STARBUCKS CORP (SBUX)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
110
Reporting holders
$164.5M
Reported value
0.0%
Calls
0.0%
Puts
-2,313
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $25.3M | 268,734 | 0.36% | 32q | -9.0%-$2.5M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $14.6M | 155,238 | 0.97% | 32q | -0.6%-$91.3K |
| Lincoln Capital LLC | $13.9M | 147,389 | 2.44% | 32q | -3.5%-$502.2K |
| Venture Visionary Partners LLC | $9.6M | 102,224 | 0.25% | 26q | +10.2%+$887.4K |
| TOTH FINANCIAL ADVISORY CORP | $6.4M | 67,821 | 0.64% | 32q | +6.5%+$388.2K |
| Farther Finance Advisors, LLC | $5.4M | 57,525 | 0.04% | 16q | +8.8%+$436.5K |
| VALLEY WEALTH MANAGERS, INC. | $4.9M | 51,721 | 0.28% | 11q | +0.8%+$39.9K |
| MassMutual Private Wealth & Trust, FSB | $4.4M | 47,087 | 0.12% | 32q | -2.8%-$126.5K |
| BENEDICT FINANCIAL ADVISORS INC | $4.3M | 45,875 | 0.86% | 32q | HELD |
| Iowa State Bank | $3.2M | 34,080 | 0.54% | new | NEW |
| MFG WEALTH MANAGEMENT, INC. | $3.1M | 33,422 | 2.28% | 4q | +19.2%+$504.9K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $3.0M | 31,878 | 0.04% | 32q | +0.8%+$23.7K |
| GAMMA Investing LLC | $3.0M | 31,755 | 0.10% | 12q | +2.6%+$76.1K |
| Central Pacific Bank - Trust Division | $2.8M | 29,745 | 0.29% | 11q | -11.8%-$372.2K |
| Dickmeyer Boyce Financial Management, Inc. | $2.7M | 28,516 | 1.37% | 3q | HELD |
| Valeo Financial Advisors, LLC | $2.5M | 27,138 | 0.05% | 32q | -3.1%-$82.8K |
| Bill Few Associates, Inc. | $2.2M | 23,838 | 0.46% | 20q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $2.2M | 23,341 | 0.18% | 32q | +3.4%+$72.4K |
| RHODES INVESTMENT ADVISORS INC /ADV | $2.2M | 23,087 | 1.54% | 4q | +15.1%+$284.9K |
| ANB BANK | $2.2M | 22,887 | 0.76% | 8q | -2.0%-$43.1K |
| Apella Capital, LLC | $1.9M | 20,346 | 0.02% | 21q | -0.7%-$13.8K |
| Red Spruce Capital, LLC | $1.8M | 19,499 | 0.65% | 7q | HELD |
| Horrell Capital Management, Inc. | $1.8M | 19,288 | 0.96% | 22q | -4.3%-$81.4K |
| CHICKASAW CAPITAL MANAGEMENT LLC | $1.7M | 18,487 | 0.06% | 32q | -1.1%-$19.7K |
| Wedmont Private Capital | $1.7M | 18,372 | 0.04% | 20q | +5.2%+$85.3K |
| ALKEME WEALTH, LLC | $1.6M | 17,327 | 0.61% | 32q | -0.9%-$15.6K |
| Avidian Wealth Enterprises, LLC | $1.6M | 17,115 | 0.04% | 29q | -10.1%-$181.0K |
| O'Keefe Stevens Advisory, Inc. | $1.6M | 16,606 | 0.32% | 11q | +13.5%+$185.3K |
| ROCKLAND TRUST CO | $1.5M | 16,105 | 0.06% | 32q | -6.0%-$97.0K |
| Norman Fields, Gottscho Capital Management, LLC | $1.5M | 15,861 | 0.45% | 32q | -0.5%-$7.5K |
| Wealth Science Advisors LLC | $1.3M | 14,053 | 0.56% | 4q | +16.1%+$183.1K |
| Douglas Lane & Associates, LLC | $1.2M | 13,254 | 0.02% | 32q | -6.8%-$90.8K |
