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; 1,038 institutions reported holding it in 13F filings for Q2 2026, worth $20.4B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Constellation Brands, Inc. as of Dec 31, 2022. 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
- 1,259
- +70 vs. Q3 2022
- Shares held
- 136.7M
- +3.14M (+2.4%) vs. Q3 2022
- Total value
- $31.7B
- +$969.2M (+3.2%) vs. Q3 2022
- New holders
- 155
- 448 more added
- Sold out
- 85
- 453 more reduced
25 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 | 1,038 | $20.4B |
| Q1 2026 | 1,050 | $21.5B |
| Q4 2025 | 1,045 | $20.1B |
| Q3 2025 | 1,046 | $19.3B |
| Q2 2025 | 1,132 | $24.2B |
| Q1 2025 | 1,179 | $27.0B |
| Q4 2024 | 1,340 | $32.4B |
| Q3 2024 | 1,326 | $38.2B |
| Q2 2024 | 1,342 | $38.6B |
| Q1 2024 | 1,322 | $43.8B |
| Q4 2023 | 1,300 | $35.8B |
| Q3 2023 | 1,256 | $35.9B |
| Q2 2023 | 1,229 | $35.2B |
| Q1 2023 | 1,192 | $32.1B |
| Q4 2022 | 1,259 | $31.7B |
| Q3 2022 | 1,214 | $31.0B |
| Q2 2022 | 1,217 | $30.3B |
| Q1 2022 | 1,204 | $31.1B |
| Q4 2021 | 1,230 | $34.0B |
| Q3 2021 | 1,132 | $27.8B |
| Q2 2021 | 1,155 | $32.1B |
| Q1 2021 | 1,157 | $31.8B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,050,430 | $3.02B | 0.08% | +802,972+6.6% | Added |
| BlackRock Inc. | 11,146,308 | $2.58B | 0.08% | +88,210+0.8% | Added |
| State Street Corp | 7,032,365 | $1.63B | 0.10% | +170,249+2.5% | Added |
| Capital World Investors | 6,677,735 | $1.55B | 0.33% | −196,124−2.9% | Reduced |
| FMR LLC | 5,073,369 | $1.18B | 0.12% | +524,569+11.5% | Added |
| Wellington Management Group LLP | 4,004,084 | $927.9M | 0.19% | −864,125−17.8% | Reduced |
| Price T Rowe Associates Inc | 3,928,866 | $910.5M | 0.15% | +1,346,846+52.2% | Added |
| JPMorgan Chase & Co | 3,924,508 | $909.5M | 0.13% | −95,450−2.4% | Reduced |
| Morgan Stanley | 3,809,273 | $882.8M | 0.10% | +909,562+31.4% | Added |
| Aristotle Capital Management, LLC | 3,580,596 | $829.8M | 1.76% | −180,950−4.8% | Reduced |
| Capital International Investors | 3,120,278 | $723.1M | 0.19% | +1,579,667+102.5% | Added |
| Alliancebernstein L.P. | 3,068,882 | $711.2M | 0.32% | −61,321−2.0% | Reduced |
| Geode Capital Management, LLC | 2,812,650 | $650.4M | 0.09% | +98,901+3.6% | Added |
| American Century Companies Inc | 2,316,443 | $536.8M | 0.44% | −8,663−0.4% | Reduced |
| Bank of America Corp | 2,222,024 | $515.0M | 0.06% | −250,853−10.1% | Reduced |
| Janus Henderson Group PLC | 2,214,152 | $513.1M | 0.37% | −2,506,920−53.1% | Reduced |
| Invesco Ltd. | 2,202,771 | $510.5M | 0.15% | +286,134+14.9% | Added |
| Neuberger Berman Group LLC | 1,931,137 | $447.7M | 0.44% | +320,544+19.9% | Added |
| Royal Bank of Canada | 1,714,976 | $397.4M | 0.12% | −113,943−6.2% | Reduced |
| Norges Bank | 1,612,927 | $373.8M | 0.09% | +101,053+6.7% | Added |
| Northern Trust Corp | 1,569,097 | $363.6M | 0.08% | +78,404+5.3% | Added |
| Capital Research Global Investors | 1,435,136 | $332.6M | 0.10% | +1,435,136 | New |
| Franklin Resources Inc | 1,390,478 | $322.2M | 0.17% | −9,978−0.7% | Reduced |
| Voya Investment Management LLC | 1,308,621 | $303.3M | 0.35% | −149,703−10.3% | Reduced |
