Who holds STZticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

CONSTELLATION BRANDS INC · CL A · quarter ended 2026-03-31 · 16 members disclosed STZ ↗

737

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$18.2B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

382

addsholders whose share count rose or who opened the position (new + add), by shares

106

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of STZ ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital World Investors	$1.8B	12,206,493	+4,967,918	add
2	BlackRock, Inc.	$1.7B	11,119,599	+254,217	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.4B	9,076,016	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.1B	7,515,202	—	no prior
5	STATE STREET CORP	$1.1B	7,025,709	+114,340	add
6	WELLINGTON MANAGEMENT GROUP LLP	$995M	6,630,917	+612,264	add
7	FMR LLC	$769M	5,126,543	+1,093,150	add
8	Grantham, Mayo, Van Otterloo & Co. LLC	$604M	4,025,780	+161,746	add
9	CITADEL ADVISORS LLC	$556M	3,709,323	+2,931,378	add
10	HARRIS ASSOCIATES L P	$485M	3,233,267	−885	trim
11	MORGAN STANLEY	$381M	2,539,665	−185,509	trim
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$335M	2,232,595	+103,222	add
13	Capital Research Global Investors	$323M	2,154,747	+2,150,626	add
14	BALYASNY ASSET MANAGEMENT L.P.	$314M	2,093,846	+2,071,989	add
15	Invesco Ltd.	$285M	1,896,673	+170,848	add
16	Point72 Asset Management, L.P.	$284M	1,891,885	+484,610	add
17	DIMENSIONAL FUND ADVISORS LP	$274M	1,826,652	+88,538	add
18	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$265M	1,764,431	−22,635	trim
19	Capital International Investors	$243M	1,619,163	−4,823,437	trim
20	BANK OF AMERICA CORP /DE/	$210M	1,403,275	+121,515	add
21	NORTHERN TRUST CORP	$197M	1,313,957	−18,259	trim
22	Holocene Advisors, LP	$173M	1,155,738	−716	trim
23	UBS Group AG	$172M	1,145,340	+44,361	add
24	DEUTSCHE BANK AG\	$151M	1,003,867	+35,308	add
25	NORDEA INVESTMENT MANAGEMENT AB	$133M	893,598	+25,822	add
26	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$132M	881,570	−133,314	trim
27	Legal & General Group Plc	$127M	843,715	+61,067	add
28	VANGUARD FIDUCIARY TRUST CO	$118M	789,693	—	no prior
29	BERKSHIRE HATHAWAY INC	$94.9M	632,890	−12,367,110	trim
30	Ilex Capital Partners (UK) LLP	$94.6M	630,689	−44,900	trim
31	Empyrean Capital Partners, LP	$90.9M	606,200	+19,500	add
32	PZENA INVESTMENT MANAGEMENT LLC	$89.4M	595,795	+5,904	add
33	Janus Henderson Group Ltd.	$87.9M	585,891	+31,749	add
34	ROYAL BANK OF CANADA	$80.9M	539,057	−115,787	trim
35	CITIGROUP INC	$75.4M	502,632	+209,992	add
36	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$73.5M	490,146	−778,526	trim
37	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$73.1M	479,784	+78,749	add
38	WELLS FARGO & COMPANY/MN	$72.3M	482,167	+69,027	add
39	Swiss National Bank	$64.9M	432,500	+24,100	add
40	Amundi	$61.9M	412,470	+54,158	add
41	National Pension Service	$60.4M	402,943	+402,943	new
42	AVIVA PLC	$60.4M	402,800	+220,044	add
43	FIL Ltd	$56.4M	376,034	−21,966	trim
44	Nuveen, LLC	$54.9M	366,176	+66,569	add
45	AMERICAN CENTURY COMPANIES INC	$54.4M	362,731	+168,148	add
46	Mitsubishi UFJ Asset Management Co., Ltd.	$48.9M	326,038	+15,233	add
47	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$48.5M	323,015	−27,814	trim
48	FIRST TRUST ADVISORS LP	$46.9M	312,977	+45,239	add
49	Vanguard Global Advisers, LLC	$46.3M	308,763	—	no prior
50	Hook Mill Capital Partners, LP	$44.9M	299,493	+57,305	add
51	RAYMOND JAMES FINANCIAL INC	$43.9M	292,701	+46,064	add
52	HSBC HOLDINGS PLC	$43.9M	292,268	−246,370	trim
53	AQR CAPITAL MANAGEMENT LLC	$41.6M	277,633	+105,086	add
54	ENVESTNET ASSET MANAGEMENT INC	$40.7M	271,380	+58,505	add
55	CAMBIAR INVESTORS LLC	$40.3M	268,528	+21,756	add
