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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 112,972 | $27.8M | 0.04% | −68,521−37.8% | Reduced |
| Vigilant Capital Management, LLC | 113,592 | $28.0M | 2.09% | +2,580+2.3% | Added |
| Klingenstein Fields & Co LP | 114,193 | $28.1M | 1.30% | −1,354−1.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 115,000 | $28.3M | 0.08% | +115,000 | New |
| Janney Montgomery Scott LLC | 115,549 | $28.4M | 0.10% | −140.0% | Reduced |
| Fifth Third Bancorp | 118,462 | $29.2M | 0.13% | −8,064−6.4% | Reduced |
| M&T Bank Corp | 119,022 | $29.3M | 0.11% | −2,276−1.9% | Reduced |
| Heritage Investors Management Corp | 119,523 | $29.4M | 1.18% | −1,351−1.1% | Reduced |
| Vaughan David Investments LLC | 124,512 | $30.6M | 0.90% | +3,657+3.0% | Added |
| Commonwealth Equity Services, LLC | 124,565 | $30.7M | 0.06% | −567−0.5% | Reduced |
| KBC Group NV | 125,636 | $30.9M | 0.13% | −62,408−33.2% | Reduced |
| LPL Financial LLC | 127,639 | $31.4M | 0.02% | +5,066+4.1% | Added |
| HighTower Advisors, LLC | 128,368 | $31.5M | 0.06% | +19,238+17.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 128,103 | $31.5M | 0.14% | +128,103 | New |
| Northwestern Mutual Wealth Management Co | 129,287 | $31.8M | 0.04% | +2,288+1.8% | Added |
| Jane Street Group, LLC | 130,811 | $32.2M | 0.04% | +109,468+512.9% | Added |
| Rockefeller Capital Management L.P. | 130,843 | $32.2M | 0.12% | −341−0.3% | Reduced |
| Crestwood Advisors Group LLC | 130,989 | $32.2M | 1.01% | −1,763−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 131,568 | $32.4M | 0.28% | −7,860−5.6% | Reduced |
| Calamos Advisors LLC | 131,595 | $32.4M | 0.16% | +27,341+26.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 137,790 | $33.9M | 0.07% | +6,535+5.0% | Added |
| Baird Financial Group, Inc. | 139,451 | $34.3M | 0.09% | −18,168−11.5% | Reduced |
| Prudential Financial Inc | 142,617 | $35.1M | 0.05% | −2,026−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 143,075 | $35.2M | 0.03% | −1,857−1.3% | Reduced |
| Birch Hill Investment Advisors LLC | 146,299 | $36.0M | 2.07% | +7,412+5.3% | Added |
| Korea Investment CORP | 147,788 | $36.4M | 0.10% | −3,585−2.4% | Reduced |
| Great West Life Assurance Co | 152,142 | $37.6M | 0.09% | +5,029+3.4% | Added |
| New York State Teachers Retirement System | 155,766 | $38.3M | 0.09% | −9,735−5.9% | Reduced |
| Assenagon Asset Management S.A. | 158,237 | $38.9M | 0.15% | +139,802+758.4% | Added |
| Employees Retirement System of Texas | 161,000 | $39.6M | 0.54% | +72,000+80.9% | Added |
| Federated Hermes, Inc. | 162,743 | $40.1M | 0.10% | +50,484+45.0% | Added |
| State Board of Administration of Florida Retirement System | 164,240 | $40.4M | 0.09% | −935−0.6% | Reduced |
| Ami Asset Management Corp | 166,053 | $40.9M | 2.43% | −1,540−0.9% | Reduced |
| Epoch Investment Partners, Inc. | 169,620 | $41.7M | 0.24% | −6,204−3.5% | Reduced |
| SEI Investments Co | 171,255 | $42.2M | 0.07% | −1,520−0.9% | Reduced |
| Fort Washington Investment Advisors Inc | 174,028 | $42.8M | 0.31% | +8,835+5.3% | Added |
| Mackenzie Financial Corp | 174,233 | $43.1M | 0.07% | −871−0.5% | Reduced |
| Retirement Systems of Alabama | 179,347 | $44.1M | 0.20% | −11,343−5.9% | Reduced |
| Freshford Capital Management, LLC | 179,673 | $44.2M | 6.76% | −174−0.1% | Reduced |
| Ceredex Value Advisors LLC | 179,750 | $44.2M | 0.71% | −15,275−7.8% | Reduced |
| Manning & Napier Group, LLC | 180,276 | $44.4M | 0.51% | −1,783−1.0% | Reduced |
| Principal Financial Group Inc | 180,960 | $44.5M | 0.03% | −7,095−3.8% | Reduced |
| Envestnet Asset Management Inc | 182,613 | $44.9M | 0.02% | +455+0.2% | Added |
| Stifel Financial Corp | 187,471 | $46.2M | 0.06% | −3,621−1.9% | Reduced |
| Interval Partners, LP | 190,654 | $46.9M | 2.36% | +190,654 | New |
| Squarepoint Ops LLC | 190,999 | $47.0M | 0.26% | +163,770+601.5% | Added |
| Los Angeles Capital Management LLC | 201,203 | $49.5M | 0.20% | +201,203 | New |
| CI Private Wealth, LLC | 208,818 | $51.4M | 0.12% | −9,042−4.2% | Reduced |
| Cambiar Investors LLC | 218,071 | $53.7M | 2.27% | −3,214−1.5% | Reduced |
