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 $20.1B 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 | 1,038 | $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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 150,988 | $35.1M | 0.07% | +36,622+32.0% | Added |
| Fifth Third Bancorp | 146,322 | $33.9M | 0.16% | +4,270+3.0% | Added |
| Birch Hill Investment Advisors LLC | 144,686 | $33.5M | 2.14% | +1,182+0.8% | Added |
| Jane Street Group, LLC | 141,182 | $32.7M | 0.06% | −10,620−7.0% | Reduced |
| Calamos Advisors LLC | 137,441 | $31.9M | 0.15% | −16,345−10.6% | Reduced |
| Korea Investment CORP | 136,410 | $31.6M | 0.10% | −72,863−34.8% | Reduced |
| LPL Financial LLC | 135,370 | $31.4M | 0.03% | +2,174+1.6% | Added |
| BNP Paribas Arbitrage, SA | 133,254 | $30.9M | 0.08% | −20,707−13.4% | Reduced |
| Rockefeller Capital Management L.P. | 132,312 | $30.7M | 0.15% | −267−0.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 131,583 | $30.5M | 1.17% | +131,583 | New |
| Schonfeld Strategic Advisors LLC | 130,694 | $30.3M | 0.25% | −55,016−29.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 129,511 | $30.0M | 0.05% | +5,485+4.4% | Added |
| Commonwealth Equity Services, LLC | 123,833 | $28.7M | 0.07% | +5,050+4.3% | Added |
| Clark Capital Management Group, Inc. | 122,899 | $28.5M | 0.26% | −66,890−35.2% | Reduced |
| Manufacturers Life Insurance Company, The | 122,016 | $28.3M | 0.02% | −4,037−3.2% | Reduced |
| Janney Montgomery Scott LLC | 119,802 | $27.8M | 0.11% | +5,505+4.8% | Added |
| Vaughan David Investments LLC | 116,390 | $27.0M | 0.80% | +6,250+5.7% | Added |
| Klingenstein Fields & Co LP | 116,288 | $26.9M | 1.40% | −899−0.8% | Reduced |
| Heritage Investors Management Corp | 112,713 | $26.1M | 1.19% | +312+0.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114,283 | $26.0M | 0.07% | +14,457+14.5% | Added |
| Federated Hermes, Inc. | 110,713 | $25.7M | 0.07% | −8,536−7.2% | Reduced |
| Connectus Wealth, LLC | 109,443 | $25.4M | 0.67% | −160−0.1% | Reduced |
| Davis R M Inc | 108,333 | $25.1M | 0.68% | −4,548−4.0% | Reduced |
| HighTower Advisors, LLC | 107,624 | $24.9M | 0.06% | +3,690+3.6% | Added |
| Vigilant Capital Management, LLC | 107,321 | $24.9M | 2.13% | +973+0.9% | Added |
| M&T Bank Corp | 106,781 | $24.7M | 0.10% | +610+0.6% | Added |
| Diamond Hill Capital Management Inc | 105,094 | $24.4M | 0.11% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 104,266 | $24.2M | 0.14% | +361+0.3% | Added |
| US Bancorp | 103,581 | $24.0M | 0.04% | +73,748+247.2% | Added |
| Freshford Capital Management, LLC | 99,584 | $23.1M | 5.42% | −291−0.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 95,936 | $22.2M | 0.09% | −3,624−3.6% | Reduced |
| Toronto Dominion Bank | 93,848 | $21.7M | 0.03% | −21,813−18.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 92,643 | $21.5M | 0.06% | −2,248−2.4% | Reduced |
| Bradley Foster & Sargent Inc | 92,620 | $21.5M | 0.54% | +787+0.9% | Added |
| Advisor Group Holdings, Inc. | 92,306 | $21.4M | 0.04% | +11,950+14.9% | Added |
| State of New Jersey Common Pension Fund D | 91,876 | $21.3M | 0.08% | −1,803−1.9% | Reduced |
| Cookson Peirce & Co Inc | 91,867 | $21.3M | 1.38% | +6,488+7.6% | Added |
| Coerente Capital Management | 90,874 | $21.1M | 4.64% | +442+0.5% | Added |
| Public Employees Retirement System of Ohio | 89,429 | $20.7M | 0.09% | +138+0.2% | Added |
| Employees Retirement System of Texas | 89,000 | $20.6M | 0.30% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 87,305 | $20.2M | 1.03% | +87,305 | New |
| Border to Coast Pensions Partnership Ltd | 86,230 | $20.0M | 0.64% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 85,750 | $19.9M | 0.04% | +6,618+8.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,960 | $19.7M | 0.03% | +8,470+11.1% | Added |
| Natixis Advisors, L.P. | 84,360 | $19.6M | 0.07% | −17,116−16.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 81,929 | $19.0M | 0.11% | −740−0.9% | Reduced |
| Tocqueville Asset Management L.P. | 80,808 | $18.7M | 0.36% | −2,103−2.5% | Reduced |
| Cercano Management LLC | 80,804 | $18.7M | 0.76% | +80,804 | New |
