Feeds › Ownership stakes (13D / 13G)
Ownership stakes (13D / 13G)
Investors who own more than 5% of a company, from activists (13D) to passive holders (13G).
About this data
- What it is
- An investor who owns more than 5% of a public company must say so. Investors who may try to influence the company, such as activists, file the longer Schedule 13D; passive holders file the shorter Schedule 13G.
- Who files it
- The investor, within days of crossing 5%, and again whenever the stake changes materially.
- How current
- We collect new filings throughout the day on SEC business days.
- Worth knowing
- 13G filings are far more common than 13D. A 13D usually means the investor intends to push for changes, so it tends to get more attention.
All of this comes from public filings.
Source and freshness · Information, not investment advice (disclaimer).
Filings per day, last 30 days
13D (activist) 13G (passive)
Latest ownership filings
Showing: ticker BRCB
| Filed | ScheduleBoth report a stake of more than 5%. A 13D is filed by investors who may try to influence the company, such as activists; a 13G by passive holders. | Company | Investor | Shares | % of shares | Filing |
|---|---|---|---|---|---|---|
| Oct 9, 2026 | SCHEDULE 13G | BRCB Black Rock Coffee Bar, Inc. | Wasatch Advisors LP | 1.35M | 6.1% | SCHEDULE 13G ↗ |
| Aug 14, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Morgan Stanley Investment Management Inc. | 1.78M | 8.0% | SCHEDULE 13G/A ↗ |
| Aug 14, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Morgan Stanley | 1.82M | 8.2% | SCHEDULE 13G/A ↗ |
| Aug 14, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Woodline Partners LP | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| Jul 8, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | BNY Mellon Investment Adviser, Inc. | 1.47M | 6.8% | SCHEDULE 13G/A ↗ |
| Jul 8, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Newton Investment Management North America, LLC | 2.87M | 13.3% | SCHEDULE 13G/A ↗ |
| Jul 8, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | MBC Investments Corp | 2.95M | 13.7% | SCHEDULE 13G/A ↗ |
| Jul 8, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | BNY Mellon IHC, LLC | 2.95M | 13.7% | SCHEDULE 13G/A ↗ |
| Jul 8, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Bank of New York Mellon Corp | 2.98M | 13.8% | SCHEDULE 13G/A ↗ |
| Jun 5, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Abigail P. Johnson | 767,557 | 3.6% | SCHEDULE 13G/A ↗ |
| Jun 5, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | FMR LLC | 767,557 | 3.6% | SCHEDULE 13G/A ↗ |
| May 22, 2026 | SCHEDULE 13D/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Cynosure Partners III Offshore, LP | 1.92M | 8.8% | SCHEDULE 13D/A ↗ |
| May 22, 2026 | SCHEDULE 13D/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Cynosure Partners III, LP | 14.23M | 39.8% | SCHEDULE 13D/A ↗ |
| May 22, 2026 | SCHEDULE 13D/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Cynosure Partners 2020 Co-Investment, LLC (for and on behalf of Series B members) | 1.25M | 5.4% | SCHEDULE 13D/A ↗ |
| May 22, 2026 | SCHEDULE 13D/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Cynosure Partners 2020 Co-investment, LLC (for and on behalf of Series A members) | 660,106 | 3.0% | SCHEDULE 13D/A ↗ |
| May 22, 2026 | SCHEDULE 13D/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Cynosure Partners 2020 PV, LP | 260,660 | 1.2% | SCHEDULE 13D/A ↗ |
| May 22, 2026 | SCHEDULE 13D/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Cynosure Partners 2020, LP | 3.51M | 13.9% | SCHEDULE 13D/A ↗ |
| May 22, 2026 | SCHEDULE 13D/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Cynosure Group, LLC | 21.83M | 52.6% | SCHEDULE 13D/A ↗ |
| May 21, 2026 | SCHEDULE 13D | BRCB Black Rock Coffee Bar, Inc. | Cynosure Partners III Offshore, LP | 1.92M | 8.8% | SCHEDULE 13D ↗ |
| May 21, 2026 | SCHEDULE 13D | BRCB Black Rock Coffee Bar, Inc. | Cynosure Partners III, LP | 14.23M | 39.6% | SCHEDULE 13D ↗ |
