Dutch Bros Inc (BROS) Ownership

63.43 ↓1.02 (-1.58%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Dutch Bros Inc (BROS), owning a total of 10.2 million shares. Combined, the top 67 institutional holders of BROS own 91.74% of the company with a total of 103.1 million shares.

In the latest ownership report on December 31st 2024, the top 67 institutional holders increased their combined ownership of BROS by 8.5 million shares. 12 institutions bought 12,554,732 total additional shares and increased their ownership by an average of 295.08%. However 6 institutions sold 4,054,914 total shares and decreased their ownership by an average of 22.06%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Dutch Bros increased by a net total of 8,499,818 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc8.137%1.526%10,184,514153,0702024-12-31
FMR Inc5.206%98.127%6,516,4793,227,4352024-12-31
Baillie Gifford & Co Limited.4.903%-12.425%6,137,101-870,7352024-12-31
D. E. Shaw & Co LP4.089%13.983%5,118,265627,8752024-12-31
BlackRock Inc3.825%4.287%4,787,829196,8042024-12-31
Fidelity International Ltd2.689%0.000%3,365,7453,365,7452024-12-31
Wasatch Advisors LP2.589%-21.516%3,240,045-888,2362024-12-31
1832 Asset Management L.P2.103%3,071.200%2,632,1002,549,1002024-12-31
T. Rowe Price Investment Management,Inc.1.974%-17.775%2,470,822-534,1322024-12-31
Morgan Stanley - Brokerage Accounts1.585%206.493%1,983,5581,336,3792024-12-31
JOHO Capital LLC1.534%0.000%1,919,51402024-12-31
State Street Corp1.472%6.232%1,842,756108,1102024-12-31
AllianceBernstein L.P.1.449%-13.323%1,813,446-278,7382024-12-31
Geode Capital Management, LLC1.434%1.253%1,795,48522,2142024-12-31
Renaissance Technologies Corp1.139%18.778%1,425,100225,3002024-12-31
Bank of America Corp1.092%-44.850%1,366,322-1,111,1302024-12-31
Millennium Management LLC1.035%7.480%1,295,54590,1662024-12-31
Driehaus Capital Management LLC1.024%-22.491%1,281,818-371,9432024-12-31
Qube Research & Technologies0.988%111.660%1,236,927652,5342024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc8.137%1.526%10,184,514153,0702024-12-31
FMR Inc5.206%98.127%6,516,4793,227,4352024-12-31
Baillie Gifford & Co Limited.4.903%-12.425%6,137,101-870,7352024-12-31
D. E. Shaw & Co LP4.089%13.983%5,118,265627,8752024-12-31
Marshall Wace Asset Management Ltd4.258%24.029%4,914,502952,1282024-09-30
BlackRock Inc3.825%4.287%4,787,829196,8042024-12-31
Fidelity International Ltd2.689%0.000%3,365,7453,365,7452024-12-31
Wasatch Advisors LP2.589%-21.516%3,240,045-888,2362024-12-31
1832 Asset Management L.P2.103%3,071.200%2,632,1002,549,1002024-12-31
Citadel Advisors Llc2.278%-32.630%2,629,927-1,273,7572024-09-30
T. Rowe Price Investment Management,Inc.1.974%-17.775%2,470,822-534,1322024-12-31
Ameriprise Financial Inc1.831%-0.104%2,113,989-2,2042024-09-30
Waratah Capital Advisors Ltd1.812%0.000%2,061,8752,061,8752024-06-30
Eagle Asset Management, Inc.1.614%58.011%2,020,447741,7712024-09-30
Morgan Stanley - Brokerage Accounts1.585%206.493%1,983,5581,336,3792024-12-31
Wellington Management Company LLP1.743%135.707%1,983,3681,141,9132024-09-30
JOHO Capital LLC1.534%0.000%1,919,51402024-12-31
State Street Corp1.472%6.232%1,842,756108,1102024-12-31
AllianceBernstein L.P.1.449%-13.323%1,813,446-278,7382024-12-31
Geode Capital Management, LLC1.434%1.253%1,795,48522,2142024-12-31
