Public record / Tickers / STZ

STZ — CONSTELLATION BRANDS, INC.

Both disclosure regimes on one name: who in Congress filed about STZ, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
35
all PTR rows naming STZ
Members · 12m
2
3 buys · 2 sells · by trade date
Latest PTR
09-04
filed 2026-09-04
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Ron Wyden · $100K–$250K

Sale · traded 2021-04-06 → filed 2021-04-09. Ranked over every STZ row by the provable lower bound, never a point estimate.

2 members · 3 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

8 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

13 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 13 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING STZ · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning STZ
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-04Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 07-17 LATE·49d$1K–$15K
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2025-04-15 LATE·477d$15K–$50Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31Sale · partial (partial sale)Traded 05-15 +24d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 2025-12-19 +24d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 35 ↗

Members active in STZ

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing STZ in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-314−$28.0K to $28.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2

2 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-09-04Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+41,507 sh
2026-05-15Berkshire Hathaway 13Ftrim−12,367,110 sh
2026-05-15Bridgewater Associates 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of STZ for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Capital World Investors$1.8B1
2BlackRock, Inc.$1.7B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.4B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.1B1
5STATE STREET CORP$1.1B1
6WELLINGTON MANAGEMENT GROUP LLP$995M1
7FMR LLC$769M1
8Grantham, Mayo, Van Otterloo & Co. LLC$604M1
9CITADEL ADVISORS LLC$556M1
10HARRIS ASSOCIATES L P$485M1
11MORGAN STANLEY$381M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$335M1
13Capital Research Global Investors$323M1
14BALYASNY ASSET MANAGEMENT L.P.$314M1
15Invesco Ltd.$285M1
16Point72 Asset Management, L.P.$284M1
17DIMENSIONAL FUND ADVISORS LP$274M1
18HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$265M1
19Capital International Investors$243M1
20BANK OF AMERICA CORP /DE/$210M1
21NORTHERN TRUST CORP$197M1
22Holocene Advisors, LP$173M1
23UBS Group AG$172M1
24DEUTSCHE BANK AG\$151M1
25NORDEA INVESTMENT MANAGEMENT AB$133M1
26UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$132M1
27Legal & General Group Plc$127M1
28VANGUARD FIDUCIARY TRUST CO$118M1
29BERKSHIRE HATHAWAY INC$94.9M1
30Ilex Capital Partners (UK) LLP$94.6M1
31Empyrean Capital Partners, LP$90.9M1
32PZENA INVESTMENT MANAGEMENT LLC$89.4M1
33Janus Henderson Group Ltd.$87.9M1
