Black Rock Coffee BAR Inc (BRCB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Bank of New York Mellon Corp

INCREASED

Shares3,249,512 from 2,977,719

Change+271,793 (+9%)

Value$23.2M (-$1.5M)

Filed 2026-11-05

Cynosure Group, LLC

NEW

Shares2,035,904

Change+2,035,904

Value$14.5M

Filed 2026-11-03

Wasatch Advisors LP

NEW

Shares1,354,088

Change+1,354,088

Value$9.7M

Filed 2026-10-13

Geode Capital Management, LLC

INCREASED

Shares513,820 from 477,835

Change+35,985 (+8%)

Value$3.7M (-$297.8K)

Filed 2026-11-06

CWC Advisors, Llc.

INCREASED

Shares115,935 from 115,435

Change+500 (+0%)

Value$826.6K (-$130.3K)

Filed 2026-10-15

Russell Investments Group, Ltd.

INCREASED

Shares84,329 from 6,488

Change+77,841 (+1200%)

Value$601.3K (+$547.5K)

Filed 2026-11-06

Alkeme Wealth, LLC

NEW

Shares30,000

Change+30,000

Value$213.9K

Filed 2026-10-08

Barclays PLC

INCREASED

Shares19,879 from 4,076

Change+15,803 (+388%)

Value$141.7K (+$107.9K)

Filed 2026-11-06

Range Financial Group LLC

INCREASED

Shares18,812 from 18,712

Change+100 (+1%)

Value$134.1K (-$21.0K)

Filed 2026-10-21

Deutsche Bank Ag\

INCREASED

Shares16,842 from 14,760

Change+2,082 (+14%)

Value$120.1K (-$2.3K)

Filed 2026-11-06

Citigroup Inc

DECREASED

Shares2,193 from 9,631

Change-7,438 (-77%)

Value$15.6K (-$64.2K)

Filed 2026-11-04

Simplex Trading, LLC

DECREASED

Shares2,167 from 4,300

Change-2,133 (-50%)

Value$15.5K (-$20.2K)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares728 from 71

Change+657 (+925%)

Value$5.2K (+$4.6K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares580 from 62

Change+518 (+835%)

Value$4.1K (+$3.6K)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

INCREASED

Shares365 from 238

Change+127 (+53%)

Value$2.6K (+$630)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares283 from 283

Change0 (0%)

Value$2.3K ($0)

Filed 2026-11-06

Parallel Advisors, LLC

UNCHANGED

Shares258 from 258

Change0 (0%)

Value$1.8K (-$299)

Filed 2026-11-03

PNC Financial Services Group, Inc.

DECREASED

Shares214 from 8,184

Change-7,970 (-97%)

Value$1.5K (-$66.3K)

Filed 2026-11-06

Essential Partners LLC

INCREASED

Shares184 from 13

Change+171 (+1315%)

Value$1.3K (+$1.2K)

Filed 2026-10-14

Gamma Investing LLC

INCREASED

Shares181 from 60

Change+121 (+202%)

Value$1.3K (+$794)

Filed 2026-10-08

Zions Bancorporation, National Association

NEW

Shares125

Change+125

Value$891

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares122

Change+122

Value$870

Filed 2026-10-21

US Bancorp \de\

UNCHANGED

Shares107 from 107

Change0 (0%)

Value$763 (-$124)

Filed 2026-11-05

True Wealth Design, LLC

INCREASED

Shares100 from 25

Change+75 (+300%)

Value$713 (+$505)

Filed 2026-10-13

IFP Advisors, Inc

INCREASED

Shares75 from 32

Change+43 (+134%)

Value$535 (+$270)

Filed 2026-10-16

North Star Investment Management Corp.

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$463 (-$76)

Filed 2026-10-27

SBI Securities Co., Ltd.

INCREASED

Shares47 from 23

Change+24 (+104%)

Value$335 (+$144)

Filed 2026-10-22

Nisa Investment Advisors, LLC

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$271 (-$44)

Filed 2026-10-20

Clearstead Advisors, LLC

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$43 (-$7)

Filed 2026-11-06

SJS Investment Consulting Inc.

