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, Q1 2023
Institutional positions in Starbucks Corp as of Mar 31, 2023. 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
- 2,375
- +88 vs. Q4 2022
- Shares held
- 816.7M
- −9.85M (−1.2%) vs. Q4 2022
- Total value
- $84.2B
- +$2.84B (+3.5%) vs. Q4 2022
- New holders
- 186
- 895 more added
- Sold out
- 98
- 1,017 more reduced
50 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Starbucks Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 268 | $27.9K | 0.00% | −15−5.3% | Reduced |
| Princeton Global Asset Management LLC | 276 | $28.7K | 0.01% | +276 | New |
| Raffa Wealth Management, LLC | 277 | $28.8K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 291 | $29.0K | 0.03% | +2+0.7% | Added |
| Red Tortoise LLC | 284 | $29.6K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 287 | $30.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 295 | $30.7K | 0.02% | 00.0% | Unchanged |
| Zeit Capital LLC | 296 | $30.8K | 0.03% | 00.0% | Unchanged |
| EMC Capital Management | 300 | $31.0K | 0.03% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 298 | $31.0K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 299 | $31.1K | 0.00% | +290+3,222.2% | Added |
| Blue Bell Private Wealth Management, LLC | 307 | $31.9K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 311 | $32.4K | 0.02% | +61+24.4% | Added |
| HHM Wealth Advisors, LLC | 317 | $33.0K | 0.01% | +23+7.8% | Added |
| DecisionPoint Financial, LLC | 325 | $33.8K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 332 | $34.6K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 347 | $36.1K | 0.02% | +49+16.4% | Added |
| Strategic Investment Solutions, Inc. | 358 | $37.2K | 0.01% | +358 | New |
| Morton Brown Family Wealth, LLC | 359 | $37.4K | 0.02% | +18+5.3% | Added |
| First Community Trust NA | 363 | $37.8K | 0.04% | −270−42.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 374 | $38.9K | 0.01% | +348+1,338.5% | Added |
| Antonetti Capital Management LLC | 375 | $39.0K | 0.06% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 368 | $39.5K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 382 | $39.8K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 397 | $40.2K | 0.04% | +397 | New |
| Compagnie Lombard Odier SCmA | 400 | $41.7K | 0.00% | −3,267−89.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 400 | $41.7K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $42.0K | 0.02% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 414 | $43.1K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 423 | $44.1K | 0.01% | +151+55.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 429 | $44.7K | 0.01% | +39+10.0% | Added |
| 25 LLC | 428 | $45.9K | 0.03% | +428 | New |
| Trivant Custom Portfolio Group, LLC | 445 | $46.3K | 0.03% | +445 | New |
| Cassady Schiller Wealth Management, LLC | 455 | $47.4K | 0.02% | −47−9.4% | Reduced |
| Gleason Group, Inc. | 459 | $47.8K | 0.01% | +3+0.7% | Added |
| Intelligent Financial Strategies | 460 | $47.9K | 0.04% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 460 | $48.0K | 0.02% | +283+159.9% | Added |
| Bangor Savings Bank | 473 | $49.3K | 0.01% | −6−1.3% | Reduced |
| Kalos Management, Inc. | 487 | $50.7K | 0.10% | +487 | New |
| West Financial Advisors, LLC | 497 | $51.8K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 500 | $52.1K | 0.02% | +500 | New |
| Rational Advisors LLC | 507 | $52.8K | 0.00% | +18+3.7% | Added |
| Mascoma Wealth Management LLC | 471 | $53.8K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 521 | $54.3K | 0.01% | −62−10.6% | Reduced |
| AXS Investments LLC | 526 | $54.8K | 0.02% | +102+24.1% | Added |
| Pin Oak Investment Advisors Inc | 542 | $56.0K | 0.07% | 00.0% | Unchanged |
| Earnest Partners LLC | 540 | $56.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 542 | $56.4K | 0.03% | +301+124.9% | Added |