34ROYAL BANK OF CANADA$80.9M1
35CITIGROUP INC$75.4M1
36ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$73.5M1
37MASSACHUSETTS FINANCIAL SERVICES CO /MA/$73.1M1
38WELLS FARGO & COMPANY/MN$72.3M1
39Swiss National Bank$64.9M1
40Amundi$61.9M1
41National Pension Service$60.4M1
42AVIVA PLC$60.4M1
43FIL Ltd$56.4M1
44Nuveen, LLC$54.9M1
45AMERICAN CENTURY COMPANIES INC$54.4M1
46Mitsubishi UFJ Asset Management Co., Ltd.$48.9M1
47CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$48.5M1
48FIRST TRUST ADVISORS LP$46.9M1
49Vanguard Global Advisers, LLC$46.3M1
50Hook Mill Capital Partners, LP$44.9M1
51RAYMOND JAMES FINANCIAL INC$43.9M1
52HSBC HOLDINGS PLC$43.9M1
53AQR CAPITAL MANAGEMENT LLC$41.6M1
54ENVESTNET ASSET MANAGEMENT INC$40.7M1
55CAMBIAR INVESTORS LLC$40.3M1
56VANGUARD ASSET MANAGEMENT, Ltd$39.9M1
57Gotham Asset Management, LLC$38.8M1
58HighTower Advisors, LLC$37.1M1
59MILLENNIUM MANAGEMENT LLC$36.5M1
60STIFEL FINANCIAL CORP$29.6M1
61Contrarius Group Holdings Ltd$28.4M1
62Capital International, Inc./CA/$27.2M1
63NATIONAL BANK OF CANADA /FI/$24.6M1
64PRINCIPAL FINANCIAL GROUP INC$24.6M1
65EDMOND DE ROTHSCHILD HOLDING S.A.$24.0M1
66Tidal Investments LLC$23.5M1
67ALLIANCEBERNSTEIN L.P.$22.9M1
68MANE GLOBAL CAPITAL MANAGEMENT LP$22.6M1
69LPL Financial LLC$21.8M1
70LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$21.8M1
71Ceredex Value Advisors LLC$21.5M1
72EP Wealth Advisors, LLC$21.2M1
73CORDA Investment Management, LLC.$21.0M1
74Framtiden Holdings Management Co LLC$21.0M1
75Korea Investment CORP$20.3M1
76Capital International Sarl$20.3M1
77Artisan Partners Limited Partnership$20.2M1
78SUSQUEHANNA INTERNATIONAL GROUP, LLP$19.6M1
79STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$19.5M1
80Lighthouse Investment Partners, LLC$18.9M1
81AIA Group Ltd$18.5M1
82Distillate Capital Partners LLC$18.4M1
83BNP Paribas Asset Management Holding S.A.$18.0M1
84SCS Capital Management LLC$17.9M1
85CANADA PENSION PLAN INVESTMENT BOARD$17.3M1
86Assenagon Asset Management S.A.$17.0M1
87COERENTE CAPITAL MANAGEMENT$16.5M1
88Aberdeen Group plc$16.1M1
89Walleye Capital LLC$15.6M1
90BANK OF MONTREAL /CAN/$15.3M1
91OPPENHEIMER ASSET MANAGEMENT INC.$14.1M1
92Universal- Beteiligungs- und Servicegesellschaft mbH$12.9M1
93FRANKLIN RESOURCES INC$12.9M1
94Creative Planning$12.5M1
95BOOTHBAY FUND MANAGEMENT, LLC$12.5M1
96Swedbank AB$12.3M1
97Zurcher Kantonalbank (Zurich Cantonalbank)$12.2M1
98Man Group plc$12.1M1
99Calamos Advisors LLC$11.9M1
100DANSKE BANK A/S$11.8M1
101STATE OF WISCONSIN INVESTMENT BOARD$11.8M1
102Asset Management One Co., Ltd.$11.7M1
103BANK OF NOVA SCOTIA$11.5M1
104MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.4M1
105PRUDENTIAL PLC$11.0M1
106APG Asset Management N.V.$10.6M1
107Chevy Chase Trust Holdings, LLC$10.6M1
108Cetera Investment Advisers$10.6M1
109PRUDENTIAL FINANCIAL INC$10.5M1
110Vanguard Investments Australia, Ltd.$10.4M1
111ROYAL LONDON ASSET MANAGEMENT LTD$10.3M1
112STEPHENS INC /AR/$10.1M1
113ALTRINSIC GLOBAL ADVISORS LLC$9.8M1
