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, Q3 2024
Institutional positions in Starbucks Corp as of Sep 30, 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
- 2,339
- +107 vs. Q2 2024
- Shares held
- 873.4M
- +108.7M (+14.2%) vs. Q2 2024
- Total value
- $85.0B
- +$25.5B (+42.8%) vs. Q2 2024
- New holders
- 272
- 762 more added
- Sold out
- 165
- 1,090 more reduced
28 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Starbucks Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zhang Financial LLC | 2,946 | $287.2K | 0.02% | +55+1.9% | Added |
| Frisch Financial Group, Inc. | 2,949 | $288.0K | 0.09% | +2,949 | New |
| Horan Capital Advisors, LLC. | 2,961 | $288.7K | 0.10% | −100−3.3% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,967 | $289.3K | 0.15% | 00.0% | Unchanged |
| Onefund, LLC | 2,975 | $290.0K | 0.29% | +17+0.6% | Added |
| Cercano Management LLC | 2,980 | $290.5K | 0.01% | +2,980 | New |
| Exencial Wealth Advisors, LLC | 2,982 | $290.7K | 0.01% | −4,332−59.2% | Reduced |
| Human Investing LLC | 2,985 | $291.0K | 0.05% | −170−5.4% | Reduced |
| Schnieders Capital Management LLC | 2,988 | $291.3K | 0.06% | +2,988 | New |
| S&T Bank | 3,006 | $293.0K | 0.08% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,010 | $293.4K | 0.05% | +394+15.1% | Added |
| PSI Advisors, LLC | 3,015 | $293.9K | 0.09% | −64−2.1% | Reduced |
| LCM Capital Management Inc | 3,019 | $294.4K | 0.17% | −515−14.6% | Reduced |
| M3 Advisory Group, LLC | 3,022 | $294.6K | 0.22% | −654−17.8% | Reduced |
| Covenant Partners, LLC | 3,032 | $295.6K | 0.09% | −614−16.8% | Reduced |
| Abn Amro Investment Solutions | 3,038 | $296.2K | 0.01% | +406+15.4% | Added |
| Mosaic Family Wealth Partners, LLC | 3,045 | $296.9K | 0.04% | +3,045 | New |
| Moisand Fitzgerald Tamayo, LLC | 3,046 | $297.0K | 0.04% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 3,054 | $297.7K | 0.02% | +98+3.3% | Added |
| Sapient Capital LLC | 3,082 | $300.5K | 0.01% | −1,392−31.1% | Reduced |
| Summit X, LLC | 3,861 | $300.8K | 0.07% | −779−16.8% | Reduced |
| Cedrus LLC | 3,092 | $301.5K | 0.11% | +3,092 | New |
| Monterey Private Wealth, Inc. | 3,102 | $302.4K | 0.10% | −416−11.8% | Reduced |
| BetterWealth, LLC | 3,107 | $302.9K | 0.09% | 00.0% | Unchanged |
| Financial Management Network Inc | 3,138 | $303.0K | 0.06% | +3,138 | New |
| BLB&B Advisors, LLC | 3,118 | $304.0K | 0.02% | −130−4.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 3,132 | $305.4K | 0.14% | −124−3.8% | Reduced |
| Tempus Wealth Planning, LLC | 3,135 | $305.6K | 0.11% | −1,465−31.8% | Reduced |
| LVW Advisors, LLC | 3,136 | $305.7K | 0.04% | +487+18.4% | Added |
| Roof Eidam & Maycock | 3,137 | $305.8K | 0.08% | +25+0.8% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 3,138 | $305.9K | 0.19% | +10.0% | Added |
| Canandaigua National Bank & Trust Co | 3,138 | $305.9K | 0.03% | +49+1.6% | Added |
| Correct Capital Wealth Management | 3,150 | $307.1K | 0.07% | −75−2.3% | Reduced |
| Reuter James Wealth Management, LLC | 3,152 | $307.3K | 0.06% | +3,152 | New |
| Steigerwald, Gordon & Koch Inc. | 3,152 | $307.4K | 0.03% | +22+0.7% | Added |
| Waddell & Associates, LLC | 3,153 | $307.4K | 0.04% | −62−1.9% | Reduced |
| Family Firm, Inc. | 3,155 | $307.5K | 0.07% | −421−11.8% | Reduced |
| Evanson Asset Management, LLC | 3,156 | $307.6K | 0.02% | −198−5.9% | Reduced |
| Centric Wealth Management | 3,205 | $307.9K | 0.08% | −100−3.0% | Reduced |
| Tacita Capital Inc | 3,166 | $308.7K | 0.20% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,169 | $309.0K | 0.06% | −233−6.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 3,183 | $310.3K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 3,199 | $311.9K | 0.27% | +105+3.4% | Added |
| Alta Advisers Ltd | 3,200 | $312.0K | 0.14% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,205 | $312.4K | 0.04% | −255−7.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,210 | $313.0K | 0.03% | +3,210 | New |
| Pure Financial Advisors, Inc. | 3,210 | $313.0K | 0.01% | −829−20.5% | Reduced |
