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 |
|---|---|---|---|---|---|
| Scopus Asset Management, L.P. | 50,000 | $11.6M | 0.47% | +50,000 | New |
| Patten & Patten Inc | 49,408 | $11.4M | 1.04% | −1,400−2.8% | Reduced |
| Whittier Trust Co | 47,762 | $11.1M | 0.22% | −7,899−14.2% | Reduced |
| Fayez Sarofim & Co | 47,420 | $11.0M | 0.04% | −24,250−33.8% | Reduced |
| Grassi Investment Management | 47,274 | $11.0M | 1.48% | −50−0.1% | Reduced |
| Pacer Advisors, Inc. | 46,964 | $10.9M | 0.06% | +41,524+763.3% | Added |
| Cohen Capital Management, Inc. | 45,379 | $10.5M | 2.14% | 00.0% | Unchanged |
| Old National Bancorp | 45,276 | $10.5M | 0.33% | −1,591−3.4% | Reduced |
| Stephens Inc | 45,006 | $10.4M | 0.21% | −7,815−14.8% | Reduced |
| State of Michigan Retirement System | 44,158 | $10.2M | 0.07% | +1,000+2.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 43,729 | $10.1M | 0.14% | −2,700−5.8% | Reduced |
| Massmutual Trust Co FSB | 43,679 | $10.1M | 0.42% | +779+1.8% | Added |
| Canandaigua National Corp | 43,467 | $10.1M | 1.71% | −360−0.8% | Reduced |
| Arizona State Retirement System | 43,415 | $10.1M | 0.10% | −828−1.9% | Reduced |
| American International Group, Inc. | 42,436 | $9.83M | 0.07% | +714+1.7% | Added |
| MetLife Investment Management | 42,171 | $9.77M | 0.07% | +40+0.1% | Added |
| Lido Advisors, LLC | 41,970 | $9.73M | 0.17% | +1,727+4.3% | Added |
| Bridgecreek Investment Management, LLC | 41,950 | $9.72M | 2.17% | −600−1.4% | Reduced |
| Amalgamated Bank | 41,301 | $9.57M | 0.09% | −176−0.4% | Reduced |
| First National Trust Co | 40,444 | $9.37M | 0.50% | −1,916−4.5% | Reduced |
| Monashee Investment Management LLC | 40,000 | $9.27M | 3.99% | +40,000 | New |
| Advisors Capital Management, LLC | 39,951 | $9.26M | 0.25% | +2,334+6.2% | Added |
| AQR Capital Management LLC | 39,904 | $9.25M | 0.02% | +11,460+40.3% | Added |
| Standard Life Aberdeen plc | 39,543 | $9.16M | 0.02% | +2,991+8.2% | Added |
| Washington Trust Bank | 39,238 | $9.09M | 1.03% | −369−0.9% | Reduced |
| Dillon & Associates Inc | 38,156 | $8.85M | 1.91% | +331+0.9% | Added |
| Truist Financial Corp | 38,019 | $8.81M | 0.02% | −1,857−4.7% | Reduced |
| Salem Investment Counselors Inc | 37,747 | $8.75M | 0.37% | −50−0.1% | Reduced |
| Mutual of America Capital Management LLC | 37,283 | $8.64M | 0.11% | +595+1.6% | Added |
| Calamos Wealth Management LLC | 37,014 | $8.58M | 0.67% | −425−1.1% | Reduced |
| WealthPlan Investment Management, LLC | 37,259 | $8.52M | 0.60% | −1,360−3.5% | Reduced |
| Moors & Cabot, Inc. | 36,539 | $8.47M | 0.59% | −4,361−10.7% | Reduced |
| CIBC World Markets Inc. | 36,079 | $8.36M | 0.03% | −294−0.8% | Reduced |
| WealthPLAN Partners, LLC | 36,904 | $8.33M | 0.58% | +36,904 | New |
| Infusive Asset Management Inc. | 35,742 | $8.24M | 7.25% | −786−2.2% | Reduced |
| PGGM Investments | 34,993 | $8.11M | 0.14% | −26,351−43.0% | Reduced |
| Logan Capital Management Inc | 34,950 | $8.10M | 0.42% | +1,992+6.0% | Added |
| Jacobs & Co | 34,885 | $8.08M | 1.05% | +118+0.3% | Added |
| BancorpSouth Bank | 34,437 | $7.98M | 0.74% | +111+0.3% | Added |
| 2Xideas AG | 34,371 | $7.97M | 0.84% | +3,809+12.5% | Added |
| TD Waterhouse Canada Inc. | 30,834 | $7.96M | 0.09% | −1,937−5.9% | Reduced |
| Engineers Gate Manager LP | 34,267 | $7.94M | 0.48% | +34,267 | New |
| Mariner, LLC | 33,875 | $7.85M | 0.03% | +188+0.6% | Added |
| Marshall Wace, LLP | 33,707 | $7.81M | 0.02% | −344,758−91.1% | Reduced |
| Roffman Miller Associates Inc | 33,592 | $7.78M | 0.64% | −612−1.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 33,381 | $7.74M | 0.22% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 33,300 | $7.72M | 0.08% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 32,602 | $7.56M | 1.20% | −350−1.1% | Reduced |
| Copeland Capital Management, LLC | 32,509 | $7.53M | 0.20% | −3,167−8.9% | Reduced |
| Forsta Ap-Fonden | 32,400 | $7.51M | 0.08% | +5,700+21.3% | Added |
| Acadian Asset Management LLC | 31,802 | $7.36M | 0.04% | +14,447+83.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,665 | $7.34M | 0.03% | +18,627+142.9% | Added |
| Factory Mutual Insurance Co | 30,800 | $7.14M | 0.11% | +30,800 | New |
| Stonebridge Capital Advisors LLC | 30,408 | $7.05M | 0.83% | −4,929−13.9% | Reduced |
| Two Sigma Investments, LP | 30,321 | $7.03M | 0.02% | +30,321 | New |
| First American Bank | 30,128 | $6.98M | 0.67% | +283+0.9% | Added |
| Empire Life Investments Inc. | 30,102 | $6.98M | 0.48% | −482−1.6% | Reduced |
| Primecap Management Co | 30,100 | $6.98M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 30,030 | $6.96M | 0.05% | −17,390−36.7% | Reduced |
| Blair William & Co | 29,976 | $6.95M | 0.03% | −196−0.6% | Reduced |
| Madison Asset Management, LLC | 29,575 | $6.85M | 0.11% | +29,575 | New |
| Pinnacle Associates Ltd | 29,467 | $6.83M | 0.15% | −1,515−4.9% | Reduced |
| DnB Asset Management AS | 29,314 | $6.79M | 0.05% | −626−2.1% | Reduced |
| PFS Investments Inc. | 28,934 | $6.71M | 0.13% | +2,697+10.3% | Added |
| Chartwell Investment Partners, LLC | 28,543 | $6.61M | 0.26% | −1,592−5.3% | Reduced |
| Compass Wealth Management LLC | 28,411 | $6.58M | 2.16% | +28,411 | New |
| IFM Investors Pty Ltd | 28,226 | $6.54M | 0.11% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 28,058 | $6.50M | 1.69% | −797−2.8% | Reduced |
| FineMark National Bank & Trust | 27,801 | $6.44M | 0.29% | +20,200+265.8% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 28,790 | $6.41M | 1.33% | 00.0% | Unchanged |
| ING Groep NV | 27,600 | $6.40M | 0.06% | +26,228+1,911.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,439 | $6.36M | 0.05% | +4,134+17.7% | Added |
| USS Investment Management Ltd | 27,359 | $6.34M | 0.09% | −9,082−24.9% | Reduced |
| DekaBank Deutsche Girozentrale | 26,980 | $6.32M | 0.02% | +2,192+8.8% | Added |
| Avantax Advisory Services, Inc. | 27,247 | $6.31M | 0.08% | +1,011+3.9% | Added |
| Guggenheim Capital LLC | 27,204 | $6.30M | 0.06% | +2,854+11.7% | Added |
| Appleton Partners Inc | 27,096 | $6.28M | 0.59% | +5,095+23.2% | Added |
| Kovitz Investment Group Partners, LLC | 27,077 | $6.28M | 0.12% | +2,050+8.2% | Added |
| First National Bank of Omaha | 26,963 | $6.25M | 0.39% | −1,358−4.8% | Reduced |
| Utah Retirement Systems | 26,832 | $6.22M | 0.10% | −300−1.1% | Reduced |
| Legacy Private Trust Co. | 26,413 | $6.12M | 0.55% | −470−1.7% | Reduced |
| Public Employees Retirement Association of Colorado | 26,410 | $6.12M | 0.03% | −196−0.7% | Reduced |
| WealthBridge Investment Counsel Inc. | 26,245 | $6.08M | 2.66% | +950+3.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,023 | $6.03M | 0.03% | −24,376−48.4% | Reduced |
| HBK Sorce Advisory LLC | 25,878 | $6.00M | 0.16% | +12,941+100.0% | Added |
| Yousif Capital Management, LLC | 25,482 | $5.91M | 0.08% | +652+2.6% | Added |
| Bartlett & Co. Wealth Management LLC | 25,352 | $5.88M | 0.12% | −393−1.5% | Reduced |
| Bartlett & Co. LLC | 25,352 | $5.88M | 0.12% | −393−1.5% | Reduced |
| State of Tennessee, Treasury Department | 25,248 | $5.85M | 0.03% | −25,442−50.2% | Reduced |
| CIBC World Markets Corp | 25,084 | $5.81M | 0.04% | +22,666+937.4% | Added |
| Pacific Global Investment Management CO | 24,973 | $5.79M | 1.28% | +234+0.9% | Added |
| Bain Capital Public Equity, LP | 24,490 | $5.68M | 4.95% | +24,490 | New |
| WSFS Capital Management, LLC | 24,429 | $5.66M | 0.61% | +24,429 | New |
| Ninety One UK Ltd | 24,405 | $5.66M | 0.02% | +116+0.5% | Added |
| Alberta Investment Management Corp | 24,398 | $5.65M | 0.05% | +3,368+16.0% | Added |
| Peapack Gladstone Financial Corp | 24,374 | $5.65M | 0.11% | −6,861−22.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,319 | $5.64M | 0.03% | −697−2.8% | Reduced |
| Telemus Capital, LLC | 26,195 | $5.61M | 0.51% | +158+0.6% | Added |
| NS Partners Ltd | 24,205 | $5.61M | 0.34% | +166+0.7% | Added |
| MMBG Investment Advisors Co. | 24,089 | $5.58M | 0.74% | −170−0.7% | Reduced |