56	VANGUARD ASSET MANAGEMENT, Ltd	$39.9M	266,214	—	no prior
57	Gotham Asset Management, LLC	$38.8M	258,758	+41,507	add
58	HighTower Advisors, LLC	$37.1M	247,090	+116,809	add
59	MILLENNIUM MANAGEMENT LLC	$36.5M	243,490	+149,907	add
60	STIFEL FINANCIAL CORP	$29.6M	197,194	+17,387	add
61	Contrarius Group Holdings Ltd	$28.4M	189,372	+189,372	new
62	Capital International, Inc./CA/	$27.2M	181,023	−4,456	trim
63	NATIONAL BANK OF CANADA /FI/	$24.6M	164,052	+87,468	add
64	PRINCIPAL FINANCIAL GROUP INC	$24.6M	163,829	+8,203	add
65	EDMOND DE ROTHSCHILD HOLDING S.A.	$24.0M	160,000	+39,860	add
66	Tidal Investments LLC	$23.5M	156,589	+18,154	add
67	ALLIANCEBERNSTEIN L.P.	$22.9M	165,733	+4,047	add
68	MANE GLOBAL CAPITAL MANAGEMENT LP	$22.6M	150,404	−35,816	trim
69	LPL Financial LLC	$21.8M	145,348	−11,222	trim
70	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$21.8M	145,015	+13,545	add
71	Ceredex Value Advisors LLC	$21.5M	143,550	+143,550	new
72	EP Wealth Advisors, LLC	$21.2M	141,666	+8,211	add
73	CORDA Investment Management, LLC.	$21.0M	140,050	+15,694	add
74	Framtiden Holdings Management Co LLC	$21.0M	140,000	+11,000	add
75	Korea Investment CORP	$20.3M	135,255	+5,286	add
76	Capital International Sarl	$20.3M	135,235	+11,385	add
77	Artisan Partners Limited Partnership	$20.2M	134,506	−16,133	trim
78	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$19.6M	130,897	−195,935	trim
79	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$19.5M	130,008	+4,872	add
80	Lighthouse Investment Partners, LLC	$18.9M	126,163	+20,240	add
81	AIA Group Ltd	$18.5M	123,048	−6,419	trim
82	Distillate Capital Partners LLC	$18.4M	122,522	−851	trim
83	BNP Paribas Asset Management Holding S.A.	$18.0M	119,878	+91,292	add
84	SCS Capital Management LLC	$17.9M	119,075	+119,075	new
85	CANADA PENSION PLAN INVESTMENT BOARD	$17.3M	115,589	+25,379	add
86	Assenagon Asset Management S.A.	$17.0M	113,594	+52,304	add
87	COERENTE CAPITAL MANAGEMENT	$16.5M	109,715	+32,729	add
88	Aberdeen Group plc	$16.1M	107,287	+3,230	add
89	Walleye Capital LLC	$15.6M	104,248	+39,693	add
90	BANK OF MONTREAL /CAN/	$15.3M	102,209	−14,134	trim
91	OPPENHEIMER ASSET MANAGEMENT INC.	$14.1M	94,274	+30,912	add
92	Universal- Beteiligungs- und Servicegesellschaft mbH	$12.9M	85,111	−2,745	trim
93	FRANKLIN RESOURCES INC	$12.9M	85,668	+60,368	add
94	Creative Planning	$12.5M	83,534	+1,048	add
95	BOOTHBAY FUND MANAGEMENT, LLC	$12.5M	83,366	+22,570	add
96	Swedbank AB	$12.3M	81,709	+18,654	add
97	Zurcher Kantonalbank (Zurich Cantonalbank)	$12.2M	81,316	+81,316	new
98	Man Group plc	$12.1M	80,365	+65,808	add
99	Calamos Advisors LLC	$11.9M	79,068	0	no change
100	DANSKE BANK A/S	$11.8M	78,900	−800	trim
101	STATE OF WISCONSIN INVESTMENT BOARD	$11.8M	78,820	+1,947	add
102	Asset Management One Co., Ltd.	$11.7M	77,703	+13,035	add
103	BANK OF NOVA SCOTIA	$11.5M	76,656	+29,488	add
104	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$11.4M	75,915	−4,592	trim
105	PRUDENTIAL PLC	$11.0M	73,302	+4,445	add
106	APG Asset Management N.V.	$10.6M	81,594	−2,280	trim
107	Chevy Chase Trust Holdings, LLC	$10.6M	70,523	−2,335	trim
108	Cetera Investment Advisers	$10.6M	70,364	+6,522	add
109	PRUDENTIAL FINANCIAL INC	$10.5M	69,955	−1,327	trim
110	Vanguard Investments Australia, Ltd.	$10.4M	69,111	—	no prior
111	ROYAL LONDON ASSET MANAGEMENT LTD	$10.3M	68,754	−688	trim
112	STEPHENS INC /AR/	$10.1M	66,510	+2,798	add
113	ALTRINSIC GLOBAL ADVISORS LLC	$9.8M	65,243	−3,550	trim
114	ASR Vermogensbeheer N.V.	$9.6M	64,191	−14,956	trim
115	COMMONWEALTH EQUITY SERVICES, LLC	$9.6M	64,025	−5,018	trim
116	Pictet Asset Management Holding SA	$9.5M	63,288	−744	trim
117	Tabor Asset Management, LP	$9.5M	63,229	+63,229	new
118	TORONTO DOMINION BANK	$9.4M	62,805	+14,429	add
119	TD ASSET MANAGEMENT INC	$9.4M	62,577	+5,596	add
120	Baird Financial Group, Inc.	$9.1M	60,904	+60,904	new
121	ICICI Prudential Asset Management Co Ltd	$9.1M	60,700	0	no change
122	GROUP ONE TRADING LLC	$9.0M	59,781	−3,553	trim
123	WASHINGTON TRUST BANK	$8.8M	58,991	+1,469	add
124	Verition Fund Management LLC	$8.7M	58,291	+1,133	add
125	OSAIC HOLDINGS, INC.	$8.6M	57,246	+5,507	add
126	Compass Wealth Management LLC	$8.4M	56,003	+2,316	add
127	Leeward Investments, LLC - MA	$8.3M	55,618	+24,898	add
128	Morningstar Investment Management LLC	$8.2M	54,523	−2,656	trim
129	NOMURA ASSET MANAGEMENT CO LTD	$7.9M	52,929	+3,190	add
130	HUDSON EDGE INVESTMENT PARTNERS INC.	$7.5M	50,323	+2,261	add
131	State of New Jersey Common Pension Fund D	$7.5M	50,105	0	no change
132	GUGGENHEIM CAPITAL LLC	$7.5M	49,789	+1,242	add
133	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$7.5M	49,718	+49,718	new
134	Atom Investors LP	$7.3M	48,750	+12,710	add
135	Rings Capital Management LLC	$7.2M	48,000	+42,000	add
136	Fluent Financial, LLC	$7.0M	42,716	+42,716	new
137	Cinctive Capital Management LP	$7.0M	46,618	+46,618	new
138	MATRIX ASSET ADVISORS INC/NY	$6.9M	46,280	+868	add
139	Lansforsakringar Fondforvaltning AB (publ)	$6.9M	46,219	−1,173	trim
140	Quantinno Capital Management LP	$6.9M	45,695	+6,333	add
141	Resona Asset Management Co.,Ltd.	$6.8M	45,388	+781	add
142	Schonfeld Strategic Advisors LLC	$6.7M	44,481	+44,481	new
143	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$6.6M	44,013	−85,567	trim
144	DnB Asset Management AS	$6.5M	43,087	−18,551	trim
145	Tredje AP-fonden	$6.3M	41,876	−140,843	trim
146	Cresset Asset Management, LLC	$6.0M	40,286	−2,126	trim
147	Arizona State Retirement System	$6.0M	40,054	−762	trim
148	Savoir Faire Capital Management, L.P.	$6.0M	39,774	+39,774	new
149	CIBC Bancorp USA Inc.	$5.8M	38,863	—	no prior
150	Czech National Bank	$5.7M	38,249	+1,076	add
151	Mirae Asset Global Investments Co., Ltd.	$5.7M	38,035	+4,992	add
152	Taproot Management LP	$5.6M	37,544	−10,237	trim
153	US BANCORP \DE\	$5.6M	37,399	−2,191	trim
154	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.5M	36,658	−200	trim
155	USS Investment Management Ltd	$5.5M	36,635	+1,895	add
156	FIFTH THIRD BANCORP	$5.3M	35,503	+25,406	add
157	CIBC Asset Management Inc	$5.2M	34,735	+421	add
158	GRIMES & Co WEALTH MANAGEMENT, LLC	$5.2M	34,514	+13,207	add
159	OFI INVEST ASSET MANAGEMENT	$5.1M	39,045	+1,628	add
160	WINTON GROUP Ltd	$5.1M	33,857	+33,857	new
161	Gibraltar Capital Management, Inc.	$5.0M	33,564	−2,441	trim
162	ALPINE WOODS CAPITAL INVESTORS, LLC	$5.0M	33,033	+4,284	add
163	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.9M	32,715	−76	trim
164	Eurizon Capital SGR S.p.A.	$4.9M	32,441	+2,882	add
165	Leonteq Securities AG	$4.8M	32,137	−6,064	trim
166	Empowered Funds, LLC	$4.8M	31,853	+25,888	add
167	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$4.6M	30,649	+11,900	add
168	Glenview Trust Co	$4.6M	30,622	−2,943	trim
169	NewEdge Advisors, LLC	$4.6M	30,554	+30,554	new
170	Squarepoint Ops LLC	$4.6M	30,477	−16,860	trim
171	IFM Investors Pty Ltd	$4.5M	30,094	−1,171	trim
172	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$4.5M	30,000	+30,000	new
173	SEI INVESTMENTS CO	$4.5M	29,973	−20,104	trim
174	Retirement Systems of Alabama	$4.5M	29,825	−166	trim
175	Sanctuary Advisors, LLC	$4.5M	29,796	+3,224	add
176	D.A. DAVIDSON & CO.	$4.4M	29,281	−12,614	trim
177	EAGLE ROCK INVESTMENT COMPANY, LLC	$4.4M	29,271	+3,220	add
178	VOYA INVESTMENT MANAGEMENT LLC	$4.2M	27,844	−151	trim
179	ExodusPoint Capital Management, LP	$4.1M	27,620	+27,620	new
180	Cerity Partners LLC	$4.1M	27,584	+5,265	add
181	D. E. Shaw & Co., Inc.	$4.1M	27,578	−46,497	trim
