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 | 2,447 | $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, 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 |
|---|---|---|---|---|---|
| Rice Partnership, LLC | 3,437 | $330.0K | 0.09% | −578−14.4% | Reduced |
| First Bank & Trust | 3,438 | $330.1K | 0.08% | −31−0.9% | Reduced |
| Summit Financial Group Inc | 3,441 | $330.4K | 0.13% | −172−4.8% | Reduced |
| Tanager Wealth Management LLP | 3,446 | $330.9K | 0.06% | +272+8.6% | Added |
| Wambolt & Associates, LLC | 3,449 | $331.1K | 0.11% | −225−6.1% | Reduced |
| Longfellow Investment Management Co LLC | 3,470 | $333.2K | 0.08% | +3,470 | New |
| Sivia Capital Partners, LLC | 3,479 | $334.0K | 0.25% | +3,479 | New |
| Financial Advisors Network, Inc. | 3,490 | $335.1K | 0.07% | −853−19.6% | Reduced |
| Fernwood Investment Management, LLC | 3,480 | $335.3K | 0.11% | 00.0% | Unchanged |
| Epiq Partners, LLC | 3,499 | $335.9K | 0.24% | −66−1.9% | Reduced |
| Watershed Private Wealth LLC | 3,499 | $335.9K | 0.19% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 3,502 | $336.0K | 0.01% | −147−4.0% | Reduced |
| Aureus Asset Management, LLC | 3,503 | $336.3K | 0.02% | +76+2.2% | Added |
| Centurion Wealth Management LLC | 3,518 | $337.8K | 0.14% | +181+5.4% | Added |
| LCM Capital Management Inc | 3,519 | $337.9K | 0.24% | +7+0.2% | Added |
| Somerset Trust Co | 3,522 | $338.1K | 0.15% | −817−18.8% | Reduced |
| SignalPoint Asset Management, LLC | 3,539 | $339.0K | 0.10% | −61−1.7% | Reduced |
| BLB&B Advisors, LLC | 3,532 | $339.1K | 0.02% | +603+20.6% | Added |
| Wealth Advisors of Iowa, LLC | 3,533 | $339.2K | 0.23% | −250−6.6% | Reduced |
| Whalerock Point Partners, LLC | 3,537 | $339.6K | 0.11% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 3,541 | $340.0K | 0.01% | +1,237+53.7% | Added |
| Evanson Asset Management, LLC | 3,546 | $340.5K | 0.03% | +205+6.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 3,555 | $341.0K | 0.01% | −67,155−95.0% | Reduced |
| Sentry LLC | 3,552 | $341.0K | 0.07% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,560 | $341.8K | 0.14% | +2,714+320.8% | Added |
| Angeles Wealth Management, LLC | 3,571 | $342.9K | 0.04% | −405−10.2% | Reduced |
| Northern Oak Wealth Management Inc | 3,573 | $343.0K | 0.04% | −2,988−45.5% | Reduced |
| RPg Family Wealth Advisory, LLC | 3,574 | $343.1K | 0.13% | +305+9.3% | Added |
| Continental Investors Services, Inc. | 3,589 | $344.6K | 0.90% | +14+0.4% | Added |
| Blue Chip Partners, Inc. | 3,589 | $344.6K | 0.04% | +14+0.4% | Added |
| Mill Creek Capital Advisors, LLC | 3,594 | $345.1K | 0.01% | +15+0.4% | Added |
| Diversified, LLC | 3,595 | $345.2K | 0.07% | +103+2.9% | Added |
| Southland Equity Partners LLC | 3,596 | $345.2K | 0.11% | +99+2.8% | Added |
| FNY Investment Advisers, LLC | 3,612 | $346.0K | 0.39% | +3,612 | New |
| Omega Financial Group, LLC | 3,613 | $346.9K | 0.15% | +113+3.2% | Added |
| Sigma Investment Counselors Inc | 3,634 | $348.9K | 0.02% | −128−3.4% | Reduced |
| Vanguard Capital Wealth Advisors | 3,638 | $349.3K | 0.28% | −4,947−57.6% | Reduced |
| Childress Capital Advisors, LLC | 3,639 | $349.4K | 0.10% | −66−1.8% | Reduced |
| Cim, LLC | 3,649 | $349.5K | 0.05% | +33+0.9% | Added |
| Darden Wealth Group Inc | 3,647 | $350.1K | 0.34% | +3,647 | New |
| Heritage Wealth Management, Inc. | 3,648 | $350.2K | 0.38% | +3,648 | New |
| Ausdal Financial Partners, Inc. | 3,658 | $351.2K | 0.04% | −313−7.9% | Reduced |
| Abbot Financial Management, Inc. | 3,659 | $351.3K | 0.21% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 3,662 | $351.6K | 0.09% | 00.0% | Unchanged |
| ORG Partners LLC | 3,662 | $351.7K | 0.06% | +2,248+159.0% | Added |
| SOA Wealth Advisors, LLC. | 3,675 | $352.9K | 0.08% | −103−2.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 3,687 | $354.0K | 0.21% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 3,694 | $354.6K | 0.07% | +69+1.9% | Added |