114ASR Vermogensbeheer N.V.$9.6M1
115COMMONWEALTH EQUITY SERVICES, LLC$9.6M1
116Pictet Asset Management Holding SA$9.5M1
117Tabor Asset Management, LP$9.5M1
118TORONTO DOMINION BANK$9.4M1
119TD ASSET MANAGEMENT INC$9.4M1
120Baird Financial Group, Inc.$9.1M1
121ICICI Prudential Asset Management Co Ltd$9.1M1
122GROUP ONE TRADING LLC$9.0M1
123WASHINGTON TRUST BANK$8.8M1
124Verition Fund Management LLC$8.7M1
125OSAIC HOLDINGS, INC.$8.6M1
126Compass Wealth Management LLC$8.4M1
127Leeward Investments, LLC - MA$8.3M1
128Morningstar Investment Management LLC$8.2M1
129NOMURA ASSET MANAGEMENT CO LTD$7.9M1
130HUDSON EDGE INVESTMENT PARTNERS INC.$7.5M1
131State of New Jersey Common Pension Fund D$7.5M1
132GUGGENHEIM CAPITAL LLC$7.5M1
133CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$7.5M1
134Atom Investors LP$7.3M1
135Rings Capital Management LLC$7.2M1
136Fluent Financial, LLC$7.0M1
137Cinctive Capital Management LP$7.0M1
138MATRIX ASSET ADVISORS INC/NY$6.9M1
139Lansforsakringar Fondforvaltning AB (publ)$6.9M1
140Quantinno Capital Management LP$6.9M1
141Resona Asset Management Co.,Ltd.$6.8M1
142Schonfeld Strategic Advisors LLC$6.7M1
143BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$6.6M1
144DnB Asset Management AS$6.5M1
145Tredje AP-fonden$6.3M1
146Cresset Asset Management, LLC$6.0M1
147Arizona State Retirement System$6.0M1
148Savoir Faire Capital Management, L.P.$6.0M1
149CIBC Bancorp USA Inc.$5.8M1
150Czech National Bank$5.7M1
151Mirae Asset Global Investments Co., Ltd.$5.7M1
152Taproot Management LP$5.6M1
153US BANCORP \DE\$5.6M1
154STATE OF MICHIGAN RETIREMENT SYSTEM$5.5M1
155USS Investment Management Ltd$5.5M1
156FIFTH THIRD BANCORP$5.3M1
157CIBC Asset Management Inc$5.2M1
158GRIMES & Co WEALTH MANAGEMENT, LLC$5.2M1
159OFI INVEST ASSET MANAGEMENT$5.1M1
160WINTON GROUP Ltd$5.1M1
161Gibraltar Capital Management, Inc.$5.0M1
162ALPINE WOODS CAPITAL INVESTORS, LLC$5.0M1
163COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.9M1
164Eurizon Capital SGR S.p.A.$4.9M1
165Leonteq Securities AG$4.8M1
166Empowered Funds, LLC$4.8M1
167FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$4.6M1
168Glenview Trust Co$4.6M1
169NewEdge Advisors, LLC$4.6M1
170Squarepoint Ops LLC$4.6M1
171IFM Investors Pty Ltd$4.5M1
172CAPITOLIS LIQUID GLOBAL MARKETS LLC$4.5M1
173SEI INVESTMENTS CO$4.5M1
174Retirement Systems of Alabama$4.5M1
175Sanctuary Advisors, LLC$4.5M1
176D.A. DAVIDSON & CO.$4.4M1
177EAGLE ROCK INVESTMENT COMPANY, LLC$4.4M1
178VOYA INVESTMENT MANAGEMENT LLC$4.2M1
179ExodusPoint Capital Management, LP$4.1M1
180Cerity Partners LLC$4.1M1
181D. E. Shaw & Co., Inc.$4.1M1
182NS Partners Ltd$4.1M1
183CastleKnight Management LP$4.0M1
184NATIXIS$4.0M1
185LEVEL FOUR ADVISORY SERVICES, LLC$3.9M1
186Federation des caisses Desjardins du Quebec$3.9M1
187Snowden Capital Advisors LLC$3.9M1
188ADAGE CAPITAL PARTNERS GP, L.L.C.$3.8M1
189PATTEN & PATTEN INC/TN$3.8M1
190Rockefeller Capital Management L.P.$3.7M1
191TOCQUEVILLE ASSET MANAGEMENT L.P.$3.7M1
192Daiwa Securities Group Inc.$3.7M1
