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, Q3 2023
Institutional positions in Constellation Brands, Inc. as of Sep 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
- 1,256
- +44 vs. Q2 2023
- Shares held
- 142.9M
- −124.1K (−0.1%) vs. Q2 2023
- Total value
- $35.9B
- +$760.7M (+2.2%) vs. Q2 2023
- New holders
- 117
- 462 more added
- Sold out
- 73
- 481 more reduced
17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,571,835 | $3.41B | 0.08% | +24,696+0.2% | Added |
| BlackRock Inc. | 11,084,222 | $2.79B | 0.08% | −209,860−1.9% | Reduced |
| Capital International Investors | 9,012,745 | $2.27B | 0.57% | +1,109,497+14.0% | Added |
| Capital World Investors | 8,312,793 | $2.09B | 0.41% | +2,164,454+35.2% | Added |
| State Street Corp | 6,805,278 | $1.71B | 0.09% | −130,750−1.9% | Reduced |
| Price T Rowe Associates Inc | 5,953,551 | $1.50B | 0.22% | −699,238−10.5% | Reduced |
| Morgan Stanley | 4,050,468 | $1.02B | 0.10% | +58,518+1.5% | Added |
| Aristotle Capital Management, LLC | 3,362,053 | $845.0M | 1.82% | −105,617−3.0% | Reduced |
| Invesco Ltd. | 3,034,641 | $762.7M | 0.21% | −120,913−3.8% | Reduced |
| Alliancebernstein L.P. | 3,027,474 | $760.9M | 0.32% | +14,646+0.5% | Added |
| Geode Capital Management, LLC | 2,970,834 | $744.7M | 0.09% | +63,388+2.2% | Added |
| JPMorgan Chase & Co | 2,854,158 | $717.3M | 0.08% | −1,156,671−28.8% | Reduced |
| Wellington Management Group LLP | 2,542,344 | $639.0M | 0.13% | −393,757−13.4% | Reduced |
| FMR LLC | 2,128,850 | $535.0M | 0.05% | −429,975−16.8% | Reduced |
| Janus Henderson Group PLC | 2,024,157 | $508.7M | 0.33% | −59,874−2.9% | Reduced |
| Capital Research Global Investors | 1,990,879 | $500.4M | 0.14% | −18,134−0.9% | Reduced |
| Bank of America Corp | 1,826,698 | $459.1M | 0.06% | +26,079+1.4% | Added |
| Norges Bank | 1,812,265 | $455.5M | 0.09% | +80,327+4.6% | Added |
| Royal Bank of Canada | 1,753,321 | $440.7M | 0.13% | −86,593−4.7% | Reduced |
| American Century Companies Inc | 1,512,705 | $380.2M | 0.29% | −172,778−10.3% | Reduced |
| Northern Trust Corp | 1,499,035 | $376.8M | 0.07% | +53,862+3.7% | Added |
| Franklin Resources Inc | 1,233,138 | $309.9M | 0.16% | +5,178+0.4% | Added |
| Neuberger Berman Group LLC | 1,225,087 | $307.9M | 0.28% | −2,790−0.2% | Reduced |
| UBS Asset Management Americas Inc | 1,124,522 | $282.6M | 0.13% | +7,458+0.7% | Added |
| Phoenix Holdings Ltd. | 1,102,894 | $277.2M | 2.60% | +704,246+176.7% | Added |
| Bank of New York Mellon Corp | 1,072,625 | $269.6M | 0.06% | −59,516−5.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,015,105 | $255.1M | 0.07% | +85,330+9.2% | Added |
| Millennium Management LLC | 981,023 | $246.6M | 0.26% | +361,820+58.4% | Added |
| Barclays PLC | 942,234 | $236.8M | 0.15% | −1,995,336−67.9% | Reduced |
| Legal & General Group Plc | 890,280 | $223.8M | 0.08% | −39,994−4.3% | Reduced |
