Institutional Ownership Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX). We have compiled data on the 2,643 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 $87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
18,383
shares
|
$1.88 Million
0.13% of portfolio
|
Q3 2024
Added 90.06%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 06, 2024 Q3 2024 |
18,316
shares
|
$1.88 Million
1.07% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
18,286
shares
|
$1.87 Million
0.54% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
18,278
shares
|
$1.87 Million
0.23% of portfolio
|
Q4 2023
Added 62.27%
|
|
|
Lynch Asset Management, Inc.
|
Oct 24, 2024 Q3 2024 |
18,200
shares
|
$1.87 Million
0.75% of portfolio
|
Q2 2024
Added 65.45%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
18,106
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
17,992
shares
|
$1.84 Million
0.75% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
17,918
shares
|
$1.84 Million
0.03% of portfolio
|
Q3 2024
Added 542.22%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
17,871
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2024
Reduced 25.09%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
17,870
shares
|
$1.83 Million
0.2% of portfolio
|
Q3 2024
Added 73.39%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
17,866
shares
|
$1.83 Million
0.46% of portfolio
|
Q1 2023
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
17,736
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2024
Reduced 26.23%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
17,677
shares
|
$1.81 Million
0.08% of portfolio
|
Q3 2024
Reduced 53.88%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
17,665
shares
|
$1.81 Million
0.19% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
17,655
shares
|
$1.81 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
17,573
shares
|
$1.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
17,559
shares
|
$1.8 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,539
shares
|
$1.8 Million
0.04% of portfolio
|
Q3 2022
Added 222.76%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
17,513
shares
|
$1.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Lgt Capital Partners Ltd.
|
Nov 08, 2024 Q3 2024 |
17,500
shares
|
$1.79 Million
0.06% of portfolio
|
Q3 2024
Reduced 97.15%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
17,475
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2023
Added 1.05%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
17,455
shares
|
$1.79 Million
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
17,324
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
17,238
shares
|
$1.77 Million
0.2% of portfolio
|
Q3 2024
Added 140.28%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
17,232
shares
|
$1.77 Million
0.68% of portfolio
|
Q3 2024
Added 19.82%
|