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, Q1 2024
Institutional positions in Starbucks Corp as of Mar 31, 2024. 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
- 2,447
- +19 vs. Q4 2023
- Shares held
- 819.4M
- +1.15M (+0.1%) vs. Q4 2023
- Total value
- $74.8B
- −$3.67B (−4.7%) vs. Q4 2023
- New holders
- 175
- 1,013 more added
- Sold out
- 156
- 998 more reduced
36 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Starbucks Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Litman Gregory Asset Management LLC | 2,667 | $243.7K | 0.02% | +2,667 | New |
| FinTrust Capital Advisors, LLC | 2,667 | $243.7K | 0.05% | −365−12.0% | Reduced |
| Frisch Financial Group, Inc. | 2,669 | $244.0K | 0.08% | −658−19.8% | Reduced |
| Rockline Wealth Management, LLC | 2,682 | $245.1K | 0.09% | −337−11.2% | Reduced |
| Walden Wealth Partners LLC | 2,798 | $245.2K | 0.14% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2,683 | $245.2K | 0.20% | −10.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,685 | $245.4K | 0.07% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 2,690 | $245.9K | 0.03% | +46+1.7% | Added |
| TrinityPoint Wealth, LLC | 2,700 | $246.7K | 0.04% | +304+12.7% | Added |
| Francis Financial, Inc. | 2,706 | $247.3K | 0.08% | +476+21.3% | Added |
| Balboa Wealth Partners | 2,706 | $247.3K | 0.08% | −138−4.9% | Reduced |
| Sand Hill Global Advisors, LLC | 2,709 | $247.6K | 0.01% | −1,851−40.6% | Reduced |
| Fulcrum Equity Management | 2,709 | $247.6K | 0.29% | +2,709 | New |
| Richardson Financial Services Inc. | 2,715 | $248.1K | 0.17% | +405+17.5% | Added |
| Insight Advisors, LLC | 2,717 | $248.3K | 0.05% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,721 | $249.0K | 0.01% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 2,728 | $249.3K | 0.11% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2,920 | $249.4K | 0.05% | −36−1.2% | Reduced |
| Mayflower Financial Advisors, LLC | 3,068 | $249.8K | 0.04% | −150−4.7% | Reduced |
| JFS Wealth Advisors, LLC | 2,739 | $250.3K | 0.02% | −261−8.7% | Reduced |
| JB Capital LLC | 2,741 | $250.5K | 0.02% | −116−4.1% | Reduced |
| StrongBox Wealth, LLC | 2,741 | $250.5K | 0.13% | −332−10.8% | Reduced |
| Milestone Asset Management, LLC | 2,748 | $251.2K | 0.07% | +2,748 | New |
| Lifeworks Advisors, LLC | 2,753 | $251.6K | 0.07% | +2,753 | New |
| LGL Partners, LLC | 2,754 | $251.7K | 0.04% | −1,054−27.7% | Reduced |
| Klingman & Associates, LLC | 2,754 | $251.7K | 0.02% | +35+1.3% | Added |
| Intrepid Financial Planning Group LLC | 2,761 | $252.3K | 0.11% | +7+0.3% | Added |
| Peak Asset Management, LLC | 2,763 | $252.5K | 0.05% | −5−0.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,769 | $253.0K | 0.05% | −87−3.0% | Reduced |
| Atwater Malick LLC | 2,786 | $254.6K | 0.09% | +184+7.1% | Added |
| One Charles Private Wealth Services, LLC | 2,795 | $255.4K | 0.11% | +31+1.1% | Added |
| Sage Rhino Capital LLC | 2,800 | $255.9K | 0.06% | −199−6.6% | Reduced |
| Sigma Investment Counselors Inc | 2,800 | $255.9K | 0.02% | −834−22.9% | Reduced |
| GenTrust, LLC | 2,800 | $255.9K | 0.02% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 2,808 | $256.6K | 0.15% | +458+19.5% | Added |
| Eagle Strategies LLC | 2,810 | $256.8K | 0.06% | +2,810 | New |
| New Republic Capital, LLC | 2,813 | $257.1K | 0.16% | −1,187−29.7% | Reduced |
| Leo Wealth, LLC | 2,815 | $257.4K | 0.03% | +283+11.2% | Added |
| Tranquilli Financial Advisor LLC | 2,822 | $257.9K | 0.17% | +2,822 | New |
| Eastern Bank | 2,826 | $258.3K | 0.01% | 00.0% | Unchanged |
| Boltwood Capital Management | 2,826 | $258.3K | 0.08% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,831 | $258.7K | 0.04% | −149−5.0% | Reduced |
| Pallas Capital Advisors LLC | 2,834 | $259.0K | 0.01% | +2,834 | New |
| First Business Financial Services, Inc. | 2,835 | $259.1K | 0.03% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 2,843 | $259.8K | 0.03% | −470−14.2% | Reduced |
| Tradition Wealth Management, LLC | 2,846 | $260.1K | 0.03% | +9+0.3% | Added |
| Schrum Private Wealth Management LLC | 2,869 | $262.2K | 0.24% | −22−0.8% | Reduced |
