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 |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | 314,133 | $72.8M | 1.22% | −96,029−23.4% | Reduced |
| Evercore Wealth Management, LLC | 331,360 | $76.8M | 1.61% | +2,281+0.7% | Added |
| Bridgewater Associates, LP | 335,683 | $77.8M | 0.42% | −46,992−12.3% | Reduced |
| Victory Capital Management Inc | 347,277 | $80.5M | 0.09% | −55,145−13.7% | Reduced |
| Scharf Investments, LLC | 358,121 | $83.0M | 2.71% | −2,003−0.6% | Reduced |
| Carmignac Gestion | 358,256 | $83.0M | 1.50% | +67,732+23.3% | Added |
| Renaissance Technologies LLC | 363,700 | $84.3M | 0.12% | +241,800+198.4% | Added |
| Bain Capital Public Equity Management II, LLC | 366,031 | $84.8M | 5.03% | −88,016−19.4% | Reduced |
| Gates Capital Management, Inc. | 381,543 | $88.4M | 3.37% | +50,000+15.1% | Added |
| Raymond James & Associates | 390,298 | $90.5M | 0.08% | +204,824+110.4% | Added |
| Clearbridge Investments, LLC | 413,092 | $95.7M | 0.09% | +290.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 424,649 | $98.4M | 0.08% | −15,232−3.5% | Reduced |
| Amundi | 470,243 | $104.7M | 0.06% | −1,084,602−69.8% | Reduced |
| Holocene Advisors, LP | 453,216 | $105.0M | 0.65% | +453,216 | New |
| Goldman Sachs Group Inc | 465,122 | $107.8M | 0.03% | −93,064−16.7% | Reduced |
| First Republic Investment Management, Inc. | 478,725 | $110.9M | 0.25% | +30,393+6.8% | Added |
| Nuveen Asset Management, LLC | 500,172 | $115.9M | 0.04% | +5,502+1.1% | Added |
| Massachusetts Financial Services Co | 529,309 | $122.7M | 0.04% | −41,126−7.2% | Reduced |
| Bank of Montreal | 564,688 | $132.4M | 0.10% | −33,970−5.7% | Reduced |
| D. E. Shaw & Co., Inc. | 579,915 | $134.4M | 0.23% | +9,719+1.7% | Added |
| Deutsche Bank AG | 611,383 | $141.7M | 0.08% | +78,950+14.8% | Added |
| UBS Group AG | 628,356 | $145.6M | 0.07% | +95,257+17.9% | Added |
| Swiss National Bank | 647,600 | $150.1M | 0.11% | −57,836−8.2% | Reduced |
| Agf Management Ltd | 669,946 | $155.3M | 1.13% | +669,946 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 692,107 | $160.4M | 0.85% | −8,429−1.2% | Reduced |
| California Public Employees Retirement System | 709,513 | $164.4M | 0.14% | +76,955+12.2% | Added |
| Dimensional Fund Advisors LP | 733,626 | $170.0M | 0.06% | −21,065−2.8% | Reduced |
| Ameriprise Financial Inc | 770,528 | $178.6M | 0.06% | +16,113+2.1% | Added |
| Wells Fargo & Company | 873,747 | $202.5M | 0.06% | −4,082−0.5% | Reduced |
| Legal & General Group Plc | 895,213 | $207.5M | 0.08% | −92,793−9.4% | Reduced |
| Charles Schwab Investment Management Inc | 925,310 | $214.4M | 0.07% | +29,209+3.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,105,114 | $256.1M | 0.36% | −260,061−19.0% | Reduced |
| Bank of New York Mellon Corp | 1,190,070 | $275.8M | 0.06% | +102,708+9.4% | Added |
| UBS Asset Management Americas Inc | 1,196,615 | $277.3M | 0.15% | −28,198−2.3% | Reduced |
| Voya Investment Management LLC | 1,308,621 | $303.3M | 0.35% | −149,703−10.3% | Reduced |
| Franklin Resources Inc | 1,390,478 | $322.2M | 0.17% | −9,978−0.7% | Reduced |
| Capital Research Global Investors | 1,435,136 | $332.6M | 0.10% | +1,435,136 | New |
| Northern Trust Corp | 1,569,097 | $363.6M | 0.08% | +78,404+5.3% | Added |
| Norges Bank | 1,612,927 | $373.8M | 0.09% | +101,053+6.7% | Added |
| Royal Bank of Canada | 1,714,976 | $397.4M | 0.12% | −114,143−6.2% | Reduced |
| Neuberger Berman Group LLC | 1,931,137 | $447.7M | 0.44% | +320,544+19.9% | Added |
| Invesco Ltd. | 2,202,771 | $510.5M | 0.15% | +286,134+14.9% | Added |
| Janus Henderson Group PLC | 2,214,152 | $513.1M | 0.37% | −146,384−6.2% | Reduced |
| Bank of America Corp | 2,222,024 | $515.0M | 0.06% | −250,853−10.1% | Reduced |
| American Century Companies Inc | 2,316,443 | $536.8M | 0.44% | −8,663−0.4% | Reduced |
| Geode Capital Management, LLC | 2,812,650 | $650.4M | 0.09% | +98,901+3.6% | Added |
| Alliancebernstein L.P. | 3,068,882 | $711.2M | 0.32% | −61,321−2.0% | Reduced |
| Capital International Investors | 3,120,278 | $723.1M | 0.19% | +1,579,667+102.5% | Added |
| Aristotle Capital Management, LLC | 3,580,596 | $829.8M | 1.76% | −180,950−4.8% | Reduced |
| Morgan Stanley | 3,809,273 | $882.8M | 0.10% | +908,486+31.3% | Added |
| JPMorgan Chase & Co | 3,924,508 | $909.5M | 0.13% | −95,450−2.4% | Reduced |
| Price T Rowe Associates Inc | 3,928,866 | $910.5M | 0.15% | +1,346,846+52.2% | Added |
| Wellington Management Group LLP | 4,004,084 | $927.9M | 0.19% | −864,125−17.8% | Reduced |
| FMR LLC | 5,073,369 | $1.18B | 0.12% | +524,569+11.5% | Added |
| Capital World Investors | 6,677,735 | $1.55B | 0.33% | −196,124−2.9% | Reduced |
| State Street Corp | 7,032,365 | $1.63B | 0.10% | +170,249+2.5% | Added |
| BlackRock Inc. | 11,146,308 | $2.58B | 0.08% | +88,210+0.8% | Added |
| Vanguard Group Inc | 13,050,430 | $3.02B | 0.08% | +802,972+6.6% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −88,682−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −80,955−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −73,901−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −62,316−100.0% | Sold out |
| One01 Capital, LP | 0 | $0 | 0.00% | −58,900−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −24,944−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −21,127−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −14,710−100.0% | Sold out |
| Boothe Investment Group, Inc. | 0 | $0 | 0.00% | −19,029−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −16,939−100.0% | Sold out |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −16,900−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,160−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,396−100.0% | Sold out |
| SWS Partners | 0 | $0 | 0.00% | −6,439−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −6,124−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −5,734−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −5,489−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,256−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,821−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,804−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,289−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −3,184−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −3,058−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,733−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,551−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,323−100.0% | Sold out |
| Monetta Financial Services Inc | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −2,165−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −2,123−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,067−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,927−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −1,847−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,564−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,437−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |