Dutch Bros Inc (BROS) Ownership

28.59 ↓0.30 (-1.04%)
As of April 26, 2024, 3:59pm EST.

Institutional Ownership

FMR Inc is the biggest individual institutional holder of Dutch Bros Inc (BROS), owning a total of 7.8 million shares. Combined, the top 48 institutional holders of BROS own 50.86% of the company with a total of 42.7 million shares.

In the latest ownership report on December 31st 2023, the top 48 institutional holders increased their combined ownership of BROS by 4.6 million shares. 17 institutions bought 5,414,614 total additional shares and increased their ownership by an average of 151.95%. However 2 institutions sold 848,353 total shares and decreased their ownership by an average of 8.88%.

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 4,566,261 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
FMR Inc8.384%-8.925%7,815,803-765,9482023-12-31
Vanguard Group Inc5.096%2.945%4,750,468135,9182023-12-31
T. Rowe Price Investment Management,Inc.4.469%4.780%4,166,582190,0902023-12-31
Marshall Wace Asset Management Ltd2.356%54.516%2,196,555774,9802023-12-31
American Century Companies Inc1.511%19.653%1,408,492231,3442023-12-31
Goldman Sachs Group Inc1.257%163.908%1,171,610727,6632023-12-31
BlackRock Inc1.143%11.379%1,065,942108,9002023-12-31
Driehaus Capital Management LLC0.978%0.000%912,066912,0662023-12-31
ClearBridge Advisors, LLC0.926%0.002%863,657192023-12-31
Bank of America Corp0.912%-8.835%850,278-82,4052023-12-31
Balyasny Asset Management LLC0.621%0.000%578,852578,8522023-12-31
Geode Capital Management, LLC0.590%10.702%550,41053,2082023-12-31
Susquehanna International Group, LLP0.512%2,121.110%477,694456,1872023-12-31
Fuller & Thaler Asset Management Inc0.509%11.962%474,85350,7322023-12-31
Weiss Multi-Strategy Advisers Llc0.477%0.000%444,474444,4742023-12-31
Fenimore Asset Management Inc0.461%0.000%429,758429,7582023-12-31
Federated Hermes Inc0.429%0.000%400,00002023-12-31
Morgan Stanley - Brokerage Accounts0.416%150.078%387,484232,5392023-12-31
Davidson Kempner Capital Management LP0.398%1.654%371,0386,0382023-12-31
Ghisallo Capital Management LLC0.431%30.522%350,00081,8462023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
FMR Inc8.384%-8.925%7,815,803-765,9482023-12-31
Vanguard Group Inc5.096%2.945%4,750,468135,9182023-12-31
T. Rowe Price Investment Management,Inc.4.469%4.780%4,166,582190,0902023-12-31
Citadel Advisors Llc3.282%856.386%3,059,3732,739,4842023-09-30
Marshall Wace Asset Management Ltd2.356%54.516%2,196,555774,9802023-12-31
American Century Companies Inc1.511%19.653%1,408,492231,3442023-12-31
AllianceBernstein L.P.2.174%-9.693%1,259,999-135,2342022-06-30
Goldman Sachs Group Inc1.257%163.908%1,171,610727,6632023-12-31
Franklin Resources Inc1.945%-12.073%1,129,562-155,0912023-03-31
BlackRock Inc1.143%11.379%1,065,942108,9002023-12-31
T. Rowe Price Associates, Inc.1.767%5.035%1,024,25549,0972022-06-30
Driehaus Capital Management LLC0.978%0.000%912,066912,0662023-12-31
ClearBridge Advisors, LLC0.926%0.002%863,657192023-12-31
Bank of America Corp0.912%-8.835%850,278-82,4052023-12-31
JANE STREET GROUP, LLC1.130%3,911.070%656,011639,6562022-09-30
Balyasny Asset Management LLC0.621%0.000%578,852578,8522023-12-31
Geode Capital Management, LLC0.590%10.702%550,41053,2082023-12-31
Amvescap Plc.0.659%0.000%496,712496,7122023-09-30
Susquehanna International Group, LLP0.512%2,121.110%477,694456,1872023-12-31
Fuller & Thaler Asset Management Inc0.509%11.962%474,85350,7322023-12-31
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
Morgan Stanley - Brokerage Accounts0.416%150.078%387,484232,5392023-12-31
Davidson Kempner Capital Management LP0.398%1.654%371,0386,0382023-12-31
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
D. E. Shaw & Co LP0.524%1,942.870%303,530288,6722022-09-30
Charles Schwab Investment Management Inc0.375%83.905%282,781129,0162023-09-30
JOHO Capital LLC0.357%0.000%254,803254,8032023-09-30
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
Millennium Management LLC0.298%-63.879%172,806-305,5962023-03-31
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

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Dutch Bros Inc (BROS), owning a total of 2.2 million shares. Combined, the top 44 mutual fund holders of BROS own 39.57% of the company with a total of 31.8 million shares.

