Security Snapshot

Dutch Bros Inc. - CLASS A COMMON STOCK (BROS) Institutional Ownership

CUSIP: 26701L100

13F Institutional Holders and Ownership History from Q3 2021 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

313

Shares (Excl. Options)

47.09MFull value: 47,089,173 · shares · 30 Sep 2026

Price

$38.56

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

Save this security page for your next review

Watchlists follow companies and investors, across their share classes. Bookmark this page to revisit this specific CUSIP and its quarterly holders. If you create an account from here, we will bring you back after verification.

Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-2,589,431
Value change
-$198,708,781
Number of holders
313
Security identity Names, identifiers, and filing context for this profile. 2 source fields
Underlying class
Class A Common Stock
Underlying shares
1.0
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
138,177,631
SEC-reported price per share
$39.78
Insider filing price
$39.78
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • BROS - Dutch Bros Inc. - CLASS A COMMON STOCK is tracked under CUSIP 26701L100.
  • 313 institutions reported positions in Q3 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 560 to 313 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $9.36BFull value: $9,356,478,350 · USD · 30 Jun 2026
    to
    $1.82BFull value: $1,815,180,363 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 313 institutions filings for Q3 2026.

Open SEC evidence

Security key

26701L100

13F reference period

Q3 2026

13F holders

313

13D/G owners

4

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
BROS
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Boersma Travis 26% -6.8% $3,244,440,142 -$218,676,027 45,180,896 -6.3% Travis Boersma 30 Jun 2026
FMR LLC 14% +13% $758,545,449 +$93,259,476 19,068,513 +14% FMR LLC 30 Sep 2026
BlackRock, Inc. 9.3% $598,706,820 11,818,137 BlackRock, Inc. 31 Mar 2026
BAILLIE GIFFORD & CO 3.3% -48% $233,818,080 -$197,303,991 3,800,684 -46% BAILLIE GIFFORD & CO 31 Mar 2025
As of 30 Sep 2026, 313 institutional investors reported holding
47.09MFull value: 47,089,173 · shares · 30 Sep 2026
shares of Dutch Bros Inc. - CLASS A COMMON STOCK (BROS). This represents 34% of the company’s total
138.18MFull value: 138,177,631 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
28%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD CAPITAL MANAGEMENT LLC 4.4% 6,093,875 +0.45% 0% $234,979,820
VANGUARD PORTFOLIO MANAGEMENT LLC 4.2% 5,787,088 -2.6% 0.01% $223,150,113
STATE STREET CORP 2.9% 4,013,988 +4.2% 0% $154,779,377
BAILLIE GIFFORD & CO 1.9% 2,617,170 -4.4% 0.1% $100,918,075
GEODE CAPITAL MANAGEMENT, LLC 1.8% 2,440,752 -1.7% 0% $94,140,038
WASATCH ADVISORS LP 1.7% 2,333,987 +125% 0.67% $89,998,539
MORGAN STANLEY 1.3% 1,794,032 -4.9% 0% $69,177,950
Stephens Investment Management Group LLC 1.2% 1,634,512 +75% 0.68% $63,026,783
TSG Consumer Partners LP 1.1% 1,562,994 -1.5% 100% $60,269,049
DIMENSIONAL FUND ADVISORS LP 1.1% 1,473,775 +17% 0.01% $56,825,255
Hyperion Asset Management Ltd 0.88% 1,222,532 +104% 1.3% $47,140,834
AMERICAN CENTURY COMPANIES INC 0.75% 1,033,554 -40% 0.02% $39,853,842
Clearbridge Investments, LLC 0.63% 865,257 -0.73% 0.03% $33,364,310
VANGUARD FIDUCIARY TRUST CO 0.61% 843,587 +1.7% 0.01% $32,528,715
RAYMOND JAMES FINANCIAL INC 0.6% 825,403 -5.6% 0.01% $31,827,539
Danica Pension, Livsforsikringsaktieselskab 0.55% 761,518 +23% 0.47% $29,364,134
CONGRESS ASSET MANAGEMENT CO 0.44% 607,886 -6.3% 0.15% $23,440,084
MARSHALL WACE, LLP 0.43% 600,796 -59% 0.02% $23,166,693
LPL Financial LLC 0.41% 569,504 -4.5% 0% $21,960,067
FEDERATED HERMES, INC. 0.36% 494,808 +0.41% 0.03% $19,079,796
BROWN BROTHERS HARRIMAN & CO 0.25% 351,922 +127% 0.06% $13,570,112
Impax Asset Management Group plc 0.25% 350,000 +79% 0.1% $13,496,000
CAPITAL FUND MANAGEMENT S.A. 0.24% 337,571 +1975% 0.08% $13,016,737
Public Sector Pension Investment Board 0.21% 286,000 0.02% $10,879,440
NATIXIS 0.2% 270,428 0.04% $10,427,704

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
21
Headline period
Q3 2026
Rows shown
1-21 of 21
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 47,089,173 $1,815,180,363 -$198,708,781 $38.56 313
2026 Q2 130,457,421 $9,356,478,350 -$81,377,280 $71.81 560
2026 Q1 131,950,160 $6,683,367,755 +$519,412,226 $50.66 509
2025 Q4 118,627,587 $7,264,506,311 +$238,053,232 $61.22 506
2025 Q3 114,397,589 $5,982,656,499 +$360,960,592 $52.34 445
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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .