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 State Teachers Retirement System | 165,501 | $37.4M | 0.09% | −7,458−4.3% | Reduced |
| Ami Asset Management Corp | 167,593 | $37.9M | 2.42% | −2,347−1.4% | Reduced |
| J. Goldman & Co LP | 168,223 | $38.0M | 2.20% | +168,223 | New |
| SEI Investments Co | 172,775 | $39.0M | 0.07% | +11,935+7.4% | Added |
| Mackenzie Financial Corp | 175,104 | $39.6M | 0.06% | −96,214−35.5% | Reduced |
| Epoch Investment Partners, Inc. | 175,824 | $39.7M | 0.24% | −11,771−6.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 176,362 | $39.8M | 0.07% | −11,230−6.0% | Reduced |
| STRS Ohio | 178,096 | $40.2M | 0.17% | −9,877−5.3% | Reduced |
| Bank of Montreal | 179,480 | $40.6M | 0.03% | −385,208−68.2% | Reduced |
| Freshford Capital Management, LLC | 179,847 | $40.6M | 7.42% | +80,263+80.6% | Added |
| Toronto Dominion Bank | 181,493 | $41.0M | 0.07% | +87,645+93.4% | Added |
| Manning & Napier Group, LLC | 182,059 | $41.1M | 0.48% | −5,015−2.7% | Reduced |
| Envestnet Asset Management Inc | 182,158 | $41.1M | 0.02% | +15,174+9.1% | Added |
| Amundi | 190,250 | $42.1M | 0.02% | −279,993−59.5% | Reduced |
| KBC Group NV | 188,044 | $42.5M | 0.18% | −41,900−18.2% | Reduced |
| Principal Financial Group Inc | 188,055 | $42.5M | 0.03% | +1,870+1.0% | Added |
| Retirement Systems of Alabama | 190,690 | $43.1M | 0.19% | −4,015−2.1% | Reduced |
| Stifel Financial Corp | 191,092 | $43.2M | 0.06% | −45,687−19.3% | Reduced |
| Ceredex Value Advisors LLC | 195,025 | $44.1M | 0.69% | +195,025 | New |
| HSBC Holdings PLC | 205,335 | $46.4M | 0.06% | −17,260−7.8% | Reduced |
| Citigroup Inc | 207,001 | $46.8M | 0.06% | +4,845+2.4% | Added |
| CI Private Wealth, LLC | 217,860 | $49.2M | 0.13% | +21,984+11.2% | Added |
| Cambiar Investors LLC | 221,285 | $50.0M | 2.15% | +13,167+6.3% | Added |
| Davenport & Co LLC | 230,484 | $52.0M | 0.41% | −5,190−2.2% | Reduced |
| New York State Common Retirement Fund | 241,190 | $54.5M | 0.07% | −12,181−4.8% | Reduced |
| Credit Suisse AG | 247,210 | $55.8M | 0.06% | +16,978+7.4% | Added |
| Fort Pitt Capital Group, LLC | 248,536 | $56.1M | 2.16% | +11,555+4.9% | Added |
| Westfield Capital Management Co LP | 259,700 | $58.7M | 0.41% | +259,700 | New |
| Huntington National Bank | 263,038 | $59.4M | 0.59% | +11,580+4.6% | Added |
| Nicholas Company, Inc. | 267,500 | $60.4M | 1.23% | −100.0% | Reduced |
| California State Teachers Retirement System | 277,156 | $62.6M | 0.09% | +5,603+2.1% | Added |
| National Pension Service | 280,368 | $63.1M | 0.11% | +2,629+0.9% | Added |
| Bridgewater Associates, LP | 293,544 | $66.3M | 0.40% | −42,139−12.6% | Reduced |
| Douglas Lane & Associates, LLC | 299,279 | $67.6M | 1.12% | −14,854−4.7% | Reduced |
| Rhumbline Advisers | 304,727 | $68.8M | 0.08% | +1,281+0.4% | Added |
| Victory Capital Management Inc | 319,467 | $72.2M | 0.08% | −27,810−8.0% | Reduced |
| Canada Pension Plan Investment Board | 326,658 | $73.8M | 0.12% | +96,350+41.8% | Added |
| Gates Capital Management, Inc. | 329,409 | $74.4M | 2.55% | −52,134−13.7% | Reduced |
| Evercore Wealth Management, LLC | 332,319 | $75.1M | 1.50% | +959+0.3% | Added |
| D. E. Shaw & Co., Inc. | 333,335 | $75.3M | 0.12% | −246,580−42.5% | Reduced |
| Scharf Investments, LLC | 365,757 | $82.6M | 2.61% | +7,636+2.1% | Added |
| Carmignac Gestion | 366,895 | $82.9M | 1.38% | +8,639+2.4% | Added |
| Ameriprise Financial Inc | 368,313 | $83.2M | 0.03% | −402,215−52.2% | Reduced |
| Raymond James & Associates | 382,996 | $86.5M | 0.08% | −7,302−1.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 411,548 | $93.0M | 0.21% | +105,450+34.4% | Added |
| Arrowstreet Capital, Limited Partnership | 412,616 | $93.2M | 0.12% | −692,498−62.7% | Reduced |
| Clearbridge Investments, LLC | 413,310 | $93.4M | 0.09% | +218+0.1% | Added |
| Millennium Management LLC | 434,979 | $98.3M | 0.11% | +414,735+2,048.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 440,307 | $99.5M | 0.07% | +15,658+3.7% | Added |