Balyasny Asset Management LLC1.425%-44.086%1,621,471-1,278,4642024-06-30
MANE GLOBAL CAPITAL MANAGEMENT LP1.410%31.530%1,604,803384,7032024-06-30
Davidson Kempner Capital Management LP1.393%43.453%1,585,159480,1532024-06-30
American Century Companies Inc1.372%11.368%1,561,311159,3662024-09-30
Candlestick Capital Management LP1.349%0.000%1,535,4851,535,4852024-06-30
Renaissance Technologies Corp1.139%18.778%1,425,100225,3002024-12-31
Bank of America Corp1.092%-44.850%1,366,322-1,111,1302024-12-31
Two Sigma Investments LLC1.145%-0.200%1,303,729-2,6162024-06-30
Lord, Abbett & Co LLC1.144%85.629%1,301,486600,3622024-06-30
Millennium Management LLC1.035%7.480%1,295,54590,1662024-12-31
Driehaus Capital Management LLC1.024%-22.491%1,281,818-371,9432024-12-31
Qube Research & Technologies0.988%111.660%1,236,927652,5342024-12-31
Goldman Sachs Group Inc1.257%163.908%1,171,610727,6632023-12-31
Baird Financial Group, Inc.1.014%-4.239%1,170,855-51,8292024-09-30
Franklin Resources Inc1.945%-12.073%1,129,562-155,0912023-03-31
Bank of New York Mellon Corp0.950%8,247.280%1,081,3061,068,3522024-06-30
T. Rowe Price Associates, Inc.1.767%5.035%1,024,25549,0972022-06-30
ClearBridge Advisors, LLC0.765%0.838%870,8977,2402024-03-31
Principal Financial Group Inc0.661%6,192.710%752,482740,5242024-06-30
Woodline Partners LP0.700%501.098%665,908555,1262024-03-31
Fuller & Thaler Asset Management Inc0.699%39.915%664,391189,5382024-03-31
JANE STREET GROUP, LLC1.130%3,911.070%656,011639,6562022-09-30
Amvescap Plc.0.659%0.000%496,712496,7122023-09-30
Susquehanna International Group, LLP0.512%2,121.110%477,694456,1872023-12-31
Hbk Sorce Advisory LLC0.809%100.000%470,000235,0002022-12-31
Weiss Multi-Strategy Advisers Llc0.477%0.000%444,474444,4742023-12-31
Citigroup Inc0.539%2,459.080%437,910420,7982023-09-30
Fenimore Asset Management Inc0.461%0.000%429,758429,7582023-12-31
Federated Hermes Inc0.429%0.000%400,00002023-12-31
LPL Financial Corp0.443%3.199%359,36911,1392023-09-30
Ghisallo Capital Management LLC0.431%30.522%350,00081,8462023-12-31
OZ Management LLC0.454%27.491%323,70069,8002023-06-30
Crestwood Capital Management, L.P.0.424%0.000%320,000320,0002023-09-30
Charles Schwab Investment Management Inc0.375%83.905%282,781129,0162023-09-30
Alyeska Investment Group, L.P.0.348%0.000%248,640248,6402023-09-30
State Street Corporation0.334%58.242%237,97787,5892023-09-30
Squarepoint Ops LLC0.333%246.348%237,567168,9752023-09-30
HHG PLC0.375%-40.694%217,127-148,9852022-09-30
SIMPLEX TRADING, LLC0.368%75,368.200%213,575213,2922022-09-30
State Treasurer State Of Michigan0.252%0.000%180,00002023-06-30
Wells Fargo & Co0.306%-9.455%177,947-18,5812023-03-31
Becker Capital0.291%-24.293%168,748-54,1482023-03-31
Advisor Group Holdings, Inc.0.227%10.484%162,27815,3992023-06-30
Walleye Trading Advisors, LLC0.227%0.000%162,066162,0662023-06-30
Nuveen Asset Management, LLC0.276%-4.070%159,908-6,7852022-06-30
Public Employees Retirt Assn Of Colorado0.254%0.000%147,30002022-09-30
State Of Wisconsin Investment Board0.214%23.917%123,91723,9172022-06-30

Mutual Fund Ownership

NT Ext Eq Mkt Indx Fd DC Lending Tier 5 is the biggest individual fund holder of Dutch Bros Inc (BROS), owning a total of 11.7 million shares. Combined, the top 64 mutual fund holders of BROS own 58.72% of the company with a total of 60.3 million shares.

