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
- 2,446
- +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
- 997 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 | 2,446 | $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, 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 |
|---|---|---|---|---|---|
| Bard Financial Services, Inc. | 80,073 | $7.32M | 0.78% | −200−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 79,693 | $7.28M | 0.12% | +802+1.0% | Added |
| Executive Wealth Group LLC | 78,012 | $7.26M | 1.51% | +52,080+200.8% | Added |
| Tikehau Investment Management | 79,375 | $7.25M | 5.88% | +4,502+6.0% | Added |
| First Personal Financial Services | 78,893 | $7.21M | 1.67% | +1,885+2.4% | Added |
| Cardinal Capital Management | 78,875 | $7.21M | 1.17% | +7,292+10.2% | Added |
| CSM Advisors, LLC | 78,620 | $7.18M | 0.47% | −1,090−1.4% | Reduced |
| Banco Santander, S.A. | 78,526 | $7.18M | 0.09% | +19,920+34.0% | Added |
| Quantinno Capital Management LP | 78,523 | $7.18M | 0.16% | −483−0.6% | Reduced |
| Twin Tree Management, LP | 77,660 | $7.10M | 0.16% | −571,889−88.0% | Reduced |
| Bokf, NA | 77,180 | $7.06M | 0.13% | −25,110−24.5% | Reduced |
| Heritage Trust Co | 77,247 | $7.06M | 0.95% | −298−0.4% | Reduced |
| Grimes & Company, Inc. | 76,799 | $7.02M | 0.22% | +3,178+4.3% | Added |
| Greystone Financial Group, LLC | 76,670 | $7.01M | 1.40% | +36,408+90.4% | Added |
| Mengis Capital Management, Inc. | 75,265 | $6.88M | 1.06% | +65,000+633.2% | Added |
| Institute for Wealth Management, LLC. | 75,131 | $6.87M | 0.89% | −40.0% | Reduced |
| LVM Capital Management Ltd | 74,886 | $6.84M | 0.81% | +2,962+4.1% | Added |
| Palmer Knight Co | 74,728 | $6.83M | 3.33% | +30,234+68.0% | Added |
| R.H. Dinel Investment Counsel, Inc. | 74,400 | $6.80M | 4.35% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 74,206 | $6.78M | 0.35% | +500+0.7% | Added |
| Intact Investment Management Inc. | 74,000 | $6.76M | 0.27% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 73,834 | $6.75M | 0.08% | +1,079+1.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 73,251 | $6.69M | 0.54% | +21,420+41.3% | Added |
| Hartford Investment Management Co | 73,083 | $6.68M | 0.24% | −3,852−5.0% | Reduced |
| Park Avenue Securities LLC | 73,046 | $6.68M | 0.09% | +130+0.2% | Added |
| Novare Capital Management LLC | 72,839 | $6.66M | 0.60% | +5,071+7.5% | Added |
| TLW Wealth Management, LLC | 72,152 | $6.59M | 4.20% | −1,053−1.4% | Reduced |
| Haverford Financial Services, Inc. | 71,855 | $6.57M | 1.89% | −234−0.3% | Reduced |
| Credit Agricole S A | 75,349 | $6.57M | 0.11% | −461,547−86.0% | Reduced |
| Alps Advisors Inc | 71,825 | $6.56M | 0.05% | +944+1.3% | Added |
| WealthBridge Investment Counsel Inc. | 71,426 | $6.53M | 2.42% | +425+0.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 71,395 | $6.52M | 0.07% | +14,051+24.5% | Added |
| Bellevue Asset Management, LLC | 71,354 | $6.52M | 3.70% | −862−1.2% | Reduced |
| RB Capital Management, LLC | 71,348 | $6.52M | 1.74% | +170+0.2% | Added |
| Bragg Financial Advisors, Inc | 71,332 | $6.52M | 0.29% | +2,106+3.0% | Added |
| SP Asset Management LLC | 70,439 | $6.44M | 0.60% | +251+0.4% | Added |
| Appleton Partners Inc | 70,430 | $6.44M | 0.50% | −2,807−3.8% | Reduced |
| Central Trust Co | 70,013 | $6.40M | 0.16% | −1,955−2.7% | Reduced |
| Advanced Asset Management Advisors Inc | 70,000 | $6.40M | 1.58% | 00.0% | Unchanged |
| Walleye Trading LLC | 69,825 | $6.38M | 0.10% | +69,825 | New |
| Highland Capital Management, LLC | 69,705 | $6.37M | 0.37% | −1,815−2.5% | Reduced |
| Lafayette Investments, Inc. | 69,469 | $6.35M | 1.43% | +6,096+9.6% | Added |
| Formuepleje A/S | 69,064 | $6.31M | 0.36% | −8,907−11.4% | Reduced |
| Dakota Wealth Management | 68,979 | $6.30M | 0.16% | +3,673+5.6% | Added |
| Federated Hermes, Inc. | 68,812 | $6.29M | 0.01% | +1,217+1.8% | Added |
| Cumberland Partners Ltd | 68,703 | $6.28M | 0.46% | +54,668+389.5% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 68,534 | $6.26M | 2.33% | −1,186−1.7% | Reduced |
| Choate Investment Advisors | 68,182 | $6.23M | 0.17% | +18,935+38.4% | Added |