| Nuveen Asset Management, LLC | 474,352 | $107.2M | 0.04% | −25,820−5.2% | Reduced |
| First Republic Investment Management, Inc. | 475,799 | $107.5M | 0.23% | −2,926−0.6% | Reduced |
| Goldman Sachs Group Inc | 502,558 | $113.5M | 0.03% | +37,436+8.0% | Added |
| Bain Capital Public Equity Management II, LLC | 502,658 | $113.5M | 6.80% | +136,627+37.3% | Added |
| Van Eck Associates Corp | 507,190 | $114.6M | 0.26% | +449,672+781.8% | Added |
| UBS Group AG | 546,406 | $123.4M | 0.06% | −81,950−13.0% | Reduced |
| Massachusetts Financial Services Co | 550,360 | $124.3M | 0.04% | +21,051+4.0% | Added |
| Deutsche Bank AG | 571,334 | $129.1M | 0.07% | −40,049−6.6% | Reduced |
| Swiss National Bank | 658,800 | $148.8M | 0.10% | +11,200+1.7% | Added |
| California Public Employees Retirement System | 667,781 | $150.8M | 0.13% | −41,732−5.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 694,018 | $156.8M | 0.80% | +1,911+0.3% | Added |
| Holocene Advisors, LP | 716,279 | $161.8M | 0.81% | +263,063+58.0% | Added |
| Dimensional Fund Advisors LP | 736,888 | $166.4M | 0.06% | +3,262+0.4% | Added |
| Wells Fargo & Company | 793,711 | $179.3M | 0.06% | −80,036−9.2% | Reduced |
| Legal & General Group Plc | 908,696 | $205.3M | 0.07% | +13,483+1.5% | Added |
| Charles Schwab Investment Management Inc | 916,487 | $207.0M | 0.06% | −8,823−1.0% | Reduced |
| Voya Investment Management LLC | 921,630 | $208.2M | 0.22% | −386,991−29.6% | Reduced |
| UBS Asset Management Americas Inc | 1,117,064 | $252.3M | 0.12% | −79,551−6.6% | Reduced |
| Bank of New York Mellon Corp | 1,133,734 | $256.1M | 0.06% | −56,336−4.7% | Reduced |
| Neuberger Berman Group LLC | 1,178,051 | $266.1M | 0.25% | −753,086−39.0% | Reduced |
| Franklin Resources Inc | 1,315,692 | $297.2M | 0.15% | −74,786−5.4% | Reduced |
| Barclays PLC | 1,451,402 | $327.9M | 0.34% | +1,274,166+718.9% | Added |
| Northern Trust Corp | 1,582,720 | $357.5M | 0.07% | +13,623+0.9% | Added |
| Norges Bank | 1,586,317 | $358.3M | 0.08% | −26,610−1.6% | Reduced |
| Royal Bank of Canada | 1,741,347 | $393.4M | 0.12% | +26,371+1.5% | Added |
| Capital Research Global Investors | 2,009,004 | $453.8M | 0.13% | +573,868+40.0% | Added |
| American Century Companies Inc | 2,116,367 | $470.5M | 0.37% | −200,076−8.6% | Reduced |
| Bank of America Corp | 2,207,807 | $498.7M | 0.06% | −14,217−0.6% | Reduced |
| Janus Henderson Group PLC | 2,228,483 | $503.4M | 0.33% | +14,331+0.6% | Added |
| Geode Capital Management, LLC | 2,863,322 | $645.1M | 0.08% | +50,672+1.8% | Added |
| Invesco Ltd. | 3,043,948 | $687.6M | 0.19% | +841,177+38.2% | Added |
| Alliancebernstein L.P. | 3,122,444 | $705.3M | 0.30% | +53,562+1.7% | Added |
| FMR LLC | 3,139,699 | $709.2M | 0.06% | −1,933,670−38.1% | Reduced |
| Wellington Management Group LLP | 3,213,988 | $726.0M | 0.14% | −790,096−19.7% | Reduced |
| Aristotle Capital Management, LLC | 3,514,699 | $793.9M | 1.66% | −65,897−1.8% | Reduced |
| JPMorgan Chase & Co | 3,614,064 | $816.4M | 0.11% | −310,444−7.9% | Reduced |
| Morgan Stanley | 3,708,709 | $837.8M | 0.09% | −100,564−2.6% | Reduced |
| Capital International Investors | 6,487,642 | $1.47B | 0.38% | +3,367,364+107.9% | Added |
| Capital World Investors | 6,740,250 | $1.52B | 0.31% | +62,515+0.9% | Added |
| State Street Corp | 6,884,060 | $1.56B | 0.09% | −148,305−2.1% | Reduced |
| Price T Rowe Associates Inc | 7,890,702 | $1.78B | 0.27% | +3,961,836+100.8% | Added |
| BlackRock Inc. | 11,226,078 | $2.54B | 0.08% | +79,770+0.7% | Added |
| Vanguard Group Inc | 13,207,733 | $2.98B | 0.08% | +157,303+1.2% | Added |
| Agf Management Ltd | 0 | $0 | 0.00% | −669,946−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −273,289−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −183,844−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −151,519−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −122,899−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −80,804−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −74,699−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −70,600−100.0% | Sold out |