BROS · NYSE · Restaurants

Dutch Bros (BROS)

Hand-crafted customizable beverages sold through a mixed drive-thru shop system.

$38.38
vs last close−0.38 (−0.98%)

13F · 13D/G · Form 4

Institutions75.65%132.16M shares
587 holders · as of Jun 30, 2026
Insiders27.50%48.04M shares
17 holders · as of Aug 21, 2026
Strategic holders23.84%41.65M shares
2 holders · as of Jun 12, 2026
Adds to126.99%

174.68M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (174.68M in the company's Sep 23, 2026 report, 126.91M elsewhere); stakes use the report.

These groups come from separate filings that can overlap, so they add to 126.99%; nothing is left for Other.

This company has 3 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
Travis Boersma1Insiderdirector, 10 percent owner, officer: Executive Chairman of Board
25.85%48.23M COMPANYfiled Jun 12, 2026
DM Trust Aggregator, LLCStrategic10 percent owner
14.37%4.51M A · 20.58M Bfiled Jun 12, 2026
FMR LLCInstitution
9.57%16.72M Aas of Jun 30, 2026
DM Individual Aggregator, LLCStrategic10 percent owner
9.48%2.41M A · 14.14M Bfiled Jun 12, 2026
BlackRock, Inc.Institution
8.39%14.66M Aas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
5.49%9.59M Aas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.47%6.07M Aas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
3.40%5.94M Aas of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
2.44%4.27M Aas of Jun 30, 2026
State Street CorpInstitution
2.20%3.85M Aas of Jun 30, 2026
Wellington Management Group LLPInstitution
1.77%3.09M Aas of Jun 30, 2026
Baillie Gifford & CoInstitution
1.57%2.74M Aas of Jun 30, 2026
Jonathan RicciInsider
1.53%2.67Mfiled Mar 2, 2022
Geode Capital Management, LLCInstitution
1.42%2.48M Aas of Jun 30, 2026
Citadel Advisors LLCInstitution
1.27%2.21M Aas of Jun 30, 2026
Westfield Capital Management Co LPInstitution
1.25%2.18M Aas of Jun 30, 2026
1832 Asset Management L.P.Institution
1.15%2.01M Aas of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.14%1.99M Aas of Jun 30, 2026
Morgan StanleyInstitution
1.08%1.89M Aas of Jun 30, 2026
American Century Companies IncInstitution
0.98%1.72M Aas of Jun 30, 2026
Bank of America Corp /DE/Institution
0.92%1.60M Aas of Jun 30, 2026
TSG Consumer Partners LPInstitution
0.91%1.59M Aas of Jun 30, 2026
Marshall Wace, LLPInstitution
0.84%1.46M Aas of Jun 30, 2026
Joho Capital LLCInstitution
0.81%1.42M Aas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
0.72%1.26M Aas of Jun 30, 2026
  1. Travis Boersma's transaction reports restate only vehicles that traded; the 2026 ownership statement (48.23M) less the 3.08M net shares sold since is used instead.

13F, as of Jun 30, 2026

587 holders · 132.16M shares · 117 new positions · 297 increased · 166 reduced · 70 closed

HolderShares% of companyChg q/qFiled
FMR LLC16.72M9.57%+7.16MAug 13, 2026
BlackRock, Inc.14.66M8.39%+784.9KAug 7, 2026
Price T Rowe Associates Inc /MD/9.59M5.49%+1.96MAug 14, 2026
Vanguard Capital Management LLC6.07M3.47%+376.5KAug 13, 2026
Vanguard Portfolio Management LLC5.94M3.40%+466.1KAug 13, 2026
T. Rowe Price Investment Management, Inc.4.27M2.44%−364.5KAug 14, 2026
State Street Corp3.85M2.20%+71.8KAug 7, 2026
Wellington Management Group LLP3.09M1.77%+851.1KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Travis Boersma27.50%48.23M13GFeb 13, 2026
FMR LLC10.70%13.65M13GMay 7, 2026
BlackRock, Inc.9.30%11.82M13GApr 27, 2026
T. Rowe Price Associates, Inc.6.00%7.63M13GMay 15, 2026
Vanguard Capital Management5.24%6.66M13GApr 29, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 13, 2026
Todd Allan Penegordirector
Purchase2,000$51.567,358
Jun 11, 2026
DM Trust Aggregator, LLC10 percent owner
Sale · 3 lots488,945$63.024,514,630
Jun 10, 2026
DM Trust Aggregator, LLC10 percent owner
Sale · 2 lots488,945$60.395,003,575
Jun 11, 2026
DM Individual Aggregator, LLC10 percent owner
Sale · 3 lots261,055$63.022,410,800
Jun 10, 2026
DM Individual Aggregator, LLC10 percent owner
Sale · 2 lots261,054$60.372,671,855
Jun 11, 2026
Travis Boersmadirector, 10 percent owner, officer: Executive Chairman of Board
Sale · 6 lots750,000$63.022,410,800
Jun 10, 2026
Travis Boersmadirector, 10 percent owner, officer: Executive Chairman of Board
Sale · 4 lots749,999$60.392,671,855
Jun 10, 2026
Christine Baronedirector, officer: CEO and President
Sale42,031$60.1344,573
Jun 1, 2026
DM Trust Aggregator, LLC10 percent owner
Sale291,607$58.265,492,520
May 29, 2026
DM Trust Aggregator, LLC10 percent owner
Sale197,338$58.275,784,127

House and Senate disclosures

Not reported.