| Cooper/Haims Advisors, LLC | 3,694 | $354.7K | 0.20% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,694 | $354.7K | 0.03% | +5+0.1% | Added |
| Apexium Financial, LP | 3,697 | $354.9K | 0.03% | +465+14.4% | Added |
| L.M. Kohn & Company | 3,710 | $356.2K | 0.11% | −162−4.2% | Reduced |
| Wallace Advisory Group, LLC | 3,912 | $357.0K | 0.28% | +20+0.5% | Added |
| Clear Creek Financial Management, LLC | 3,724 | $357.5K | 0.06% | −151−3.9% | Reduced |
| GSB Wealth Management, LLC | 3,724 | $357.6K | 0.11% | −128−3.3% | Reduced |
| JT Stratford LLC | 3,728 | $357.9K | 0.08% | +96+2.6% | Added |
| Wellington Shields Capital Management, LLC | 3,730 | $358.1K | 0.04% | −74−1.9% | Reduced |
| Patten Group, Inc. | 3,737 | $358.8K | 0.10% | +342+10.1% | Added |
| South State Corp. | 3,738 | $358.9K | 0.03% | +126+3.5% | Added |
| CMG Global Holdings, LLC | 3,850 | $358.9K | 0.26% | −477−11.0% | Reduced |
| Northcape Wealth Management, LLC | 3,743 | $359.4K | 0.13% | 00.0% | Unchanged |
| Renasant Bank | 3,744 | $359.5K | 0.29% | +81+2.2% | Added |
| Grace & White Inc | 3,750 | $360.0K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,752 | $360.2K | 0.08% | +1,267+51.0% | Added |
| Zhang Financial LLC | 3,772 | $362.1K | 0.03% | −58−1.5% | Reduced |
| Waterfront Wealth Inc. | 3,775 | $362.4K | 0.11% | 00.0% | Unchanged |
| 626 Financial, LLC | 3,791 | $364.0K | 0.24% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 3,792 | $364.1K | 0.15% | −172−4.3% | Reduced |
| IFG Advisors, LLC | 3,800 | $364.8K | 0.11% | +110+3.0% | Added |
| LGL Partners, LLC | 3,808 | $365.6K | 0.05% | −94−2.4% | Reduced |
| Core Wealth Partners LLC | 3,812 | $365.9K | 0.30% | +10+0.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,821 | $366.9K | 0.03% | +40+1.1% | Added |
| Aaron Wealth Advisors | 3,823 | $367.0K | 0.06% | −21,346−84.8% | Reduced |
| McAdam, LLC | 3,826 | $367.3K | 0.03% | +124+3.3% | Added |
| Plante Moran Financial Advisors, LLC | 3,830 | $367.7K | 0.04% | −923−19.4% | Reduced |
| Lodestar Private Asset Management LLC | 3,840 | $368.7K | 0.06% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 3,851 | $369.7K | 0.07% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 3,852 | $369.8K | 0.04% | −1,350−26.0% | Reduced |
| Waters Parkerson & Co., LLC | 3,868 | $371.0K | 0.02% | +200+5.5% | Added |
| Bridges Investment Management Inc | 3,865 | $371.1K | 0.01% | −1,874−32.7% | Reduced |
| American Financial Advisors, LLC | 3,872 | $371.7K | 0.05% | −176−4.3% | Reduced |
| LJI Wealth Management, LLC | 3,873 | $371.8K | 0.10% | +68+1.8% | Added |
| Pacifica Partners Inc. | 3,899 | $372.5K | 0.18% | +120+3.2% | Added |
| Willner & Heller, LLC | 3,884 | $372.9K | 0.42% | +3,884 | New |
| Solidarilty Wealth, LLC | 3,889 | $373.4K | 0.13% | −17,241−81.6% | Reduced |
| Gitterman Wealth Management, LLC | 3,895 | $374.0K | 0.17% | −300−7.2% | Reduced |
| Peoples Financial Services Corp. | 3,905 | $374.9K | 0.16% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 3,944 | $378.6K | 0.06% | +341+9.5% | Added |
| BancorpSouth Bank | 3,973 | $381.5K | 0.03% | −1,828−31.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,989 | $383.0K | 0.13% | +211+5.6% | Added |
| New Republic Capital, LLC | 4,000 | $384.0K | 0.27% | +4,000 | New |
| Monograph Wealth Advisors, LLC | 4,000 | $384.0K | 0.07% | −5,900−59.6% | Reduced |
| Aristotle Capital Management, LLC | 4,000 | $384.0K | 0.00% | 00.0% | Unchanged |
| Alta Capital Management LLC | 4,000 | $384.0K | 0.02% | 00.0% | Unchanged |
| Summa Corp. | 4,000 | $384.0K | 0.27% | +4,000 | New |
| Quent Capital, LLC | 4,004 | $384.5K | 0.05% | +108+2.8% | Added |
| 1858 Wealth Management, LLC | 4,006 | $384.6K | 0.36% | +4,006 | New |
| Baker Avenue Asset Management, LP | 4,008 | $384.8K | 0.02% | +158+4.1% | Added |
| LongView Wealth Management | 4,143 | $385.7K | 0.17% | +4,143 | New |
| Mattern Wealth Management LLC | 4,026 | $386.5K | 0.10% | +89+2.3% | Added |