182	NS Partners Ltd	$4.1M	27,023	−618	trim
183	CastleKnight Management LP	$4.0M	26,700	+17,400	add
184	NATIXIS	$4.0M	26,406	−7,838	trim
185	LEVEL FOUR ADVISORY SERVICES, LLC	$3.9M	26,286	+7,632	add
186	Federation des caisses Desjardins du Quebec	$3.9M	26,192	+1,822	add
187	Snowden Capital Advisors LLC	$3.9M	26,191	+5,271	add
188	ADAGE CAPITAL PARTNERS GP, L.L.C.	$3.8M	25,267	−102,000	trim
189	PATTEN & PATTEN INC/TN	$3.8M	25,205	+209	add
190	Rockefeller Capital Management L.P.	$3.7M	24,865	−1,399	trim
191	TOCQUEVILLE ASSET MANAGEMENT L.P.	$3.7M	24,676	+16	add
192	Daiwa Securities Group Inc.	$3.7M	24,598	+1,216	add
193	Brookstone Capital Management	$3.7M	24,510	+1,266	add
194	Pathstone Holdings, LLC	$3.7M	24,345	+615	add
195	Timber Creek Capital Management LLC	$3.6M	24,312	+4	add
196	Corient Private Wealth LLC	$3.6M	24,435	−37,611	trim
197	CWM, LLC	$3.5M	23,289	+4,638	add
198	Bridgefront Capital, LLC	$3.5M	23,203	−10,382	trim
199	Utah Retirement Systems	$3.5M	23,091	−655	trim
200	Swiss Life Asset Management Ltd	$3.4M	22,942	−15,547	trim
201	STOREBRAND ASSET MANAGEMENT AS	$3.4M	22,934	—	no prior
202	XPONANCE LLC	$3.4M	22,912	+3,164	add
203	PEAK6 LLC	$3.3M	22,024	−19,140	trim
204	MML INVESTORS SERVICES, LLC	$3.3M	22,017	−4,924	trim
205	Rakuten Investment Management, Inc.	$3.3M	21,596	+2,329	add
206	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.3M	21,705	+3,993	add
207	Vanguard Personalized Indexing Management, LLC	$3.2M	21,513	−554	trim
208	Fisher Funds Management LTD	$3.2M	21,311	0	no change
209	ProShare Advisors LLC	$3.1M	20,941	−6,692	trim
210	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.0M	20,314	−6,040	trim
211	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.0M	20,299	0	no change
212	NEOS Investment Management LLC	$3.0M	20,198	+3,584	add
213	PARSONS CAPITAL MANAGEMENT INC/RI	$3.0M	20,154	−53	trim
214	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$3.0M	20,126	+521	add
215	GROUPAMA ASSET MANAGMENT	$3.0M	19,815	+4,010	add
216	Narwhal Capital Management	$3.0M	19,764	+13,942	add
217	IMC-Chicago, LLC	$3.0M	19,757	−104,983	trim
218	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.9M	19,547	+181	add
219	Hudson Bay Capital Management LP	$2.9M	19,265	+12,199	add
220	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.9M	19,247	+107	add
221	Summit Trail Advisors, LLC	$2.9M	19,193	+9,308	add
222	Lido Advisors, LLC	$2.8M	18,969	−215	trim
223	SIRIOS CAPITAL MANAGEMENT L P	$2.8M	18,828	+18,828	new
224	Hillman Capital Management, Inc.	$2.8M	18,795	+775	add
225	Kestra Advisory Services, LLC	$2.8M	18,748	+4,659	add
226	ING GROEP NV	$2.7M	18,126	+18,126	new
227	GREAT VALLEY ADVISOR GROUP, INC.	$2.6M	17,439	+1,249	add
228	TRUIST FINANCIAL CORP	$2.6M	17,377	−3,515	trim
229	Qsemble Capital Management, LP	$2.6M	17,330	+17,330	new
230	MACKENZIE FINANCIAL CORP	$2.5M	16,973	+909	add
231	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.5M	16,949	+13,883	add
232	UniSuper Management Pty Ltd	$2.5M	16,935	−1,494	trim
233	Ashton Thomas Private Wealth, LLC	$2.5M	16,335	+4,861	add
234	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.4M	16,132	−9,581	trim
235	Elo Mutual Pension Insurance Co	$2.4M	16,178	−1,021	trim
236	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.4M	16,159	+42	add
237	CREDIT AGRICOLE S A	$2.4M	15,934	−2,408	trim
238	PEDDOCK CAPITAL ADVISORS, LLC	$2.4M	15,933	−72	trim
239	SHELTON CAPITAL MANAGEMENT	$2.4M	15,846	−117	trim
240	Gibbs Wealth Management	$2.4M	15,793	+10,230	add
241	Capricorn Fund Managers Ltd	$2.3M	15,500	+15,500	new
242	Robertson Stephens Wealth Management, LLC	$2.3M	15,301	+84	add
243	OP Asset Management Ltd	$2.3M	15,141	—	no prior
244	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.2M	14,943	−200	trim
