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 |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | 62,480 | $6.00M | 0.06% | −3,473−5.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 63,747 | $6.00M | 0.82% | −5,704−8.2% | Reduced |
| Marietta Wealth Management, LLC | 62,679 | $6.02M | 1.07% | +410+0.7% | Added |
| Fiduciary Trust Co | 62,749 | $6.02M | 0.10% | −3,405−5.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 62,816 | $6.03M | 0.05% | +62,816 | New |
| Core Alternative Capital | 62,986 | $6.05M | 1.04% | −26,610−29.7% | Reduced |
| WoodTrust Financial Corp | 63,347 | $6.08M | 1.04% | +872+1.4% | Added |
| Lafayette Investments, Inc. | 63,373 | $6.08M | 1.51% | +1,530+2.5% | Added |
| Bedell Frazier Investment Counseling, LLC | 63,399 | $6.09M | 1.67% | −717−1.1% | Reduced |
| Motco | 64,157 | $6.16M | 0.39% | −10,672−14.3% | Reduced |
| FineMark National Bank & Trust | 64,288 | $6.17M | 0.25% | −1,154−1.8% | Reduced |
| Perfromance Wealth Partners, LLC | 64,359 | $6.18M | 0.27% | −12,145−15.9% | Reduced |
| Roanoke Asset Management Corp | 64,389 | $6.18M | 2.29% | −2,941−4.4% | Reduced |
| Hixon Zuercher, LLC | 64,424 | $6.19M | 2.87% | +333+0.5% | Added |
| IFP Advisors, Inc | 64,425 | $6.19M | 0.29% | −2,861−4.3% | Reduced |
| Zuckerman Investment Group, LLC | 64,962 | $6.24M | 0.81% | −1,555−2.3% | Reduced |
| Dakota Wealth Management | 65,306 | $6.27M | 0.24% | −5,848−8.2% | Reduced |
| Connectus Wealth, LLC | 412,460 | $6.27M | 0.13% | +354,643+613.4% | Added |
| Templeton & Phillips Capital Management, LLC | 65,725 | $6.31M | 6.43% | −1,640−2.4% | Reduced |
| Tocqueville Asset Management L.P. | 66,195 | $6.36M | 0.12% | −27,420−29.3% | Reduced |
| Middleton & Co Inc | 66,281 | $6.36M | 0.79% | −2,680−3.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 66,575 | $6.39M | 0.17% | +8,062+13.8% | Added |
| Reynders McVeigh Capital Management, LLC | 67,032 | $6.44M | 0.41% | −45,739−40.6% | Reduced |
| Nwam LLC | 67,112 | $6.44M | 0.52% | +24,903+59.0% | Added |
| Long Road Investment Counsel, LLC | 69,270 | $6.44M | 2.68% | 00.0% | Unchanged |
| Cetera Advisors LLC | 67,150 | $6.45M | 0.09% | +10,212+17.9% | Added |
| Ledyard National Bank | 67,155 | $6.45M | 0.66% | −1,222−1.8% | Reduced |
| Federated Hermes, Inc. | 67,595 | $6.49M | 0.02% | +12,495+22.7% | Added |
| Novare Capital Management LLC | 67,768 | $6.51M | 0.66% | +4,008+6.3% | Added |
| Ofi Invest Asset Management | 75,093 | $6.53M | 0.22% | 00.0% | Unchanged |
| First National Bank of Omaha | 68,006 | $6.53M | 0.41% | +43,745+180.3% | Added |
| Pinebridge Investments, L.P. | 68,110 | $6.54M | 0.06% | −794−1.2% | Reduced |
| Snowden Capital Advisors LLC | 68,128 | $6.54M | 0.25% | +456+0.7% | Added |
| Tiaa Trust, National Association | 68,652 | $6.59M | 0.02% | +7,973+13.1% | Added |
| Johnson Investment Counsel Inc | 68,663 | $6.59M | 0.08% | +13,818+25.2% | Added |
| Northstar Group, Inc. | 68,798 | $6.61M | 1.43% | −3,236−4.5% | Reduced |
| Bragg Financial Advisors, Inc | 69,226 | $6.65M | 0.32% | +1,409+2.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 69,720 | $6.69M | 2.67% | −2,545−3.5% | Reduced |
| Advanced Asset Management Advisors Inc | 70,000 | $6.72M | 1.60% | 00.0% | Unchanged |
| Coalescence Partners Investment Management, LP | 70,053 | $6.73M | 6.04% | +70,053 | New |
| SP Asset Management LLC | 70,188 | $6.74M | 0.69% | +377+0.5% | Added |
| Alps Advisors Inc | 70,881 | $6.81M | 0.05% | +354+0.5% | Added |
| Gotham Asset Management, LLC | 70,974 | $6.81M | 0.13% | +42,301+147.5% | Added |
| WealthBridge Investment Counsel Inc. | 71,001 | $6.82M | 2.73% | +225+0.3% | Added |
| Marshall Wace, LLP | 71,153 | $6.83M | 0.01% | +71,153 | New |
| RB Capital Management, LLC | 71,178 | $6.83M | 1.98% | −349−0.5% | Reduced |
| GTS Securities LLC | 71,286 | $6.84M | 0.15% | +40,711+133.2% | Added |
| Highland Capital Management, LLC | 71,520 | $6.87M | 0.43% | +546+0.8% | Added |
| Cardinal Capital Management | 71,583 | $6.87M | 1.30% | −202−0.3% | Reduced |