| UBS Asset Management Americas Inc | 1,196,615 | $277.3M | 0.15% | −28,198−2.3% | Reduced |
| Bank of New York Mellon Corp | 1,190,070 | $275.8M | 0.06% | +102,708+9.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,105,114 | $256.1M | 0.36% | −260,061−19.0% | Reduced |
| Charles Schwab Investment Management Inc | 925,310 | $214.4M | 0.07% | +29,209+3.3% | Added |
| Legal & General Group Plc | 895,213 | $207.5M | 0.08% | −92,793−9.4% | Reduced |
| Wells Fargo & Company | 873,747 | $202.5M | 0.06% | −4,082−0.5% | Reduced |
| Ameriprise Financial Inc | 770,528 | $178.6M | 0.06% | +16,113+2.1% | Added |
| Dimensional Fund Advisors LP | 733,626 | $170.0M | 0.05% | −21,065−2.8% | Reduced |
| California Public Employees Retirement System | 709,513 | $164.4M | 0.14% | +76,955+12.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 692,107 | $160.4M | 0.85% | −8,429−1.2% | Reduced |
| Agf Management Ltd | 669,946 | $155.3M | 1.13% | +669,946 | New |
| Swiss National Bank | 647,600 | $150.1M | 0.11% | −57,836−8.2% | Reduced |
| UBS Group AG | 628,356 | $145.6M | 0.07% | +95,407+17.9% | Added |
| Deutsche Bank AG | 611,383 | $141.7M | 0.08% | +78,950+14.8% | Added |
| D. E. Shaw & Co., Inc. | 579,915 | $134.4M | 0.23% | +9,719+1.7% | Added |
| Bank of Montreal | 564,688 | $132.4M | 0.06% | −33,970−5.7% | Reduced |
| Massachusetts Financial Services Co | 529,309 | $122.7M | 0.04% | −41,126−7.2% | Reduced |
| Nuveen Asset Management, LLC | 500,172 | $115.9M | 0.04% | +5,502+1.1% | Added |
| First Republic Investment Management, Inc. | 478,725 | $110.9M | 0.25% | +30,393+6.8% | Added |
| Goldman Sachs Group Inc | 465,122 | $107.8M | 0.03% | −93,064−16.7% | Reduced |
| Holocene Advisors, LP | 453,216 | $105.0M | 0.65% | +453,216 | New |
| Amundi | 470,243 | $104.7M | 0.06% | −1,084,602−69.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 424,649 | $98.4M | 0.08% | −15,232−3.5% | Reduced |
| Clearbridge Investments, LLC | 413,092 | $95.7M | 0.09% | +290.0% | Added |
| Raymond James & Associates | 390,298 | $90.5M | 0.08% | +204,824+110.4% | Added |
| Gates Capital Management, Inc. | 381,543 | $88.4M | 3.37% | +50,000+15.1% | Added |
| Bain Capital Public Equity Management II, LLC | 366,031 | $84.8M | 5.03% | −88,016−19.4% | Reduced |
| Renaissance Technologies LLC | 363,700 | $84.3M | 0.12% | +249,300+217.9% | Added |
| Carmignac Gestion | 358,256 | $83.0M | 1.50% | +67,732+23.3% | Added |
| Scharf Investments, LLC | 358,121 | $83.0M | 2.71% | −2,003−0.6% | Reduced |
| Victory Capital Management Inc | 347,277 | $80.5M | 0.09% | −55,145−13.7% | Reduced |
| Bridgewater Associates, LP | 335,683 | $77.8M | 0.42% | −46,992−12.3% | Reduced |
| Evercore Wealth Management, LLC | 331,360 | $76.8M | 1.61% | +2,281+0.7% | Added |
| Douglas Lane & Associates, LLC | 314,133 | $72.8M | 1.22% | −96,029−23.4% | Reduced |
| Prudential Financial Inc | 308,447 | $71.5M | 0.12% | +85,362+38.3% | Added |
| Adage Capital Partners GP, L.L.C. | 306,098 | $70.9M | 0.17% | −14,625−4.6% | Reduced |
| Rhumbline Advisers | 303,446 | $70.3M | 0.09% | +14,041+4.9% | Added |
