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, Q1 2023
Institutional positions in Constellation Brands, Inc. as of Mar 31, 2023. 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
- 1,192
- −43 vs. Q4 2022
- Shares held
- 138.5M
- +2.09M (+1.5%) vs. Q4 2022
- Total value
- $31.3B
- −$345.7M (−1.1%) vs. Q4 2022
- New holders
- 89
- 424 more added
- Sold out
- 132
- 478 more reduced
24 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,207,733 | $2.98B | 0.08% | +157,303+1.2% | Added |
| BlackRock Inc. | 11,226,078 | $2.54B | 0.08% | +79,770+0.7% | Added |
| Price T Rowe Associates Inc | 7,890,702 | $1.78B | 0.27% | +3,961,836+100.8% | Added |
| State Street Corp | 6,884,060 | $1.56B | 0.09% | −148,305−2.1% | Reduced |
| Capital World Investors | 6,740,250 | $1.52B | 0.31% | +62,515+0.9% | Added |
| Capital International Investors | 6,487,642 | $1.47B | 0.38% | +3,367,364+107.9% | Added |
| Morgan Stanley | 3,708,709 | $837.8M | 0.09% | −100,564−2.6% | Reduced |
| JPMorgan Chase & Co | 3,614,064 | $816.4M | 0.11% | −310,444−7.9% | Reduced |
| Aristotle Capital Management, LLC | 3,514,699 | $793.9M | 1.66% | −65,897−1.8% | Reduced |
| Wellington Management Group LLP | 3,213,988 | $726.0M | 0.14% | −790,096−19.7% | Reduced |
| FMR LLC | 3,139,699 | $709.2M | 0.06% | −1,933,670−38.1% | Reduced |
| Alliancebernstein L.P. | 3,122,444 | $705.3M | 0.30% | +53,562+1.7% | Added |
| Invesco Ltd. | 3,043,948 | $687.6M | 0.19% | +841,177+38.2% | Added |
| Geode Capital Management, LLC | 2,863,322 | $645.1M | 0.08% | +50,672+1.8% | Added |
| Janus Henderson Group PLC | 2,228,483 | $503.4M | 0.33% | +14,331+0.6% | Added |
| Bank of America Corp | 2,207,807 | $498.7M | 0.06% | −14,217−0.6% | Reduced |
| American Century Companies Inc | 2,116,367 | $470.5M | 0.37% | −200,076−8.6% | Reduced |
| Capital Research Global Investors | 2,009,004 | $453.8M | 0.13% | +573,868+40.0% | Added |
| Royal Bank of Canada | 1,741,347 | $393.4M | 0.12% | +26,371+1.5% | Added |
| Norges Bank | 1,586,317 | $358.3M | 0.08% | −26,610−1.6% | Reduced |
| Northern Trust Corp | 1,582,720 | $357.5M | 0.07% | +13,623+0.9% | Added |
| Barclays PLC | 1,451,402 | $327.9M | 0.34% | +1,274,166+718.9% | Added |
| Franklin Resources Inc | 1,315,692 | $297.2M | 0.15% | −74,786−5.4% | Reduced |
| Neuberger Berman Group LLC | 1,178,051 | $266.1M | 0.25% | −753,086−39.0% | Reduced |
| Bank of New York Mellon Corp | 1,133,734 | $256.1M | 0.06% | −56,336−4.7% | Reduced |
| UBS Asset Management Americas Inc | 1,117,064 | $252.3M | 0.12% | −79,551−6.6% | Reduced |
| Voya Investment Management LLC | 921,630 | $208.2M | 0.22% | −386,991−29.6% | Reduced |
| Charles Schwab Investment Management Inc | 916,487 | $207.0M | 0.06% | −8,823−1.0% | Reduced |
| Legal & General Group Plc | 908,696 | $205.3M | 0.07% | +13,483+1.5% | Added |
| Wells Fargo & Company | 793,711 | $179.3M | 0.06% | −80,036−9.2% | Reduced |
