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, Q3 2023
Institutional positions in Starbucks Corp as of Sep 30, 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
- 2,308
- −18 vs. Q2 2023
- Shares held
- 808.3M
- −8.07M (−1.0%) vs. Q2 2023
- Total value
- $73.8B
- −$6.97B (−8.6%) vs. Q2 2023
- New holders
- 131
- 927 more added
- Sold out
- 149
- 947 more reduced
28 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Starbucks Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Virginia Wealth Management Group, Inc. | 2,799 | $255.4K | 0.17% | +16+0.6% | Added |
| GenTrust, LLC | 2,800 | $255.6K | 0.02% | 00.0% | Unchanged |
| Foundry Partners, LLC | 2,810 | $256.5K | 0.02% | −490−14.8% | Reduced |
| CGC Financial Services, LLC | 2,812 | $256.7K | 0.18% | −30−1.1% | Reduced |
| Bessemer Securities LLC | 2,820 | $257.0K | 0.36% | −1,100−28.1% | Reduced |
| Stonehearth Capital Management, LLC | 2,818 | $257.2K | 0.14% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 2,819 | $257.3K | 0.04% | +110+4.1% | Added |
| Bank of New Hampshire | 2,819 | $257.3K | 0.08% | −10−0.4% | Reduced |
| Eastern Bank | 2,826 | $257.9K | 0.01% | −257−8.3% | Reduced |
| Dougherty Wealth Advisers LLC | 2,831 | $258.4K | 0.30% | 00.0% | Unchanged |
| Centric Wealth Management | 2,831 | $258.4K | 0.11% | +2+0.1% | Added |
| Park National Corp | 2,833 | $258.6K | 0.01% | −29−1.0% | Reduced |
| Woodmont Investment Counsel LLC | 2,834 | $258.7K | 0.03% | −395−12.2% | Reduced |
| FinTrust Capital Advisors, LLC | 2,843 | $259.5K | 0.06% | −509−15.2% | Reduced |
| Moreno Evelyn V | 2,845 | $259.7K | 0.06% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,854 | $260.5K | 0.02% | −117−3.9% | Reduced |
| Burney Co | 2,858 | $260.9K | 0.01% | −8−0.3% | Reduced |
| Rational Advisors LLC | 2,859 | $260.9K | 0.02% | +752+35.7% | Added |
| Zevin Asset Management LLC | 2,855 | $261.0K | 0.05% | −25−0.9% | Reduced |
| Colonial Trust Co | 2,863 | $261.3K | 0.06% | +124+4.5% | Added |
| ShankerValleau Wealth Advisors, Inc. | 2,879 | $262.8K | 0.15% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,882 | $263.0K | 0.10% | −519−15.3% | Reduced |
| Atomi Financial Group, Inc. | 2,885 | $263.3K | 0.09% | +752+35.3% | Added |
| Advocate Group LLC | 2,885 | $263.3K | 0.06% | −776−21.2% | Reduced |
| Cedar Mountain Advisors, LLC | 2,885 | $263.3K | 0.08% | +160+5.9% | Added |
| Alliance Wealth Advisors, LLC | 2,887 | $263.5K | 0.19% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 2,891 | $263.9K | 0.30% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 2,894 | $264.1K | 0.17% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 2,896 | $264.3K | 0.03% | +2,896 | New |
| Avalon Trust Co | 2,900 | $264.7K | 0.03% | −350−10.8% | Reduced |
| Sageworth Trust Co of South Dakota | 2,900 | $264.7K | 0.58% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 2,901 | $264.8K | 0.25% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 2,904 | $265.0K | 0.09% | −132−4.3% | Reduced |
| Camden Capital, LLC | 2,908 | $265.4K | 0.03% | −300−9.4% | Reduced |
| Synergy Financial Management, LLC | 2,912 | $265.8K | 0.05% | +804+38.1% | Added |
| Family Firm, Inc. | 2,915 | $266.1K | 0.07% | +501+20.8% | Added |
| Insight Advisors, LLC | 2,917 | $266.3K | 0.06% | −900−23.6% | Reduced |
| REDW Wealth LLC | 2,919 | $266.4K | 0.08% | −20−0.7% | Reduced |
| Teamwork Financial Advisors, LLC | 2,921 | $266.6K | 0.04% | +160+5.8% | Added |
| BetterWealth, LLC | 2,926 | $267.0K | 0.11% | 00.0% | Unchanged |
| Strategic Financial Partners, Ltd. | 2,926 | $267.1K | 0.16% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,929 | $267.4K | 0.02% | −150−4.9% | Reduced |
| Drive Wealth Management, LLC | 2,934 | $267.7K | 0.10% | +230+8.5% | Added |
| Lineweaver Wealth Advisors, LLC | 2,941 | $268.5K | 0.08% | +101+3.6% | Added |
| Tempus Wealth Planning, LLC | 2,947 | $269.0K | 0.13% | −94−3.1% | Reduced |
| Endowment Wealth Management, Inc. | 2,957 | $269.8K | 0.24% | +335+12.8% | Added |
| Boltwood Capital Management | 2,976 | $271.6K | 0.10% | −150−4.8% | Reduced |