| LVM Capital Management Ltd | 71,924 | $6.91M | 0.88% | +1,420+2.0% | Added |
| Central Trust Co | 71,968 | $6.91M | 0.18% | −1,244−1.7% | Reduced |
| Haverford Financial Services, Inc. | 72,089 | $6.92M | 2.07% | +194+0.3% | Added |
| Bellevue Asset Management, LLC | 72,216 | $6.93M | 6.12% | −580−0.8% | Reduced |
| Quantbot Technologies LP | 72,359 | $6.95M | 0.40% | +64,195+786.3% | Added |
| Securian Asset Management, Inc | 72,364 | $6.95M | 0.20% | −9,831−12.0% | Reduced |
| Gateway Investment Advisers LLC | 72,755 | $6.99M | 0.08% | −9,183−11.2% | Reduced |
| Park Avenue Securities LLC | 72,916 | $7.00M | 0.10% | −4,960−6.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 72,951 | $7.00M | 0.33% | +4,374+6.4% | Added |
| TLW Wealth Management, LLC | 73,205 | $7.03M | 5.01% | −740−1.0% | Reduced |
| Appleton Partners Inc | 73,237 | $7.03M | 0.57% | +240+0.3% | Added |
| Silicon Valley Capital Partners | 73,434 | $7.05M | 1.18% | +5,497+8.1% | Added |
| Grimes & Company, Inc. | 73,621 | $7.07M | 0.23% | +2,485+3.5% | Added |
| Chesley Taft & Associates LLC | 73,706 | $7.08M | 0.40% | +9,930+15.6% | Added |
| Intact Investment Management Inc. | 74,000 | $7.10M | 0.29% | +33,200+81.4% | Added |
| Thrivent Financial for Lutherans | 74,028 | $7.11M | 0.02% | +81+0.1% | Added |
| R.H. Dinel Investment Counsel, Inc. | 74,400 | $7.14M | 4.88% | +4,000+5.7% | Added |
| Tikehau Investment Management | 74,873 | $7.19M | 5.95% | −10,748−12.6% | Reduced |
| Bogart Wealth, LLC | 75,089 | $7.21M | 0.41% | −246−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 75,135 | $7.21M | 1.18% | −249−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 76,750 | $7.37M | 0.07% | −2,182−2.8% | Reduced |
| Hartford Investment Management Co | 76,935 | $7.39M | 0.28% | −1,586−2.0% | Reduced |
| First Personal Financial Services | 77,008 | $7.39M | 1.80% | −1,304−1.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 77,051 | $7.40M | 0.54% | +9,259+13.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 77,469 | $7.44M | 0.04% | +6,693+9.5% | Added |
| Heritage Trust Co | 77,545 | $7.45M | 1.05% | −388−0.5% | Reduced |
| CWM, LLC | 77,579 | $7.45M | 0.04% | +17,578+29.3% | Added |
| NewEdge Wealth, LLC | 77,752 | $7.46M | 0.19% | −866−1.1% | Reduced |
| Formuepleje A/S | 77,971 | $7.49M | 0.53% | −1,102−1.4% | Reduced |
| Vident Advisory, LLC | 78,737 | $7.56M | 0.19% | +6,219+8.6% | Added |
| Stratos Wealth Partners, LTD. | 78,891 | $7.57M | 0.14% | −2,336−2.9% | Reduced |
| Van Eck Associates Corp | 78,931 | $7.58M | 0.01% | +343+0.4% | Added |
| Summit Global Investments | 78,950 | $7.58M | 0.50% | +29,220+58.8% | Added |
| Quantinno Capital Management LP | 79,006 | $7.58M | 0.27% | +21,287+36.9% | Added |
| CSM Advisors, LLC | 79,710 | $7.65M | 0.55% | −215−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 80,137 | $7.69M | 0.13% | +45,319+130.2% | Added |
| Fruth Investment Management | 80,249 | $7.70M | 2.16% | +440+0.6% | Added |
| Bard Financial Services, Inc. | 80,273 | $7.71M | 0.86% | −225−0.3% | Reduced |
| Fayez Sarofim & Co | 79,722 | $7.76M | 0.02% | −34,065−29.9% | Reduced |
| Bell Asset Management Ltd | 81,863 | $7.86M | 1.20% | +12,953+18.8% | Added |
| Boston Private Wealth LLC | 82,321 | $7.90M | 0.19% | −3,056−3.6% | Reduced |
| ExodusPoint Capital Management, LP | 82,364 | $7.91M | 0.10% | +47,881+138.9% | Added |
| Sonora Investment Management Group, LLC | 83,520 | $8.02M | 0.65% | −1,485−1.7% | Reduced |
| Fiduciary Group LLC | 84,005 | $8.07M | 0.94% | −2,294−2.7% | Reduced |
| LGT Group Foundation | 85,753 | $8.23M | 0.18% | +1,305+1.5% | Added |
| Bath Savings Trust Co | 85,730 | $8.23M | 0.92% | +1,548+1.8% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 85,933 | $8.25M | 2.64% | −4,040−4.5% | Reduced |
| Burns J W & Co Inc | 86,112 | $8.27M | 1.22% | −546−0.6% | Reduced |
| Jones Financial Companies LLLP | 86,412 | $8.30M | 0.01% | +1,167+1.4% | Added |
| Whittier Trust Co | 86,419 | $8.30M | 0.13% | −5,682−6.2% | Reduced |
| Stonegate Investment Group, LLC | 86,753 | $8.33M | 0.28% | +3,852+4.6% | Added |