As of November 10, 2026, 8 holders' latest Schedule 13D or 13G filings report owning 5% or more of Black Rock Coffee Bar Inc. The largest reported stake is Cynosure Group, LLC's, at 52.6%. 40 filings are on record since October 2, 2025 (Schedule 13D/A, May 22, 2026).
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Key facts
- · Reporting person: Wasatch Advisors LP · Sole voting: 1,255,154 · Shared voting: 0 · Sole dispositive: 1,354,088 · Shared dispositive: 0 · SCHEDULE 13G, 2026-10-09
- · Reporting person: Morgan Stanley · Sole voting: 0 · Shared voting: 1,820,199 · Sole dispositive: 0 · Shared dispositive: 1,821,203 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: Woodline Partners LP · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-14
- · Reporting person: Bank of New York Mellon Corp · Sole voting: 2,625,149 · Shared voting: 0 · Sole dispositive: 1,333,824 · Shared dispositive: 1,643,895 · SCHEDULE 13G/A, 2026-07-08
- · Reporting person: Fmr LLC · Sole voting: 767,445 · Shared voting: 0 · Sole dispositive: 767,557 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-06-05
Black Rock Coffee Bar Inc has 40 Schedule 13D or 13G filings on record since 2025-10-02. 8 holders' latest filing reports 5% or more of common stock sh cl a. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Cynosure Group, LLC | 52.6% | 21,831,316 | SCHEDULE 13D/A, 2026-05-22 | 2026-05-15 |
| Viking Cake BR, LLC | 14.8% | 0 | SCHEDULE 13D/A, 2026-05-19 | 2026-03-06 |
| Bank of New York Mellon Corp | 13.8% | 2,977,719 | SCHEDULE 13G/A, 2026-07-08 | 2026-06-30 |
| 11.4% | 2,308,915 | SCHEDULE 13G, 2026-04-16 | 2026-02-18 | |
| 8.2% | 1,822,533 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 | |
| 6.6% | 1,415,690 | SCHEDULE 13G/A, 2026-05-19 | 2026-04-17 | |
| Wasatch Advisors LP | 6.1% | 1,354,088 | SCHEDULE 13G, 2026-10-09 | 2026-09-30 |
| BlackRock, Inc. | 5.2% | 911,974 | SCHEDULE 13G, 2026-01-21 | 2025-12-31 |
| Point72 Asset Management, L.P. | 4.3% | 755,707 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| Massachusetts Financial Services Company | 3.8% | 661,734 | SCHEDULE 13G/A, 2026-05-14 | 2026-03-31 |
| Fmr LLC | 3.6% | 767,557 | SCHEDULE 13G/A, 2026-06-05 | 2026-05-29 |
| Gilder Gagnon Howe & Co LLC | 3.5% | 602,893 | SCHEDULE 13G, 2026-05-15 | 2026-03-31 |
| 2.5% | 539,732 | SCHEDULE 13G/A, 2026-05-19 | 2026-04-17 | |
| T. Rowe Price Investment Management, Inc. | 0% | 81 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
| Wellington Management Group LLP | 0% | 0 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| Woodline Partners LP | 0% | 0 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
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More on Black Rock Coffee Bar Inc and the records around it.
