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Dutch Bros (BROS) Institutional Ownership

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$54.06 +1.74 (+3.33%)
(As of 12/20/2024 05:40 PM ET)

Institutional Ownership Changes (13F Filings) for Dutch Bros (NYSE:BROS)

Current
Institutional Ownership
Percentage
85.54%
Number of
Institutional Buyers
(last 12 months)
178
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$424.91M
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BROS Institutional Buying and Selling by Quarter

Dutch Bros Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.95,841$3.07M0.0%-87.3%0.062%
11/25/2024 Wilmington Savings Fund Society FSB1,564$50K0.0%N/A0.001%
11/20/2024 Virtu Financial LLC17,886$573K0.0%N/A0.012%
11/19/2024 Barclays PLC53,750$1.72M0.0%-64.1%0.035%
11/16/2024 Geode Capital Management LLC1,773,271$56.81M0.0%+28.9%1.150%
11/15/2024 Bullseye Asset Management LLC8,000$256K0.1%+33.3%0.005%
11/15/2024 M&T Bank Corp13,617$436K0.0%N/A0.009%
11/15/2024 Barclays PLC53,750$1.72M0.0%-64.1%0.035%
11/15/2024 Public Employees Retirement System of Ohio99,434$3.19M0.0%+5.0%0.064%
11/15/2024 Pier Capital LLC167,698$5.37M0.8%+31.5%0.109%
11/15/2024 Wellington Management Group LLP1,983,368$63.53M0.0%+135.7%1.286%
11/15/2024 State Street Corp1,734,646$55.56M0.0%+34.8%1.125%
11/15/2024 Stifel Financial Corp168,793$5.41M0.0%-17.4%0.109%
11/15/2024 Quarry LP1,740$56K0.0%+68.0%0.001%
11/15/2024 Petrus Trust Company LTA19,896$637K0.1%N/A0.013%
11/15/2024 Polar Asset Management Partners Inc.42,800$1.37M0.0%N/A0.028%
11/15/2024 HighTower Advisors LLC17,424$557K0.0%-89.6%0.011%
11/15/2024 Holocene Advisors LP212,392$6.80M0.0%N/A0.138%
11/15/2024 Arrowroot Family Office LLC17,259$553K0.3%-22.6%0.011%
11/15/2024 Paloma Partners Management Co230,611$7.39M0.2%N/A0.150%
11/15/2024 Point72 Hong Kong Ltd1,137$36K0.0%N/A0.001%
11/14/2024 Maverick Capital Ltd.82,193$2.63M0.1%N/A0.053%
11/14/2024 Wasatch Advisors LP4,128,281$132.23M0.6%+232.1%2.677%
11/14/2024 TRUE Private Wealth Advisors70,397$2.26M0.3%-3.6%0.046%
11/14/2024 Verition Fund Management LLC511,984$16.40M0.1%N/A0.332%
11/14/2024 Joho Capital LLC1,919,514$61.48M9.7%+40.7%1.245%
11/14/2024 HBK Investments L P350,000$11.21M0.2%-30.0%0.227%
11/14/2024 Rockefeller Capital Management L.P.65,983$2.11M0.0%+74.7%0.043%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC212,834$6.82M0.0%+38.0%0.138%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank19,493$624K0.0%+54.4%0.013%
11/14/2024 MetLife Investment Management LLC3,878$124K0.0%+16.9%0.003%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund15,998$512K0.0%-90.5%0.010%
11/14/2024 Blueshift Asset Management LLC47,102$1.51M0.4%+613.2%0.031%
11/13/2024 FMR LLC3,289,044$105.35M0.0%-33.6%2.133%
11/13/2024 The Manufacturers Life Insurance Company27,957$895K0.0%+46.5%0.018%
11/13/2024 Crestwood Capital Management L.P.345,379$11.06M8.5%-11.2%0.224%
11/13/2024 Qsemble Capital Management LP33,019$1.06M0.2%+306.5%0.021%
11/13/2024 Independent Advisor Alliance18,073$579K0.0%+2.9%0.012%
11/13/2024 Dynamic Technology Lab Private Ltd55,766$1.79M0.2%N/A0.036%
11/12/2024 Algert Global LLC31,602$1.01M0.0%+21.2%0.020%
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11/12/2024 Eagle Asset Management Inc.2,020,447$64.72M0.3%+58.0%1.310%
11/12/2024 Charles Schwab Investment Management Inc.687,527$22.02M0.0%+35.9%0.446%
11/9/2024 Landscape Capital Management L.L.C.88,824$2.85M0.3%-11.7%0.058%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG35,018$1.12M0.0%N/A0.023%
11/8/2024 Wrapmanager Inc.8,165$262K0.1%+16.5%0.005%
