Who owns Constellation Brands (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-Q2 13F filings (latest filed 2026-09-22). 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
125 tracked funds added or opened STZ while 307 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 2026-Q1 and 2026-Q2, across 974 tracked filers holding STZ, 387 increased or opened the position and 609 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 41
- Jupiter Topco LLC$208M
- Qube Research & Technologies Ltd$158M
- Nykredit A/S$84M
- Cable Car Capital, LP$47M
- Night Squared LP$30M
- SCOPUS ASSET MANAGEMENT, L.P.$23M
Full exits 76
- Pacer Advisors, Inc.$112M
- LSV ASSET MANAGEMENT$100M
- BERKSHIRE HATHAWAY INC$95M
- Ilex Capital Partners (UK) LLP$95M
- JANUS HENDERSON GROUP PLC$88M
- Amundi$62M
Largest adds
- BlackRock, Inc.$267M
- JANE STREET GROUP, LLC$260M
- BNP PARIBAS FINANCIAL MARKETS$237M
- MILLENNIUM MANAGEMENT LLC$99M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$68M
- Point72 Asset Management, L.P.$59M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$462M
- Capital World Investors$272M
- Capital Research Global Investors$217M
- CITADEL ADVISORS LLC$165M
- Holocene Advisors, LP$135M
- BALYASNY ASSET MANAGEMENT L.P.$129M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 11,539,924 | $1.6B | 9.0% | 2026-Q2 |
| Capital World Investors trimmed | 11,208,782 | $1.6B | 8.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 9,337,443 | $1.3B | 7.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 7,835,510 | $1.1B | 6.1% | 2026-Q2 |
| STATE STREET CORP trimmed | 6,788,959 | $944M | 5.3% | 2026-Q2 |
| FMR LLC trimmed | 4,600,566 | $640M | 3.6% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 3,998,425 | $556M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,820,120 | $529M | 3.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,817,651 | $531M | 3.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,460,678 | $481M | 2.7% | 2026-Q2 |
| HARRIS ASSOCIATES L P trimmed | 3,097,056 | $431M | 2.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 2,816,205 | $392M | 2.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 2,463,367 | $343M | 1.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,412,424 | $336M | 1.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,405,508 | $335M | 1.9% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 2,391,780 | $333M | 1.9% | 2026-Q2 |
| Invesco Ltd. added | 2,365,522 | $329M | 1.8% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 2,161,462 | $301M | 1.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,070,486 | $288M | 1.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,879,479 | $261M | 1.5% | 2026-Q2 |
| NORGES BANK trimmed | 1,790,314 | $249M | 1.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,552,209 | $216M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,498,898 | $208M | 1.2% | 2026-Q2 |
| Jupiter Topco LLC new | 1,494,348 | $208M | 1.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,331,412 | $185M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,261,544 | $175M | 1.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,136,536 | $158M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,091,904 | $152M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 1,079,537 | $150M | 0.8% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 1,074,160 | $149M | 0.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 976,912 | $136M | 0.8% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 941,652 | $129M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 937,987 | $130M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 918,529 | $128M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 888,821 | $124M | 0.7% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 883,065 | $123M | 0.7% | 2026-Q2 |
| Capital International Investors trimmed | 834,601 | $116M | 0.6% | 2026-Q2 |
| Legal & General Group Plc trimmed | 806,199 | $112M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 788,653 | $110M | 0.6% | 2026-Q2 |
| Capital Research Global Investors trimmed | 762,797 | $106M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 734,512 | $102M | 0.6% | 2026-Q2 |
| Nykredit A/S new | 601,676 | $84M | 0.5% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC added | 599,314 | $83M | 0.5% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 523,473 | $74M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 521,813 | $73M | 0.4% | 2026-Q2 |
| FIL Ltd added | 477,552 | $66M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 474,773 | $66M | 0.4% | 2026-Q2 |
| BARCLAYS PLC added | 462,104 | $64M | 0.4% | 2026-Q2 |
| AVIVA PLC added | 404,864 | $56M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 391,200 | $54M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 358,788 | $50M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 341,432 | $47M | 0.3% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 338,172 | $47M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 304,989 | $42M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 302,909 | $42M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 301,882 | $42M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 300,358 | $45M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 300,020 | $42M | 0.2% | 2026-Q2 |
| Man Group plc added | 295,680 | $41M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 292,974 | $41M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 287,611 | $40M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 281,823 | $39M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 281,341 | $39M | 0.2% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 275,407 | $38M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 267,086 | $37M | 0.2% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 263,633 | $37M | 0.2% | 2026-Q2 |
| CAMBIAR INVESTORS LLC trimmed | 256,465 | $36M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 254,690 | $35M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 247,192 | $34M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 234,482 | $33M | 0.2% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) added | 227,061 | $32M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 223,167 | $31M | 0.2% | 2026-Q2 |
| Night Squared LP new | 213,980 | $30M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 211,111 | $29M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 208,895 | $29M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 204,036 | $28M | 0.2% | 2026-Q2 |
| Hook Mill Capital Partners, LP trimmed | 201,358 | $28M | 0.2% | 2026-Q2 |
| Empyrean Capital Partners, LP trimmed | 181,298 | $25M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 175,805 | $24M | 0.1% | 2026-Q2 |
| Cable Car Capital, LP new | 170,100 | $24M | 0.1% | 2026-Q2 |
| SCOPUS ASSET MANAGEMENT, L.P. new | 168,500 | $23M | 0.1% | 2026-Q2 |
| Framtiden Holdings Management Co LLC added | 165,000 | $28M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 160,728 | $22M | 0.1% | 2026-Q2 |
| Capital International, Inc./CA/ trimmed | 160,258 | $22M | 0.1% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 160,000 | $22M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 159,869 | $22M | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 159,850 | $22M | 0.1% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 159,566 | $22M | 0.1% | 2026-Q2 |
| Ceredex Value Advisors LLC added | 158,650 | $22M | 0.1% | 2026-Q2 |
| Junto Capital Management LP new | 155,894 | $22M | 0.1% | 2026-Q2 |
| National Pension Service trimmed | 152,644 | $21M | 0.1% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 150,512 | $21M | 0.1% | 2026-Q2 |
| CORDA Investment Management, LLC. added | 140,999 | $20M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 140,235 | $20M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 140,130 | $19M | 0.1% | 2026-Q2 |
| AEGON ASSET MANAGEMENT UK Plc trimmed | 137,491 | $19M | 0.1% | 2026-Q2 |
| CAPITAL INTERNATIONAL SARL added | 135,640 | $19M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 133,147 | $19M | 0.1% | 2026-Q2 |
| Weiss Asset Management LP added | 127,413 | $18M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 127,162 | $18M | 0.1% | 2026-Q2 |
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.