Free Trial

Starbucks (SBUX) Institutional Ownership

Starbucks logo
$95.13 +0.70 (+0.74%)
As of 01/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Starbucks (NASDAQ:SBUX)

Current
Institutional Ownership
Percentage
72.29%
Number of
Institutional Buyers
(last 12 months)
1408
Total
Institutional Inflows
(last 12 months)
$10.89B
Number of
Institutional Sellers
(last 12 months)
1260
Total
Institutional Outflows
(last 12 months)
$8.10B
Get SBUX Insider Trade Alerts

Want to know when executives and insiders are buying or selling Starbucks stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SBUX Institutional Buying and Selling by Quarter

Starbucks Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 New Century Financial Group LLC6,308$584K0.2%-12.0%0.001%
1/17/2025 Key Client Fiduciary Advisors LLC2,954$270K0.1%+19.1%0.000%
1/17/2025 Veracity Capital LLC3,529$322K0.1%-5.0%0.000%
1/17/2025 Secure Asset Management LLC2,603$238K0.0%N/A0.000%
1/17/2025 Red Door Wealth Management LLC4,985$455K0.1%+2.4%0.000%
1/17/2025 IVC Wealth Advisors LLC4,175$381K0.2%-16.4%0.000%
1/17/2025 Galvin Gaustad & Stein LLC7,055$644K0.1%-35.1%0.001%
1/17/2025 Avior Wealth Management LLC12,473$1.14M0.0%-6.7%0.001%
1/17/2025 Beacon Investment Advisory Services Inc.75,429$6.88M0.3%-10.1%0.007%
1/17/2025 Bill Few Associates Inc.21,512$1.96M0.7%-2.3%0.002%
1/17/2025 D.B. Root & Company LLC17,005$1.55M0.5%-3.2%0.001%
1/17/2025 Mutual Advisors LLC45,748$4.32M0.1%-2.7%0.004%
1/17/2025 First PREMIER Bank6,483$591K0.2%-8.3%0.001%
1/17/2025 Riverbridge Partners LLC510,103$46.55M0.6%-3.6%0.045%
1/17/2025 Olistico Wealth LLC789$72K0.0%+193.3%0.000%
1/17/2025 True North Advisors LLC5,013$457K0.1%-8.3%0.000%
1/17/2025 Wendell David Associates Inc.13,977$1.28M0.1%-14.8%0.001%
1/17/2025 Traynor Capital Management Inc.7,098$648K0.0%-6.9%0.001%
1/17/2025 Wesbanco Bank Inc.133,461$12.18M0.4%+1.6%0.012%
1/17/2025 Janney Montgomery Scott LLC246,498$22.49M0.1%-10.0%0.022%
1/17/2025 Bartlett & CO. Wealth Management LLC70,024$6.39M0.1%-6.5%0.006%
1/17/2025 SG Americas Securities LLC204,711$18.68M0.1%-223.2%0.018%
1/17/2025 Phillips Wealth Planners LLC5,156$476K0.5%+50.9%0.000%
1/17/2025 Evolution Wealth Advisors LLC2,657$242K0.0%N/A0.000%
1/17/2025 Westside Investment Management Inc.12,148$1.11M0.2%-4.4%0.001%
1/17/2025 Park Place Capital Corp11,548$1.05M0.3%+12.2%0.001%
1/17/2025 Magnus Financial Group LLC7,418$677K0.1%-4.0%0.001%
1/17/2025 Daymark Wealth Partners LLC11,323$1.03M0.0%-11.8%0.001%
1/17/2025 Finley Financial LLC1,008$94K0.0%N/A0.000%
1/17/2025 Madison Park Capital Advisors LLC8,990$820K0.7%+121.5%0.001%
1/17/2025 Viking Fund Management LLC85,000$7.76M1.2%-19.0%0.007%
1/17/2025 Global Trust Asset Management LLC809$74K0.0%-25.4%0.000%
1/17/2025 Davis Capital Management11,350$1.04M0.8%-4.8%0.001%
1/17/2025 Eads & Heald Wealth Management18,246$1.67M0.8%+16.3%0.002%
1/17/2025 XML Financial LLC5,025$459K0.0%-26.4%0.000%
1/17/2025 Nisa Investment Advisors LLC401,473$36.63M0.1%-5.7%0.035%
1/17/2025 Simon Quick Advisors LLC4,347$397K0.0%-7.7%0.000%
1/17/2025 Sheets Smith Wealth Management6,005$548K0.1%-14.1%0.001%
1/17/2025 Beaumont Financial Advisors LLC4,672$426K0.0%+9.8%0.000%
1/17/2025 MCF Advisors LLC1,839$168K0.0%+20.0%0.000%
Vladimir Lenin was right… (Ad)

The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.

