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Institutional Ownership · SEC Form 13F

Who owns STZ (STZ)


Which tracked institutional funds hold STZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STZ company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

1,038
Institutional holders
143,088,483
Shares held (tracked funds)

How the tape is positioned

306 tracked funds added or opened STZ while 124 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

STZ’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes STZ more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in STZ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 1038 tracked filers holding STZ, 524 increased or opened the position and 477 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in STZ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 45

  • VANGUARD CAPITAL MANAGEMENT LLC$1.4B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B
  • VANGUARD FIDUCIARY TRUST CO$118M
  • Vanguard Global Advisers, LLC$46M
  • VANGUARD ASSET MANAGEMENT, Ltd$40M
  • Contrarius Group Holdings Ltd$28M

Full exits 47

  • VANGUARD GROUP INC$2.5B
  • Aristotle Capital Management, LLC$115M
  • Connor, Clark & Lunn Investment Management Ltd.$28M
  • Weiss Asset Management LP$8M
  • CIBC WORLD MARKETS CORP$7M
  • RENAISSANCE TECHNOLOGIES LLC$6M

Largest adds

  • Capital World Investors$832M
  • CITADEL ADVISORS LLC$449M
  • Capital Research Global Investors$323M
  • BALYASNY ASSET MANAGEMENT L.P.$311M
  • FMR LLC$211M
  • WELLINGTON MANAGEMENT GROUP LLP$163M