| Gables Capital Management Inc. | 3,215 | $313.4K | 0.16% | +1,100+52.0% | Added |
| Cedar Mountain Advisors, LLC | 3,220 | $313.9K | 0.07% | +294+10.0% | Added |
| Solidarilty Wealth, LLC | 3,230 | $314.9K | 0.09% | −10,395−76.3% | Reduced |
| Tolleson Wealth Management, Inc. | 3,231 | $315.0K | 0.06% | −27−0.8% | Reduced |
| Continental Investors Services, Inc. | 3,252 | $316.8K | 0.65% | +20+0.6% | Added |
| Wellington Shields Capital Management, LLC | 3,255 | $317.3K | 0.06% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3,267 | $318.5K | 0.20% | −452−12.2% | Reduced |
| Klingman & Associates, LLC | 3,269 | $318.7K | 0.02% | +635+24.1% | Added |
| JFS Wealth Advisors, LLC | 3,271 | $318.9K | 0.02% | +602+22.6% | Added |
| J. L. Bainbridge & Co., Inc. | 3,273 | $319.1K | 0.03% | −1,192−26.7% | Reduced |
| Wellspring Financial Advisors, LLC | 3,278 | $319.5K | 0.04% | −1,655−33.5% | Reduced |
| AMG National Trust Bank | 3,282 | $319.9K | 0.01% | −1,098−25.1% | Reduced |
| D L Carlson Investment Group Inc | 3,282 | $320.0K | 0.06% | −156−4.5% | Reduced |
| ROI Financial Advisors, LLC | 3,293 | $321.0K | 0.22% | −1,757−34.8% | Reduced |
| American Financial Advisors, LLC | 3,306 | $322.3K | 0.04% | −148−4.3% | Reduced |
| Motco | 3,307 | $322.4K | 0.03% | +377+12.9% | Added |
| Epiq Partners, LLC | 3,310 | $322.7K | 0.18% | −633−16.1% | Reduced |
| Retirement Planning Group | 3,325 | $324.2K | 0.02% | +3,325 | New |
| Lantz Financial LLC | 3,329 | $324.5K | 0.09% | +3,329 | New |
| TrinityPoint Wealth, LLC | 3,332 | $324.8K | 0.05% | +258+8.4% | Added |
| Agate Pass Investment Management, LLC | 3,333 | $324.9K | 0.16% | −324−8.9% | Reduced |
| Axim Planning & Wealth | 3,336 | $325.2K | 0.37% | −174−5.0% | Reduced |
| Key Financial Inc | 3,337 | $325.3K | 0.07% | +184+5.8% | Added |
| Phillips Wealth Planners LLC | 3,417 | $326.2K | 0.31% | +3,417 | New |
| Indiana Trust & Investment Management CO | 3,351 | $326.7K | 0.11% | +206+6.6% | Added |
| KRS Capital Management, LLC | 3,356 | $327.2K | 0.24% | −299−8.2% | Reduced |
| Copperwynd Financial, LLC | 3,361 | $327.6K | 0.10% | +29+0.9% | Added |
| Tiemann Investment Advisors, LLC | 3,365 | $328.1K | 0.14% | −365−9.8% | Reduced |
| Petra Financial Advisors Inc | 3,367 | $328.2K | 0.22% | +13+0.4% | Added |
| Leavell Investment Management, Inc. | 3,369 | $328.4K | 0.02% | −56−1.6% | Reduced |
| AdvisorNet Financial, Inc | 3,384 | $329.9K | 0.02% | +1,493+79.0% | Added |
| Peoples Financial Services Corp. | 3,393 | $330.8K | 0.15% | −12−0.4% | Reduced |
| Carson Advisory Inc. | 3,393 | $330.8K | 0.21% | −6−0.2% | Reduced |
| New Republic Capital, LLC | 3,403 | $331.7K | 0.19% | +74+2.2% | Added |
| Nicolet Bankshares Inc | 3,408 | $332.2K | 0.08% | −195−5.4% | Reduced |
| Choate Investment Advisors | 3,408 | $332.2K | 0.01% | +108+3.3% | Added |
| Sivia Capital Partners, LLC | 3,410 | $332.5K | 0.20% | −11−0.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,414 | $332.8K | 0.05% | −71−2.0% | Reduced |
| LongView Wealth Management | 3,419 | $333.3K | 0.11% | −94−2.7% | Reduced |
| Executive Wealth Management, LLC | 3,421 | $333.6K | 0.03% | +3,421 | New |
| SOA Wealth Advisors, LLC. | 3,423 | $333.7K | 0.06% | +7+0.2% | Added |
| First Bank & Trust | 3,438 | $335.2K | 0.06% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,452 | $336.5K | 0.13% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 3,472 | $338.5K | 0.08% | +104+3.1% | Added |
| Tranquilli Financial Advisor LLC | 3,482 | $339.5K | 0.21% | +20+0.6% | Added |
| Apeiron RIA LLC | 3,483 | $339.6K | 0.10% | +133+4.0% | Added |
| Gradient Capital Advisors, LLC | 3,488 | $340.1K | 0.11% | +129+3.8% | Added |
| Flagship Harbor Advisors, LLC | 3,489 | $340.1K | 0.02% | −1,686−32.6% | Reduced |
| Channel Wealth LLC | 3,493 | $340.6K | 0.11% | −244−6.5% | Reduced |
| South State Corp. | 3,497 | $340.9K | 0.02% | −5,218−59.9% | Reduced |
| 626 Financial, LLC | 3,501 | $341.3K | 0.19% | −164−4.5% | Reduced |
| Tanager Wealth Management LLP | 3,512 | $342.4K | 0.05% | +37+1.1% | Added |
| Red Wave Investments LLC | 3,519 | $343.1K | 0.12% | +74+2.1% | Added |