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, 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 | 1,039 | $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, 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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 23,067 | $5.21M | 0.06% | +63+0.3% | Added |
| Xponance, Inc. | 23,288 | $5.26M | 0.08% | +4,742+25.6% | Added |
| GHP Investment Advisors, Inc. | 23,496 | $5.31M | 0.34% | −118−0.5% | Reduced |
| Pacific Global Investment Management CO | 23,624 | $5.34M | 1.17% | −1,349−5.4% | Reduced |
| Great Lakes Advisors, LLC | 23,761 | $5.37M | 0.05% | +16,593+231.5% | Added |
| Central Trust Co | 23,768 | $5.37M | 0.16% | −118−0.5% | Reduced |
| Gibraltar Capital Management, Inc. | 23,818 | $5.38M | 2.51% | +1,565+7.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 23,821 | $5.38M | 1.58% | −140−0.6% | Reduced |
| National Bank of Canada | 23,888 | $5.39M | 0.01% | −36,579−60.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 23,924 | $5.40M | 0.09% | −3,153−11.6% | Reduced |
| Peapack Gladstone Financial Corp | 23,814 | $5.41M | 0.10% | −560−2.3% | Reduced |
| MMBG Investment Advisors Co. | 24,044 | $5.43M | 0.69% | −45−0.2% | Reduced |
| CIBC Asset Management Inc | 24,065 | $5.44M | 0.02% | +718+3.1% | Added |
| Bartlett & Co. Wealth Management LLC | 24,077 | $5.44M | 0.11% | −1,275−5.0% | Reduced |
| Bartlett & Co. LLC | 24,077 | $5.44M | 0.11% | −1,275−5.0% | Reduced |
| NS Partners Ltd | 24,510 | $5.54M | 0.31% | +305+1.3% | Added |
| Walleye Trading LLC | 24,812 | $5.60M | 0.20% | +11,452+85.7% | Added |
| WSFS Capital Management, LLC | 25,477 | $5.75M | 0.60% | +1,048+4.3% | Added |
| WealthBridge Investment Counsel Inc. | 25,495 | $5.76M | 2.55% | −750−2.9% | Reduced |
| Primecap Management Co | 25,700 | $5.81M | 0.01% | −4,400−14.6% | Reduced |
| ProShare Advisors LLC | 25,722 | $5.81M | 0.02% | +3,556+16.0% | Added |
| First National Bank of Omaha | 25,762 | $5.82M | 0.35% | −1,201−4.5% | Reduced |
| Brookfield Asset Management Inc. | 25,770 | $5.82M | 0.02% | +12,614+95.9% | Added |
| State of Tennessee, Treasury Department | 26,105 | $5.90M | 0.03% | +857+3.4% | Added |
| Girard Partners Ltd. | 26,133 | $5.90M | 0.65% | +2,411+10.2% | Added |
| Legacy Private Trust Co. | 26,378 | $5.96M | 0.51% | −35−0.1% | Reduced |
| Telemus Capital, LLC | 26,442 | $5.97M | 0.53% | +247+0.9% | Added |
| Public Employees Retirement Association of Colorado | 26,582 | $6.00M | 0.03% | +172+0.7% | Added |
| Utah Retirement Systems | 26,932 | $6.08M | 0.09% | +100+0.4% | Added |
| Squarepoint Ops LLC | 27,229 | $6.15M | 0.04% | −131,178−82.8% | Reduced |
| Appleton Partners Inc | 27,277 | $6.16M | 0.55% | +181+0.7% | Added |
| HGK Asset Management Inc | 27,501 | $6.21M | 1.93% | +7,358+36.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,524 | $6.22M | 0.05% | +85+0.3% | Added |
| FineMark National Bank & Trust | 27,563 | $6.23M | 0.27% | −238−0.9% | Reduced |
| ING Groep NV | 27,589 | $6.23M | 0.06% | −110.0% | Reduced |
| Cinctive Capital Management LP | 27,843 | $6.29M | 0.23% | +8,674+45.3% | Added |
| Compass Wealth Management LLC | 27,896 | $6.30M | 2.00% | −515−1.8% | Reduced |
| Alberta Investment Management Corp | 28,398 | $6.41M | 0.06% | +4,000+16.4% | Added |
| Avantax Advisory Services, Inc. | 28,447 | $6.43M | 0.08% | +1,200+4.4% | Added |
| First Financial Bank - Trust Division | 28,744 | $6.49M | 0.70% | +6,275+27.9% | Added |
| IFM Investors Pty Ltd | 28,818 | $6.51M | 0.10% | +592+2.1% | Added |
| Forsta Ap-Fonden | 28,900 | $6.53M | 0.08% | −3,500−10.8% | Reduced |
| CCM Investment Advisers LLC | 29,087 | $6.57M | 0.93% | −3,515−10.8% | Reduced |
| First American Bank | 29,370 | $6.63M | 0.61% | −758−2.5% | Reduced |
| Oak Harvest Investment Services | 29,615 | $6.69M | 1.54% | +1,557+5.5% | Added |
| Stonebridge Capital Advisors LLC | 30,000 | $6.78M | 0.77% | −408−1.3% | Reduced |
| Twinbeech Capital LP | 30,031 | $6.78M | 0.14% | −162,365−84.4% | Reduced |
| Chartwell Investment Partners, LLC | 30,054 | $6.79M | 0.26% | +1,511+5.3% | Added |
