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 518 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $5.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
200
shares
|
$10,742
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
200
shares
|
$10,742
0.0% of portfolio
|
Q1 2024
Added 300.0%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
189
shares
|
$10,151
0.0% of portfolio
|
Q3 2025
Reduced 17.47%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
179
shares
|
$9,614
0.0% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
178
shares
|
$9,560
0.0% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
167
shares
|
$8,969
0.0% of portfolio
|
Q3 2025
Reduced 93.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
160
shares
|
$8,593
0.0% of portfolio
|
Q3 2025
Reduced 77.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
151
shares
|
$8,110
0.0% of portfolio
|
Q3 2025
Reduced 65.37%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
127
shares
|
$6,821
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
123
shares
|
$6,606
0.0% of portfolio
|
Q3 2025
Reduced 80.13%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
121
shares
|
$6,498
0.0% of portfolio
|
Q3 2025
Reduced 72.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
111
shares
|
$5,961
0.0% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
108
shares
|
$5,800
0.0% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$5,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$5,371
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
100
shares
|
$5,371
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
100
shares
|
$5,371
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
100
shares
|
$5,371
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
100
shares
|
$5,371
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
100
shares
|
$5,371
0.01% of portfolio
|
Q2 2025
Reduced 85.19%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
100
shares
|
$5,371
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
98
shares
|
$5,263
0.0% of portfolio
|
Q1 2025
Reduced 22.83%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
90
shares
|
$4,833
0.0% of portfolio
|
Q4 2024
Added 73.08%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
80
shares
|
$4,296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
80
shares
|
$4,296
0.0% of portfolio
|
Q3 2024
New holding
|
|