Question 1

Which hedge funds and institutional investors hold SBUX?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for SBUX shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for SBUX whale holdings?

Accepted Answer

Conviction level reflects how significant SBUX is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to SBUX, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for SBUX?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about SBUX?

Accepted Answer

QoQ changes for SBUX show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Capital World	103.3M	$9.3B	1.3%	$732.9B
Capital Research	102.3M	$9.2B	1.4%	$644.6B
State Street	47.7M	$4.3B	0.1%	$2896.4B
Invesco	23.9M	$2.1B	0.6%	$370.7B
Fisher Investments	12.2M	$1.1B	0.4%	$294.9B
Polen Capital	5.1M	$452.9M	3.1%	$14.5B
Geode Capital	3.6M	$326.7M	0.0%	$1607.5B
Citadel	3.6M	$322.2M	0.1%	$618.5B
Citadel	2.5M	$227.2M	0.0%	$618.5B
ClearBridge	2.0M	$180.0M	0.2%	$114.9B
Millennium	1.2M	$103.8M	0.0%	$240.3B
DE Shaw	1.2M	$103.3M	0.1%	$166.3B
Adage Capital	800.6K	$71.7M	0.1%	$64.8B
DE Shaw	780.4K	$69.9M	0.0%	$166.3B
Millennium	779.6K	$69.8M	0.0%	$240.3B
Point72	661.0K	$59.2M	0.1%	$78.1B
Markel	583.3K	$52.3M	0.4%	$11.9B
Tremblant	567.4K	$50.8M	1.6%	$3.1B
Millennium	512.6K	$45.9M	0.0%	$240.3B
Balyasny	413.3K	$37.0M	0.0%	$77.1B
DE Shaw	288.8K	$25.9M	0.0%	$166.3B
Balyasny	263.7K	$23.6M	0.0%	$77.1B
Point72	251.5K	$22.5M	0.0%	$78.1B
DFA	160.8K	$14.4M	0.0%	$481.4B
Citadel	160.1K	$14.3M	0.0%	$618.5B
AQR Capital	160.5K	$14.3M	0.0%	$218.4B
Tudor	128.1K	$11.5M	0.0%	$53.9B
American Century	124.3K	$11.1M	0.0%	$194.3B
BlackRock	99.8K	$8.9M	0.0%	$5723.5B
Arrowstreet	80.7K	$7.2M	0.0%	$184.8B
Hudson Bay	77.3K	$6.9M	0.0%	$29.0B
Bridgewater	65.7K	$5.9M	0.0%	$22.4B
Segall Bryant	54.0K	$4.8M	0.1%	$7.0B
Tudor	50.2K	$4.5M	0.0%	$53.9B
Gotham Asset	46.8K	$4.2M	0.0%	$32.7B
Balyasny	45.3K	$4.1M	0.0%	$77.1B
Fidelity (FMR)	34.1K	$3.1M	0.0%	$1898.4B
Moore Capital	27.2K	$2.4M	0.0%	$4.9B
Gabelli	26.2K	$2.3M	0.0%	$14.8B
Man Group	21.1K	$1.9M	0.0%	$55.1B
Jennison	17.2K	$1.5M	0.0%	$145.4B
First Eagle	16.4K	$1.5M	0.0%	$59.0B
Hudson Bay	15.0K	$1.3M	0.0%	$29.0B
Neuberger Berman (Eisman)	15.0K	$1.3M	0.0%	$131.4B
Two Sigma	12.0K	$1.1M	0.0%	$123.9B
Two Sigma	12.0K	$1.1M	0.0%	$123.9B
Man Group	11.0K	$985K	0.0%	$55.1B
Man Group	11.0K	$985K	0.0%	$55.1B
Baillie Gifford	10.8K	$966K	0.0%	$97.9B
Brevan Howard	8.9K	$801K	0.0%	$11.3B
Maverick Capital	8.1K	$728K	0.0%	$8.7B
Franklin Templeton	5.6K	$503K	0.0%	$408.3B
Wellington	4.4K	$395K	0.0%	$535.5B
Kayne Anderson	1.2K	$103K	0.0%	$34.0B
Northern Trust	808	$72K	—	$756.6B

SBUX

Who Holds SBUX

Changes This Quarter