BRCB · NASDAQ · Restaurants

Black Rock Coffee Bar (BRCB)

Company-owned, drive-thru coffee chain built around a proprietary energy-drink line and a controlling founder group.

$7.13
vs last close−0.17 (−2.26%)

13F · 13D/G · Form 4

Institutions32.07%16.06M shares
98 holders · as of Jun 30, 2026
Insiders19.59%9.81M shares
21 holders · as of May 28, 2026
Strategic holders55.20%27.64M shares
2 holders · as of May 22, 2026
Adds to106.86%

50.07M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (50.07M in the company's Sep 22, 2026 report, 18.02M elsewhere); stakes use the report.

These groups come from separate filings that can overlap, so they add to 106.86%; nothing is left for Other.

This company has 3 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
Cynosure Group, LLCStrategicdirector, 10 percent owner
43.60%21.83M COMPANYfiled May 22, 2026
Viking Cake Fuel, LLCStrategic10 percent owner
11.60%5.81M Cfiled Mar 23, 2026
Demi I. WintersInsider
7.50%3.75Mfiled May 19, 2026
Bank of New York Mellon CorpInstitution
5.95%2.98M Aas of Jun 30, 2026
Tyson SwitzenbergInsider
4.61%2.31Mfiled Apr 16, 2026
Morgan StanleyInstitution
3.64%1.82M Aas of Jun 30, 2026
Brandon J. OlsonInsider
2.83%1.42Mfiled May 19, 2026
BlackRock, Inc.Institution
2.27%1.14M Aas of Jun 30, 2026
Woodline Partners LPInstitution
1.91%955,820filed May 15, 2026
Marshall Wace, LLPInstitution
1.89%946,693 Aas of Jun 30, 2026
Robert Wayne KaufmannInsiderofficer: Chief Development Officer
1.59%784,929 B · 12,500 Afiled Sep 12, 2025
Vanguard Capital Management LLCInstitution
1.59%796,574 Aas of Jun 30, 2026
Emerald Advisers, LLCInstitution
1.48%742,337 Aas of Jun 30, 2026
Massachusetts Financial Services Co /MA/Institution
1.32%661,497 Aas of Jun 30, 2026
Qube Research & Technologies LtdInstitution
1.07%534,990 Aas of Jun 30, 2026
Mark Dean DavisInsiderdirector, officer: Chief Executive Officer
1.05%336,263 B · 187,500 Afiled Sep 12, 2025
Geode Capital Management, LLCInstitution
0.95%477,835 Aas of Jun 30, 2026
Emerald Mutual Fund Advisers TrustInstitution
0.91%453,734 Aas of Jun 30, 2026
Citadel Advisors LLCInstitution
0.79%395,284 Aas of Jun 30, 2026
Rodderick Fredrick BoothInsiderofficer: Chief Financial Officer
0.77%349,826 B · 37,500 Afiled Oct 6, 2025
Renaissance Technologies LLCInstitution
0.74%368,620 Aas of Jun 30, 2026
State Street CorpInstitution
0.64%321,301 Aas of Jun 30, 2026
BNP Paribas Arbitrage, SNCInstitution
0.60%298,173 Aas of Jun 30, 2026
Ophir Asset Management PTY LtdInstitution
0.55%274,688 Aas of Jun 30, 2026
Goldman Sachs Group IncInstitution
0.52%259,757 Aas of Jun 30, 2026

13F, as of Jun 30, 2026

98 holders · 16.06M shares · 21 new positions · 57 increased · 27 reduced · 38 closed

HolderShares% of companyChg q/qFiled
Bank of New York Mellon Corp2.98M5.95%+1.82MAug 6, 2026
Morgan Stanley1.82M3.64%+8.2KAug 13, 2026
BlackRock, Inc.1.14M2.27%+74.5KAug 7, 2026
Marshall Wace, LLP946.7K1.89%+589.9KAug 13, 2026
Vanguard Capital Management LLC796.6K1.59%+116.6KAug 13, 2026
Emerald Advisers, LLC742.3K1.48%−7.3KAug 5, 2026
Massachusetts Financial Services Co /MA/661.5K1.32%−237Aug 3, 2026
Qube Research & Technologies Ltd535.0K1.07%+513.6KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Cynosure Group, LLCincl. Cynosure Partners III Offshore, LP, Cynosure Partners III, LP +4 more52.60%21.83M13DMay 22, 2026
Demi I. Wintersincl. Viking Cake Fuel, LLC, Viking Cake BR, LLC +2 more14.80%3.75M13DMay 19, 2026
Tyson Switzenberg11.40%2.31M13GApr 16, 2026
Morgan Stanley7.40%1.29M13GFeb 11, 2026
Bank of New York Mellon Corp6.70%1.16M13GApr 28, 2026
Brandon J. Olson6.60%1.42M13GMay 19, 2026
Woodline Partners LP5.50%955.8K13GMay 15, 2026
BlackRock, Inc.5.20%912.0K13GJan 21, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
May 22, 2026
Clay Howard Geyerofficer: Chief Operating Officer
Purchase · 2 lots933$6.8658,513
May 21, 2026
Clay Howard Geyerofficer: Chief Operating Officer
Purchase45,080$6.5157,580
May 20, 2026
Jessica Michele Wegener-Beyerofficer: Chief Marketing Officer
Purchase3,098$6.463,098
May 20, 2026
Michael Ryan Schmidtofficer: Principal Accounting Officer
Purchase7,100$6.987,100
May 15, 2026
Viking Cake BR, LLCother: Former 10% Owner
Sale · 2 lots11,618,7820
May 15, 2026
Daniel Jordan Branddirector
Sale · 2 lots11,618,7820
May 15, 2026
Jeffrey Robert Hernandezdirector
Sale · 2 lots11,618,7820
May 15, 2026
Cynosure Group, LLCdirector, 10 percent owner:
Purchase · 3 lots25,685,424$5.3541,746,620

House and Senate disclosures

Not reported.