| Pinnacle Associates Ltd | 30,102 | $6.80M | 0.14% | +635+2.2% | Added |
| Empire Life Investments Inc. | 30,265 | $6.84M | 0.49% | +163+0.5% | Added |
| Blair William & Co | 30,283 | $6.84M | 0.03% | +307+1.0% | Added |
| USS Investment Management Ltd | 30,632 | $6.92M | 0.10% | +3,273+12.0% | Added |
| Factory Mutual Insurance Co | 30,800 | $6.96M | 0.11% | 00.0% | Unchanged |
| Bain Capital Public Equity, LP | 30,802 | $6.96M | 7.56% | +6,312+25.8% | Added |
| Landscape Capital Management, L.L.C. | 31,043 | $7.01M | 0.95% | +29,896+2,606.5% | Added |
| First Trust Advisors LP | 31,092 | $7.02M | 0.01% | −176,415−85.0% | Reduced |
| DnB Asset Management AS | 31,174 | $7.04M | 0.04% | +1,860+6.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,374 | $7.09M | 0.03% | +5,351+20.6% | Added |
| Ossiam | 31,775 | $7.18M | 0.15% | +30,823+3,237.7% | Added |
| DekaBank Deutsche Girozentrale | 32,192 | $7.21M | 0.02% | +5,212+19.3% | Added |
| Copeland Capital Management, LLC | 32,297 | $7.30M | 0.17% | −212−0.7% | Reduced |
| Moors & Cabot, Inc. | 32,322 | $7.30M | 0.50% | −4,217−11.5% | Reduced |
| Guggenheim Capital LLC | 32,439 | $7.33M | 0.06% | +5,235+19.2% | Added |
| Roffman Miller Associates Inc | 33,324 | $7.53M | 0.60% | −268−0.8% | Reduced |
| Madison Asset Management, LLC | 33,575 | $7.58M | 0.12% | +4,000+13.5% | Added |
| Mariner, LLC | 33,787 | $7.63M | 0.02% | −88−0.3% | Reduced |
| Texas Permanent School Fund | 33,849 | $7.65M | 0.08% | +10,785+46.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,011 | $7.68M | 0.03% | +2,346+7.4% | Added |
| Balyasny Asset Management LLC | 34,054 | $7.69M | 0.03% | +34,054 | New |
| Jacobs & Co | 35,250 | $7.96M | 0.98% | +365+1.0% | Added |
| Calamos Wealth Management LLC | 35,330 | $7.98M | 0.63% | −1,684−4.5% | Reduced |
| BancorpSouth Bank | 35,411 | $8.00M | 0.74% | +974+2.8% | Added |
| Truist Financial Corp | 35,426 | $8.00M | 0.01% | −2,593−6.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 36,082 | $8.15M | 0.02% | −15,712−30.3% | Reduced |
| Salem Investment Counselors Inc | 36,090 | $8.15M | 0.33% | −1,657−4.4% | Reduced |
| CIBC World Markets Inc. | 36,417 | $8.23M | 0.03% | +338+0.9% | Added |
| TD Waterhouse Canada Inc. | 32,664 | $8.35M | 0.09% | +1,830+5.9% | Added |
| Mutual of America Capital Management LLC | 37,130 | $8.39M | 0.10% | −153−0.4% | Reduced |
| Dillon & Associates Inc | 38,631 | $8.73M | 1.73% | +475+1.2% | Added |
| First National Trust Co | 38,656 | $8.73M | 0.46% | −1,788−4.4% | Reduced |
| Industrial Alliance Investment Management Inc. | 38,854 | $8.78M | 0.24% | +5,473+16.4% | Added |
| Standard Life Aberdeen plc | 38,940 | $8.80M | 0.02% | −603−1.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 40,079 | $9.05M | 0.12% | −3,650−8.3% | Reduced |
| MetLife Investment Management | 41,675 | $9.41M | 0.07% | −496−1.2% | Reduced |
| Bridgecreek Investment Management, LLC | 41,700 | $9.42M | 1.94% | −250−0.6% | Reduced |
| Amalgamated Bank | 41,848 | $9.45M | 0.08% | +547+1.3% | Added |
| American International Group, Inc. | 42,633 | $9.63M | 0.06% | +197+0.5% | Added |
| Canandaigua National Bank & Trust Co | 42,851 | $9.68M | 1.63% | +42,851 | New |
| Advisors Capital Management, LLC | 42,877 | $9.69M | 0.25% | +2,926+7.3% | Added |
| Bank of Nova Scotia | 44,043 | $9.95M | 0.03% | +29,957+212.7% | Added |
| Stephens Inc | 44,455 | $10.0M | 0.19% | −551−1.2% | Reduced |
| State of Michigan Retirement System | 44,558 | $10.1M | 0.07% | +400+0.9% | Added |
| Old National Bancorp | 45,058 | $10.2M | 0.31% | −218−0.5% | Reduced |
| Point72 Europe (London) LLP | 45,100 | $10.2M | 3.05% | +45,100 | New |
| Massmutual Trust Co FSB | 45,121 | $10.2M | 0.39% | +1,442+3.3% | Added |
| Cohen Capital Management, Inc. | 45,131 | $10.2M | 2.06% | −248−0.5% | Reduced |
| Arizona State Retirement System | 45,322 | $10.2M | 0.09% | +1,907+4.4% | Added |
| Washington Trust Bank | 45,396 | $10.3M | 1.10% | +6,158+15.7% | Added |
| 2Xideas AG | 45,761 | $10.3M | 0.99% | +11,390+33.1% | Added |
| Grassi Investment Management | 47,254 | $10.7M | 1.32% | −200.0% | Reduced |