DUTCH BROS INC (BROS)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
522
Reporting holders
$8.7B
Reported value
4.0%
Held as options
+44
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $1.2B | 16,724,132 | 0.05% | 20q | +74.8%+$514.0M |
| BlackRock, Inc. | $1.1B | 14,662,985 | 0.02% | 8q | +5.7%+$56.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $435.6M | 6,066,585 | 0.01% | 2q | +6.6%+$27.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $426.4M | 5,938,536 | 0.02% | 2q | +8.5%+$33.5M |
| STATE STREET CORP | $276.6M | 3,851,321 | 0.01% | 19q | +1.9%+$5.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $222.0M | 3,090,882 | 0.04% | 9q | +38.0%+$61.1M |
| CITADEL ADVISORS LLC | $215.1M | 2,210,958 | 0.02% | 20q | +10.2%+$19.8M |
| BAILLIE GIFFORD & CO | $196.7M | 2,738,885 | 0.18% | 8q | -8.5%-$18.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $178.4M | 2,483,555 | 0.01% | 19q | -1.8%-$3.3M |
| JANE STREET GROUP, LLC | $171.3M | 1,186,470 | 0.01% | 20q | +391.1%+$136.4M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $156.8M | 2,184,001 | 0.51% | 3q | -5.6%-$9.3M |
| 1832 Asset Management L.P. | $144.5M | 2,011,800 | 0.07% | 9q | +95.3%+$70.5M |
| GOLDMAN SACHS GROUP INC | $142.9M | 1,990,163 | 0.01% | 20q | +17.7%+$21.5M |
| MORGAN STANLEY | $135.5M | 1,887,011 | 0.01% | 20q | -23.4%-$41.4M |
| AMERICAN CENTURY COMPANIES INC | $123.2M | 1,716,097 | 0.05% | 20q | +29.3%+$27.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $116.7M | 314,492 | 0.01% | 20q | -32.1%-$55.2M |
| BANK OF AMERICA CORP /DE/ | $115.1M | 1,603,022 | 0.01% | 20q | -11.7%-$15.2M |
| TSG Consumer Partners LP | $114.0M | 1,587,292 | 100.00% | 19q | -30.4%-$49.7M |
| MARSHALL WACE, LLP | $104.8M | 1,459,562 | 0.08% | 13q | -43.7%-$81.5M |
| JOHO CAPITAL LLC | $101.9M | 1,418,394 | 22.12% | 12q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $90.5M | 1,259,865 | 0.02% | 16q | +4.6%+$4.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $86.6M | 1,206,398 | 0.01% | 19q | HELD |
| Sixth Street Partners Management Company, L.P. | $86.6M | 1,206,398 | 0.01% | new | NEW |
| UBS Group AG | $81.5M | 1,135,138 | 0.01% | 20q | -71.8%-$207.6M |
| Driehaus Capital Management LLC | $79.7M | 1,109,974 | 0.46% | new | NEW |
| AMERIPRISE FINANCIAL INC | $78.4M | 1,092,220 | 0.02% | 19q | -59.9%-$117.0M |
| Bank of New York Mellon Corp | $77.8M | 1,083,514 | 0.01% | 20q | +3.7%+$2.8M |
| VOYA INVESTMENT MANAGEMENT LLC | $77.0M | 1,072,578 | 0.07% | 10q | -1.9%-$1.5M |
| WASATCH ADVISORS LP | $74.6M | 1,038,903 | 0.49% | 10q | +17.8%+$11.3M |
| NORGES BANK | $73.8M | 1,027,033 | 0.01% | 10q | -35.1%-$40.0M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $71.8M | 999,925 | 0.11% | 3q | -2.1%-$1.5M |
| Squarepoint Ops LLC | $71.3M | 881,257 | 0.08% | 14q | -5.8%-$4.4M |
| NORTHERN TRUST CORP | $69.2M | 963,042 | 0.01% | 19q | -1.0%-$678.4K |
| Stephens Investment Management Group LLC | $67.1M | 934,504 | 0.72% | 5q | +180.6%+$43.2M |
| RAYMOND JAMES FINANCIAL INC | $62.8M | 874,086 | 0.02% | 7q | -10.9%-$7.7M |
| Clearbridge Investments, LLC | $62.6M | 871,582 | 0.05% | 20q | +1.4%+$873.7K |
