SBUX Institutional Ownership
Starbucks Corporation
1W: +4.2%
1M: +8.1%
3M: -1.9%
YTD: +25.1%
1Y: +21.3%
3Y: +18.1%
5Y: +2.0%
$103.20
+0.16 (+0.16%)
Weekly Expected Move ±3.7%
$93
$97
$101
$105
$108
Credit Risk of going bust: lower than 84% of companies Debt: 16.0% of company value Bonds: $144.6M held by 226 funds, 57 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.80 (down 99.2%), Starbucks Corporation would be worth roughly what it owes.
Total debt $22.43B against a stock market value of $117.65B.
Distance to default 11.00 (Merton model): prices to 2026-10-28, balance sheet 2026-06-28, debt counted $7.39B (short-term plus half of long-term), stock volatility 27.3%; Altman Z'' -0.74. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.80 (down 99.2%), Starbucks Corporation would be worth roughly what it owes.
Total debt $22.43B against a stock market value of $117.65B.
Distance to default 11.00 (Merton model): prices to 2026-10-28, balance sheet 2026-06-28, debt counted $7.39B (short-term plus half of long-term), stock volatility 27.3%; Altman Z'' -0.74. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — SBUX
2,562
Institutional Holders
+49 vs prior quarter
0.0%
Ownership
+0.00pp
$99B
Total Invested
224
New Positions
873
Increased
1146
Reduced
131
Closed
1.02
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2682 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital Research Global Investors | 109,649,535 | $11.3B | +7,301,016 | +7.1% | 23Q | SEC ↗ |
| 2 | Capital World Investors | 91,475,472 | $9.4B | -11,840,157 | -11.5% | 10Q | SEC ↗ |
| 3 | BlackRock, Inc. | 83,222,518 | $8.6B | +3,658,187 | +4.6% | 8Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 74,431,675 | $7.7B | +405,447 | +0.5% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 49,260,268 | $5.1B | +1,530,497 | +3.2% | 46Q | SEC ↗ |
| 6 | Invesco Ltd. | 38,497,546 | $4.0B | +14,590,632 | +61.0% | 87Q | SEC ↗ |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 30,105,849 | $3.1B | +660,824 | +2.2% | 2Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 28,569,031 | $2.9B | +552,852 | +2.0% | 92Q | SEC ↗ |
| 9 | FMR LLC | 26,301,027 | $2.7B | +536,502 | +2.1% | 110Q | SEC ↗ |
| 10 | MORGAN STANLEY | 19,928,895 | $2.1B | -4,934,815 | -19.8% | 60Q | SEC ↗ |
| 11 | Capital International Investors | 15,793,593 | $1.6B | +1,780,300 | +12.7% | 17Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 15,473,992 | $1.6B | -287,363 | -1.8% | 15Q | SEC ↗ |
| 13 | WELLS FARGO & COMPANY/MN | 13,337,261 | $1.4B | -290,155 | -2.1% | 102Q | SEC ↗ |
| 14 | GOLDMAN SACHS GROUP INC | 13,025,824 | $1.3B | +2,140,750 | +19.7% | 15Q | SEC ↗ |
| 15 | NORGES BANK NEW | 12,985,276 | $1.3B | — | +0.0% | 1Q | SEC ↗ |
| 16 | Fisher Asset Management, LLC | 12,585,385 | $1.3B | +338,136 | +2.8% | 71Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 12,306,545 | $1.3B | +33,225 | +0.3% | 110Q | SEC ↗ |
| 18 | UBS Group AG | 9,438,008 | $974M | -432,991 | -4.4% | 47Q | SEC ↗ |
| 19 | LOOMIS SAYLES & CO L P | 9,132,297 | $942M | -244,151 | -2.6% | 69Q | SEC ↗ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 8,739,565 | $902M | +61,815 | +0.7% | 15Q | SEC ↗ |
| 21 | Sixth Street Partners Management Compa NEW | 8,739,565 | $902M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Nuveen, LLC | 8,577,105 | $885M | -618,532 | -6.7% | 6Q | SEC ↗ |
| 23 | UBS AM, a distinct business unit of UB | 8,506,482 | $878M | +1,767,530 | +26.2% | 63Q | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 7,630,782 | $787M | -121,060 | -1.6% | 76Q | SEC ↗ |