| Martel Wealth Advisors Inc | 2,872 | $262.5K | 0.06% | −10−0.3% | Reduced |
| BIP Wealth, LLC | 2,877 | $262.9K | 0.02% | −35−1.2% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 2,879 | $263.1K | 0.12% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 2,884 | $263.6K | 0.03% | −705−19.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,900 | $265.1K | 0.02% | +51+1.8% | Added |
| Royal Capital Wealth Management, LLC | 2,901 | $265.1K | 0.21% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,910 | $265.9K | 0.02% | −1,063−26.8% | Reduced |
| Cedar Mountain Advisors, LLC | 2,910 | $265.9K | 0.07% | +13+0.4% | Added |
| Smith Shellnut Wilson LLC | 2,914 | $266.3K | 0.14% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 2,916 | $266.5K | 0.05% | +200+7.4% | Added |
| Onefund, LLC | 2,914 | $266.7K | 0.32% | −108−3.6% | Reduced |
| Summit Financial Strategies, Inc. | 2,919 | $266.7K | 0.04% | +2,919 | New |
| Wealth Dimensions Group, Ltd. | 2,922 | $267.0K | 0.08% | +54+1.9% | Added |
| Transform Wealth, LLC | 2,929 | $267.7K | 0.03% | −55,887−95.0% | Reduced |
| Prosperity Consulting Group, LLC | 2,930 | $267.8K | 0.03% | +2,930 | New |
| Johnson Financial Group, Inc. | 2,934 | $268.1K | 0.01% | +1,036+54.6% | Added |
| Vanguard Capital Wealth Advisors | 2,942 | $268.8K | 0.19% | −696−19.1% | Reduced |
| Family Firm, Inc. | 2,944 | $269.0K | 0.07% | +15+0.5% | Added |
| Apeiron RIA LLC | 2,951 | $269.7K | 0.08% | −178−5.7% | Reduced |
| Lauterbach Financial Advisors, LLC | 2,951 | $269.7K | 0.18% | +765+35.0% | Added |
| RPg Family Wealth Advisory, LLC | 2,954 | $269.9K | 0.09% | −620−17.3% | Reduced |
| Gitterman Wealth Management, LLC | 2,960 | $270.5K | 0.10% | −935−24.0% | Reduced |
| Strategic Advisors LLC | 2,967 | $271.2K | 0.05% | −118−3.8% | Reduced |
| Traveka Wealth, LLC | 2,986 | $272.9K | 0.13% | +138+4.8% | Added |
| Destination Wealth Management | 2,993 | $273.5K | 0.01% | +522+21.1% | Added |
| Rosenberg Matthew Hamilton | 2,991 | $273.8K | 0.08% | −174−5.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 3,000 | $274.2K | 0.04% | +3,000 | New |
| Key Financial Inc | 3,003 | $274.4K | 0.07% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 3,004 | $274.5K | 0.16% | +3,004 | New |
| S&T Bank | 3,017 | $276.0K | 0.05% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,021 | $276.1K | 0.10% | +193+6.8% | Added |
| Endowment Wealth Management, Inc. | 3,021 | $276.1K | 0.21% | +58+2.0% | Added |
| Axim Planning & Wealth | 3,028 | $276.7K | 0.22% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 3,035 | $277.4K | 0.12% | +88+3.0% | Added |
| Oxford Financial Group Ltd | 3,037 | $277.6K | 0.02% | −1,902−38.5% | Reduced |
| Journey Advisory Group, LLC | 3,043 | $278.1K | 0.03% | +100+3.4% | Added |
| Canandaigua National Bank & Trust Co | 3,045 | $278.3K | 0.04% | −356−10.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3,046 | $278.4K | 0.04% | −28−0.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,048 | $278.6K | 0.12% | +41+1.4% | Added |
| CRA Financial Services, LLC | 3,048 | $278.6K | 0.06% | −50−1.6% | Reduced |
| Fernwood Investment Management, LLC | 3,044 | $279.1K | 0.08% | −436−12.5% | Reduced |
| Horan Capital Advisors, LLC. | 3,061 | $279.7K | 0.10% | −225−6.8% | Reduced |
| Orrstown Financial Services Inc | 3,061 | $279.7K | 0.16% | −167−5.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,065 | $280.1K | 0.02% | −756−19.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 3,069 | $280.5K | 0.14% | +7+0.2% | Added |
| Financial Management Network Inc | 3,204 | $280.7K | 0.07% | +3,204 | New |
| Bridgefront Capital, LLC | 3,082 | $281.7K | 0.21% | −12,944−80.8% | Reduced |
| Park National Corp | 3,082 | $281.7K | 0.01% | +349+12.8% | Added |
| ORBA Wealth Advisors, L.L.C. | 3,085 | $281.9K | 0.16% | −100−3.1% | Reduced |
| Monterey Private Wealth, Inc. | 3,095 | $282.9K | 0.11% | +14+0.5% | Added |
| Meeder Asset Management Inc | 3,100 | $283.3K | 0.02% | +658+26.9% | Added |
| BetterWealth, LLC | 3,107 | $283.9K | 0.09% | +160+5.4% | Added |
| Correct Capital Wealth Management | 3,108 | $284.0K | 0.07% | 00.0% | Unchanged |