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 $20.4B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q2 2023
Institutional positions in Constellation Brands, Inc. as of Jun 30, 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
- 1,229
- +43 vs. Q1 2023
- Shares held
- 143.3M
- +1.31M (+0.9%) vs. Q1 2023
- Total value
- $35.2B
- +$3.18B (+9.9%) vs. Q1 2023
- New holders
- 120
- 420 more added
- Sold out
- 77
- 467 more reduced
6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | $20.4B |
| Q1 2026 | 1,050 | $21.5B |
| Q4 2025 | 1,045 | $20.1B |
| Q3 2025 | 1,046 | $19.3B |
| Q2 2025 | 1,132 | $24.2B |
| Q1 2025 | 1,179 | $27.0B |
| Q4 2024 | 1,340 | $32.4B |
| Q3 2024 | 1,326 | $38.2B |
| Q2 2024 | 1,342 | $38.6B |
| Q1 2024 | 1,322 | $43.8B |
| Q4 2023 | 1,300 | $35.8B |
| Q3 2023 | 1,256 | $35.9B |
| Q2 2023 | 1,229 | $35.2B |
| Q1 2023 | 1,192 | $32.1B |
| Q4 2022 | 1,259 | $31.7B |
| Q3 2022 | 1,214 | $31.0B |
| Q2 2022 | 1,217 | $30.3B |
| Q1 2022 | 1,204 | $31.1B |
| Q4 2021 | 1,230 | $34.0B |
| Q3 2021 | 1,132 | $27.8B |
| Q2 2021 | 1,155 | $32.1B |
| Q1 2021 | 1,157 | $31.8B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,547,139 | $3.33B | 0.08% | +339,406+2.6% | Added |
| BlackRock Inc. | 11,294,082 | $2.78B | 0.08% | +68,004+0.6% | Added |
| Capital International Investors | 7,903,248 | $1.95B | 0.47% | +1,415,606+21.8% | Added |
| State Street Corp | 6,936,028 | $1.71B | 0.09% | +51,968+0.8% | Added |
| Price T Rowe Associates Inc | 6,652,789 | $1.64B | 0.23% | −1,237,913−15.7% | Reduced |
| Capital World Investors | 6,148,339 | $1.51B | 0.29% | −591,911−8.8% | Reduced |
| JPMorgan Chase & Co | 4,010,829 | $987.2M | 0.11% | +396,765+11.0% | Added |
| Morgan Stanley | 3,991,950 | $982.5M | 0.10% | +283,241+7.6% | Added |
| Aristotle Capital Management, LLC | 3,467,670 | $853.5M | 1.73% | −47,029−1.3% | Reduced |
| Invesco Ltd. | 3,155,554 | $776.7M | 0.20% | +111,606+3.7% | Added |
| Alliancebernstein L.P. | 3,012,828 | $741.5M | 0.30% | −109,616−3.5% | Reduced |
| Barclays PLC | 2,937,570 | $723.0M | 0.47% | +1,486,168+102.4% | Added |
| Wellington Management Group LLP | 2,936,101 | $722.7M | 0.14% | −277,887−8.6% | Reduced |
| Geode Capital Management, LLC | 2,907,446 | $713.4M | 0.08% | +44,124+1.5% | Added |
| FMR LLC | 2,558,825 | $629.8M | 0.05% | −3,720,573−59.3% | Reduced |
| Janus Henderson Group PLC | 2,084,031 | $512.9M | 0.32% | −144,452−6.5% | Reduced |
| Capital Research Global Investors | 2,009,013 | $494.5M | 0.13% | +90.0% | Added |
| Royal Bank of Canada | 1,839,914 | $452.9M | 0.13% | +98,567+5.7% | Added |
| Bank of America Corp | 1,800,619 | $443.2M | 0.05% | −407,188−18.4% | Reduced |
| Norges Bank | 1,731,938 | $426.3M | 0.08% | +145,621+9.2% | Added |
| American Century Companies Inc | 1,685,483 | $414.8M | 0.31% | −430,884−20.4% | Reduced |
| Northern Trust Corp | 1,445,173 | $355.7M | 0.07% | −137,547−8.7% | Reduced |
| Neuberger Berman Group LLC | 1,227,877 | $302.2M | 0.27% | +49,826+4.2% | Added |
| Franklin Resources Inc | 1,227,960 | $302.2M | 0.14% | −87,732−6.7% | Reduced |
