Dutch Bros Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 10.03 M | $321.31 M | 18.84% | 8.81% |
| BAILLIE GIFFORD & CO | 11/05/2024 | 7.01 M | $224.46 M | 100.00% | 6.16% |
| TSG CONSUMER PARTNERS LP | 11/13/2024 | 5.22 M | $167.13 M | 0.00% | 4.58% |
| MARSHALL WACE, LLP | 11/14/2024 | 4.91 M | $157.41 M | 24.03% | 4.32% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 4.59 M | $147.05 M | 100.00% | 4.03% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 4.49 M | $143.83 M | 88.46% | 3.95% |
| WASATCH ADVISORS LP | 11/14/2024 | 4.13 M | $132.23 M | 232.13% | 3.63% |
| FMR LLC | 11/13/2024 | 3.29 M | $105.35 M | -33.59% | 2.89% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 3.00 M | $96.25 M | -17.00% | 2.64% |
| CITADEL ADVISORS LLC | 11/14/2024 | 2.63 M | $84.24 M | -32.63% | 2.31% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 2.48 M | $79.35 M | -29.00% | 2.18% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 2.11 M | $67.71 M | -0.10% | 1.86% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 2.09 M | $67.01 M | 31.00% | 1.84% |
| EAGLE ASSET MANAGEMENT INC | 11/12/2024 | 2.02 M | $95.32 M | 58.01% | 1.78% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 1.98 M | $63.53 M | 135.71% | 1.74% |
| JOHO CAPITAL LLC | 11/14/2024 | 1.92 M | $61.48 M | 40.67% | 1.69% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.77 M | $56.81 M | 28.92% | 1.56% |
| STATE STREET CORP | 11/14/2024 | 1.73 M | $55.56 M | 34.76% | 1.52% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 11/14/2024 | 1.65 M | $52.97 M | -26.34% | 1.45% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 1.56 M | $50.01 M | 11.37% | 1.37% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 1.21 M | $38.61 M | 125.47% | 1.06% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 1.20 M | $38.43 M | -13.52% | 1.05% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.18 M | $37.81 M | 9.16% | 1.04% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 1.17 M | $37.50 M | -4.24% | 1.03% |
| MAN GROUP PLC | 11/14/2024 | 1.17 M | $37.38 M | 956.12% | 1.03% |
| INVESCO LTD. | 11/12/2024 | 1.16 M | $37.30 M | 793.22% | 1.02% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 974,845 | $31.22 M | 0.39% | 0.86% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 965,099 | $30.91 M | 15.01% | 0.85% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 867,653 | $27.79 M | 3.64% | 0.76% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2024 | 784,147 | $25.12 M | -31.66% | 0.69% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 733,854 | $23.51 M | 270.32% | 0.64% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 687,527 | $22.02 M | 35.90% | 0.60% |
| MORGAN STANLEY | 11/14/2024 | 647,179 | $20.73 M | -55.50% | 0.57% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 11/12/2024 | 627,085 | $20.09 M | 2.71% | 0.55% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 613,789 | $19.66 M | 297.02% | 0.54% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 611,832 | $19.60 M | 546.77% | 0.54% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 584,393 | $18.72 M | 100.00% | 0.51% |
| CITADEL ADVISORS LLC | 11/14/2024 | 565,600 | $18.12 M | 6.50% | 0.50% |
| WOODLINE PARTNERS LP | 11/14/2024 | 556,114 | $17.81 M | 64.63% | 0.49% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 544,682 | $17.45 M | -66.41% | 0.48% |
| VERITION FUND MANAGEMENT LLC | 11/14/2024 | 511,984 | $16.40 M | 100.00% | 0.45% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 11/12/2024 | 484,181 | $15.51 M | 100.00% | 0.43% |
| TWIN TREE MANAGEMENT, LP | 11/13/2024 | 458,600 | $14.69 M | 24.11% | 0.40% |
| FENIMORE ASSET MANAGEMENT INC | 11/14/2024 | 436,978 | $14.00 M | 0.99% | 0.38% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 429,096 | $13.74 M | 114.20% | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 415,100 | $13.30 M | -24.14% | 0.36% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/14/2024 | 397,200 | $12.72 M | 106.66% | 0.35% |
| CANDLESTICK CAPITAL MANAGEMENT LP | 11/14/2024 | 387,386 | $12.41 M | -74.77% | 0.34% |
| WARATAH CAPITAL ADVISORS LTD. | 11/12/2024 | 379,360 | $12.15 M | -81.60% | 0.33% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 377,400 | $12.09 M | 144.91% | 0.33% |
Dutch Bros Inc.institutional Ownership - FAQ's
During the previous two years, 420 institutional investors and hedge funds held shares of Dutch Bros Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 10.03 M
BAILLIE GIFFORD & CO: 7.01 M
TSG Consumer Partners LP: 5.22 M
MARSHALL WACE, LLP: 4.91 M
BlackRock Funding, Inc. /DE: 4.59 M
D. E. Shaw & Co., Inc.: 4.49 M
90.11% of Dutch Bros Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 106.25 M shares in the last 24 months. This purchase volume represents approximately $5.82 B in transactions.