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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 44,558 | $10.1M | 0.07% | +400+0.9% | Added |
| Stephens Inc | 44,455 | $10.0M | 0.19% | −551−1.2% | Reduced |
| Bank of Nova Scotia | 44,043 | $9.95M | 0.03% | +29,957+212.7% | Added |
| Advisors Capital Management, LLC | 42,877 | $9.69M | 0.25% | +2,926+7.3% | Added |
| Canandaigua National Bank & Trust Co | 42,851 | $9.68M | 1.63% | +42,851 | New |
| American International Group, Inc. | 42,633 | $9.63M | 0.06% | +197+0.5% | Added |
| Amalgamated Bank | 41,848 | $9.45M | 0.08% | +547+1.3% | Added |
| Bridgecreek Investment Management, LLC | 41,700 | $9.42M | 1.94% | −250−0.6% | Reduced |
| MetLife Investment Management | 41,675 | $9.41M | 0.07% | −496−1.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 40,079 | $9.05M | 0.12% | −3,650−8.3% | Reduced |
| Standard Life Aberdeen plc | 38,940 | $8.80M | 0.02% | −603−1.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 38,854 | $8.78M | 0.24% | +5,473+16.4% | Added |
| First National Trust Co | 38,656 | $8.73M | 0.46% | −1,788−4.4% | Reduced |
| Dillon & Associates Inc | 38,631 | $8.73M | 1.73% | +475+1.2% | Added |
| Mutual of America Capital Management LLC | 37,130 | $8.39M | 0.10% | −153−0.4% | Reduced |
| TD Waterhouse Canada Inc. | 32,664 | $8.35M | 0.09% | +1,830+5.9% | Added |
| CIBC World Markets Inc. | 36,417 | $8.23M | 0.03% | +338+0.9% | Added |
| Salem Investment Counselors Inc | 36,090 | $8.15M | 0.33% | −1,657−4.4% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 36,082 | $8.15M | 0.02% | −15,712−30.3% | Reduced |
| Truist Financial Corp | 35,426 | $8.00M | 0.01% | −2,593−6.8% | Reduced |
| BancorpSouth Bank | 35,411 | $8.00M | 0.74% | +974+2.8% | Added |
| Calamos Wealth Management LLC | 35,330 | $7.98M | 0.63% | −1,684−4.5% | Reduced |
| Jacobs & Co | 35,250 | $7.96M | 0.98% | +365+1.0% | Added |
| Balyasny Asset Management LLC | 34,054 | $7.69M | 0.03% | +34,054 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,011 | $7.68M | 0.03% | +2,346+7.4% | Added |
| Texas Permanent School Fund | 33,849 | $7.65M | 0.08% | +10,785+46.8% | Added |
| Mariner, LLC | 33,787 | $7.63M | 0.02% | −88−0.3% | Reduced |
| Madison Asset Management, LLC | 33,575 | $7.58M | 0.12% | +4,000+13.5% | Added |
| Roffman Miller Associates Inc | 33,324 | $7.53M | 0.60% | −268−0.8% | Reduced |
| Guggenheim Capital LLC | 32,439 | $7.33M | 0.06% | +5,235+19.2% | Added |
| Moors & Cabot, Inc. | 32,322 | $7.30M | 0.50% | −4,217−11.5% | Reduced |
| Copeland Capital Management, LLC | 32,297 | $7.30M | 0.17% | −212−0.7% | Reduced |
| DekaBank Deutsche Girozentrale | 32,192 | $7.21M | 0.02% | +5,212+19.3% | Added |
| Ossiam | 31,775 | $7.18M | 0.15% | +30,823+3,237.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,374 | $7.09M | 0.03% | +5,351+20.6% | Added |
| DnB Asset Management AS | 31,174 | $7.04M | 0.04% | +1,860+6.3% | Added |
| First Trust Advisors LP | 31,092 | $7.02M | 0.01% | −176,415−85.0% | Reduced |
| Landscape Capital Management, L.L.C. | 31,043 | $7.01M | 0.95% | +29,896+2,606.5% | Added |
| Bain Capital Public Equity, LP | 30,802 | $6.96M | 7.56% | +6,312+25.8% | Added |
| Factory Mutual Insurance Co | 30,800 | $6.96M | 0.11% | 00.0% | Unchanged |
| USS Investment Management Ltd | 30,632 | $6.92M | 0.10% | +3,273+12.0% | Added |
| Blair William & Co | 30,283 | $6.84M | 0.03% | +307+1.0% | Added |
| Empire Life Investments Inc. | 30,265 | $6.84M | 0.49% | +163+0.5% | Added |
| Pinnacle Associates Ltd | 30,102 | $6.80M | 0.14% | +635+2.2% | Added |
| Chartwell Investment Partners, LLC | 30,054 | $6.79M | 0.26% | +1,511+5.3% | Added |
| Twinbeech Capital LP | 30,031 | $6.78M | 0.14% | −162,365−84.4% | Reduced |
| Stonebridge Capital Advisors LLC | 30,000 | $6.78M | 0.77% | −408−1.3% | Reduced |
| Oak Harvest Investment Services | 29,615 | $6.69M | 1.54% | +1,557+5.5% | Added |
| First American Bank | 29,370 | $6.63M | 0.61% | −758−2.5% | Reduced |
| CCM Investment Advisers LLC | 29,087 | $6.57M | 0.93% | −3,515−10.8% | Reduced |