| EASTERN BANK | $1.2M | 12,333 | 0.02% | 32q | -6.0%-$73.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.0M | 10,900 | 0.20% | 24q | -3.3%-$35.0K |
| Capital Planning LLC | $1.0M | 10,835 | 0.27% | 24q | HELD |
| Grove Bank & Trust | $1.0M | 10,670 | 0.10% | 32q | -12.6%-$144.9K |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $980.2K | 10,432 | 0.02% | 32q | HELD |
| Bath Savings Trust Co | $900.6K | 9,585 | 0.09% | 32q | -2.5%-$22.7K |
| Nautilus Advisors LLC | $808.8K | 8,608 | 0.49% | 8q | -2.5%-$20.9K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $764.5K | 8,136 | 0.07% | 20q | +1.0%+$7.8K |
| Cooper Financial Group | $748.7K | 7,968 | 0.06% | 4q | +70.7%+$310.2K |
| FELL CAPITAL MANAGEMENT /ADV | $744.6K | 7,925 | 0.64% | 4q | -4.8%-$37.6K |
| Capital Advisors Wealth Management, LLC | $744.4K | 7,922 | 0.08% | 16q | HELD |
| Versant Capital Management, Inc | $727.8K | 7,746 | 0.06% | 32q | +1.9%+$13.9K |
| Legacy Private Trust Co. | $709.5K | 7,551 | 0.04% | 3q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $707.9K | 7,534 | 0.05% | 15q | -0.9%-$6.5K |
| Everhart Financial Group, Inc. | $705.2K | 7,505 | 0.04% | 18q | +4.3%+$29.1K |
| Bank & Trust Co | $673.7K | 7,170 | 0.42% | 10q | HELD |
| INSPIRION WEALTH ADVISORS, LLC | $668.6K | 7,116 | 0.08% | 32q | -1.2%-$8.3K |
| Atlas Brown,Inc. | $641.7K | 6,830 | 0.17% | 11q | HELD |
| Investors Research Corp | $602.9K | 6,417 | 0.11% | 31q | -2.5%-$15.7K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $583.4K | 6,209 | 0.42% | 4q | -19.0%-$136.4K |
| Montecito Bank & Trust | $546.6K | 5,817 | 0.08% | 25q | +66.1%+$217.4K |
| Wealth Enhancement Trust Services, Inc. | $535.6K | 5,700 | 0.06% | 4q | -68.6%-$1.2M |
| CENTRAL BANK & TRUST CO | $497.1K | 5,291 | 0.07% | 32q | -4.1%-$21.1K |
| Emprise Bank | $481.4K | 5,123 | 0.18% | 11q | HELD |
| CoreCap Advisors, LLC | $449.3K | 4,781 | 0.01% | 9q | +17.6%+$67.3K |
| DAVIDSON TRUST CO | $420.4K | 4,474 | 0.17% | 28q | HELD |
| Acropolis Investment Management, LLC | $407.0K | 4,332 | 0.02% | 32q | -50.0%-$406.5K |
| Peoples Bank/KS | $385.2K | 4,100 | 0.38% | 13q | -0.8%-$3.3K |
| DIVERSIFIED MANAGEMENT INC | $382.3K | 4,069 | 0.07% | new | NEW |
| General Partner, Inc. | $377.5K | 4,018 | 0.20% | 16q | HELD |
| Kessler Investment Group, LLC | $354.7K | 3,775 | 0.17% | 9q | -4.6%-$16.9K |
| Galvin, Gaustad & Stein, LLC | $348.1K | 3,704 | 0.03% | 24q | -1.3%-$4.7K |
| ARGENT CAPITAL MANAGEMENT LLC | $342.4K | 3,645 | 0.01% | 29q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $333.5K | 3,549 | 0.05% | 19q | +3.2%+$10.2K |
| Rosenberg Matthew Hamilton | $314.8K | 3,350 | 0.06% | 27q | -3.2%-$10.3K |
