| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Boersma Travis | 28% | -4.8% | $2,941,792,039 | -$152,500,000 | 48,226,099 | -4.9% | Travis Boersma | 31 Dec 2025 |
| FMR LLC | 5.7% | $399,072,809 | 6,486,879 | FMR LLC | 31 Dec 2024 | |||
| BAILLIE GIFFORD & CO | 3.3% | -48% | $233,818,080 | -$197,303,991 | 3,800,684 | -46% | BAILLIE GIFFORD & CO | 31 Mar 2025 |
As of 31 Dec 2025, 493 institutional investors reported holding 118,449,855 shares of Dutch Bros Inc. - Class A Common Stock, $0.00001 par value per share (BROS). This represents 68% of the company’s total 175,367,633 outstanding shares.
The largest institutional shareholders of Dutch Bros Inc. - Class A Common Stock, $0.00001 par value per share (BROS) together control 41% 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 | 6.3% | 11,090,575 | -1.3% | 0.01% | $678,965,002 |
| BlackRock, Inc. | 4.2% | 7,310,797 | +4.5% | 0.01% | $447,566,963 |
| FMR LLC | 4.1% | 7,212,382 | -1% | 0.02% | $441,542,050 |
| BAILLIE GIFFORD & CO | 1.8% | 3,230,676 | -7.6% | 0.16% | $197,781,985 |
| MARSHALL WACE, LLP | 1.8% | 3,098,288 | +15% | 0.18% | $189,677,192 |
| UBS Group AG | 1.7% | 2,995,317 | +33% | 0.04% | $183,373,306 |
| Squarepoint Ops LLC | 1.6% | 2,863,197 | +74% | 0.35% | $175,284,920 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.6% | 2,824,546 | -18% | 0.02% | $172,920,000 |
| MILLENNIUM MANAGEMENT LLC | 1.6% | 2,823,384 | +39% | 0.12% | $172,847,568 |
| Ninety One UK Ltd | 1.5% | 2,625,483 | +1.5% | 0.34% | $160,732,072 |
| Balyasny Asset Management L.P. | 1.4% | 2,481,132 | +37% | 0.28% | $151,894,901 |
| TSG Consumer Partners LP | 1.3% | 2,279,846 | 0% | 100% | $139,572,172 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3% | 2,265,083 | +1.8% | 0.01% | $138,698,739 |
| STATE STREET CORP | 1.2% | 2,020,112 | +1.8% | 0% | $123,671,257 |
| T. Rowe Price Investment Management, Inc. | 1.1% | 1,899,457 | -9.8% | 0.07% | $116,285,000 |
| Alyeska Investment Group, L.P. | 1.1% | 1,860,182 | 0.32% | $113,880,342 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1% | 1,779,616 | 0.45% | $108,948,092 | |
| 1832 Asset Management L.P. | 0.99% | 1,736,900 | -39% | 0.14% | $106,333,018 |
| MORGAN STANLEY | 0.97% | 1,709,256 | +9% | 0.01% | $104,640,706 |
| NORGES BANK | 0.9% | 1,583,649 | 0.01% | $96,950,992 | |
| JOHO CAPITAL LLC | 0.81% | 1,418,394 | 0% | 19% | $86,834,081 |
| ALLIANCEBERNSTEIN L.P. | 0.8% | 1,404,738 | +23% | 0.03% | $85,998,060 |
| RAYMOND JAMES FINANCIAL INC | 0.79% | 1,387,234 | -5.1% | 0.03% | $85,885,958 |
| D. E. Shaw & Co., Inc. | 0.79% | 1,382,693 | -19% | 0.06% | $84,648,465 |
| BANK OF AMERICA CORP /DE/ | 0.78% | 1,360,779 | -27% | 0.01% | $83,306,889 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 118,449,855 | $7,253,625,602 | +$244,502,635 | $61.22 | 493 |
| 2025 Q3 | 114,397,588 | $5,982,656,446 | +$360,960,592 | $52.34 | 444 |
| 2025 Q2 | 105,804,218 | $7,230,623,773 | +$408,008,287 | $68.37 | 487 |
| 2025 Q1 | 100,327,989 | $6,190,639,147 | -$107,858,483 | $61.74 | 462 |
| 2024 Q4 | 101,066,879 | $5,298,337,386 | -$51,565,377 | $52.38 | 392 |
| 2024 Q3 | 101,054,383 | $3,236,909,128 | +$34,182,963 | $32.03 | 337 |
| 2024 Q2 | 98,050,872 | $4,059,823,880 | +$227,684,778 | $41.40 | 329 |
| 2024 Q1 | 92,532,900 | $3,053,486,092 | +$48,339,201 | $33.00 | 264 |
| 2023 Q4 | 91,170,014 | $2,887,218,097 | +$61,733,720 | $31.67 | 230 |
| 2023 Q3 | 89,188,165 | $2,073,759,977 | +$387,018,057 | $23.25 | 188 |
| 2023 Q2 | 72,403,715 | $2,060,035,492 | -$60,965,038 | $28.45 | 181 |
| 2023 Q1 | 74,334,267 | $2,351,175,395 | +$2,970,568 | $31.63 | 179 |
| 2022 Q4 | 74,418,989 | $2,097,861,195 | +$9,338,553 | $28.19 | 177 |
| 2022 Q3 | 74,026,356 | $2,306,051,965 | -$48,443,179 | $31.15 | 183 |
| 2022 Q2 | 74,710,760 | $2,364,729,029 | -$248,860,152 | $31.65 | 176 |
| 2022 Q1 | 80,036,456 | $4,423,160,999 | -$130,875,389 | $55.27 | 186 |
| 2021 Q4 | 82,444,097 | $4,197,300,847 | +$89,320,567 | $50.91 | 149 |
| 2021 Q3 | 16,670,598 | $722,175,920 | +$722,012,920 | $43.32 | 115 |