| Forsta Ap-Fonden | 28,900 | $6.53M | 0.08% | −3,500−10.8% | Reduced |
| IFM Investors Pty Ltd | 28,818 | $6.51M | 0.10% | +592+2.1% | Added |
| First Financial Bank - Trust Division | 28,744 | $6.49M | 0.70% | +6,275+27.9% | Added |
| Avantax Advisory Services, Inc. | 28,447 | $6.43M | 0.08% | +1,200+4.4% | Added |
| Alberta Investment Management Corp | 28,398 | $6.41M | 0.06% | +4,000+16.4% | Added |
| Compass Wealth Management LLC | 27,896 | $6.30M | 2.00% | −515−1.8% | Reduced |
| Cinctive Capital Management LP | 27,843 | $6.29M | 0.23% | +8,674+45.3% | Added |
| ING Groep NV | 27,589 | $6.23M | 0.06% | −110.0% | Reduced |
| FineMark National Bank & Trust | 27,563 | $6.23M | 0.27% | −238−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,524 | $6.22M | 0.05% | +85+0.3% | Added |
| HGK Asset Management Inc | 27,501 | $6.21M | 1.93% | +7,358+36.5% | Added |
| Appleton Partners Inc | 27,277 | $6.16M | 0.55% | +181+0.7% | Added |
| Squarepoint Ops LLC | 27,229 | $6.15M | 0.04% | −131,178−82.8% | Reduced |
| Utah Retirement Systems | 26,932 | $6.08M | 0.09% | +100+0.4% | Added |
| Public Employees Retirement Association of Colorado | 26,582 | $6.00M | 0.03% | +172+0.7% | Added |
| Telemus Capital, LLC | 26,442 | $5.97M | 0.53% | +247+0.9% | Added |
| Legacy Private Trust Co. | 26,378 | $5.96M | 0.51% | −35−0.1% | Reduced |
| Girard Partners Ltd. | 26,133 | $5.90M | 0.65% | +2,411+10.2% | Added |
| State of Tennessee, Treasury Department | 26,105 | $5.90M | 0.03% | +857+3.4% | Added |
| Brookfield Asset Management Inc. | 25,770 | $5.82M | 0.02% | +12,614+95.9% | Added |
| First National Bank of Omaha | 25,762 | $5.82M | 0.35% | −1,201−4.5% | Reduced |
| ProShare Advisors LLC | 25,722 | $5.81M | 0.02% | +3,556+16.0% | Added |
| Primecap Management Co | 25,700 | $5.81M | 0.01% | −4,400−14.6% | Reduced |
| WealthBridge Investment Counsel Inc. | 25,495 | $5.76M | 2.55% | −750−2.9% | Reduced |
| WSFS Capital Management, LLC | 25,477 | $5.75M | 0.60% | +1,048+4.3% | Added |
| Walleye Trading LLC | 24,812 | $5.60M | 0.20% | +11,452+85.7% | Added |
| NS Partners Ltd | 24,510 | $5.54M | 0.31% | +305+1.3% | Added |
| Bartlett & Co. LLC | 24,077 | $5.44M | 0.11% | −1,275−5.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 24,077 | $5.44M | 0.11% | −1,275−5.0% | Reduced |
| CIBC Asset Management Inc | 24,065 | $5.44M | 0.02% | +718+3.1% | Added |
| MMBG Investment Advisors Co. | 24,044 | $5.43M | 0.69% | −45−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 23,814 | $5.41M | 0.10% | −560−2.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 23,924 | $5.40M | 0.09% | −3,153−11.6% | Reduced |
| National Bank of Canada | 23,888 | $5.39M | 0.01% | −36,579−60.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 23,821 | $5.38M | 1.58% | −140−0.6% | Reduced |
| Gibraltar Capital Management, Inc. | 23,818 | $5.38M | 2.51% | +1,565+7.0% | Added |
| Central Trust Co | 23,768 | $5.37M | 0.16% | −118−0.5% | Reduced |
| Great Lakes Advisors, LLC | 23,761 | $5.37M | 0.05% | +16,593+231.5% | Added |
| Pacific Global Investment Management CO | 23,624 | $5.34M | 1.17% | −1,349−5.4% | Reduced |
| GHP Investment Advisors, Inc. | 23,496 | $5.31M | 0.34% | −118−0.5% | Reduced |
| Xponance, Inc. | 23,288 | $5.26M | 0.08% | +4,742+25.6% | Added |
| New York Life Investment Management LLC | 23,067 | $5.21M | 0.06% | +63+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 23,058 | $5.21M | 0.03% | −1,261−5.2% | Reduced |
| Tower Bridge Advisors | 22,624 | $5.11M | 0.42% | −543−2.3% | Reduced |
| Yousif Capital Management, LLC | 22,610 | $5.11M | 0.07% | −2,872−11.3% | Reduced |
| Investment House LLC | 22,469 | $5.08M | 0.42% | +1,942+9.5% | Added |
| State of Alaska, Department of Revenue | 22,340 | $5.05M | 0.06% | −383−1.7% | Reduced |
| Liberty Capital Management, Inc. | 22,092 | $4.99M | 1.64% | +809+3.8% | Added |
| WealthPlan Investment Management, LLC | 22,000 | $4.97M | 0.86% | −15,259−41.0% | Reduced |
| Wisconsin Capital Management LLC | 21,666 | $4.89M | 3.34% | +200+0.9% | Added |