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 2023
Institutional positions in Starbucks Corp as of Dec 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
- 2,463
- +198 vs. Q3 2023
- Shares held
- 818.8M
- +13.2M (+1.6%) vs. Q3 2023
- Total value
- $78.5B
- +$4.93B (+6.7%) vs. Q3 2023
- New holders
- 307
- 971 more added
- Sold out
- 109
- 943 more reduced
42 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 2,446 | $74.8B |
| Q4 2023 | 2,463 | $78.5B |
| Q3 2023 | 2,307 | $73.8B |
| Q2 2023 | 2,353 | $81.1B |
| Q1 2023 | 2,374 | $84.2B |
| Q4 2022 | 2,336 | $81.6B |
| Q3 2022 | 2,165 | $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 2023
Shares, value and share of portfolio for each institution holding Starbucks Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 5,737 | $551.0K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 5,754 | $552.4K | 0.06% | −372−6.1% | Reduced |
| Desjardins Global Asset Management Inc. | 5,755 | $552.5K | 0.06% | −109−1.9% | Reduced |
| Optas, LLC | 5,769 | $553.9K | 0.17% | +59+1.0% | Added |
| Fulcrum Capital LLC | 5,784 | $555.3K | 0.14% | −200−3.3% | Reduced |
| Strategy Asset Managers LLC | 5,786 | $555.5K | 0.13% | +38+0.7% | Added |
| Lecap Asset Management Ltd | 5,814 | $558.2K | 0.20% | +5,814 | New |
| Monument Capital Management | 5,825 | $559.3K | 0.18% | +972+20.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 5,829 | $559.6K | 0.11% | +23+0.4% | Added |
| Baker Ellis Asset Management LLC | 5,859 | $562.5K | 0.09% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 5,860 | $562.6K | 0.02% | +5,860 | New |
| Rede Wealth, LLC | 5,895 | $566.0K | 0.27% | −245−4.0% | Reduced |
| Cookson Peirce & Co Inc | 5,903 | $567.0K | 0.03% | +543+10.1% | Added |
| WMS Partners, LLC | 5,910 | $567.4K | 0.04% | −269−4.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,921 | $568.5K | 0.28% | +279+4.9% | Added |
| Walter & Keenan Financial Consulting Co | 5,925 | $568.9K | 0.20% | 00.0% | Unchanged |
| Invesco, LLC | 5,972 | $573.4K | 0.27% | +501+9.2% | Added |
| AMG National Trust Bank | 5,990 | $575.1K | 0.02% | −554−8.5% | Reduced |
| Belmont Capital, LLC | 5,992 | $575.3K | 0.25% | −1,897−24.0% | Reduced |
| Forum Financial Management, LP | 6,005 | $576.6K | 0.01% | −683−10.2% | Reduced |
| Principal Street Partners, LLC | 6,016 | $577.5K | 0.14% | −5,992−49.9% | Reduced |
| Soundmark Wealth Management, LLC | 6,030 | $579.0K | 0.29% | +11+0.2% | Added |
| Empire Financial Management Company, LLC | 6,042 | $580.1K | 0.23% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 6,050 | $581.0K | 0.48% | +6,050 | New |
| Alera Investment Advisors, LLC | 6,074 | $583.2K | 0.08% | −121−2.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,079 | $583.6K | 0.19% | +728+13.6% | Added |
| Strait & Sound Wealth Management LLC | 6,378 | $585.3K | 0.37% | −136−2.1% | Reduced |
| B&D White Capital Company, LLC | 6,100 | $585.7K | 0.18% | +6,100 | New |
| Founders Financial Securities LLC | 6,107 | $586.4K | 0.07% | +219+3.7% | Added |
| Jackson Square Capital, LLC | 6,120 | $587.6K | 0.19% | −18−0.3% | Reduced |
| Berger Financial Group, Inc | 6,130 | $588.5K | 0.06% | −39−0.6% | Reduced |
| Patten & Patten Inc | 6,130 | $588.5K | 0.05% | +73+1.2% | Added |
| Atomi Financial Group, Inc. | 6,141 | $589.6K | 0.08% | +3,256+112.9% | Added |
| HM Payson & Co | 6,163 | $591.7K | 0.01% | −250−3.9% | Reduced |
| TSFG, LLC | 6,202 | $595.0K | 0.19% | −137−2.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,199 | $595.1K | 0.18% | +1,453+30.6% | Added |
| WealthPlan Investment Management, LLC | 6,202 | $595.4K | 0.10% | +30.0% | Added |
| Keebeck Wealth Management, LLC | 6,205 | $595.7K | 0.10% | +10.0% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 6,213 | $596.5K | 0.03% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 6,400 | $596.7K | 0.45% | −300−4.5% | Reduced |
| Salem Investment Counselors Inc | 6,215 | $596.7K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 6,224 | $597.5K | 0.07% | +34+0.5% | Added |
| Nicholas Hoffman & Company, LLC. | 6,239 | $599.0K | 0.04% | +858+15.9% | Added |
| GFG Capital, LLC | 6,240 | $599.1K | 0.16% | −17−0.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 6,266 | $599.4K | 0.24% | −1,143−15.4% | Reduced |
