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 $20.1B 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 | 1,038 | $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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 138,887 | $31.4M | 1.95% | −5,799−4.0% | Reduced |
| Renaissance Technologies LLC | 136,900 | $30.9M | 0.04% | −226,800−62.4% | Reduced |
| Crestwood Advisors Group LLC | 132,752 | $30.0M | 1.00% | −39,504−22.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 131,255 | $29.6M | 0.07% | +16,972+14.9% | Added |
| Rockefeller Capital Management L.P. | 131,184 | $29.6M | 0.13% | −1,128−0.9% | Reduced |
| Susquehanna International Group, LLP | 129,717 | $29.3M | 0.05% | +43,967+51.3% | Added |
| Northwestern Mutual Wealth Management Co | 126,999 | $28.7M | 0.04% | −2,512−1.9% | Reduced |
| Fifth Third Bancorp | 126,526 | $28.6M | 0.13% | −19,796−13.5% | Reduced |
| Commonwealth Equity Services, LLC | 125,132 | $28.3M | 0.06% | +1,299+1.0% | Added |
| State of Wisconsin Investment Board | 123,903 | $28.0M | 0.08% | −45,893−27.0% | Reduced |
| BNP Paribas Arbitrage, SA | 123,498 | $27.9M | 0.06% | −9,756−7.3% | Reduced |
| LPL Financial LLC | 122,573 | $27.7M | 0.02% | −12,797−9.5% | Reduced |
| M&T Bank Corp | 121,298 | $27.4M | 0.11% | +14,517+13.6% | Added |
| Heritage Investors Management Corp | 120,874 | $27.3M | 1.17% | +8,161+7.2% | Added |
| Vaughan David Investments LLC | 120,855 | $27.3M | 0.83% | +4,465+3.8% | Added |
| Manufacturers Life Insurance Company, The | 118,063 | $26.7M | 0.02% | −3,953−3.2% | Reduced |
| Janney Montgomery Scott LLC | 115,563 | $26.1M | 0.11% | −4,239−3.5% | Reduced |
| Klingenstein Fields & Co LP | 115,547 | $26.1M | 1.31% | −741−0.6% | Reduced |
| Diamond Hill Capital Management Inc | 113,029 | $25.5M | 0.12% | +7,935+7.6% | Added |
| Federated Hermes, Inc. | 112,259 | $25.4M | 0.06% | +1,546+1.4% | Added |
| Vigilant Capital Management, LLC | 111,012 | $25.1M | 2.04% | +3,691+3.4% | Added |
| Connectus Wealth, LLC | 109,813 | $24.8M | 0.61% | +370+0.3% | Added |
| HighTower Advisors, LLC | 109,130 | $24.6M | 0.05% | +1,506+1.4% | Added |
| Calamos Advisors LLC | 104,254 | $23.5M | 0.12% | −33,187−24.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 103,654 | $23.4M | 0.63% | +17,424+20.2% | Added |
| US Bancorp | 100,339 | $22.7M | 0.04% | −3,242−3.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 96,561 | $21.8M | 0.05% | +3,918+4.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 96,340 | $21.8M | 0.09% | +404+0.4% | Added |
| Nomura Asset Management Co Ltd | 96,338 | $21.8M | 0.11% | −7,928−7.6% | Reduced |
| State of New Jersey Common Pension Fund D | 95,818 | $21.6M | 0.08% | +3,942+4.3% | Added |
| Davis R M Inc | 93,110 | $21.0M | 0.54% | −15,223−14.1% | Reduced |
| Bradley Foster & Sargent Inc | 91,910 | $20.8M | 0.49% | −710−0.8% | Reduced |
| Russell Investments Group, Ltd. | 90,646 | $20.5M | 0.04% | −60,342−40.0% | Reduced |
| Coerente Capital Management | 90,248 | $20.4M | 4.58% | −626−0.7% | Reduced |
| Point72 Asset Management, L.P. | 89,700 | $20.3M | 0.07% | +89,651+182,961.2% | Added |
| Employees Retirement System of Texas | 89,000 | $20.1M | 0.29% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 88,245 | $19.9M | 0.08% | −1,184−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 87,572 | $19.8M | 0.04% | −4,734−5.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 85,143 | $19.2M | 1.03% | −46,440−35.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 81,000 | $18.3M | 0.19% | +2,500+3.2% | Added |
| Natixis Advisors, L.P. | 80,008 | $18.1M | 0.06% | −4,352−5.2% | Reduced |
| Capital Group Private Client Services, Inc. | 78,821 | $17.8M | 0.22% | +78,821 | New |
| Welch & Forbes LLC | 76,695 | $17.3M | 0.29% | −528−0.7% | Reduced |
| Macquarie Group Ltd | 76,383 | $17.3M | 0.02% | −2,467−3.1% | Reduced |
| Abn Amro Investment Solutions | 75,874 | $17.1M | 0.35% | +75,874 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 75,429 | $17.0M | 2.70% | +5,589+8.0% | Added |
| Wesbanco Bank Inc | 74,597 | $16.9M | 0.73% | +1,685+2.3% | Added |
| Howland Capital Management LLC | 73,528 | $16.6M | 1.00% | +4,299+6.2% | Added |
