Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
1,008 institutional managers reported holding STZ for the quarter ended Mar 31, 2026. Together they hold about 79% of shares outstanding; the top 10 hold 42%. 125 opened new positions; 134 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 18.05M | 10.08% | $2.71B | added +0.9% | ≤2013 |
| Capital Group (American Funds) | 12.21M | 6.82% | $1.83B | added +68.6% | 2015 Q2 |
| BlackRock | 11.12M | 6.21% | $1.67B | added +2.3% | ≤2013 |
| State Street | 7.03M | 3.92% | $1.05B | added +1.7% | ≤2013 |
| Wellington Management | 6.63M | 3.70% | $994.6M | added +10.2% | 2016 Q1 |
| FMR (Fidelity) | 5.13M | 2.86% | $769.0M | added +27.1% | ≤2013 |
| Grantham, Mayo, Van Otterloo & CO. LLC | 4.03M | 2.25% | $603.8M | added +4.2% | 2021 Q2 |
| Geode Capital | 3.81M | 2.13% | $571.3M | added +1.9% | ≤2013 |
| Citadel Advisors | 3.71M | 2.07% | $556.4M | added +376.8% | ≤2013 |
| Ameriprise Financial INC | 3.41M | 1.90% | $511.2M | added +17.8% | ≤2013 |
| Harris Associates (Oakmark) | 3.23M | 1.81% | $485.0M | unchanged | 2025 Q1 |
| Morgan Stanley | 2.54M | 1.42% | $380.9M | trimmed -6.8% | ≤2013 |
| VAN ECK Associates CORP | 2.35M | 1.31% | $351.9M | trimmed -2.1% | 2020 Q1 |
| Charles Schwab Investment Management | 2.23M | 1.25% | $334.9M | added +4.8% | ≤2013 |
| Capital Research Global Investors | 2.15M | 1.20% | $323.2M | added +52187% | 2022 Q4 |
| Balyasny Asset Management | 2.09M | 1.17% | $314.1M | added +9479.8% | 2019 Q3 |
| UBS | 2.03M | 1.13% | $304.0M | trimmed -4.2% | ≤2013 |
| Invesco | 1.90M | 1.06% | $284.5M | added +9.9% | ≤2013 |
| Point72 | 1.89M | 1.06% | $283.8M | added +34.4% | 2025 Q3 |
| Dimensional Fund Advisors | 1.83M | 1.02% | $274.0M | added +5.1% | ≤2013 |
| Hotchkis & Wiley Capital Management LLC | 1.76M | 0.99% | $264.7M | trimmed -1.3% | 2025 Q2 |
| Capital International Investors | 1.62M | 0.91% | $242.9M | trimmed -74.9% | 2020 Q2 |
| Bank OF America CORP /DE/ | 1.40M | 0.78% | $210.5M | added +9.5% | ≤2013 |
| Goldman Sachs | 1.34M | 0.75% | $200.5M | trimmed -6.3% | ≤2013 |
| Northern Trust | 1.31M | 0.73% | $197.1M | trimmed -1.4% | ≤2013 |
| Holocene Advisors | 1.16M | 0.65% | $173.4M | unchanged | 2025 Q2 |
| Marshall Wace | 1.10M | 0.62% | $165.7M | added +358.5% | 2014 Q1 |
| BNY Mellon | 1.04M | 0.58% | $156.4M | added +4% | ≤2013 |
| Deutsche Bank AG\ | 1.00M | 0.56% | $150.6M | added +3.6% | ≤2013 |
| Nordea Investment Management AB | 893.6k | 0.50% | $134.0M | added +3% | ≤2013 |
| Legal & General Group PLC | 843.7k | 0.47% | $126.6M | added +7.8% | ≤2013 |
| LSV Asset Management | 666.3k | 0.37% | $99.9M | added +34.6% | 2025 Q3 |
| Berkshire Hathaway (focused) | 632.9k | 0.35% | $94.9M | trimmed -95.1% | 2024 Q4 |
| Ilex Capital Partners (UK) LLP | 630.7k | 0.35% | $94.6M | trimmed -6.6% | 2025 Q1 |
| Empyrean Capital Partners, LP | 606.2k | 0.34% | $90.9M | added +3.3% | 2025 Q3 |
| Pzena Investment Management | 595.8k | 0.33% | $89.4M | added +1% | 2025 Q4 |
| Janus Henderson | 585.9k | 0.33% | $87.9M | added +5.7% | ≤2013 |
| Royal Bank OF Canada | 539.1k | 0.30% | $80.9M | trimmed -17.7% | ≤2013 |
| Citigroup INC | 502.6k | 0.28% | $75.4M | added +71.8% | ≤2013 |
| Arrowstreet Capital | 490.1k | 0.27% | $73.5M | trimmed -61.4% | 2020 Q1 |
| Wells Fargo & COMPANY/MN | 482.2k | 0.27% | $72.3M | added +16.7% | ≤2013 |
| MFS Investment Management | 479.8k | 0.27% | $72.0M | added +19.6% | 2013 Q4 |
| BNP Paribas Financial Markets | 459.2k | 0.26% | $68.9M | added +58.3% | ≤2013 |
| Swiss National Bank | 432.5k | 0.24% | $64.9M | added +5.9% | ≤2013 |
| Mitsubishi UFJ Asset Management CO., LTD. | 422.0k | 0.24% | $63.3M | added +5.4% | ≤2013 |
| Amundi | 412.5k | 0.23% | $61.9M | added +15.1% | 2013 Q4 |
| National Pension Service | 402.9k | 0.23% | $60.4M | added +36.6% | 2014 Q3 |
| Aviva PLC | 402.8k | 0.23% | $60.4M | added +120.4% | ≤2013 |
| FIL LTD | 376.0k | 0.21% | $56.4M | trimmed -5.5% | 2025 Q3 |
| Nuveen | 366.2k | 0.20% | $54.9M | added +22.2% | ≤2013 |
Largest 50 of 1,008 shown; the full ranked, searchable register is at boothcheck.com/holders/STZ. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.