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 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
- +68 vs. Q3 2022
- Shares held
- 136.7M
- +5.54M (+4.2%) vs. Q3 2022
- Total value
- $31.7B
- +$1.52B (+5.0%) vs. Q3 2022
- New holders
- 154
- 448 more added
- Sold out
- 86
- 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 | 1,039 | $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 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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 72,422 | $16.8M | 0.65% | −5,432−7.0% | Reduced |
| Wesbanco Bank Inc | 72,912 | $16.9M | 0.75% | +31,379+75.6% | Added |
| Cubist Systematic Strategies, LLC | 74,699 | $17.3M | 0.15% | −18,340−19.7% | Reduced |
| Welch & Forbes LLC | 77,223 | $17.9M | 0.32% | +366+0.5% | Added |
| Pictet Asset Management SA | 78,042 | $18.1M | 0.03% | −1,848−2.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 78,500 | $18.2M | 0.20% | −13,300−14.5% | Reduced |
| Fort Washington Investment Advisors Inc | 78,589 | $18.2M | 0.14% | +78,589 | New |
| Cerity Partners LLC | 78,762 | $18.3M | 0.12% | +62,766+392.4% | Added |
| Macquarie Group Ltd | 78,850 | $18.3M | 0.02% | +4,959+6.7% | Added |
| Assenagon Asset Management S.A. | 79,047 | $18.3M | 0.08% | −6,201−7.3% | Reduced |
| Cercano Management LLC | 80,804 | $18.7M | 0.76% | +80,804 | New |
| Tocqueville Asset Management L.P. | 80,808 | $18.7M | 0.36% | −2,103−2.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 81,929 | $19.0M | 0.11% | −740−0.9% | Reduced |
| Natixis Advisors, L.P. | 84,360 | $19.6M | 0.07% | −17,116−16.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,960 | $19.7M | 0.03% | +8,470+11.1% | Added |
| Susquehanna International Group, LLP | 85,750 | $19.9M | 0.04% | +6,618+8.4% | Added |
| Border to Coast Pensions Partnership Ltd | 86,230 | $20.0M | 0.64% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 87,305 | $20.2M | 1.03% | +87,305 | New |
| Employees Retirement System of Texas | 89,000 | $20.6M | 0.30% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 89,429 | $20.7M | 0.09% | +138+0.2% | Added |
| Coerente Capital Management | 90,874 | $21.1M | 4.64% | +442+0.5% | Added |
| Cookson Peirce & Co Inc | 91,867 | $21.3M | 1.38% | +6,488+7.6% | Added |
| State of New Jersey Common Pension Fund D | 91,876 | $21.3M | 0.08% | −1,803−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 92,306 | $21.4M | 0.04% | +11,950+14.9% | Added |
| Bradley Foster & Sargent Inc | 92,620 | $21.5M | 0.54% | +787+0.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 92,643 | $21.5M | 0.06% | −2,248−2.4% | Reduced |
| Toronto Dominion Bank | 93,848 | $21.7M | 0.03% | −21,813−18.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 95,936 | $22.2M | 0.09% | −3,624−3.6% | Reduced |
| Freshford Capital Management, LLC | 99,584 | $23.1M | 5.42% | −291−0.3% | Reduced |
| US Bancorp | 103,581 | $24.0M | 0.04% | +73,748+247.2% | Added |
| Nomura Asset Management Co Ltd | 104,266 | $24.2M | 0.14% | +361+0.3% | Added |
| Diamond Hill Capital Management Inc | 105,094 | $24.4M | 0.11% | 00.0% | Unchanged |
| M&T Bank Corp | 106,781 | $24.7M | 0.10% | +610+0.6% | Added |
| Vigilant Capital Management, LLC | 107,321 | $24.9M | 2.13% | +973+0.9% | Added |
| HighTower Advisors, LLC | 107,624 | $24.9M | 0.06% | +3,690+3.6% | Added |
| Davis R M Inc | 108,333 | $25.1M | 0.68% | −4,548−4.0% | Reduced |
| Connectus Wealth, LLC | 109,443 | $25.4M | 0.67% | −160−0.1% | Reduced |
| Federated Hermes, Inc. | 110,713 | $25.7M | 0.07% | −8,536−7.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114,283 | $26.0M | 0.07% | +14,457+14.5% | Added |
| Heritage Investors Management Corp | 112,713 | $26.1M | 1.19% | +312+0.3% | Added |
| Klingenstein Fields & Co LP | 116,288 | $26.9M | 1.40% | −899−0.8% | Reduced |
| Vaughan David Investments LLC | 116,390 | $27.0M | 0.80% | +6,250+5.7% | Added |
| Janney Montgomery Scott LLC | 119,802 | $27.8M | 0.11% | +5,505+4.8% | Added |
| Manufacturers Life Insurance Company, The | 122,016 | $28.3M | 0.02% | −4,037−3.2% | Reduced |
| Clark Capital Management Group, Inc. | 122,899 | $28.5M | 0.26% | −66,890−35.2% | Reduced |
| Commonwealth Equity Services, LLC | 123,833 | $28.7M | 0.07% | +5,050+4.3% | Added |
| Northwestern Mutual Wealth Management Co | 129,511 | $30.0M | 0.05% | +5,485+4.4% | Added |
