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 |
|---|---|---|---|---|---|
| Fayez Sarofim & Co | 47,420 | $10.7M | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 47,461 | $10.7M | 0.22% | −4,215−8.2% | Reduced |
| Whittier Trust Co | 47,562 | $10.7M | 0.20% | −200−0.4% | Reduced |
| Infusive Asset Management Inc. | 68,353 | $10.8M | 10.45% | +32,611+91.2% | Added |
| Patten & Patten Inc | 48,023 | $10.8M | 0.95% | −1,385−2.8% | Reduced |
| D.A. Davidson & Co. | 50,728 | $11.5M | 0.13% | −1,615−3.1% | Reduced |
| Vontobel Holding Ltd. | 51,279 | $11.6M | 0.11% | −10,769−17.4% | Reduced |
| South Street Advisors LLC | 51,510 | $11.6M | 2.39% | +30.0% | Added |
| Gabelli Funds LLC | 51,600 | $11.7M | 0.09% | −6,400−11.0% | Reduced |
| Cornerstone Capital, Inc. | 51,865 | $11.7M | 1.41% | +1,640+3.3% | Added |
| Davidson Investment Advisors | 52,081 | $11.8M | 0.77% | +52,081 | New |
| Sirios Capital Management L P | 52,246 | $11.8M | 2.08% | −10,977−17.4% | Reduced |
| Royal London Asset Management Ltd | 52,236 | $11.8M | 0.05% | −976−1.8% | Reduced |
| Lido Advisors, LLC | 52,393 | $11.8M | 0.17% | +10,423+24.8% | Added |
| Maple Capital Management, Inc. | 53,289 | $12.0M | 1.47% | +551+1.0% | Added |
| Alta Capital Management LLC | 53,304 | $12.0M | 0.89% | −1,737−3.2% | Reduced |
| Creative Planning | 54,601 | $12.3M | 0.02% | −1,323−2.4% | Reduced |
| Applied Finance Capital Management, LLC | 56,295 | $12.7M | 1.58% | +847+1.5% | Added |
| Cullen/Frost Bankers, Inc. | 56,828 | $12.8M | 0.23% | +1,616+2.9% | Added |
| Capital International Inc | 56,848 | $12.8M | 0.26% | −835−1.4% | Reduced |
| TD Asset Management Inc | 56,985 | $12.9M | 0.02% | −288−0.5% | Reduced |
| ExodusPoint Capital Management, LP | 57,528 | $13.0M | 0.15% | +40,138+230.8% | Added |
| Sit Investment Associates Inc | 57,775 | $13.1M | 0.35% | −14,591−20.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 60,131 | $13.6M | 0.03% | −1,845−3.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 60,374 | $13.6M | 0.14% | +1,940+3.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 63,177 | $14.3M | 0.03% | −4,876−7.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 64,524 | $14.6M | 0.08% | −17,405−21.2% | Reduced |
| Leeward Investments, LLC - MA | 65,222 | $14.7M | 0.67% | +5,606+9.4% | Added |
| Exencial Wealth Advisors, LLC | 65,343 | $14.8M | 0.77% | +189+0.3% | Added |
| Azimuth Capital Investment Management LLC | 65,570 | $14.8M | 0.73% | −21,735−24.9% | Reduced |
| Howe & Rusling Inc | 65,736 | $14.8M | 1.77% | +4,722+7.7% | Added |
| Gradient Investments LLC | 66,591 | $15.0M | 0.41% | +66,575+416,093.8% | Added |
| Nisa Investment Advisors, LLC | 66,837 | $15.1M | 0.12% | +1,289+2.0% | Added |
| Stock Yards Bank & Trust Co | 66,871 | $15.1M | 0.58% | +4,523+7.3% | Added |
| Glenview Trust Co | 67,797 | $15.3M | 0.46% | +317+0.5% | Added |
| Asset Management One Co.,Ltd. | 68,154 | $15.4M | 0.07% | +4,866+7.7% | Added |
| Treasurer of the State of North Carolina | 68,490 | $15.5M | 0.09% | +1,540+2.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 68,714 | $15.5M | 0.03% | −16,246−19.1% | Reduced |
| Hancock Whitney Corp | 69,618 | $15.7M | 0.63% | −2,804−3.9% | Reduced |
| Tocqueville Asset Management L.P. | 70,781 | $16.0M | 0.30% | −10,027−12.4% | Reduced |
| Putnam Investments LLC | 70,961 | $16.0M | 0.03% | +250.0% | Added |
| Pictet Asset Management SA | 71,012 | $16.0M | 0.02% | −7,030−9.0% | Reduced |
| Smith, Salley & Associates | 72,150 | $16.3M | 1.30% | +1,392+2.0% | Added |
| Cerity Partners LLC | 72,416 | $16.4M | 0.08% | −6,346−8.1% | Reduced |
| Howland Capital Management LLC | 73,528 | $16.6M | 1.00% | +4,299+6.2% | Added |
| Wesbanco Bank Inc | 74,597 | $16.9M | 0.73% | +1,685+2.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 75,429 | $17.0M | 2.70% | +5,589+8.0% | Added |
| Abn Amro Investment Solutions | 75,874 | $17.1M | 0.35% | +75,874 | New |
| Macquarie Group Ltd | 76,383 | $17.3M | 0.02% | −2,467−3.1% | Reduced |
| Welch & Forbes LLC | 76,695 | $17.3M | 0.29% | −528−0.7% | Reduced |
| Capital Group Private Client Services, Inc. | 78,821 | $17.8M | 0.22% | +78,821 | New |
