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 522 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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
25
shares
|
$1,342
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
25
shares
|
$1,342
0.0% of portfolio
|
Q2 2025
Reduced 64.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
20
shares
|
$1,074
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
17
shares
|
$913
0.0% of portfolio
|
Q1 2024
Reduced 57.5%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
15
shares
|
$805
0.0% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
12
shares
|
$644
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$537
0.0% of portfolio
|
Q2 2025
Reduced 99.99%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
10
shares
|
$537
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
9
shares
|
$483
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
9
shares
|
$483
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
6
shares
|
$322
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
6
shares
|
$322
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
5
shares
|
$268
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
5
shares
|
$268
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
5
shares
|
$268
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
4
shares
|
$214
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
4
shares
|
$214
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
4
shares
|
$214
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
4
shares
|
$214
0.0% of portfolio
|
Q3 2025
Reduced 99.15%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
3
shares
|
$161
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
3
shares
|
$161
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
3
shares
|
$161
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
3
shares
|
$161
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2
shares
|
$107
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2
shares
|
$107
0.0% of portfolio
|
Q3 2025
New holding
|
|