Starbucks Corp
SBUX- Exchange
- Nasdaq
- Industry
- Retail-Eating & Drinking Places
- SEC CIK
- 0000829224
In the last 90 days, Starbucks Corp insiders filed 0 open-market purchases and 3 sales; 2,405 institutions reported holding it in 13F filings for Q2 2026, worth $99.6B in total; superinvestors Markel Group and Semper Augustus hold it.
13F holders, Q4 2021
Institutional positions in Starbucks Corp as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,417
- +197 vs. Q3 2021
- Shares held
- 801.8M
- −12.8M (−1.6%) vs. Q3 2021
- Total value
- $93.6B
- +$3.74B (+4.2%) vs. Q3 2021
- New holders
- 334
- 1,008 more added
- Sold out
- 137
- 805 more reduced
36 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SBUX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,405 | $99.6B |
| Q1 2026 | 2,351 | $85.5B |
| Q4 2025 | 2,330 | $80.0B |
| Q3 2025 | 2,267 | $77.8B |
| Q2 2025 | 2,344 | $87.3B |
| Q1 2025 | 2,405 | $90.4B |
| Q4 2024 | 2,408 | $80.6B |
| Q3 2024 | 2,339 | $85.0B |
| Q2 2024 | 2,260 | $65.8B |
| Q1 2024 | 2,447 | $74.8B |
| Q4 2023 | 2,464 | $78.5B |
| Q3 2023 | 2,308 | $73.8B |
| Q2 2023 | 2,354 | $81.1B |
| Q1 2023 | 2,375 | $84.2B |
| Q4 2022 | 2,337 | $81.6B |
| Q3 2022 | 2,166 | $68.3B |
| Q2 2022 | 2,145 | $60.2B |
| Q1 2022 | 2,277 | $71.4B |
| Q4 2021 | 2,417 | $93.6B |
| Q3 2021 | 2,256 | $90.1B |
| Q2 2021 | 2,255 | $91.6B |
| Q1 2021 | 2,237 | $89.9B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Starbucks Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LGT Fund Management Co Ltd. | 2,500 | $292.0K | 0.08% | +2,500 | New |
| Opes Wealth Management LLC | 2,508 | $293.0K | 0.09% | +145+6.1% | Added |
| ARS Wealth Advisors Group, LLC | 2,511 | $294.0K | 0.05% | −624−19.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 2,534 | $296.0K | 0.17% | +2+0.1% | Added |
| Coastal Capital Group, Inc. | 2,529 | $296.0K | 0.07% | +12+0.5% | Added |
| Clear Perspective Advisors, LLC | 2,533 | $296.0K | 0.09% | +2,533 | New |
| O'Rourke & Company, Inc | 2,529 | $296.0K | 0.20% | +2,529 | New |
| Lantz Financial LLC | 2,538 | $297.0K | 0.14% | +42+1.7% | Added |
| Frisch Financial Group, Inc. | 2,592 | $297.0K | 0.09% | +161+6.6% | Added |
| Ithaka Group LLC | 2,550 | $298.0K | 0.04% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 2,552 | $298.0K | 0.25% | +2,552 | New |
| Sugarloaf Wealth Management, LLC | 2,557 | $299.0K | 0.07% | −35−1.4% | Reduced |
| TBH Global Asset Management, LLC | 2,560 | $299.0K | 0.06% | +2,560 | New |
| UMA Financial Services, Inc. | 2,786 | $300.0K | 0.08% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,563 | $300.0K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,568 | $300.0K | 0.27% | −10.0% | Reduced |
| Allen Capital Group, LLC | 2,571 | $301.0K | 0.04% | −4−0.2% | Reduced |
| Ergoteles LLC | 2,578 | $302.0K | 0.01% | −1,210−31.9% | Reduced |
| Financial Sense Advisors, Inc. | 2,584 | $302.0K | 0.10% | +2+0.1% | Added |
| Peak Asset Management, LLC | 2,581 | $302.0K | 0.07% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 2,590 | $303.0K | 0.35% | −321−11.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 2,587 | $303.0K | 0.17% | +500+24.0% | Added |