In the latest ownership report on March 31st 2025, the top 64 fund holders increased their combined ownership of BROS by 1.3 million shares. 2 funds bought 93,418 total additional shares and increased their ownership by an average of 4.61%. However 8 funds sold 1,399,549 total shares and decreased their ownership by an average of 11.91%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Dutch Bros decreased by a net total of -1,306,131 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.641%-3.416%3,305,681-116,9132025-03-31
Vanguard Small Cap Index2.086%-5.438%2,610,746-150,1462025-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.430%3.467%1,789,38159,9502025-03-31
Vanguard Small Cap Growth Index Inv1.169%-5.601%1,463,780-86,8552025-03-31
Eagle Mid-Cap Growth - Institutional0.838%-33.569%1,048,911-530,0412025-03-31
Carillon Eagle Mid Cap Growth A0.679%-33.301%849,430-424,0942025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.496%-6.283%620,495-41,6002025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.496%-6.283%620,495-41,6002025-03-31
T. Rowe Price Small-Cap Value0.491%5.761%614,45933,4682025-03-31
ClearBridge Small Cap Growth0.485%-1.350%606,525-8,3002025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
NT Ext Eq Mkt Indx Fd DC Lending Tier 510.238%453,679.000%11,653,05611,650,4882024-06-30
Vanguard Total Stock Mkt Idx Inv2.641%-3.416%3,305,681-116,9132025-03-31
Vanguard Small Cap Index2.086%-5.438%2,610,746-150,1462025-03-31
Fidelity Greater Canada Sr F1.758%-30.159%2,200,000-950,0002024-12-31
Fidelity Global Innovators Cl P53.639%25.154%2,113,309424,7382022-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.430%3.467%1,789,38159,9502025-03-31
Fidelity Canadian Growth Company Sr B1.404%0.000%1,598,22202023-12-31
Vanguard Small Cap Growth Index Inv1.169%-5.601%1,463,780-86,8552025-03-31
Dynamic Power American Growth1.016%35.177%1,271,200330,8002024-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr1.769%1.312%1,262,24216,3422023-03-31
Wasatch Core Growth0.878%-23.303%1,099,048-333,9312024-12-31
American Century Growth Inv0.843%-28.849%1,054,598-427,5972024-12-31
American Century U.S. Large Cap Growth0.843%-28.849%1,054,598-427,5972024-12-31
Eagle Mid-Cap Growth - Institutional0.838%-33.569%1,048,911-530,0412025-03-31
Columbia Small Cap Growth0.882%-9.206%1,003,708-101,7752024-09-30
Columbia Small Cap Growth Inst0.882%0.499%1,003,7084,9812024-09-30
AB Small Cap Growth A0.783%-7.645%910,521-75,3712025-01-31
Fidelity Growth Compy Commingled Pl O0.787%0.000%896,22502024-07-31
Carillon Eagle Mid Cap Growth A0.679%-33.301%849,430-424,0942025-03-31
FullerThaler Behavioral Sm-Cp Gr R60.673%6.568%842,04551,9002025-02-28
Fidelity Global Innovators Cl F0.738%-0.512%840,087-4,3242024-03-31
T. Rowe Price Small-Cap Stock0.737%-0.052%838,885-4402024-11-30
FullerThaler Behavioral Small-Cap Growth0.559%3.970%700,24026,7402024-12-31
