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Dutch Bros (BROS) Institutional Ownership

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$59.82 -0.65 (-1.08%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dutch Bros (NYSE:BROS)

Current
Institutional Ownership
Percentage
85.54%
Number of
Institutional Buyers
(last 12 months)
181
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$431.82M
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BROS Institutional Buying and Selling by Quarter

Dutch Bros Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Hedges Asset Management LLC11,100$581K0.4%-2.6%0.007%
1/17/2025 Wesbanco Bank Inc.34,485$1.81M0.1%-22.1%0.022%
1/17/2025 Janney Montgomery Scott LLC36,688$1.92M0.0%+68.9%0.024%
1/17/2025 SG Americas Securities LLC51,188$2.68M0.0%N/A0.033%
1/16/2025 Harbor Investment Advisory LLC1,146$60K0.0%N/A0.001%
1/16/2025 My Legacy Advisors LLC4,451$233K0.1%N/A0.003%
1/15/2025 Procyon Advisors LLC7,068$370K0.0%-42.6%0.005%
1/14/2025 Radnor Capital Management LLC4,640$243K0.0%N/A0.003%
1/14/2025 Oak Thistle LLC5,938$311K0.1%-58.8%0.004%
1/10/2025 Harbor Capital Advisors Inc.28,637$1.50M0.1%+6.2%0.019%
1/10/2025 Avondale Wealth Management1,250$65K0.0%-37.5%0.001%
1/10/2025 Fortitude Family Office LLC775$41K0.0%N/A0.001%
1/10/2025 Watts Gwilliam & Co. LLC5,281$304K0.1%N/A0.003%
1/8/2025 First Hawaiian Bank4,698$246K0.0%-26.7%0.003%
12/26/2024JPMorgan Chase & Co.368,753$11.81M0.0%-35.3%0.239%
12/19/2024Principal Financial Group Inc.95,841$3.07M0.0%-87.3%0.062%
11/25/2024Wilmington Savings Fund Society FSB1,564$50K0.0%N/A0.001%
11/20/2024Virtu Financial LLC17,886$573K0.0%N/A0.012%
11/19/2024Barclays PLC53,750$1.72M0.0%-64.1%0.035%
11/16/2024Geode Capital Management LLC1,773,271$56.81M0.0%+28.9%1.150%
11/15/2024Bullseye Asset Management LLC8,000$256K0.1%+33.3%0.005%
11/15/2024M&T Bank Corp13,617$436K0.0%N/A0.009%
11/15/2024Barclays PLC53,750$1.72M0.0%-64.1%0.035%
11/15/2024Public Employees Retirement System of Ohio99,434$3.19M0.0%+5.0%0.064%
11/15/2024Pier Capital LLC167,698$5.37M0.8%+31.5%0.109%
11/15/2024Wellington Management Group LLP1,983,368$63.53M0.0%+135.7%1.286%
11/15/2024State Street Corp1,734,646$55.56M0.0%+34.8%1.125%
11/15/2024Stifel Financial Corp168,793$5.41M0.0%-17.4%0.109%
11/15/2024Quarry LP1,740$56K0.0%+68.0%0.001%
11/15/2024Petrus Trust Company LTA19,896$637K0.1%N/A0.013%
11/15/2024Polar Asset Management Partners Inc.42,800$1.37M0.0%N/A0.028%
11/15/2024HighTower Advisors LLC17,424$557K0.0%-89.6%0.011%
11/15/2024Holocene Advisors LP212,392$6.80M0.0%N/A0.138%
11/15/2024Arrowroot Family Office LLC17,259$553K0.3%-22.6%0.011%
11/15/2024Paloma Partners Management Co230,611$7.39M0.2%N/A0.150%
11/15/2024Point72 Hong Kong Ltd1,137$36K0.0%N/A0.001%
11/14/2024Maverick Capital Ltd.82,193$2.63M0.1%N/A0.053%
11/14/2024Wasatch Advisors LP4,128,281$132.23M0.6%+232.1%2.677%
11/14/2024TRUE Private Wealth Advisors70,397$2.26M0.3%-3.6%0.046%
11/14/2024Verition Fund Management LLC511,984$16.40M0.1%N/A0.332%
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11/14/2024Joho Capital LLC1,919,514$61.48M9.7%+40.7%1.245%
11/14/2024HBK Investments L P350,000$11.21M0.2%-30.0%0.227%
11/14/2024Rockefeller Capital Management L.P.65,983$2.11M0.0%+74.7%0.043%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC212,834$6.82M0.0%+38.0%0.138%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank19,493$624K0.0%+54.4%0.013%
11/14/2024MetLife Investment Management LLC3,878$124K0.0%+16.9%0.003%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund15,998$512K0.0%-90.5%0.010%
11/14/2024Blueshift Asset Management LLC47,102$1.51M0.4%+613.2%0.031%
11/13/2024FMR LLC3,289,044$105.35M0.0%-33.6%2.133%
11/13/2024The Manufacturers Life Insurance Company27,957$895K0.0%+46.5%0.018%
11/13/2024Crestwood Capital Management L.P.345,379$11.06M8.5%-11.2%0.224%
