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Dutch Bros (BROS) Institutional Ownership

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$32.75
+0.98 (+3.08%)
(As of 05/9/2024 ET)
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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)
109
Total
Institutional Inflows
(last 12 months)
$336.50M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$236.93M
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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
5/9/2024Blair William & Co. IL154,135$5.09M0.0%+7.5%0.087%
5/9/2024Lord Abbett & CO. LLC701,124$23.14M0.1%N/A0.396%
5/8/2024Private Wealth Advisors LLC44,080$1.46M0.6%-6.8%0.025%
5/8/2024 Inspire Advisors LLC16,010$528K0.1%+7.1%0.009%
5/7/2024 Verus Capital Partners LLC19,370$639K0.1%-9.8%0.011%
5/7/2024 Sei Investments Co.65,607$2.17M0.0%+94.3%0.037%
5/7/2024 Concurrent Investment Advisors LLC131,029$4.32M0.2%-27.7%0.074%
5/7/2024Susquehanna Fundamental Investments LLC134,254$4.43M0.2%N/A0.076%
5/7/2024 Swiss National Bank147,300$4.86M0.0%+33.5%0.083%
5/7/2024 SG Americas Securities LLC6,060$200K0.0%N/A0.003%
5/7/2024 Sciencast Management LP10,673$352K0.2%N/A0.006%
5/3/2024 GSA Capital Partners LLP53,651$1.77M0.1%+128.6%0.030%
5/1/2024 Capstone Investment Advisors LLC95,384$3.15M0.0%+238.0%0.054%
5/1/2024 Janney Montgomery Scott LLC27,295$901K0.0%+96.4%0.015%
5/1/2024 Mirae Asset Global Investments Co. Ltd.17,413$525K0.0%-31.5%0.010%
4/29/2024Commonwealth Equity Services LLC113,801$3.76M0.0%+1.7%0.064%
4/29/2024 Principal Financial Group Inc.11,958$395K0.0%N/A0.007%
4/26/2024 Triton Wealth Management PLLC8,607$284K0.2%-16.5%0.005%
4/25/2024 One Day In July LLC11,500$380K0.1%N/A0.006%
4/25/2024 TRUE Private Wealth Advisors73,957$2.44M0.3%-4.1%0.042%
4/24/2024 Newbridge Financial Services Group Inc.4,700$155K0.1%N/A0.003%
4/24/2024 Hedges Asset Management LLC8,900$294K0.2%-4.3%0.005%
4/23/2024 Cherry Creek Investment Advisors Inc.11,962$395K0.2%+15.8%0.007%
4/23/2024 Fifth Third Bancorp12,624$417K0.0%+30,690.2%0.007%
4/23/2024 Wesbanco Bank Inc.44,285$1.46M0.1%N/A0.025%
4/23/2024 Seven Grand Managers LLC150,000$4.95M2.4%+650.0%0.085%
4/23/2024 Raymond James Financial Services Advisors Inc.103,605$3.42M0.0%+47.1%0.058%
4/19/2024 Taylor Frigon Capital Management LLC113,255$3.74M1.8%-0.7%0.064%
4/18/2024 Wasatch Advisors LP1,272,366$41.99M0.2%N/A0.718%
4/18/2024 Allspring Global Investments Holdings LLC246,497$8.13M0.0%+37.2%0.139%
4/17/2024 Cannon Global Investment Management LLC24,800$818K2.2%+65.3%0.014%
4/17/2024 WoodTrust Financial Corp10,100$333K0.0%+18.1%0.006%
4/12/2024 Wealth Management Partners LLC18,790$620K0.3%+4.2%0.011%
4/9/2024 Renaissance Capital LLC31,026$1.02M0.5%+42.5%0.018%
3/14/2024HBK Investments L P60,000$1.90M0.0%N/A0.034%
3/11/2024Vanguard Group Inc.4,750,468$150.45M0.0%+2.9%2.682%
2/23/2024 Chicago Partners Investment Group LLC8,405$266K0.0%N/A0.005%
2/17/2024Bullseye Asset Management LLC6,000$190K0.1%+20.0%0.003%
