HolderBook

DUTCH BROS INC (BROS)

Institutional ownership reported to the SEC as of Q3 2026, across 21 quarters.

15
Reporting holders
$25.1M
Reported value
0.0%
Calls
0.0%
Puts
-545
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONGRESS ASSET MANAGEMENT CO$23.4M607,8860.15%5q-6.3%-$1.6M
Gradient Investments LLC$592.2K15,3570.01%2q+12.7%+$66.6K
Wedmont Private Capital$385.5K9,6900.01%4q+79.0%+$170.2K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$300.4K7,7910.00%8qHELD
Farther Finance Advisors, LLC$206.1K5,3450.00%14q-39.5%-$134.4K
GAMMA Investing LLC$57.8K1,4980.00%10q-48.8%-$55.1K
GK Wealth Management LLC$55.6K1,4420.03%newNEW
CoreCap Advisors, LLC$54.2K1,4050.00%11q-58.1%-$75.1K
Versant Capital Management, Inc$19.0K4940.00%7q+255.4%+$13.7K
BURKETT FINANCIAL SERVICES, LLC$10.5K2720.00%newNEW
Bangor Savings Bank$9.7K2510.00%newNEW
Rosenberg Matthew Hamilton$7.8K2020.00%9qHELD
Bullock Wealth Management Group$965250.00%newNEW
MassMutual Private Wealth & Trust, FSB$463120.00%8q-50.0%
WoodTrust Financial Corp$2707,0000.03%12qHELD
Planning Strategies Inc.$15440.00%2q-33.3%
CX Institutional$184620.00%7q+43.5%

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 →

FiledFormFiler % of class
2026-08-1213G/ATravis Boersma INDIVIDUALwith 3 co-filers25.6%
2026-08-0613G/AFMR LLCwith 1 co-filers12.2%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-10Barone ChristineCEO and PresidentSold42,031$2.5M
2026-08-13Penegor Todd AllanDirectorBought2,000$103.1K
2026-05-15Penegor Todd AllanDirectorBought2,000$102.3K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-06-11Boersma TravisExecutive Chairman of BoardSold750,000$47.3M ×6
2026-06-10Boersma TravisExecutive Chairman of BoardSold749,999$45.3M ×4
2026-06-11DM Trust Aggregator, LLC10% ownerSold488,945$30.8M ×3
2026-05-27Boersma TravisExecutive Chairman of BoardSold544,872$30.6M ×2
2026-06-10DM Trust Aggregator, LLC10% ownerSold488,945$29.5M ×2
2026-06-01Boersma TravisExecutive Chairman of BoardSold447,299$26.1M ×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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202615$25.1M651,6744360.0%
Q2 2026560$10.3B138,060,9041111691633.9%
Q1 2026510$7.1B133,647,652871971164.9%
Q4 2025511$7.8B120,378,8931021701355.0%
Q3 2025453$6.5B117,943,759591841284.8%
Q2 2025498$7.7B106,732,829881831405.2%
Q1 2025473$6.8B102,181,5851131631277.4%
Q4 2024404$5.5B101,257,301821071353.8%
Q3 2024347$3.5B103,491,12567134864.1%
Q2 2024343$4.3B100,017,344107117593.7%
Q1 2024271$3.2B94,677,5077696543.4%
Q4 2023236$3.1B91,594,7646284455.0%
Q3 2023198$2.2B89,188,2823669405.2%
Q2 2023195$2.2B72,418,9082962465.4%
Q1 2023190$2.7B81,202,0293259476.4%
Q4 2022191$2.2B74,441,1133155513.9%
Q3 2022192$2.4B74,253,8062760544.7%
Q2 2022188$2.5B74,782,1105569404.6%
Q1 2022199$4.6B80,046,9518166334.0%
Q4 2021153$4.3B82,599,3786249212.5%
Q3 2021121$746.8M16,707,523123003.1%