193Brookstone Capital Management$3.7M1
194Pathstone Holdings, LLC$3.7M1
195Timber Creek Capital Management LLC$3.6M1
196Corient Private Wealth LLC$3.6M1
197CWM, LLC$3.5M1
198Bridgefront Capital, LLC$3.5M1
199Utah Retirement Systems$3.5M1
200Swiss Life Asset Management Ltd$3.4M1
201STOREBRAND ASSET MANAGEMENT AS$3.4M1
202XPONANCE LLC$3.4M1
203PEAK6 LLC$3.3M1
204MML INVESTORS SERVICES, LLC$3.3M1
205Rakuten Investment Management, Inc.$3.3M1
206PUBLIC SECTOR PENSION INVESTMENT BOARD$3.3M1
207Vanguard Personalized Indexing Management, LLC$3.2M1
208Fisher Funds Management LTD$3.2M1
209ProShare Advisors LLC$3.1M1
210BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$3.0M1
211Sumitomo Mitsui DS Asset Management Company, Ltd$3.0M1
212NEOS Investment Management LLC$3.0M1
213PARSONS CAPITAL MANAGEMENT INC/RI$3.0M1
214MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.0M1
215GROUPAMA ASSET MANAGMENT$3.0M1
216Narwhal Capital Management$3.0M1
217IMC-Chicago, LLC$3.0M1
218NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.9M1
219Hudson Bay Capital Management LP$2.9M1
220NISSAY ASSET MANAGEMENT CORP /JAPAN$2.9M1
221Summit Trail Advisors, LLC$2.9M1
222Lido Advisors, LLC$2.8M1
223SIRIOS CAPITAL MANAGEMENT L P$2.8M1
224Hillman Capital Management, Inc.$2.8M1
225Kestra Advisory Services, LLC$2.8M1
226ING GROEP NV$2.7M1
227GREAT VALLEY ADVISOR GROUP, INC.$2.6M1
228TRUIST FINANCIAL CORP$2.6M1
229Qsemble Capital Management, LP$2.6M1
230MACKENZIE FINANCIAL CORP$2.5M1
231O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.5M1
232UniSuper Management Pty Ltd$2.5M1
233Ashton Thomas Private Wealth, LLC$2.5M1
234WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.4M1
235Elo Mutual Pension Insurance Co$2.4M1
236OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.4M1
237CREDIT AGRICOLE S A$2.4M1
238PEDDOCK CAPITAL ADVISORS, LLC$2.4M1
239SHELTON CAPITAL MANAGEMENT$2.4M1
240Gibbs Wealth Management$2.4M1
241Capricorn Fund Managers Ltd$2.3M1
242Robertson Stephens Wealth Management, LLC$2.3M1
243OP Asset Management Ltd$2.3M1
244MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.2M1
245Investment Management Corp of Ontario$2.2M1
246M&T BANK CORP$2.2M1
247Capital Group Investment Management Pte. Ltd.$2.2M1
248BLAIR WILLIAM & CO/IL$2.2M1
249ABN AMRO INVESTMENT SOLUTIONS$2.2M1
250Marex Group Ltd$2.2M1
251Acumen Wealth Advisors, LLC$2.1M1
252FULTON BANK, N.A.$2.1M1
253Wealthfront Advisers LLC$2.1M1
254Apollon Wealth Management, LLC$2.0M1
255Forvis Mazars Wealth Advisors, LLC$2.0M1
256KESTRA PRIVATE WEALTH SERVICES, LLC$2.0M1
257GHP Investment Advisors, Inc.$2.0M1
258INTECH INVESTMENT MANAGEMENT LLC$1.9M1
259BURNEY CO/$1.9M1
260COMMERCE BANK$1.9M1
261Portside Wealth Group, LLC$1.9M1
262Addison Capital Co$1.9M1
263PATTON ALBERTSON MILLER GROUP, LLC$1.9M1
264Jefferies Financial Group Inc.$1.8M1
265PRINCIPAL SECURITIES, INC.$1.8M1
266VISTA INVESTMENT MANAGEMENT$1.8M1
267Parallax Volatility Advisers, L.P.$1.8M1
268Brevan Howard Capital Management LP$1.7M1
269Bridgewater Associates, LP$1.7M1
