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 |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | 73,706 | $7.08M | 0.40% | +9,930+15.6% | Added |
| Grimes & Company, Inc. | 73,621 | $7.07M | 0.23% | +2,485+3.5% | Added |
| Silicon Valley Capital Partners | 73,434 | $7.05M | 1.18% | +5,497+8.1% | Added |
| Appleton Partners Inc | 73,237 | $7.03M | 0.57% | +240+0.3% | Added |
| TLW Wealth Management, LLC | 73,205 | $7.03M | 5.01% | −740−1.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 72,951 | $7.00M | 0.33% | +4,374+6.4% | Added |
| Park Avenue Securities LLC | 72,916 | $7.00M | 0.10% | −4,960−6.4% | Reduced |
| Gateway Investment Advisers LLC | 72,755 | $6.99M | 0.08% | −9,183−11.2% | Reduced |
| Securian Asset Management, Inc | 72,364 | $6.95M | 0.20% | −9,831−12.0% | Reduced |
| Quantbot Technologies LP | 72,359 | $6.95M | 0.40% | +64,195+786.3% | Added |
| Bellevue Asset Management, LLC | 72,216 | $6.93M | 6.12% | −580−0.8% | Reduced |
| Haverford Financial Services, Inc. | 72,089 | $6.92M | 2.07% | +194+0.3% | Added |
| Central Trust Co | 71,968 | $6.91M | 0.18% | −1,244−1.7% | Reduced |
| LVM Capital Management Ltd | 71,924 | $6.91M | 0.88% | +1,420+2.0% | Added |
| Cardinal Capital Management | 71,583 | $6.87M | 1.30% | −202−0.3% | Reduced |
| Highland Capital Management, LLC | 71,520 | $6.87M | 0.43% | +546+0.8% | Added |
| GTS Securities LLC | 71,286 | $6.84M | 0.15% | +40,711+133.2% | Added |
| RB Capital Management, LLC | 71,178 | $6.83M | 1.98% | −349−0.5% | Reduced |
| Marshall Wace, LLP | 71,153 | $6.83M | 0.01% | +71,153 | New |
| WealthBridge Investment Counsel Inc. | 71,001 | $6.82M | 2.73% | +225+0.3% | Added |
| Gotham Asset Management, LLC | 70,974 | $6.81M | 0.13% | +42,301+147.5% | Added |
| Alps Advisors Inc | 70,881 | $6.81M | 0.05% | +354+0.5% | Added |
| SP Asset Management LLC | 70,188 | $6.74M | 0.69% | +377+0.5% | Added |
| Coalescence Partners Investment Management, LP | 70,053 | $6.73M | 6.04% | +70,053 | New |
| Advanced Asset Management Advisors Inc | 70,000 | $6.72M | 1.60% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 69,720 | $6.69M | 2.67% | −2,545−3.5% | Reduced |
| Bragg Financial Advisors, Inc | 69,226 | $6.65M | 0.32% | +1,409+2.1% | Added |
| Northstar Group, Inc. | 68,798 | $6.61M | 1.43% | −3,236−4.5% | Reduced |
| Johnson Investment Counsel Inc | 68,663 | $6.59M | 0.08% | +13,818+25.2% | Added |
| Tiaa Trust, National Association | 68,652 | $6.59M | 0.02% | +7,973+13.1% | Added |
| Snowden Capital Advisors LLC | 68,128 | $6.54M | 0.25% | +456+0.7% | Added |
| Pinebridge Investments, L.P. | 68,110 | $6.54M | 0.06% | −794−1.2% | Reduced |
| First National Bank of Omaha | 68,006 | $6.53M | 0.41% | +43,745+180.3% | Added |
| Ofi Invest Asset Management | 75,093 | $6.53M | 0.22% | 00.0% | Unchanged |
| Novare Capital Management LLC | 67,768 | $6.51M | 0.66% | +4,008+6.3% | Added |
| Federated Hermes, Inc. | 67,595 | $6.49M | 0.02% | +12,495+22.7% | Added |
| Ledyard National Bank | 67,155 | $6.45M | 0.66% | −1,222−1.8% | Reduced |
| Cetera Advisors LLC | 67,150 | $6.45M | 0.09% | +10,212+17.9% | Added |
| Long Road Investment Counsel, LLC | 69,270 | $6.44M | 2.68% | 00.0% | Unchanged |
| Nwam LLC | 67,112 | $6.44M | 0.52% | +24,903+59.0% | Added |
| Reynders McVeigh Capital Management, LLC | 67,032 | $6.44M | 0.41% | −45,739−40.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 66,575 | $6.39M | 0.17% | +8,062+13.8% | Added |
| Middleton & Co Inc | 66,281 | $6.36M | 0.79% | −2,680−3.9% | Reduced |
| Tocqueville Asset Management L.P. | 66,195 | $6.36M | 0.12% | −27,420−29.3% | Reduced |
| Templeton & Phillips Capital Management, LLC | 65,725 | $6.31M | 6.43% | −1,640−2.4% | Reduced |
| Connectus Wealth, LLC | 412,460 | $6.27M | 0.13% | +354,643+613.4% | Added |
| Dakota Wealth Management | 65,306 | $6.27M | 0.24% | −5,848−8.2% | Reduced |
| Zuckerman Investment Group, LLC | 64,962 | $6.24M | 0.81% | −1,555−2.3% | Reduced |
| IFP Advisors, Inc | 64,425 | $6.19M | 0.29% | −2,861−4.3% | Reduced |
| Hixon Zuercher, LLC | 64,424 | $6.19M | 2.87% | +333+0.5% | Added |
