Titelia

Fund shareholders of Dutch Bros Inc

ISIN US26701L1008 · United States

Fund shareholders
366
Of which ETFs
71 295 other funds
Value held
≈ 4.5B $ 4.5B $ · 15.6M SEK
FundSharesValueWeight in fund
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 97,4717M $0.36 %as of Jun 30, 2026 ↗
Mid Cap Index Fund VALIC Co I 93,2375.4M $0.21 %as of May 31, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 90,7345.3M $0.21 %as of May 31, 2026 ↗
VIP Contrafund Portfolio Variable Insurance Products Fund II 88,7316.4M $0.02 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 87,3005.7M $0.37 %as of Jul 31, 2026 ↗
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 86,4005.7M $0.39 %as of Jul 31, 2026 ↗
Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios 85,7776.2M $1.63 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 85,7006.2M $0.23 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 84,0154.9M $1.06 %as of May 31, 2026 ↗
Mid Cap Index Fund Northern Funds 82,9366M $0.25 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 81,5925.9M $0.01 %as of Jun 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 79,8005.7M $0.34 %as of Jun 30, 2026 ↗
Fidelity Advisor New Insights Fund Fidelity Contrafund 79,5935.7M $0.02 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 78,5985.2M $0.01 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 75,2995M $0.01 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 74,9384.3M $0.01 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 74,7764.9M $0.01 %as of Jul 31, 2026 ↗
CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND 73,1494.8M $0.71 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 72,8775.2M $0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Strategic Growth Fund Goldman Sachs Variable Insurance Trust 72,2925.2M $1.03 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 71,3344.1M $0.23 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 70,2785M $0.01 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 69,4474.6M $0.01 %as of Jul 31, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 66,0134.3M $0.02 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 65,8884.7M $0.01 %as of Jun 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 64,4204.6M $0.24 %as of Jun 30, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 62,8424.5M $0.30 %as of Jun 30, 2026 ↗
Large-Cap Growth Portfolio PACIFIC SELECT FUND 62,1004.5M $0.31 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 61,9494.4M $0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I 59,9004.3M $0.38 %as of Jun 30, 2026 ↗
MFS New Discovery Series MFS VARIABLE INSURANCE TRUST 59,4474.3M $0.52 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 59,3404.3M $0.01 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 59,0834.2M $0.25 %as of Jun 30, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 58,7164.2M $0.25 %as of Jun 30, 2026 ↗
Buffalo Small Cap Growth Fund Buffalo Funds 58,6204.2M $0.90 %as of Jun 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 57,4454.1M $0.07 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 56,4454.1M $0.11 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 54,6413.6M $0.18 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 53,6783.9M $0.00 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 53,4963.1M $0.00 %as of May 31, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 51,8773.4M $0.20 %as of Jul 31, 2026 ↗
DWS Capital Growth VIP DEUTSCHE DWS VARIABLE SERIES I 51,2023.7M $0.38 %as of Jun 30, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 51,1273.4M $0.58 %as of Jul 31, 2026 ↗
Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust 49,4892.9M $0.01 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 49,4103.5M $0.17 %as of Jun 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 48,7803.2M $0.23 %as of Jul 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 47,8513.4M $0.01 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 47,3432.7M $0.19 %as of May 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 47,1243.1M $0.12 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 46,2503M $0.23 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 46,0563.3M $1.26 %as of Jun 30, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 46,0303.3M $0.81 %as of Jun 30, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 45,2493.2M $0.29 %as of Jun 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 44,5093.2M $0.24 %as of Jun 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 44,4303.2M $0.25 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 44,1833.2M $0.24 %as of Jun 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 43,0312.8M $0.21 %as of Jul 31, 2026 ↗
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 42,9993.1M $0.32 %as of Jun 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 41,9923M $0.24 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 41,3783M $0.10 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 41,0052.7M $0.01 %as of Jul 31, 2026 ↗
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 40,2992.9M $0.02 %as of Jun 30, 2026 ↗
Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds 40,2602.7M $0.42 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 40,1622.9M $0.11 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 39,9642.6M $0.01 %as of Jul 31, 2026 ↗
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 39,7002.3M $0.01 %as of May 31, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 39,3002.8M $0.30 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 39,1712.6M $0.27 %as of Jul 31, 2026 ↗
IMS Capital Value Fund 360 Funds 37,9802.7M $4.39 %as of Jun 30, 2026 ↗
Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust 37,8002.2M $0.14 %as of May 31, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 36,9662.4M $0.39 %as of Jul 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 35,7682.6M $0.09 %as of Jun 30, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 35,7002.6M $0.25 %as of Jun 30, 2026 ↗
Catholic Responsible Investments Small-Mid Cap Equity Fund Catholic Responsible Investments Funds 35,4402.3M $0.40 %as of Jul 31, 2026 ↗
Transamerica Mid Cap Growth TRANSAMERICA FUNDS 34,9382.3M $1.72 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 34,6652M $0.08 %as of May 31, 2026 ↗
Allspring VT Discovery SMID Cap Growth Fund Allspring VARIABLE TRUST 33,1832.4M $1.49 %as of Jun 30, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 33,0402.4M $0.36 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 32,9172.4M $0.08 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 32,6131.9M $0.25 %as of May 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 32,3422.3M $0.01 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 32,30015.6M SEK0.06 %as of Mar 31, 2026 ↗
First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 32,1592.1M $0.79 %as of Jul 31, 2026 ↗
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 31,4001.8M $0.12 %as of May 31, 2026 ↗
VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust 31,3272.2M $1.04 %as of Jun 30, 2026 ↗
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 31,0812.2M $0.59 %as of Jun 30, 2026 ↗
Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL 29,8982M $0.12 %as of Jul 31, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 29,3772.1M $0.19 %as of Jun 30, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 29,2462.1M $0.29 %as of Jun 30, 2026 ↗
Baird Small/Mid Cap Growth Fund Baird Funds Inc 28,7502.1M $2.66 %as of Jun 30, 2026 ↗
Victory RS Select Growth Fund Victory Portfolios 28,6702.1M $2.26 %as of Jun 30, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 28,3332M $0.25 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 28,1021.6M $0.01 %as of May 31, 2026 ↗
Baillie Gifford Global Alpha Equities Fund Baillie Gifford Funds 26,9481.9M $0.56 %as of Jun 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 26,7651.9M $0.23 %as of Jun 30, 2026 ↗
Penn Series Mid Cap Growth Fund Penn Series Funds Inc 26,4761.9M $1.66 %as of Jun 30, 2026 ↗
Goldman Sachs Growth Opportunities ETF Goldman Sachs ETF Trust 25,9271.5M $0.86 %as of May 31, 2026 ↗
Select Leisure Portfolio Fidelity Select Portfolios 25,3001.5M $0.31 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 24,8561.8M $0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Mid-Cap Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. 24,2581.7M $0.40 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
IMS Capital Value Fund 360 Funds 4.39 %as of Jun 30, 2026 ↗
Corgi Coffee & Energy Drinks ETF Corgi ETF Trust I 4.31 %as of Jun 30, 2026 ↗
Osterweis Opportunity Fund Professionally Managed Portfolios 2.89 %as of Jun 30, 2026 ↗
Baird Small/Mid Cap Growth Fund Baird Funds Inc 2.66 %as of Jun 30, 2026 ↗
Baird Mid Cap Growth Fund Baird Funds Inc 2.64 %as of Jun 30, 2026 ↗
Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST 2.60 %as of Jun 30, 2026 ↗
BlackRock Mid-Cap Growth Equity Portfolio BlackRock Funds 2.53 %as of May 29, 2026 ↗
Congress SMid Growth ETF Professionally Managed Portfolios 2.39 %as of Jul 31, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 2.36 %as of Jun 30, 2026 ↗
Wasatch Ultra Growth Fund WASATCH FUNDS TRUST 2.27 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3365+565,746,172+15.7 %
2026Q2360+5156,835,438+43.9 %
2026Q1309-339,506,666-0.6 %
2025Q4312-3139,731,037+1.1 %
2025Q3343+2539,284,923+17.7 %
2025Q2318+4033,369,741-10.5 %
2025Q1278+4237,300,140+0.7 %
2024Q4236+4937,027,062+15.3 %
2024Q3187+7332,124,962+52.5 %
2024Q2114+2321,061,369+49.6 %
2024Q191+514,073,928+11.1 %
2023Q48612,664,672