| Assenagon Asset Management S.A. | 79,047 | $18.3M | 0.08% | −6,201−7.3% | Reduced |
| Macquarie Group Ltd | 78,850 | $18.3M | 0.02% | +4,959+6.7% | Added |
| Cerity Partners LLC | 78,762 | $18.3M | 0.12% | +62,766+392.4% | Added |
| Fort Washington Investment Advisors Inc | 78,589 | $18.2M | 0.14% | +78,589 | New |
| Mn Services Vermogensbeheer B.V. | 78,500 | $18.2M | 0.20% | −13,300−14.5% | Reduced |
| Pictet Asset Management SA | 78,042 | $18.1M | 0.03% | −1,848−2.3% | Reduced |
| Welch & Forbes LLC | 77,223 | $17.9M | 0.32% | +366+0.5% | Added |
| Cubist Systematic Strategies, LLC | 74,699 | $17.3M | 0.15% | −18,340−19.7% | Reduced |
| Wesbanco Bank Inc | 72,912 | $16.9M | 0.75% | +31,379+75.6% | Added |
| Hancock Whitney Corp | 72,422 | $16.8M | 0.65% | −5,432−7.0% | Reduced |
| Sit Investment Associates Inc | 72,366 | $16.8M | 0.47% | −6,687−8.5% | Reduced |
| Putnam Investments LLC | 70,936 | $16.4M | 0.03% | −8,766−11.0% | Reduced |
| Smith, Salley & Associates | 70,758 | $16.4M | 1.40% | −107−0.2% | Reduced |
| Adams Diversified Equity Fund, Inc. | 70,600 | $16.4M | 0.78% | −3,600−4.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 69,840 | $16.2M | 2.97% | +416+0.6% | Added |
| Howland Capital Management LLC | 69,229 | $16.0M | 0.99% | +157+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 68,053 | $15.8M | 0.03% | −7,252−9.6% | Reduced |
| Glenview Trust Co | 67,480 | $15.6M | 0.52% | +4,282+6.8% | Added |
| Treasurer of the State of North Carolina | 66,950 | $15.5M | 0.09% | −120−0.2% | Reduced |
| Avalon Investment & Advisory | 66,604 | $15.4M | 0.44% | −2,596−3.8% | Reduced |
| Nisa Investment Advisors, LLC | 65,548 | $15.2M | 0.12% | −817−1.2% | Reduced |
| Exencial Wealth Advisors, LLC | 65,154 | $15.1M | 0.82% | +18,968+41.1% | Added |
| Asset Management One Co.,Ltd. | 63,288 | $14.9M | 0.07% | −4,191−6.2% | Reduced |
| Sirios Capital Management L P | 63,223 | $14.7M | 2.70% | −540−0.8% | Reduced |
| Stock Yards Bank & Trust Co | 62,348 | $14.4M | 0.57% | +7,477+13.6% | Added |
| Vontobel Holding Ltd. | 62,048 | $14.4M | 0.15% | +7,120+13.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 61,976 | $14.4M | 0.04% | +32+0.1% | Added |
| Gofen & Glossberg LLC | 61,732 | $14.3M | 0.37% | −2,270−3.5% | Reduced |
| Howe & Rusling Inc | 61,014 | $14.1M | 1.77% | +934+1.6% | Added |
| National Bank of Canada | 60,467 | $14.0M | 0.04% | +46,490+332.6% | Added |
| Hudson Bay Capital Management LP | 60,000 | $13.9M | 0.16% | +45,300+308.2% | Added |
| Leeward Investments, LLC - MA | 59,616 | $13.8M | 0.61% | −715−1.2% | Reduced |
| FIL Ltd | 59,490 | $13.8M | 0.02% | +9,859+19.9% | Added |
| Teachers Retirement System of the State of Kentucky | 58,434 | $13.5M | 0.14% | 00.0% | Unchanged |
| Gabelli Funds LLC | 58,000 | $13.4M | 0.10% | −2,200−3.7% | Reduced |
| Capital International Inc | 57,683 | $13.4M | 0.29% | +15,734+37.5% | Added |
| Van Eck Associates Corp | 57,518 | $13.3M | 0.03% | −4,365−7.1% | Reduced |
| TD Asset Management Inc | 57,273 | $13.3M | 0.02% | +506+0.9% | Added |
| Voloridge Investment Management, LLC | 56,117 | $13.0M | 0.07% | −104,198−65.0% | Reduced |
| Creative Planning | 55,924 | $13.0M | 0.02% | +821+1.5% | Added |
| Applied Finance Capital Management, LLC | 55,448 | $12.9M | 1.68% | +55,448 | New |
| Cullen/Frost Bankers, Inc. | 55,212 | $12.8M | 0.24% | +9,416+20.6% | Added |
| Alta Capital Management LLC | 55,041 | $12.8M | 0.98% | −1,179−2.1% | Reduced |
| Braun Stacey Associates Inc | 53,733 | $12.5M | 0.71% | −15,520−22.4% | Reduced |
| Royal London Asset Management Ltd | 53,212 | $12.3M | 0.06% | −698−1.3% | Reduced |
| Maple Capital Management, Inc. | 52,738 | $12.2M | 1.62% | −518−1.0% | Reduced |
| D.A. Davidson & Co. | 52,343 | $12.1M | 0.14% | +185+0.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 51,794 | $12.0M | 0.02% | −5,460−9.5% | Reduced |
| Bokf, NA | 51,676 | $12.0M | 0.22% | +6,617+14.7% | Added |
| South Street Advisors LLC | 51,507 | $11.9M | 2.63% | +3,966+8.3% | Added |
| Nordea Investment Management AB | 51,007 | $11.9M | 0.02% | +3,961+8.4% | Added |
| Cornerstone Capital, Inc. | 50,225 | $11.6M | 1.49% | +10,415+26.2% | Added |