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BROS

BROS

Dutch Bros Inc.• Consumer Cyclical

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
165
Partial Q3 2026
Total 13F value
$266.2M
Filed positions so far
New positions
26
This quarter
Sold positions
42
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Wasatch Advisors Lp

$90M2.33M0.67%+124.7%

Hyperion Asset Management Ltd

$47.1M1.22M1.29%+104.4%

Congress Asset Management Co

$23.4M607.9K0.15%-6.3%

Principal Financial Group Inc

$11.4M295.8K0.01%-11.1%

Concurrent Investment Advisors, Llc

$7.1M183.3K0.05%+0.0%

Y-Intercept (Hong Kong) Ltd

$6M154.7K0.13%+128.0%

Dillon & Associates Inc

$5.6M143.9K0.66%+134.0%

Pembroke Management, Ltd

$4.6M119.2K0.57%+3.9%

Moran Wealth Management, Llc

$3.8M98.2K0.10%+3.5%

Commonwealth Equity Services, Llc

$3.4M89.2K0.00%+114.2%

Bailard, Inc.

$3M77.1K0.06%-1.6%

D.A. Davidson & Co.

$2.9M76.4K0.02%+29.2%

Taylor Frigon Capital Management Llc

$2.4M62.9K1.23%+36.3%

Oppenheimer Asset Management Inc.

$2.4M61.9K0.01%+122.0%

Amalgamated Bank

$2.4M60.9K0.02%+3.1%

Anderson Hoagland & Co

$2.3M55.1K0.18%Unchanged

True Private Wealth Advisors

$2.2M56.5K0.19%-5.7%

Cullen/Frost Bankers, Inc.

$2.1M54.7K0.02%-64.5%

Oak Ridge Investments Llc

$2.1M54.0K0.12%+844.0%

Creative Planning

$1.9M49.1K0.00%+14.4%

Mutual Of America Capital Management Llc

$1.8M47.3K0.02%-0.1%

Cambridge Investment Research Advisors, Inc.

$1.8M46.3K0.00%+5.3%

New York State Teachers Retirement System

$1.8M45.4K0.00%-0.2%

Harbor Capital Advisors, Inc.

$1.5M39.4K0.10%+15.5%

Louisiana State Employees Retirement System

$1.5M38.5K0.02%+4.6%

Diversify Wealth Management, Llc

$1.5M35.8K0.02%+13.8%

Diversify Advisory Services, Llc

$1.5M35.8K0.02%+13.8%

Scratch Capital Llc

$1.3M34.4K0.85%-1.4%

B. Metzler Seel. Sohn & Co. Ag

$1.3M34.3K0.01%New Position

Rpg Investment Advisory, Llc

$1.3M33.9K0.24%-21.3%

State Of Michigan Retirement System

$1.2M30.4K0.01%+2.0%

Kestra Private Wealth Services, Llc

$1.1M29.2K0.01%-7.3%

Oak Thistle Llc

$1.1M29.0K0.10%New Position

Rubicon Advisors, Gp

$1.1M27.6K0.74%+1.0%

Oregon Public Employees Retirement Fund

$1M26.9K0.01%+1.9%

Independent Financial Group, Llc

$865K22.4K0.02%-8.1%

Oppenheimer & Co Inc

$864K22.4K0.01%-41.5%

Yousif Capital Management, Llc

$833K21.6K0.01%-6.9%

Keudell/Morrison Wealth Management

$687K17.8K0.12%+57.8%

Hedges Asset Management Llc

$667K17.3K0.46%+55.9%

One Day In July Llc

$641K16.6K0.04%Unchanged

Orca Investment Management, Llc

$639K16.6K0.49%-1.7%

American Assets Inc

$636K16.5K0.20%New Position

Truist Financial Corp

$595K15.4K0.00%+6.5%

Gradient Investments Llc

$592K15.4K0.01%+12.7%

State Of Alaska, Department Of Revenue

$473K12.3K0.00%-1.7%

Chicago Partners Investment Group Llc

$472K11.4K0.01%+23.1%

Verdence Capital Advisors Llc

$420K10.9K0.02%New Position

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

$418K10.8K0.14%-45.9%

Cherry Creek Investment Advisors, Inc.

$415K10.8K0.16%-44.8%

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