Largest trims

  • BERKSHIRE HATHAWAY INC$1.7B
  • Capital International Investors$646M
  • BlackRock, Inc.$161M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$102M
  • JPMORGAN CHASE & CO$27M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$25M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Capital World Investors added12,206,493$1.8B8.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new9,076,016$1.4B6.1%2026-Q1
BlackRock, Inc. trimmed8,919,985$1.3B6.0%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new7,515,202$1.1B5.0%2026-Q1
STATE STREET CORP added7,025,709$1.1B4.7%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added6,622,298$993M4.4%2026-Q1
FMR LLC added5,118,132$768M3.4%2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLC added4,025,780$604M2.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added3,808,889$569M2.5%2026-Q1
CITADEL ADVISORS LLC added3,709,323$556M2.5%2026-Q1
AMERIPRISE FINANCIAL INC added3,407,931$511M2.3%2026-Q1
HARRIS ASSOCIATES L P trimmed3,233,267$485M2.2%2026-Q1
MORGAN STANLEY trimmed2,539,665$381M1.7%2026-Q1
NORGES BANK added2,022,536$371M1.7%2026-Q1
VAN ECK ASSOCIATES CORP trimmed2,345,921$352M1.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,232,595$335M1.5%2026-Q1
Capital Research Global Investors added2,154,747$323M1.4%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added2,093,846$314M1.4%2026-Q1
Point72 Asset Management, L.P. added1,891,885$284M1.3%2026-Q1
Invesco Ltd. added1,844,787$277M1.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,826,652$274M1.2%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed1,764,431$265M1.2%2026-Q1
Capital International Investors trimmed1,619,163$243M1.1%2026-Q1
BANK OF AMERICA CORP /DE/ added1,403,275$210M0.9%2026-Q1
GOLDMAN SACHS GROUP INC trimmed1,336,877$201M0.9%2026-Q1
NORTHERN TRUST CORP trimmed1,313,957$197M0.9%2026-Q1
Holocene Advisors, LP trimmed1,155,738$173M0.8%2026-Q1
UBS Group AG added1,145,340$172M0.8%2026-Q1
MARSHALL WACE, LLP added1,104,981$166M0.7%2026-Q1
Bank of New York Mellon Corp added1,042,651$156M0.7%2026-Q1
JPMORGAN CHASE & CO trimmed1,014,188$153M0.7%2026-Q1
DEUTSCHE BANK AG\ added1,003,867$151M0.7%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB added893,598$133M0.6%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed881,570$132M0.6%2026-Q1
Legal & General Group Plc added843,715$127M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new789,693$118M0.5%2026-Q1
Pacer Advisors, Inc. trimmed747,805$112M0.5%2026-Q1
LSV ASSET MANAGEMENT added666,280$100M0.4%2026-Q1
BERKSHIRE HATHAWAY INC trimmed632,890$95M0.4%2026-Q1
Ilex Capital Partners (UK) LLP trimmed630,689$95M0.4%2026-Q1
Empyrean Capital Partners, LP added606,200$91M0.4%2026-Q1
PZENA INVESTMENT MANAGEMENT LLC added595,795$89M0.4%2026-Q1
JANUS HENDERSON GROUP PLC added585,891$88M0.4%2026-Q1
ROYAL BANK OF CANADA trimmed539,057$81M0.4%2026-Q1
CITIGROUP INC added502,632$75M0.3%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed490,146$74M0.3%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added479,784$73M0.3%2026-Q1
WELLS FARGO & COMPANY/MN added482,167$72M0.3%2026-Q1
Swiss National Bank added432,500$65M0.3%2026-Q1
Amundi added412,470$62M0.3%2026-Q1
National Pension Service added402,943$60M0.3%2026-Q1
AVIVA PLC added402,800$60M0.3%2026-Q1
FIL Ltd trimmed376,034$56M0.3%2026-Q1
Nuveen, LLC added366,176$55M0.2%2026-Q1
AMERICAN CENTURY COMPANIES INC added362,731$54M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added339,369$51M0.2%2026-Q1
BARCLAYS PLC added336,651$50M0.2%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added326,038$49M0.2%2026-Q1
California Public Employees Retirement System trimmed323,015$48M0.2%2026-Q1
FIRST TRUST ADVISORS LP added312,977$47M0.2%2026-Q1
Vanguard Global Advisers, LLC new308,763$46M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed306,453$46M0.2%2026-Q1
Hook Mill Capital Partners, LP added299,493$45M0.2%2026-Q1
RHUMBLINE ADVISERS added296,699$45M0.2%2026-Q1
THOMPSON SIEGEL & WALMSLEY LLC trimmed293,235$44M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added292,701$44M0.2%2026-Q1
HSBC HOLDINGS PLC added292,268$44M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added276,748$41M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added271,380$41M0.2%2026-Q1
CAMBIAR INVESTORS LLC added268,528$40M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new266,214$40M0.2%2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added260,122$39M0.2%2026-Q1
Gotham Asset Management, LLC added258,758$39M0.2%2026-Q1
HighTower Advisors, LLC added247,090$37M0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC added243,490$37M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed241,545$36M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed201,481$30M0.1%2026-Q1
STIFEL FINANCIAL CORP added197,194$30M0.1%2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INC trimmed193,786$29M0.1%2026-Q1
OLD REPUBLIC INTERNATIONAL CORP193,500$29M0.1%2026-Q1
Contrarius Group Holdings Ltd new189,372$28M0.1%2026-Q1
VAUGHAN DAVID INVESTMENTS LLC/IL added189,094$28M0.1%2026-Q1
Capital International, Inc./CA/ trimmed181,023$27M0.1%2026-Q1
CONFLUENCE INVESTMENT MANAGEMENT LLC added171,647$26M0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ added164,052$25M0.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added163,829$25M0.1%2026-Q1
EDMOND DE ROTHSCHILD HOLDING S.A. added160,000$24M0.1%2026-Q1
Tidal Investments LLC added156,589$23M0.1%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added152,606$23M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added165,733$23M0.1%2026-Q1
MANE GLOBAL CAPITAL MANAGEMENT LP trimmed150,404$23M0.1%2026-Q1
South Dakota Investment Council trimmed147,538$22M0.1%2026-Q1
LPL Financial LLC trimmed145,348$22M0.1%2026-Q1
VANGUARD GROUP INC trimmed17,795,132$2.5B11.0%2025-Q4 stale
Clearbridge Investments, LLC trimmed723,795$118M0.5%2025-Q2 stale
Aristotle Capital Management, LLC trimmed836,218$115M0.5%2025-Q4 stale
Qube Research & Technologies Ltd added448,856$60M0.3%2025-Q3 stale
WORLDQUANT MILLENNIUM ADVISORS LLC trimmed364,502$49M0.2%2025-Q3 stale
Connor, Clark & Lunn Investment Management Ltd. trimmed200,547$28M0.1%2025-Q4 stale
Border to Coast Pensions Partnership Ltd126,236$23M0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership