Institutional Ownership Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX). We have compiled data on the 2,642 institutions that hold shares in the stock, with a total of 848 Million shares, which have been reported (via 13F filing form) to have a value of $84.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
30,203
shares
|
$3.1 Million
0.08% of portfolio
|
Q4 2023
Reduced 0.31%
|
|
|
Hap Trading, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
30,183
shares
|
$3.09 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
30,159
shares
|
$3.09 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
30,100
shares
|
$3.09 Million
0.11% of portfolio
|
Q4 2021
Reduced 12.23%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
30,082
shares
|
$3.08 Million
0.11% of portfolio
|
Q3 2024
Reduced 35.91%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
30,000
shares
|
$3.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
29,875
shares
|
$3.06 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
29,741
shares
|
$3.05 Million
0.37% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
29,658
shares
|
$3.04 Million
0.05% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
29,563
shares
|
$3.03 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 24, 2024 Q3 2024 |
29,550
shares
|
$3.03 Million
2.31% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
29,510
shares
|
$3.02 Million
0.24% of portfolio
|
Q4 2022
Added 2.04%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
29,450
shares
|
$3.02 Million
1.16% of portfolio
|
Q3 2024
Reduced 13.0%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
29,428
shares
|
$3.02 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
29,427
shares
|
$3.02 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
29,426
shares
|
$3.02 Million
2.03% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
29,410
shares
|
$3.01 Million
0.75% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
29,405
shares
|
$3.01 Million
0.03% of portfolio
|
Q3 2024
Reduced 36.81%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
29,300
shares
|
$3 Million
0.03% of portfolio
|
Q2 2022
Reduced 16.01%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
29,172
shares
|
$2.99 Million
0.57% of portfolio
|
Q3 2024
Reduced 22.33%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
29,139
shares
|
$2.99 Million
0.59% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
29,121
shares
|
$2.98 Million
0.67% of portfolio
|
Q3 2022
Added 10.73%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
29,031
shares
|
$2.98 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
29,028
shares
|
$2.98 Million
0.57% of portfolio
|
Q3 2024
Reduced 17.4%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
28,910
shares
|
$2.96 Million
1.2% of portfolio
|
Q3 2024
Added 3.63%
|