Dutch Bros Ownership | Who Owns Dutch Bros?


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Dutch Bros Ownership Summary


Dutch Bros is owned by 90.06% institutional investors, 4.83% insiders, and 5.11% retail investors. Vanguard group is the largest institutional shareholder, holding 10.13% of BROS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.01% of its assets in Dutch Bros shares.

BROS Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockDutch Bros90.06%4.83%5.11%
SectorConsumer Cyclical Stocks 57.35%11.97%30.68%
IndustryRestaurants Stocks 71.20%9.63%19.17%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group8.44M10.13%$349.47M
Fmr4.95M5.94%$205.04M
Tsg consumer partners lp5.22M5.12%$216.02M
Blackrock3.73M4.48%$154.53M
Marshall wace, llp3.96M3.89%$164.04M
T. rowe price investment management3.62M3.55%$149.89M
Ameriprise financial2.12M2.54%$87.61M
Driehaus capital management2.25M2.20%$92.95M
Waratah capital advisors2.06M2.02%$85.36M
Alliancebernstein1.60M1.92%$66.12M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Tsg consumer partners lp5.22M32.99%$216.02M
Crestwood capital management389.01K11.50%$16.10M
Joho capital1.36M7.99%$56.49M
Waratah capital advisors2.06M3.13%$85.36M
Taylor frigon capital management112.75K2.22%$4.67M
Candlestick capital management lp1.54M1.75%$63.57M
Concurrent investment advisors1.24M1.69%$51.35M
Cannon global investment management6.50K1.25%$269.10K
Driehaus capital management2.25M0.90%$92.95M
Diametric capital, lp38.34K0.86%$1.59M

Top Buyers

HolderShares% AssetsChange
Blackrock3.73M0.00%2.39M
Waratah capital advisors2.06M3.13%2.06M
Vanguard group8.44M0.01%2.03M
Alliancebernstein1.60M0.02%1.59M
Candlestick capital management lp1.54M1.75%1.54M

Top Sellers

HolderShares% AssetsChange
Tsg consumer partners lp5.22M32.99%-25.33M
Mane global capital management lp---1.60M
Davidson kempner capital management lp---1.59M
Lord, abbett---1.30M
Balyasny asset management1.62M0.12%-1.28M

New Positions

HolderShares% AssetsChangeValue
Waratah capital advisors2.06M3.13%2.06M$85.36M
Candlestick capital management lp1.54M1.75%1.54M$63.57M
Renaissance1.39M0.10%1.39M$57.43M
Eagle asset management1.28M0.29%1.28M$53.51M
Wellington management group llp841.46K0.01%841.46K$34.84M

Sold Out

HolderChange
Ashton thomas private wealth-7.00
C m bidwell & associates-15.00
Mather group, llc.-20.00
Toronto dominion bank-30.00
Custom portfolio group-83.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20243680.27%102,510,9084.52%900.97%207-8.00%8325.76%
Jun 30, 202436726.12%98,076,9906.17%960.78%22527.84%6611.86%
Mar 31, 202429112.36%92,377,7131.44%1100.52%17610.69%5925.53%
Dec 31, 202325921.03%91,062,9372.32%1460.65%15943.24%476.82%
Sep 30, 20232145.94%89,001,42923.12%1490.92%11113.27%44-8.33%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv3.42M3.01%-15.35K
Vanguard Small Cap Index2.71M2.38%5.30K
Eagle Mid-Cap Growth - Institutional1.91M1.68%816.92K
Vanguard Institutional Extnd Mkt Idx Tr1.69M1.49%386.82K
Fidelity Canadian Growth Company Sr B1.60M1.40%-
Carillon Eagle Mid Cap Growth A1.52M1.34%677.69K
Vanguard Small Cap Growth Index Inv1.49M1.31%-2.17K
American Century U.S. Large Cap Growth1.48M1.30%142.74K
American Century Growth Inv1.48M1.30%142.74K
Wasatch Core Growth1.43M1.26%1.43M

Recent Insider Transactions


DateNameRoleActivityValue
Nov 04, 2024DM Trust Aggregator, LLC-Sell$150.06K
Nov 04, 2024DM Trust Aggregator, LLC-Sell$1.13M
Nov 04, 2024Boersma Travis Executive Chairman of BoardSell$1.13M
Nov 04, 2024Boersma Travis Executive Chairman of BoardSell$150.06K
Nov 01, 2024DM Trust Aggregator, LLC-Sell$5.66M

Insider Transactions Trends


DateBuySell
2024 Q4-12
2024 Q3-42
2024 Q2-48
2024 Q1-65
2023 Q4-25

BROS Ownership FAQ


Who Owns Dutch Bros?

Dutch Bros shareholders are primarily institutional investors at 90.06%, followed by 4.83% insiders and 5.11% retail investors. The average institutional ownership in Dutch Bros's industry, Restaurants Stocks , is 71.20%, which Dutch Bros exceeds.

Who owns the most shares of Dutch Bros?

Dutch Bros’s largest shareholders are Vanguard group (8.44M shares, 10.13%), Fmr (4.95M shares, 5.94%), and Tsg consumer partners lp (5.22M shares, 5.12%). Together, they hold 21.19% of Dutch Bros’s total shares outstanding.

Does Blackrock own Dutch Bros?

Yes, BlackRock owns 4.48% of Dutch Bros, totaling 3.73M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 154.53M$. In the last quarter, BlackRock increased its holdings by 2.39M shares, a 177.32% change.

Who is Dutch Bros’s biggest shareholder by percentage of total assets invested?

Tsg consumer partners lp is Dutch Bros’s biggest shareholder by percentage of total assets invested, with 32.99% of its assets in 5.22M Dutch Bros shares, valued at 216.02M$.

Who is the top mutual fund holder of Dutch Bros shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Dutch Bros shares, with 3.01% of its total shares outstanding invested in 3.42M Dutch Bros shares.

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