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Black Rock Coffee BAR Inc (BRCB)

CUSIP: 092244102 | NYSE | Consumer Cyclical · Restaurants | Micro Cap | 174 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABank of New York Mellon Corp
with MBC Investments Corp, BNY Mellon IHC, LLC, Newton Investment Management North America, LLC, +1 more
2,977,71913.8%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AMorgan Stanley
with Morgan Stanley Investment Management Inc.

Institutional Holders — Q3 2026

Bank of New York Mellon Corp3,249,512
0.0% of portfolio›$23.2M
Cynosure Group, LLC2,035,904
2.1% of portfolio›$14.5M
Wasatch Advisors LP1,354,088
0.1% of portfolio›$9.7M
Geode Capital Management, LLC513,820
0.0% of portfolio›$3.7M
CWC Advisors, Llc.115,935
0.4% of portfolio›$826.6K
Russell Investments Group, Ltd.84,329
0.0% of portfolio›$601.3K
Alkeme Wealth, LLC30,000
0.1% of portfolio›$213.9K
Barclays PLC19,879
0.0% of portfolio›$141.7K
Range Financial Group LLC18,812
0.0% of portfolio›$134.1K
Deutsche Bank Ag\16,842
0.0% of portfolio›$120.1K
Citigroup Inc2,193
0.0% of portfolio›$15.6K
Simplex Trading, LLC2,167
0.0% of portfolio›$15.5K
Farther Finance Advisors, LLC728
0.0% of portfolio›$5.2K
Sterling Capital Management LLC580
0.0% of portfolio›$4.1K
EverSource Wealth Advisors, LLC365
0.0% of portfolio›$2.6K
Allworth Financial LP283
0.0% of portfolio›$2.3K
Parallel Advisors, LLC258
0.0% of portfolio›$1.8K
PNC Financial Services Group, Inc.214
0.0% of portfolio›$1.5K
Essential Partners LLC184
0.0% of portfolio›$1.3K
Gamma Investing LLC181
0.0% of portfolio›$1.3K
Zions Bancorporation, National Association125
0.0% of portfolio›$891
Root Financial Partners, LLC122
0.0% of portfolio›$870
US Bancorp \de\107
0.0% of portfolio›$763
True Wealth Design, LLC100
0.0% of portfolio›$713
IFP Advisors, Inc75
0.0% of portfolio›$535
North Star Investment Management Corp.65
0.0% of portfolio›$463
SBI Securities Co., Ltd.47
0.0% of portfolio›$335
Nisa Investment Advisors, LLC38
0.0% of portfolio›$271
Clearstead Advisors, LLC6
0.0% of portfolio›$43
SJS Investment Consulting Inc.4
0.0% of portfolio›$29
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
3,249,512$23.2M0.0%CoreLowNew York, NY2026-11-05
Cynosure Group, LLC
2,035,904$14.5M2.1%ETFMediumSalt Lake City, UT2026-11-03
Wasatch Advisors LP
1,354,088$9.7M0.1%GARPMediumSalt Lake City, UT2026-10-13
Geode Capital Management, LLC
513,820$3.7M0.0%IndexVery LowBoston, MA2026-11-06
CWC Advisors, Llc.
115,935$826.6K0.4%GARPLowLake Oswego, OR2026-10-15
Russell Investments Group, Ltd.
84,329$601.3K0.0%CoreLowSeattle, WA2026-11-06
Alkeme Wealth, LLC
30,000$213.9K0.1%ValueLowScottsdale, AZ2026-10-08
Barclays PLC
19,879$141.7K0.0%CoreMediumLondon, United Kingdom2026-11-06
Range Financial Group LLC
18,812$134.1K0.0%GARPMediumTigard, OR2026-10-21
Deutsche Bank Ag\
16,842$120.1K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Citigroup Inc
2,193$15.6K0.0%CoreMediumNew York, NY2026-11-04
Simplex Trading, LLC
2,167$15.5K0.0%CoreVery HighChicago, IL2026-11-04
Farther Finance Advisors, LLC
728$5.2K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
580$4.1K0.0%GARPMediumCharlotte, NC2026-10-22
EverSource Wealth Advisors, LLC
365$2.6K0.0%CoreMediumBirmingham, AL2026-11-04
Allworth Financial LP
283$2.3K0.0%IndexLowFolsom, CA2026-11-06
Parallel Advisors, LLC
258$1.8K0.0%IndexLowSan Francisco, CA2026-11-03
PNC Financial Services Group, Inc.
214$1.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Essential Partners LLC
184$1.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Gamma Investing LLC
181$1.3K0.0%IndexVery LowFoster City, CA2026-10-08
Zions Bancorporation, National Association
125$8910.0%CoreMediumSalt Lake City, UT2026-11-06
Root Financial Partners, LLC
122$8700.0%ETFMediumEncinitas, CA2026-10-21
US Bancorp \de\
107$7630.0%IndexLowMinneapolis, MN2026-11-05
True Wealth Design, LLC
100$7130.0%ETFMediumAkron, OH2026-10-13
IFP Advisors, Inc
75$5350.0%GrowthLowTampa, FL2026-10-16
North Star Investment Management Corp.
65$4630.0%CoreLowChicago, IL2026-10-27
SBI Securities Co., Ltd.
47$3350.0%Agg GrowthLowTokyo, Mexico2026-10-22
Nisa Investment Advisors, LLC
38$2710.0%IndexVery LowSt. Louis, MO2026-10-20
Clearstead Advisors, LLC
6$430.0%ETFLowCleveland, OH2026-11-06
SJS Investment Consulting Inc.
4$290.0%ETFVery LowSylvania, OH2026-10-26
1,822,533
8.2%
New 5%+ stake
Jun 30, 2026
No 13F filer matched
13G/AWoodline Partners LP00.0%No shares heldJun 30, 2026955,820 sh (Mar 31, 2026)
13D/ADaniel Brand
with Viking Cake Fuel, LLC, Viking Cake BR, LLC, Jeffrey Hernandez, +2 more
11,587,47339.9%+11,587,473Mar 20, 2026No 13F filer matched
13D/ADemi I. Winters3,754,15114.8%New 5%+ stakeMar 6, 2026No 13F filer matched
13G/ABank of New York Mellon Corp2,977,719
13.8% of class · Jun 30, 2026New 5%+ stake
with MBC Investments Corp, BNY Mellon IHC, LLC, Newton Investment Management North America, LLC, +1 more
No 13F filer matched
13G/AMorgan Stanley1,822,533
8.2% of class · Jun 30, 2026New 5%+ stake
with Morgan Stanley Investment Management Inc.
No 13F filer matched
13G/AWoodline Partners LP0
0.0% of class · Jun 30, 2026No shares held
955,820 sh (Mar 31, 2026)
13D/ADaniel Brand11,587,473
39.9% of class · Mar 20, 2026+11,587,473
with Viking Cake Fuel, LLC, Viking Cake BR, LLC, Jeffrey Hernandez, +2 more
No 13F filer matched
13D/ADemi I. Winters3,754,151
14.8% of class · Mar 6, 2026New 5%+ stake
No 13F filer matched