Constellation Brands, Inc.
STZ- Exchange
- NYSE
- Industry
- Beverages
- SEC CIK
- 0000016918
No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,039 institutions reported holding it in 13F filings for Q2 2026, worth $20.1B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q4 2021
Institutional positions in Constellation Brands, Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,232
- +116 vs. Q3 2021
- Shares held
- 135.3M
- +3.48M (+2.6%) vs. Q3 2021
- Total value
- $33.9B
- +$6.15B (+22.1%) vs. Q3 2021
- New holders
- 203
- 458 more added
- Sold out
- 87
- 387 more reduced
18 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,039 | $20.1B |
| Q1 2026 | 1,050 | $21.5B |
| Q4 2025 | 1,045 | $20.1B |
| Q3 2025 | 1,046 | $19.0B |
| Q2 2025 | 1,132 | $24.0B |
| Q1 2025 | 1,179 | $27.0B |
| Q4 2024 | 1,340 | $32.3B |
| Q3 2024 | 1,326 | $37.3B |
| Q2 2024 | 1,342 | $37.5B |
| Q1 2024 | 1,323 | $39.6B |
| Q4 2023 | 1,300 | $34.1B |
| Q3 2023 | 1,256 | $35.8B |
| Q2 2023 | 1,229 | $35.2B |
| Q1 2023 | 1,192 | $31.3B |
| Q4 2022 | 1,259 | $31.7B |
| Q3 2022 | 1,216 | $30.5B |
| Q2 2022 | 1,219 | $30.3B |
| Q1 2022 | 1,206 | $31.1B |
| Q4 2021 | 1,232 | $33.9B |
| Q3 2021 | 1,134 | $27.9B |
| Q2 2021 | 1,156 | $32.0B |
| Q1 2021 | 1,159 | $31.8B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 859,857 | $215.8M | 0.50% | +42,193+5.2% | Added |
| Charles Schwab Investment Management Inc | 883,889 | $221.8M | 0.07% | +9,680+1.1% | Added |
| UBS Asset Management Americas Inc | 892,773 | $224.1M | 0.09% | +29,607+3.4% | Added |
| Arrowstreet Capital, Limited Partnership | 906,010 | $227.4M | 0.28% | +28,947+3.3% | Added |
| Dimensional Fund Advisors LP | 910,569 | $228.5M | 0.07% | −53,986−5.6% | Reduced |
| Neuberger Berman Group LLC | 931,997 | $232.7M | 0.18% | +720,852+341.4% | Added |
| Wells Fargo & Company | 975,154 | $244.7M | 0.06% | −54,578−5.3% | Reduced |
| Legal & General Group Plc | 991,947 | $248.9M | 0.08% | −28,377−2.8% | Reduced |
| Capital International Investors | 994,172 | $249.5M | 0.05% | +2270.0% | Added |
| Price T Rowe Associates Inc | 1,058,617 | $265.7M | 0.02% | +732,982+225.1% | Added |
| Bank of New York Mellon Corp | 1,172,774 | $294.3M | 0.05% | −35,833−3.0% | Reduced |
| FMR LLC | 1,477,112 | $370.7M | 0.03% | +504,444+51.9% | Added |
| Norges Bank | 1,480,465 | $371.6M | 0.08% | −371,050−20.0% | Reduced |
| Franklin Resources Inc | 1,493,175 | $374.7M | 0.14% | −58,913−3.8% | Reduced |
| Northern Trust Corp | 1,569,108 | $393.8M | 0.06% | +6,598+0.4% | Added |
| Voya Investment Management LLC | 1,602,755 | $402.2M | 0.77% | −29,224−1.8% | Reduced |
| Invesco Ltd. | 1,690,338 | $424.2M | 0.10% | −671,588−28.4% | Reduced |
| Royal Bank of Canada | 1,766,882 | $443.4M | 0.11% | +260,714+17.3% | Added |
| American Century Companies Inc | 1,837,048 | $461.0M | 0.29% | +89,301+5.1% | Added |
| Morgan Stanley | 2,082,419 | $522.6M | 0.06% | −49,229−2.3% | Reduced |
| Bank of America Corp | 2,200,755 | $552.3M | 0.06% | +20,536+0.9% | Added |
| Geode Capital Management, LLC | 2,551,818 | $638.4M | 0.08% | +9,302+0.4% | Added |
| Janus Henderson Group PLC | 2,618,190 | $657.1M | 0.27% | +422,538+19.2% | Added |
| Alliancebernstein L.P. | 2,885,267 | $724.1M | 0.26% | +943,872+48.6% | Added |
| Aristotle Capital Management, LLC | 3,741,145 | $938.9M | 1.59% | +3,741,145 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,031,037 | $1.01B | 1.57% | −2,237−0.1% | Reduced |
| JPMorgan Chase & Co | 4,740,511 | $1.19B | 0.15% | +642,112+15.7% | Added |
| Wellington Management Group LLP | 6,324,678 | $1.59B | 0.25% | −118,280−1.8% | Reduced |
| State Street Corp | 7,085,434 | $1.78B | 0.08% | −15,599−0.2% | Reduced |
| Capital World Investors | 8,810,424 | $2.21B | 0.35% | +1,967,115+28.7% | Added |
| BlackRock Inc. | 11,598,912 | $2.91B | 0.07% | −67,535−0.6% | Reduced |
| Vanguard Group Inc | 12,287,936 | $3.08B | 0.07% | −229,510−1.8% | Reduced |
| Vontobel Asset Management Inc | 0 | $0 | 0.00% | −347,116−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −328,652−100.0% | Sold out |
| Kensico Capital Management Corp | 0 | $0 | 0.00% | −182,174−100.0% | Sold out |
| Atalanta Sosnoff Capital, LLC | 0 | $0 | 0.00% | −155,018−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −109,821−100.0% | Sold out |
| Kehrs Ridge Capital,LLC | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −57,369−100.0% | Sold out |
| AMS Capital Ltda | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −49,330−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −42,156−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −41,472−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −39,733−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −38,914−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −38,181−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −37,601−100.0% | Sold out |
| Progeny 3, Inc. | 0 | $0 | 0.00% | −37,095−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −32,621−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −29,275−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −25,068−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −23,456−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −14,886−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −13,932−100.0% | Sold out |
| Turim 21 Investimentos Ltda. | 0 | $0 | 0.00% | −11,990−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,897−100.0% | Sold out |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −9,279−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −8,776−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −7,578−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −6,708−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −5,925−100.0% | Sold out |
| Taylor, Cottrill, Erickson & Associates, Inc. | 0 | $0 | 0.00% | −5,881−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −5,547−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,788−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,695−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,981−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,638−100.0% | Sold out |
| Sky Investment Group LLC | 0 | $0 | 0.00% | −3,631−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −3,271−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −2,895−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,624−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,004−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −2,344−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,945−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| Eidelman Virant Capital | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,261−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −1,127−100.0% | Sold out |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −1,146−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −1,057−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |