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5%+ stakes · Schedule 13D and 13G

Black Rock Coffee Bar Inc: 5%+ holders

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Who has reported owning 5% or more of Black Rock Coffee Bar Inc, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

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).

GILDER GAGNON HOWE & CO LLC also filed stake reports on 1 other company ↓

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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
At 5% or more8
Filings40
Latest filing2026-10-09

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

HolderPercentSharesLatestEvent date
Cynosure Group, LLC52.6%21,831,316SCHEDULE 13D/A, 2026-05-222026-05-15
Viking Cake BR, LLC14.8%0SCHEDULE 13D/A, 2026-05-192026-03-06
Bank of New York Mellon Corp13.8%2,977,719SCHEDULE 13G/A, 2026-07-082026-06-30
11.4%2,308,915SCHEDULE 13G, 2026-04-162026-02-18
8.2%1,822,533SCHEDULE 13G/A, 2026-08-142026-06-30
6.6%1,415,690SCHEDULE 13G/A, 2026-05-192026-04-17
Wasatch Advisors LP6.1%1,354,088SCHEDULE 13G, 2026-10-092026-09-30
BlackRock, Inc.5.2%911,974SCHEDULE 13G, 2026-01-212025-12-31
Point72 Asset Management, L.P.4.3%755,707SCHEDULE 13G/A, 2026-05-152026-03-31
Massachusetts Financial Services Company3.8%661,734SCHEDULE 13G/A, 2026-05-142026-03-31
Fmr LLC3.6%767,557SCHEDULE 13G/A, 2026-06-052026-05-29
Gilder Gagnon Howe & Co LLC3.5%602,893SCHEDULE 13G, 2026-05-152026-03-31
2.5%539,732SCHEDULE 13G/A, 2026-05-192026-04-17
T. Rowe Price Investment Management, Inc.0%81SCHEDULE 13G/A, 2026-05-152026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Wellington Management Group LLP0%0SCHEDULE 13G/A, 2026-05-152026-03-31
Woodline Partners LP0%0SCHEDULE 13G/A, 2026-08-142026-06-30

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More on Black Rock Coffee Bar Inc and the records around it.

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What the Full Report on Black Rock Coffee Bar Inc covers

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Bank of New York Mellon Corp2,625,14901,333,8241,643,895SCHEDULE 13G/A, 2026-07-08
BNY Mellon IHC, LLC2,598,60101,307,2961,643,895SCHEDULE 13G/A, 2026-07-08
MBC Investments Corp2,598,60101,307,2961,643,895SCHEDULE 13G/A, 2026-07-08
Newton Investment Management North America, LLC2,521,34401,229,4681,643,875SCHEDULE 13G/A, 2026-07-08
BNY Mellon Investment Adviser, Inc.70,064070,0641,396,503SCHEDULE 13G/A, 2026-07-08
Morgan Stanley01,820,19901,821,203SCHEDULE 13G/A, 2026-08-14
Morgan Stanley Investment Management Inc.01,783,85901,783,859SCHEDULE 13G/A, 2026-08-14
Wasatch Advisors LP1,255,15401,354,0880SCHEDULE 13G, 2026-10-09
Fmr LLC767,4450767,5570SCHEDULE 13G/A, 2026-06-05
Abigail P. Johnson00767,5570SCHEDULE 13G/A, 2026-06-05
Woodline Partners LP0000SCHEDULE 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

FiledHolderPercentFiling
2025-10-02Gilder Gagnon Howe & Co LLC9.2%SCHEDULE 13G
2025-11-04Massachusetts Financial Services Company5.3%SCHEDULE 13G
2025-11-05Fmr LLC8.5%SCHEDULE 13G
2025-11-07Morgan Stanley6%SCHEDULE 13G
2025-11-07Daniel Brand53.1%SCHEDULE 13G
2025-11-07Cynosure Group, LLC32.3%SCHEDULE 13G
2025-11-13Point72 Asset Management, L.P.5.4%SCHEDULE 13G
2025-11-14T. Rowe Price Investment Management, Inc.8.8%SCHEDULE 13G
2025-12-22Viking Cake BR, LLC53.1%SCHEDULE 13D
2025-12-30Viking Cake BR, LLC52.5%SCHEDULE 13D/A
2026-01-21BlackRock, Inc.5.2%SCHEDULE 13G
2026-01-28Massachusetts Financial Services Company6.3%SCHEDULE 13G/A
2026-01-30The Vanguard Group5.07%SCHEDULE 13G
2026-02-06Fmr LLC11.6%SCHEDULE 13G/A
2026-02-10Wellington Management Group LLP5.4%SCHEDULE 13G
2026-02-11Morgan Stanley7.4%SCHEDULE 13G/A
2026-02-17Gilder Gagnon Howe & Co LLC5.6%SCHEDULE 13G/A
2026-03-24Viking Cake BR, LLC39.9%SCHEDULE 13D/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-03-26Brandon J. Olson19.8%SCHEDULE 13G
2026-04-01Samuel W. Weatherford16.3%SCHEDULE 13G
2026-04-09Viking Cake BR, LLC24.9%SCHEDULE 13D/A
2026-04-16Tyson Switzenberg11.4%SCHEDULE 13G
2026-04-28Bank of New York Mellon Corp6.7%SCHEDULE 13G
2026-05-14Massachusetts Financial Services Company3.8%SCHEDULE 13G/A
2026-05-15Wellington Management Group LLP0%SCHEDULE 13G/A
2026-05-15Woodline Partners LP5.5%SCHEDULE 13G
2026-05-15Point72 Asset Management, L.P.4.3%SCHEDULE 13G/A
2026-05-15Gilder Gagnon Howe & Co LLC3.5%SCHEDULE 13G
2026-05-15T. Rowe Price Investment Management, Inc.0%SCHEDULE 13G/A
2026-05-19Viking Cake BR, LLC14.8%SCHEDULE 13D/A
2026-05-19Samuel W. Weatherford2.5%SCHEDULE 13G/A
2026-05-19Brandon J. Olson6.6%SCHEDULE 13G/A
2026-05-21Cynosure Group, LLC52.6%SCHEDULE 13D
2026-05-22Cynosure Group, LLC52.6%SCHEDULE 13D/A
2026-06-05Fmr LLC3.6%SCHEDULE 13G/A
2026-07-08Bank of New York Mellon Corp13.8%SCHEDULE 13G/A
2026-08-14Woodline Partners LP0%SCHEDULE 13G/A
2026-08-14Morgan Stanley8.2%SCHEDULE 13G/A
2026-10-09Wasatch Advisors LP6.1%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

DateRecordFigureOur pageSource
September 15, 2025IPO filing, Form 424B4$20 a shareIPO filingsSource
September 9, 2025IPO filing, Form S-1/A—IPO filingsSource
September 2, 2025IPO filing, Form S-1/A—IPO filingsSource
August 18, 2025IPO filing, Form S-1—IPO filingsSource

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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.

Cite this page

Permanent URL: https://mentionfox.com/stakes/black-rock-coffee-bar
Last updated 2026-11-10
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Black Rock Coffee Bar Inc? 8 holders at 5% or more, largest Cynosure Group, LLC 52.6%. MentionFox, 2026-11-10. https://mentionfox.com/stakes/black-rock-coffee-bar