11/13/2024Qsemble Capital Management LP33,019$1.06M0.2%+306.5%0.021%
11/13/2024Independent Advisor Alliance18,073$579K0.0%+2.9%0.012%
11/13/2024Dynamic Technology Lab Private Ltd55,766$1.79M0.2%N/A0.036%
11/12/2024Algert Global LLC31,602$1.01M0.0%+21.2%0.020%
11/12/2024Eagle Asset Management Inc.2,020,447$64.72M0.3%+58.0%1.310%
11/12/2024Charles Schwab Investment Management Inc.687,527$22.02M0.0%+35.9%0.446%
11/9/2024Landscape Capital Management L.L.C.88,824$2.85M0.3%-11.7%0.058%
11/8/2024B. Metzler seel. Sohn & Co. Holding AG35,018$1.12M0.0%N/A0.023%
11/8/2024Wrapmanager Inc.8,165$262K0.1%+16.5%0.005%
11/7/2024Savoir Faire Capital Management L.P.138,629$4.44M2.3%+362.1%0.090%
11/7/2024LMR Partners LLP122,000$3.91M0.0%N/A0.079%
11/7/2024Swiss National Bank222,300$7.12M0.0%-0.7%0.144%
11/6/2024Natixis Advisors LLC22,947$735K0.0%-14.2%0.015%
11/6/2024Archer Investment Corp1,500$48K0.0%-16.7%0.001%
11/6/2024KBC Group NV3,025$97K0.0%+53.3%0.002%
11/6/2024Oppenheimer Asset Management Inc.37,683$1.21M0.0%N/A0.024%
11/5/2024RPG Investment Advisory LLC7,090$227K0.0%N/A0.005%
11/5/2024Victory Capital Management Inc.23,523$753K0.0%+18.1%0.015%
11/5/2024Aigen Investment Management LP52,053$1.67M0.3%+4.7%0.034%
11/5/2024Verus Capital Partners LLC13,159$421K0.0%-30.6%0.009%
11/5/2024Baillie Gifford & Co.7,007,836$224.46M0.2%N/A4.545%
11/5/2024GSA Capital Partners LLP28,504$913K0.1%-47.7%0.018%
11/4/2024Versor Investments LP8,045$258K0.0%-66.0%0.005%
11/4/2024Chartwell Investment Partners LLC14,742$472K0.0%+56.0%0.010%
11/4/2024State of New Jersey Common Pension Fund D62,891$2.01M0.0%+23.3%0.041%
11/2/2024Covestor Ltd3,663$117K0.1%+355.6%0.002%
11/1/2024Hollencrest Capital Management914$29K0.0%+52.3%0.001%
10/31/2024Keudell Morrison Wealth Management11,036$353K0.1%+4.6%0.007%
10/31/2024Principal Financial Group Inc.95,841$3.07M0.0%-87.3%0.062%
10/31/2024Olympiad Research LP13,179$422K0.3%N/A0.009%
10/31/2024Concurrent Investment Advisors LLC246,441$7.89M0.2%-80.1%0.160%
10/30/2024Amalgamated Bank6,048$194K0.0%+10.4%0.004%
10/30/2024Asset Management One Co. Ltd.1,385$44K0.0%N/A0.001%
10/29/2024Cannon 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%
10/29/2024Farther Finance Advisors LLC6,844$219K0.0%+8.6%0.004%
10/28/2024Stephens Inc. AR6,528$209K0.0%N/A0.004%
10/28/2024US Bancorp DE11,224$360K0.0%+8.9%0.006%
10/25/2024Financial Advocates Investment Management25,669$822K0.0%-5.5%0.014%
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10/24/2024 Hedges Asset Management LLC11,400$365K0.2%+28.1%0.006%
10/23/2024Taylor Frigon Capital Management LLC79,635$2.55M1.3%-29.4%0.045%
10/23/2024Cherry Creek Investment Advisors Inc.12,971$415K0.2%+8.4%0.007%
10/22/2024Private Advisor Group LLC24,924$798K0.0%+269.1%0.014%
10/19/2024Allspring Global Investments Holdings LLC867,653$27.79M0.0%+3.6%0.490%
10/17/2024Inspire Advisors LLC23,433$751K0.1%+45.5%0.013%
10/16/2024nVerses Capital LLC1,200$38K0.0%N/A0.001%
10/16/2024Bfsg LLC30,840$988K0.1%+11.6%0.017%
10/16/2024Jamison Private Wealth Management Inc.833$27K0.0%+150.2%0.000%
10/15/2024NBC Securities Inc.5,546$177K0.0%N/A0.003%
(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, 249 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 223 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 41,811,784 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 84 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 JPMorgan Chase & Co. ($201.50K).

How much institutional selling is happening at Dutch Bros?

Institutional investors have sold a total of 14,234,296 shares in the last 24 months. This volume of shares sold represents approximately $459.67M in transactions.


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This page (NYSE:BROS) was last updated on 1/21/2025 by MarketBeat.com Staff
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