2/15/2024Comerica Bank32,134$1.02M0.0%-1.6%0.018%
2/14/2024Empirical Capital Management LLC7,500$238K0.2%N/A0.004%
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2/14/2024Neuberger Berman Group LLC27,759$879K0.0%+17.7%0.016%
2/14/2024Verition Fund Management LLC290,113$9.19M0.1%+95.5%0.164%
2/14/2024Ghisallo Capital Management LLC350,000$11.08M1.1%+30.5%0.198%
2/14/2024Seven Eight Capital LP15,804$501K0.1%N/A0.009%
2/14/2024AdvisorShares Investments LLC4,600$146K0.0%N/A0.003%
2/13/2024Tower Research Capital LLC TRC2,552$81K0.0%+661.8%0.001%
2/13/2024TSG Consumer Partners LP46,550,828$1.47B69.7%-13.0%26.282%
2/13/2024Blueshift Asset Management LLC22,642$717K0.4%N/A0.013%
2/13/2024Bridgecreek Investment Management LLC28,950$917K0.2%N/A0.016%
2/12/2024Boulder Hill Capital Management LP78,400$2.48M1.3%N/A0.044%
2/12/2024 Capstone Investment Advisors LLC28,224$894K0.0%-7.7%0.016%
2/12/2024TD Asset Management Inc71,406$2.26M0.0%+200.3%0.040%
2/12/2024Steward Partners Investment Advisory LLC17,316$548K0.0%+9.1%0.010%
2/12/2024 Parallel Advisors LLC1,414$45K0.0%-22.1%0.001%
2/9/2024Neuberger Berman Group LLC27,759$879K0.0%+17.7%0.016%
2/9/2024Aigen Investment Management LP37,539$1.19M0.2%N/A0.021%
2/9/2024Trexquant Investment LP32,866$1.04M0.0%N/A0.019%
2/9/2024D.A. Davidson & CO.14,172$449K0.0%+10.0%0.008%
2/9/2024UBS Group AG327,142$10.36M0.0%+126.4%0.185%
2/9/2024Dynamic Technology Lab Private Ltd21,974$696K0.1%+51.3%0.012%
2/8/2024 Financial Advocates Investment Management29,453$933K0.1%-12.1%0.017%
2/8/2024EFG Asset Management North America Corp.32,862$1.04M0.2%-2.4%0.019%
2/8/2024 Janney Montgomery Scott LLC13,900$440K0.0%-15.6%0.008%
2/7/2024 Seven Grand Managers LLC20,000$633K0.6%-58.2%0.011%
2/7/2024Jump Financial LLC128,500$4.07M0.1%N/A0.073%
2/7/2024 Qsemble Capital Management LP8,841$280K0.1%N/A0.005%
2/7/2024Versor Investments LP19,849$629K0.1%-4.0%0.011%
2/7/2024 Van Hulzen Asset Management LLC11,890$377K0.0%+19.1%0.007%
2/6/2024Charles Schwab Investment Management Inc.296,939$9.40M0.0%+5.0%0.168%
2/6/2024 Private Advisor Group LLC6,949$220K0.0%N/A0.004%
2/6/2024TCG Advisory Services LLC28,950$917K0.1%N/A0.016%
2/6/2024 Royal Fund Management LLC21,400$678K0.1%-12.7%0.012%
2/6/2024 Swiss National Bank110,300$3.49M0.0%-8.0%0.062%
2/6/2024RB Capital Management LLC9,290$294K0.1%-20.3%0.005%
2/5/2024 Victory Capital Management Inc.14,443$457K0.0%+64.9%0.008%
2/5/2024 Kestra Private Wealth Services LLC23,510$745K0.0%+19.6%0.013%
2/5/2024 Orca Investment Management LLC18,569$588K0.6%+10.2%0.010%
2/2/2024Truist Financial Corp10,847$344K0.0%-6.4%0.006%
2/1/2024Handelsbanken Fonder AB8,100$257K0.0%N/A0.005%
1/31/2024 Cannon Global Investment Management LLC15,000$475K3.6%N/A0.008%
1/30/2024 TRUE Private Wealth Advisors77,082$2.44M0.3%-3.9%0.044%
1/30/2024 Avior Wealth Management LLC1,283$41K0.0%+1,610.7%0.001%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank11,481$364K0.0%+22.4%0.006%
