Dutch Bros Ownership | Who Owns Dutch Bros?
Dutch Bros Ownership Summary
Dutch Bros is owned by 59.67% institutional investors, 9.32% insiders, and 31.02% retail investors. Vanguard group is the largest institutional shareholder, holding 8.95% of BROS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.94% of its assets in Dutch Bros shares.
BROS Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Dutch Bros | 59.67% | 9.32% | 31.02% |
Sector | Consumer Cyclical Stocks | 48.44% | 13.23% | 38.33% |
Industry | Restaurants Stocks | 61.96% | 11.29% | 26.75% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 10.18M | 8.95% | $533.46M |
Fmr | 6.52M | 5.73% | $341.33M |
Baillie gifford | 6.14M | 5.39% | $321.46M |
D. e. shaw | 5.12M | 4.50% | $268.09M |
Blackrock | 3.73M | 4.48% | $154.53M |
Blackrock funding, inc. /de | 4.79M | 4.21% | $250.79M |
Tsg consumer partners lp | 3.51M | 3.08% | $183.77M |
Fil | 3.37M | 2.96% | $176.30M |
Wasatch advisors lp | 3.24M | 2.85% | $169.71M |
1832 asset management | 2.63M | 2.31% | $137.87M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Tsg consumer partners lp | 3.51M | 100.00% | $183.77M |
Joho capital | 1.92M | 17.45% | $100.54M |
Crestwood capital management | 315.38K | 12.15% | $16.52M |
Savoir faire capital management | 52.74K | 2.94% | $5.43M |
Taylor frigon capital management | 62.93K | 1.67% | $3.30M |
Pier capital | 222.54K | 1.66% | $11.66M |
Granite investment partners | 695.43K | 1.57% | $36.43M |
Concurrent investment advisors | 1.03M | 1.45% | $53.88M |
Nwk group | 69.95K | 1.42% | $3.66M |
Diametric capital, lp | 36.48K | 1.29% | $1.91M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Fil | 3.37M | 0.16% | 3.37M |
Fmr | 6.52M | 0.02% | 3.23M |
1832 asset management | 2.63M | 0.12% | 2.55M |
Blackrock | 3.73M | 0.00% | 2.39M |
Raymond james financial | 1.80M | 0.04% | 1.80M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Marshall wace, llp | 546.65K | 0.03% | -4.37M |
Tsg consumer partners lp | 3.51M | 100.00% | -1.71M |
Mane global capital management lp | - | - | -1.60M |
Davidson kempner capital management lp | - | - | -1.59M |
Ameriprise financial | 864.84K | 0.01% | -1.25M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Fil | 3.37M | 0.16% | 3.37M | $176.30M |
Raymond james financial | 1.80M | 0.04% | 1.80M | $94.48M |
Eagle asset management | 1.28M | 0.29% | 1.28M | $53.51M |
Norges bank | 329.63K | 0.00% | 329.63K | $17.27M |
Hrt financial lp | 156.33K | 0.04% | 156.33K | $8.19M |
Sold Out
Holder | Change |
---|---|
Ashton thomas private wealth | -7.00 |
Sandy spring bank | -10.00 |
C m bidwell & associates | -15.00 |
Capital performance advisors llp | -19.00 |
Mather group, llc. | -20.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 297 | -20.38% | 67,912,892 | -33.79% | 59 | 0.73% | 149 | -28.71% | 99 | 15.12% |
Sep 30, 2024 | 368 | 0.27% | 102,510,908 | 4.52% | 90 | 0.97% | 207 | -8.00% | 83 | 25.76% |
Jun 30, 2024 | 367 | 26.12% | 98,076,990 | 6.17% | 96 | 0.78% | 225 | 27.84% | 66 | 11.86% |
Mar 31, 2024 | 291 | 12.36% | 92,377,713 | 1.44% | 110 | 0.52% | 176 | 10.69% | 59 | 25.53% |
Dec 31, 2023 | 259 | 21.03% | 91,062,937 | 2.32% | 146 | 0.65% | 159 | 43.24% | 47 | 6.82% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 3.42M | 2.94% | 1.97K |
Vanguard Small Cap Index | 2.76M | 2.38% | 2.25K |
Fidelity Greater Canada Sr F | 2.20M | 1.89% | -950.00K |
Vanguard Institutional Extnd Mkt Idx Tr | 1.73M | 1.49% | 5.38K |
Fidelity Canadian Growth Company Sr B | 1.60M | 1.40% | - |
Vanguard Small Cap Growth Index Inv | 1.55M | 1.33% | -8.80K |
Dynamic Power American Growth | 1.27M | 1.02% | 330.80K |
Wasatch Core Growth | 1.10M | 0.97% | -333.93K |
American Century U.S. Large Cap Growth | 1.05M | 0.93% | -427.60K |
American Century Growth Inv | 1.05M | 0.93% | -427.60K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Feb 27, 2025 | Boersma Travis | Executive Chairman of Board | Sell | $1.37M |
Feb 27, 2025 | Boersma Travis | Executive Chairman of Board | Sell | $3.68M |
Feb 27, 2025 | Boersma Travis | Executive Chairman of Board | Sell | $307.01K |
Feb 27, 2025 | Boersma Travis | Executive Chairman of Board | Sell | $3.46M |
Feb 27, 2025 | Boersma Travis | Executive Chairman of Board | Sell | $1.15M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | 100 |
2024 Q4 | - | 12 |
2024 Q3 | - | 42 |
2024 Q2 | - | 48 |
2024 Q1 | - | 65 |
BROS Ownership FAQ
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