.0% of portfolio
|
Q3 2022
Reduced 52.27%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
382
shares
|
$22,259
0.0% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
350
shares
|
$20,394
0.0% of portfolio
|
Q2 2022
Added 7.69%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
349
shares
|
$20,336
0.0% of portfolio
|
Q4 2024
New holding
|