NEW

Shares4

Change+4

Value$29

Filed 2026-10-26

Fifth Third Bancorp

CLOSED

Shares0 from 110

Change-110 (-100%)

Value$0 (-$910)

Filed 2026-11-05

Avion Wealth

CLOSED

Shares0 from 72

Change-72 (-100%)

Value$0 ($0)

Filed 2026-11-04

Islay Capital Management, LLC

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$99)

Filed 2026-10-20

Morgan Stanley

N/A

Shares— from 1,824,391

Change-1,824,391 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,135,726

Change-1,135,726 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 946,693

Change-946,693 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 796,574

Change-796,574 (-100%)

Value—

Emerald Advisers, LLC

N/A

Shares— from 742,337

Change-742,337 (-100%)

Value—

Massachusetts Financial Services Co

N/A

Shares— from 661,497

Change-661,497 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 534,990

Change-534,990 (-100%)

Value—

Emerald Mutual Fund Advisers Trust

N/A

Shares— from 453,734

Change-453,734 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 395,284

Change-395,284 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 368,620

Change-368,620 (-100%)

Value—

State Street Corp

N/A

Shares— from 321,301

Change-321,301 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 298,173

Change-298,173 (-100%)

Value—

Ophir Asset Management Pty Ltd

N/A

Shares— from 274,688

Change-274,688 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 259,757

Change-259,757 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 252,476

Change-252,476 (-100%)

Value—

Ares Management LLC

N/A

Shares— from 250,676

Change-250,676 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 242,768

Change-242,768 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 217,809

Change-217,809 (-100%)

Value—

ArrowMark Colorado Holdings LLC

N/A

Shares— from 209,872

Change-209,872 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 206,509

Change-206,509 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 172,383

Change-172,383 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 145,652

Change-145,652 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 140,507

Change-140,507 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 136,048

Change-136,048 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 132,430

Change-132,430 (-100%)

Value—

Burkehill Global Management, LP

N/A

Shares— from 125,000

Change-125,000 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 121,486

Change-121,486 (-100%)

Value—

Seven Grand Managers, LLC

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 82,436

Change-82,436 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 71,147

Change-71,147 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 70,486

Change-70,486 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 59,909

Change-59,909 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 52,176

Change-52,176 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 51,400

Change-51,400 (-100%)

Value—

Nano Cap New Millennium Growth Fund L P

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 34,079

Change-34,079 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 26,093

Change-26,093 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

BlueCrest Capital Management Ltd

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Boston Partners

N/A

Shares— from 17,034

Change-17,034 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 16,129

Change-16,129 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 14,996

Change-14,996 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 11,421

Change-11,421 (-100%)

Value—

FMR LLC

N/A

Shares— from 10,742

Change-10,742 (-100%)

Value—

Man Group plc

N/A

Shares— from 10,724

Change-10,724 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 8,141

Change-8,141 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 7,370

Change-7,370 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 6,656

Change-6,656 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 5,200

Change-5,200 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,409

Change-4,409 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,355

Change-2,355 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,295

Change-2,295 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,466

Change-1,466 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,440

Change-1,440 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,330

Change-1,330 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 1,008

Change-1,008 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 902

Change-902 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 531

Change-531 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 241

Change-241 (-100%)