| Dimensional Fund Advisors LP | 736,888 | $166.4M | 0.06% | +3,262+0.4% | Added |
| Holocene Advisors, LP | 716,279 | $161.8M | 0.81% | +263,063+58.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 694,018 | $156.8M | 0.80% | +1,911+0.3% | Added |
| California Public Employees Retirement System | 667,781 | $150.8M | 0.13% | −41,732−5.9% | Reduced |
| Swiss National Bank | 658,800 | $148.8M | 0.10% | +11,200+1.7% | Added |
| Deutsche Bank AG | 571,334 | $129.1M | 0.07% | −40,049−6.6% | Reduced |
| Massachusetts Financial Services Co | 550,360 | $124.3M | 0.04% | +21,051+4.0% | Added |
| UBS Group AG | 546,406 | $123.4M | 0.06% | −81,950−13.0% | Reduced |
| Van Eck Associates Corp | 507,190 | $114.6M | 0.26% | +449,672+781.8% | Added |
| Bain Capital Public Equity Management II, LLC | 502,658 | $113.5M | 6.80% | +136,627+37.3% | Added |
| Goldman Sachs Group Inc | 502,558 | $113.5M | 0.03% | +37,436+8.0% | Added |
| First Republic Investment Management, Inc. | 475,799 | $107.5M | 0.23% | −2,926−0.6% | Reduced |
| Nuveen Asset Management, LLC | 474,352 | $107.2M | 0.04% | −25,820−5.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 440,307 | $99.5M | 0.07% | +15,658+3.7% | Added |
| Millennium Management LLC | 434,979 | $98.3M | 0.11% | +414,735+2,048.7% | Added |
| Clearbridge Investments, LLC | 413,310 | $93.4M | 0.09% | +218+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 412,616 | $93.2M | 0.12% | −692,498−62.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 411,548 | $93.0M | 0.21% | +105,450+34.4% | Added |
| Raymond James & Associates | 382,996 | $86.5M | 0.08% | −7,302−1.9% | Reduced |
| Ameriprise Financial Inc | 368,313 | $83.2M | 0.03% | −402,215−52.2% | Reduced |
| Carmignac Gestion | 366,895 | $82.9M | 1.38% | +8,639+2.4% | Added |
| Scharf Investments, LLC | 365,757 | $82.6M | 2.61% | +7,636+2.1% | Added |
| D. E. Shaw & Co., Inc. | 333,335 | $75.3M | 0.12% | −246,580−42.5% | Reduced |
| Evercore Wealth Management, LLC | 332,319 | $75.1M | 1.50% | +959+0.3% | Added |
| Gates Capital Management, Inc. | 329,409 | $74.4M | 2.55% | −52,134−13.7% | Reduced |
| Canada Pension Plan Investment Board | 326,658 | $73.8M | 0.12% | +96,350+41.8% | Added |
| Victory Capital Management Inc | 319,467 | $72.2M | 0.08% | −27,810−8.0% | Reduced |
| Rhumbline Advisers | 304,727 | $68.8M | 0.08% | +1,281+0.4% | Added |
| Douglas Lane & Associates, LLC | 299,279 | $67.6M | 1.12% | −14,854−4.7% | Reduced |
| Bridgewater Associates, LP | 293,544 | $66.3M | 0.40% | −42,139−12.6% | Reduced |
| National Pension Service | 280,368 | $63.1M | 0.11% | +2,629+0.9% | Added |
| California State Teachers Retirement System | 277,156 | $62.6M | 0.09% | +5,603+2.1% | Added |
| Nicholas Company, Inc. | 267,500 | $60.4M | 1.23% | −100.0% | Reduced |
| Huntington National Bank | 263,038 | $59.4M | 0.59% | +11,580+4.6% | Added |
