Institutional Ownership Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX). We have compiled data on the 2,633 institutions that hold shares in the stock, with a total of 846 Million shares, which have been reported (via 13F filing form) to have a value of $92.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$107,680
0.04% of portfolio
|
Q2 2023
Reduced 4.76%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
971
shares
|
$104,557
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
970
shares
|
$104,449
0.13% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
960
shares
|
$103,372
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
950
shares
|
$102,296
0.01% of portfolio
|
Q2 2023
Added 57.81%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
932
shares
|
$100,357
0.03% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
930
shares
|
$100,142
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
928
shares
|
$99,927
0.02% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
920
shares
|
$99,065
0.01% of portfolio
|
Q2 2024
Reduced 58.93%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
917
shares
|
$98,742
0.01% of portfolio
|
Q3 2024
Added 52.33%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
914
shares
|
$98,419
0.05% of portfolio
|
Q1 2021
Reduced 0.11%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
895
shares
|
$96,373
0.04% of portfolio
|
Q4 2024
Reduced 18.26%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
888
shares
|
$95,619
0.01% of portfolio
|
Q3 2024
Reduced 58.17%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
879
shares
|
$94,650
0.01% of portfolio
|
Q2 2024
Reduced 24.09%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
876
shares
|
$94,327
0.04% of portfolio
|
Q3 2024
Reduced 46.03%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
875
shares
|
$94,220
0.0% of portfolio
|
Q4 2024
Reduced 50.82%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
872
shares
|
$93,896
0.0% of portfolio
|
Q3 2024
Reduced 52.58%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
871
shares
|
$93,789
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
834
shares
|
$89,805
0.01% of portfolio
|
Q3 2024
Reduced 26.06%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
825
shares
|
$88,836
0.01% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
819
shares
|
$88,189
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
813
shares
|
$87,543
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
809
shares
|
$87,113
0.03% of portfolio
|
Q4 2024
Reduced 25.37%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
809
shares
|
$87,113
0.03% of portfolio
|
Q2 2024
Reduced 15.55%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
806
shares
|
$86,790
0.02% of portfolio
|
Q1 2022
Reduced 48.51%
|