| National Pension Service | 277,739 | $64.4M | 0.13% | +2,139+0.8% | Added |
| California State Teachers Retirement System | 271,553 | $62.9M | 0.10% | +389+0.1% | Added |
| Mackenzie Financial Corp | 271,318 | $62.9M | 0.11% | +18,125+7.2% | Added |
| Eagle Asset Management Inc | 273,289 | $62.2M | 0.38% | −161−0.1% | Reduced |
| Nicholas Company, Inc. | 267,510 | $62.0M | 1.33% | −600.0% | Reduced |
| New York State Common Retirement Fund | 253,371 | $58.7M | 0.08% | −502−0.2% | Reduced |
| Huntington National Bank | 251,458 | $58.3M | 0.61% | +26,111+11.6% | Added |
| Fort Pitt Capital Group, LLC | 236,981 | $54.9M | 2.24% | +5,788+2.5% | Added |
| Stifel Financial Corp | 236,779 | $54.9M | 0.08% | +18,210+8.3% | Added |
| Davenport & Co LLC | 235,674 | $54.7M | 0.45% | −540.0% | Reduced |
| Canada Pension Plan Investment Board | 230,308 | $53.4M | 0.09% | −4,800−2.0% | Reduced |
| Credit Suisse AG | 230,232 | $53.4M | 0.06% | −48,870−17.5% | Reduced |
| KBC Group NV | 229,944 | $53.3M | 0.26% | +7,693+3.5% | Added |
| HSBC Holdings PLC | 222,595 | $51.5M | 0.06% | +47,902+27.4% | Added |
| Cambiar Investors LLC | 208,118 | $48.2M | 2.20% | +14,184+7.3% | Added |
| First Trust Advisors LP | 207,507 | $48.1M | 0.06% | +31,515+17.9% | Added |
| Citigroup Inc | 202,156 | $46.8M | 0.07% | +4,778+2.4% | Added |
| CI Private Wealth, LLC | 195,876 | $45.4M | 0.16% | +195,876 | New |
| Retirement Systems of Alabama | 194,705 | $45.1M | 0.20% | −917−0.5% | Reduced |
| Twinbeech Capital LP | 192,396 | $44.6M | 0.85% | +192,396 | New |
| STRS Ohio | 187,973 | $43.6M | 0.20% | −8,423−4.3% | Reduced |
| Epoch Investment Partners, Inc. | 187,595 | $43.5M | 0.26% | −8,158−4.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 187,592 | $43.5M | 0.07% | +95,654+104.0% | Added |
| Manning & Napier Group, LLC | 187,074 | $43.4M | 0.53% | −3,606−1.9% | Reduced |
| Principal Financial Group Inc | 186,185 | $43.1M | 0.03% | −3,506−1.8% | Reduced |
| Los Angeles Capital Management LLC | 183,844 | $42.6M | 0.21% | +51,743+39.2% | Added |
| Barclays PLC | 177,236 | $41.1M | 0.04% | +22,703+14.7% | Added |
| State Board of Administration of Florida Retirement System | 173,145 | $40.1M | 0.10% | −7,170−4.0% | Reduced |
| New York State Teachers Retirement System | 172,959 | $40.1M | 0.10% | −8,905−4.9% | Reduced |
| Crestwood Advisors Group LLC | 172,256 | $39.9M | 1.36% | +7,343+4.5% | Added |
| Ami Asset Management Corp | 169,940 | $39.4M | 2.76% | −1,098−0.6% | Reduced |
| State of Wisconsin Investment Board | 169,796 | $39.4M | 0.13% | −79,649−31.9% | Reduced |
| Envestnet Asset Management Inc | 166,984 | $38.7M | 0.02% | −2,192−1.3% | Reduced |
| Baird Financial Group, Inc. | 163,323 | $37.9M | 0.10% | −239,185−59.4% | Reduced |
| SEI Investments Co | 160,840 | $37.3M | 0.08% | −6,176−3.7% | Reduced |
| Squarepoint Ops LLC | 158,407 | $36.7M | 0.24% | −136,998−46.4% | Reduced |
| Great West Life Assurance Co | 153,290 | $35.7M | 0.09% | −2,308−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 153,690 | $35.6M | 0.03% | −83−0.1% | Reduced |
| Junto Capital Management LP | 151,519 | $35.1M | 1.00% | +151,519 | New |