| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Boersma Travis | 29% | -5% | $2,655,004,022 | -$130,850,000 | 50,726,099 | -4.7% | Travis Boersma | 30 Sep 2025 |
| FMR LLC | 5.7% | $373,709,111 | 6,486,879 | FMR LLC | 31 Dec 2024 | |||
| BAILLIE GIFFORD & CO | 3.3% | -48% | $218,957,405 | -$184,764,027 | 3,800,684 | -46% | BAILLIE GIFFORD & CO | 31 Mar 2025 |
As of 30 Sep 2025, 443 institutional investors reported holding 114,397,289 shares of Dutch Bros Inc. - Class A Common Stock, $0.00001 par value per share (BROS). This represents 65% of the company’s total 175,522,834 outstanding shares.
The largest institutional shareholders of Dutch Bros Inc. - Class A Common Stock, $0.00001 par value per share (BROS) together control 42% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 6.4% | 11,241,352 | -0.83% | 0.01% | $588,372,363 |
| FMR LLC | 4.2% | 7,287,938 | +0.55% | 0.02% | $381,450,648 |
| BlackRock, Inc. | 4% | 6,996,034 | +7.2% | 0.01% | $366,172,418 |
| BAILLIE GIFFORD & CO | 2% | 3,497,067 | -3.4% | 0.14% | $183,036,488 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2% | 3,450,437 | +1201% | 0.02% | $180,597,000 |
| 1832 Asset Management L.P. | 1.6% | 2,842,200 | -8.5% | 0.25% | $148,760,748 |
| MARSHALL WACE, LLP | 1.5% | 2,690,760 | +7.2% | 0.15% | $140,834,379 |
| Ninety One UK Ltd | 1.5% | 2,585,702 | 0.29% | $135,335,645 | |
| Invesco Ltd. | 1.4% | 2,426,657 | +4% | 0.02% | $127,011,222 |
| CITADEL ADVISORS LLC | 1.3% | 2,285,303 | +618% | 0.1% | $119,612,759 |
| TSG Consumer Partners LP | 1.3% | 2,279,846 | -2.9% | 100% | $119,327,140 |
| UBS Group AG | 1.3% | 2,247,691 | +34% | 0.02% | $117,644,146 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3% | 2,225,734 | +2.4% | 0.01% | $116,518,423 |
| T. Rowe Price Investment Management, Inc. | 1.2% | 2,106,248 | -7.6% | 0.07% | $110,242,000 |
| MILLENNIUM MANAGEMENT LLC | 1.2% | 2,024,096 | +54% | 0.08% | $105,941,185 |
| STATE STREET CORP | 1.1% | 1,984,258 | +0.29% | 0% | $103,856,064 |
| Qube Research & Technologies Ltd | 1.1% | 1,943,641 | +11% | 0.14% | $101,730,170 |
| BANK OF AMERICA CORP /DE/ | 1.1% | 1,867,532 | +18% | 0.01% | $97,746,626 |
| Balyasny Asset Management L.P. | 1% | 1,817,201 | +196% | 0.19% | $95,112,300 |
| D. E. Shaw & Co., Inc. | 0.97% | 1,700,262 | -60% | 0.07% | $88,991,713 |
| Squarepoint Ops LLC | 0.94% | 1,649,106 | +9.7% | 0.18% | $86,314,208 |
| MORGAN STANLEY | 0.89% | 1,567,723 | -20% | 0% | $82,054,668 |
| RAYMOND JAMES FINANCIAL INC | 0.83% | 1,462,025 | -8% | 0.02% | $76,522,387 |
| JOHO CAPITAL LLC | 0.81% | 1,418,394 | -19% | 13% | $74,238,742 |
| BNP PARIBAS FINANCIAL MARKETS | 0.8% | 1,405,007 | 0% | 0.06% | $73,538,066 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,174,157 | $133,901,554 | -$6,249,849 | $61.22 | 59 |
| 2025 Q3 | 114,397,289 | $5,982,640,776 | +$360,960,576 | $52.34 | 443 |
| 2025 Q2 | 105,804,218 | $7,230,623,773 | +$408,008,320 | $68.37 | 487 |
| 2025 Q1 | 100,327,789 | $6,190,626,539 | -$107,858,051 | $61.74 | 461 |
| 2024 Q4 | 100,870,730 | $5,288,058,363 | -$35,483,430 | $52.38 | 391 |
| 2024 Q3 | 100,551,119 | $3,220,789,261 | +$12,828,846 | $32.03 | 339 |
| 2024 Q2 | 98,034,415 | $4,059,142,809 | +$236,713,281 | $41.40 | 335 |
| 2024 Q1 | 92,324,312 | $3,046,602,189 | +$33,875,892 | $33.00 | 267 |
| 2023 Q4 | 156,463 | $4,955,184 | +$4,201,659 | $31.67 | 3 |
| 2023 Q3 | 89,113,179 | $2,072,016,552 | +$384,113,110 | $23.25 | 185 |
| 2023 Q2 | 72,403,511 | $2,060,029,688 | -$60,817,194 | $28.45 | 180 |
| 2023 Q1 | 74,334,063 | $2,351,169,029 | -$1,466,719 | $31.63 | 178 |
| 2022 Q4 | 74,418,785 | $2,097,855,444 | +$7,465,186 | $28.19 | 176 |
| 2022 Q3 | 74,026,152 | $2,306,045,610 | -$47,612,298 | $31.15 | 182 |
| 2022 Q2 | 74,684,613 | $2,363,900,572 | -$254,304,146 | $31.65 | 174 |
| 2022 Q1 | 80,036,252 | $4,423,149,724 | -$128,361,760 | $55.27 | 185 |
| 2021 Q4 | 82,443,893 | $4,196,693,059 | +$88,194,252 | $50.91 | 148 |
| 2021 Q3 | 16,654,155 | $721,668,328 | +$716,935,256 | $43.32 | 114 |