Value—

Quarry LP

N/A

Shares— from 66

Change-66 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 32

Change-32 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 25

Change-25 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
Bank of New York Mellon Corp	INCREASED	3,249,512	2,977,719	+271,793	+9%	$24.7M	$23.2M	-$1.5M	2026-11-05
Cynosure Group, LLC	NEW	2,035,904	—	+2,035,904	—	—	$14.5M	—	2026-11-03
Wasatch Advisors LP	NEW	1,354,088	—	+1,354,088	—	—	$9.7M	—	2026-10-13
Geode Capital Management, LLC	INCREASED	513,820	477,835	+35,985	+8%	$4.0M	$3.7M	-$297.8K	2026-11-06
CWC Advisors, Llc.	INCREASED	115,935	115,435	+500	+0%	$957.0K	$826.6K	-$130.3K	2026-10-15
Russell Investments Group, Ltd.	INCREASED	84,329	6,488	+77,841	+1200%	$53.8K	$601.3K	+$547.5K	2026-11-06
Alkeme Wealth, LLC	NEW	30,000	—	+30,000	—	—	$213.9K	—	2026-10-08
Barclays PLC	INCREASED	19,879	4,076	+15,803	+388%	$33.8K	$141.7K	+$107.9K	2026-11-06
Range Financial Group LLC	INCREASED	18,812	18,712	+100	+1%	$155.1K	$134.1K	-$21.0K	2026-10-21
Deutsche Bank Ag\	INCREASED	16,842	14,760	+2,082	+14%	$122.4K	$120.1K	-$2.3K	2026-11-06
Citigroup Inc	DECREASED	2,193	9,631	-7,438	-77%	$79.8K	$15.6K	-$64.2K	2026-11-04
Simplex Trading, LLC	DECREASED	2,167	4,300	-2,133	-50%	$35.6K	$15.5K	-$20.2K	2026-11-04
Farther Finance Advisors, LLC	INCREASED	728	71	+657	+925%	$580	$5.2K	+$4.6K	2026-10-08
Sterling Capital Management LLC	INCREASED	580	62	+518	+835%	$514	$4.1K	+$3.6K	2026-10-22
EverSource Wealth Advisors, LLC	INCREASED	365	238	+127	+53%	$2.0K	$2.6K	+$630	2026-11-04
Allworth Financial LP	UNCHANGED	283	283	0	0%	$2.3K	$2.3K	$0	2026-11-06
Parallel Advisors, LLC	UNCHANGED	258	258	0	0%	$2.1K	$1.8K	-$299	2026-11-03
PNC Financial Services Group, Inc.	DECREASED	214	8,184	-7,970	-97%	$67.8K	$1.5K	-$66.3K	2026-11-06
Essential Partners LLC	INCREASED	184	13	+171	+1315%	$108	$1.3K	+$1.2K	2026-10-14
Gamma Investing LLC	INCREASED	181	60	+121	+202%	$497	$1.3K	+$794	2026-10-08
Zions Bancorporation, National Association	NEW	125	—	+125	—	—	$891	—	2026-11-06
Root Financial Partners, LLC	NEW	122	—	+122	—	—	$870	—	2026-10-21
US Bancorp \de\	UNCHANGED	107	107	0	0%	$887	$763	-$124	2026-11-05
True Wealth Design, LLC	INCREASED	100	25	+75	+300%	$208	$713	+$505	2026-10-13
IFP Advisors, Inc	INCREASED	75	32	+43	+134%	$265	$535	+$270	2026-10-16
North Star Investment Management Corp.	UNCHANGED	65	65	0	0%	$539	$463	-$76	2026-10-27
SBI Securities Co., Ltd.	INCREASED	47	23	+24	+104%	$191	$335	+$144	2026-10-22
Nisa Investment Advisors, LLC	UNCHANGED	38	38	0	0%	$315	$271	-$44	2026-10-20
Clearstead Advisors, LLC	UNCHANGED	6	6	0	0%	$50	$43	-$7	2026-11-06
SJS Investment Consulting Inc.	NEW	4	—	+4	—	—	$29	—	2026-10-26
Fifth Third Bancorp	CLOSED	0	110	-110	-100%	$910	$0	-$910	2026-11-05
Avion Wealth	CLOSED	0	72	-72	-100%	$0	$0	$0	2026-11-04
Islay Capital Management, LLC	CLOSED	0	12	-12	-100%	$99	$0	-$99	2026-10-20
Morgan Stanley	N/A	—	1,824,391	-1,824,391	-100%	$15.1M	—	—	—
BlackRock, Inc.	N/A	—	1,135,726	-1,135,726	-100%	$9.4M	—	—	—
Marshall Wace, LLP	N/A	—	946,693	-946,693	-100%	$7.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	796,574	-796,574	-100%	$6.6M	—	—	—
Emerald Advisers, LLC	N/A	—	742,337	-742,337	-100%	$6.2M	—	—	—
Massachusetts Financial Services Co	N/A	—	661,497	-661,497	-100%	$5.5M	—	—	—
Qube Research & Technologies Ltd	N/A	—	534,990	-534,990	-100%	$4.4M	—	—	—
Emerald Mutual Fund Advisers Trust	N/A	—	453,734	-453,734	-100%	$3.8M	—	—	—
Citadel Advisors LLC	N/A	—	395,284	-395,284	-100%	$3.3M	—	—	—
Renaissance Technologies LLC	N/A	—	368,620	-368,620	-100%	$3.1M	—	—	—
State Street Corp	N/A	—	321,301	-321,301	-100%	$2.7M	—	—	—
BNP Paribas Financial Markets	N/A	—	298,173	-298,173	-100%	$2.5M	—	—	—
