Who holds ticker 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 · Q1 2026 · 16 members disclosed STZ ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 737 holders are listed, largest first: 737
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $18.2B
holders whose share count rose or who opened the position (new + add), by shares: 382
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 86

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of STZ ranked by reported value, 1–25 of 737 holders
#	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

Show the top 500 of 737 holders

13F holders of STZ ranked by reported value, 26–500 of 737 holders
#	Filer	Reported value	Shares	Δ shares	Change
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

Truncated by Public Filings. Top 500 of 737 holders shown; the rest are on EDGAR. Method ↗

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

Congress ↔ notable managers · STZ

Congress · last 90 days

Buyers: 0 — —
Sellers: 2 Gilbert Ray Cisneros, Jr. D–CA-31, Tommy Tuberville R–AL $16K–$65K

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

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

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = 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	SELL	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
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

5 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.