BROS

Dutch Bros Inc-Class A$65.35 2.33%
Consumer DiscretionaryUSCUSIP 26701L100· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
338
+5 QoQ
13F Value (tracked)
$6.0B
Insider Net · 180d
-$359.2M
1↑ 4↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)30 adding · 19 trimming
Insider net (180d)-$359.2M

Price & smart-money activity

$65.35 2.33%5Y +78.2%
$18.34$36.24$54.13$72.03$89.932021202220232024202520263419225037135153318222162119632192424235331182946156953295270304270451265561009754489682361029032125731039737167
Hover for who · click for detailEnd-of-day closing prices52w $46.69 – $74.24
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Ask your agent what changed in BROS

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BROS/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BROS.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

338 tracked 13F filers
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$703.1M
13.9M
+90%
Added · +6.6M sh
Q1 2026
2FMR LLC
$484.6M
9.6M
+33%
Added · +2.4M sh
Q1 2026
3PRICE T ROWE ASSOCIATES INC /MD/
$386.7M
7.6M
+170%
Added · +4.8M sh
Q1 2026
4VANGUARD CAPITAL MANAGEMENT LLC
$288.3M
5.7M
New
+5.7M sh
Q1 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$277.2M
5.5M
New
+5.5M sh
Q1 2026
6T. Rowe Price Investment Management, Inc.
Withheld
4.6M
+144%
Added · +2.7M sh
Q1 2026
7UBS Group AG
$203.9M
4.0M
+34%
Added · +1.0M sh
Q1 2026
8STATE STREET CORP
$191.5M
3.8M
+87%
Added · +1.8M sh
Q1 2026
9MILLENNIUM MANAGEMENT LLC
$163.8M
3.2M
+15%
Added · +410K sh
Q1 2026
10BAILLIE GIFFORD & CO
$151.7M
3.0M
−7.3%
Reduced · −236K sh
Q1 2026
11Point72 Asset Management, L.P.
$140.7M
2.8M
+137%
Added · +1.6M sh
Q1 2026
12MARSHALL WACE, LLP
$131.4M
2.6M
−16%
Reduced · −504K sh
Q1 2026
13GEODE CAPITAL MANAGEMENT, LLC
$128.2M
2.5M
+12%
Added · +265K sh
Q1 2026
14MORGAN STANLEY
$124.8M
2.5M
+44%
Added · +754K sh
Q1 2026
15WESTFIELD CAPITAL MANAGEMENT CO LP
$117.2M
2.3M
+30%
Added · +534K sh
Q1 2026
16CITADEL ADVISORS LLC
$101.7M
2.0M
+222%
Added · +1.4M sh
Q1 2026
17BANK OF AMERICA CORP /DE/
$91.9M
1.8M
+33%
Added · +454K sh
Q1 2026
18GOLDMAN SACHS GROUP INC
$85.7M
1.7M
+31%
Added · +397K sh
Q1 2026
19NORGES BANK
$97.0M
1.6M
+16%
Added · +216K sh
Q4 2025
20Freestone Grove Partners LP
$76.2M
1.5M
+121%
Added · +823K sh
Q1 2026
21BALYASNY ASSET MANAGEMENT L.P.
$73.6M
1.5M
−41%
Reduced · −1.0M sh
Q1 2026
22JOHO CAPITAL LLC
$71.9M
1.4M
Held
Q1 2026
23AMERIPRISE FINANCIAL INC
$68.9M
1.4M
+13%
Added · +161K sh
Q1 2026
24AMERICAN CENTURY COMPANIES INC
$67.2M
1.3M
+40%
Added · +381K sh
Q1 2026
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$61.4M
1.2M
+3.4%
Added · +40K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
5
funds
Added
25
funds
Reduced
19
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$102K
1 insiders
Sells · 180d
$359.3M
4 insiders
Net
-$359.2M
38 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jul 1, 2026DAVILA TANAChief Marketing OfficerOption exercise (M)9K
Jul 1, 2026DAVILA TANAChief Marketing OfficerTax withholding (F)4K$270K
Jul 1, 2026DAVILA TANAChief Marketing OfficerOption exercise (M)6K
Jul 1, 2026DAVILA TANAChief Marketing OfficerTax withholding (F)2K$174K
Jul 1, 2026DAVILA TANAChief Marketing OfficerOption exercise (M)9K$0
Jul 1, 2026DAVILA TANAChief Marketing OfficerOption exercise (M)6K$0
Jun 11, 2026Boersma TravisExecutive Chairman of Board, Director, 10% OwnerSell (S)234K$14.6M
Jun 11, 2026Boersma TravisExecutive Chairman of Board, Director, 10% OwnerSell (S)226K$14.3M
Jun 11, 2026Boersma TravisExecutive Chairman of Board, Director, 10% OwnerSell (S)29K$1.9M
Jun 11, 2026Boersma TravisExecutive Chairman of Board, Director, 10% OwnerSell (S)125K$7.8M
Jun 11, 2026Boersma TravisExecutive Chairman of Board, Director, 10% OwnerSell (S)121K$7.7M
Jun 11, 2026Boersma TravisExecutive Chairman of Board, Director, 10% OwnerSell (S)16K$997K

Institutional ownership over time

334 funds+136 since Q3 2024
0167334Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $5.9B · 1 values withheld

Funds that own BROS also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN162 funds$48.9B
MICROSOFT CORPMSFT161 funds$57.2B
NVIDIA CORPNVDA160 funds$84.2B
ALPHABET INC-CL AGOOGL160 funds$36.1B
APPLE INCAAPL158 funds$69.8B
META PLATFORMS INC-CLASS AMETA158 funds$24.8B
BROADCOM INCAVGO156 funds$29.8B
ELI LILLY & COLLY156 funds$15.1B
VISA INC-CLASS A SHARESV156 funds$12.8B
COSTCO WHOLESALE CORPCOST156 funds$10.6B
APPLIED MATERIALS INCAMAT156 funds$7.6B
TESLA INCTSLA155 funds$18.0B

Ranked by how many of BROS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

15 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BROS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.