Ophir Asset Management Pty Ltd	N/A	—	274,688	-274,688	-100%	$2.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	259,757	-259,757	-100%	$2.2M	—	—	—
Point72 Asset Management, L.P.	N/A	—	252,476	-252,476	-100%	$2.1M	—	—	—
Ares Management LLC	N/A	—	250,676	-250,676	-100%	$2.1M	—	—	—
JPMorgan Chase & Co	N/A	—	242,768	-242,768	-100%	$2.0M	—	—	—
Millennium Management LLC	N/A	—	217,809	-217,809	-100%	$1.8M	—	—	—
ArrowMark Colorado Holdings LLC	N/A	—	209,872	-209,872	-100%	$1.7M	—	—	—
Nuveen, LLC	N/A	—	206,509	-206,509	-100%	$1.7M	—	—	—
Tudor Investment Corp ET AL	N/A	—	172,383	-172,383	-100%	$1.4M	—	—	—
Northern Trust Corp	N/A	—	145,652	-145,652	-100%	$1.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	140,507	-140,507	-100%	$1.2M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	136,048	-136,048	-100%	$1.1M	—	—	—
XTX Topco Ltd	N/A	—	132,430	-132,430	-100%	$1.1M	—	—	—
Burkehill Global Management, LP	N/A	—	125,000	-125,000	-100%	$1.0M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	121,486	-121,486	-100%	$1.0M	—	—	—
Seven Grand Managers, LLC	N/A	—	100,000	-100,000	-100%	$829.0K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	82,436	-82,436	-100%	$683.4K	—	—	—
Bank of America Corp	N/A	—	71,147	-71,147	-100%	$589.8K	—	—	—
AQR Capital Management LLC	N/A	—	70,486	-70,486	-100%	$584.3K	—	—	—
Engineers Gate Manager LP	N/A	—	59,909	-59,909	-100%	$496.6K	—	—	—
Trexquant Investment LP	N/A	—	52,176	-52,176	-100%	$432.5K	—	—	—
Jump Financial, LLC	N/A	—	51,400	-51,400	-100%	$426.1K	—	—	—
Nano Cap New Millennium Growth Fund L P	N/A	—	50,000	-50,000	-100%	$414.5K	—	—	—
UBS Group AG	N/A	—	34,079	-34,079	-100%	$282.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	26,093	-26,093	-100%	$216.3K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	25,000	-25,000	-100%	$207.3K	—	—	—
BlueCrest Capital Management Ltd	N/A	—	20,000	-20,000	-100%	$165.8K	—	—	—
Boston Partners	N/A	—	17,034	-17,034	-100%	$141.2K	—	—	—
Wells Fargo & Company	N/A	—	16,129	-16,129	-100%	$133.7K	—	—	—
Rhumbline Advisers	N/A	—	14,996	-14,996	-100%	$124.3K	—	—	—
Price T Rowe Associates Inc	N/A	—	11,421	-11,421	-100%	$95.0K	—	—	—
FMR LLC	N/A	—	10,742	-10,742	-100%	$89.1K	—	—	—
Man Group plc	N/A	—	10,724	-10,724	-100%	$88.9K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	8,141	-8,141	-100%	$67.5K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	7,370	-7,370	-100%	$61.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	6,656	-6,656	-100%	$55.2K	—	—	—
New York State Common Retirement Fund	N/A	—	5,200	-5,200	-100%	$43.1K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,409	-4,409	-100%	$36.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,355	-2,355	-100%	$19.5K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,295	-2,295	-100%	$18.7K	—	—	—
Legal & General Group Plc	N/A	—	1,466	-1,466	-100%	$12.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,440	-1,440	-100%	$11.9K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,330	-1,330	-100%	$11.0K	—	—	—
Group One Trading LLC	N/A	—	1,008	-1,008	-100%	$8.4K	—	—	—
Arax Advisory Partners	N/A	—	902	-902	-100%	$7.5K	—	—	—
Royal Bank of Canada	N/A	—	531	-531	-100%	$4.0K	—	—	—
California State Teachers Retirement System	N/A	—	241	-241	-100%	$2.0K	—	—	—
Quarry LP	N/A	—	66	-66	-100%	$547	—	—	—
Investors Portfolio Services LLC	N/A	—	52	-52	-100%	$431	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	50	-50	-100%	$415	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	32	-32	-100%	$265	—	—	—
Huntington National Bank	N/A	—	25	-25	-100%	$207	—	—	—
Rothschild Investment LLC	N/A	—	10	-10	-100%	$83	—	—	—

Showing 98 of 98 institutions