| 25 | T. Rowe Price Investment Management, I | 7,235,606 | $747M | -5,824,988 | -44.6% | 17Q | SEC ↗ |
| 26 | JPMORGAN CHASE & CO | 7,151,808 | $738M | -379,142 | -5.0% | 103Q | SEC ↗ |
| 27 | VANGUARD FIDUCIARY TRUST CO | 6,481,965 | $669M | +48,078 | +0.7% | 2Q | SEC ↗ |
| 28 | Legal & General Group Plc | 6,357,006 | $656M | -671,879 | -9.6% | 27Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 5,648,427 | $583M | +543,412 | +10.6% | 72Q | SEC ↗ |
| 30 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 5,482,836 | $566M | -510,988 | -8.5% | 62Q | SEC ↗ |
| 31 | AMERIPRISE FINANCIAL INC | 5,283,820 | $545M | +350,796 | +7.1% | 16Q | SEC ↗ |
| 32 | WELLINGTON MANAGEMENT GROUP LLP | 5,059,540 | $522M | +1,077,415 | +27.1% | 70Q | SEC ↗ |
| 33 | Amundi | 4,551,944 | $470M | +262,791 | +6.1% | 21Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 3,930,942 | $406M | +96,920 | +2.5% | 7Q | SEC ↗ |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 3,747,640 | $387M | -276,349 | -6.9% | 79Q | SEC ↗ |
| 36 | POLEN CAPITAL MANAGEMENT LLC | 3,550,773 | $366M | -1,504,715 | -29.8% | 6Q | SEC ↗ |
| 37 | FRANKLIN RESOURCES INC | 3,255,344 | $336M | -29,463 | -0.9% | 22Q | SEC ↗ |
| 38 | Swiss National Bank | 3,213,400 | $332M | -123,700 | -3.7% | 53Q | SEC ↗ |
| 39 | Assenagon Asset Management S.A. | 3,182,890 | $328M | +2,637,715 | +483.8% | 25Q | SEC ↗ |
| 40 | PRICE T ROWE ASSOCIATES INC /MD | 3,088,443 | $319M | +737,507 | +31.4% | 16Q | SEC ↗ |
| 41 | DZ BANK AG Deutsche Zentral Genossensc | 2,999,124 | $310M | +2,797,507 | +1387.5% | 39Q | SEC ↗ |
| 42 | Mitsubishi UFJ Asset Management Co., L | 2,878,911 | $297M | +213,311 | +8.0% | 69Q | SEC ↗ |
| 43 | DIMENSIONAL FUND ADVISORS LP | 2,811,642 | $290M | +67,125 | +2.4% | 102Q | SEC ↗ |
| 44 | National Pension Service | 2,795,886 | $289M | +37,412 | +1.4% | 48Q | SEC ↗ |
| 45 | BARCLAYS PLC | 2,785,339 | $287M | -46,649 | -1.6% | 67Q | SEC ↗ |
| 46 | Corient Private Wealth LP | 2,783,025 | $287M | -232,029 | -7.7% | 15Q | SEC ↗ |
| 47 | JENNISON ASSOCIATES LLC | 2,774,816 | $286M | +2,757,594 | +16012.0% | 6Q | SEC ↗ |
| 48 | DEUTSCHE BANK AG | 2,636,922 | $272M | -519,425 | -16.5% | 52Q | SEC ↗ |
| 49 | Sumitomo Mitsui Trust Group, Inc. | 2,622,136 | $271M | +16,675 | +0.6% | 61Q | SEC ↗ |
| 50 | VANGUARD ASSET MANAGEMENT, Ltd | 2,576,065 | $266M | +296,140 | +13.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 12,985,276 | $1.3B |
| Sixth Street Partners Management Co | 8,739,565 | $902M |
| Alyeska Investment Group, L.P. | 1,668,315 | $172M |
| Cartenna Capital, LP | 460,000 | $47M |
| Caisse de depot et placement du Que | 407,069 | $42M |
| Epoch Investment Partners, Inc. | 345,451 | $36M |
| Nykredit A/S | 288,913 | $30M |
| Employees Retirement System of Texa | 250,000 | $26M |
| Trans-Canada Capital Inc. | 244,855 | $25M |
| MARSHALL WACE, LLP | 220,788 | $23M |
| Trexquant Investment LP | 187,693 | $19M |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 158,000 | $16M |
| LOGAN CAPITAL MANAGEMENT INC | 155,278 | $16M |
| Jupiter Topco LLC | 136,391 | $14M |
| NATIXIS | 131,253 | $14M |
| Andra AP-fonden | 118,306 | $12M |
| TriCert Investment Counsel Inc. | 101,185 | $10M |
| OFI INVEST ASSET MANAGEMENT | 96,232 | $10M |
| TRUST CO OF VERMONT | 82,754 | $9M |
| CMT Capital Markets Trading GmbH | 69,021 | $7M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Holocene Advisors, LP | 2,132,307 | $220M |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 1,654,981 | $171M |
