Black Rock Coffee Bar Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 05/15/2026 | 2.04 M | $26.34 M | 28.95% | 11.66% |
| MORGAN STANLEY | 05/15/2026 | 1.82 M | $23.46 M | 40.37% | 10.39% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.16 M | $15.01 M | 50.06% | 6.65% |
| BLACKROCK, INC. | 05/13/2026 | 1.06 M | $13.71 M | 16.35% | 6.07% |
| WOODLINE PARTNERS LP | 05/15/2026 | 955.82 K | $12.35 M | 50.65% | 5.47% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 755.71 K | $9.76 M | -16.97% | 4.32% |
| EMERALD ADVISERS, LLC | 05/04/2026 | 749.63 K | $9.69 M | 22.39% | 4.29% |
| 05/15/2026 | 679.97 K | $8.79 M | 100.00% | 3.89% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 661.73 K | $8.55 M | -40.13% | 3.79% |
| GILDER GAGNON HOWE & CO LLC | 05/15/2026 | 602.89 K | $7.79 M | -38.25% | 3.45% |
| JENNISON ASSOCIATES LLC | 05/06/2026 | 583.81 K | $7.54 M | 59.90% | 3.34% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 572.45 K | $7.03 M | -4.38% | 3.28% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 553.55 K | $7.15 M | 3.28% | 3.17% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 05/04/2026 | 453.73 K | $5.86 M | 28.98% | 2.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 379.68 K | $4.91 M | -0.78% | 2.17% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 378.39 K | $4.89 M | 2.84% | 2.16% |
| OBERWEIS ASSET MANAGEMENT INC/ | 05/15/2026 | 365.60 K | $4.72 M | 100.00% | 2.09% |
| MARSHALL WACE, LLP | 05/15/2026 | 356.79 K | $4.61 M | 119.90% | 2.04% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 04/23/2026 | 331.70 K | $4.29 M | 21.95% | 1.90% |
| SOROS FUND MANAGEMENT LLC | 05/15/2026 | 322.76 K | $4.17 M | -4.58% | 1.85% |
| STATE STREET CORP | 05/15/2026 | 311.64 K | $4.03 M | 12.79% | 1.78% |
| ARROWMARK COLORADO HOLDINGS LLC | 05/15/2026 | 304.89 K | $3.94 M | 34.73% | 1.74% |
| CITADEL ADVISORS LLC | 05/15/2026 | 286.08 K | $3.70 M | 100.00% | 1.64% |
| OPHIR ASSET MANAGEMENT PTY LTD | 05/15/2026 | 274.69 K | $3.55 M | 0.00% | 1.57% |
| ARES MANAGEMENT LLC | 05/15/2026 | 250.68 K | $3.24 M | 0.00% | 1.43% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 238.32 K | $3.08 M | -50.56% | 1.36% |
| JEFFERIES FINANCIAL GROUP INC. | 05/08/2026 | 210.91 K | $2.72 M | 100.00% | 1.21% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 207.60 K | $2.68 M | 179.39% | 1.19% |
| SHELLBACK CAPITAL, LP | 05/15/2026 | 190.00 K | $2.45 M | -17.39% | 1.09% |
| JPMORGAN CHASE & CO | 05/13/2026 | 170.99 K | $2.10 M | 99.89% | 0.98% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 162.53 K | $2.10 M | 3,649.34% | 0.93% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 143.90 K | $1.86 M | 1.86% | 0.82% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 141.96 K | $1.83 M | -1.16% | 0.81% |
| JUMP FINANCIAL, LLC | 05/14/2026 | 138.90 K | $1.79 M | 100.00% | 0.79% |
| NORTHERN TRUST CORP | 05/14/2026 | 125.08 K | $1.62 M | 5.71% | 0.72% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 05/15/2026 | 125.00 K | $1.62 M | 0.00% | 0.72% |
| GHISALLO CAPITAL MANAGEMENT LLC | 05/15/2026 | 110.00 K | $1.42 M | 0.00% | 0.63% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 109.37 K | $1.41 M | 100.00% | 0.63% |
| 05/08/2026 | 100.23 K | $1.29 M | 100.00% | 0.57% | |
| SEVEN GRAND MANAGERS, LLC | 05/06/2026 | 100.00 K | $1.29 M | 0.00% | 0.57% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 94.39 K | $1.22 M | 100.00% | 0.54% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 79.79 K | $1.03 M | 100.00% | 0.46% |
| WAKEFIELD ASSET MANAGEMENT LLLP | 05/12/2026 | 72.69 K | $939.21 K | 100.00% | 0.42% |
| LONGAEVA PARTNERS L.P. | 05/15/2026 | 71.55 K | $924.39 K | 127.01% | 0.41% |
| CWC ADVISORS, LLC. | 04/16/2026 | 68.39 K | $883.61 K | 145.13% | 0.40% |
| XTX TOPCO LTD | 05/15/2026 | 67.80 K | $875.99 K | 100.00% | 0.39% |
| SEI INVESTMENTS CO | 05/13/2026 | 62.61 K | $808.87 K | 58.23% | 0.36% |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2026 | 60.00 K | $775.20 K | 0.00% | 0.34% |
| UBS GROUP AG | 05/05/2026 | 59.00 K | $762.33 K | 688.72% | 0.34% |
| NUVEEN, LLC | 04/30/2026 | 27.24 K | $351.93 K | 38.80% | 0.16% |
Black Rock Coffee Bar Inc. institutional Ownership - FAQ's
During the previous two years, 139 institutional investors and hedge funds held shares of Black Rock Coffee Bar Inc.. The most heavily invested institutionals were:
FMR LLC: 2.04 M
MORGAN STANLEY: 1.82 M
Bank of New York Mellon Corp: 1.16 M
BlackRock, Inc.: 1.06 M
Woodline Partners LP: 955,820
Point72 Asset Management, L.P.: 755,707
114.62% of Black Rock Coffee Bar Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 19.76 M shares in the last 24 months. This purchase volume represents approximately $311.38 M in transactions.