19 institutions reported holding $53.9M of DUTCH BROS INC CL A (BROS) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($46.6M), ANDERSON HOAGLAND & CO ($4.0M), Gradient Investments LLC ($978,770), Avior Wealth Management, LLC ($610,313), Valeo Financial Advisors, LLC ($353,377). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $46.6M | 648,457 | Added |
| 2 | ANDERSON HOAGLAND & CO | $4.0M | 55,065 | Hold |
| 3 | Gradient Investments LLC | $978,770 | 13,630 | New |
| 4 | Avior Wealth Management, LLC | $610,313 | 8,499 | Hold |
| 5 | Valeo Financial Advisors, LLC | $353,377 | 4,921 | Added |
| 6 | TRUST POINT INC. | $269,000 | 3,746 | Trimmed |
| 7 | GP Brinson Investments LLC | $251,335 | 3,500 | Hold |
| 8 | CoreCap Advisors, LLC | $240,779 | 3,353 | Added |
| 9 | Balefire, LLC | $222,324 | 3,096 | New |
| 10 | GAMMA Investing LLC | $210,188 | 2,927 | Added |
| 11 | HARBOR INVESTMENT ADVISORY, LLC | $145,774 | 2,030 | Added |
| 12 | Cedar Mountain Advisors, LLC | $53,211 | 741 | Hold |
| 13 | CX Institutional | $23,000 | 322 | Trimmed |
| 14 | Versant Capital Management, Inc | $9,982 | 139 | Hold |
| 15 | Palouse Capital Management, Inc. | $7,181 | 100 | Hold |
| 16 | Dogwood Wealth Management LLC | $5,386 | 75 | Hold |
| 17 | MassMutual Private Wealth & Trust, FSB | $1,723 | 24 | Trimmed |
| 18 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
| 19 | Bangor Savings Bank | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30