| Darsana Capital Partners LP | 875,000 | $219.9M | 10.78% | +650,000+288.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 800,686 | $201.2M | 0.95% | +71,979+9.9% | Added |
| Voya Investment Management LLC | 782,138 | $196.6M | 0.22% | −123,137−13.6% | Reduced |
| Wells Fargo & Company | 738,847 | $185.7M | 0.06% | −44,517−5.7% | Reduced |
| Dimensional Fund Advisors LP | 737,303 | $185.3M | 0.06% | +6,428+0.9% | Added |
| California Public Employees Retirement System | 716,087 | $180.0M | 0.15% | +48,907+7.3% | Added |
| Deutsche Bank AG | 649,032 | $163.1M | 0.11% | −115,347−15.1% | Reduced |
| Holocene Advisors, LP | 646,419 | $162.5M | 0.73% | −150,516−18.9% | Reduced |
| Citadel Advisors LLC | 639,603 | $160.8M | 0.17% | +576,371+911.5% | Added |
| Goldman Sachs Group Inc | 595,671 | $149.7M | 0.04% | +36,452+6.5% | Added |
| UBS Group AG | 568,882 | $143.0M | 0.07% | −64,290−10.2% | Reduced |
| Marshall Wace, LLP | 548,896 | $138.0M | 0.30% | +182,433+49.8% | Added |
| Swiss National Bank | 530,700 | $133.4M | 0.10% | −68,900−11.5% | Reduced |
| Bain Capital Public Equity Management II, LLC | 526,167 | $132.2M | 7.09% | −830.0% | Reduced |
| Massachusetts Financial Services Co | 504,879 | $126.9M | 0.04% | −16,209−3.1% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 500,000 | $125.7M | 1.51% | +59,000+13.4% | Added |
| Nuveen Asset Management, LLC | 490,731 | $123.3M | 0.04% | +13,471+2.8% | Added |
| Clearbridge Investments, LLC | 443,379 | $111.4M | 0.11% | +6,720+1.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 386,383 | $97.1M | 0.08% | −2,923−0.8% | Reduced |
| Raymond James & Associates | 377,850 | $95.0M | 0.08% | −7,493−1.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 372,785 | $93.7M | 0.21% | +63,350+20.5% | Added |
| TOMS Capital Investment Management LP | 358,000 | $90.0M | 8.37% | +358,000 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 352,792 | $88.7M | 2.07% | −239,329−40.4% | Reduced |
| First Republic Investment Management, Inc. | 352,604 | $88.6M | 0.25% | −26,092−6.9% | Reduced |
| Ameriprise Financial Inc | 350,545 | $88.0M | 0.03% | −21,760−5.8% | Reduced |
| Westfield Capital Management Co LP | 349,382 | $87.8M | 0.60% | −12,420−3.4% | Reduced |
| Balyasny Asset Management LLC | 347,668 | $87.4M | 0.24% | −21,997−6.0% | Reduced |
| Evercore Wealth Management, LLC | 335,469 | $84.3M | 1.58% | +1,735+0.5% | Added |
| Canada Pension Plan Investment Board | 321,308 | $80.8M | 0.12% | 00.0% | Unchanged |
| Rhumbline Advisers | 313,765 | $78.9M | 0.09% | +3,814+1.2% | Added |
| National Pension Service | 306,059 | $77.6M | 0.12% | +4,732+1.6% | Added |
| Amundi | 317,338 | $73.5M | 0.04% | −426,782−57.4% | Reduced |
| Douglas Lane & Associates, LLC | 276,677 | $69.5M | 1.17% | −10,690−3.7% | Reduced |
| Bank of Montreal | 265,961 | $69.3M | 0.03% | −83,441−23.9% | Reduced |
| Junto Capital Management LP | 272,522 | $68.5M | 1.62% | −75,852−21.8% | Reduced |
