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, 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
- 142.3M
- −653.0K (−0.5%) vs. Q2 2023
- Total value
- $35.8B
- +$627.0M (+1.8%) vs. Q2 2023
- New holders
- 117
- 461 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 | 1,039 | $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, 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 |
|---|---|---|---|---|---|
| Ilmarinen Mutual Pension Insurance Co | 34,200 | $8.60M | 0.11% | +7,400+27.6% | Added |
| Bain Capital Public Equity, LP | 34,284 | $8.62M | 7.51% | +3,054+9.8% | Added |
| CIBC World Markets Inc. | 34,455 | $8.66M | 0.03% | −1,144−3.2% | Reduced |
| Jacobs & Co | 34,538 | $8.68M | 1.08% | −573−1.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,579 | $8.69M | 0.12% | +5,100+17.3% | Added |
| Calamos Wealth Management LLC | 35,213 | $8.85M | 0.67% | +80.0% | Added |
| BancorpSouth Bank | 35,693 | $8.97M | 0.79% | −89−0.2% | Reduced |
| Mutual of America Capital Management LLC | 36,764 | $9.24M | 0.11% | −733−2.0% | Reduced |
| First National Trust Co | 37,722 | $9.48M | 0.45% | +94+0.2% | Added |
| Dillon & Associates Inc | 38,320 | $9.62M | 1.85% | +987+2.6% | Added |
| Standard Life Aberdeen plc | 38,413 | $9.65M | 0.02% | −66−0.2% | Reduced |
| CIBC World Markets Corp | 39,234 | $9.86M | 0.10% | +20,341+107.7% | Added |
| Xponance, Inc. | 39,534 | $9.94M | 0.14% | −1,036−2.6% | Reduced |
| Verition Fund Management LLC | 39,650 | $9.97M | 0.13% | +33,103+505.6% | Added |
| Macquarie Group Ltd | 39,963 | $10.0M | 0.01% | −8,069−16.8% | Reduced |
| Bridgecreek Investment Management, LLC | 40,085 | $10.1M | 2.06% | −1,235−3.0% | Reduced |
| MetLife Investment Management | 40,565 | $10.2M | 0.08% | −835−2.0% | Reduced |
| Ninety One SA (PTY) Ltd | 40,916 | $10.3M | 2.00% | +40,916 | New |
| ING Groep NV | 41,250 | $10.4M | 0.09% | +41,250 | New |
| Abn Amro Investment Solutions | 41,252 | $10.4M | 0.20% | −19,593−32.2% | Reduced |
| Amalgamated Bank | 41,456 | $10.4M | 0.09% | −232−0.6% | Reduced |
| Truist Financial Corp | 41,688 | $10.5M | 0.02% | +6,042+17.0% | Added |
| American International Group, Inc. | 41,969 | $10.5M | 0.07% | −787−1.8% | Reduced |
| Patten & Patten Inc | 42,488 | $10.7M | 0.94% | −5,335−11.2% | Reduced |
| Canandaigua National Bank & Trust Co | 42,836 | $10.8M | 1.74% | −27−0.1% | Reduced |
| Stephens Inc | 43,357 | $10.9M | 0.21% | −993−2.2% | Reduced |
| Bokf, NA | 47,018 | $11.0M | 0.24% | +171+0.4% | Added |
| State of Michigan Retirement System | 44,258 | $11.1M | 0.07% | −100−0.2% | Reduced |
| Washington Trust Bank | 44,830 | $11.3M | 1.18% | −976−2.1% | Reduced |
| Cohen Capital Management, Inc. | 45,131 | $11.3M | 2.32% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 45,406 | $11.4M | 0.84% | −60−0.1% | Reduced |
| DuPont Capital Management Corp | 45,826 | $11.5M | 1.01% | +27,273+147.0% | Added |
| Sirios Capital Management L P | 46,064 | $11.6M | 2.19% | −3,140−6.4% | Reduced |
| Vontobel Holding Ltd. | 46,218 | $11.6M | 0.11% | −5,615−10.8% | Reduced |
| Old National Bancorp | 46,438 | $11.7M | 0.34% | +230+0.5% | Added |
| Arizona State Retirement System | 46,695 | $11.7M | 0.10% | −769−1.6% | Reduced |
| Walleye Trading LLC | 46,904 | $11.8M | 0.28% | +21,126+82.0% | Added |
| Tiaa Trust, National Association | 47,006 | $11.8M | 0.04% | +47,006 | New |
| Grassi Investment Management | 47,154 | $11.9M | 1.36% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47,256 | $11.9M | 0.44% | +1,018+2.2% | Added |
| D.A. Davidson & Co. | 47,446 | $11.9M | 0.13% | −1,265−2.6% | Reduced |
| Whittier Trust Co | 47,602 | $12.0M | 0.21% | +28+0.1% | Added |
| Cornerstone Capital, Inc. | 47,808 | $12.0M | 1.45% | −847−1.7% | Reduced |
| Leeward Investments, LLC - MA | 48,053 | $12.1M | 0.62% | −519−1.1% | Reduced |
| South Street Advisors LLC | 48,199 | $12.1M | 2.43% | +723+1.5% | Added |
| Assenagon Asset Management S.A. | 48,234 | $12.1M | 0.04% | −110,003−69.5% | Reduced |
| National Bank of Canada | 49,202 | $12.2M | 0.02% | −5,473−10.0% | Reduced |
| Gabelli Funds LLC | 48,800 | $12.3M | 0.10% | −2,600−5.1% | Reduced |
| 2Xideas AG | 49,006 | $12.3M | 1.36% | −2,680−5.2% | Reduced |
