BROS Institutional Ownership
Dutch Bros Inc.
1W: -1.9%
1M: +10.9%
3M: -35.0%
YTD: -32.4%
1Y: -26.4%
3Y: +65.5%
5Y: -26.7%
$41.64
-0.38 (-0.90%)
After Hours: $41.62 (-0.02, -0.04%)
Weekly Expected Move ±5.7%
$37
$39
$42
$44
$46
Credit Risk of going bust: lower than 74% of companies Debt: 13.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.12 (down 99.7%), Dutch Bros Inc. would be worth roughly what it owes.
Total debt $1.21B against a stock market value of $7.89B.
Distance to default 8.38 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $101.2M (short-term plus half of long-term), stock volatility 51.7%; Altman Z'' 1.01. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.12 (down 99.7%), Dutch Bros Inc. would be worth roughly what it owes.
Total debt $1.21B against a stock market value of $7.89B.
Distance to default 8.38 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $101.2M (short-term plus half of long-term), stock volatility 51.7%; Altman Z'' 1.01. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — BROS
624
Institutional Holders
+28 vs prior quarter
0.0%
Ownership
+0.00pp
$8B
Total Invested
120
New Positions
174
Increased
228
Reduced
61
Closed
0.76
Put/Call Ratio
Ownership Trends
Top Institutional Holders (685 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 16,724,132 | $703M | +7,157,735 | +74.8% | 20Q | SEC ↗ |
| 2 | BlackRock, Inc. | 14,662,985 | $616M | +784,858 | +5.7% | 8Q | SEC ↗ |
| 3 | PRICE T ROWE ASSOCIATES INC /MD | 9,593,935 | $403M | +1,961,485 | +25.7% | 14Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 6,066,585 | $255M | +376,484 | +6.6% | 2Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5,938,536 | $250M | +466,063 | +8.5% | 2Q | SEC ↗ |
| 6 | T. Rowe Price Investment Management, I | 4,265,542 | $179M | -364,524 | -7.9% | 17Q | SEC ↗ |
| 7 | STATE STREET CORP | 3,851,321 | $162M | +71,814 | +1.9% | 19Q | SEC ↗ |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 3,090,882 | $130M | +851,075 | +38.0% | 9Q | SEC ↗ |
| 9 | BAILLIE GIFFORD & CO | 2,738,885 | $115M | -255,326 | -8.5% | 8Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2,483,555 | $104M | -46,574 | -1.8% | 19Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 2,210,958 | $93M | +204,005 | +10.2% | 16Q | SEC ↗ |
| 12 | WESTFIELD CAPITAL MANAGEMENT CO LP | 2,184,001 | $92M | -129,356 | -5.6% | 3Q | SEC ↗ |
| 13 | 1832 Asset Management L.P. | 2,011,800 | $85M | +981,500 | +95.3% | 9Q | SEC ↗ |
| 14 | GOLDMAN SACHS GROUP INC | 1,990,163 | $84M | +299,001 | +17.7% | 15Q | SEC ↗ |
| 15 | MORGAN STANLEY | 1,887,011 | $79M | -576,589 | -23.4% | 20Q | SEC ↗ |
| 16 | AMERICAN CENTURY COMPANIES INC | 1,716,097 | $72M | +388,723 | +29.3% | 15Q | SEC ↗ |
| 17 | BANK OF AMERICA CORP /DE | 1,603,022 | $67M | -211,793 | -11.7% | 15Q | SEC ↗ |
| 18 | TSG Consumer Partners LP | 1,587,292 | $67M | -692,554 | -30.4% | 19Q | SEC ↗ |
| 19 | MARSHALL WACE, LLP | 1,459,562 | $61M | -1,134,295 | -43.7% | 13Q | SEC ↗ |
| 20 | JOHO CAPITAL LLC | 1,418,394 | $60M | — | +0.0% | 12Q | SEC ↗ |
| 21 | DIMENSIONAL FUND ADVISORS LP | 1,259,865 | $53M | +55,539 | +4.6% | 16Q | SEC ↗ |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,206,398 | $51M | -5,546 | -0.5% | 15Q | SEC ↗ |
| 23 | Sixth Street Partners Management Compa NEW | 1,206,398 | $51M | — | +0.0% | 1Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC | 1,186,470 | $50M | +944,854 | +391.1% | 6Q | SEC ↗ |