Institutional managers

496 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.13,878,127703.1M $as of Mar 31, 2026
FMR LLC9,566,397484.6M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/7,632,450386.7K $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.4,630,066234.6K $as of Mar 31, 2026
UBS Group AG4,025,628203.9M $as of Mar 31, 2026
STATE STREET CORP3,779,507191.5M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC3,233,829163.8M $as of Mar 31, 2026
BAILLIE GIFFORD & CO2,994,211151.7M $as of Mar 31, 2026
Point72 Asset Management, L.P.2,777,241140.7M $as of Mar 31, 2026
MARSHALL WACE, LLP2,593,857131.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,530,129128.2M $as of Mar 31, 2026
MORGAN STANLEY2,463,600124.8M $as of Mar 31, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP2,313,357117.2M $as of Mar 31, 2026
TSG Consumer Partners LP2,279,846115.5M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP2,239,807113.5M $as of Mar 31, 2026
CITADEL ADVISORS LLC2,006,953101.7M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,814,81591.9M $as of Mar 31, 2026
Invesco Ltd.1,706,73686.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,691,16285.7M $as of Mar 31, 2026
Freestone Grove Partners LP1,504,39276.2M $as of Mar 31, 2026
Balyasny Asset Management L.P.1,452,51473.6M $as of Mar 31, 2026
JOHO CAPITAL LLC1,418,39471.9M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC1,360,84668.9M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,327,37467.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,211,94461.4M $as of Mar 31, 2026

Declared shareholders of Dutch Bros Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
FMR LLC and 1 other12.20 %16,724,132as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Dutch Bros Inc". https://titelia.com/en/stocks/dutch-bros-inc-US26701L1008