| Roanoke Asset Management Corp | 64,389 | $6.18M | 2.29% | −2,941−4.4% | Reduced |
| Perfromance Wealth Partners, LLC | 64,359 | $6.18M | 0.27% | −12,145−15.9% | Reduced |
| FineMark National Bank & Trust | 64,288 | $6.17M | 0.25% | −1,154−1.8% | Reduced |
| Motco | 64,157 | $6.16M | 0.39% | −10,672−14.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 63,399 | $6.09M | 1.67% | −717−1.1% | Reduced |
| Lafayette Investments, Inc. | 63,373 | $6.08M | 1.51% | +1,530+2.5% | Added |
| WoodTrust Financial Corp | 63,347 | $6.08M | 1.04% | +872+1.4% | Added |
| Core Alternative Capital | 62,986 | $6.05M | 1.04% | −26,610−29.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 62,816 | $6.03M | 0.05% | +62,816 | New |
| Fiduciary Trust Co | 62,749 | $6.02M | 0.10% | −3,405−5.1% | Reduced |
| Marietta Wealth Management, LLC | 62,679 | $6.02M | 1.07% | +410+0.7% | Added |
| Hudson Valley Investment Advisors Inc | 63,747 | $6.00M | 0.82% | −5,704−8.2% | Reduced |
| Capital Group Private Client Services, Inc. | 62,480 | $6.00M | 0.06% | −3,473−5.3% | Reduced |
| Sit Investment Associates Inc | 62,338 | $5.99M | 0.15% | −10,910−14.9% | Reduced |
| Addenda Capital Inc. | 62,173 | $5.97M | 0.23% | −63−0.1% | Reduced |
| Covington Investment Advisors Inc. | 61,974 | $5.95M | 1.08% | +2,735+4.6% | Added |
| Dearborn Partners LLC | 61,848 | $5.94M | 0.22% | −346−0.6% | Reduced |
| National Asset Management, Inc. | 61,311 | $5.89M | 0.16% | −1,894−3.0% | Reduced |
| Catalina Capital Group, LLC | 60,318 | $5.79M | 4.46% | +60,318 | New |
| Ironwood Investment Counsel, LLC | 59,708 | $5.73M | 1.07% | −3,169−5.0% | Reduced |
| New Mexico Educational Retirement Board | 59,698 | $5.73M | 0.22% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 59,122 | $5.66M | 0.45% | +1,247+2.2% | Added |
| ProVise Management Group, LLC | 58,994 | $5.66M | 0.48% | +621+1.1% | Added |
| Kavar Capital Partners Group, LLC | 58,962 | $5.66M | 0.63% | −681−1.1% | Reduced |
| Transform Wealth, LLC | 58,816 | $5.65M | 0.55% | −1,211−2.0% | Reduced |
| Banco Santander, S.A. | 58,606 | $5.63M | 0.07% | −5,699−8.9% | Reduced |
| Sepio Capital, LP | 58,363 | $5.60M | 0.47% | −13,898−19.2% | Reduced |
| Bailard, Inc. | 58,324 | $5.60M | 0.17% | −9,448−13.9% | Reduced |
| Capstone Investment Advisors, LLC | 58,287 | $5.60M | 0.10% | −25,554−30.5% | Reduced |
| USS Investment Management Ltd | 58,100 | $5.58M | 0.05% | −28,500−32.9% | Reduced |
| Synovus Financial Corp | 58,020 | $5.57M | 0.08% | −2,610−4.3% | Reduced |
| Crestwood Advisors Group LLC | 57,906 | $5.56M | 0.13% | −5,454−8.6% | Reduced |
| Lyell Wealth Management, LP | 57,529 | $5.52M | 0.63% | +1,267+2.3% | Added |
| Bulltick Wealth Management, LLC | 57,399 | $5.51M | 1.26% | −13,314−18.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 57,344 | $5.51M | 0.07% | −1,096−1.9% | Reduced |
| Harbor Investment Advisory, LLC | 57,295 | $5.50M | 0.63% | +473+0.8% | Added |
| Rathbone Brothers plc | 57,245 | $5.50M | 0.04% | −2,766−4.6% | Reduced |
| Crossmark Global Holdings, Inc. | 56,836 | $5.46M | 0.11% | −349−0.6% | Reduced |
| Wedbush Securities Inc | 56,748 | $5.45M | 0.24% | +1,830+3.3% | Added |
| Occudo Quantitative Strategies LP | 56,625 | $5.44M | 0.74% | +34,629+157.4% | Added |
| Infusive Asset Management Inc. | 56,557 | $5.43M | 2.46% | −52,143−48.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 56,540 | $5.43M | 0.55% | −59,580−51.3% | Reduced |
| SG Americas Securities, LLC | 56,428 | $5.42M | 0.06% | +15,606+38.2% | Added |
| Avantax Advisory Services, Inc. | 56,051 | $5.38M | 0.05% | +464+0.8% | Added |
| Eastover Investment Advisors LLC | 55,963 | $5.37M | 2.84% | +1,788+3.3% | Added |
| American Money Management, LLC | 55,919 | $5.37M | 1.21% | +489+0.9% | Added |
| Telos Capital Management, Inc. | 55,809 | $5.36M | 0.65% | +1,652+3.1% | Added |
| HTLF Bank | 55,633 | $5.34M | 0.63% | +55,633 | New |
| Biondo Investment Advisors, LLC | 55,540 | $5.33M | 0.91% | +300+0.5% | Added |
| Bristlecone Advisors, LLC | 55,312 | $5.31M | 0.54% | −694−1.2% | Reduced |