| Natixis Advisors, L.P. | 80,008 | $18.1M | 0.06% | −4,352−5.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 81,000 | $18.3M | 0.19% | +2,500+3.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 85,143 | $19.2M | 1.03% | −46,440−35.3% | Reduced |
| Advisor Group Holdings, Inc. | 87,572 | $19.8M | 0.04% | −4,734−5.1% | Reduced |
| Public Employees Retirement System of Ohio | 88,245 | $19.9M | 0.08% | −1,184−1.3% | Reduced |
| Employees Retirement System of Texas | 89,000 | $20.1M | 0.29% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 89,700 | $20.3M | 0.07% | +89,651+182,961.2% | Added |
| Coerente Capital Management | 90,248 | $20.4M | 4.58% | −626−0.7% | Reduced |
| Russell Investments Group, Ltd. | 90,646 | $20.5M | 0.04% | −60,342−40.0% | Reduced |
| Bradley Foster & Sargent Inc | 91,910 | $20.8M | 0.49% | −710−0.8% | Reduced |
| Davis R M Inc | 93,110 | $21.0M | 0.54% | −15,223−14.1% | Reduced |
| State of New Jersey Common Pension Fund D | 95,818 | $21.6M | 0.08% | +3,942+4.3% | Added |
| Nomura Asset Management Co Ltd | 96,338 | $21.8M | 0.11% | −7,928−7.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 96,340 | $21.8M | 0.09% | +404+0.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 96,561 | $21.8M | 0.05% | +3,918+4.2% | Added |
| US Bancorp | 100,339 | $22.7M | 0.04% | −3,242−3.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 103,654 | $23.4M | 0.63% | +17,424+20.2% | Added |
| Calamos Advisors LLC | 104,254 | $23.5M | 0.12% | −33,187−24.1% | Reduced |
| HighTower Advisors, LLC | 109,130 | $24.6M | 0.05% | +1,506+1.4% | Added |
| Connectus Wealth, LLC | 109,813 | $24.8M | 0.61% | +370+0.3% | Added |
| Vigilant Capital Management, LLC | 111,012 | $25.1M | 2.04% | +3,691+3.4% | Added |
| Federated Hermes, Inc. | 112,259 | $25.4M | 0.06% | +1,546+1.4% | Added |
| Diamond Hill Capital Management Inc | 113,029 | $25.5M | 0.12% | +7,935+7.6% | Added |
| Klingenstein Fields & Co LP | 115,547 | $26.1M | 1.31% | −741−0.6% | Reduced |
| Janney Montgomery Scott LLC | 115,563 | $26.1M | 0.11% | −4,239−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 118,063 | $26.7M | 0.02% | −3,953−3.2% | Reduced |
| Vaughan David Investments LLC | 120,855 | $27.3M | 0.83% | +4,465+3.8% | Added |
| Heritage Investors Management Corp | 120,874 | $27.3M | 1.17% | +8,161+7.2% | Added |
| M&T Bank Corp | 121,298 | $27.4M | 0.11% | +14,517+13.6% | Added |
| LPL Financial LLC | 122,573 | $27.7M | 0.02% | −12,797−9.5% | Reduced |
| BNP Paribas Arbitrage, SA | 123,498 | $27.9M | 0.06% | −9,756−7.3% | Reduced |
| State of Wisconsin Investment Board | 123,903 | $28.0M | 0.08% | −45,893−27.0% | Reduced |
| Commonwealth Equity Services, LLC | 125,132 | $28.3M | 0.06% | +1,299+1.0% | Added |
| Fifth Third Bancorp | 126,526 | $28.6M | 0.13% | −19,796−13.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 126,999 | $28.7M | 0.04% | −2,512−1.9% | Reduced |
| Susquehanna International Group, LLP | 129,717 | $29.3M | 0.05% | +43,967+51.3% | Added |
| Rockefeller Capital Management L.P. | 131,184 | $29.6M | 0.13% | −1,128−0.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 131,255 | $29.6M | 0.07% | +16,972+14.9% | Added |
| Crestwood Advisors Group LLC | 132,752 | $30.0M | 1.00% | −39,504−22.9% | Reduced |
| Renaissance Technologies LLC | 136,900 | $30.9M | 0.04% | −226,800−62.4% | Reduced |
| Birch Hill Investment Advisors LLC | 138,887 | $31.4M | 1.95% | −5,799−4.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 139,428 | $31.5M | 0.30% | +8,734+6.7% | Added |
| The PNC Financial Services Group, Inc. | 144,932 | $32.7M | 0.03% | −8,758−5.7% | Reduced |
| Great West Life Assurance Co | 147,113 | $33.3M | 0.08% | −6,177−4.0% | Reduced |
| Prudential Financial Inc | 144,643 | $33.6M | 0.05% | −163,804−53.1% | Reduced |
| Korea Investment CORP | 151,373 | $34.2M | 0.10% | +14,963+11.0% | Added |
| Baird Financial Group, Inc. | 157,619 | $35.6M | 0.09% | −5,704−3.5% | Reduced |
| State Board of Administration of Florida Retirement System | 165,175 | $37.3M | 0.09% | −7,970−4.6% | Reduced |
| Fort Washington Investment Advisors Inc | 165,193 | $37.3M | 0.28% | +86,604+110.2% | Added |