| RENAISSANCE TECHNOLOGIES LLC | 1,331,884 | $137M |
| CONFLUENCE INVESTMENT MANAGEMENT LL | 315,131 | $33M |
| Ilex Capital Partners (UK) LLP | 270,262 | $28M |
| HRT FINANCIAL LP | 242,151 | $25M |
| Skandinaviska Enskilda Banken AB (p | 228,450 | $24M |
| NS Partners Ltd | 171,552 | $18M |
| ING GROEP NV | 145,090 | $15M |
| INTACT INVESTMENT MANAGEMENT INC. | 101,800 | $11M |
| Y-Intercept (Hong Kong) Ltd | 97,374 | $10M |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 95,000 | $10M |
| BOCHK Asset Management Ltd | 67,000 | $7M |
| DRW Securities, LLC | 60,971 | $6M |
| Alphadyne Asset Management LP | 56,857 | $6M |
| Laurion Capital Management LP | 53,035 | $5M |
| Quantbot Technologies LP | 47,279 | $5M |
| Darwins River Capital, LP | 45,000 | $5M |
| Quadrant Private Wealth Management, | 39,914 | $4M |
| Virtu Financial LLC | 36,771 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | +14,590,632 | +61.0% | 38,497,546 |
| Capital Research Global Investors | +7,301,016 | +7.1% | 109,649,535 |
| BlackRock, Inc. | +3,658,187 | +4.6% | 83,222,518 |
| DZ BANK AG Deutsche Zentral Genosse | +2,797,507 | +1387.5% | 2,999,124 |
| JENNISON ASSOCIATES LLC | +2,757,594 | +16012.0% | 2,774,816 |
| Assenagon Asset Management S.A. | +2,637,715 | +483.8% | 3,182,890 |
| GOLDMAN SACHS GROUP INC | +2,140,750 | +19.7% | 13,025,824 |
| TORONTO DOMINION BANK | +1,799,874 | +505.3% | 2,156,107 |
| Capital International Investors | +1,780,300 | +12.7% | 15,793,593 |
| UBS AM, a distinct business unit of | +1,767,530 | +26.2% | 8,506,482 |
| STATE STREET CORP | +1,530,497 | +3.2% | 49,260,268 |
| AMERICAN CENTURY COMPANIES INC | +1,204,719 | +969.5% | 1,328,976 |
| WELLINGTON MANAGEMENT GROUP LLP | +1,077,415 | +27.1% | 5,059,540 |
| NATIONAL BANK OF CANADA /FI | +1,010,850 | +210.0% | 1,492,133 |
| Squarepoint Ops LLC | +829,181 | +2737.9% | 859,466 |
| Balyasny Asset Management L.P. | +826,637 | +200.0% | 1,239,911 |
| CITIGROUP INC | +758,272 | +56.9% | 2,091,439 |
| PRICE T ROWE ASSOCIATES INC /MD | +737,507 | +31.4% | 3,088,443 |
| SG Americas Securities, LLC | +729,020 | +274.1% | 994,990 |
| Woodline Partners LP | +699,614 | +407.4% | 871,351 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital World Investors | -11,840,157 | -11.5% | 91,475,472 |
| T. Rowe Price Investment Management | -5,824,988 | -44.6% | 7,235,606 |
| MORGAN STANLEY | -4,934,815 | -19.8% | 19,928,895 |
| VAN ECK ASSOCIATES CORP | -2,253,230 | -97.1% | 66,863 |
| POLEN CAPITAL MANAGEMENT LLC | -1,504,715 | -29.8% | 3,550,773 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -1,050,770 | -63.6% | 600,881 |
| Clearstead Advisors, LLC | -732,855 | -91.8% | 65,393 |
| Legal & General Group Plc | -671,879 | -9.6% | 6,357,006 |
| Nuveen, LLC | -618,532 | -6.7% | 8,577,105 |
| PNC Financial Services Group, Inc. | -592,808 | -50.7% | 576,204 |
| DEUTSCHE BANK AG | -519,425 | -16.5% | 2,636,922 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -510,988 | -8.5% | 5,482,836 |
| MILLENNIUM MANAGEMENT LLC | -436,194 | -85.1% | 76,375 |
| UBS Group AG | -432,991 | -4.4% | 9,438,008 |
| Connor, Clark & Lunn Investment Man | -415,877 | -34.6% | 785,220 |
| JPMORGAN CHASE & CO | -379,142 | -5.0% | 7,151,808 |
| ProShare Advisors LLC | -376,680 | -23.4% | 1,232,068 |
| California Public Employees Retirem | -372,654 | -16.2% | 1,930,003 |
| ASSETMARK, INC | -315,326 | -72.9% | 117,408 |
| WELLS FARGO & COMPANY/MN | -290,155 | -2.1% | 13,337,261 |