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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Capital World Investors added | 12,206,493 | $1.8B | 8.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 9,076,016 | $1.4B | 6.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 8,919,985 | $1.3B | 6.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 7,515,202 | $1.1B | 5.0% | 2026-Q1 |
| STATE STREET CORP added | 7,025,709 | $1.1B | 4.7% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 6,622,298 | $993M | 4.4% | 2026-Q1 |
| FMR LLC added | 5,118,132 | $768M | 3.4% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 4,025,780 | $604M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,808,889 | $569M | 2.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 3,709,323 | $556M | 2.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,407,931 | $511M | 2.3% | 2026-Q1 |
| HARRIS ASSOCIATES L P trimmed | 3,233,267 | $485M | 2.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,539,665 | $381M | 1.7% | 2026-Q1 |
| NORGES BANK added | 2,022,536 | $371M | 1.7% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 2,345,921 | $352M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,232,595 | $335M | 1.5% | 2026-Q1 |
| Capital Research Global Investors added | 2,154,747 | $323M | 1.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,093,846 | $314M | 1.4% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,891,885 | $284M | 1.3% | 2026-Q1 |
| Invesco Ltd. added | 1,844,787 | $277M | 1.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,826,652 | $274M | 1.2% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 1,764,431 | $265M | 1.2% | 2026-Q1 |
| Capital International Investors trimmed | 1,619,163 | $243M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,403,275 | $210M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,336,877 | $201M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,313,957 | $197M | 0.9% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 1,155,738 | $173M | 0.8% | 2026-Q1 |
| UBS Group AG added | 1,145,340 | $172M | 0.8% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,104,981 | $166M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,042,651 | $156M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,014,188 | $153M | 0.7% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,003,867 | $151M | 0.7% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 893,598 | $133M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 881,570 | $132M | 0.6% | 2026-Q1 |
| Legal & General Group Plc added | 843,715 | $127M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 789,693 | $118M | 0.5% | 2026-Q1 |
| Pacer Advisors, Inc. trimmed | 747,805 | $112M | 0.5% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 666,280 | $100M | 0.4% | 2026-Q1 |
| BERKSHIRE HATHAWAY INC trimmed | 632,890 | $95M | 0.4% | 2026-Q1 |
| Ilex Capital Partners (UK) LLP trimmed | 630,689 | $95M | 0.4% | 2026-Q1 |
| Empyrean Capital Partners, LP added | 606,200 | $91M | 0.4% | 2026-Q1 |
| PZENA INVESTMENT MANAGEMENT LLC added | 595,795 | $89M | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 585,891 | $88M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 539,057 | $81M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 502,632 | $75M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 490,146 | $74M | 0.3% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 479,784 | $73M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 482,167 | $72M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 432,500 | $65M | 0.3% | 2026-Q1 |
| Amundi added | 412,470 | $62M | 0.3% | 2026-Q1 |
| National Pension Service added | 402,943 | $60M | 0.3% | 2026-Q1 |
| AVIVA PLC added | 402,800 | $60M | 0.3% | 2026-Q1 |
| FIL Ltd trimmed | 376,034 | $56M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 366,176 | $55M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 362,731 | $54M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 339,369 | $51M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 336,651 | $50M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 326,038 | $49M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 323,015 | $48M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 312,977 | $47M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 308,763 | $46M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 306,453 | $46M | 0.2% | 2026-Q1 |
| Hook Mill Capital Partners, LP added | 299,493 | $45M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 296,699 | $45M | 0.2% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 293,235 | $44M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 292,701 | $44M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 292,268 | $44M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 276,748 | $41M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 271,380 | $41M | 0.2% | 2026-Q1 |
| CAMBIAR INVESTORS LLC added | 268,528 | $40M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 266,214 | $40M | 0.2% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 260,122 | $39M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 258,758 | $39M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 247,090 | $37M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 243,490 | $37M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 241,545 | $36M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 201,481 | $30M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 197,194 | $30M | 0.1% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC trimmed | 193,786 | $29M | 0.1% | 2026-Q1 |
| OLD REPUBLIC INTERNATIONAL CORP | 193,500 | $29M | 0.1% | 2026-Q1 |
| Contrarius Group Holdings Ltd new | 189,372 | $28M | 0.1% | 2026-Q1 |
| VAUGHAN DAVID INVESTMENTS LLC/IL added | 189,094 | $28M | 0.1% | 2026-Q1 |
| Capital International, Inc./CA/ trimmed | 181,023 | $27M | 0.1% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC added | 171,647 | $26M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 164,052 | $25M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 163,829 | $25M | 0.1% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. added | 160,000 | $24M | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 156,589 | $23M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 152,606 | $23M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 165,733 | $23M | 0.1% | 2026-Q1 |
| MANE GLOBAL CAPITAL MANAGEMENT LP trimmed | 150,404 | $23M | 0.1% | 2026-Q1 |
| South Dakota Investment Council trimmed | 147,538 | $22M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 145,348 | $22M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 17,795,132 | $2.5B | 11.0% | 2025-Q4 stale |
| Clearbridge Investments, LLC trimmed | 723,795 | $118M | 0.5% | 2025-Q2 stale |
| Aristotle Capital Management, LLC trimmed | 836,218 | $115M | 0.5% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 448,856 | $60M | 0.3% | 2025-Q3 stale |
| WORLDQUANT MILLENNIUM ADVISORS LLC trimmed | 364,502 | $49M | 0.2% | 2025-Q3 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 200,547 | $28M | 0.1% | 2025-Q4 stale |
| Border to Coast Pensions Partnership Ltd | 126,236 | $23M | 0.1% | 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.
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.