$BRCB

$10.37 +$0.45 (4.54%) Close

$BRCB Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 21.2M shares outstanding

Who owns BRCB?

By type of holder

Institutions 74.2% Insiders 0.0% Everyone else 25.8%

Concentration Top 10 holders own 233.0%

Cynosure Group, LLC 102.9% · Cynosure Partners III, LP 67.1%

Institutional ownership

74.2%

-17.7 pts vs last qtr

Institutional holders

-21 vs last qtr

Net shares bought

−3.8M

by institutions in Q2 2026

New / sold out

17 / 38

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Bank of New York Mellon Corp +1.8M
Marshall Wace, LLP +589.9K

Biggest sellers in Q2 2026

FMR LLC −2.0M
Woodline Partners LP SOLD OUT −955.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.82M

3 notices from 3 people

Shares covered

226.0K

1.07% of the company

Arranged in advance

46%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jeffrey Robert Hernandez Director 10b5-1 $847K
Jeffrey R. Hernandez 2021 Trust 10% stockholder $710K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Black Rock Coffee Bar, Inc..

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

33.6%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting BRCB on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BO Bank of New York Mellon Corp	3.0M	14.03%	+1.8M (+156.3%)	Q3 '25	0.0%
Shares held by quarter Peak holding3.0M (Q2'26) Change over 8 quarters+3.0M Share of the company14.030% Bank of New York Mellon Corp's full portfolio →
MS Morgan Stanley	1.8M	8.60%	+8.2K (+0.5%)	Q3 '25	0.0%
Shares held by quarter Peak holding1.8M (Q2'26) Change over 8 quarters+1.8M Share of the company8.600% Morgan Stanley's full portfolio →

Bank of New York Mellon Corp

3.0M

% of company

14.03%

Change vs last qtr

+1.8M (+156.3%)

Held since

Q3 '25

Morgan Stanley

1.8M

% of company

8.60%

Change vs last qtr

+8.2K (+0.5%)

Held since

Q3 '25

28 more super investors behind a free account

See every manager holding Black Rock Coffee Bar, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BRCB on Form N-PORT; together they hold 45.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
BM BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I	$11M	1.3M	6.24%	1.26%	June 30, 2026
FS Fidelity Small Cap Growth Fund Fidelity Securities Fund	$8.8M	716.5K	3.38%	0.10%	April 30, 2026

BNY Mellon Small/Mid Cap Growth Fund

BNY Mellon Investment Funds I

Position value

$11M

% of company

6.24%

% of the fund

1.26%

As of

June 30, 2026

Fidelity Small Cap Growth Fund

Fidelity Securities Fund

Position value

$8.8M

% of company

3.38%

% of the fund

0.10%

As of

April 30, 2026

23 more funds behind a free account

See every fund holding Black Rock Coffee Bar, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CG Cynosure Group, LLC 5%+ holder 13D · 52.6%	21.8M	102.90%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company102.900% Disclosed stake13D · 52.6% View the 13D/G filing →
CP Cynosure Partners III, LP 5%+ holder 13D · 39.8%	14.2M	67.09%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company67.090% Disclosed stake13D · 39.8% View the 13D/G filing →

Cynosure Group, LLC

5%+ holder13D · 52.6%

21.8M

% of company

102.90%

Change vs last qtr

—

Held since

—

Cynosure Partners III, LP

5%+ holder13D · 39.8%

14.2M

% of company

67.09%

Change vs last qtr

—

Held since

—

3 more holders behind a free account

See every insider and 5%+ holder of Black Rock Coffee Bar, Inc..

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