| Jag Capital Management, LLC | 6,251 | $600.2K | 0.09% | −15,502−71.3% | Reduced |
| Simplicity Wealth,LLC | 6,272 | $602.2K | 0.23% | +6,272 | New |
| Headinvest, LLC | 6,279 | $602.8K | 0.13% | +10.0% | Added |
| Roundview Capital LLC | 6,307 | $605.5K | 0.06% | −11,957−65.5% | Reduced |
| Trust Co | 6,318 | $606.6K | 0.08% | +965+18.0% | Added |
| Y.D. More Investments Ltd | 6,348 | $608.9K | 0.12% | +2,118+50.1% | Added |
| Blossom Wealth Management | 6,363 | $610.9K | 1.65% | −63−1.0% | Reduced |
| Oxbow Advisors, LLC | 6,367 | $611.3K | 0.09% | −34−0.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,374 | $612.0K | 0.08% | −4,039−38.8% | Reduced |
| Exencial Wealth Advisors, LLC | 6,387 | $613.3K | 0.03% | +1,014+18.9% | Added |
| Wexford Capital LP | 6,395 | $614.0K | 0.13% | +6,395 | New |
| Sompo Asset Management Co., Ltd. | 6,410 | $615.4K | 0.11% | +160+2.6% | Added |
| Bedel Financial Consulting, Inc. | 6,423 | $616.7K | 0.11% | +132+2.1% | Added |
| Evernest Financial Advisors, LLC | 6,425 | $616.9K | 0.31% | +6,425 | New |
| McDonald Partners LLC | 6,427 | $617.0K | 0.18% | −1,773−21.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 6,466 | $620.8K | 0.08% | +278+4.5% | Added |
| Dohj, LLC | 6,485 | $622.6K | 0.18% | −2,254−25.8% | Reduced |
| Avestar Capital, LLC | 6,485 | $622.7K | 0.08% | +1,847+39.8% | Added |
| GAMMA Investing LLC | 6,695 | $622.8K | 0.17% | +6,695 | New |
| Palumbo Wealth Management LLC | 6,489 | $623.0K | 0.32% | +4,239+188.4% | Added |
| Marathon Capital Management | 6,515 | $625.5K | 0.16% | −350−5.1% | Reduced |
| Red Spruce Capital, LLC | 6,516 | $625.6K | 0.32% | −61−0.9% | Reduced |
| RiverPark Advisors, LLC | 6,530 | $626.9K | 0.58% | +2,359+56.6% | Added |
| Cape Investment Advisory, Inc. | 6,530 | $626.9K | 0.31% | +4,343+198.6% | Added |
| Nichols & Pratt Advisers LLP | 6,530 | $626.9K | 0.04% | −510−7.2% | Reduced |
| Ingalls & Snyder LLC | 6,545 | $628.0K | 0.03% | +160+2.5% | Added |
| Premier Path Wealth Partners, LLC | 6,558 | $628.2K | 0.14% | +6,558 | New |
| Optimum Investment Advisors | 6,555 | $629.3K | 0.32% | −863−11.6% | Reduced |
| Proathlete Wealth Management LLC | 6,557 | $629.6K | 0.37% | +6,557 | New |
| Personal Cfo Solutions, LLC | 6,567 | $630.6K | 0.11% | +537+8.9% | Added |
| JBR Co Financial Management Inc | 6,578 | $631.6K | 0.59% | +6,578 | New |
| Blume Capital Management, Inc. | 6,600 | $633.7K | 0.17% | 00.0% | Unchanged |
| TFG Advisers LLC | 6,600 | $633.7K | 0.27% | +43+0.7% | Added |
| Parker Financial LLC | 6,633 | $636.8K | 0.40% | −264−3.8% | Reduced |
| Alpha Family Trust | 6,655 | $638.9K | 0.43% | 00.0% | Unchanged |
| Montecito Bank & Trust | 6,667 | $640.1K | 0.14% | −455−6.4% | Reduced |
| GHP Investment Advisors, Inc. | 6,675 | $640.8K | 0.03% | −1,284−16.1% | Reduced |
| Aries Wealth Management | 6,688 | $642.1K | 0.23% | −29−0.4% | Reduced |
| Rehmann Capital Advisory Group | 6,688 | $642.1K | 0.05% | −1,334−16.6% | Reduced |
| Granite Bay Wealth Management, LLC | 6,604 | $643.0K | 0.01% | +19+0.3% | Added |
| Apella Capital, LLC | 6,903 | $645.8K | 0.04% | +1,709+32.9% | Added |
| Moss Adams Wealth Advisors LLC | 6,747 | $647.8K | 0.14% | −4,531−40.2% | Reduced |
| MWA Asset Management | 6,750 | $648.1K | 0.54% | +351+5.5% | Added |
| Palogic Value Management, L.P. | 6,760 | $649.0K | 0.29% | +779+13.0% | Added |
| Red Lighthouse Investment Management, LLC | 6,775 | $650.5K | 0.27% | −58−0.8% | Reduced |
| TBH Global Asset Management, LLC | 6,812 | $654.0K | 0.13% | −286−4.0% | Reduced |
| Compass Ion Advisors, LLC | 6,821 | $654.9K | 0.10% | +86+1.3% | Added |
| Garrison Point Advisors, LLC | 6,831 | $655.9K | 0.46% | −100−1.4% | Reduced |
| DDD Partners, LLC | 6,836 | $656.3K | 0.09% | −475−6.5% | Reduced |
| Perennial Investment Advisors, LLC | 6,858 | $658.3K | 0.11% | +45+0.7% | Added |
| World Equity Group, Inc. | 6,868 | $659.4K | 0.13% | −216−3.0% | Reduced |
| Miracle Mile Advisors, LLC | 6,890 | $661.5K | 0.02% | +2,676+63.5% | Added |
| KRS Capital Management, LLC | 6,897 | $662.2K | 0.62% | −492−6.7% | Reduced |
| Pittenger & Anderson Inc | 6,900 | $662.5K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,915 | $663.9K | 0.12% | +1,015+17.2% | Added |