Black Rock Coffee Bar Inc elsewhere on the record
Companies that share a holder
- GILDER GAGNON HOWE & CO LLC also filed stake reports on 1 other company: OneWater Marine Inc. (Feb 2026)
- Woodline Partners LP also filed stake reports on 19 other companies: Biohaven Ltd. (Aug 2026), CalciMedica, Inc. (Aug 2026), CervoMed Inc. (Aug 2026)
- Bank of New York Mellon Corp also filed stake reports on 26 other companies: Dolby Laboratories, Inc. (Oct 2026), FIRST HORIZON CORP (Oct 2026), First Watch Restaurant Group, Inc. (Oct 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 2,625,149 | 0 | 1,333,824 | 1,643,895 | SCHEDULE 13G/A, 2026-07-08 |
| BNY Mellon IHC, LLC | 2,598,601 | 0 | 1,307,296 | 1,643,895 | SCHEDULE 13G/A, 2026-07-08 |
| MBC Investments Corp | 2,598,601 | 0 | 1,307,296 | 1,643,895 | SCHEDULE 13G/A, 2026-07-08 |
| Newton Investment Management North America, LLC | 2,521,344 | 0 | 1,229,468 | 1,643,875 | SCHEDULE 13G/A, 2026-07-08 |
| BNY Mellon Investment Adviser, Inc. | 70,064 | 0 | 70,064 | 1,396,503 | SCHEDULE 13G/A, 2026-07-08 |
| Morgan Stanley | 0 | 1,820,199 | 0 | 1,821,203 | SCHEDULE 13G/A, 2026-08-14 |
| Morgan Stanley Investment Management Inc. | 0 | 1,783,859 | 0 | 1,783,859 | SCHEDULE 13G/A, 2026-08-14 |
| Wasatch Advisors LP | 1,255,154 | 0 | 1,354,088 | 0 | SCHEDULE 13G, 2026-10-09 |
| Fmr LLC | 767,445 | 0 | 767,557 | 0 | SCHEDULE 13G/A, 2026-06-05 |
| Abigail P. Johnson | 0 | 0 | 767,557 | 0 | SCHEDULE 13G/A, 2026-06-05 |
| Woodline Partners LP | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-08-14 |
The latest filing identifies Black Rock Coffee Bar Inc by CUSIP 092244102 and gives its principal executive office as 9170 E. BAHIA DRIVE, SUITE 101, SCOTTSDALE, AZ 85260 (SCHEDULE 13G, 2026-10-09).
What the percentages are based on
See the response(s) to Item 11 on the attached cover page(s).Morgan Stanley, SCHEDULE 13G/A, 2026-08-14
Purpose of Transaction (Item 4)
Viking Cake BR, LLC
Item 4 is hereby amended to add the following: In March 2026, the Jeffrey R. Hernandez 2021 Trust entered into a 10b5-1 plan with J.P. Morgan Securities LLC, which provides for the sale of 348,000 shares of Class A Common Stock. On May 15, 2026, Viking Cake Fuel, LLC and Viking Cake Fuel II, LLC, a wholly owned subsidiary of the Jeffrey R. Hernandez 2021 Trust, entered into a Purchase and Assignment Agreement, as sellers, together with Vahalda Fuel, LLC, and Aureata Fuel, LLC, as additional sellers, Cynosure Partners III, LP ("Cynosure"), as buyer, the Issuer and Black Rock OpCo, pursuant to which (a) Viking Cake Fuel, LLC sold 5,809,391 LLC Units and an equal number of shares of Class C Common Stock to Cynosure, (b) Viking Cake Fuel II, LLC sold 2,023,931 LLC Units and an equal number of shares of Class C Common Stock to Cynosure, and (c) each of Viking Cake Fuel, LLC and Viking Cake Fuel II, LLC transferred to Cynosure certain rights under that certain Tax Receivable Agreement by and among the Issuer, Black Rock OpCo and the other parties thereto, dated as of September 11, 2025, for an aggregate purchase price of $41,698,806.43, representing the notional amount, accrued interest, including payment-in-kind interest, and a make-whole amount (collectively, the "Margin Loan") due under a Margin Loan Agreement with JPMorgan Chase Bank, N.A. (as amended, the "Margin Loan Agreement"). Following this sale, the Margin Loan was paid off in full and the securities previously …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-05-19; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-10-02 | Gilder Gagnon Howe & Co LLC | 9.2% | SCHEDULE 13G |
| 2025-11-04 | Massachusetts Financial Services Company | 5.3% | SCHEDULE 13G |
| 2025-11-05 | Fmr LLC | 8.5% | SCHEDULE 13G |
| 2025-11-07 | Morgan Stanley | 6% | SCHEDULE 13G |
| 2025-11-07 | Daniel Brand | 53.1% | SCHEDULE 13G |