| Bridgewater Associates, LP | 223,482 | $55.0M | 0.34% | −70,062−23.9% | Reduced |
| Darsana Capital Partners LP | 225,000 | $55.4M | 3.57% | +225,000 | New |
| Davenport & Co LLC | 226,141 | $55.7M | 0.42% | −4,343−1.9% | Reduced |
| HSBC Holdings PLC | 229,808 | $56.5M | 0.06% | +24,473+11.9% | Added |
| Credit Suisse AG | 230,016 | $56.6M | 0.06% | −17,194−7.0% | Reduced |
| New York State Common Retirement Fund | 234,400 | $57.7M | 0.07% | −6,790−2.8% | Reduced |
| Bank of Nova Scotia | 238,192 | $58.6M | 0.15% | +194,149+440.8% | Added |
| Natixis | 243,739 | $60.0M | 0.51% | +232,576+2,083.5% | Added |
| Citigroup Inc | 250,817 | $61.7M | 0.08% | +43,816+21.2% | Added |
| Fort Pitt Capital Group, LLC | 254,859 | $62.7M | 2.31% | +6,323+2.5% | Added |
| Bradley Foster & Sargent Inc | 257,444 | $63.4M | 1.33% | +165,534+180.1% | Added |
| Nicholas Company, Inc. | 267,475 | $65.8M | 1.26% | −250.0% | Reduced |
| Huntington National Bank | 273,033 | $67.2M | 0.62% | +9,995+3.8% | Added |
| California State Teachers Retirement System | 273,730 | $67.4M | 0.10% | −3,426−1.2% | Reduced |
| Scopus Asset Management, L.P. | 280,000 | $68.9M | 2.41% | +280,000 | New |
| Susquehanna International Group, LLP | 282,771 | $69.6M | 0.11% | +153,054+118.0% | Added |
| Douglas Lane & Associates, LLC | 287,367 | $70.7M | 1.14% | −11,912−4.0% | Reduced |
| National Pension Service | 301,327 | $74.4M | 0.12% | +20,959+7.5% | Added |
| Adage Capital Partners GP, L.L.C. | 309,435 | $76.2M | 0.17% | −102,113−24.8% | Reduced |
| Rhumbline Advisers | 309,951 | $76.3M | 0.09% | +5,224+1.7% | Added |
| Canada Pension Plan Investment Board | 321,308 | $79.1M | 0.12% | −5,350−1.6% | Reduced |
| Evercore Wealth Management, LLC | 333,734 | $82.1M | 1.51% | +1,415+0.4% | Added |
| Scharf Investments, LLC | 344,461 | $84.8M | 2.54% | −21,296−5.8% | Reduced |
| Junto Capital Management LP | 348,374 | $85.7M | 2.18% | +348,374 | New |
| Bank of Montreal | 349,402 | $86.2M | 0.05% | +169,922+94.7% | Added |
| Westfield Capital Management Co LP | 361,802 | $89.1M | 0.57% | +102,102+39.3% | Added |
| Marshall Wace, LLP | 366,463 | $90.2M | 0.19% | +360,951+6,548.5% | Added |
| Balyasny Asset Management LLC | 369,665 | $91.0M | 0.25% | +335,611+985.5% | Added |
| Ameriprise Financial Inc | 372,305 | $91.6M | 0.03% | +3,992+1.1% | Added |
| First Republic Investment Management, Inc. | 378,696 | $93.2M | 0.48% | −97,103−20.4% | Reduced |
| Raymond James & Associates | 385,343 | $94.8M | 0.08% | +2,347+0.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 389,306 | $95.8M | 0.07% | −51,001−11.6% | Reduced |
| Phoenix Holdings Ltd. | 398,648 | $98.1M | 2.06% | +397,648+39,764.8% | Added |
| Clearbridge Investments, LLC | 436,659 | $107.5M | 0.10% | +23,349+5.6% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 441,000 | $108.5M | 1.30% | +441,000 | New |
| Nuveen Asset Management, LLC | 477,260 | $117.5M | 0.04% | +2,908+0.6% | Added |
| Massachusetts Financial Services Co | 521,088 | $128.3M | 0.04% | −29,272−5.3% | Reduced |
| Bain Capital Public Equity Management II, LLC | 526,250 | $129.5M | 7.46% | +23,592+4.7% | Added |
| Goldman Sachs Group Inc | 559,219 | $137.6M | 0.04% | +56,661+11.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 592,121 | $145.7M | 3.11% | +592,121 | New |
| Van Eck Associates Corp | 594,192 | $146.2M | 0.32% | +87,002+17.2% | Added |
| Swiss National Bank | 599,600 | $147.6M | 0.10% | −59,200−9.0% | Reduced |
| Millennium Management LLC | 619,203 | $152.4M | 0.16% | +184,224+42.4% | Added |
| UBS Group AG | 633,172 | $155.8M | 0.07% | +86,766+15.9% | Added |
| California Public Employees Retirement System | 667,180 | $164.2M | 0.14% | −601−0.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 728,707 | $179.4M | 0.83% | +34,689+5.0% | Added |
| Dimensional Fund Advisors LP | 730,875 | $179.9M | 0.06% | −6,013−0.8% | Reduced |
| Amundi | 744,120 | $184.1M | 0.09% | +553,870+291.1% | Added |
| Deutsche Bank AG | 764,379 | $188.1M | 0.10% | +193,045+33.8% | Added |
| Wells Fargo & Company | 783,364 | $192.8M | 0.06% | −10,347−1.3% | Reduced |
| Holocene Advisors, LP | 796,935 | $196.1M | 0.86% | +80,656+11.3% | Added |