| AVITY INVESTMENT MANAGEMENT INC. | $306.3K | 3,260 | 0.02% | new | NEW |
| YHB Investment Advisors, Inc. | $286.3K | 3,047 | 0.02% | 32q | HELD |
| Dakota Community Bank & Trust NA | $273.3K | 2,909 | 0.78% | 16q | HELD |
| S.E.E.D. Planning Group LLC | $267.1K | 2,843 | 0.07% | 26q | +14.4%+$33.5K |
| FINANCIAL MANAGEMENT NETWORK INC | $266.9K | 2,818 | 0.04% | 9q | -9.3%-$27.4K |
| jvl associates llc | $259.1K | 2,758 | 0.07% | 11q | -3.0%-$8.1K |
| Boltwood Capital Management | $248.5K | 2,645 | 0.06% | 32q | +2.1%+$5.2K |
| EPIQ PARTNERS, LLC | $244.4K | 2,601 | 0.11% | 28q | -2.5%-$6.2K |
| HF Advisory Group, LLC | $244.2K | 2,599 | 0.07% | 12q | -77.1%-$823.7K |
| Castle Rock Wealth Management, LLC | $234.3K | 2,438 | 0.04% | 17q | -9.7%-$25.2K |
| Adelphi Trust Co | $224.3K | 2,387 | 0.15% | 2q | -3.1%-$7.2K |
| AMERICAN NATIONAL BANK & TRUST | $221.5K | 2,357 | 0.02% | 32q | -0.8%-$1.9K |
| Midwest Financial Partners Investments, Inc. | $220.1K | 2,343 | 0.08% | 3q | -39.6%-$144.3K |
| PARK NATIONAL CORP /OH/ | $218.0K | 2,320 | 0.01% | 3q | +168.8%+$136.9K |
| Green Ridge Wealth Planning LLC | $214.6K | 2,284 | 0.09% | 4q | -25.1%-$72.1K |
| Balefire, LLC | $200.1K | 2,129 | 0.03% | 3q | -22.9%-$59.5K |
| GK Wealth Management LLC | $191.5K | 2,039 | 0.11% | 2q | -8.6%-$18.1K |
| Bullock Wealth Management Group | $169.1K | 1,782 | 0.07% | 11q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $112.2K | 1,194 | 0.03% | 15q | +34.2%+$28.6K |
| GILPIN WEALTH MANAGEMENT, LLC | $93.5K | 995 | 0.06% | 4q | +373.8%+$73.8K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $82.7K | 880 | 0.01% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $81.3K | 865 | 0.00% | 16q | HELD |
| Brown Shipley& Co Ltd | $73.5K | 782 | 0.04% | 15q | HELD |
| GoalVest Advisory LLC | $68.0K | 724 | 0.01% | 9q | +302.2%+$51.1K |
| Olistico Wealth, LLC | $48.9K | 520 | 0.02% | 4q | HELD |
| ATWOOD & PALMER INC | $48.1K | 512 | 0.00% | 32q | +147.3%+$28.7K |
| Byrne Asset Management LLC | $44.6K | 470 | 0.02% | 20q | HELD |
| TOMPKINS FINANCIAL CORP | $38.8K | 413 | 0.00% | 31q | HELD |
| Quintet Private Bank (Europe) S.A. | $37.6K | 400 | 0.00% | 16q | +100.0%+$18.8K |
| FIRST COMMUNITY TRUST NA | $34.1K | 363 | 0.01% | 20q | HELD |
| Mn Services Vermogensbeheer B.V. | $31.6K | 336,130 | 0.24% | 31q | +1.3% |
| Trust Co | $30.7K | 327 | 0.00% | 28q | -34.9%-$16.4K |
| Bangor Savings Bank | $26.8K | 285 | 0.00% | 18q | -12.6%-$3.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Capital World Investors | 8.2% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-24 | 2026-09-22 | Exit or disposal costs | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-05 | BREWER BRADY | ceo, International | Sold | 2,229 | $236.3K |
