BROS

Dutch Bros Inc-Class A
Consumer DiscretionaryUSCUSIP 26701L100◍ Confluence graph
Tracked 13F Holders
480
-139 QoQ
13F Value (tracked)
$6.5B
Insider Net · 180d
-$359.1M
1↑ 4↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)28 adding · 23 trimming
Insider net (180d)-$359.1M

Who owns BROS?

480 tracked 13F filers

480 tracked 13F filers disclose a position in BROS as of the latest SEC 13F filings, a combined $6.5B in reported value. 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
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
First observed position
No prior filed position
Q1 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$277.2M
5.5M
First observed position
No prior filed position
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
$276.6M
3.9M
+1.9%
Added · +72K sh
Q2 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
$178.4M
2.5M
−1.8%
Reduced · −47K sh
Q2 2026
14MORGAN STANLEY
$124.8M
2.5M
+44%
Added · +754K sh
Q1 2026
15WESTFIELD CAPITAL MANAGEMENT CO LP
$156.8M
2.2M
−5.6%
Reduced · −129K sh
Q2 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
19TSG Consumer Partners LP
$114.0M
1.6M
−30%
Reduced · −693K sh
Q2 2026
20NORGES BANK
$97.0M
1.6M
+16%
Added · +216K sh
Q4 2025
21Freestone Grove Partners LP
$76.2M
1.5M
+121%
Added · +823K sh
Q1 2026
22BALYASNY ASSET MANAGEMENT L.P.
$73.6M
1.5M
−41%
Reduced · −1.0M sh
Q1 2026
23JOHO CAPITAL LLC
$101.9M
1.4M
Held
Q2 2026
24AMERIPRISE FINANCIAL INC
$68.9M
1.4M
+13%
Added · +161K sh
Q1 2026
25AMERICAN CENTURY COMPANIES INC
$67.2M
1.3M
+40%
Added · +381K 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.

Is BROS being bought or sold by institutions?

Last quarter, 3 funds opened a new position in BROS and 25 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
25
funds
Reduced
23
funds
Exited
0
funds

Funds that own BROS also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN287 funds$185.1B
NVIDIA CORPNVDA283 funds$361.2B
MICROSOFT CORPMSFT283 funds$237.1B
META PLATFORMS INC-CLASS AMETA278 funds$102.2B
APPLE INCAAPL274 funds$265.2B
ALPHABET INC-CL AGOOGL270 funds$140.6B
BROADCOM INCAVGO267 funds$138.2B
ELI LILLY & COLLY266 funds$70.4B
TESLA INCTSLA264 funds$66.4B
ALPHABET INC-CL CGOOG261 funds$110.1B
JPMORGAN CHASE & COJPM258 funds$53.2B
COSTCO WHOLESALE CORPCOST258 funds$34.8B

Ranked by how many of BROS's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$205K
1 insiders
Sells · 180d
$359.3M
4 insiders
Net
-$359.1M
39 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 13, 2026Penegor Todd AllanDirectorBuy (P)2K$103K
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
Jun 11, 2026DM Individual Aggregator, LLC10% OwnerSell (S)125K$7.8M
Jun 11, 2026DM Individual Aggregator, LLC10% OwnerSell (S)121K$7.7M
Jun 11, 2026DM Individual Aggregator, LLC10% OwnerSell (S)16K$997K
Jun 11, 2026DM Trust Aggregator, LLC10% OwnerSell (S)234K$14.6M
Jun 11, 2026DM Trust Aggregator, LLC10% OwnerSell (S)226K$14.3M

Institutional ownership over time

287 funds+57 since Q3 2024
0215429Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.5B · 1 values withheld

Recent filings

15 shown

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Connected entities for BROS

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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.

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.