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 2024
Institutional positions in Starbucks Corp as of Dec 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
- 2,408
- +111 vs. Q3 2024
- Shares held
- 882.7M
- +14.6M (+1.7%) vs. Q3 2024
- Total value
- $80.6B
- −$3.91B (−4.6%) vs. Q3 2024
- New holders
- 281
- 791 more added
- Sold out
- 170
- 1,082 more reduced
42 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 2,446 | $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 2024
Shares, value and share of portfolio for each institution holding Starbucks Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lynch Asset Management, Inc. | 18,850 | $1.72M | 0.70% | +650+3.6% | Added |
| Evergreen Capital Management LLC | 18,850 | $1.72M | 0.06% | −3,124−14.2% | Reduced |
| Adell Harriman & Carpenter Inc | 18,738 | $1.71M | 0.12% | −468−2.4% | Reduced |
| Steel Peak Wealth Management LLC | 18,728 | $1.71M | 0.07% | −7,340−28.2% | Reduced |
| ADAPT Investment Managers SA | 18,511 | $1.71M | 0.79% | +18,511 | New |
| Boston Financial Mangement LLC | 18,706 | $1.71M | 0.05% | −17−0.1% | Reduced |
| Donaldson Capital Management, LLC | 18,685 | $1.71M | 0.07% | −2,857−13.3% | Reduced |
| Smartleaf Asset Management LLC | 18,767 | $1.70M | 0.17% | +7,292+63.5% | Added |
| First Citizens Bank & Trust Co | 18,617 | $1.70M | 0.03% | +511+2.8% | Added |
| AlTi Global, Inc. | 18,573 | $1.70M | 0.04% | −106,390−85.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 18,548 | $1.69M | 0.16% | +678+3.8% | Added |
| Intact Investment Management Inc. | 18,500 | $1.69M | 0.06% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 18,490 | $1.69M | 0.07% | −25−0.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 18,466 | $1.69M | 0.28% | −2,576−12.2% | Reduced |
| Coastwise Capital Group, LLC | 18,398 | $1.68M | 1.34% | −521−2.8% | Reduced |
| Collar Capital Management, LLC | 18,373 | $1.68M | 1.40% | +18,373 | New |
| Aptus Capital Advisors, LLC | 18,356 | $1.67M | 0.02% | +5,171+39.2% | Added |
| Evergreen Wealth Management, LLC | 18,336 | $1.67M | 0.99% | +20+0.1% | Added |
| Capital Investment Advisors, LLC | 18,313 | $1.67M | 0.03% | +2,744+17.6% | Added |
| Parsons Capital Management Inc | 18,296 | $1.67M | 0.09% | +4,694+34.5% | Added |
| Laird Norton Trust Company, LLC | 18,278 | $1.67M | 0.23% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 18,246 | $1.67M | 0.82% | +2,564+16.3% | Added |
| Copperleaf Capital, LLC | 18,243 | $1.66M | 1.05% | +8,709+91.3% | Added |
| Norden Group LLC | 18,192 | $1.66M | 0.19% | +954+5.5% | Added |
| Bath Savings Trust Co | 18,186 | $1.66M | 0.17% | −19,521−51.8% | Reduced |
| Petredis Investment Advisors LLC | 18,185 | $1.66M | 0.17% | −306−1.7% | Reduced |
| Forum Financial Management, LP | 18,139 | $1.66M | 0.03% | +11,038+155.4% | Added |
| Cohen Klingenstein LLC | 18,000 | $1.64M | 0.06% | −12,100−40.2% | Reduced |
| Quadrant Capital Group LLC | 17,995 | $1.64M | 0.11% | −1,202−6.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 17,955 | $1.64M | 0.03% | −1,196−6.2% | Reduced |
| Eastern Bank | 17,903 | $1.63M | 0.03% | −15−0.1% | Reduced |
| First Foundation Advisors | 17,887 | $1.63M | 0.06% | +151+0.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,664 | $1.61M | 0.75% | +1,214+7.4% | Added |
| Signal Advisors Wealth, LLC | 17,606 | $1.61M | 0.18% | −49−0.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,401 | $1.59M | 0.09% | −1,381−7.4% | Reduced |
| Lyell Wealth Management, LP | 17,365 | $1.58M | 0.14% | −1,520−8.0% | Reduced |
| Ballentine Partners, LLC | 17,269 | $1.58M | 0.03% | −55−0.3% | Reduced |
| Keel Point, LLC | 17,239 | $1.57M | 0.13% | −1,241−6.7% | Reduced |
| Congress Wealth Management LLC | 17,230 | $1.57M | 0.02% | +2,406+16.2% | Added |
| Brueske Advisory Services, LLC | 17,199 | $1.57M | 1.40% | +17,199 | New |
| Lazari Capital Management, Inc. | 17,098 | $1.56M | 0.62% | −894−5.0% | Reduced |
| Intrust Bank NA | 17,084 | $1.56M | 0.16% | +185+1.1% | Added |
| Calamos Wealth Management LLC | 17,050 | $1.56M | 0.08% | −523−3.0% | Reduced |
| D.B. Root & Company, LLC | 17,005 | $1.55M | 0.49% | −554−3.2% | Reduced |
| Baader Bank INC | 16,900 | $1.54M | 0.14% | +721+4.5% | Added |
