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Dutch Bros Inc.

BROS Consumer Discretionary
$38.67 +$0.06 (0.16%)
Market Cap: $7.29 B
Gurus Holding
6
Popularity Rank
#1560
% of Shares Held
0.25%
Net Activity (Q2 2026)
-$167.29 M

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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $17.94 M.

Top institutional holders include Steven Cohen and Paul Tudor Jones.

Institutional sentiment is currently Bearish. This is evidenced by a $167.29 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 491.8%. Conversely, Steven Cohen reduced exposure by 88.2%.

Key Holders

Top 5 by Value

$23.59 M
$2.07 M
$756,231
$466,550

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$8.61 M
Total Buy Value
New Buys 2
Additions 2
-$175.9 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
4

FAQs for Dutch Bros Inc. (BROS)

Major holders include Steven Cohen ($23.59 M), Paul Tudor Jones ($5.98 M), Cliff Asness ($2.07 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 464,025 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $167.29 M, with 4 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited BROS. The total reported sell value was $175.9 M.

Yes, 2 managers opened new positions in BROS, and 2 increased their existing holdings. The total reported buy value was $8.61 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Reduce -88.2% 328,545 $23.59 M Q2 2026
0.01% New Buy 83,324 $5.98 M Q2 2026
0.00% Add 491.8% 28,852 $2.07 M Q2 2026
0.00% New Buy 10,531 $756,231 Q2 2026
0.00% Reduce -10.7% 6,497 $466,550 Q2 2026
0.00% Add 49.1% 6,276 $450,742 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form