| Convergence Investment Partners, LLC | 2,597 | $304.0K | 0.15% | −99−3.7% | Reduced |
| Atwater Malick LLC | 2,602 | $304.0K | 0.14% | 00.0% | Unchanged |
| Brookmont Capital Management | 2,597 | $304.0K | 0.16% | +10.0% | Added |
| AllSquare Wealth Management LLC | 2,600 | $304.0K | 0.18% | +100+4.0% | Added |
| West Bancorporation Inc | 2,599 | $304.0K | 0.24% | +2,599 | New |
| Leo H. Evart, Inc. | 2,598 | $304.0K | 0.30% | +2,598 | New |
| Summit Trail Advisors, LLC | 2,609 | $305.0K | 0.02% | +2,609 | New |
| Cardinal Strategic Wealth Guidance | 2,613 | $306.0K | 0.14% | −132−4.8% | Reduced |
| Pflug Koory, LLC | 2,617 | $306.0K | 0.15% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 2,619 | $306.0K | 0.06% | +2,619 | New |
| Morton Capital Management LLC | 2,617 | $306.1K | 0.13% | +2,617 | New |
| Fermata Advisors, LLC | 2,624 | $308.0K | 0.11% | −288−9.9% | Reduced |
| Northwest Capital Management Inc | 3,258 | $309.0K | 0.15% | +131+4.2% | Added |
| Pure Financial Advisors, Inc. | 2,642 | $309.0K | 0.02% | +750+39.6% | Added |
| Continental Investors Services, Inc. | 3,402 | $309.0K | 0.82% | +3,402 | New |
| Prestige Wealth Management Group LLC | 2,655 | $310.0K | 0.07% | −2,533−48.8% | Reduced |
| First National Bank of South Miami | 2,652 | $310.0K | 0.19% | −404−13.2% | Reduced |
| Arete Wealth Advisors, LLC | 2,808 | $311.0K | 0.03% | −8,973−76.2% | Reduced |
| Cooper Financial Group | 2,659 | $311.0K | 0.12% | −1,553−36.9% | Reduced |
| LifeSteps Financial, Inc. | 2,663 | $311.0K | 0.22% | −56−2.1% | Reduced |
| Gradient Capital Advisors, LLC | 2,662 | $311.0K | 0.13% | +10.0% | Added |
| Indiana Trust & Investment Management CO | 2,655 | $311.0K | 0.14% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,660 | $311.0K | 0.08% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 2,659 | $311.0K | 0.02% | +2,659 | New |
| Osborne Partners Capital Management, LLC | 2,666 | $312.0K | 0.02% | +243+10.0% | Added |
| Lewis Capital Management, LLC | 2,666 | $312.0K | 0.33% | +2,666 | New |
| Blue Fin Capital, Inc. | 2,682 | $313.0K | 0.09% | −264−9.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,672 | $313.0K | 0.15% | +397+17.5% | Added |
| Hofer & Associates. Inc | 2,679 | $313.0K | 0.28% | +2,679 | New |
| Cedar Mountain Advisors, LLC | 2,685 | $314.0K | 0.10% | +10+0.4% | Added |
| Wealth Advisors of Iowa, LLC | 2,701 | $316.0K | 0.17% | −182−6.3% | Reduced |
| Monument Capital Management | 2,709 | $317.0K | 0.10% | −10.0% | Reduced |
| Key Financial Inc | 2,713 | $317.0K | 0.16% | +81+3.1% | Added |
| Integrity Financial Corp | 2,714 | $317.0K | 0.24% | +2,714 | New |
| Cadinha & Co LLC | 2,722 | $318.0K | 0.04% | −25,783−90.5% | Reduced |
| McAdam, LLC | 2,716 | $318.0K | 0.03% | −134−4.7% | Reduced |
| Family Firm, Inc. | 2,731 | $319.0K | 0.08% | +10+0.4% | Added |
| McAlister, Sweet & Associates, Inc. | 2,725 | $319.0K | 0.28% | +2,725 | New |
