| 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% | $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 30 Sep 2025, 442 institutional investors reported holding 114,394,154 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 | 628,847 | $38,515,728 | -$16,899,899 | $61.22 | 19 |
| 2025 Q3 | 114,394,154 | $5,982,476,776 | +$360,960,646 | $52.34 | 442 |
| 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 |