| California State Teachers Retirement System | 270,786 | $68.1M | 0.10% | −2,944−1.1% | Reduced |
| Scopus Asset Management, L.P. | 270,000 | $67.9M | 2.57% | −10,000−3.6% | Reduced |
| Nicholas Company, Inc. | 267,475 | $67.2M | 1.35% | 00.0% | Unchanged |
| Huntington National Bank | 266,919 | $67.1M | 0.67% | −6,114−2.2% | Reduced |
| Fort Pitt Capital Group, LLC | 258,773 | $65.0M | 2.44% | +3,914+1.5% | Added |
| Squarepoint Ops LLC | 258,352 | $64.9M | 0.31% | +67,353+35.3% | Added |
| Bradley Foster & Sargent Inc | 257,444 | $63.4M | 1.33% | 00.0% | Unchanged |
| Bank of Nova Scotia | 240,048 | $60.3M | 0.16% | +1,856+0.8% | Added |
| Bridgewater Associates, LP | 238,961 | $60.1M | 0.36% | +15,479+6.9% | Added |
| Cubist Systematic Strategies, LLC | 233,694 | $58.7M | 0.73% | +233,694 | New |
| Envestnet Asset Management Inc | 233,654 | $58.7M | 0.03% | +51,041+28.0% | Added |
| HSBC Holdings PLC | 232,888 | $58.5M | 0.06% | +3,080+1.3% | Added |
| New York State Common Retirement Fund | 230,412 | $57.9M | 0.08% | −3,988−1.7% | Reduced |
| Credit Suisse AG | 229,308 | $57.6M | 0.06% | −708−0.3% | Reduced |
| HighTower Advisors, LLC | 218,190 | $55.0M | 0.10% | +89,822+70.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 215,909 | $54.3M | 0.18% | +215,909 | New |
| Cambiar Investors LLC | 214,832 | $54.0M | 2.29% | −3,239−1.5% | Reduced |
| Susquehanna International Group, LLP | 214,078 | $53.8M | 0.08% | −68,693−24.3% | Reduced |
| Jane Street Group, LLC | 201,908 | $50.7M | 0.08% | +71,097+54.4% | Added |
| Employees Retirement System of Texas | 194,000 | $48.8M | 0.72% | +33,000+20.5% | Added |
| CI Private Wealth, LLC | 189,479 | $47.6M | 0.11% | −19,339−9.3% | Reduced |
| Stifel Financial Corp | 186,634 | $46.9M | 0.07% | −837−0.4% | Reduced |
| Principal Financial Group Inc | 181,666 | $45.7M | 0.03% | +706+0.4% | Added |
| Fort Washington Investment Advisors Inc | 181,007 | $45.5M | 0.34% | +6,979+4.0% | Added |
| State of Wisconsin Investment Board | 179,439 | $45.1M | 0.14% | +92,969+107.5% | Added |
| Retirement Systems of Alabama | 179,172 | $45.0M | 0.21% | −175−0.1% | Reduced |
| Manning & Napier Group, LLC | 175,100 | $44.0M | 0.55% | −5,176−2.9% | Reduced |
| Candlestick Capital Management LP | 175,000 | $44.0M | 1.75% | +175,000 | New |
| Ami Asset Management Corp | 170,503 | $42.9M | 2.65% | +4,450+2.7% | Added |
| Interval Partners, LP | 169,935 | $42.7M | 1.75% | −20,719−10.9% | Reduced |
| Federated Hermes, Inc. | 168,375 | $42.3M | 0.11% | +5,632+3.5% | Added |
| Rokos Capital Management LLP | 166,120 | $42.0M | 1.53% | +58,218+54.0% | Added |
| Mackenzie Financial Corp | 168,003 | $41.7M | 0.07% | −6,230−3.6% | Reduced |
| Freshford Capital Management, LLC | 165,927 | $41.7M | 6.93% | −13,746−7.7% | Reduced |
| Toronto Dominion Bank | 165,010 | $41.5M | 0.03% | −60,934−27.0% | Reduced |