Including the name of the #1 company to buy.
1/17/2025 White Pine Investment CO12,905$1.18M0.3%-67.4%0.001%
1/17/2025 Howard Capital Management Group LLC4,166$380K0.0%-4.6%0.000%
1/17/2025 Fort Washington Investment Advisors Inc. OH1,140,119$104.04M0.6%+0.3%0.101%
1/17/2025 JBGlobal.com LLC3,603$329K0.3%N/A0.000%
1/17/2025 Mogy Joel R Investment Counsel Inc.238,763$21.79M1.3%-12.1%0.021%
1/17/2025 Atomi Financial Group Inc.14,861$1.36M0.1%+13.3%0.001%
1/17/2025 Monterey Private Wealth Inc.4,522$413K0.1%+45.8%0.000%
1/17/2025 AMI Asset Management Corp343,210$31.32M1.7%-1.8%0.030%
1/17/2025 Chesley Taft & Associates LLC67,443$6.15M0.3%-1.4%0.006%
1/17/2025 Alpha Cubed Investments LLC28,413$2.59M0.1%-33.7%0.003%
1/17/2025 Perpetual Ltd8,178$746K0.0%-43.9%0.001%
1/16/2025 Charles Schwab Trust Co9,445$862K0.1%+2.0%0.001%
1/16/2025 Kiley Juergens Wealth Management LLC116,673$10.65M2.7%-0.4%0.010%
1/16/2025 ARS Investment Partners LLC2,940$268K0.0%+22.6%0.000%
1/16/2025 Crossmark Global Holdings Inc.179,398$16.37M0.3%+0.4%0.016%
1/16/2025 Davies Financial Advisors Inc.6,784$619K0.5%-21.3%0.001%
1/16/2025 Mitchell & Pahl Private Wealth LLC17,664$1.61M0.8%+7.4%0.002%
1/16/2025 Rezny Wealth Management Inc.15,547$1.42M0.3%+3.8%0.001%
1/16/2025 Culbertson A N & Co. Inc.21,958$2.00M0.3%-5.7%0.002%
1/16/2025 Pure Financial Advisors LLC4,014$366K0.0%+25.0%0.000%
1/16/2025 Tudor Financial Inc.3,253$297K0.2%-76.5%0.000%
1/16/2025 Addenda Capital Inc.79,032$7.21M0.3%-0.3%0.007%
1/16/2025 New Hampshire Trust7,560$690K0.1%-28.0%0.001%
1/16/2025 Sky Investment Group LLC19,792$1.81M0.3%-1.6%0.002%
1/16/2025 Harbor Investment Advisory LLC54,430$4.97M0.4%-1.2%0.005%
1/16/2025 Gemmer Asset Management LLC110,087$10.05M1.0%-0.4%0.010%
1/16/2025 Cove Private Wealth LLC2,902$265K0.2%N/A0.000%
1/16/2025 Zhang Financial LLC3,116$284K0.0%+5.8%0.000%
1/16/2025 MassMutual Private Wealth & Trust FSB59,392$5.42M0.2%-47.4%0.005%
1/16/2025 Penn Davis Mcfarland Inc.28,444$2.60M0.3%-0.5%0.003%
1/16/2025 UMB Bank n.a.51,459$4.70M0.1%-19.5%0.005%
1/16/2025 Thrive Wealth Management LLC3,861$352K0.1%-8.9%0.000%
1/16/2025 Willner & Heller LLC3,873$353K0.3%+3.9%0.000%
1/16/2025 Scott Capital Advisors LLC2,995$280K0.1%-22.6%0.000%
1/16/2025 Mechanics Bank Trust Department9,940$907K0.1%-10.7%0.001%
1/16/2025 Lincoln Capital LLC168,756$15.40M3.2%-1.5%0.015%
1/16/2025 Diversify Advisory Services LLC6,954$641K0.0%-14.8%0.001%
1/16/2025 Diversify Wealth Management LLC4,078$376K0.0%+38.8%0.000%
1/16/2025 LVW Advisors LLC3,497$319K0.0%+11.5%0.000%
1/16/2025 City Holding Co.28,517$2.60M0.4%+12.0%0.003%
1/16/2025 Grove Bank & Trust1,590$145K0.0%+13.5%0.000%
1/16/2025 Perkins Coie Trust Co38,449$3.51M0.8%-10.3%0.003%
1/16/2025 Clarius Group LLC66,907$6.11M0.4%+0.4%0.006%
1/15/2025 HF Advisory Group LLC16,534$1.51M0.7%+14.4%0.001%
1/15/2025 Aaron Wealth Advisors LLC6,512$594K0.1%+2.9%0.001%
1/15/2025 Whitaker Myers Wealth Managers LTD.3,531$322K0.1%N/A0.000%
1/15/2025 Moss Adams Wealth Advisors LLC7,846$716K0.1%-6.7%0.001%
1/15/2025 WealthBridge Investment Counsel Inc.71,968$6.57M2.4%-0.5%0.006%
1/15/2025 Astoria Portfolio Advisors LLC.6,916$644K0.2%+1.9%0.001%
1/15/2025 Smith Salley Wealth Management37,660$3.44M0.2%+3.0%0.003%
Must-See: 5-Second Trump Prediction (Ad)