11/7/2024 Savoir Faire Capital Management L.P.138,629$4.44M2.3%+362.1%0.090%
11/7/2024 LMR Partners LLP122,000$3.91M0.0%N/A0.079%
11/7/2024 Swiss National Bank222,300$7.12M0.0%-0.7%0.144%
11/6/2024 Natixis Advisors LLC22,947$735K0.0%-14.2%0.015%
11/6/2024 Archer Investment Corp1,500$48K0.0%-16.7%0.001%
11/6/2024 KBC Group NV3,025$97K0.0%+53.3%0.002%
11/6/2024 Oppenheimer Asset Management Inc.37,683$1.21M0.0%N/A0.024%
11/5/2024 RPG Investment Advisory LLC7,090$227K0.0%N/A0.005%
11/5/2024 Victory Capital Management Inc.23,523$753K0.0%+18.1%0.015%
11/5/2024 Aigen Investment Management LP52,053$1.67M0.3%+4.7%0.034%
11/5/2024 Verus Capital Partners LLC13,159$421K0.0%-30.6%0.009%
11/5/2024 Baillie Gifford & Co.7,007,836$224.46M0.2%N/A4.545%
11/5/2024 GSA Capital Partners LLP28,504$913K0.1%-47.7%0.018%
11/4/2024 Versor Investments LP8,045$258K0.0%-66.0%0.005%
11/4/2024 Chartwell Investment Partners LLC14,742$472K0.0%+56.0%0.010%
11/4/2024 State of New Jersey Common Pension Fund D62,891$2.01M0.0%+23.3%0.041%
11/2/2024 Covestor Ltd3,663$117K0.1%+355.6%0.002%
11/1/2024 Hollencrest Capital Management914$29K0.0%+52.3%0.001%
10/31/2024 Keudell Morrison Wealth Management11,036$353K0.1%+4.6%0.007%
10/31/2024 Principal Financial Group Inc.95,841$3.07M0.0%-87.3%0.062%
10/31/2024 Olympiad Research LP13,179$422K0.3%N/A0.009%
10/31/2024 Concurrent Investment Advisors LLC246,441$7.89M0.2%-80.1%0.160%
10/30/2024 Amalgamated Bank6,048$194K0.0%+10.4%0.004%
10/30/2024 Asset Management One Co. Ltd.1,385$44K0.0%N/A0.001%
10/29/2024 Cannon Global Investment Management LLC7,000$224K0.4%+7.7%0.004%
10/29/2024 Harbor Capital Advisors Inc.26,976$864K0.0%+73.1%0.015%
10/29/2024 Farther Finance Advisors LLC6,844$219K0.0%+8.6%0.004%
10/28/2024 Stephens Inc. AR6,528$209K0.0%N/A0.004%
10/28/2024 US Bancorp DE11,224$360K0.0%+8.9%0.006%
10/25/2024 Financial Advocates Investment Management25,669$822K0.0%-5.5%0.014%
10/24/2024 Hedges Asset Management LLC11,400$365K0.2%+28.1%0.006%
10/23/2024 Taylor Frigon Capital Management LLC79,635$2.55M1.3%-29.4%0.045%
10/23/2024 Cherry Creek Investment Advisors Inc.12,971$415K0.2%+8.4%0.007%
10/22/2024 Private Advisor Group LLC24,924$798K0.0%+269.1%0.014%
10/19/2024 Allspring Global Investments Holdings LLC867,653$27.79M0.0%+3.6%0.490%
10/17/2024Inspire Advisors LLC23,433$751K0.1%+45.5%0.013%
10/16/2024 nVerses Capital LLC1,200$38K0.0%N/A0.001%
10/16/2024 Bfsg LLC30,840$988K0.1%+11.6%0.017%
10/16/2024 Jamison Private Wealth Management Inc.833$27K0.0%+150.2%0.000%
10/15/2024 NBC Securities Inc.5,546$177K0.0%N/A0.003%
10/11/2024 Creative Planning12,451$399K0.0%+62.3%0.008%
10/11/2024 Procyon Advisors LLC12,309$394K0.0%+114.6%0.008%
10/11/2024 Orca Investment Management LLC18,552$594K0.5%+6.8%0.012%
10/10/2024 Avondale Wealth Management2,000$64K0.0%-65.2%0.001%
10/5/2024 Handelsbanken Fonder AB23,300$746K0.0%-17.4%0.013%
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9/20/2024 Healthcare of Ontario Pension Plan Trust Fund169,000$7.00M0.0%N/A0.095%
9/4/2024 Ghisallo Capital Management LLC150,000$6.21M0.4%N/A0.085%
8/27/2024 Clearbridge Investments LLC971,037$40.20M0.0%+11.5%0.548%
8/22/2024 Cetera Investment Advisers101,849$4.22M0.0%+13.6%0.057%
8/21/2024 IMS Capital Management38,171$1.58M0.7%-0.9%0.022%
8/21/2024 Truist Financial Corp28,659$1.19M0.0%-8.2%0.016%
8/16/2024 Regal Investment Advisors LLC6,220$258K0.0%N/A0.004%
8/16/2024 Quarry LP1,036$43K0.0%N/A0.001%
8/16/2024 Northwestern Mutual Wealth Management Co.1,073$44K0.0%N/A0.001%
8/16/2024 Creative Planning7,673$318K0.0%+5.6%0.004%
(Data available from 1/1/2016 forward)

