BROS · Company research
Dutch Bros Inc. (BROS): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableConsumer
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1812103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 202 | 14506 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 292 | 20969 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| JOHO CAPITAL LLC | 1106500 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1418394 | 101854873 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 852 | 61182 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ISLAY CAPITAL MANAGEMENT, LLC | 1738560 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 255 | 18312 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 1149 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| R Squared Ltd | 1896148 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3514 | 252340 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| 111 Capital | 2060412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6988 | 501808 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TD Waterhouse Canada Inc. | 1999606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 6607 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Avondale Wealth Management | 1738720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3500 | 251335 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CGC Financial Services, LLC | 1992785 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172 | 12351 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Seneschal Advisors, LLC | 2039659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 7181 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6209 | 445868 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ARCADIA INVESTMENT ADVISORS LLC | 2047860 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 204 | 14650 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Radnor Capital Management, LLC | 1696867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5785 | 415421 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| JFS WEALTH ADVISORS, LLC | 1568068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 2155 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10756 | 772388 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 431 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 719 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49084 | 3524722 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ARMISTICE CAPITAL, LLC | 1601086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25772 | 1850687 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16131 | 1158367 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Millstone Evans Group, LLC | 2041943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 7181 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OPPENHEIMER ASSET MANAGEMENT INC. | 1269119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22894 | 1644018 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Manchester Capital Management LLC | 1393389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 144 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RiverPark Advisors, LLC | 1484256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2605 | 187065 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197 | 14147 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Balefire, LLC | 1750924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3096 | 222324 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3851321 | 276562384 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1538 | 110430 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Cape Investment Advisory, Inc. | 1944437 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 2585 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2030 | 145774 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3874 | 278192 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47303 | 3396828 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3132 | 224730 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Smartleaf Asset Management LLC | 2010393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 381 | 27314 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34084 | 2448 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130029 | 9337382 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 741 | 53211 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| KENNEDY CAPITAL MANAGEMENT LLC | 884589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57337 | 4117370 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 2011 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Mediolanum International Funds Ltd | 2022028 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138116 | 9901536 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139 | 9982 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71715 | 5149854 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sawyer & Company, Inc | 1722436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55 | 3950 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| GP Brinson Investments LLC | 1860928 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3500 | 251335 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45504 | 3268 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Anchor Bay Capital, Inc. | 2083500 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3012 | 154486 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NorthRock Partners, LLC | 1632097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3566 | 256074 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5304 | 380879 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Merrithew & Thorsten Inc | 2107460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 7 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| AdvisorNet Financial, Inc | 1409362 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 144 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| WEALTH ALLIANCE, LLC | 1793904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3016 | 216579 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1140334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1141 | 81936 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Quantbot Technologies LP | 1512991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60795 | 4365689 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Western Wealth Management, LLC | 1767902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3039 | 218232 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4112 | 295282 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64 | 4596 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| CONGRESS ASSET MANAGEMENT CO | 897378 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 648457 | 46565697 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Prestige Wealth Management Group LLC | 1772715 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 107 | 7684 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HOLLENCREST CAPITAL MANAGEMENT | 1161722 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1305 | 93712 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16038 | 1175746 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5780 | 415062 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ANDERSON HOAGLAND & CO | 791191 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55065 | 3954218 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37294 | 2678082 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Perennial Investment Advisors, LLC | 1801523 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3441 | 247140 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 1492 Capital Management LLC | 1584087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32838 | 2358097 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Blueshift Asset Management, LLC | 1727827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9432 | 677312 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hudson Bay Capital Management LP | 1393825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53486 | 3840830 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8667 | 622377 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Reliant Investment Partners, LLC | 2069207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2960 | 212558 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Alliance Wealth Advisors, LLC /UT | 1893261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7345 | 527444 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1520354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1819 | 130622 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Meiji Yasuda Asset Management Co Ltd. | 1491685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2924 | 209972 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Investors Portfolio Services LLC | 2073833 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57 | 4093 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 575 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 762152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29800 | 2139938 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Bullseye Asset Management LLC | 1513779 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48645 | 3493 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11574 | 831 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 280437 | 20138181 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.