| Lighthouse Investment Partners, LLC | 50,000 | $12.6M | 0.75% | +11,900+31.2% | Added |
| Erste Asset Management GmbH | 50,120 | $12.6M | 0.22% | +50,120 | New |
| Copeland Capital Management, LLC | 53,118 | $13.4M | 0.29% | +909+1.7% | Added |
| Victory Capital Management Inc | 53,553 | $13.5M | 0.02% | −6,098−10.2% | Reduced |
| TD Asset Management Inc | 54,216 | $13.6M | 0.02% | −948−1.7% | Reduced |
| Maple Capital Management, Inc. | 54,393 | $13.7M | 1.56% | +351+0.6% | Added |
| First Trust Advisors LP | 54,687 | $13.7M | 0.02% | +41,191+305.2% | Added |
| Segall Bryant & Hamill, LLC | 55,330 | $13.9M | 0.16% | +51,717+1,431.4% | Added |
| Cullen/Frost Bankers, Inc. | 55,646 | $14.0M | 0.24% | +34+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 55,903 | $14.1M | 0.14% | −2,461−4.2% | Reduced |
| Walleye Capital LLC | 56,377 | $14.2M | 0.21% | +32,261+133.8% | Added |
| Landscape Capital Management, L.L.C. | 56,839 | $14.3M | 1.89% | +10,669+23.1% | Added |
| TD Waterhouse Canada Inc. | 49,074 | $14.4M | 0.15% | +15,305+45.3% | Added |
| Lido Advisors, LLC | 58,866 | $14.8M | 0.17% | +1,404+2.4% | Added |
| Advisors Capital Management, LLC | 59,028 | $14.8M | 0.38% | +16,767+39.7% | Added |
| Infusive Asset Management Inc. | 59,474 | $14.9M | 9.67% | +6,733+12.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 59,892 | $15.1M | 0.03% | +420+0.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 61,121 | $15.4M | 1.00% | −24,022−28.2% | Reduced |
| Azimuth Capital Investment Management LLC | 61,810 | $15.5M | 0.77% | +530+0.9% | Added |
| Braun Stacey Associates Inc | 61,924 | $15.6M | 0.76% | +61,924 | New |
| Russell Investments Group, Ltd. | 62,133 | $15.6M | 0.03% | +237+0.4% | Added |
| Van Eck Associates Corp | 62,728 | $15.8M | 0.03% | −531,464−89.4% | Reduced |
| Nisa Investment Advisors, LLC | 63,311 | $15.9M | 0.12% | −3,050−4.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 63,451 | $15.9M | 0.04% | +3,954+6.6% | Added |
| ExodusPoint Capital Management, LP | 63,735 | $16.0M | 0.21% | +52,981+492.7% | Added |
| Wesbanco Bank Inc | 63,858 | $16.0M | 0.70% | −4,169−6.1% | Reduced |
| Howe & Rusling Inc | 64,745 | $16.3M | 1.92% | −719−1.1% | Reduced |
| Comerica Bank | 64,840 | $16.3M | 0.08% | −54,941−45.9% | Reduced |
| Asset Management One Co.,Ltd. | 66,047 | $16.6M | 0.07% | −292−0.4% | Reduced |
| Gradient Investments LLC | 66,286 | $16.7M | 0.44% | −1,203−1.8% | Reduced |
| Royal London Asset Management Ltd | 66,390 | $16.7M | 0.05% | +1,686+2.6% | Added |
| Stock Yards Bank & Trust Co | 66,731 | $16.8M | 0.65% | −843−1.2% | Reduced |
| Capital International Inc | 66,866 | $16.8M | 0.32% | +2,907+4.5% | Added |
| Exencial Wealth Advisors, LLC | 67,186 | $16.9M | 0.82% | +586+0.9% | Added |
| Sit Investment Associates Inc | 67,302 | $16.9M | 0.46% | +430+0.6% | Added |
| Putnam Investments LLC | 68,263 | $17.2M | 0.03% | −4,558−6.3% | Reduced |
| Applied Finance Capital Management, LLC | 68,388 | $17.2M | 1.87% | +3,075+4.7% | Added |
| Tocqueville Asset Management L.P. | 71,074 | $17.9M | 0.34% | +555+0.8% | Added |
| Glenview Trust Co | 71,184 | $17.9M | 0.49% | +2,848+4.2% | Added |
| Ninety One UK Ltd | 72,337 | $18.2M | 0.06% | +72,337 | New |
| Treasurer of the State of North Carolina | 72,825 | $18.3M | 0.10% | +3,820+5.5% | Added |
| Strategic Investment Solutions, Inc. | 71,668 | $18.7M | 0.23% | +70,532+6,208.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 75,146 | $18.9M | 2.83% | −137−0.2% | Reduced |
| Cerity Partners LLC | 75,338 | $18.9M | 0.09% | +2,992+4.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 75,714 | $19.0M | 0.03% | −9,000−10.6% | Reduced |
| Smith, Salley & Associates | 75,900 | $19.1M | 1.42% | +3,073+4.2% | Added |
| Welch & Forbes LLC | 78,141 | $19.6M | 0.32% | +308+0.4% | Added |
| Davidson Investment Advisors | 78,637 | $19.8M | 1.26% | +1,578+2.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 79,277 | $19.9M | 0.10% | +15,688+24.7% | Added |
| Qube Research & Technologies Ltd | 79,620 | $20.0M | 0.06% | +59,059+287.2% | Added |
| Creative Planning | 79,692 | $20.0M | 0.03% | +29,967+60.3% | Added |