| Schonfeld Strategic Advisors LLC | 130,694 | $30.3M | 0.25% | −55,016−29.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 131,583 | $30.5M | 1.17% | +131,583 | New |
| Rockefeller Capital Management L.P. | 132,312 | $30.7M | 0.15% | −267−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 133,254 | $30.9M | 0.08% | −20,707−13.4% | Reduced |
| LPL Financial LLC | 135,370 | $31.4M | 0.03% | +2,174+1.6% | Added |
| Korea Investment CORP | 136,410 | $31.6M | 0.10% | −72,863−34.8% | Reduced |
| Calamos Advisors LLC | 137,441 | $31.9M | 0.15% | −16,345−10.6% | Reduced |
| Jane Street Group, LLC | 141,182 | $32.7M | 0.06% | −10,620−7.0% | Reduced |
| Birch Hill Investment Advisors LLC | 144,686 | $33.5M | 2.14% | +1,182+0.8% | Added |
| Fifth Third Bancorp | 146,322 | $33.9M | 0.16% | +4,270+3.0% | Added |
| Russell Investments Group, Ltd. | 150,988 | $35.1M | 0.07% | +36,622+32.0% | Added |
| Junto Capital Management LP | 151,519 | $35.1M | 1.00% | +151,519 | New |
| The PNC Financial Services Group, Inc. | 153,690 | $35.6M | 0.03% | −83−0.1% | Reduced |
| Great West Life Assurance Co | 153,290 | $35.7M | 0.09% | −2,308−1.5% | Reduced |
| Squarepoint Ops LLC | 158,407 | $36.7M | 0.27% | −136,998−46.4% | Reduced |
| SEI Investments Co | 160,840 | $37.3M | 0.08% | −6,176−3.7% | Reduced |
| Baird Financial Group, Inc. | 163,323 | $37.9M | 0.10% | −239,185−59.4% | Reduced |
| Envestnet Asset Management Inc | 166,984 | $38.7M | 0.02% | −2,192−1.3% | Reduced |
| State of Wisconsin Investment Board | 169,796 | $39.4M | 0.13% | −79,649−31.9% | Reduced |
| Ami Asset Management Corp | 169,940 | $39.4M | 2.76% | −1,098−0.6% | Reduced |
| Crestwood Advisors Group LLC | 172,256 | $39.9M | 1.36% | +7,343+4.5% | Added |
| New York State Teachers Retirement System | 172,959 | $40.1M | 0.10% | −8,905−4.9% | Reduced |
| State Board of Administration of Florida Retirement System | 173,145 | $40.1M | 0.10% | −7,170−4.0% | Reduced |
| Barclays PLC | 177,236 | $41.1M | 0.04% | +22,703+14.7% | Added |
| Los Angeles Capital Management LLC | 183,844 | $42.6M | 0.21% | +51,743+39.2% | Added |
| Principal Financial Group Inc | 186,185 | $43.1M | 0.03% | −3,506−1.8% | Reduced |
| Manning & Napier Group, LLC | 187,074 | $43.4M | 0.53% | −3,606−1.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 187,592 | $43.5M | 0.07% | +95,654+104.0% | Added |
| Epoch Investment Partners, Inc. | 187,595 | $43.5M | 0.26% | −8,158−4.2% | Reduced |
| STRS Ohio | 187,973 | $43.6M | 0.20% | −8,423−4.3% | Reduced |
| Twinbeech Capital LP | 192,396 | $44.6M | 0.85% | +192,396 | New |
| Retirement Systems of Alabama | 194,705 | $45.1M | 0.20% | −917−0.5% | Reduced |
| CI Private Wealth, LLC | 195,876 | $45.4M | 0.17% | +195,876 | New |
| Citigroup Inc | 202,156 | $46.8M | 0.07% | +4,778+2.4% | Added |
| First Trust Advisors LP | 207,507 | $48.1M | 0.06% | +31,515+17.9% | Added |
| Cambiar Investors LLC | 208,118 | $48.2M | 2.20% | +14,184+7.3% | Added |
| HSBC Holdings PLC | 222,595 | $51.5M | 0.06% | +47,902+27.4% | Added |
| KBC Group NV | 229,944 | $53.3M | 0.26% | +7,693+3.5% | Added |
| Credit Suisse AG | 230,232 | $53.4M | 0.06% | −48,870−17.5% | Reduced |
| Canada Pension Plan Investment Board | 230,308 | $53.4M | 0.09% | −4,800−2.0% | Reduced |
| Davenport & Co LLC | 235,674 | $54.7M | 0.45% | −540.0% | Reduced |
| Stifel Financial Corp | 236,779 | $54.9M | 0.08% | +18,210+8.3% | Added |
| Fort Pitt Capital Group, LLC | 236,981 | $54.9M | 2.24% | +5,788+2.5% | Added |
| Huntington National Bank | 251,458 | $58.3M | 0.61% | +26,111+11.6% | Added |
| New York State Common Retirement Fund | 253,371 | $58.7M | 0.08% | −502−0.2% | Reduced |
| Nicholas Company, Inc. | 267,510 | $62.0M | 1.33% | −600.0% | Reduced |
| Eagle Asset Management Inc | 273,289 | $62.2M | 0.38% | −161−0.1% | Reduced |
| Mackenzie Financial Corp | 271,318 | $62.9M | 0.11% | +18,125+7.2% | Added |
| California State Teachers Retirement System | 271,553 | $62.9M | 0.10% | +389+0.1% | Added |
| National Pension Service | 277,739 | $64.4M | 0.13% | +2,139+0.8% | Added |
| Rhumbline Advisers | 303,446 | $70.3M | 0.09% | +14,041+4.9% | Added |
| Adage Capital Partners GP, L.L.C. | 306,098 | $70.9M | 0.17% | −14,625−4.6% | Reduced |
| Prudential Financial Inc | 308,447 | $71.5M | 0.12% | +85,362+38.3% | Added |