| Huntleigh Advisors, Inc. | 16,889 | $1.54M | 0.33% | +16,889 | New |
| GAMMA Investing LLC | 16,888 | $1.54M | 0.13% | +1,783+11.8% | Added |
| CenterBook Partners LP | 16,876 | $1.54M | 0.09% | −56,441−77.0% | Reduced |
| Chicago Partners Investment Group LLC | 16,617 | $1.54M | 0.05% | +245+1.5% | Added |
| Frank, Rimerman Advisors LLC | 16,799 | $1.53M | 0.11% | +135+0.8% | Added |
| MUFG Securities Americas Inc. | 16,732 | $1.53M | 0.19% | +16,732 | New |
| Optas, LLC | 16,711 | $1.52M | 0.33% | +105+0.6% | Added |
| F/M Investments LLC | 16,684 | $1.52M | 0.06% | +16,684 | New |
| Bleakley Financial Group, LLC | 16,549 | $1.51M | 0.05% | +552+3.5% | Added |
| HF Advisory Group, LLC | 16,534 | $1.51M | 0.69% | +2,076+14.4% | Added |
| Van Cleef Asset Management,Inc | 16,470 | $1.50M | 0.16% | 00.0% | Unchanged |
| Apriem Advisors | 16,465 | $1.50M | 0.17% | −156−0.9% | Reduced |
| Benin Management CORP | 16,455 | $1.50M | 0.41% | −125−0.8% | Reduced |
| TCG Advisory Services, LLC | 16,445 | $1.50M | 0.06% | −1,068−6.1% | Reduced |
| Prudent Man Advisors, LLC | 6,777 | $1.49M | 0.54% | −234−3.3% | Reduced |
| E Fund Management Co., Ltd. | 16,279 | $1.49M | 0.07% | +4,043+33.0% | Added |
| Exeter Financial, LLC | 16,218 | $1.48M | 0.68% | +324+2.0% | Added |
| Great Valley Advisor Group, Inc. | 16,172 | $1.48M | 0.03% | −2,830−14.9% | Reduced |
| VeraBank, N.A. | 16,072 | $1.47M | 0.41% | −1,145−6.7% | Reduced |
| Keystone Wealth Services, LLC | 16,069 | $1.47M | 0.39% | +5,918+58.3% | Added |
| West Coast Financial LLC | 16,067 | $1.47M | 0.16% | −1,598−9.0% | Reduced |
| Asset Planning,Inc | 15,967 | $1.46M | 1.11% | +15,967 | New |
| Nicholson Wealth Management Group, LLC | 15,854 | $1.45M | 0.97% | +8,112+104.8% | Added |
| Thoroughbred Financial Services, LLC | 15,847 | $1.45M | 0.09% | −249−1.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 15,753 | $1.44M | 0.63% | −3,849−19.6% | Reduced |
| Interchange Capital Partners, LLC | 15,697 | $1.44M | 0.52% | −989−5.9% | Reduced |
| Vaughan David Investments LLC | 15,671 | $1.43M | 0.03% | −2,200−12.3% | Reduced |
| Boston Partners | 15,636 | $1.43M | 0.00% | −2,815,756−99.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 15,550 | $1.42M | 0.13% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 15,547 | $1.42M | 0.35% | +570+3.8% | Added |
| St. Clair Advisors, LLC | 15,534 | $1.42M | 0.41% | 00.0% | Unchanged |
| Gabelli Funds LLC | 15,525 | $1.42M | 0.01% | −425−2.7% | Reduced |
| Brown Financial Advisors | 15,496 | $1.41M | 0.57% | −1,211−7.2% | Reduced |
| Accretive Wealth Partners, LLC | 15,401 | $1.41M | 0.60% | −124−0.8% | Reduced |
| Boomfish Wealth Group, LLC | 15,335 | $1.40M | 0.85% | +108+0.7% | Added |
| Maxi Investments CY Ltd | 15,300 | $1.40M | 0.27% | +15,300 | New |
| Investors Research Corp | 15,138 | $1.38M | 0.30% | −185−1.2% | Reduced |
| Fullcircle Wealth LLC | 12,146 | $1.37M | 0.56% | +141+1.2% | Added |
| Promethium Advisors,llc | 15,035 | $1.37M | 0.94% | +340+2.3% | Added |
| Portside Wealth Group, LLC | 15,024 | $1.37M | 0.23% | +989+7.0% | Added |
| Transcend Wealth Collective, LLC | 14,975 | $1.37M | 0.10% | −2,016−11.9% | Reduced |
| Belpointe Asset Management LLC | 14,397 | $1.36M | 0.08% | +207+1.5% | Added |
| Merriman Wealth Management, LLC | 14,913 | $1.36M | 0.06% | +634+4.4% | Added |
| SBI Securities Co., Ltd. | 14,873 | $1.36M | 0.04% | +14,873 | New |
| Atomi Financial Group, Inc. | 14,861 | $1.36M | 0.07% | +1,741+13.3% | Added |
| Kingswood Wealth Advisors, LLC | 14,855 | $1.36M | 0.10% | −3,528−19.2% | Reduced |
| Koshinski Asset Management, Inc. | 14,787 | $1.35M | 0.12% | +91+0.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 14,764 | $1.35M | 0.15% | −58,076−79.7% | Reduced |
| Cape Investment Advisory, Inc. | 14,703 | $1.34M | 0.52% | −2,529−14.7% | Reduced |
| Rowland & Co Investment Counsel | 14,669 | $1.34M | 0.28% | −100−0.7% | Reduced |
| Garde Capital, Inc. | 14,659 | $1.34M | 0.09% | −4,526−23.6% | Reduced |
| Callan Family Office, LLC | 14,533 | $1.33M | 0.08% | +14,533 | New |
| Plato Investment Management Ltd | 14,451 | $1.32M | 0.10% | 00.0% | Unchanged |
| LGT Group Foundation | 14,375 | $1.31M | 0.02% | −130−0.9% | Reduced |
| Legacy Trust | 14,226 | $1.30M | 0.30% | −558−3.8% | Reduced |