President Trump's prediction is about to become a reality... Opening a rare window of opportunity for you to accelerate your retirement during the first 100 days of his administration.

Click here now to get the details because you must act before January 20th.
1/15/2025 Financial Management Professionals Inc.4,869$444K0.1%+529.9%0.000%
1/15/2025 Ameritas Advisory Services LLC22,427$2.05M0.1%+12.5%0.002%
1/15/2025 HB Wealth Management LLC38,081$3.48M0.0%-0.9%0.003%
1/15/2025 KRS Capital Management LLC3,181$290K0.2%-5.2%0.000%
1/15/2025 Trust Co. of Vermont117,690$10.74M0.5%-14.6%0.010%
1/15/2025 Gill Capital Partners LLC5,501$502K0.2%+9.0%0.000%
1/15/2025 Premier Path Wealth Partners LLC4,854$443K0.1%+13.0%0.000%
1/15/2025 Cohen Klingenstein LLC18,000$1.64M0.1%-40.2%0.002%
1/15/2025 Sanibel Captiva Trust Company Inc.275,326$25.12M0.8%-2.3%0.024%
1/15/2025 Howard Financial Services LTD.2,653$242K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SBUX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBUX shares?

During the previous two years, 2,669 institutional investors and hedge funds held shares of Starbucks. The most heavily invested institutionals were Vanguard Group Inc. ($9.91B), BlackRock Inc. ($7.96B), State Street Corp ($4.48B), Geode Capital Management LLC ($2.36B), Morgan Stanley ($1.96B), FMR LLC ($1.93B), and Wellington Management Group LLP ($1.48B).Learn more on SBUX's institutional investors.

What percentage of Starbucks stock is owned by institutional investors?

72.29% of Starbucks stock is owned by institutional investors. Learn more on SBUX's institutional investor holdings.

Which institutional investors have been buying Starbucks stock?

Of the 2,193 institutional investors that purchased Starbucks stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($125.04M), Norges Bank ($12.92M), Wellington Management Group LLP ($7.60M), FMR LLC ($7.02M), Flossbach Von Storch AG ($5.60M), Ontario Teachers Pension Plan Board ($4.54M), and Van ECK Associates Corp ($4.40M).

How much institutional buying is happening at Starbucks?

Institutional investors have bought a total of 320,014,308 shares in the last 24 months. This purchase volume represents approximately $30.86B in transactions.

Which Starbucks major shareholders have been selling company stock?

Of the 1,845 institutional investors that sold Starbucks stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Research Global Investors ($24.77M), Wellington Management Group LLP ($8.28M), OFI Invest Asset Management ($7.55M), Massachusetts Financial Services Co. MA ($4.33M), Stifel Financial Corp ($3.69M), Jensen Investment Management Inc. ($3.63M), and Mackenzie Financial Corp ($2.65M).

How much institutional selling is happening at Starbucks?

Institutional investors have sold a total of 149,637,229 shares in the last 24 months. This volume of shares sold represents approximately $14.04B in transactions.



This page (NASDAQ:SBUX) was last updated on 1/20/2025 by MarketBeat.com Staff
From Our Partners