| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.8M | $1.09B | +4.3% | 4.587% | 0.05% |
| 5 | STATE STREET CORP | 6.8M | $944.3M | -3.4% | 3.975% | 0.01% |
| 6 | FMR LLC | 4.6M | $639.9M | -10.3% | 2.694% | 0.03% |
| 7 | CITADEL ADVISORS LLC | 4.2M | $585.0M | -10.8% | 2.462% | 0.03% |
| 8 | Grantham, Mayo, Van Otterloo & Co. LLC | 4.0M | $556.1M | -0.7% | 2.341% | 1.25% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 3.8M | $531.0M | -42.4% | 2.235% | 0.09% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3.8M | $529.3M | +0.3% | 2.236% | 0.03% |
| 11 | AMERIPRISE FINANCIAL INC | 3.5M | $481.1M | +1.6% | 2.026% | 0.10% |
| 12 | HARRIS ASSOCIATES L P | 3.1M | $430.8M | -4.2% | 1.813% | 0.57% |
| 13 | JANE STREET GROUP, LLC | 2.9M | $402.6M | +346.8% | 1.695% | 0.03% |
| 14 | Point72 Asset Management, L.P. | 2.8M | $394.8M | +27.5% | 1.662% | 0.44% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.8M | $384.8M | +6.1% | 1.620% | 0.03% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.4M | $335.5M | +8.1% | 1.412% | 0.04% |
| 17 | MORGAN STANLEY | 2.4M | $334.6M | -5.3% | 1.408% | 0.02% |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.4M | $332.7M | +35.6% | 1.400% | 0.97% |
| 19 | Invesco Ltd. | 2.4M | $329.0M | +24.7% | 1.385% | 0.03% |
| 20 | VAN ECK ASSOCIATES CORP | 2.2M | $300.6M | -7.9% | 1.265% | 0.18% |
| 21 | BNP PARIBAS FINANCIAL MARKETS | 2.1M | $296.1M | +510.1% | 1.213% | 0.10% |
| 22 | NORGES BANK | 1.8M | $249.0M | β | 1.048% | 0.02% |
| 23 | DIMENSIONAL FUND ADVISORS LP | 1.6M | $215.9M | -15.0% | 0.909% | 0.04% |
| 24 | GOLDMAN SACHS GROUP INC | 1.5M | $209.9M | +12.9% | 0.883% | 0.02% |
| 25 | Jupiter Topco LLC | 1.5M | $207.8M | β | 0.875% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in STZ β a direct measure of their conviction.
| 86.62% |
| +1.06 pp |
| $26.12B |
| 15% |
| Q4 2024 | 1,275 | +1.3% | 85.56% | +1.95 pp | $30.80B | 12% |
| Q3 2024 | 1,259 | β | 83.61% | β | $35.13B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
96 institutions opened new positions in STZ during Q2 2026, while 108 fully exited. 168 added to existing positions and 736 trimmed.
STZ institutional ownership rose by 0.72 percentage points quarter-over-quarter, with a net change of -5 holders.
The top 10 institutions account for 45.5% of all reported 13F value in STZ, and the top 25 account for 69.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Constellation Brands, Inc. (STZ) Institutional Ownership