245	Investment Management Corp of Ontario	$2.2M	14,922	+500	add
246	M&T BANK CORP	$2.2M	14,916	−6,350	trim
247	Capital Group Investment Management Pte. Ltd.	$2.2M	14,915	+1,449	add
248	BLAIR WILLIAM & CO/IL	$2.2M	14,856	+3,685	add
249	ABN AMRO INVESTMENT SOLUTIONS	$2.2M	14,638	+2,940	add
250	Marex Group Ltd	$2.2M	14,459	−7,477	trim
251	Acumen Wealth Advisors, LLC	$2.1M	14,226	−6,795	trim
252	FULTON BANK, N.A.	$2.1M	13,830	+671	add
253	Wealthfront Advisers LLC	$2.1M	13,684	+2,260	add
254	Apollon Wealth Management, LLC	$2.0M	13,606	+226	add
255	Forvis Mazars Wealth Advisors, LLC	$2.0M	13,478	+988	add
256	KESTRA PRIVATE WEALTH SERVICES, LLC	$2.0M	13,133	+13,133	new
257	GHP Investment Advisors, Inc.	$2.0M	13,087	−40	trim
258	INTECH INVESTMENT MANAGEMENT LLC	$1.9M	12,888	−10,391	trim
259	BURNEY CO/	$1.9M	12,802	−289	trim
260	COMMERCE BANK	$1.9M	12,800	+1,341	add
261	Portside Wealth Group, LLC	$1.9M	12,674	+3,326	add
262	Addison Capital Co	$1.9M	12,533	−485	trim
263	PATTON ALBERTSON MILLER GROUP, LLC	$1.9M	12,411	+1,337	add
264	Jefferies Financial Group Inc.	$1.8M	12,291	−93,821	trim
265	PRINCIPAL SECURITIES, INC.	$1.8M	12,054	+1,253	add
266	VISTA INVESTMENT MANAGEMENT	$1.8M	11,897	+515	add
267	Parallax Volatility Advisers, L.P.	$1.8M	11,255	+531	add
268	Brevan Howard Capital Management LP	$1.7M	11,525	+11,525	new
269	Bridgewater Associates, LP	$1.7M	11,523	−1,955	trim
270	OPPENHEIMER & CO INC	$1.7M	11,395	−3,657	trim
271	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.7M	11,377	−1,242	trim
272	Jacobi Capital Management LLC	$1.7M	11,359	+223	add
273	EXCHANGE TRADED CONCEPTS, LLC	$1.6M	10,957	+6,256	add
274	ODDO BHF ASSET MANAGEMENT SAS	$1.6M	10,908	+353	add
275	HB Wealth Management, LLC	$1.6M	10,795	+72	add
276	WealthPlan Investment Management, LLC	$1.6M	10,793	−5,722	trim
277	&PARTNERS	$1.6M	10,451	+87	add
278	MACQUARIE GROUP LTD	$1.6M	10,399	−1,361	trim
279	Tower Research Capital LLC (TRC)	$1.5M	9,945	+5,474	add
280	Farringdon Capital, Ltd.	$1.5M	9,717	+8,198	add
281	EASTERLY INVESTMENT PARTNERS LLC	$1.5M	9,647	0	no change
282	Candriam S.C.A.	$1.4M	9,656	+8,121	add
283	Allianz Asset Management GmbH	$1.4M	9,600	+990	add
284	Havemeyer Place LP	$1.4M	9,339	+4,517	add
285	TWO SIGMA SECURITIES, LLC	$1.4M	9,249	+9,249	new
286	Financiere des Professionnels - Fonds d'investissement inc.	$1.4M	9,120	+9,120	new
287	Dynamic Technology Lab Private Ltd	$1.4M	9,028	+6,738	add
288	Private Advisor Group, LLC	$1.3M	8,992	+2,695	add
289	Fideuram Asset Management (Ireland) dac	$1.3M	8,348	+8,311	add
290	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.3M	8,824	+3,252	add
291	Concentric Capital Strategies, LP	$1.3M	8,788	+8,788	new
292	SouthState Bank Corp	$1.3M	8,748	−71	trim
293	MAI Capital Management	$1.3M	8,618	−191	trim
294	Whelan Financial	$1.3M	8,590	+548	add
295	Stablepoint Partners, LLC	$1.3M	8,495	+1,235	add
296	MIZUHO SECURITIES USA LLC	$1.3M	8,490	−1,775	trim
297	ASSETMARK, INC	$1.3M	8,465	+537	add
298	Rafferty Asset Management, LLC	$1.3M	8,405	−3,402	trim
299	ABLES, IANNONE, MOORE & ASSOCIATES, INC.	$1.3M	8,353	−3,705	trim
300	Allspring Global Investments Holdings, LLC	$1.2M	8,186	−112	trim
301	Platform Technology Partners	$1.2M	8,053	+1,512	add
302	Vontobel Holding Ltd.	$1.2M	7,900	−4,959	trim
303	HBK Sorce Advisory LLC	$1.2M	7,911	−241	trim
304	Norinchukin Bank, The	$1.2M	7,805	−21	trim
305	Summit Financial, LLC	$1.2M	7,743	+2,551	add
306	Atria Investments, Inc	$1.1M	7,634	−2,309	trim
307	BENJAMIN EDWARDS INC	$1.1M	7,596	+2,707	add
308	Atlantic Edge Private Wealth Management, LLC	$1.1M	7,587	+475	add
309	OMERS ADMINISTRATION Corp	$1.1M	7,539	+1,646	add
310	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.1M	7,538	+7,538	new