| VANGUARD FIDUCIARY TRUST CO | $59.5M | 829,201 | 0.01% | 2q | +2.8%+$1.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | $47.7M | 664,039 | 0.03% | 10q | -11.7%-$6.3M |
| OBERWEIS ASSET MANAGEMENT INC/ | $47.1M | 656,093 | 0.97% | 9q | +9.6%+$4.1M |
| CONGRESS ASSET MANAGEMENT CO | $46.6M | 648,457 | 0.29% | 4q | +198.7%+$31.0M |
| Danica Pension, Livsforsikringsaktieselskab | $44.4M | 618,516 | 0.71% | 2q | -6.7%-$3.2M |
| Hyperion Asset Management Ltd | $42.9M | 598,044 | 1.14% | new | NEW |
| LPL Financial LLC | $42.8M | 596,446 | 0.01% | 17q | +3.7%+$1.5M |
| Freestone Grove Partners LP | $41.6M | 579,389 | 0.27% | 4q | -61.5%-$66.4M |
| Invesco Ltd. | $37.9M | 528,431 | 0.00% | 9q | -69.0%-$84.6M |
| Baird Financial Group, Inc. | $37.7M | 524,569 | 0.05% | 20q | +7.4%+$2.6M |
| ROYAL BANK OF CANADA | $36.1M | 503,315 | 0.01% | 20q | +13.7%+$4.4M |
| FEDERATED HERMES, INC. | $35.4M | 492,783 | 0.05% | 20q | -19.2%-$8.4M |
| Allspring Global Investments Holdings, LLC | $35.3M | 481,250 | 0.05% | 12q | -37.6%-$21.3M |
| IMC-Chicago, LLC | $31.2M | options only | 0.01% | 10q | OPTIONS |
| BNP PARIBAS FINANCIAL MARKETS | $27.3M | 379,740 | 0.01% | 7q | +128.3%+$15.3M |
| Point72 Asset Management, L.P. | $27.1M | 328,545 | 0.03% | 3q | -88.2%-$201.8M |
| JENNISON ASSOCIATES LLC | $25.9M | 360,198 | 0.02% | 5q | -3.5%-$932.8K |
| WELLS FARGO & COMPANY/MN | $24.5M | 341,153 | 0.00% | 20q | -6.8%-$1.8M |
| Walleye Trading LLC | $24.4M | 35,064 | 0.03% | 19q | +517.8%+$20.4M |
| RHUMBLINE ADVISERS | $24.2M | 336,354 | 0.02% | 13q | -2.6%-$649.7K |
| PRINCIPAL FINANCIAL GROUP INC | $23.9M | 332,868 | 0.01% | 2q | +16.6%+$3.4M |
| RIVERBRIDGE PARTNERS LLC | $22.8M | 317,628 | 0.64% | 4q | -37.9%-$13.9M |
| Nuveen, LLC | $22.1M | 307,157 | 0.01% | 6q | +1.1%+$236.9K |
| Trexquant Investment LP | $20.1M | 280,437 | 0.12% | 4q | +2632.2%+$19.4M |
| WHITTIER TRUST CO | $19.5M | 285,721 | 0.19% | 6q | +27.4%+$4.2M |
| SEI INVESTMENTS CO | $18.7M | 260,489 | 0.02% | 12q | -14.7%-$3.2M |
| JPMORGAN CHASE & CO | $18.6M | 253,036 | 0.00% | 19q | -18.5%-$4.2M |
| Swiss National Bank | $18.3M | 255,400 | 0.01% | 17q | +1.6%+$287.2K |
| Shellback Capital, LP | $17.7M | 247,000 | 1.55% | 3q | -28.8%-$7.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $17.7M | 246,559 | 0.00% | 18q | -5.4%-$1.0M |
| Crestwood Capital Management, L.P. | $16.8M | 234,569 | 11.03% | 12q | -25.6%-$5.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $16.7M | 233,181 | 0.01% | 2q | -67.9%-$35.5M |
| DEUTSCHE BANK AG\ | $16.6M | 231,399 | 0.00% | 15q | +1983.2%+$15.8M |
| Interval Partners, LP | $16.6M | 164,725 | 0.43% | 3q | -49.5%-$16.2M |
| Pembroke Management, LTD | $16.5M | 229,500 | 1.17% | 3q | +325.2%+$12.6M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $15.3M | 213,035 | 0.10% | 9q | +25.6%+$3.1M |
| NEXT CENTURY GROWTH INVESTORS LLC | $14.6M | 203,529 | 0.78% | 9q | -38.8%-$9.3M |
| OSTERWEIS CAPITAL MANAGEMENT INC | $14.5M | 201,610 | 0.68% | new | NEW |
| KEYSTONE INVESTORS PTE LTD | $14.2M | 197,848 | 0.76% | 3q | +5426.5%+$14.0M |
| TD Asset Management Inc | $14.2M | 197,164 | 0.01% | 20q | -0.8%-$117.5K |
| OSAIC HOLDINGS, INC. | $14.0M | 195,146 | 0.02% | 20q | +72.8%+$5.9M |
| Impax Asset Management Group plc | $14.0M | 195,000 | 0.09% | 2q | +44.4%+$4.3M |
