BROS — Dutch Bros Inc Institutional Holders · Q3 2026

Name: Who Owns BROS? 23 Institutions Hold $25.4M (Q3 2026)
Creator: ko.io

Who owns Dutch Bros Inc (BROS)? 23 institutions reported holding $25.43M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($23.4M), Gradient Investments LLC ($592,180), Wedmont Private Capital ($385,468).

Rank	Institution	Value	Shares	Change
1	CONGRESS ASSET MANAGEMENT CO	$23.4M	607,886	Trimmed
2	Gradient Investments LLC	$592,180	15,357	Added
3	Wedmont Private Capital	$385,468	9,690	Added
4	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$300,421	7,791	Trimmed
5	WoodTrust Financial Corp	$270,000	7,000	Hold
6	Farther Finance Advisors, LLC	$206,103	5,345	Trimmed
7	GAMMA Investing LLC	$57,763	1,498	Trimmed
8	GK Wealth Management LLC	$55,603	1,442	New
9	CoreCap Advisors, LLC	$54,177	1,405	Trimmed
10	Versant Capital Management, Inc	$19,049	494	Added
11	CX Institutional	$18,000	462	Added
12	BURKETT FINANCIAL SERVICES, LLC	$10,488	272	New
13	Bangor Savings Bank	$9,679	251	New
14	Rosenberg Matthew Hamilton	$7,789	202	Hold
15	Bullock Wealth Management Group	$965	25	New
16	MassMutual Private Wealth & Trust, FSB	$463	12	Trimmed
17	Planning Strategies Inc.	$154	4	Trimmed
18	Marquette Asset Management, LLC	$0	0	Exited
19	Valeo Financial Advisors, LLC	$0	0	Exited
20	Balefire, LLC	$0	0	Exited
21	GP Brinson Investments LLC	$0	0	Exited
22	CAMELOT TECHNOLOGY ADVISORS, INC.	$0	0	Exited
23	Gerald Baker Financial Group LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30