- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 16
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 11 listed it in both
- Shares listed
- 45,178,610
- combined, among listed positions
- Reported value
- $8.3bn
- combined, at the quarter end
Among the 95 comparable managers: 9 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing STZ in Q1 2025
16 of 16 holders
Largest increases and reductions, by shares
Increases
- Berkshire Hathaway Incexisting position · 12,009,000 shares now+6,384,676
- Capital World Investorsexisting position · 12,782,603 shares now+3,027,001
- Wellington Management Group LLPexisting position · 4,480,788 shares now+2,514,517
- Harris Associates LPnew position · 1,728,367 shares now+1,728,367
- Two Sigma Investments LPnew position · 179,060 shares now+179,060
Reductions
- Capital Research Global Investorsexisting position · 1,847,481 shares now-1,054,494
- Invesco Ltdexisting position · 2,098,744 shares now-361,636
- Squarepoint Ops LLCexisting position · 171,191 shares now-358,509
- AllianceBernstein LPexisting position · 1,940,121 shares now-329,039
- MFS Investment Managementexisting position · 336,225 shares now-150,468
New positions and exits
New (3)
Exited (3)
- D1 Capital Partners LPwas $338m
- Voloridge Investment Management LLCwas $38m
- Brevan Howard Capital Management LPwas $7.9m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 12 | $1.1bn | n.a. | n.a. |
| Q3 2013 | 13 | $1.3bn | n.a. | n.a. |
| Q4 2013 | 15 | $1.5bn | n.a. | n.a. |
| Q1 2014 | 16 | $1.8bn | n.a. | n.a. |
| Q2 2014 | 16 | $1.6bn | n.a. | n.a. |
| Q3 2014 | 17 | $1.3bn | n.a. | n.a. |
| Q4 2014 | 13 | $1.5bn | n.a. | n.a. |
| Q1 2015 | 15 | $2.0bn | n.a. | n.a. |
| Q2 2015 | 19 | $2.4bn | n.a. | n.a. |
| Q3 2015 | 22 | $3.5bn | n.a. | n.a. |
| Q4 2015 | 28 | $4.5bn | n.a. | n.a. |
| Q1 2016 | 26 | $5.0bn | n.a. | n.a. |
| Q2 2016 | 29 | $5.9bn | n.a. | n.a. |
| Q3 2016 | 30 | $6.1bn | n.a. | n.a. |
| Q4 2016 | 31 | $5.9bn | n.a. | n.a. |
| Q1 2017 | 30 | $6.2bn | n.a. | n.a. |
| Q2 2017 | 34 | $7.5bn | n.a. | n.a. |
| Q3 2017 | 31 | $8.0bn | n.a. | n.a. |
| Q4 2017 | 37 | $9.2bn | n.a. | n.a. |
| Q1 2018 | 35 | $8.3bn | n.a. | n.a. |
| Q2 2018 | 35 | $7.6bn | n.a. | n.a. |
| Q3 2018 | 34 | $6.7bn | n.a. | n.a. |
| Q4 2018 | 36 | $4.8bn | n.a. | n.a. |
| Q1 2019 | 17 | $4.1bn | n.a. | n.a. |
| Q2 2019 | 15 | $5.6bn | n.a. | n.a. |
| Q3 2019 | 21 | $5.9bn | n.a. | n.a. |
| Q4 2019 | 24 | $5.3bn | n.a. | n.a. |
| Q1 2020 | 22 | $4.2bn | n.a. | n.a. |
| Q2 2020 | 21 | $5.1bn | n.a. | n.a. |
| Q3 2020 | 22 | $6.2bn | n.a. | n.a. |
| Q4 2020 | 23 | $7.1bn | n.a. | n.a. |
| Q1 2021 | 23 | $7.4bn | n.a. | n.a. |
| Q2 2021 | 22 | $7.4bn | n.a. | n.a. |
| Q3 2021 | 23 | $6.5bn | n.a. | n.a. |
| Q4 2021 | 20 | $8.0bn | n.a. | n.a. |
| Q1 2022 | 20 | $7.6bn | n.a. | n.a. |
| Q2 2022 | 26 | $7.2bn | n.a. | n.a. |
| Q3 2022 | 22 | $7.3bn | n.a. | n.a. |
| Q4 2022 | 25 | $8.0bn | n.a. | n.a. |
| Q1 2023 | 20 | $8.1bn | n.a. | n.a. |
| Q2 2023 | 25 | $8.4bn | n.a. | n.a. |
| Q3 2023 | 31 | $9.0bn | n.a. | n.a. |
| Q4 2023 | 28 | $7.9bn | 17 | 13 |
| Q1 2024 | 18 | $8.2bn | 7 | 12 |
| Q2 2024 | 19 | $7.3bn | 8 | 14 |
| Q3 2024 | 16 | $6.5bn | 7 | 9 |
| Q4 2024 | 22 | $7.2bn | 14 | 9 |
| Q1 2025 | 16 | $8.3bn | 9 | 10 |
| Q2 2025 | 15 | $6.8bn | 10 | 5 |
| Q3 2025 | 16 | $4.8bn | 10 | 6 |
| Q4 2025 | 14 | $5.3bn | 19 | 19 |
| Q1 2026 | 21 | $6.3bn | 26 | 13 |
| Q2 2026 | 19 | $5.1bn | 22 | 20 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
STZ and PM →STZ and KO →STZ and COST →Choose a stock to compare with STZ →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own STZ, latest filings →Back to the 13F Explorer →