| 25 | UBS Group AG | 1,135,138 | $48M | -2,890,490 | -71.8% | 20Q | SEC ↗ |
| 26 | Driehaus Capital Management LLC NEW | 1,109,974 | $47M | — | +0.0% | 1Q | SEC ↗ |
| 27 | AMERIPRISE FINANCIAL INC | 1,092,220 | $46M | -268,626 | -19.7% | 16Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 1,083,514 | $46M | +38,969 | +3.7% | 20Q | SEC ↗ |
| 29 | VOYA INVESTMENT MANAGEMENT LLC | 1,072,578 | $45M | -21,025 | -1.9% | 10Q | SEC ↗ |
| 30 | WASATCH ADVISORS LP | 1,038,903 | $44M | +157,098 | +17.8% | 10Q | SEC ↗ |
| 31 | NORGES BANK NEW | 1,027,033 | $43M | — | +0.0% | 1Q | SEC ↗ |
| 32 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 999,925 | $42M | -21,189 | -2.1% | 3Q | SEC ↗ |
| 33 | NORTHERN TRUST CORP | 963,042 | $40M | -9,447 | -1.0% | 19Q | SEC ↗ |
| 34 | Stephens Investment Management Group L | 934,504 | $39M | +601,447 | +180.6% | 5Q | SEC ↗ |
| 35 | Squarepoint Ops LLC | 881,257 | $37M | -54,476 | -5.8% | 14Q | SEC ↗ |
| 36 | RAYMOND JAMES FINANCIAL INC | 874,086 | $37M | -107,181 | -10.9% | 7Q | SEC ↗ |
| 37 | Clearbridge Investments, LLC | 871,582 | $37M | +12,167 | +1.4% | 20Q | SEC ↗ |
| 38 | VANGUARD FIDUCIARY TRUST CO | 829,201 | $35M | +22,855 | +2.8% | 2Q | SEC ↗ |
| 39 | CANADA PENSION PLAN INVESTMENT BOARD | 664,039 | $28M | -87,963 | -11.7% | 10Q | SEC ↗ |
| 40 | OBERWEIS ASSET MANAGEMENT INC | 656,093 | $28M | +57,600 | +9.6% | 9Q | SEC ↗ |
| 41 | CONGRESS ASSET MANAGEMENT CO | 648,457 | $27M | +431,342 | +198.7% | 4Q | SEC ↗ |
| 42 | Danica Pension, Livsforsikringsaktiese | 618,516 | $26M | -44,122 | -6.7% | 2Q | SEC ↗ |
| 43 | Hyperion Asset Management Ltd NEW | 598,044 | $25M | — | +0.0% | 1Q | SEC ↗ |
| 44 | LPL Financial LLC | 596,446 | $25M | +21,023 | +3.7% | 17Q | SEC ↗ |
| 45 | Freestone Grove Partners LP | 579,389 | $24M | -925,003 | -61.5% | 4Q | SEC ↗ |
| 46 | Invesco Ltd. | 528,431 | $22M | -1,178,305 | -69.0% | 9Q | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 524,569 | $22M | +35,925 | +7.4% | 20Q | SEC ↗ |
| 48 | ROYAL BANK OF CANADA | 503,315 | $21M | +60,761 | +13.7% | 20Q | SEC ↗ |
| 49 | Curated Wealth Partners LLC NEW | 500,000 | $21M | — | +0.0% | 1Q | SEC ↗ |
| 50 | FEDERATED HERMES, INC. | 492,783 | $21M | -117,315 | -19.2% | 20Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,206,398 | $51M |
| Driehaus Capital Management LLC | 1,109,974 | $47M |
| NORGES BANK | 1,027,033 | $43M |
| Hyperion Asset Management Ltd | 598,044 | $25M |
| Curated Wealth Partners LLC | 500,000 | $21M |
| HRT FINANCIAL LP | 419,037 | $18M |
| CIBC Bancorp USA Inc. | 272,061 | $11M |
| OSTERWEIS CAPITAL MANAGEMENT INC | 201,610 | $8M |
| KEYSTONE INVESTORS PTE LTD | 197,848 | $8M |
| Jump Financial, LLC | 176,981 | $7M |
| Aquatic Capital Management LLC | 140,765 | $6M |
| Mediolanum International Funds Ltd | 138,116 | $6M |
| AustralianSuper Pty Ltd | 103,500 | $4M |
| TUDOR INVESTMENT CORP ET AL | 83,324 | $4M |
| Y-Intercept (Hong Kong) Ltd | 67,826 | $3M |
| DILLON & ASSOCIATES INC | 61,521 | $3M |
| Quantbot Technologies LP | 60,795 | $3M |
| ExodusPoint Capital Management, LP | 58,312 | $2M |
| Jupiter Topco LLC | 53,816 | $2M |
| Fieldview Capital Management, LLC | 38,750 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ninety One UK Ltd | 2,625,483 | $110M |
| Alyeska Investment Group, L.P. | 1,860,182 | $78M |
| Qube Research & Technologies Ltd | 829,354 | $35M |
