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, 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 | 1,038 | $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, 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 |
|---|---|---|---|---|---|
| Creative Planning | 49,725 | $12.2M | 0.02% | −4,876−8.9% | Reduced |
| Sirios Capital Management L P | 49,204 | $12.1M | 2.09% | −3,042−5.8% | Reduced |
| D.A. Davidson & Co. | 48,711 | $12.0M | 0.13% | −2,017−4.0% | Reduced |
| Cornerstone Capital, Inc. | 48,655 | $12.0M | 1.39% | −3,210−6.2% | Reduced |
| Leeward Investments, LLC - MA | 48,572 | $12.0M | 0.56% | −16,650−25.5% | Reduced |
| Macquarie Group Ltd | 48,032 | $11.8M | 0.01% | −28,351−37.1% | Reduced |
| Patten & Patten Inc | 47,823 | $11.8M | 0.97% | −200−0.4% | Reduced |
| Whittier Trust Co | 47,574 | $11.7M | 0.20% | +120.0% | Added |
| South Street Advisors LLC | 47,476 | $11.7M | 2.32% | −4,034−7.8% | Reduced |
| Arizona State Retirement System | 47,464 | $11.7M | 0.09% | +2,142+4.7% | Added |
| Tiaa, FSB | 47,205 | $11.6M | 0.04% | +45,518+2,698.2% | Added |
| Grassi Investment Management | 47,154 | $11.6M | 1.28% | −100−0.2% | Reduced |
| Bokf, NA | 46,847 | $11.5M | 0.23% | −614−1.3% | Reduced |
| Massmutual Trust Co FSB | 46,238 | $11.4M | 0.41% | +1,117+2.5% | Added |
| Old National Bancorp | 46,208 | $11.4M | 0.33% | +1,150+2.6% | Added |
| Landscape Capital Management, L.L.C. | 46,170 | $11.4M | 1.50% | +15,127+48.7% | Added |
| Infusive Asset Management Inc. | 52,741 | $11.4M | 8.67% | −15,612−22.8% | Reduced |
| Washington Trust Bank | 45,806 | $11.3M | 1.15% | +410+0.9% | Added |
| Empire Life Investments Inc. | 45,466 | $11.2M | 0.76% | +15,201+50.2% | Added |
| Cohen Capital Management, Inc. | 45,131 | $11.1M | 2.16% | 00.0% | Unchanged |
| State of Michigan Retirement System | 44,358 | $10.9M | 0.07% | −200−0.4% | Reduced |
| Stephens Inc | 44,350 | $10.9M | 0.20% | −105−0.2% | Reduced |
| State of Tennessee, Treasury Department | 44,325 | $10.9M | 0.05% | +18,220+69.8% | Added |
| Canandaigua National Bank & Trust Co | 42,863 | $10.5M | 1.71% | +120.0% | Added |
| American International Group, Inc. | 42,756 | $10.5M | 0.06% | +123+0.3% | Added |
| Guggenheim Capital LLC | 42,381 | $10.4M | 0.08% | +9,942+30.6% | Added |
| Advisors Capital Management, LLC | 42,261 | $10.4M | 0.25% | −616−1.4% | Reduced |
| Amalgamated Bank | 41,688 | $10.3M | 0.08% | −160−0.4% | Reduced |
| MetLife Investment Management | 41,400 | $10.2M | 0.07% | −275−0.7% | Reduced |
| Bridgecreek Investment Management, LLC | 41,320 | $10.2M | 1.95% | −380−0.9% | Reduced |
| Xponance, Inc. | 40,570 | $9.99M | 0.13% | +17,282+74.2% | Added |
| iA Global Asset Management Inc. | 38,743 | $9.54M | 0.25% | +38,743 | New |
| Standard Life Aberdeen plc | 38,479 | $9.47M | 0.02% | −461−1.2% | Reduced |
| Lighthouse Investment Partners, LLC | 38,100 | $9.38M | 0.71% | +38,100 | New |
| TD Waterhouse Canada Inc. | 33,769 | $9.35M | 0.09% | +1,105+3.4% | Added |
| First National Trust Co | 37,628 | $9.26M | 0.43% | −1,028−2.7% | Reduced |
| Mutual of America Capital Management LLC | 37,497 | $9.23M | 0.10% | +367+1.0% | Added |
| Dillon & Associates Inc | 37,333 | $9.18M | 1.69% | −1,298−3.4% | Reduced |
| BancorpSouth Bank | 35,782 | $8.81M | 0.77% | +371+1.0% | Added |
| Truist Financial Corp | 35,646 | $8.77M | 0.01% | +220+0.6% | Added |
| CIBC World Markets Inc. | 35,599 | $8.76M | 0.03% | −818−2.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,457 | $8.73M | 0.04% | +4,083+13.0% | Added |
| Calamos Wealth Management LLC | 35,205 | $8.67M | 0.64% | −125−0.4% | Reduced |
| Jacobs & Co | 35,111 | $8.64M | 1.03% | −139−0.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 34,035 | $8.38M | 0.17% | +14,667+75.7% | Added |
| Texas Permanent School Fund | 33,811 | $8.32M | 0.08% | −38−0.1% | Reduced |
| Mariner, LLC | 33,321 | $8.20M | 0.02% | −466−1.4% | Reduced |
| NS Partners Ltd | 32,785 | $8.07M | 0.42% | +8,275+33.8% | Added |
| IFM Investors Pty Ltd | 32,656 | $8.04M | 0.11% | +3,838+13.3% | Added |
