Guru Ownership Trend
Guru Analysis for Dutch Bros Inc. (BROS)
Dutch Bros Inc. (BROS), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $145.6 M.
Top institutional holders include Steven Cohen and Ray Dalio.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $74.36 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 137.0%. Conversely, Cliff Asness reduced exposure by 56.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Dutch Bros Inc. (BROS)
Major holders include Steven Cohen ($140.7 M), Ray Dalio ($368,602), Cliff Asness ($242,313). According to the latest reported data, 4 tracked investment managers collectively hold approximately 2.79 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $74.36 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited BROS. The total reported sell value was $7.31 M.
Yes, 1 managers opened new positions in BROS, and 2 increased their existing holdings. The total reported buy value was $81.67 M.