| MANE GLOBAL CAPITAL MANAGEMENT LP | 750,890 | $32M |
| Holocene Advisors, LP | 583,237 | $25M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 476,859 | $20M |
| Aperture Investors, LLC | 434,462 | $18M |
| Assenagon Asset Management S.A. | 321,910 | $14M |
| Fenimore Asset Management Inc | 312,111 | $13M |
| Delta Global Management LP | 265,781 | $11M |
| Waratah Capital Advisors Ltd. | 262,741 | $11M |
| LORD, ABBETT & CO. LLC | 247,203 | $10M |
| Synergy Asset Management, LLC | 223,067 | $9M |
| DEEPWATER ASSET MANAGEMENT, LLC | 179,106 | $8M |
| DARK FOREST CAPITAL MANAGEMENT LP | 162,584 | $7M |
| Jain Global LLC | 162,464 | $7M |
| LMR Partners LLP | 152,000 | $6M |
| Benchstone Capital Management LP | 134,584 | $6M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 96,007 | $4M |
| Ninety One SA (Pty) Ltd | 87,790 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +7,157,735 | +74.8% | 16,724,132 |
| PRICE T ROWE ASSOCIATES INC /MD | +1,961,485 | +25.7% | 9,593,935 |
| 1832 Asset Management L.P. | +981,500 | +95.3% | 2,011,800 |
| JANE STREET GROUP, LLC | +944,854 | +391.1% | 1,186,470 |
| WELLINGTON MANAGEMENT GROUP LLP | +851,075 | +38.0% | 3,090,882 |
| BlackRock, Inc. | +784,858 | +5.7% | 14,662,985 |
| Stephens Investment Management Grou | +601,447 | +180.6% | 934,504 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +466,063 | +8.5% | 5,938,536 |
| CONGRESS ASSET MANAGEMENT CO | +431,342 | +198.7% | 648,457 |
| AMERICAN CENTURY COMPANIES INC | +388,723 | +29.3% | 1,716,097 |
| VANGUARD CAPITAL MANAGEMENT LLC | +376,484 | +6.6% | 6,066,585 |
| GOLDMAN SACHS GROUP INC | +299,001 | +17.7% | 1,990,163 |
| Trexquant Investment LP | +270,173 | +2632.2% | 280,437 |
| DEUTSCHE BANK AG | +220,291 | +1983.2% | 231,399 |
| BNP PARIBAS FINANCIAL MARKETS | +213,441 | +128.3% | 379,740 |
| CITADEL ADVISORS LLC | +204,005 | +10.2% | 2,210,958 |
| WELLS FARGO & COMPANY/MN | +158,045 | +86.3% | 341,153 |
| WASATCH ADVISORS LP | +157,098 | +17.8% | 1,038,903 |
| OSAIC HOLDINGS, INC. | +82,216 | +72.8% | 195,146 |
| Universal- Beteiligungs- und Servic | +79,533 | +208.6% | 117,660 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | -3,156,378 | -97.6% | 77,451 |
| UBS Group AG | -2,890,490 | -71.8% | 1,135,138 |
| Point72 Asset Management, L.P. | -2,448,696 | -88.2% | 328,545 |
| Balyasny Asset Management L.P. | -1,322,485 | -91.0% | 130,029 |
| FULLER & THALER ASSET MANAGEMENT, I | -1,180,958 | -99.7% | 3,396 |
| Invesco Ltd. | -1,178,305 | -69.0% | 528,431 |
| MARSHALL WACE, LLP | -1,134,295 | -43.7% | 1,459,562 |
| Woodline Partners LP | -1,054,970 | -95.4% | 50,513 |
| Freestone Grove Partners LP | -925,003 | -61.5% | 579,389 |
| CITIGROUP INC | -728,816 | -89.5% | 85,852 |
| TSG Consumer Partners LP | -692,554 | -30.4% | 1,587,292 |
| MORGAN STANLEY | -576,589 | -23.4% | 1,887,011 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -494,091 | -67.9% | 233,181 |
| T. Rowe Price Investment Management | -364,524 | -7.9% | 4,265,542 |
| Allspring Global Investments Holdin | -290,443 | -37.6% | 481,250 |
| AMERIPRISE FINANCIAL INC | -268,626 | -19.7% | 1,092,220 |
| BAILLIE GIFFORD & CO | -255,326 | -8.5% | 2,738,885 |
| Engineers Gate Manager LP | -231,332 | -68.9% | 104,374 |
| BANK OF AMERICA CORP /DE | -211,793 | -11.7% | 1,603,022 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | -210,906 | -94.6% | 11,977 |