270OPPENHEIMER & CO INC$1.7M1
271NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.7M1
272Jacobi Capital Management LLC$1.7M1
273EXCHANGE TRADED CONCEPTS, LLC$1.6M1
274ODDO BHF ASSET MANAGEMENT SAS$1.6M1
275HB Wealth Management, LLC$1.6M1
276WealthPlan Investment Management, LLC$1.6M1
277&PARTNERS$1.6M1
278MACQUARIE GROUP LTD$1.6M1
279Tower Research Capital LLC (TRC)$1.5M1
280Farringdon Capital, Ltd.$1.5M1
281EASTERLY INVESTMENT PARTNERS LLC$1.5M1
282Candriam S.C.A.$1.4M1
283Allianz Asset Management GmbH$1.4M1
284Havemeyer Place LP$1.4M1
285TWO SIGMA SECURITIES, LLC$1.4M1
286Financiere des Professionnels - Fonds d'investissement inc.$1.4M1
287Dynamic Technology Lab Private Ltd$1.4M1
288Private Advisor Group, LLC$1.3M1
289Fideuram Asset Management (Ireland) dac$1.3M1
290HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.3M1
291Concentric Capital Strategies, LP$1.3M1
292SouthState Bank Corp$1.3M1
293MAI Capital Management$1.3M1
294Whelan Financial$1.3M1
295Stablepoint Partners, LLC$1.3M1
296MIZUHO SECURITIES USA LLC$1.3M1
297ASSETMARK, INC$1.3M1
298Rafferty Asset Management, LLC$1.3M1
299ABLES, IANNONE, MOORE & ASSOCIATES, INC.$1.3M1
300Allspring Global Investments Holdings, LLC$1.2M1
301Platform Technology Partners$1.2M1
302Vontobel Holding Ltd.$1.2M1
303HBK Sorce Advisory LLC$1.2M1
304Norinchukin Bank, The$1.2M1
305Summit Financial, LLC$1.2M1
306Atria Investments, Inc$1.1M1
307BENJAMIN EDWARDS INC$1.1M1
308Atlantic Edge Private Wealth Management, LLC$1.1M1
309OMERS ADMINISTRATION Corp$1.1M1
310UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.1M1
311Western Wealth Management, LLC$1.1M1
312BROWN ADVISORY INC$1.1M1
313JANE STREET GROUP, LLC$1.1M1
314TBH Global Asset Management, LLC$1.1M1
315Pinnacle Financial Partners, Inc.$1.1M1
316GATEWAY INVESTMENT ADVISERS LLC$1.1M1
317Envestnet Portfolio Solutions, Inc.$1.1M1
318Maryland State Retirement & Pension System$1.1M1
319denkapparat Operations GmbH$1.1M1
320CAPITAL INTERNATIONAL LTD /CA/$1.1M1
321Equitable Holdings, Inc.$1.1M1
322BANQUE PICTET & CIE SA$1.1M1
323TECTONIC ADVISORS LLC$1.0M1
324CIBC WORLD MARKET INC.$1.0M1
325LONGFELLOW INVESTMENT MANAGEMENT CO LLC$1.0M1
326Granite Group Advisors, LLC$1.0M1
327Centiva Capital, LP$1.0M1
328NORDEN GROUP LLC$997K1
329LMR Partners LLP$996K1
330NOVEM GROUP$989K1
331Brooklyn Investment Group$964K1
332Portfolio Design Labs, LLC$960K1
333DAVENPORT & Co LLC$949K1
334Orion Porfolio Solutions, LLC$945K1
335QUADRANT CAPITAL GROUP LLC$944K1
336W.G. Shaheen & Associates DBA Whitney & Co$918K1
337Sage Investment Counsel LLC$916K1
338Black Cypress Capital Management, LLC$911K1
339Oak Asset Management, LLC$909K1
340Merit Financial Group, LLC$905K1
341Penobscot Investment Management Company, Inc.$900K1
342DIVERSIFY WEALTH MANAGEMENT, LLC$893K1
343Steward Partners Investment Advisory, LLC$889K1
344SCHRODER INVESTMENT MANAGEMENT GROUP$872K1
345Beacon Pointe Advisors, LLC$869K1
346Ascent Group, LLC$868K1
347MUFG Securities EMEA plc$867K1
348OSSIAM$865K1