Franklin U.S. Opportunities Composite1.166%0.000%677,31902022-12-31
Fidelity Small Cap Growth0.532%0.000%665,84302025-01-31
Columbia Acorn Inst0.579%0.000%658,60802024-10-31
Lord Abbett Bond-Debenture A0.693%0.000%658,38102024-05-31
Baird Mid Cap Growth Institutional0.559%-5.536%649,536-38,0642025-01-31
Fidelity Contrafund0.513%44.737%641,558198,3002025-02-28
T. Rowe Price US Small-Cap Core Equity0.510%-28.408%638,527-253,3682024-12-31
ClearBridge Small Cap Growth A0.504%-3.075%630,325-20,0002025-02-28
Fidelity VIP Mid Cap Initial0.500%-6.685%625,400-44,8002025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C0.496%-6.283%620,495-41,6002025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.496%-6.283%620,495-41,6002025-03-31
Fidelity Extended Market Index0.494%-0.367%618,671-2,2772025-02-28
Wasatch Small Cap Growth Investor0.493%-16.531%616,996-122,1962024-12-31
T. Rowe Price Small-Cap Value0.491%5.761%614,45933,4682025-03-31
Strategic Advisers Fidelity US TtlStk0.491%-3.987%614,150-25,5002025-02-28
ClearBridge Small Cap Growth0.485%-1.350%606,525-8,3002025-03-31
T. Rowe Price U.S. SC Core Eq Tr-Z0.613%0.241%582,9471,4002024-03-31
Fidelity® Small Cap Growth0.760%-0.121%573,332-6962023-10-31
Fidelity® Growth Company0.714%0.000%538,77202023-11-30
Bridge Builder Small/Mid Cap Growth0.577%0.000%537,72202024-04-30
T. Rowe Price Instl Small-Cap Stock0.574%0.000%535,47002024-03-31
Fidelity Growth Company Fund0.571%0.000%532,29802024-02-29
Fidelity Special Situations Series F0.552%0.000%514,80602023-12-31
Franklin US Opportunities A(acc)USD0.779%-29.674%452,196-190,8042023-04-30
Vanguard Extended Market Index Investor0.710%-0.018%412,209-742023-08-31
Federated Hermes Kaufmann Small Cap A0.493%0.000%400,00002023-12-31
Federated Hermes Kaufmann Small Cap Grow0.493%0.000%400,00002023-12-31
T. Rowe Price U.S. SC Value Eq Tr-Z0.597%0.000%346,798346,7982023-09-30
Invesco Dynamic Leisure and Entmnt ETF0.521%-2.424%302,624-7,5182023-09-30
Fidelity Glb Innovtr Ccy Netrl Cl F0.464%-14.849%269,746-47,0392023-06-30
Fidelity Glb Innovtr Ccy Netrl Cl P50.462%25.718%268,11854,8482022-12-31
Franklin Growth Opportunities Adv0.450%-40.582%261,144-178,3562023-04-30
Allspring Premier Large Co Gr A0.430%0.000%249,800249,8002023-02-28
Allspring (Lux) WW Glb L/SEq IPUSD Acc0.410%0.000%237,512237,5122022-10-31
Schwab US Small-Cap ETF™0.397%0.183%230,4284202023-09-29
Janus Henderson US Small Cap Growth0.366%-37.947%212,083-129,6942022-09-30
Janus Henderson Venture D0.366%-37.947%212,083-129,6942022-09-30
Invesco Food & Beverage ETF0.333%-0.602%193,532-1,1732023-09-28
Fidelity® Select Leisure0.298%0.000%172,90002023-07-31
Fidelity® Extended Market Index0.262%-0.901%152,172-1,3832023-06-30
TIAA-CREF Mid-Cap Growth Instl0.259%-0.955%150,191-1,4482022-09-30

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