| Roffman Miller Associates Inc | 32,417 | $7.98M | 0.60% | −907−2.7% | Reduced |
| First Financial Bank - Trust Division | 31,967 | $7.87M | 0.82% | +3,223+11.2% | Added |
| Chartwell Investment Partners, LLC | 31,640 | $7.79M | 0.28% | +1,586+5.3% | Added |
| USS Investment Management Ltd | 31,471 | $7.74M | 0.09% | +839+2.7% | Added |
| Bain Capital Public Equity, LP | 31,230 | $7.69M | 6.89% | +428+1.4% | Added |
| Moors & Cabot, Inc. | 31,169 | $7.67M | 0.51% | −1,153−3.6% | Reduced |
| Blair William & Co | 31,081 | $7.65M | 0.03% | +798+2.6% | Added |
| DnB Asset Management AS | 30,951 | $7.62M | 0.04% | −223−0.7% | Reduced |
| Factory Mutual Insurance Co | 30,800 | $7.58M | 0.11% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 27,819 | $7.45M | 0.43% | +4,323+18.4% | Added |
| Stonebridge Capital Advisors LLC | 29,826 | $7.34M | 0.78% | −174−0.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 29,479 | $7.26M | 0.09% | −10,600−26.4% | Reduced |
| CCM Investment Advisers LLC | 29,002 | $7.14M | 0.96% | −85−0.3% | Reduced |
| Vestcor Inc | 28,962 | $7.13M | 0.26% | +18,600+179.5% | Added |
| Forsta Ap-Fonden | 28,600 | $7.04M | 0.08% | −300−1.0% | Reduced |
| First American Bank | 28,584 | $7.04M | 0.61% | −786−2.7% | Reduced |
| Compass Wealth Management LLC | 28,510 | $7.02M | 2.12% | +614+2.2% | Added |
| Avantax Advisory Services, Inc. | 28,458 | $7.00M | 0.08% | +110.0% | Added |
| Alberta Investment Management Corp | 28,398 | $6.99M | 0.07% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,122 | $6.92M | 0.05% | +598+2.2% | Added |
| Appleton Partners Inc | 27,865 | $6.86M | 0.58% | +588+2.2% | Added |
| ProShare Advisors LLC | 27,707 | $6.82M | 0.02% | +1,985+7.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 27,461 | $6.76M | 0.02% | −6,550−19.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 26,800 | $6.60M | 0.08% | +9,800+57.6% | Added |
| FineMark National Bank & Trust | 26,713 | $6.57M | 0.27% | −850−3.1% | Reduced |
| Public Employees Retirement Association of Colorado | 26,571 | $6.54M | 0.03% | −110.0% | Reduced |
| Pinnacle Associates Ltd | 26,500 | $6.52M | 0.11% | −3,602−12.0% | Reduced |
| Great Lakes Advisors, LLC | 26,456 | $6.51M | 0.07% | +2,695+11.3% | Added |
| DekaBank Deutsche Girozentrale | 26,301 | $6.51M | 0.01% | −5,891−18.3% | Reduced |
| Utah Retirement Systems | 26,284 | $6.47M | 0.09% | −648−2.4% | Reduced |
| WSFS Capital Management, LLC | 26,025 | $6.41M | 0.60% | +548+2.2% | Added |
| Walleye Trading LLC | 25,778 | $6.34M | 0.33% | +966+3.9% | Added |
| Primecap Management Co | 25,700 | $6.33M | 0.01% | 00.0% | Unchanged |
| Telemus Capital, LLC | 25,695 | $6.32M | 0.53% | −747−2.8% | Reduced |
| WealthBridge Investment Counsel Inc. | 25,645 | $6.31M | 2.66% | +150+0.6% | Added |
| Legacy Private Trust Co. | 25,077 | $6.17M | 0.51% | −1,301−4.9% | Reduced |
| HGK Asset Management Inc | 25,036 | $6.16M | 1.96% | −2,465−9.0% | Reduced |
| Ethic Inc. | 24,960 | $6.14M | 0.23% | +5,441+27.9% | Added |
| Oak Harvest Investment Services | 24,818 | $6.11M | 1.37% | −4,797−16.2% | Reduced |
| First National Bank of Omaha | 24,672 | $6.07M | 0.35% | −1,090−4.2% | Reduced |
| Central Trust Co | 24,485 | $6.03M | 0.17% | +717+3.0% | Added |
| Assetmark, Inc | 24,347 | $5.99M | 0.02% | +4,592+23.2% | Added |
| Walleye Capital LLC | 24,116 | $5.94M | 0.10% | +24,116 | New |
| First Long Island Investors, LLC | 24,103 | $5.93M | 0.57% | +24,103 | New |
| Salem Investment Counselors Inc | 24,014 | $5.91M | 0.21% | −12,076−33.5% | Reduced |
| Peapack Gladstone Financial Corp | 23,977 | $5.90M | 0.11% | +163+0.7% | Added |
| CIBC Asset Management Inc | 23,800 | $5.86M | 0.02% | −265−1.1% | Reduced |
| Gibraltar Capital Management, Inc. | 23,644 | $5.82M | 2.58% | −174−0.7% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 23,614 | $5.82M | 0.74% | +7,751+48.9% | Added |
| GTS Securities LLC | 23,482 | $5.78M | 0.18% | +23,482 | New |
| Pacific Global Investment Management CO | 23,389 | $5.76M | 1.19% | −235−1.0% | Reduced |