1/30/2024 Taylor Frigon Capital Management LLC114,010$3.61M1.8%-2.8%0.064%
1/26/2024 Cherry Creek Investment Advisors Inc.10,330$327K0.2%N/A0.006%
1/26/2024 Geneos Wealth Management Inc.1,975$63K0.0%-35.6%0.001%
1/25/2024 Allspring Global Investments Holdings LLC179,721$5.69M0.0%-20.8%0.101%
1/25/2024 International Assets Investment Management LLC24,164$763K0.0%N/A0.014%
1/24/2024 Mirae Asset Global Investments Co. Ltd.25,433$805K0.0%+16.7%0.014%
1/24/2024 DekaBank Deutsche Girozentrale1,249$40K0.0%N/A0.001%
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1/24/2024 Allworth Financial LP1,598$51K0.0%+41.8%0.001%
1/24/2024 International Assets Investment Management LLC24,164$763K0.0%N/A0.014%
1/24/2024 Arizona State Retirement System15,654$496K0.0%+33.8%0.009%
1/23/2024Private Wealth Advisors LLC47,275$1.50M0.6%-2.7%0.027%
1/23/2024 WoodTrust Financial Corp8,550$271K0.0%N/A0.005%
1/23/2024 Fenimore Asset Management Inc.429,758$13.61M0.3%N/A0.243%
1/17/2024 Jamison Private Wealth Management Inc.12,387$392K0.1%-17.4%0.007%
1/16/2024 Raymond James Financial Services Advisors Inc.70,422$2.23M0.0%+50.8%0.040%
1/16/2024 Raymond James & Associates42,674$1.35M0.0%-32.8%0.024%
1/12/2024 GPS Wealth Strategies Group LLC2,490$79K0.0%+31.1%0.001%
(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, 184 institutional investors and hedge funds held shares of Dutch Bros. The most heavily invested institutionals were TSG Consumer Partners LP ($1.47B), FMR LLC ($199.53M), Vanguard Group Inc. ($150.45M), Wasatch Advisors LP ($41.99M), Franklin Resources Inc. ($36.21M), Marshall Wace LLP ($34.79M), and American Century Companies Inc. ($27.37M).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 161 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: FMR LLC ($3.22M), Marshall Wace LLP ($1.68M), Wasatch Advisors LP ($1.27M), Vanguard Group Inc. ($1.26M), American Century Companies Inc. ($1.05M), Lord Abbett & CO. LLC ($991.31K), and Invesco Ltd. ($496.71K).

How much institutional buying is happening at Dutch Bros?

Institutional investors have bought a total of 18,533,177 shares in the last 24 months. This purchase volume represents approximately $564.63M in transactions.

Which Dutch Bros major shareholders have been selling company stock?

Of the 72 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 ($12.91M), FMR LLC ($3.10M), Federated Hermes Inc. ($500K), Marshall Wace LLP ($445.57K), Massachusetts Financial Services Co. MA ($288.36K), Becker Capital Management Inc. ($167.19K), and Hodges Capital Management Inc. ($138.04K).

How much institutional selling is happening at Dutch Bros?

Institutional investors have sold a total of 18,395,131 shares in the last 24 months. This volume of shares sold represents approximately $584.69M in transactions.


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This page (NYSE:BROS) was last updated on 5/9/2024 by MarketBeat.com Staff

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