How Institutional Funds Moved on STZ

Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.

FundChangeQuarter
NORGES BANK NORGES BANK opened a new position worth $249,014,774. 2026-06-30
Berkshire Hathaway Inc Berkshire Hathaway Inc exited a position previously worth $94,933,500. 2026-06-30
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ MASSACHUSETTS FINANCIAL SERVICES CO /MA/ increased this position by 4495% ($1,484,100 -> $68,200,000). 2026-06-30
BNP PARIBAS FINANCIAL MARKETS BNP PARIBAS FINANCIAL MARKETS increased this position by 466% ($50,905,350 -> $287,983,898). 2026-06-30
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC increased this position by 26% ($264,664,650 -> $332,672,680). 2026-06-30
Point72 Asset Management, L.P. Point72 Asset Management, L.P. increased this position by 21% ($283,782,750 -> $342,629,716). 2026-06-30
Qube Research & Technologies Ltd Qube Research & Technologies Ltd increased this position by 2312% ($6,555,000 -> $158,080,792). 2026-06-30
VAN ECK ASSOCIATES CORP VAN ECK ASSOCIATES CORP increased this position by 1268167% ($21,598 -> $273,920,369). 2026-06-30

Which Funds Hold STZ

Largest reported positions as of 2026-06-30.

FundValueShares
Capital World Investors $1,559,029,633 11,208,782
VANGUARD CAPITAL MANAGEMENT LLC $1,298,744,947 9,337,443
VANGUARD PORTFOLIO MANAGEMENT LLC $1,089,841,086 7,835,510
Grantham, Mayo, Van Otterloo & Co. LLC $556,141,327 3,998,425
WELLINGTON MANAGEMENT GROUP LLP $503,455,032 3,619,635
Point72 Asset Management, L.P. $342,629,716 2,463,367
FMR LLC $336,963,756 2,422,631
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $332,672,680 2,391,780
CITADEL ADVISORS LLC $298,727,209 2,147,726
BNP PARIBAS FINANCIAL MARKETS $287,983,898 2,070,486

Data compiled from public SEC filings. This is informational reporting, not investment advice.

Berkshire Hathaway Inc: 13F Portfolio Moves Tracked Quarterly

Chart tracking Berkshire Hathaway Inc's quarterly 13F portfolio moves including Apple, Alphabet, and Occidental Petroleum

This page follows Berkshire Hathaway Inc’s institutional portfolio moves as disclosed in SEC Form 13F filings, updated every quarter as new data becomes available. It’s built to track how the company’s reported U.S. equity holdings shift over time, offering a running record for anyone researching Berkshire Hathaway’s current holdings rather than a one-time snapshot. Form … Read more