Skip to main content

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.

Institutional holdersQ3 2023: 2,308 institutions
Q1 2021: 2,237 institutionsQ2 2021: 2,255 institutionsQ3 2021: 2,256 institutionsQ4 2021: 2,417 institutionsQ1 2022: 2,277 institutionsQ2 2022: 2,145 institutionsQ3 2022: 2,166 institutionsQ4 2022: 2,337 institutionsQ1 2023: 2,375 institutionsQ2 2023: 2,354 institutionsQ3 2023: 2,308 institutionsQ4 2023: 2,464 institutionsQ1 2024: 2,447 institutionsQ2 2024: 2,260 institutionsQ3 2024: 2,339 institutionsQ4 2024: 2,408 institutionsQ1 2025: 2,405 institutionsQ2 2025: 2,344 institutionsQ3 2025: 2,267 institutionsQ4 2025: 2,330 institutionsQ1 2026: 2,351 institutionsQ2 2026: 2,405 institutions
Value heldQ3 2023: $73.8B
Q1 2021: $89.9BQ2 2021: $91.6BQ3 2021: $90.1BQ4 2021: $93.6BQ1 2022: $71.4BQ2 2022: $60.2BQ3 2022: $68.3BQ4 2022: $81.6BQ1 2023: $84.2BQ2 2023: $81.1BQ3 2023: $73.8BQ4 2023: $78.5BQ1 2024: $74.8BQ2 2024: $65.8BQ3 2024: $85.0BQ4 2024: $80.6BQ1 2025: $90.4BQ2 2025: $87.3BQ3 2025: $77.8BQ4 2025: $80.0BQ1 2026: $85.5BQ2 2026: $99.6B
Institutions holding SBUX and their total value by quarter
QuarterHoldersValue
Q2 20262,405$99.6B
Q1 20262,351$85.5B
Q4 20252,330$80.0B
Q3 20252,267$77.8B
Q2 20252,344$87.3B
Q1 20252,405$90.4B
Q4 20242,408$80.6B
Q3 20242,339$85.0B
Q2 20242,260$65.8B
Q1 20242,447$74.8B
Q4 20232,464$78.5B
Q3 20232,308$73.8B
Q2 20232,354$81.1B
Q1 20232,375$84.2B
Q4 20222,337$81.6B
Q3 20222,166$68.3B
Q2 20222,145$60.2B
Q1 20222,277$71.4B
Q4 20212,417$93.6B
Q3 20212,256$90.1B
Q2 20212,255$91.6B
Q1 20212,237$89.9B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Starbucks Corp; share changes are against Q2 2023.

