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, 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
- 143.2M
- +4.70M (+3.4%) vs. Q1 2023
- Total value
- $35.2B
- +$3.94B (+12.6%) vs. Q1 2023
- New holders
- 120
- 419 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 | 1,039 | $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, 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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 41,400 | $10.2M | 0.07% | −275−0.7% | Reduced |
| Amalgamated Bank | 41,688 | $10.3M | 0.08% | −160−0.4% | Reduced |
| Advisors Capital Management, LLC | 42,261 | $10.4M | 0.25% | −616−1.4% | Reduced |
| Guggenheim Capital LLC | 42,381 | $10.4M | 0.08% | +9,942+30.6% | Added |
| American International Group, Inc. | 42,756 | $10.5M | 0.06% | +123+0.3% | Added |
| Canandaigua National Bank & Trust Co | 42,863 | $10.5M | 1.71% | +120.0% | Added |
| State of Tennessee, Treasury Department | 44,325 | $10.9M | 0.05% | +18,220+69.8% | Added |
| Stephens Inc | 44,350 | $10.9M | 0.20% | −105−0.2% | Reduced |
| State of Michigan Retirement System | 44,358 | $10.9M | 0.07% | −200−0.4% | Reduced |
| Cohen Capital Management, Inc. | 45,131 | $11.1M | 2.16% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 45,466 | $11.2M | 0.76% | +15,201+50.2% | Added |
| Washington Trust Bank | 45,806 | $11.3M | 1.15% | +410+0.9% | Added |
| Infusive Asset Management Inc. | 52,741 | $11.4M | 8.67% | −15,612−22.8% | Reduced |
| Landscape Capital Management, L.L.C. | 46,170 | $11.4M | 1.50% | +15,127+48.7% | Added |
| Old National Bancorp | 46,208 | $11.4M | 0.33% | +1,150+2.6% | Added |
| Massmutual Trust Co FSB | 46,238 | $11.4M | 0.41% | +1,117+2.5% | Added |
| Bokf, NA | 46,847 | $11.5M | 0.23% | −614−1.3% | Reduced |
| Grassi Investment Management | 47,154 | $11.6M | 1.28% | −100−0.2% | Reduced |
| Tiaa, FSB | 47,205 | $11.6M | 0.04% | +45,518+2,698.2% | Added |
| Arizona State Retirement System | 47,464 | $11.7M | 0.09% | +2,142+4.7% | Added |
| South Street Advisors LLC | 47,476 | $11.7M | 2.32% | −4,034−7.8% | Reduced |
| Whittier Trust Co | 47,574 | $11.7M | 0.20% | +120.0% | Added |
| Patten & Patten Inc | 47,823 | $11.8M | 0.97% | −200−0.4% | Reduced |
| Macquarie Group Ltd | 48,032 | $11.8M | 0.01% | −28,351−37.1% | Reduced |
| Leeward Investments, LLC - MA | 48,572 | $12.0M | 0.56% | −16,650−25.5% | Reduced |
| Cornerstone Capital, Inc. | 48,655 | $12.0M | 1.39% | −3,210−6.2% | Reduced |
| D.A. Davidson & Co. | 48,711 | $12.0M | 0.13% | −2,017−4.0% | Reduced |
| Sirios Capital Management L P | 49,204 | $12.1M | 2.09% | −3,042−5.8% | Reduced |
| Creative Planning | 49,725 | $12.2M | 0.02% | −4,876−8.9% | Reduced |
| Woodline Partners LP | 51,113 | $12.6M | 0.15% | +51,113 | New |
| Gabelli Funds LLC | 51,400 | $12.7M | 0.10% | −200−0.4% | Reduced |
| 2Xideas AG | 51,686 | $12.7M | 1.22% | +5,925+12.9% | Added |
| Vontobel Holding Ltd. | 51,833 | $12.8M | 0.11% | +554+1.1% | Added |
| Copeland Capital Management, LLC | 52,209 | $12.9M | 0.27% | +19,912+61.7% | Added |
| Maple Capital Management, Inc. | 54,042 | $13.3M | 1.45% | +753+1.4% | Added |
| National Bank of Canada | 54,675 | $13.5M | 0.03% | +30,787+128.9% | Added |
| TD Asset Management Inc | 55,164 | $13.6M | 0.02% | −1,821−3.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 55,612 | $13.7M | 0.23% | −1,216−2.1% | Reduced |
| Lido Advisors, LLC | 57,462 | $14.1M | 0.16% | +5,069+9.7% | Added |
| Teachers Retirement System of the State of Kentucky | 58,364 | $14.4M | 0.14% | −2,010−3.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 59,472 | $14.6M | 0.03% | −3,705−5.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 59,497 | $14.6M | 0.03% | −634−1.1% | Reduced |
| Victory Capital Management Inc | 59,651 | $14.7M | 0.02% | −259,816−81.3% | Reduced |
| Armistice Capital, LLC | 60,000 | $14.8M | 0.37% | +57,508+2,307.7% | Added |
| Abn Amro Investment Solutions | 60,845 | $15.0M | 0.30% | −15,029−19.8% | Reduced |
| Azimuth Capital Investment Management LLC | 61,280 | $15.1M | 0.72% | −4,290−6.5% | Reduced |
| Russell Investments Group, Ltd. | 61,896 | $15.2M | 0.03% | −28,750−31.7% | Reduced |
| Citadel Advisors LLC | 63,232 | $15.6M | 0.02% | +57,532+1,009.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 63,589 | $15.7M | 0.08% | −935−1.4% | Reduced |
| Capital International Inc | 63,959 | $15.7M | 0.29% | +7,111+12.5% | Added |
| Royal London Asset Management Ltd | 64,704 | $15.9M | 0.05% | +12,468+23.9% | Added |
| Ofi Invest Asset Management | 65,200 | $16.0M | 0.64% | +65,200 | New |
| Applied Finance Capital Management, LLC | 65,313 | $16.1M | 1.82% | +9,018+16.0% | Added |
| Howe & Rusling Inc | 65,464 | $16.1M | 1.80% | −272−0.4% | Reduced |
| Asset Management One Co.,Ltd. | 66,339 | $16.3M | 0.07% | −1,815−2.7% | Reduced |
| Nisa Investment Advisors, LLC | 66,361 | $16.3M | 0.12% | −476−0.7% | Reduced |
| Exencial Wealth Advisors, LLC | 66,600 | $16.4M | 0.75% | +1,257+1.9% | Added |
| Brookfield Asset Management Inc. | 66,611 | $16.4M | 0.06% | +40,841+158.5% | Added |
| Sit Investment Associates Inc | 66,872 | $16.5M | 0.43% | +9,097+15.7% | Added |
| Gradient Investments LLC | 67,489 | $16.6M | 0.43% | +898+1.3% | Added |
| Nomura Holdings Inc | 67,515 | $16.6M | 0.17% | +67,515 | New |
| Stock Yards Bank & Trust Co | 67,574 | $16.6M | 0.61% | +703+1.1% | Added |
| Wesbanco Bank Inc | 68,027 | $16.7M | 0.70% | −6,570−8.8% | Reduced |
| Glenview Trust Co | 68,336 | $16.8M | 0.46% | +539+0.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 68,919 | $17.0M | 0.36% | +61,764+863.2% | Added |
| Treasurer of the State of North Carolina | 69,005 | $17.0M | 0.09% | +515+0.8% | Added |
| Tocqueville Asset Management L.P. | 70,519 | $17.4M | 0.31% | −262−0.4% | Reduced |
| Pictet Asset Management SA | 72,340 | $17.8M | 0.02% | +1,328+1.9% | Added |
| Cerity Partners LLC | 72,346 | $17.8M | 0.07% | −70−0.1% | Reduced |
| Putnam Investments LLC | 72,821 | $17.9M | 0.03% | +1,860+2.6% | Added |
| Smith, Salley & Associates | 72,827 | $17.9M | 1.32% | +677+0.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 75,283 | $18.5M | 2.66% | −146−0.2% | Reduced |
| Davidson Investment Advisors | 77,059 | $19.0M | 1.20% | +24,978+48.0% | Added |
| Welch & Forbes LLC | 77,833 | $19.2M | 0.30% | +1,138+1.5% | Added |
| Howland Capital Management LLC | 78,091 | $19.2M | 1.10% | +4,563+6.2% | Added |
| Mn Services Vermogensbeheer B.V. | 79,100 | $19.5M | 0.18% | −1,900−2.3% | Reduced |
| Capital Group Private Client Services, Inc. | 83,420 | $20.5M | 0.24% | +4,599+5.8% | Added |
| Public Employees Retirement System of Ohio | 83,792 | $20.6M | 0.08% | −4,453−5.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,714 | $20.9M | 0.03% | +16,000+23.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 85,143 | $21.0M | 1.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 85,235 | $21.0M | 0.04% | −38,263−31.0% | Reduced |
| Nomura Asset Management Co Ltd | 86,027 | $21.2M | 0.10% | −10,311−10.7% | Reduced |
| State of Wisconsin Investment Board | 86,470 | $21.3M | 0.06% | −37,433−30.2% | Reduced |
| Davis R M Inc | 87,276 | $21.5M | 0.52% | −5,834−6.3% | Reduced |
| STRS Ohio | 88,594 | $21.8M | 0.09% | −89,502−50.3% | Reduced |
| Coerente Capital Management | 89,900 | $22.1M | 4.75% | −348−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 90,204 | $22.2M | 0.04% | +2,632+3.0% | Added |
| Renaissance Technologies LLC | 91,000 | $22.4M | 0.03% | −45,900−33.5% | Reduced |
| Natixis Advisors, L.P. | 91,775 | $22.6M | 0.07% | +11,767+14.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 94,610 | $23.3M | 0.09% | −1,730−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 95,818 | $23.6M | 0.08% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 95,847 | $23.6M | 0.05% | −714−0.7% | Reduced |
| US Bancorp | 96,024 | $23.6M | 0.04% | −4,315−4.3% | Reduced |
| Mane Global Capital Management LP | 99,222 | $24.4M | 2.29% | +99,222 | New |
| Border to Coast Pensions Partnership Ltd | 103,654 | $25.5M | 0.64% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 106,387 | $26.2M | 0.04% | −69,975−39.7% | Reduced |
| Rokos Capital Management LLP | 107,902 | $26.5M | 0.53% | +107,902 | New |
| Connectus Wealth, LLC | 109,856 | $27.0M | 0.63% | +430.0% | Added |
| Diamond Hill Capital Management Inc | 110,144 | $27.1M | 0.12% | −2,885−2.6% | Reduced |
| Manufacturers Life Insurance Company, The | 111,023 | $27.3M | 0.02% | −7,040−6.0% | Reduced |