Institutional Ownership Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX). We have compiled data on the 2,753 institutions that hold shares in the stock, with a total of 912 Million shares, which have been reported (via 13F filing form) to have a value of $86.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
74
shares
|
$6,988
0.0% of portfolio
|
Q1 2025
Reduced 61.46%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
74
shares
|
$6,988
0.01% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
71
shares
|
$6,705
0.0% of portfolio
|
Q1 2025
Added 42.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
69
shares
|
$6,516
0.0% of portfolio
|
Q2 2024
Reduced 12.66%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
67
shares
|
$6,327
0.0% of portfolio
|
Q2 2022
Reduced 84.98%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
67
shares
|
$6,327
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
65
shares
|
$6,138
0.0% of portfolio
|
Q3 2024
Added 44.44%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
64
shares
|
$6,044
0.0% of portfolio
|
Q3 2023
Reduced 40.19%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
61
shares
|
$5,760
0.0% of portfolio
|
Q2 2025
Added 258.82%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
60
shares
|
$5,666
0.0% of portfolio
|
Q3 2024
Reduced 38.14%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
59
shares
|
$5,571
0.0% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
58
shares
|
$5,477
0.0% of portfolio
|
Q2 2024
Reduced 4.92%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
56
shares
|
$5,288
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
51
shares
|
$4,816
0.0% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
50
shares
|
$4,722
0.0% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
50
shares
|
$4,722
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
50
shares
|
$4,722
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
47
shares
|
$4,438
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
47
shares
|
$4,438
0.0% of portfolio
|
Q1 2025
Added 62.07%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
42
shares
|
$3,966
0.0% of portfolio
|
Q3 2022
Reduced 65.57%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
40
shares
|
$3,777
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
40
shares
|
$3,777
0.0% of portfolio
|
Q2 2025
Reduced 79.59%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
37
shares
|
$3,494
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$2,833
0.0% of portfolio
|
Q1 2025
Reduced 98.54%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
30
shares
|
$2,833
0.0% of portfolio
|
Q1 2025
Reduced 77.44%
|