BROS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BROS shares?

During the previous two years, 241 institutional investors and hedge funds held shares of Dutch Bros. The most heavily invested institutionals were TSG Consumer Partners LP ($1.47B), Baillie Gifford & Co. ($224.46M), Vanguard Group Inc. ($211.60M), Marshall Wace LLP ($164.04M), Wasatch Advisors LP ($132.23M), FMR LLC ($105.35M), and Driehaus Capital Management LLC ($92.95M).Learn more on BROS's institutional investors.

What percentage of Dutch Bros stock is owned by institutional investors?

85.54% of Dutch Bros stock is owned by institutional investors. Learn more on BROS's institutional investor holdings.

Which institutional investors have been buying Dutch Bros stock?

Of the 218 institutional investors that purchased Dutch Bros stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Baillie Gifford & Co. ($7.01M), Wasatch Advisors LP ($4.16M), FMR LLC ($3.22M), Vanguard Group Inc. ($2.92M), Joho Capital LLC ($1.66M), Renaissance Technologies LLC ($1.39M), and Wellington Management Group LLP ($1.14M).

How much institutional buying is happening at Dutch Bros?

Institutional investors have bought a total of 41,737,939 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

Which Dutch Bros major shareholders have been selling company stock?

Of the 79 institutional investors that sold Dutch Bros stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TSG Consumer Partners LP ($6.94M), FMR LLC ($1.66M), Principal Financial Group Inc. ($1.31M), Concurrent Investment Advisors LLC ($1.04M), Millennium Management LLC ($896.89K), Marshall Wace LLP ($445.57K), and Barclays PLC ($191.74K).

How much institutional selling is happening at Dutch Bros?

Institutional investors have sold a total of 14,006,969 shares in the last 24 months. This volume of shares sold represents approximately $451.86M in transactions.



This page (NYSE:BROS) was last updated on 12/21/2024 by MarketBeat.com Staff
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