| Westfield Capital Management Co LP | 259,700 | $58.7M | 0.41% | +259,700 | New |
| Fort Pitt Capital Group, LLC | 248,536 | $56.1M | 2.16% | +11,555+4.9% | Added |
| Credit Suisse AG | 247,210 | $55.8M | 0.06% | +16,978+7.4% | Added |
| New York State Common Retirement Fund | 241,190 | $54.5M | 0.07% | −12,181−4.8% | Reduced |
| Davenport & Co LLC | 230,484 | $52.0M | 0.41% | −5,190−2.2% | Reduced |
| Cambiar Investors LLC | 221,285 | $50.0M | 2.15% | +13,167+6.3% | Added |
| CI Private Wealth, LLC | 217,860 | $49.2M | 0.13% | +21,984+11.2% | Added |
| Citigroup Inc | 207,001 | $46.8M | 0.06% | +4,845+2.4% | Added |
| HSBC Holdings PLC | 205,335 | $46.4M | 0.06% | −17,260−7.8% | Reduced |
| Ceredex Value Advisors LLC | 195,025 | $44.1M | 0.69% | +195,025 | New |
| Stifel Financial Corp | 191,092 | $43.2M | 0.06% | −45,687−19.3% | Reduced |
| Retirement Systems of Alabama | 190,690 | $43.1M | 0.19% | −4,015−2.1% | Reduced |
| Principal Financial Group Inc | 188,055 | $42.5M | 0.03% | +1,870+1.0% | Added |
| KBC Group NV | 188,044 | $42.5M | 0.18% | −41,900−18.2% | Reduced |
| Amundi | 190,250 | $42.1M | 0.02% | −279,993−59.5% | Reduced |
| Envestnet Asset Management Inc | 182,158 | $41.1M | 0.02% | +15,174+9.1% | Added |
| Manning & Napier Group, LLC | 182,059 | $41.1M | 0.48% | −5,015−2.7% | Reduced |
| Toronto Dominion Bank | 181,493 | $41.0M | 0.07% | +87,645+93.4% | Added |
| Freshford Capital Management, LLC | 179,847 | $40.6M | 7.42% | +80,263+80.6% | Added |
| Bank of Montreal | 179,480 | $40.6M | 0.02% | −385,208−68.2% | Reduced |
| STRS Ohio | 178,096 | $40.2M | 0.17% | −9,877−5.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 176,362 | $39.8M | 0.07% | −11,230−6.0% | Reduced |
| Epoch Investment Partners, Inc. | 175,824 | $39.7M | 0.24% | −11,771−6.3% | Reduced |
| Mackenzie Financial Corp | 175,104 | $39.6M | 0.06% | −96,214−35.5% | Reduced |
| SEI Investments Co | 172,775 | $39.0M | 0.07% | +11,935+7.4% | Added |
| J. Goldman & Co LP | 168,223 | $38.0M | 2.20% | +168,223 | New |
| Ami Asset Management Corp | 167,593 | $37.9M | 2.42% | −2,347−1.4% | Reduced |
| New York State Teachers Retirement System | 165,501 | $37.4M | 0.09% | −7,458−4.3% | Reduced |
| Fort Washington Investment Advisors Inc | 165,193 | $37.3M | 0.28% | +86,604+110.2% | Added |
| State Board of Administration of Florida Retirement System | 165,175 | $37.3M | 0.09% | −7,970−4.6% | Reduced |
| Baird Financial Group, Inc. | 157,619 | $35.6M | 0.09% | −5,704−3.5% | Reduced |
| Korea Investment CORP | 151,373 | $34.2M | 0.10% | +14,963+11.0% | Added |
| Prudential Financial Inc | 144,643 | $33.6M | 0.05% | −163,804−53.1% | Reduced |
| Great West Life Assurance Co | 147,113 | $33.3M | 0.08% | −6,177−4.0% | Reduced |
| The PNC Financial Services Group, Inc. | 144,932 | $32.7M | 0.03% | −8,758−5.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 139,428 | $31.5M | 0.30% | +8,734+6.7% | Added |