311	Western Wealth Management, LLC	$1.1M	7,519	+7,519	new
312	BROWN ADVISORY INC	$1.1M	7,517	−59	trim
313	JANE STREET GROUP, LLC	$1.1M	7,440	−23,144	trim
314	TBH Global Asset Management, LLC	$1.1M	7,402	−122	trim
315	Pinnacle Financial Partners, Inc.	$1.1M	7,391	+596	add
316	GATEWAY INVESTMENT ADVISERS LLC	$1.1M	7,394	+2,186	add
317	Envestnet Portfolio Solutions, Inc.	$1.1M	7,337	−489	trim
318	Maryland State Retirement & Pension System	$1.1M	7,207	0	no change
319	denkapparat Operations GmbH	$1.1M	7,196	+2,336	add
320	CAPITAL INTERNATIONAL LTD /CA/	$1.1M	7,137	+458	add
321	Equitable Holdings, Inc.	$1.1M	7,502	+7,502	new
322	BANQUE PICTET & CIE SA	$1.1M	7,060	0	no change
323	TECTONIC ADVISORS LLC	$1.0M	6,929	−34	trim
324	CIBC WORLD MARKET INC.	$1.0M	6,906	−5,861	trim
325	LONGFELLOW INVESTMENT MANAGEMENT CO LLC	$1.0M	6,869	0	no change
326	Granite Group Advisors, LLC	$1.0M	6,658	+114	add
327	Centiva Capital, LP	$1.0M	6,755	+6,755	new
328	NORDEN GROUP LLC	$997K	6,648	+2,336	add
329	LMR Partners LLP	$996K	6,641	−10,052	trim
330	NOVEM GROUP	$989K	6,597	+2,152	add
331	Brooklyn Investment Group	$964K	6,426	+720	add
332	Portfolio Design Labs, LLC	$960K	6,399	−228	trim
333	DAVENPORT & Co LLC	$949K	6,324	−1,908	trim
334	Orion Porfolio Solutions, LLC	$945K	6,303	−2,854	trim
335	QUADRANT CAPITAL GROUP LLC	$944K	6,293	−2,148	trim
336	W.G. Shaheen & Associates DBA Whitney & Co	$918K	6,118	−117	trim
337	Sage Investment Counsel LLC	$916K	6,106	+351	add
338	Black Cypress Capital Management, LLC	$911K	6,076	0	no change
339	Oak Asset Management, LLC	$909K	6,060	−585	trim
340	Merit Financial Group, LLC	$905K	6,036	+667	add
341	Penobscot Investment Management Company, Inc.	$900K	6,000	0	no change
342	DIVERSIFY WEALTH MANAGEMENT, LLC	$893K	5,938	+2,802	add
343	Steward Partners Investment Advisory, LLC	$889K	5,927	−1,029	trim
344	SCHRODER INVESTMENT MANAGEMENT GROUP	$872K	5,816	−176	trim
345	Beacon Pointe Advisors, LLC	$869K	5,796	−352	trim
346	Ascent Group, LLC	$868K	5,784	−24	trim
347	MUFG Securities EMEA plc	$867K	5,779	−50,700	trim
348	OSSIAM	$865K	5,768	−1,081	trim
349	Badgley Phelps Wealth Managers, LLC	$858K	5,720	+250	add
350	WealthPLAN Partners, LLC	$838K	5,590	−2,244	trim
351	Financial Solutions Advisory Group, Inc.	$825K	5,498	—	no prior
352	Aberdeen Wealth Management LLC	$822K	5,480	−35	trim
353	Pflug Koory, LLC	$820K	5,468	+138	add
354	FLAGSHIP HARBOR ADVISORS, LLC	$813K	5,419	+5,419	new
355	Capital Group Private Client Services, Inc.	$807K	5,381	−5,790	trim
356	Generali Asset Management SPA SGR	$804K	5,359	+334	add
357	SAXON INTERESTS, INC.	$803K	5,351	+5,351	new
358	TOKIO MARINE ASSET MANAGEMENT CO LTD	$796K	5,304	0	no change
359	TOTH FINANCIAL ADVISORY CORP	$794K	5,295	−32	trim
360	Knollwood Investment Advisory, LLC	$789K	5,259	0	no change
361	GUIDANCE CAPITAL, INC	$758K	5,062	+807	add
362	MERCER GLOBAL ADVISORS INC /ADV	$756K	5,040	−17,062	trim
363	MOODY NATIONAL BANK TRUST DIVISION	$751K	5,004	+87	add
364	Kendall Capital Management	$749K	4,993	+1,388	add
365	Pine Valley Investments Ltd Liability Co	$738K	4,921	−294	trim
366	one8zero8, LLC	$730K	4,867	0	no change
367	Sequoia Financial Advisors, LLC	$719K	4,797	+194	add
368	HOWE & RUSLING INC	$715K	4,764	−961	trim
369	Moors & Cabot, Inc.	$712K	4,744	−456	trim
370	Mariner, LLC	$711K	4,740	−7,371	trim
371	Sompo Asset Management Co., Ltd.	$711K	4,740	+3,240	add
372	Vident Advisory, LLC	$710K	4,734	+1,807	add
373	IRON Financial LLC	$707K	4,711	+2,621	add
374	HORIZON KINETICS ASSET MANAGEMENT LLC	$701K	4,673	0	no change
375	Invera Wealth Advisors, LLC	$678K	4,517	+12	add
376	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$674K	4,494	−10	trim
377	AIGEN INVESTMENT MANAGEMENT, LP	$668K	4,456	+4,456	new
