Dutch Bros Inc.
US ˙ NYSE

SecurityBROS / Dutch Bros Inc.
InstitutionSilvercrest Asset Management Group Llc
Latest Disclosed Ownership169,551 shares
Latest Disclosed Value $ 8,589,454
Silvercrest Asset Management Group Llc reports 39.88% increase in ownership of BROS / Dutch Bros Inc.

On May 15, 2026 - Silvercrest Asset Management Group Llc filed a 13F-HR form disclosing ownership of 169,551 shares of Dutch Bros Inc. (US:BROS) valued at $8,589,454 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 121,212 shares of Dutch Bros Inc.. This represents a change in shares of 39.88% during the quarter. The current value of the position is $9,596,587 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F DUTCH BROS COM 26701L100 169,551 48,339 39.88 8,589 15.75 0.0621
2026-02-17 2025-12-31 13F DUTCH BROS COM 26701L100 121,212 179 0.15 7,421 17.15 0.0510
2025-11-14 2025-09-30 13F DUTCH BROS COM 26701L100 121,033 -3,136 -2.53 6,335 -25.39 0.0419
2025-08-14 2025-06-30 13F DUTCH BROS CL A 26701L100 124,169 -50,979 -29.11 8,489 -21.49 0.0570
2025-05-15 2025-03-31 13F DUTCH BROS CL A 26701L100 175,148 -62,446 -26.28 10,814 -13.11 0.0774
2025-02-14 2024-12-31 13F DUTCH BROS CL A 26701L100 237,594 -991 -0.42 12,445 62.87 0.0831
2024-11-14 2024-09-30 13F DUTCH BROS COM 26701L100 238,585 59,844 33.48 7,642 3.27 0.0520
2024-08-15 2024-06-30 13F/A-1 DUTCH BROS COM 26701L100 178,741 178,741 7,400 0.0508
2024-08-14 2024-06-30 13F DUTCH BROS COM 26701L100 357,482 357,482 14,800 0.0508
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.