| May 21, 2026 | SCHEDULE 13D | BRCB Black Rock Coffee Bar, Inc. | Cynosure Partners 2020 Co-Investment, LLC (for and on behalf of Series B members) | 1.25M | 5.4% | SCHEDULE 13D ↗ |
| May 21, 2026 | SCHEDULE 13D | BRCB Black Rock Coffee Bar, Inc. | Cynosure Partners 2020 Co-investment, LLC (for and on behalf of Series A members) | 660,106 | 3.0% | SCHEDULE 13D ↗ |
| May 21, 2026 | SCHEDULE 13D | BRCB Black Rock Coffee Bar, Inc. | Cynosure Partners 2020 PV, LP | 260,660 | 1.2% | SCHEDULE 13D ↗ |
| May 21, 2026 | SCHEDULE 13D | BRCB Black Rock Coffee Bar, Inc. | Cynosure Partners 2020, LP | 3.51M | 13.9% | SCHEDULE 13D ↗ |
| May 21, 2026 | SCHEDULE 13D | BRCB Black Rock Coffee Bar, Inc. | Cynosure Group, LLC | 21.83M | 52.6% | SCHEDULE 13D ↗ |
| May 19, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Brandon J. Olson | 1.42M | 6.6% | SCHEDULE 13G/A ↗ |
| May 19, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Gordon Scharf | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| May 19, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Samuel W. Weatherford | 539,732 | 2.5% | SCHEDULE 13G/A ↗ |
| May 19, 2026 | SCHEDULE 13D/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Demi I. Winters | 3.75M | 14.8% | SCHEDULE 13D/A ↗ |
| May 19, 2026 | SCHEDULE 13D/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Jeffrey Hernandez | 0 | 0.0% | SCHEDULE 13D/A ↗ |
| May 19, 2026 | SCHEDULE 13D/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Daniel Brand | 0 | 0.0% | SCHEDULE 13D/A ↗ |
| May 19, 2026 | SCHEDULE 13D/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Viking Cake Fuel, LLC | 0 | 0.0% | SCHEDULE 13D/A ↗ |
| May 19, 2026 | SCHEDULE 13D/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Viking Cake BR, LLC | 0 | 0.0% | SCHEDULE 13D/A ↗ |
| May 15, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | T. Rowe Price Investment Management, Inc. | 81 | 0.0% | SCHEDULE 13G/A ↗ |
| May 15, 2026 | SCHEDULE 13G | BRCB Black Rock Coffee Bar, Inc. | Gilder Gagnon Howe & Co LLC | 602,893 | 3.5% | SCHEDULE 13G ↗ |
| May 15, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Steven A. Cohen | 755,707 | 4.3% | SCHEDULE 13G/A ↗ |
| May 15, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Point72 Capital Advisors, Inc. | 755,707 | 4.3% | SCHEDULE 13G/A ↗ |
| May 15, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Point72 Asset Management, L.P. | 755,707 | 4.3% | SCHEDULE 13G/A ↗ |
| May 15, 2026 | SCHEDULE 13G | BRCB Black Rock Coffee Bar, Inc. | Woodline Partners LP | 955,820 | 5.5% | SCHEDULE 13G ↗ |
| May 15, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Wellington Investment Advisors Holdings LLP | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| May 15, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Wellington Group Holdings LLP | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| May 15, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Wellington Management Group LLP | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| May 14, 2026 | SCHEDULE 13G/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Massachusetts Financial Services Company | 661,734 | 3.8% | SCHEDULE 13G/A ↗ |
| Apr 28, 2026 | SCHEDULE 13G | BRCB Black Rock Coffee Bar, Inc. | Newton Investment Management North America, LLC | 1.11M | 6.3% | SCHEDULE 13G ↗ |
| Apr 28, 2026 | SCHEDULE 13G | BRCB Black Rock Coffee Bar, Inc. | MBC Investments Corp | 1.14M | 6.5% | SCHEDULE 13G ↗ |
| Apr 28, 2026 | SCHEDULE 13G | BRCB Black Rock Coffee Bar, Inc. | BNY Mellon IHC, LLC | 1.14M | 6.5% | SCHEDULE 13G ↗ |
| Apr 28, 2026 | SCHEDULE 13G | BRCB Black Rock Coffee Bar, Inc. | Bank of New York Mellon Corp | 1.16M | 6.7% | SCHEDULE 13G ↗ |
| Apr 16, 2026 | SCHEDULE 13G | BRCB Black Rock Coffee Bar, Inc. | Tyson Switzenberg | 2.31M | 11.4% | SCHEDULE 13G ↗ |
| Apr 9, 2026 | SCHEDULE 13D/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Jeffrey Hernandez | 5.81M | 24.9% | SCHEDULE 13D/A ↗ |
| Apr 9, 2026 | SCHEDULE 13D/A (amended) | BRCB Black Rock Coffee Bar, Inc. | Daniel Brand | 5.81M | 24.9% | SCHEDULE 13D/A ↗ |
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