| Sage Rhino Capital LLC | 2,980 | $272.0K | 0.08% | +26+0.9% | Added |
| Private Advisory Group LLC | 2,981 | $272.1K | 0.05% | −959−24.3% | Reduced |
| S&T Bank | 2,995 | $273.0K | 0.05% | 00.0% | Unchanged |
| General Partner, Inc. | 2,996 | $273.4K | 0.24% | −2,000−40.0% | Reduced |
| UMA Financial Services, Inc. | 2,956 | $274.0K | 0.07% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 3,002 | $274.0K | 0.17% | 00.0% | Unchanged |
| Key Financial Inc | 3,003 | $274.1K | 0.09% | +26+0.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,007 | $274.4K | 0.14% | +2+0.1% | Added |
| Rosenberg Matthew Hamilton | 3,010 | $274.7K | 0.09% | −72−2.3% | Reduced |
| NTV Asset Management LLC | 3,015 | $275.2K | 0.05% | +122+4.2% | Added |
| Mayflower Financial Advisors, LLC | 3,350 | $275.2K | 0.04% | −362−9.8% | Reduced |
| Blackston Financial Advisory Group, LLC | 3,016 | $275.3K | 0.19% | −46−1.5% | Reduced |
| Annex Advisory Services, LLC | 3,022 | $275.8K | 0.02% | +186+6.6% | Added |
| Riverpark Capital Management LLC | 3,043 | $277.7K | 0.50% | +3,043 | New |
| Hills Bank & Trust Co | 3,046 | $278.0K | 0.03% | −10.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3,046 | $278.0K | 0.06% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 3,054 | $278.7K | 0.17% | +8+0.3% | Added |
| Carlson Capital Management | 3,076 | $280.7K | 0.02% | +980+46.8% | Added |
| Monterey Private Wealth, Inc. | 3,079 | $281.0K | 0.14% | −288−8.6% | Reduced |
| KFG Wealth Management, LLC | 3,083 | $281.4K | 0.15% | +241+8.5% | Added |
| Hillsdale Investment Management Inc. | 3,089 | $281.9K | 0.03% | +2,454+386.5% | Added |
| Ethos Financial Group, LLC | 3,091 | $282.1K | 0.07% | +716+30.1% | Added |
| Leavell Investment Management, Inc. | 3,109 | $284.0K | 0.02% | +7+0.2% | Added |
| Archer Investment Corp | 3,112 | $284.0K | 0.10% | +10.0% | Added |
| Waddell & Associates, LLC | 3,115 | $284.3K | 0.04% | −35−1.1% | Reduced |
| Quantamental Technologies LLC | 3,123 | $285.0K | 0.27% | −17,910−85.2% | Reduced |
| Mirabella Financial Services LLP | 3,127 | $285.4K | 0.04% | −1,309−29.5% | Reduced |
| American National Bank | 3,131 | $285.8K | 0.05% | −97−3.0% | Reduced |
| SC&H Financial Advisors, Inc. | 3,136 | $286.2K | 0.10% | +6+0.2% | Added |
| Indiana Trust & Investment Management CO | 3,145 | $287.0K | 0.14% | 00.0% | Unchanged |
| Key Bridge Compliance, LLC | 3,156 | $288.0K | 0.09% | +3,156 | New |
| First Interstate Bank | 3,158 | $288.2K | 0.02% | −281−8.2% | Reduced |
| Tanager Wealth Management LLP | 3,174 | $289.7K | 0.06% | +61+2.0% | Added |
| Alta Advisers Ltd | 3,200 | $292.1K | 0.17% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,202 | $292.3K | 0.08% | +5+0.2% | Added |
| CRA Financial Services, LLC | 3,203 | $292.3K | 0.08% | +135+4.4% | Added |
| Oxford Financial Group Ltd | 3,223 | $294.2K | 0.03% | −153−4.5% | Reduced |
| L2 Asset Management, LLC | 846 | $294.3K | 0.14% | −2,052−70.8% | Reduced |
| Enzi Wealth | 3,224 | $294.9K | 0.16% | −367−10.2% | Reduced |
| Apexium Financial, LP | 3,232 | $295.0K | 0.03% | −80−2.4% | Reduced |
| Fort Sheridan Advisors LLC | 3,238 | $295.5K | 0.07% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 3,240 | $295.7K | 0.09% | +3,240 | New |
| Fulton Breakefield Broenniman LLC | 3,243 | $296.0K | 0.03% | −2,235−40.8% | Reduced |
| Secure Asset Management, LLC | 3,248 | $296.4K | 0.09% | +787+32.0% | Added |
| Integrated Investment Consultants, LLC | 3,253 | $296.9K | 0.11% | −961−22.8% | Reduced |
| RPg Family Wealth Advisory, LLC | 3,269 | $298.3K | 0.12% | −125−3.7% | Reduced |
| Copperwynd Financial, LLC | 3,279 | $299.3K | 0.14% | −63−1.9% | Reduced |
| Riverview Trust Co | 3,289 | $300.2K | 0.27% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 3,305 | $301.6K | 0.04% | +97+3.0% | Added |
| Red Wave Investments LLC | 3,309 | $302.0K | 0.13% | +21+0.6% | Added |
| TMD Wealth Management, LLC | 3,310 | $302.1K | 0.09% | −400−10.8% | Reduced |
| Cladis Investment Advisory, LLC | 3,328 | $303.7K | 0.27% | +10.0% | Added |
| Saturna Capital CORP | 3,333 | $304.2K | 0.01% | 00.0% | Unchanged |