In the latest ownership report on March 31st 2024, the top 44 fund holders increased their combined ownership of BROS by 470 thousand shares. 4 funds bought 518,768 total additional shares and increased their ownership by an average of 69.27%. However 7 funds sold 48,691 total shares and decreased their ownership by an average of 0.56%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Dutch Bros increased by a net total of 470,077 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Small Cap Index1.935%-0.787%1,804,005-14,3182024-03-31
American Century Growth Inv1.437%-0.888%1,339,454-11,9992024-03-31
American Century U.S. Large Cap Growth1.437%-0.888%1,339,454-11,9992024-03-31
T. Rowe Price US Small-Cap Core Equity1.234%-0.122%1,150,651-1,4002024-03-31
T. Rowe Price Small-Cap Stock1.234%-0.122%1,150,651-1,4002024-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.115%13.722%1,039,865125,4742024-03-31
Vanguard Small Cap Growth Index Inv1.096%0.230%1,021,7362,3452024-03-31
T. Rowe Price Small-Cap Value0.833%-0.103%776,781-8002024-03-31
ClearBridge Small Cap Growth A0.718%-1.003%669,025-6,7752024-03-31
ClearBridge Small Cap Growth0.718%0.000%669,02502024-03-31
T. Rowe Price U.S. SC Core Eq Tr-Z0.625%0.241%582,9471,4002024-03-31
Bridge Builder Small/Mid Cap Growth0.577%262.901%537,722389,5492024-03-31
T. Rowe Price Instl Small-Cap Stock0.574%0.000%535,47002024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.373%32.756%2,212,105545,8052024-02-29
Fidelity Global Innovators Cl P53.639%25.154%2,113,309424,7382022-12-31
Fidelity Global Innovators Cl F2.208%-0.474%2,058,043-9,8102023-12-31
Vanguard Small Cap Index1.935%-0.787%1,804,005-14,3182024-03-31
Fidelity Canadian Growth Company Sr B1.714%0.000%1,598,22202023-12-31
American Century Growth Inv1.437%-0.888%1,339,454-11,9992024-03-31
American Century U.S. Large Cap Growth1.437%-0.888%1,339,454-11,9992024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr1.769%1.312%1,262,24216,3422023-03-31
T. Rowe Price US Small-Cap Core Equity1.234%-0.122%1,150,651-1,4002024-03-31
T. Rowe Price Small-Cap Stock1.234%-0.122%1,150,651-1,4002024-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.115%13.722%1,039,865125,4742024-03-31
Vanguard Small Cap Growth Index Inv1.096%0.230%1,021,7362,3452024-03-31
Fidelity Growth Compy Commingled Pl O0.933%0.000%869,27202024-02-29
Columbia Small Cap Growth Inst0.834%0.000%777,527777,5272024-02-29
T. Rowe Price Small-Cap Value0.833%-0.103%776,781-8002024-03-31
Franklin U.S. Opportunities Composite1.166%0.000%677,31902022-12-31
ClearBridge Small Cap Growth A0.718%-1.003%669,025-6,7752024-03-31
ClearBridge Small Cap Growth0.718%0.000%669,02502024-03-31
T. Rowe Price U.S. SC Core Eq Tr-Z0.625%0.241%582,9471,4002024-03-31
Fidelity Small Cap Growth0.711%0.000%573,33202023-11-30
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%262.901%537,722389,5492024-03-31
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 Grow0.493%0.000%400,00002023-12-31
Federated Hermes Kaufmann Small Cap A0.493%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

Discussions

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MyToiletBroke3/15/24 02:33pm

$BROS I REALLY THINK WE FINALLY HAVE OUR FIRESALE?? !!

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kairaae2/28/24 09:02am

$BROS great sale!!!! Buy buy buy

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im_drank2/10/24 12:31pm

$BROS I’ll be buying more if this dips!

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wsb_pro10/4/23 08:11am

$BROS time to short this

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