DUTCH BROS INC-CLASS A (BROS) Institutional Ownership Changes & 13F Activity

DUTCH BROS INC-CLASS A (BROS) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, Joho Capital, and Polen Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Sequoia Financial AdvisorsBuy4,1264,126$252,594
Q3 2025Renaissance Technologies LLCSell-531,000506,100$26,489,274
Q3 2025Joho CapitalSell-336,3951,418,394$74,238,742
Q2 2025Renaissance Technologies LLCSell-265,2001,037,100$70,906,527
Q2 2025Joho CapitalSell-164,7251,754,789$119,974,924
Q2 2025Polen Capital ManagementSell-53,46114,663$1,002,509
Q1 2025Renaissance Technologies LLCSell-122,8001,302,300$80,404,002
Q1 2025Polen Capital ManagementSell-36,89968,124$4,205,948
Q4 2024Renaissance Technologies LLCBuy225,3001,425,100$74,646,738
Q4 2024Polen Capital ManagementBuy60,782105,023$5,501,118
Q3 2024Joho CapitalBuy555,0001,919,514$61,482,033
Q3 2024Renaissance Technologies LLCSell-187,5171,199,800$38,429,594
Q3 2024Polen Capital ManagementBuy44,24144,241$1,417,038
Q2 2024Renaissance Technologies LLCBuy1,387,3171,387,317$57,434,924
Q1 2024Joho CapitalBuy1,106,5111,364,514$45,028,962
Q4 2023Joho CapitalBuy3,200258,003$8,170,955
Q3 2023Joho CapitalSell-102,000254,803$5,924,170
Q1 2023Joho CapitalBuy356,803356,803$11,285,679

Frequently asked questions about BROS activity

  • Which institutional owners are buying BROS?

    Institutional owners buying BROS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BROS activity?

    "Buy" means an investor increased their reported position in BROS compared to the prior reporting period. This reflects growing exposure to DUTCH BROS INC-CLASS A (BROS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BROS increasing?

    Institutional interest in BROS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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