| Bank of New York Mellon Corp | 1,132,141 | $278.7M | 0.06% | −1,593−0.1% | Reduced |
| UBS Asset Management Americas Inc | 1,117,064 | $252.3M | 0.12% | 00.0% | Unchanged |
| Legal & General Group Plc | 930,274 | $229.0M | 0.07% | +21,578+2.4% | Added |
| Charles Schwab Investment Management Inc | 929,775 | $228.8M | 0.07% | +13,288+1.4% | Added |
| Voya Investment Management LLC | 905,275 | $222.8M | 0.23% | −16,355−1.8% | Reduced |
| Holocene Advisors, LP | 796,935 | $196.1M | 0.86% | +80,656+11.3% | Added |
| Wells Fargo & Company | 783,364 | $192.8M | 0.06% | −10,347−1.3% | Reduced |
| Deutsche Bank AG | 764,379 | $188.1M | 0.10% | +193,045+33.8% | Added |
| Amundi | 744,120 | $184.1M | 0.09% | +553,870+291.1% | Added |
| Dimensional Fund Advisors LP | 730,875 | $179.9M | 0.06% | −6,013−0.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 728,707 | $179.4M | 0.83% | +34,689+5.0% | Added |
| California Public Employees Retirement System | 667,180 | $164.2M | 0.14% | −601−0.1% | Reduced |
| UBS Group AG | 633,172 | $155.8M | 0.07% | +86,766+15.9% | Added |
| Millennium Management LLC | 619,203 | $152.4M | 0.16% | +184,224+42.4% | Added |
| Swiss National Bank | 599,600 | $147.6M | 0.10% | −59,200−9.0% | Reduced |
| Van Eck Associates Corp | 594,192 | $146.2M | 0.32% | +87,002+17.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 592,121 | $145.7M | 3.11% | +592,121 | New |
| Goldman Sachs Group Inc | 559,219 | $137.6M | 0.04% | +56,661+11.3% | Added |
| Bain Capital Public Equity Management II, LLC | 526,250 | $129.5M | 7.46% | +23,592+4.7% | Added |
| Massachusetts Financial Services Co | 521,088 | $128.3M | 0.04% | −29,272−5.3% | Reduced |
| Nuveen Asset Management, LLC | 477,260 | $117.5M | 0.04% | +2,908+0.6% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 441,000 | $108.5M | 1.30% | +441,000 | New |
| Clearbridge Investments, LLC | 436,659 | $107.5M | 0.10% | +23,349+5.6% | Added |
| Phoenix Holdings Ltd. | 398,648 | $98.1M | 2.06% | +397,648+39,764.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 389,306 | $95.8M | 0.07% | −51,001−11.6% | Reduced |
| Raymond James & Associates | 385,343 | $94.8M | 0.08% | +2,347+0.6% | Added |
| First Republic Investment Management, Inc. | 378,696 | $93.2M | 0.48% | −97,103−20.4% | Reduced |
| Ameriprise Financial Inc | 372,305 | $91.6M | 0.03% | +3,992+1.1% | Added |
| Balyasny Asset Management LLC | 369,665 | $91.0M | 0.25% | +335,611+985.5% | Added |
| Marshall Wace, LLP | 366,463 | $90.2M | 0.19% | +360,951+6,548.5% | Added |
| Westfield Capital Management Co LP | 361,802 | $89.1M | 0.57% | +102,102+39.3% | Added |
| Bank of Montreal | 349,402 | $86.2M | 0.03% | +169,922+94.7% | Added |
| Junto Capital Management LP | 348,374 | $85.7M | 2.18% | +348,374 | New |
| Scharf Investments, LLC | 344,461 | $84.8M | 2.54% | −21,296−5.8% | Reduced |
| Evercore Wealth Management, LLC | 333,734 | $82.1M | 1.51% | +1,415+0.4% | Added |
| Canada Pension Plan Investment Board | 321,308 | $79.1M | 0.12% | −5,350−1.6% | Reduced |
| Rhumbline Advisers | 309,951 | $76.3M | 0.09% | +5,224+1.7% | Added |
| Adage Capital Partners GP, L.L.C. | 309,435 | $76.2M | 0.17% | −102,113−24.8% | Reduced |