Institutions holding SBUX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Soundmark Wealth Management, LLC6,019$549.4K0.31%−65−1.1%Reduced
FourThought Financial Partners, LLC6,029$550.3K0.08%−188−3.0%Reduced
Personal Cfo Solutions, LLC6,030$550.4K0.11%+1,468+32.2%Added
Empire Financial Management Company, LLC6,042$551.5K0.24%00.0%Unchanged
SageView Advisory Group, LLC6,056$552.7K0.03%−10,428−63.3%Reduced
Patten & Patten Inc6,057$552.8K0.05%−232−3.7%Reduced
Wealth Quarterback LLC6,083$555.2K0.48%+6,083New
ICA Group Wealth Management, LLC6,087$555.5K0.16%+785+14.8%Added
Levin Capital Strategies, L.P.6,126$559.1K0.07%00.0%Unchanged
Jackson Square Capital, LLC6,138$560.2K0.22%+2,135+53.3%Added
Rede Wealth, LLC6,140$560.4K0.28%−444−6.7%Reduced
Berger Financial Group, Inc6,169$563.1K0.06%−145−2.3%Reduced
WMS Partners, LLC6,179$564.0K0.04%+99+1.6%Added
Steigerwald, Gordon & Koch Inc.6,188$564.8K0.09%+143+2.4%Added
PDS Planning, Inc6,190$564.9K0.07%−36−0.6%Reduced
Alera Investment Advisors, LLC6,195$565.4K0.09%−26−0.4%Reduced
WealthPlan Investment Management, LLC6,199$565.7K0.10%+1,126+22.2%Added
Neo Ivy Capital Management6,204$566.0K0.25%+6,204New
Keebeck Wealth Management, LLC6,204$566.2K0.10%+119+2.0%Added
ABLE Financial Group, LLC6,205$566.3K0.28%−5,565−47.3%Reduced
Giverny Capital Inc.SuperinvestorGiverny Capital6,213$567.1K0.03%00.0%Unchanged
Salem Investment Counselors Inc6,215$567.2K0.02%−242−3.7%Reduced
Triad Financial Advisors, Inc.6,240$569.5K0.20%+27+0.4%Added
Sompo Asset Management Co., Ltd.6,250$570.4K0.12%+1,410+29.1%Added
GFG Capital, LLC6,257$571.1K0.19%00.0%Unchanged
J.W. Cole Advisors, Inc.6,258$571.2K0.04%−166−2.6%Reduced
Headinvest, LLC6,278$572.1K0.12%00.0%Unchanged
Fox Run Management, L.L.C.6,278$573.0K0.17%−1,154−15.5%Reduced
Bedel Financial Consulting, Inc.6,291$574.2K0.12%+20.0%Added
Bedel Financial Consulting Inc6,291$574.2K0.12%+6,291New
David Loasby6,332$577.2K0.06%+140+2.3%Added
TSFG, LLC6,339$579.0K0.21%+14+0.2%Added
Colonial River Wealth Management, LLC6,354$579.9K0.38%−326−4.9%Reduced
Ingalls & Snyder LLC6,385$583.0K0.03%+4+0.1%Added
Penserra Capital Management LLC6,413$584.0K0.01%−575,095−98.9%Reduced
MWA Asset Management6,399$584.0K0.56%+6,399New
Oxbow Advisors, LLC6,401$584.2K0.09%−24−0.4%Reduced
HM Payson & Co6,413$585.3K0.01%−54−0.8%Reduced
Blossom Wealth Management6,426$586.5K1.88%+315+5.2%Added
Ameritas Advisory Services, LLC6,263$587.1K0.03%−400−6.0%Reduced
Forte Capital LLC6,462$589.7K0.09%−363−5.3%Reduced
Goodwin Daniel L6,500$593.3K0.29%00.0%Unchanged
Texas Yale Capital Corp.6,506$593.8K0.03%00.0%Unchanged
Strait & Sound Wealth Management LLC6,514$594.5K0.51%+701+12.1%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors6,526$595.6K0.14%−1,073−14.1%Reduced
AMG National Trust Bank6,544$597.3K0.02%−461−6.6%Reduced
TFG Advisers LLC6,557$598.5K0.28%+33+0.5%Added
Northern Oak Wealth Management Inc6,561$598.8K0.07%00.0%Unchanged
Northern Financial Advisors Inc6,564$599.1K0.55%+437+7.1%Added
Red Spruce Capital, LLC6,577$600.3K0.34%−93−1.4%Reduced
Blume Capital Management, Inc.6,600$602.4K0.18%00.0%Unchanged
Hayek Kallen Investment Management6,614$604.0K0.27%00.0%Unchanged
Pinnacle West Asset Management, Inc.6,635$606.0K0.59%+385+6.2%Added
Guardian Wealth Advisors, LLC6,650$607.0K0.10%+599+9.9%Added
Sentry Investment Management LLC6,650$607.0K0.29%−6,066−47.7%Reduced
Alpha Family Trust6,655$607.4K0.46%00.0%Unchanged
Forum Financial Management, LP6,688$610.4K0.01%+229+3.5%Added
Buckingham Strategic Partners6,711$612.6K0.03%+92+1.4%Added
Lakeview Capital Partners, LLC6,718$613.1K0.12%−1,887−21.9%Reduced
Compass Ion Advisors, LLC6,735$614.7K0.11%+6,735New
Perennial Investment Advisors, LLC6,813$621.8K0.11%+30.0%Added
China Universal Asset Management Co., Ltd.6,825$622.9K0.18%−1,966−22.4%Reduced
Red Lighthouse Investment Management, LLC6,833$623.6K0.29%+72+1.1%Added
Mendel Money Management6,834$623.7K0.33%00.0%Unchanged
Marathon Capital Management6,865$626.6K0.16%−20−0.3%Reduced
Aries Wealth Management6,717$629.0K0.25%+164+2.5%Added
Private Ocean, LLC6,896$629.4K0.08%−722−9.5%Reduced
Parker Financial LLC6,897$629.5K0.44%−181−2.6%Reduced
Pittenger & Anderson Inc6,900$629.7K0.03%−4−0.1%Reduced
Fidelis Capital Partners, LLC6,903$630.1K0.22%+418+6.4%Added
Ostrum Asset Management6,919$631.5K0.06%−3,477−33.4%Reduced
Garrison Point Advisors, LLC6,931$632.6K0.49%+51+0.7%Added
Gsa Capital Partners LLP6,951$634.0K0.05%+6,951New
Financial Council Asset Management Inc6,956$634.9K0.51%00.0%Unchanged
Arbor Capital Management Inc6,700$635.3K0.57%00.0%Unchanged
Traynor Capital Management, Inc.6,966$635.8K0.09%+119+1.7%Added
Tevis Investment Management6,974$636.5K0.65%−3,361−32.5%Reduced
Samalin Investment Counsel, LLC6,979$636.9K0.37%−398−5.4%Reduced
Allied Investment Advisors, LLC6,981$637.2K0.19%−649−8.5%Reduced
Tolleson Wealth Management, Inc.7,010$640.0K0.15%−3,281−31.9%Reduced
Opus Capital Group, LLC7,012$640.0K0.11%−547−7.2%Reduced
Delta Financial Group, Inc.7,008$640.0K0.22%+7,008New
Orca Investment Management, LLC7,028$641.4K0.71%+597+9.3%Added
Glassman Wealth Services7,029$641.6K0.10%+3,014+75.1%Added
Richard W. Paul & Associates, LLC7,038$642.3K0.29%+638+10.0%Added
Nichols & Pratt Advisers LLP7,040$642.5K0.05%−2,805−28.5%Reduced
StoneX Group Inc.7,064$644.7K0.07%+1,258+21.7%Added
Peoples Bank7,065$644.8K0.55%+7,065New
Granite Bay Wealth Management, LLC6,585$646.0K0.01%+6,585New
Beese Fulmer Investment Management, Inc.7,092$647.3K0.07%00.0%Unchanged
TBH Global Asset Management, LLC7,098$647.8K0.12%−233−3.2%Reduced
PenderFund Capital Management Ltd.5,230$648.0K0.19%00.0%Unchanged
Abn Amro Investment Solutions7,103$648.3K0.01%+39+0.6%Added
Salvus Wealth Management, LLC7,112$649.1K0.51%−848−10.7%Reduced
Montecito Bank & Trust7,122$650.0K0.15%+382+5.7%Added
World Equity Group, Inc.7,084$650.2K0.14%+4,089+136.5%Added
Cardiff Park Advisors, LLC7,148$652.4K0.08%−30−0.4%Reduced
Powers Advisory Group, LLC7,149$652.5K0.44%+21+0.3%Added
Capital Wealth Planning, LLC7,175$654.9K0.01%−1,648,300−99.6%Reduced
City State Bank7,204$657.0K0.36%−10−0.1%Reduced