| Cerity Partners LLC | 72,416 | $16.4M | 0.08% | −6,346−8.1% | Reduced |
| Smith, Salley & Associates | 72,150 | $16.3M | 1.30% | +1,392+2.0% | Added |
| Pictet Asset Management SA | 71,012 | $16.0M | 0.02% | −7,030−9.0% | Reduced |
| Putnam Investments LLC | 70,961 | $16.0M | 0.03% | +250.0% | Added |
| Tocqueville Asset Management L.P. | 70,781 | $16.0M | 0.30% | −10,027−12.4% | Reduced |
| Hancock Whitney Corp | 69,618 | $15.7M | 0.63% | −2,804−3.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 68,714 | $15.5M | 0.03% | −16,246−19.1% | Reduced |
| Treasurer of the State of North Carolina | 68,490 | $15.5M | 0.09% | +1,540+2.3% | Added |
| Asset Management One Co.,Ltd. | 68,154 | $15.4M | 0.07% | +4,866+7.7% | Added |
| Glenview Trust Co | 67,797 | $15.3M | 0.46% | +317+0.5% | Added |
| Stock Yards Bank & Trust Co | 66,871 | $15.1M | 0.58% | +4,523+7.3% | Added |
| Nisa Investment Advisors, LLC | 66,837 | $15.1M | 0.12% | +1,289+2.0% | Added |
| Gradient Investments LLC | 66,591 | $15.0M | 0.41% | +66,575+416,093.8% | Added |
| Howe & Rusling Inc | 65,736 | $14.8M | 1.77% | +4,722+7.7% | Added |
| Azimuth Capital Investment Management LLC | 65,570 | $14.8M | 0.73% | −21,735−24.9% | Reduced |
| Exencial Wealth Advisors, LLC | 65,343 | $14.8M | 0.77% | +189+0.3% | Added |
| Leeward Investments, LLC - MA | 65,222 | $14.7M | 0.67% | +5,606+9.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 64,524 | $14.6M | 0.08% | −17,405−21.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 63,177 | $14.3M | 0.03% | −4,876−7.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 60,374 | $13.6M | 0.14% | +1,940+3.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 60,131 | $13.6M | 0.03% | −1,845−3.0% | Reduced |
| Sit Investment Associates Inc | 57,775 | $13.1M | 0.35% | −14,591−20.2% | Reduced |
| ExodusPoint Capital Management, LP | 57,528 | $13.0M | 0.15% | +40,138+230.8% | Added |
| TD Asset Management Inc | 56,985 | $12.9M | 0.02% | −288−0.5% | Reduced |
| Capital International Inc | 56,848 | $12.8M | 0.26% | −835−1.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 56,828 | $12.8M | 0.23% | +1,616+2.9% | Added |
| Applied Finance Capital Management, LLC | 56,295 | $12.7M | 1.58% | +847+1.5% | Added |
| Creative Planning | 54,601 | $12.3M | 0.02% | −1,323−2.4% | Reduced |
| Alta Capital Management LLC | 53,304 | $12.0M | 0.89% | −1,737−3.2% | Reduced |
| Maple Capital Management, Inc. | 53,289 | $12.0M | 1.47% | +551+1.0% | Added |
| Lido Advisors, LLC | 52,393 | $11.8M | 0.17% | +10,423+24.8% | Added |
| Royal London Asset Management Ltd | 52,236 | $11.8M | 0.05% | −976−1.8% | Reduced |
| Sirios Capital Management L P | 52,246 | $11.8M | 2.08% | −10,977−17.4% | Reduced |
| Davidson Investment Advisors | 52,081 | $11.8M | 0.77% | +52,081 | New |
| Cornerstone Capital, Inc. | 51,865 | $11.7M | 1.41% | +1,640+3.3% | Added |
| Gabelli Funds LLC | 51,600 | $11.7M | 0.09% | −6,400−11.0% | Reduced |
| South Street Advisors LLC | 51,510 | $11.6M | 2.39% | +30.0% | Added |
| Vontobel Holding Ltd. | 51,279 | $11.6M | 0.11% | −10,769−17.4% | Reduced |
| D.A. Davidson & Co. | 50,728 | $11.5M | 0.13% | −1,615−3.1% | Reduced |
| Patten & Patten Inc | 48,023 | $10.8M | 0.95% | −1,385−2.8% | Reduced |
| Infusive Asset Management Inc. | 68,353 | $10.8M | 10.45% | +32,611+91.2% | Added |
| Whittier Trust Co | 47,562 | $10.7M | 0.20% | −200−0.4% | Reduced |
| Bokf, NA | 47,461 | $10.7M | 0.22% | −4,215−8.2% | Reduced |
| Fayez Sarofim & Co | 47,420 | $10.7M | 0.04% | 00.0% | Unchanged |
| Grassi Investment Management | 47,254 | $10.7M | 1.32% | −200.0% | Reduced |
| 2Xideas AG | 45,761 | $10.3M | 0.99% | +11,390+33.1% | Added |
| Washington Trust Bank | 45,396 | $10.3M | 1.10% | +6,158+15.7% | Added |
| Arizona State Retirement System | 45,322 | $10.2M | 0.09% | +1,907+4.4% | Added |
| Cohen Capital Management, Inc. | 45,131 | $10.2M | 2.06% | −248−0.5% | Reduced |
| Massmutual Trust Co FSB | 45,121 | $10.2M | 0.39% | +1,442+3.3% | Added |
| Point72 Europe (London) LLP | 45,100 | $10.2M | 3.05% | +45,100 | New |
| Old National Bancorp | 45,058 | $10.2M | 0.31% | −218−0.5% | Reduced |