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Dutch Bros

US · BROS #1818 by market cap Listed 2021
38.18 -0.88 -2.25%
Live - 5344 symbols - heartbeat 464s ago · 2026-10-08 07:36
Pre-market 38.05 -0.34%
After-hours 38.38 +0.51%
Overnight 38.05 -0.34%
Market cap
5.27B
P/B
6.60
EPS
0.64
Reader sentiment Are you bullish or bearish on BROS?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Distributing
  • The number of reporting institutions decreased by 2 in the most recent period (2026/Q3).
  • Total institutional ownership fell 0.3 percentage points.

Institutional ownership

Held by institutions
95.12% -0.26pp
Institutions
639 -2
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund78.16%
Hedge Fund7.02%
Individual/Insider5.56%
Public Company4.25%
Private Company2.88%
Government Pension Fund1.44%
Sovereign Wealth Fund0.74%
Family Office/Trust0.41%
Insurance Company0.13%

Top holders as of 2026-06-30

FMR 12.06% · 16.63M sh
BlackRock 10.63% · 14.66M sh
T. Rowe Price Group, Inc. 10.05% · 13.86M sh
Travis Boersma 5.02% · 6.93M sh
Vanguard Capital Management, LLC 5.00% · 6.90M sh
Vanguard Portfolio Management, LLC 4.31% · 5.94M sh
State Street Global Advisors 2.79% · 3.85M sh
Wellington Management Group 2.24% · 3.09M sh
Baillie Gifford 1.99% · 2.74M sh
Geode Capital Management, LLC 1.80% · 2.48M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 27 buys · 23 sells

NameRoleStake
Travis Boersma Chairperson 5.02%
Charles Jemley Chief Financial Officer 0.37%
Christine Barone President 0.03%
Joshua Guenser Chief Financial Officer 0.02%
Victoria Tullett Chief Legal Officer 0.02%
Tana Davila Chief Marketing Officer 0.02%
Stephen Gillett Independent Director 0.01%
Thomas Davis Director 0.01%
Kathryn George Director 0.01%
Ann Miller Independent Director 0.01%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-08-19 Gerard Hart Independent Director Derivative Exercise and Retained +775 --
2026-08-19 Stephen Gillett Independent Director Derivative Exercise and Retained +775 --
2026-08-19 Todd Penegor Independent Director Derivative Exercise and Retained +775 --
2026-08-19 Scott Maw Independent Director Derivative Exercise and Retained +775 --
2026-08-19 C. Cone Director Derivative Exercise and Retained +775 --
2026-08-19 Ann Miller Independent Director Derivative Exercise and Retained +775 --
2026-08-19 Kory Marchisotto Independent Director Derivative Exercise and Retained +775 --
2026-08-12 Todd Penegor Independent Director Open Market Acquisition +2,000 $51.56
2026-06-30 Tana Davila Chief Marketing Officer Derivative Exercise and Sale -6,045 $73.31
2026-06-30 Tana Davila Chief Marketing Officer Derivative Exercise and Retained +8,397 --
2026-06-10 Travis Boersma Chairperson Automatic Disposition -977,890 $60.35–64.10
2026-06-10 Travis Boersma Chairperson Open Market Disposition -522,109 $60.34–64.10
2026-06-10 Travis Boersma Chairperson Intent to Sell (Form 144) -488,945 $60.28
2026-06-10 Travis Boersma Chairperson Intent to Sell (Form 144) -261,055 $60.28
2026-06-09 Christine Barone President Automatic Disposition -42,031 $60.13
2026-06-09 Travis Boersma Chairperson Intent to Sell (Form 144) -488,945 $57.79
2026-06-09 Travis Boersma Chairperson Intent to Sell (Form 144) -261,054 $57.79
2026-05-31 Travis Boersma Chairperson Automatic Disposition -488,945 $58.26–58.27
2026-05-31 Travis Boersma Chairperson Open Market Disposition -261,054 $58.26–58.27
2026-05-31 Travis Boersma Chairperson Intent to Sell (Form 144) -291,607 $58.00

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 07:36:15 · For reference only, not investment advice and not tailored to your situation.