| Meridian Wealth Partners, LLC | 2,739 | $321.0K | 0.06% | +13+0.5% | Added |
| Copperleaf Capital, LLC | 2,743 | $321.0K | 0.28% | +455+19.9% | Added |
| Columbia Advisory Partners LLC | 2,756 | $322.0K | 0.32% | +2,756 | New |
| Terra Nova Asset Management LLC | 2,759 | $323.0K | 0.24% | −129−4.5% | Reduced |
| Aveo Capital Partners, LLC | 2,765 | $323.0K | 0.06% | −46−1.6% | Reduced |
| Cito Capital Group, LLC | 2,773 | $324.0K | 0.14% | +4+0.1% | Added |
| Webster Bank, N. A. | 2,777 | $325.0K | 0.03% | −462−14.3% | Reduced |
| One Charles Private Wealth Services, LLC | 2,776 | $325.0K | 0.19% | +10.0% | Added |
| Simon Quick Advisors, LLC | 2,784 | $326.0K | 0.09% | −169−5.7% | Reduced |
| ZWJ Investment Counsel Inc | 2,788 | $326.0K | 0.02% | −100−3.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,783 | $326.0K | 0.05% | +2,783 | New |
| VELA Investment Management, LLC | 2,792 | $327.0K | 0.22% | +2,792 | New |
| Round Table Services, LLC | 2,807 | $328.0K | 0.06% | −100−3.4% | Reduced |
| Coyle Financial Counsel LLC | 2,805 | $328.0K | 0.19% | +2,805 | New |
| Wealth Dimensions Group, Ltd. | 2,809 | $329.0K | 0.16% | −135−4.6% | Reduced |
| Baystate Wealth Management LLC | 2,816 | $329.0K | 0.03% | +48+1.7% | Added |
| Vista Wealth Management Group, LLC | 2,814 | $329.0K | 0.05% | +60+2.2% | Added |
| Wellington Shields & Co., LLC | 2,819 | $330.0K | 0.07% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 2,818 | $330.0K | 0.17% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,823 | $330.0K | 0.09% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 2,830 | $331.0K | 0.04% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 2,831 | $331.0K | 0.46% | 00.0% | Unchanged |
| Kings Point Capital Management | 2,837 | $332.0K | 0.03% | +186+7.0% | Added |
| West Oak Capital, LLC | 2,850 | $333.0K | 0.12% | −200−6.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,845 | $333.0K | 0.05% | −53−1.8% | Reduced |
| IFG Advisory, LLC | 2,855 | $334.0K | 0.03% | −95−3.2% | Reduced |
| Kanawha Capital Management LLC | 2,856 | $334.0K | 0.03% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 2,863 | $335.0K | 0.17% | +12+0.4% | Added |
| Sovereign Financial Group, Inc. | 2,864 | $335.0K | 0.14% | +54+1.9% | Added |
| ShankerValleau Wealth Advisors, Inc. | 2,879 | $337.0K | 0.19% | +2,879 | New |
| Cary Street Partners Asset Management LLC | 2,889 | $338.0K | 0.07% | −2−0.1% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 2,893 | $338.0K | 0.34% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,888 | $338.0K | 0.09% | +35+1.2% | Added |
| Bensler, LLC | 2,892 | $338.3K | 0.09% | +2,892 | New |
| ICICI Prudential Asset Management Co Ltd | 2,895 | $339.0K | 0.04% | +2,895 | New |
| First Pacific Advisors, LP | 2,910 | $340.0K | 0.00% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,917 | $341.0K | 0.02% | −1,676−36.5% | Reduced |
| Strategic Financial Partners, Ltd. | 2,926 | $342.0K | 0.17% | 00.0% | Unchanged |
| TCWP LLC | 2,924 | $342.0K | 0.07% | +2,924 | New |
| BetterWealth, LLC | 2,926 | $342.0K | 0.24% | +2,926 | New |