349Badgley Phelps Wealth Managers, LLC$858K1
350WealthPLAN Partners, LLC$838K1
351Financial Solutions Advisory Group, Inc.$825K1
352Aberdeen Wealth Management LLC$822K1
353Pflug Koory, LLC$820K1
354FLAGSHIP HARBOR ADVISORS, LLC$813K1
355Capital Group Private Client Services, Inc.$807K1
356Generali Asset Management SPA SGR$804K1
357SAXON INTERESTS, INC.$803K1
358TOKIO MARINE ASSET MANAGEMENT CO LTD$796K1
359TOTH FINANCIAL ADVISORY CORP$794K1
360Knollwood Investment Advisory, LLC$789K1
361GUIDANCE CAPITAL, INC$758K1
362MERCER GLOBAL ADVISORS INC /ADV$756K1
363MOODY NATIONAL BANK TRUST DIVISION$751K1
364Kendall Capital Management$749K1
365Pine Valley Investments Ltd Liability Co$738K1
366one8zero8, LLC$730K1
367Sequoia Financial Advisors, LLC$719K1
368HOWE & RUSLING INC$715K1
369Moors & Cabot, Inc.$712K1
370Mariner, LLC$711K1
371Sompo Asset Management Co., Ltd.$711K1
372Vident Advisory, LLC$710K1
373IRON Financial LLC$707K1
374HORIZON KINETICS ASSET MANAGEMENT LLC$701K1
375Invera Wealth Advisors, LLC$678K1
376NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$674K1
377AIGEN INVESTMENT MANAGEMENT, LP$668K1
378Cooper Financial Group$666K1
379FLC Capital Advisors$666K1
380Premier Path Wealth Partners, LLC$665K1
381Malaga Cove Capital, LLC$656K1
382Gallacher Capital Management LLC$656K1
383Linden Thomas Advisory Services, LLC$654K1
384Garner Asset Management Corp$652K1
385Kovack Advisors, Inc.$644K1
386Dai-ichi Life Insurance Company, Ltd$642K1
387XML Financial, LLC$634K1
388Larson Financial Group LLC$628K1
389VARCOV Co.$616K1
390North Dakota State Investment Board$616K1
391Robeco Institutional Asset Management B.V.$612K1
392Metis Global Partners, LLC$611K1
393FORTRESS PRIVATE LEDGER, LLC$610K1
394Mutual Advisors, LLC$607K1
395Retirement Planning Co of New England, Inc.$605K1
396Prospera Financial Services Inc$605K1
397INDEPENDENT FINANCIAL GROUP, LLC$604K1
398Allworth Financial LP$604K1
399Choate Investment Advisors$601K1
400Siemens Fonds Invest GmbH$587K1
401Avantax Planning Partners, Inc.$585K1
402Vise Technologies, Inc.$584K1
403SECURIAN ASSET MANAGEMENT, INC$571K1
404EXENCIAL WEALTH ADVISORS, LLC$564K1
405Grove Bank & Trust$561K1
406MMBG INVESTMENT ADVISORS CO.$561K1
407Callan Family Office, LLC$556K1
408PALISADE CAPITAL MANAGEMENT, LP$555K1
409SOUTHEASTERN ASSET MANAGEMENT INC/TN/$549K1
410TOMPKINS FINANCIAL CORP$548K1
411Woodline Partners LP$546K1
412Ballentine Partners, LLC$544K1
413TLWM$542K1
414Laird Norton Wetherby Trust Company, LLC$535K1
415Miller Investment Management, LP$533K1
416HUB Investment Partners, LLC$527K1
417CHIRON CAPITAL MANAGEMENT, LLC$525K1
418COLDSTREAM CAPITAL MANAGEMENT INC$522K1
419LAZARD ASSET MANAGEMENT LLC$518K1
420Crossmark Global Holdings, Inc.$516K1
421CENTRAL TRUST Co$509K1
422Mesirow Financial Investment Management, Inc.$499K1
423Dynamic Advisor Solutions LLC$496K1
424Radnor Capital Management, LLC$496K1
425Stratos Wealth Partners, LTD.$495K1
426iSAM Funds (UK) Ltd$495K1
427Composition Wealth, LLC$491K1
428Neumann Capital Management, LLC$490K1