| National Pension Service | 301,327 | $74.4M | 0.12% | +20,959+7.5% | Added |
| Douglas Lane & Associates, LLC | 287,367 | $70.7M | 1.14% | −11,912−4.0% | Reduced |
| Susquehanna International Group, LLP | 282,771 | $69.6M | 0.11% | +153,054+118.0% | Added |
| Scopus Asset Management, L.P. | 280,000 | $68.9M | 2.41% | +280,000 | New |
| California State Teachers Retirement System | 273,730 | $67.4M | 0.10% | −3,426−1.2% | Reduced |
| Huntington National Bank | 273,033 | $67.2M | 0.62% | +9,995+3.8% | Added |
| Nicholas Company, Inc. | 267,475 | $65.8M | 1.26% | −250.0% | Reduced |
| Bradley Foster & Sargent Inc | 257,444 | $63.4M | 1.33% | +165,534+180.1% | Added |
| Fort Pitt Capital Group, LLC | 254,859 | $62.7M | 2.31% | +6,323+2.5% | Added |
| Citigroup Inc | 250,817 | $61.7M | 0.08% | +43,816+21.2% | Added |
| Natixis | 243,739 | $60.0M | 0.51% | +232,576+2,083.5% | Added |
| Bank of Nova Scotia | 238,192 | $58.6M | 0.15% | +194,149+440.8% | Added |
| New York State Common Retirement Fund | 234,400 | $57.7M | 0.07% | −6,790−2.8% | Reduced |
| Credit Suisse AG | 230,016 | $56.6M | 0.06% | −17,194−7.0% | Reduced |
| HSBC Holdings PLC | 229,808 | $56.5M | 0.06% | +24,473+11.9% | Added |
| Davenport & Co LLC | 226,141 | $55.7M | 0.42% | −4,343−1.9% | Reduced |
| Toronto Dominion Bank | 225,944 | $55.6M | 0.04% | +44,451+24.5% | Added |
| Darsana Capital Partners LP | 225,000 | $55.4M | 3.57% | +225,000 | New |
| Bridgewater Associates, LP | 223,482 | $55.0M | 0.34% | −70,062−23.9% | Reduced |
| Cambiar Investors LLC | 218,071 | $53.7M | 2.27% | −3,214−1.5% | Reduced |
| CI Private Wealth, LLC | 208,818 | $51.4M | 0.12% | −9,042−4.2% | Reduced |
| Los Angeles Capital Management LLC | 201,203 | $49.5M | 0.20% | +201,203 | New |
| Squarepoint Ops LLC | 190,999 | $47.0M | 0.26% | +163,770+601.5% | Added |
| Interval Partners, LP | 190,654 | $46.9M | 2.36% | +190,654 | New |
| Stifel Financial Corp | 187,471 | $46.2M | 0.06% | −3,621−1.9% | Reduced |
| Envestnet Asset Management Inc | 182,613 | $44.9M | 0.02% | +455+0.2% | Added |
| Principal Financial Group Inc | 180,960 | $44.5M | 0.03% | −7,095−3.8% | Reduced |
| Manning & Napier Group, LLC | 180,276 | $44.4M | 0.51% | −1,783−1.0% | Reduced |
| Ceredex Value Advisors LLC | 179,750 | $44.2M | 0.71% | −15,275−7.8% | Reduced |
| Freshford Capital Management, LLC | 179,673 | $44.2M | 6.76% | −174−0.1% | Reduced |
| Retirement Systems of Alabama | 179,347 | $44.1M | 0.20% | −11,343−5.9% | Reduced |
| Mackenzie Financial Corp | 174,233 | $43.1M | 0.07% | −871−0.5% | Reduced |
| Fort Washington Investment Advisors Inc | 174,028 | $42.8M | 0.31% | +8,835+5.3% | Added |
| SEI Investments Co | 171,255 | $42.2M | 0.07% | −1,520−0.9% | Reduced |
| Epoch Investment Partners, Inc. | 169,620 | $41.7M | 0.24% | −6,204−3.5% | Reduced |
| Ami Asset Management Corp | 166,053 | $40.9M | 2.43% | −1,540−0.9% | Reduced |
| State Board of Administration of Florida Retirement System | 164,240 | $40.4M | 0.09% | −935−0.6% | Reduced |
| Federated Hermes, Inc. | 162,743 | $40.1M | 0.10% | +50,484+45.0% | Added |