| Marietta Wealth Management, LLC | 68,113 | $6.22M | 1.03% | +5,434+8.7% | Added |
| Northstar Group, Inc. | 67,981 | $6.21M | 1.22% | −817−1.2% | Reduced |
| Rathbone Brothers plc | 67,457 | $6.16M | 0.04% | +10,212+17.8% | Added |
| Johnson Investment Counsel Inc | 67,434 | $6.16M | 0.07% | −1,229−1.8% | Reduced |
| Clarius Group, LLC | 67,345 | $6.15M | 0.43% | +13,317+24.6% | Added |
| NewEdge Wealth, LLC | 82,088 | $6.15M | 0.14% | +4,336+5.6% | Added |
| Long Road Investment Counsel, LLC | 67,270 | $6.15M | 2.58% | −2,000−2.9% | Reduced |
| Securian Asset Management, Inc | 66,685 | $6.09M | 0.18% | −5,679−7.8% | Reduced |
| NEOS Investment Management LLC | 66,132 | $6.04M | 0.37% | +12,501+23.3% | Added |
| Dearborn Partners LLC | 66,044 | $6.04M | 0.26% | +4,196+6.8% | Added |
| Strategic Wealth Partners, Ltd. | 65,900 | $6.02M | 0.66% | +17,302+35.6% | Added |
| Templeton & Phillips Capital Management, LLC | 65,407 | $5.98M | 5.53% | −318−0.5% | Reduced |
| Covington Investment Advisors Inc. | 65,259 | $5.96M | 0.97% | +3,285+5.3% | Added |
| FineMark National Bank & Trust | 65,249 | $5.96M | 0.22% | +961+1.5% | Added |
| WoodTrust Financial Corp | 64,924 | $5.93M | 0.94% | +1,577+2.5% | Added |
| Tiaa Trust, National Association | 64,250 | $5.87M | 0.02% | −4,402−6.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 64,093 | $5.86M | 0.15% | −2,482−3.7% | Reduced |
| Roanoke Asset Management Corp | 64,046 | $5.85M | 1.92% | −343−0.5% | Reduced |
| IFP Advisors, Inc | 63,866 | $5.84M | 0.26% | −559−0.9% | Reduced |
| Motco | 63,402 | $5.79M | 0.35% | −755−1.2% | Reduced |
| Capital Group Private Client Services, Inc. | 63,277 | $5.78M | 0.06% | +797+1.3% | Added |
| Tocqueville Asset Management L.P. | 63,173 | $5.77M | 0.09% | −3,022−4.6% | Reduced |
| National Asset Management, Inc. | 63,205 | $5.77M | 0.16% | +1,894+3.1% | Added |
| Middleton & Co Inc | 63,106 | $5.77M | 0.67% | −3,175−4.8% | Reduced |
| Ironwood Investment Counsel, LLC | 62,081 | $5.67M | 1.00% | +2,373+4.0% | Added |
| Addenda Capital Inc. | 62,000 | $5.66M | 0.22% | −173−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 61,856 | $5.65M | 0.05% | +5,805+10.4% | Added |
| Fiduciary Trust Co | 61,805 | $5.65M | 0.09% | −944−1.5% | Reduced |
| Hixon Zuercher, LLC | 61,749 | $5.64M | 2.39% | −2,675−4.2% | Reduced |
| Steel Peak Wealth Management LLC | 61,654 | $5.63M | 0.29% | +42,273+218.1% | Added |
| Lyell Wealth Management, LP | 61,421 | $5.61M | 0.57% | +3,892+6.8% | Added |
| Bogart Wealth, LLC | 61,340 | $5.61M | 0.29% | −13,749−18.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 61,166 | $5.59M | 0.42% | +17,117+38.9% | Added |
| Savant Capital, LLC | 60,778 | $5.55M | 0.06% | +20,748+51.8% | Added |
| Advisory Services Network, LLC | 60,025 | $5.49M | 0.12% | +10,048+20.1% | Added |
| Wedbush Securities Inc | 59,686 | $5.46M | 0.20% | +2,938+5.2% | Added |
| Kovitz Investment Group Partners, LLC | 59,579 | $5.44M | 0.07% | +14,907+33.4% | Added |
| SlateStone Wealth, LLC | 59,290 | $5.42M | 0.54% | +25,767+76.9% | Added |
| Empowered Funds, LLC | 59,019 | $5.39M | 0.10% | +44,491+306.2% | Added |
| Vident Advisory, LLC | 58,942 | $5.39M | 0.11% | −19,795−25.1% | Reduced |
| Harbor Investment Advisory, LLC | 58,797 | $5.37M | 0.56% | +1,502+2.6% | Added |
| Seven Eight Capital, LP | 58,726 | $5.37M | 0.56% | +43,518+286.2% | Added |
| Kavar Capital Partners Group, LLC | 58,551 | $5.35M | 0.99% | −411−0.7% | Reduced |
| Catalina Capital Group, LLC | 58,506 | $5.35M | 2.29% | −1,812−3.0% | Reduced |
| Farmers National Bank | 58,444 | $5.34M | 1.59% | +4,767+8.9% | Added |
| Bailard, Inc. | 58,258 | $5.32M | 0.15% | −66−0.1% | Reduced |
| Gotham Asset Management, LLC | 58,207 | $5.32M | 0.08% | −12,767−18.0% | Reduced |
| USS Investment Management Ltd | 58,100 | $5.31M | 0.04% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 58,010 | $5.30M | 1.79% | +25,047+76.0% | Added |
| New Mexico Educational Retirement Board | 57,598 | $5.26M | 0.19% | −2,100−3.5% | Reduced |
| Providence Capital Advisors, LLC | 57,530 | $5.26M | 1.15% | +57,419+51,728.8% | Added |
| Nwam LLC | 65,987 | $5.26M | 0.42% | −1,125−1.7% | Reduced |