378	Cooper Financial Group	$666K	4,439	+133	add
379	FLC Capital Advisors	$666K	4,437	−300	trim
380	Premier Path Wealth Partners, LLC	$665K	4,436	−1,981	trim
381	Malaga Cove Capital, LLC	$656K	4,375	−787	trim
382	Gallacher Capital Management LLC	$656K	4,374	+4,374	new
383	Linden Thomas Advisory Services, LLC	$654K	4,363	−2,182	trim
384	Garner Asset Management Corp	$652K	4,288	−438	trim
385	Kovack Advisors, Inc.	$644K	4,270	−515	trim
386	Dai-ichi Life Insurance Company, Ltd	$642K	4,277	0	no change
387	XML Financial, LLC	$634K	4,224	+225	add
388	Larson Financial Group LLC	$628K	4,189	+579	add
389	VARCOV Co.	$616K	4,107	+4,107	new
390	North Dakota State Investment Board	$616K	4,106	−851	trim
391	Robeco Institutional Asset Management B.V.	$612K	4,083	+4,083	new
392	Metis Global Partners, LLC	$611K	4,070	−500	trim
393	FORTRESS PRIVATE LEDGER, LLC	$610K	4,064	−865	trim
394	Mutual Advisors, LLC	$607K	4,047	+290	add
395	Retirement Planning Co of New England, Inc.	$605K	4,033	+250	add
396	Prospera Financial Services Inc	$605K	4,029	+97	add
397	INDEPENDENT FINANCIAL GROUP, LLC	$604K	4,027	—	no prior
398	Allworth Financial LP	$604K	4,025	−2,360	trim
399	Choate Investment Advisors	$601K	4,004	−181	trim
400	Siemens Fonds Invest GmbH	$587K	3,916	0	no change
401	Avantax Planning Partners, Inc.	$585K	3,899	−363	trim
402	Vise Technologies, Inc.	$584K	4,231	0	no change
403	SECURIAN ASSET MANAGEMENT, INC	$571K	3,806	0	no change
404	EXENCIAL WEALTH ADVISORS, LLC	$564K	3,759	+222	add
405	Grove Bank & Trust	$561K	3,743	+569	add
406	MMBG INVESTMENT ADVISORS CO.	$561K	3,740	0	no change
407	Callan Family Office, LLC	$556K	3,709	−748	trim
408	PALISADE CAPITAL MANAGEMENT, LP	$555K	3,700	−450	trim
409	SOUTHEASTERN ASSET MANAGEMENT INC/TN/	$549K	3,661	0	no change
410	TOMPKINS FINANCIAL CORP	$548K	3,650	0	no change
411	Woodline Partners LP	$546K	3,640	+3,640	new
412	Ballentine Partners, LLC	$544K	3,625	+44	add
413	TLWM	$542K	3,612	+104	add
414	Laird Norton Wetherby Trust Company, LLC	$535K	3,567	+14	add
415	Miller Investment Management, LP	$533K	3,550	0	no change
416	HUB Investment Partners, LLC	$527K	3,514	−4,819	trim
417	CHIRON CAPITAL MANAGEMENT, LLC	$525K	3,501	—	no prior
418	COLDSTREAM CAPITAL MANAGEMENT INC	$522K	3,478	−158	trim
419	LAZARD ASSET MANAGEMENT LLC	$518K	3,451	+3,451	new
420	Crossmark Global Holdings, Inc.	$516K	3,443	—	no prior
421	CENTRAL TRUST Co	$509K	3,391	−489	trim
422	Mesirow Financial Investment Management, Inc.	$499K	3,329	+9	add
423	Dynamic Advisor Solutions LLC	$496K	3,306	−201	trim
424	Radnor Capital Management, LLC	$496K	3,304	−8	trim
425	Stratos Wealth Partners, LTD.	$495K	3,298	−1,234	trim
426	iSAM Funds (UK) Ltd	$495K	3,297	+3,297	new
427	Composition Wealth, LLC	$491K	3,271	−377	trim
428	Neumann Capital Management, LLC	$490K	3,266	−149	trim
429	CMH Wealth Management LLC	$488K	3,250	+3,250	new
430	Cresta Advisors, Ltd.	$488K	3,250	+1,750	add
431	JACOBS LEVY EQUITY MANAGEMENT, INC	$468K	3,121	0	no change
432	MidFirst Bank	$467K	3,111	−2,176	trim
433	Empirical Finance, LLC	$462K	3,079	+38	add
434	CHOREO, LLC	$456K	3,038	−78	trim
435	Nautilus Advisors LLC	$453K	3,022	−7	trim
436	Stratos Wealth Advisors, LLC	$452K	3,016	−102	trim
437	Essex Financial Services, Inc.	$450K	3,001	+43	add
438	Alpine Fox Capital LLC	$450K	3,000	−97,000	trim
439	Kingsview Wealth Management, LLC	$450K	2,997	−322	trim
440	PFG Investments, LLC	$446K	2,976	+171	add
441	BAKER TILLY WEALTH MANAGEMENT, LLC	$442K	2,949	+788	add
442	World Investment Advisors	$437K	2,914	+1,424	add
443	Permanent Capital Management, LP	$424K	2,690	+2,690	new
444	SFMG, LLC	$421K	2,808	−598	trim
445	Independent Advisor Alliance	$413K	2,752	+1,200	add