| GROUP ONE TRADING LLC | $13.3M | 50,127 | 0.02% | 20q | +224.7%+$9.2M |
| Concurrent Investment Advisors, LLC | $13.2M | 183,322 | 0.11% | 11q | -5.8%-$814.3K |
| Jump Financial, LLC | $12.7M | 176,981 | 0.10% | new | NEW |
| CIBC Bancorp USA Inc. | $12.4M | 272,061 | 0.02% | new | NEW |
| Granite Investment Partners, LLC | $12.4M | 172,303 | 0.63% | 10q | +38.0%+$3.4M |
| Legal & General Group Plc | $11.9M | 166,338 | 0.00% | 17q | -1.3%-$157.3K |
| Mitsubishi UFJ Trust & Banking Corp | $11.8M | 164,424 | 0.03% | 8q | -7.9%-$1.0M |
| Russell Investments Group, Ltd. | $11.3M | 156,706 | 0.01% | 9q | +27.6%+$2.4M |
| BROWN BROTHERS HARRIMAN & CO | $11.2M | 155,362 | 0.05% | 6q | -6.0%-$714.2K |
| Cullen/Frost Bankers, Inc. | $11.1M | 153,973 | 0.11% | 3q | +5.7%+$598.8K |
| NEUBERGER BERMAN GROUP LLC | $11.0M | 152,819 | 0.01% | 15q | +6.8%+$699.2K |
| STIFEL FINANCIAL CORP | $10.9M | 151,108 | 0.01% | 19q | -5.5%-$630.5K |
| ASHFORD CAPITAL MANAGEMENT INC | $10.8M | 150,700 | 1.16% | 4q | -5.4%-$612.5K |
| Cetera Investment Advisers | $10.5M | 145,990 | 0.01% | 20q | +6.4%+$633.7K |
| Aquatic Capital Management LLC | $10.1M | 140,765 | 0.35% | new | NEW |
| Balyasny Asset Management L.P. | $10.0M | 130,029 | 0.01% | 6q | -91.0%-$101.8M |
| California Public Employees Retirement System | $10.0M | 139,176 | 0.01% | 6q | -12.1%-$1.4M |
| Mediolanum International Funds Ltd | $9.9M | 138,116 | 0.08% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $9.8M | 136,865 | 0.01% | 12q | +10.6%+$942.7K |
| ENVESTNET ASSET MANAGEMENT INC | $9.7M | 135,431 | 0.00% | 12q | +19.8%+$1.6M |
| WHITTIER TRUST CO OF NEVADA INC | $9.5M | 143,025 | 0.18% | 6q | +27.5%+$2.0M |
| Retirement Systems of Alabama | $9.5M | 131,965 | 0.03% | 2q | -15.3%-$1.7M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Travis Boersma INDIVIDUALwith 3 co-filers | 25.6% |
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 12.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 522 | $8.7B | 116,636,513 | 102 | 155 | 155 | 4.0% |
| Q1 2026 | 478 | $6.5B | 120,795,118 | 78 | 183 | 115 | 5.4% |
| Q4 2025 | 482 | $7.4B | 114,733,178 | 98 | 158 | 130 | 5.2% |
| Q3 2025 | 419 | $6.1B | 111,199,934 | 56 | 177 | 113 | 4.8% |
| Q2 2025 | 452 | $7.4B | 102,415,777 | 79 | 170 | 125 | 5.1% |
| Q1 2025 | 430 | $6.5B | 97,754,083 | 102 | 144 | 118 | 7.3% |
| Q4 2024 | 371 | $5.3B | 97,269,534 | 76 | 94 | 128 | 3.7% |
| Q3 2024 | 317 | $3.4B | 99,937,384 | 63 | 122 | 79 | 3.9% |
| Q2 2024 | 310 | $4.0B | 93,117,659 | 98 | 104 | 54 | 3.7% |
| Q1 2024 | 245 | $3.0B | 88,851,982 | 70 | 86 | 50 | 3.4% |
| Q4 2023 | 209 | $2.9B | 86,290,884 | 53 | 73 | 43 | 4.9% |
| Q3 2023 | 177 | $2.1B | 84,858,866 | 31 | 61 | 37 | 5.0% |
| Q2 2023 | 175 | $2.1B | 71,491,265 | 24 | 55 | 44 | 5.1% |
| Q1 2023 | 170 | $2.7B | 80,235,713 | 28 | 53 | 42 | 6.1% |
| Q4 2022 | 160 | $2.1B | 72,615,189 | 27 | 43 | 43 | 3.6% |
| Q3 2022 | 192 | $2.4B | 74,253,806 | 27 | 60 | 54 | 4.7% |
| Q2 2022 | 188 | $2.5B | 74,782,110 | 55 | 69 | 40 | 4.6% |
| Q1 2022 | 199 | $4.6B | 80,046,951 | 81 | 66 | 33 | 4.0% |
| Q4 2021 | 153 | $4.3B | 82,599,378 | 62 | 49 | 21 | 2.5% |
| Q3 2021 | 121 | $746.8M | 16,707,523 | 123 | 0 | 0 | 3.1% |