| 2026-09-04 | BREWER BRADY | ceo, International | Sold | 2,229 | $235.4K |
| 2026-05-05 | BREWER BRADY | ceo, International | Sold | 2,229 | $233.6K |
| 2026-07-06 | BREWER BRADY | ceo, International | Sold | 2,229 | $231.8K |
| 2026-04-29 | KELLY SARA | evp, chief partner officer | Sold | 2,000 | $210.0K |
| 2026-10-05 | BREWER BRADY | ceo, International | Sold | 1,641 | $155.5K |
| 2026-06-05 | BREWER BRADY | ceo, International | Sold | 1,641 | $154.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 110 | $164.5M | 1,750,283 | 5 | 28 | 48 | 0.0% |
| Q2 2026 | 2,423 | $113.4B | 1,047,834,699 | 201 | 754 | 930 | 5.5% |
| Q1 2026 | 2,357 | $92.0B | 975,054,116 | 165 | 761 | 900 | 5.1% |
| Q4 2025 | 2,345 | $86.8B | 969,459,488 | 128 | 646 | 1,034 | 6.0% |
| Q3 2025 | 2,285 | $83.6B | 928,446,077 | 113 | 708 | 961 | 6.1% |
| Q2 2025 | 2,364 | $93.4B | 961,477,193 | 136 | 773 | 953 | 5.7% |
| Q1 2025 | 2,420 | $96.1B | 924,049,145 | 169 | 747 | 984 | 5.8% |
| Q4 2024 | 2,413 | $88.2B | 891,060,981 | 94 | 690 | 996 | 7.7% |
| Q3 2024 | 2,359 | $95.4B | 898,779,215 | 256 | 683 | 1,030 | 8.3% |
| Q2 2024 | 2,267 | $73.2B | 864,004,093 | 137 | 765 | 1,020 | 8.1% |
| Q1 2024 | 2,448 | $85.1B | 888,434,085 | 133 | 899 | 917 | 4.6% |
| Q4 2023 | 2,474 | $86.1B | 856,321,531 | 145 | 849 | 855 | 4.6% |
| Q3 2023 | 2,317 | $77.7B | 810,882,214 | 102 | 789 | 841 | 4.6% |
| Q2 2023 | 2,361 | $85.3B | 820,605,713 | 115 | 775 | 890 | 4.7% |
| Q1 2023 | 2,384 | $90.3B | 818,735,383 | 147 | 763 | 936 | 5.7% |
| Q4 2022 | 2,346 | $88.9B | 840,220,051 | 178 | 706 | 843 | 5.9% |
| Q3 2022 | 2,175 | $73.4B | 815,737,241 | 149 | 777 | 755 | 6.4% |
| Q2 2022 | 2,155 | $63.6B | 788,618,738 | 119 | 812 | 864 | 5.3% |
| Q1 2022 | 2,285 | $75.6B | 787,206,347 | 125 | 869 | 899 | 5.5% |
| Q4 2021 | 2,421 | $99.8B | 804,272,386 | 110 | 870 | 724 | 5.9% |
| Q3 2021 | 2,255 | $94.8B | 816,294,062 | 104 | 843 | 714 | 5.0% |
| Q2 2021 | 2,248 | $96.0B | 821,554,378 | 105 | 873 | 722 | 4.4% |
| Q1 2021 | 2,237 | $94.1B | 823,968,641 | 130 | 863 | 756 | 4.4% |
| Q4 2020 | 2,217 | $95.7B | 828,846,821 | 155 | 823 | 670 | 6.2% |
| Q3 2020 | 2,010 | $73.0B | 802,942,881 | 153 | 778 | 698 | 5.6% |
| Q2 2020 | 1,954 | $63.2B | 819,316,700 | 193 | 838 | 625 | 4.7% |
| Q1 2020 | 1,884 | $56.8B | 824,525,922 | 182 | 825 | 605 | 4.7% |
| Q4 2019 | 1,931 | $76.3B | 834,489,939 | 103 | 649 | 602 | 3.9% |
| Q3 2019 | 1,776 | $77.4B | 845,945,665 | 94 | 470 | 835 | 3.4% |
| Q2 2019 | 1,754 | $75.3B | 868,038,664 | 128 | 511 | 745 | 3.5% |
| Q1 2019 | 1,716 | $68.3B | 887,149,180 | 163 | 557 | 632 | 3.5% |
| Q4 2018 | 1,633 | $65.1B | 940,525,545 | 11 | 18 | 36 | 7.0% |