| 2025-11-07 | Cynosure Group, LLC | 32.3% | SCHEDULE 13G |
| 2025-11-13 | Point72 Asset Management, L.P. | 5.4% | SCHEDULE 13G |
| 2025-11-14 | T. Rowe Price Investment Management, Inc. | 8.8% | SCHEDULE 13G |
| 2025-12-22 | Viking Cake BR, LLC | 53.1% | SCHEDULE 13D |
| 2025-12-30 | Viking Cake BR, LLC | 52.5% | SCHEDULE 13D/A |
| 2026-01-21 | BlackRock, Inc. | 5.2% | SCHEDULE 13G |
| 2026-01-28 | Massachusetts Financial Services Company | 6.3% | SCHEDULE 13G/A |
| 2026-01-30 | The Vanguard Group | 5.07% | SCHEDULE 13G |
| 2026-02-06 | Fmr LLC | 11.6% | SCHEDULE 13G/A |
| 2026-02-10 | Wellington Management Group LLP | 5.4% | SCHEDULE 13G |
| 2026-02-11 | Morgan Stanley | 7.4% | SCHEDULE 13G/A |
| 2026-02-17 | Gilder Gagnon Howe & Co LLC | 5.6% | SCHEDULE 13G/A |
| 2026-03-24 | Viking Cake BR, LLC | 39.9% | SCHEDULE 13D/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-03-26 | Brandon J. Olson | 19.8% | SCHEDULE 13G |
| 2026-04-01 | Samuel W. Weatherford | 16.3% | SCHEDULE 13G |
| 2026-04-09 | Viking Cake BR, LLC | 24.9% | SCHEDULE 13D/A |
| 2026-04-16 | Tyson Switzenberg | 11.4% | SCHEDULE 13G |
| 2026-04-28 | Bank of New York Mellon Corp | 6.7% | SCHEDULE 13G |
| 2026-05-14 | Massachusetts Financial Services Company | 3.8% | SCHEDULE 13G/A |
| 2026-05-15 | Wellington Management Group LLP | 0% | SCHEDULE 13G/A |
| 2026-05-15 | Woodline Partners LP | 5.5% | SCHEDULE 13G |
| 2026-05-15 | Point72 Asset Management, L.P. | 4.3% | SCHEDULE 13G/A |
| 2026-05-15 | Gilder Gagnon Howe & Co LLC | 3.5% | SCHEDULE 13G |
| 2026-05-15 | T. Rowe Price Investment Management, Inc. | 0% | SCHEDULE 13G/A |
| 2026-05-19 | Viking Cake BR, LLC | 14.8% | SCHEDULE 13D/A |
| 2026-05-19 | Samuel W. Weatherford | 2.5% | SCHEDULE 13G/A |
| 2026-05-19 | Brandon J. Olson | 6.6% | SCHEDULE 13G/A |
| 2026-05-21 | Cynosure Group, LLC | 52.6% | SCHEDULE 13D |
| 2026-05-22 | Cynosure Group, LLC | 52.6% | SCHEDULE 13D/A |
| 2026-06-05 | Fmr LLC | 3.6% | SCHEDULE 13G/A |
| 2026-07-08 | Bank of New York Mellon Corp | 13.8% | SCHEDULE 13G/A |
| 2026-08-14 | Woodline Partners LP | 0% | SCHEDULE 13G/A |
| 2026-08-14 | Morgan Stanley | 8.2% | SCHEDULE 13G/A |
| 2026-10-09 | Wasatch Advisors LP | 6.1% | SCHEDULE 13G |
Questions about who owns Black Rock Coffee Bar Inc
Who owns Black Rock Coffee Bar Inc?
On this page, 8 holders' latest ownership filings report 5% or more of Black Rock Coffee Bar Inc: Cynosure Group, LLC (52.6%, Schedule 13D/A, filed 2026-05-22), Viking Cake BR, LLC (14.8%, Schedule 13D/A, filed 2026-05-19), Bank of New York Mellon Corp (13.8%, Schedule 13G/A, filed 2026-07-08), Tyson Switzenberg (11.4%, Schedule 13G, filed 2026-04-16) and Morgan Stanley (8.2%, Schedule 13G/A, filed 2026-08-14); 3 more are listed above.
Who are the largest shareholders of Black Rock Coffee Bar Inc?
By the share each holder's latest filing reports, the largest holders of Black Rock Coffee Bar Inc on this page are Cynosure Group, LLC (52.6%), Viking Cake BR, LLC (14.8%) and Bank of New York Mellon Corp (13.8%).
When did Cynosure Group, LLC buy into Black Rock Coffee Bar Inc?
The filings give report dates, not purchase dates. The earliest filing from Cynosure Group, LLC on this page is the Schedule 13G, filed 2025-11-07, reporting 32.3%; its latest, Schedule 13D/A filed 2026-05-22, reports 52.6%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 40 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for Black Rock Coffee Bar Inc
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| September 15, 2025 | IPO filing, Form 424B4 | $20 a share | IPO filings | Source |
| September 9, 2025 | IPO filing, Form S-1/A | — | IPO filings | Source |
| September 2, 2025 | IPO filing, Form S-1/A | — | IPO filings | Source |
| August 18, 2025 | IPO filing, Form S-1 | — | IPO filings | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.