| Evermay Wealth Management LLC | 591 | $61.5K | 0.01% | −9−1.5% | Reduced |
| Tucker Asset Management LLC | 594 | $61.9K | 0.02% | +323+119.2% | Added |
| Rise Advisors, LLC | 598 | $62.3K | 0.05% | +2+0.3% | Added |
| Foster Dykema Cabot & Co Inc | 602 | $63.0K | 0.01% | +602 | New |
| Pacific Center for Financial Services | 611 | $63.6K | 0.02% | +611 | New |
| Ellevest, Inc. | 611 | $63.6K | 0.00% | −727−54.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 620 | $64.6K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 625 | $65.0K | 0.03% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 628 | $65.4K | 0.00% | +628 | New |
| Hillsdale Investment Management Inc. | 635 | $66.1K | 0.01% | −750−54.2% | Reduced |
| Armstrong Advisory Group, Inc | 661 | $68.8K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 664 | $69.1K | 0.02% | +14+2.2% | Added |
| Catalyst Capital Advisors LLC | 676 | $70.4K | 0.00% | −220−24.6% | Reduced |
| PrairieView Partners, LLC | 688 | $71.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 682 | $71.0K | 0.03% | +46+7.2% | Added |
| LFA - Lugano Financial Advisors SA | 690 | $71.8K | 0.05% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 691 | $71.9K | 0.02% | −26−3.6% | Reduced |
| Accel Wealth Management | 700 | $72.9K | 0.03% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 720 | $73.0K | 0.03% | +3+0.4% | Added |
| Ofi Invest Asset Management | 7,618,359 | $73.2K | 0.38% | +7,618,359 | New |
| Barrett & Company, Inc. | 705 | $73.4K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 710 | $73.9K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 713 | $74.0K | 0.06% | −150−17.4% | Reduced |
| Sound Income Strategies, LLC | 720 | $75.0K | 0.01% | −113−13.6% | Reduced |
| Covestor Ltd | 718 | $75.0K | 0.07% | −97−11.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 750 | $75.0K | 0.03% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 726 | $75.6K | 0.06% | +31+4.5% | Added |
| Financial Connections Group, Inc. | 740 | $77.0K | 0.05% | +340+85.0% | Added |
| ZRC Wealth Management, LLC | 745 | $77.5K | 0.07% | +745 | New |
| Lee Financial Co | 756 | $78.7K | 0.01% | +82+12.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 769 | $80.1K | 0.07% | +3+0.4% | Added |
| Avion Wealth | 824 | $81.0K | 0.02% | +21+2.6% | Added |
| Country Trust Bank | 796 | $82.9K | 0.00% | +256+47.4% | Added |
| Orion Capital Management LLC | 808 | $84.1K | 0.06% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 830 | $86.4K | 0.07% | +830 | New |
| DT Investment Partners, LLC | 777 | $89.0K | 0.01% | −75−8.8% | Reduced |
| Register Financial Advisors LLC | 873 | $90.9K | 0.07% | +300+52.4% | Added |
| MB, Levis & Associates, LLC | 894 | $93.1K | 0.06% | +2+0.2% | Added |
| Your Advocates Ltd., LLP | 914 | $95.2K | 0.05% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 965 | $100.5K | 0.02% | +3+0.3% | Added |
| LeJeune Puetz Investment Counsel LLC | 971 | $101.1K | 0.04% | +971 | New |
| Bellwether Advisors, LLC | 978 | $101.8K | 0.03% | +1+0.1% | Added |
| Piscataqua Savings Bank | 985 | $102.6K | 0.09% | +100+11.3% | Added |
| Beacon Capital Management, LLC | 995 | $103.6K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,011 | $105.0K | 0.03% | −286−22.1% | Reduced |
| Old North State Trust, LLC | 1,021 | $106.0K | 0.07% | +46+4.7% | Added |
| Kozak & Associates, Inc. | 1,032 | $107.5K | 0.05% | +3+0.3% | Added |
| Highlander Capital Management, LLC | 1,050 | $109.0K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,055 | $109.9K | 0.03% | −3,800−78.3% | Reduced |
| Kapitalo Investimentos Ltda | 1,060 | $110.4K | 0.04% | +1,060 | New |
| Global Trust Asset Management, LLC | 1,072 | $111.6K | 0.05% | +4+0.4% | Added |
| Financial Management Professionals, Inc. | 1,122 | $117.0K | 0.02% | +194+20.9% | Added |