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BROS — DUTCH BROS INC

Reported value held$5.06B
Funds holding (latest)49
SectorConsumer Discretionary
Funds holding (Q2 2026)38
Institutional value$4.23B · 68.46M sh
New / Add / Cut / Exit2 / 13 / 22 / 1
Top-5 / Top-10 concentration68.3% / 84.3%
Institutional holdings change Reducing -3.7% (-2.60M sh)
Institutional value change Up +31.6%

As of Q2 2026, 38 SEC-registered investment managers reported holding BROS (DUTCH BROS INC) in their latest 13F filings, with a combined reported value of $4.23B across 68.46M shares. That is -3.7% by share count (-2.60M shares) versus the previous quarter, while reported value moved +31.6%. Ownership is concentrated: the five largest holders account for 68.3% of reported value and the top ten for 84.3%.

Compared with the prior quarter, 2 opened new positions, 13 added to existing stakes, 22 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

BROS is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Fidelity Management & Research (FMR) history Q2 2026 16.72M $1.20B 0.06% Add
BlackRock Inc history Q2 2026 14.66M $1.05B 0.02% Add
Vanguard Group history Q4 2025 11.09M $678.97M 0.01% Reduce
Wellington Management Group history Q2 2026 3.09M $221.96M 0.04% Add
Citadel Advisors history Q2 2026 3.00M $215.13M 0.03% Reduce
Baillie Gifford & Co history Q2 2026 2.74M $196.68M 0.18% Reduce
Geode Capital Management history Q2 2026 2.48M $178.39M 0.01% Reduce
Goldman Sachs Group history Q2 2026 1.99M $142.91M 0.01% Add
Morgan Stanley history Q2 2026 1.89M $135.51M 0.01% Reduce
Bank of America Corp history Q2 2026 1.60M $115.11M 0.01% Reduce
Marshall Wace history Q2 2026 1.46M $104.81M 0.08% Reduce
Charles Schwab Investment Management history Q2 2026 1.21M $86.63M 0.01% Hold
UBS Group AG history Q2 2026 1.14M $81.51M 0.01% Reduce
BNY Mellon history Q2 2026 1.08M $77.81M 0.01% Add
Norges Bank Investment Management history Q2 2026 1.03M $73.75M 0.01% Reduce
Northern Trust Corp history Q2 2026 963.04K $69.16M 0.01% Reduce
Davidson Kempner Capital Management history Q2 2024 1.59M $65.63M 1.51% Add
CPP Investments history Q2 2026 664.04K $47.68M 0.03% Reduce
Invesco Ltd history Q2 2026 528.43K $37.95M 0.00% Reduce
Point72 Asset Management history Q2 2026 377.05K $27.08M 0.03% Reduce

View all 49 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Fidelity Management & Research (FMR) 2.60M 4.43M 4.86M 1.76M 3.85M 6.20M 6.85M 6.00M 8.58M 7.82M 4.24M 4.95M 3.29M 6.52M 6.19M 7.25M 7.29M 7.21M 9.57M 16.72M
BlackRock Inc — — — — — — — — — — — — 4.59M 4.79M 5.09M 6.52M 7.00M 7.31M 13.88M 14.66M
Wellington Management Group — — — — — — — — — — — 841.46K 1.98M 834.71K 893.91K 1.06M 1.08M 1.32M 2.24M 3.09M
Citadel Advisors 417.62K 478.30K 742.37K 667.30K 1.44M 744.70K 1.19M 725.99K 3.45M 4.37M 5.50M 4.69M 3.54M 1.53M 3.92M 1.63M 3.58M 1.69M 3.39M 3.00M
Baillie Gifford & Co — — — — — — — — — — — — 7.01M 6.14M 3.80M 3.62M 3.50M 3.23M 2.99M 2.74M
Geode Capital Management — 201.96K 205.31K 239.85K 235.06K 275.55K 280.79K 288.28K 497.20K 550.41K 726.85K 1.38M 1.77M 1.80M 1.91M 2.17M 2.23M 2.27M 2.53M 2.48M
Goldman Sachs Group 105.38K 8.05K 774.75K 316.06K 116.49K 222.39K 795.33K 595.34K 710.85K 852.71K 218.18K 189.10K 223.71K 641.06K 525.48K 501.44K 821.12K 1.29M 1.69M 1.99M
Morgan Stanley 69.12K 173.13K 204.71K 164.86K 258.06K 189.57K 215.40K 159.73K 154.94K 387.48K 643.91K 1.45M 647.18K 1.98M 1.54M 1.97M 1.57M 1.71M 2.46M 1.89M
Bank of America Corp 9.06K 107.61K 389.04K 147.69K 403.69K 431.76K 1.57M 721.66K 1.15M 1.04M 1.40M 3.50M 2.49M 1.38M 1.47M 1.63M 1.87M 1.36M 1.81M 1.60M
Marshall Wace — 6.71K 87.54K — 1.68M 1.23M — 186.10K 1.42M 2.20M 3.43M 3.96M 4.91M 546.65K 1.05M 2.51M 2.69M 3.10M 2.59M 1.46M
Charles Schwab Investment Management — 116.02K 119.21K 134.06K 130.28K 153.18K 152.16K 153.76K 282.78K 296.94K 393.94K 505.89K 687.53K 692.96K 687.85K 764.11K 1.18M 1.17M 1.21M 1.21M
UBS Group AG 1.01K 9.20K 25.03K 36.80K 62.71K 113.64K 28.43K 56.70K 144.48K 327.14K 267.72K 300.24K 125.15K 1.10M 1.19M 1.71M 2.29M 3.03M 4.03M 1.14M
BNY Mellon 395.37K 27.27K 62.84K 15.06K 14.97K 26.11K 24.61K 24.29K 30.97K 29.37K 12.95K 1.08M 1.18M 1.10M 641.97K 787.44K 323.92K 660.53K 1.04M 1.08M
Norges Bank Investment Management — — — — — — — — — 74.68K — 558.57K — 329.63K — 1.37M — 1.58M — 1.03M
Northern Trust Corp — 41.96K 41.27K 54.15K 54.91K 61.75K 67.69K 69.57K 123.49K 169.68K 201.88K 260.57K 496.64K 784.58K 636.94K 610.95K 628.32K 602.11K 972.49K 963.04K
CPP Investments — — — 1.60K 3.60K 2.00K — — — — 30.40K 192.20K 397.20K 173.70K 38.30K 128.60K 181.58K 296.28K 752.00K 664.04K
Invesco Ltd 208.45K 900.33K 232.82K — — — — — 496.71K 290.88K — 130.37K 1.16M 1.17M 1.37M 2.33M 2.43M 1.35M 1.71M 528.43K
Point72 Asset Management 15.00K — — — — — — — — 1.17M 667.35K 1.21M 846.55K 242.55K 392.31K 37.26K — 1.39M 2.81M 377.05K
Wells Fargo & Co 19.37K 29.80K 56.39K 172.64K 192.87K 196.53K 177.95K 30.61K 38.92K 97.57K 34.54K 70.43K 166.37K 122.56K 628.14K 258.11K 338.84K 385.38K 303.51K 341.15K
Principal Global Investors — — — — — — — — — — 11.96K 752.48K 95.84K 134.56K 112.92K 100.82K 68.06K — 285.37K 332.87K

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