Institutional Ownership Starbucks Corp (SBUX)
This table provides information about the institutional ownership of Starbucks Corp (SBUX). We have compiled data on the 2,641 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 $83.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
927
shares
|
$92,690
0.04% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
920
shares
|
$91,990
0.01% of portfolio
|
Q2 2024
Reduced 58.93%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
917
shares
|
$91,690
0.01% of portfolio
|
Q3 2024
Added 52.33%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
914
shares
|
$91,390
0.05% of portfolio
|
Q1 2021
Reduced 0.11%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
888
shares
|
$88,791
0.01% of portfolio
|
Q3 2024
Reduced 58.17%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
879
shares
|
$87,891
0.01% of portfolio
|
Q2 2024
Reduced 24.09%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
876
shares
|
$87,591
0.04% of portfolio
|
Q3 2024
Reduced 46.03%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
872
shares
|
$87,191
0.0% of portfolio
|
Q3 2024
Reduced 52.58%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
868
shares
|
$86,791
0.01% of portfolio
|
Q3 2024
Added 52.82%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
850
shares
|
$84,991
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
834
shares
|
$83,391
0.01% of portfolio
|
Q3 2024
Reduced 26.06%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
819
shares
|
$81,891
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
813
shares
|
$81,291
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
809
shares
|
$80,891
0.03% of portfolio
|
Q2 2024
Reduced 15.55%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
806
shares
|
$80,591
0.02% of portfolio
|
Q1 2022
Reduced 48.51%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
790
shares
|
$78,992
0.12% of portfolio
|
Q1 2022
Added 12.86%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
781
shares
|
$78,092
0.05% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
780
shares
|
$77,992
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
773
shares
|
$77,292
0.01% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
755
shares
|
$75,492
0.02% of portfolio
|
Q4 2023
Reduced 0.66%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
750
shares
|
$74,992
0.01% of portfolio
|
Q3 2024
Reduced 14.48%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
729
shares
|
$72,892
0.04% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
726
shares
|
$72,592
0.02% of portfolio
|
Q3 2024
Added 60.98%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
725
shares
|
$72,492
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
725
shares
|
$72,492
0.01% of portfolio
|
Q3 2024
Reduced 41.77%
|