446	Legacy Private Trust Co.	$403K	2,689	−1,005	trim
447	Banque Cantonale Vaudoise	$397K	2,643	+93	add
448	TEMA ETFS LLC	$396K	2,641	+7	add
449	Buttonwood Financial Advisors Inc.	$395K	2,633	−328	trim
450	Dorsey & Whitney Trust CO LLC	$390K	2,600	+421	add
451	TOWNSQUARE CAPITAL LLC	$390K	2,600	+817	add
452	Wellington Grp LLC	$388K	2,586	—	no prior
453	Cornerstone Wealth Management, LLC	$383K	2,556	−75	trim
454	Wallace Advisory Group, LLC	$383K	2,550	+612	add
455	Prentice Wealth Management LLC	$382K	2,549	−104	trim
456	MATHER GROUP, LLC.	$381K	2,541	+2,541	new
457	COOPER/HAIMS ADVISORS, LLC	$378K	2,521	−814	trim
458	Meiji Yasuda Life Insurance Co	$376K	2,509	0	no change
459	Haverford Trust Co	$374K	2,496	−10	trim
460	HUNTINGTON NATIONAL BANK	$365K	2,430	+2,430	new
461	LVW Advisors, LLC	$364K	2,426	+114	add
462	OneDigital Investment Advisors LLC	$361K	2,410	−452	trim
463	Arnhold LLC	$360K	2,400	0	no change
464	Mirabaud & Cie SA	$359K	2,390	+2,390	new
465	FEDERATED HERMES, INC.	$357K	2,380	−3,064	trim
466	MAVERICK CAPITAL LTD	$356K	2,373	+2,373	new
467	Aptus Capital Advisors, LLC	$352K	2,347	+2,347	new
468	VAN ECK ASSOCIATES CORP	$352K	2,345,921	−51,354	trim
469	AE Wealth Management LLC	$351K	2,340	+612	add
470	KEYBANK NATIONAL ASSOCIATION/OH	$351K	2,338	+90	add
471	GFS Advisors, LLC	$349K	2,328	−932	trim
472	Aviance Capital Partners, LLC	$349K	2,326	−332	trim
473	MONTAG A & ASSOCIATES INC	$345K	2,301	+287	add
474	CULBERTSON A N & CO INC	$343K	2,288	+20	add
475	Sigma Planning Corp	$340K	2,263	−195	trim
476	FIRST WILSHIRE SECURITIES MANAGEMENT INC	$339K	2,260	0	no change
477	Twin Tree Management, LP	$336K	2,241	+220	add
478	CITIZENS FINANCIAL GROUP INC/RI	$334K	2,229	−218	trim
479	Edgestream Partners, L.P.	$334K	2,225	+2,225	new
480	111 Capital	$334K	2,225	+2,225	new
481	TEACHER RETIREMENT SYSTEM OF TEXAS	$332K	2,214	−2,715	trim
482	DOLIVER ADVISORS, LP	$331K	2,209	−68	trim
483	Legacy Advisors, LLC	$329K	2,196	+107	add
484	Sagewood Asset Management LP	$326K	2,174	+2,174	new
485	BROWN, LISLE/CUMMINGS, INC.	$324K	2,162	+17	add
486	SAPIENT CAPITAL LLC	$324K	2,162	+216	add
487	Curi Capital, LLC	$324K	2,159	+58	add
488	PERSONAL CFO SOLUTIONS, LLC	$320K	2,130	−910	trim
489	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	$319K	2,125	−17	trim
490	Carnegie Investment Counsel	$316K	2,108	−229	trim
491	Procyon Advisors, LLC	$312K	2,081	+2,081	new
492	Meeder Advisory Services, Inc.	$310K	2,069	+181	add
493	Frank, Rimerman Advisors LLC	$306K	2,038	−376	trim
494	HBW ADVISORY SERVICES LLC	$304K	2,026	−276	trim
495	EVERGREEN CAPITAL MANAGEMENT LLC	$302K	2,014	−176	trim
496	Smartleaf Asset Management LLC	$302K	2,000	+662	add
497	DEFINE FINANCIAL, LLC	$302K	2,010	+12	add
498	INTRUST BANK NA	$302K	2,010	+2,010	new
499	CHILDRESS CAPITAL ADVISORS, LLC	$301K	2,007	−537	trim
500	Shay Capital LLC	$300K	2,000	+2,000	new

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · STZ

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 2 Gilbert Ray Cisneros, Jr. D–CA-31, Tommy Tuberville R–AL $16K–$65K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $38.8M held
Trimming: 2 Berkshire Hathaway, Bridgewater Associates $96.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · CONSTELLATION BRANDS INC

Merged timeline of congressional filings and notable-manager moves on STZ
Date	Who	Change	Size
2026-09-04	Gilbert Ray Cisneros, Jr. Congress	Sale	$1K–$15K
2026-08-05	Tommy Tuberville Congress	Sale	$15K–$50K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+41,507 sh
2026-05-15	Berkshire Hathaway 13F	trim	−12,367,110 sh
2026-05-15	Bridgewater Associates 13F	trim	−1,955 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

16 members of Congress disclosed STZ — the congressional view ↗