Dutch Bros Ownership | Who Owns Dutch Bros?
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 | 57.35% | 11.97% | 30.68% |
Industry | Restaurants Stocks | 71.20% | 9.63% | 19.17% |
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 | 1.49% | 386.82K |
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
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