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

Type	Name	% Inst	% Insiders	% Retail
Stock	Dutch Bros	90.06%	4.83%	5.11%
Sector	Consumer Cyclical Stocks	59.49%	12.59%	27.92%
Industry	Restaurants Stocks	73.98%	8.86%	17.16%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	8.44M	10.13%	$349.47M
Fmr	4.95M	5.94%	$205.04M
Tsg consumer partners lp	5.22M	5.12%	$216.02M
Blackrock	3.73M	4.48%	$154.53M
Marshall wace, llp	3.96M	3.89%	$164.04M
T. rowe price investment management	3.62M	3.55%	$149.89M
Ameriprise financial	2.12M	2.54%	$87.61M
Driehaus capital management	2.25M	2.20%	$92.95M
Waratah capital advisors	2.06M	2.02%	$85.36M
Alliancebernstein	1.60M	1.92%	$66.12M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Tsg consumer partners lp	5.22M	32.99%	$216.02M
Crestwood capital management	389.01K	11.50%	$16.10M
Joho capital	1.36M	7.99%	$56.49M
Waratah capital advisors	2.06M	3.13%	$85.36M
Taylor frigon capital management	112.75K	2.22%	$4.67M
Candlestick capital management lp	1.54M	1.75%	$63.57M
Concurrent investment advisors	1.24M	1.69%	$51.35M
Cannon global investment management	6.50K	1.25%	$269.10K
Driehaus capital management	2.25M	0.90%	$92.95M
Diametric capital, lp	38.34K	0.86%	$1.59M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	3.73M	0.00%	2.39M
Waratah capital advisors	2.06M	3.13%	2.06M
Vanguard group	8.44M	0.01%	2.03M
Alliancebernstein	1.60M	0.02%	1.59M
Candlestick capital management lp	1.54M	1.75%	1.54M

Top Sellers

Holder	Shares	% Assets	Change
Tsg consumer partners lp	5.22M	32.99%	-25.33M
Mane global capital management lp	-	-	-1.60M
Davidson kempner capital management lp	-	-	-1.59M
Lord, abbett	-	-	-1.30M
Balyasny asset management	1.62M	0.12%	-1.28M

New Positions

Holder	Shares	% Assets	Change	Value
Waratah capital advisors	2.06M	3.13%	2.06M	$85.36M
Candlestick capital management lp	1.54M	1.75%	1.54M	$63.57M
Renaissance	1.39M	0.10%	1.39M	$57.43M
Eagle asset management	1.28M	0.29%	1.28M	$53.51M
Wellington management group llp	841.46K	0.01%	841.46K	$34.84M

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	214	5.94%	89,001,429	23.12%	149	0.92%	111	13.27%	44	-8.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	3.42M	3.01%	-15.35K
Vanguard Small Cap Index	2.71M	2.38%	5.30K
Eagle Mid-Cap Growth - Institutional	1.91M	1.68%	816.92K
Vanguard Institutional Extnd Mkt Idx Tr	1.69M	1.48%	-6.20K
Fidelity Canadian Growth Company Sr B	1.60M	1.40%	-
Carillon Eagle Mid Cap Growth A	1.52M	1.34%	677.69K
Vanguard Small Cap Growth Index Inv	1.49M	1.31%	-2.17K
American Century U.S. Large Cap Growth	1.48M	1.30%	142.74K
American Century Growth Inv	1.48M	1.30%	142.74K
Wasatch Core Growth	1.43M	1.26%	1.43M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 04, 2024	DM Trust Aggregator, LLC	-	Sell	$150.06K
Nov 04, 2024	DM Trust Aggregator, LLC	-	Sell	$1.13M
Nov 04, 2024	Boersma Travis	Executive Chairman of Board	Sell	$1.13M
Nov 04, 2024	Boersma Travis	Executive Chairman of Board	Sell	$150.06K
Nov 01, 2024	DM Trust Aggregator, LLC	-	Sell	$5.66M

Insider Transactions Trends

Date	Buy	Sell
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 73.98%, 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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