429CMH Wealth Management LLC$488K1
430Cresta Advisors, Ltd.$488K1
431JACOBS LEVY EQUITY MANAGEMENT, INC$468K1
432MidFirst Bank$467K1
433Empirical Finance, LLC$462K1
434CHOREO, LLC$456K1
435Nautilus Advisors LLC$453K1
436Stratos Wealth Advisors, LLC$452K1
437Essex Financial Services, Inc.$450K1
438Alpine Fox Capital LLC$450K1
439Kingsview Wealth Management, LLC$450K1
440PFG Investments, LLC$446K1
441BAKER TILLY WEALTH MANAGEMENT, LLC$442K1
442World Investment Advisors$437K1
443Permanent Capital Management, LP$424K1
444SFMG, LLC$421K1
445Independent Advisor Alliance$413K1
446Legacy Private Trust Co.$403K1
447Banque Cantonale Vaudoise$397K1
448TEMA ETFS LLC$396K1
449Buttonwood Financial Advisors Inc.$395K1
450Dorsey & Whitney Trust CO LLC$390K1
451TOWNSQUARE CAPITAL LLC$390K1
452Wellington Grp LLC$388K1
453Cornerstone Wealth Management, LLC$383K1
454Wallace Advisory Group, LLC$383K1
455Prentice Wealth Management LLC$382K1
456MATHER GROUP, LLC.$381K1
457COOPER/HAIMS ADVISORS, LLC$378K1
458Meiji Yasuda Life Insurance Co$376K1
459Haverford Trust Co$374K1
460HUNTINGTON NATIONAL BANK$365K1
461LVW Advisors, LLC$364K1
462OneDigital Investment Advisors LLC$361K1
463Arnhold LLC$360K1
464Mirabaud & Cie SA$359K1
465FEDERATED HERMES, INC.$357K1
466MAVERICK CAPITAL LTD$356K1
467Aptus Capital Advisors, LLC$352K1
468VAN ECK ASSOCIATES CORP$352K1
469AE Wealth Management LLC$351K1
470KEYBANK NATIONAL ASSOCIATION/OH$351K1
471GFS Advisors, LLC$349K1
472Aviance Capital Partners, LLC$349K1
473MONTAG A & ASSOCIATES INC$345K1
474CULBERTSON A N & CO INC$343K1
475Sigma Planning Corp$340K1
476FIRST WILSHIRE SECURITIES MANAGEMENT INC$339K1
477Twin Tree Management, LP$336K1
478CITIZENS FINANCIAL GROUP INC/RI$334K1
479Edgestream Partners, L.P.$334K1
480111 Capital$334K1
481TEACHER RETIREMENT SYSTEM OF TEXAS$332K1
482DOLIVER ADVISORS, LP$331K1
483Legacy Advisors, LLC$329K1
484Sagewood Asset Management LP$326K1
485BROWN, LISLE/CUMMINGS, INC.$324K1
486SAPIENT CAPITAL LLC$324K1
487Curi Capital, LLC$324K1
488PERSONAL CFO SOLUTIONS, LLC$320K1
489SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$319K1
490Carnegie Investment Counsel$316K1
491Procyon Advisors, LLC$312K1
492Meeder Advisory Services, Inc.$310K1
493Frank, Rimerman Advisors LLC$306K1
494HBW ADVISORY SERVICES LLC$304K1
495EVERGREEN CAPITAL MANAGEMENT LLC$302K1
496Smartleaf Asset Management LLC$302K1
497DEFINE FINANCIAL, LLC$302K1
498INTRUST BANK NA$302K1
499CHILDRESS CAPITAL ADVISORS, LLC$301K1
500Shay Capital LLC$300K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)3 buy / 2 sell
Congress net ($ bound)−$27.0K to $43.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on STZ

RETAINED WINDOW · ACTIVE HITS
Signal hits naming STZ
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied2 hits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for STZ · financials and macro

Financials — as filed PLANNED

STZ's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: STZ on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing