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 |
|---|---|---|---|---|---|
| New England Research & Management, Inc. | 6,920 | $664.0K | 0.35% | −10,375−60.0% | Reduced |
| PenderFund Capital Management Ltd. | 5,230 | $665.4K | 0.22% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 6,942 | $666.5K | 0.08% | −24−0.3% | Reduced |
| Ostrum Asset Management | 6,948 | $667.1K | 0.06% | +29+0.4% | Added |
| Peoples Bank | 6,955 | $667.7K | 0.53% | −110−1.6% | Reduced |
| Financial Council Asset Management Inc | 6,956 | $667.8K | 0.45% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 6,960 | $668.0K | 0.57% | +325+4.9% | Added |
| Stiles Financial Services Inc | 6,970 | $669.2K | 0.30% | −457−6.2% | Reduced |
| Samalin Investment Counsel, LLC | 6,975 | $669.7K | 0.34% | −4−0.1% | Reduced |
| Allied Investment Advisors, LLC | 6,981 | $670.2K | 0.18% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 6,984 | $671.0K | 0.11% | −28−0.4% | Reduced |
| Tevis Investment Management | 6,992 | $671.3K | 0.62% | +18+0.3% | Added |
| Alta Wealth Advisors LLC | 7,006 | $672.6K | 0.38% | −277−3.8% | Reduced |
| Glassman Wealth Services | 7,033 | $675.3K | 0.10% | +4+0.1% | Added |
| Boothbay Fund Management, LLC | 7,048 | $676.7K | 0.03% | −34,400−83.0% | Reduced |
| Salvus Wealth Management, LLC | 7,051 | $677.0K | 0.48% | −61−0.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 7,068 | $678.6K | 0.20% | +7,068 | New |
| Beese Fulmer Investment Management, Inc. | 7,092 | $680.9K | 0.07% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 7,098 | $681.0K | 0.21% | +90+1.3% | Added |
| Capital Wealth Planning, LLC | 7,097 | $681.4K | 0.01% | −78−1.1% | Reduced |
| Richard W. Paul & Associates, LLC | 7,110 | $682.7K | 0.29% | +72+1.0% | Added |
| Sterling Investment Counsel, LLC | 7,114 | $683.0K | 0.35% | −113−1.6% | Reduced |
| St Germain D J Co Inc | 7,130 | $684.6K | 0.04% | +1,500+26.6% | Added |
| Cardiff Park Advisors, LLC | 7,152 | $686.7K | 0.08% | +4+0.1% | Added |
| J.W. Cole Advisors, Inc. | 7,159 | $687.4K | 0.04% | +901+14.4% | Added |
| Steward Partners Investment Solutions, LLC | 7,174 | $688.8K | 0.29% | +7,174 | New |
| Catalyst Financial Partners LLC | 7,198 | $691.1K | 0.20% | −655−8.3% | Reduced |
| Argent Capital Management LLC | 7,200 | $691.3K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 7,210 | $692.2K | 0.15% | +1,123+18.4% | Added |
| Machina Capital S.A.S. | 7,215 | $692.7K | 0.45% | +7,215 | New |
| Skopos Labs, Inc. | 7,219 | $693.1K | 0.33% | +7,219 | New |
| Ensemble Capital Management, LLC | 7,226 | $693.8K | 0.06% | −10.0% | Reduced |
| Summit X, LLC | 7,230 | $694.4K | 0.20% | −17−0.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,238 | $694.9K | 0.35% | −1,015−12.3% | Reduced |
| Keebeck Alpha, LP | 7,244 | $695.5K | 0.55% | +7,244 | New |
| Mendel Money Management | 7,254 | $696.5K | 0.33% | +420+6.1% | Added |
| Cooper Financial Group | 7,256 | $696.6K | 0.13% | +1,542+27.0% | Added |
| MKT Advisors LLC | 7,505 | $697.9K | 0.46% | −20.0% | Reduced |
| Texas Yale Capital Corp. | 7,278 | $698.8K | 0.03% | +772+11.9% | Added |
| Powers Advisory Group, LLC | 7,282 | $699.1K | 0.43% | +133+1.9% | Added |
| Prelude Capital Management, LLC | 7,294 | $700.3K | 0.06% | +7,294 | New |
| Howland Capital Management LLC | 7,324 | $703.2K | 0.04% | +60+0.8% | Added |
| Alhambra Investment Partners LLC | 7,341 | $704.8K | 0.42% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 7,397 | $710.2K | 0.18% | +151+2.1% | Added |
| Inspirion Wealth Advisors, LLC | 7,593 | $711.2K | 0.13% | +200+2.7% | Added |
| Regal Investment Advisors LLC | 7,415 | $711.9K | 0.05% | −481−6.1% | Reduced |
| Napatree Capital LLC | 7,415 | $711.9K | 0.71% | +7,415 | New |
| V-Square Quantitative Management LLC | 7,469 | $717.1K | 0.17% | +5,469+273.5% | Added |
| Buckingham Strategic Partners | 7,490 | $719.2K | 0.03% | +779+11.6% | Added |
| Orca Investment Management, LLC | 7,494 | $719.5K | 0.69% | +466+6.6% | Added |
| Smithfield Trust Co | 7,506 | $720.0K | 0.04% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 7,517 | $722.0K | 0.27% | −300−3.8% | Reduced |
| Stonebrook Private Inc. | 7,525 | $722.5K | 0.24% | +7,525 | New |
| Northern Financial Advisors Inc | 7,544 | $724.3K | 0.61% | +980+14.9% | Added |
| Davidson Trust Co | 7,568 | $726.6K | 0.47% | −399−5.0% | Reduced |
| FRG Family Wealth Advisors LLC | 7,580 | $727.7K | 0.15% | −75−1.0% | Reduced |
| Portfolio Design Labs, LLC | 7,598 | $729.5K | 0.28% | +7,598 | New |
| Park Place Capital Corp | 7,614 | $731.0K | 0.29% | −87−1.1% | Reduced |
| XML Financial, LLC | 7,617 | $731.3K | 0.08% | +304+4.2% | Added |
| Centaurus Financial, Inc. | 7,629 | $732.0K | 0.06% | +216+2.9% | Added |
| Cobblestone Capital Advisors LLC | 7,648 | $734.3K | 0.05% | −213−2.7% | Reduced |
| Strategic Blueprint, LLC | 7,670 | $736.4K | 0.06% | −766−9.1% | Reduced |
| Brown Capital Management LLC | 7,691 | $738.4K | 0.01% | −1,056−12.1% | Reduced |
| Daymark Wealth Partners, LLC | 7,692 | $738.5K | 0.05% | −220−2.8% | Reduced |
| Nabity-Jensen Investment Management Inc | 7,717 | $740.9K | 0.67% | +7,717 | New |
| CoreCap Advisors, LLC | 7,720 | $741.2K | 0.05% | +62+0.8% | Added |
| Moseley Investment Management Inc | 7,726 | $741.8K | 0.41% | −351−4.3% | Reduced |
| Proficio Capital Partners LLC | 7,736 | $742.8K | 0.09% | +230+3.1% | Added |
| Plimoth Trust Co LLC | 7,765 | $745.5K | 0.22% | 00.0% | Unchanged |
| Forte Capital LLC | 7,843 | $753.0K | 0.10% | +1,381+21.4% | Added |
| Three Bridge Wealth Advisors, LLC | 7,848 | $753.5K | 0.26% | −1,584−16.8% | Reduced |
| PYA Waltman Capital, LLC | 7,859 | $754.6K | 0.31% | +516+7.0% | Added |
| Retirement Planning Co of New England, Inc. | 7,875 | $756.1K | 0.34% | +317+4.2% | Added |
| Kovack Advisors, Inc. | 7,879 | $756.5K | 0.09% | +277+3.6% | Added |
| Raab & Moskowitz Asset Management LLC | 7,883 | $756.9K | 0.24% | −1,838−18.9% | Reduced |
| Capital Planning LLC | 7,893 | $757.8K | 0.27% | +44+0.6% | Added |
| Interchange Capital Partners, LLC | 7,882 | $758.4K | 0.57% | −70−0.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,902 | $758.7K | 0.28% | +2,150+37.4% | Added |
| Colonial River Wealth Management, LLC | 7,905 | $759.0K | 0.45% | +1,551+24.4% | Added |
| Private Ocean, LLC | 7,936 | $762.0K | 0.08% | +1,040+15.1% | Added |
| Pathway Financial Advisers, LLC | 7,948 | $763.0K | 0.29% | +23+0.3% | Added |
| Sargent Investment Group, LLC | 7,984 | $766.5K | 0.17% | +15+0.2% | Added |
| Sheets Smith Wealth Management | 7,991 | $767.2K | 0.11% | −388−4.6% | Reduced |
| Legacy Financial Advisors, Inc. | 8,004 | $768.4K | 0.15% | +314+4.1% | Added |
| DFPG Investments, LLC | 8,268 | $770.9K | 0.06% | −471−5.4% | Reduced |
| Advisory Services & Investments, LLC | 8,032 | $771.2K | 0.57% | −299−3.6% | Reduced |
| Fishman Jay A Ltd | 8,040 | $771.9K | 0.09% | +500+6.6% | Added |
| International Assets Investment Management, LLC | 8,060 | $773.8K | 0.10% | −8,528−51.4% | Reduced |
| FLC Capital Advisors | 8,061 | $773.9K | 0.21% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 8,092 | $776.9K | 0.54% | −316−3.8% | Reduced |
| Magnus Financial Group LLC | 8,103 | $777.9K | 0.10% | +3,142+63.3% | Added |
| Studio Investment Management LLC | 8,121 | $779.7K | 0.20% | +2,409+42.2% | Added |
| Wealthcare Advisory Partners LLC | 8,163 | $783.7K | 0.03% | −444−5.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,174 | $784.8K | 0.15% | +60+0.7% | Added |
| Heartland Bank & Trust Co | 8,187 | $786.0K | 0.54% | −476−5.5% | Reduced |
| Accent Capital Management, LLC | 8,189 | $786.3K | 0.62% | +8,189 | New |
| CWS Financial Advisors, LLC | 8,189 | $786.3K | 0.30% | +293+3.7% | Added |
| Fox Run Management, L.L.C. | 8,191 | $786.4K | 0.20% | +1,913+30.5% | Added |
| Knuff & Co LLC | 8,203 | $787.6K | 0.29% | +640+8.5% | Added |
| Broadwater Capital Management LLC | 8,210 | $788.2K | 0.62% | +8,210 | New |