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 |
|---|---|---|---|---|---|
| Westfield Capital Management Co LP | 349,382 | $87.8M | 0.60% | −12,420−3.4% | Reduced |
| Ameriprise Financial Inc | 350,545 | $88.0M | 0.03% | −21,760−5.8% | Reduced |
| First Republic Investment Management, Inc. | 352,604 | $88.6M | 0.25% | −26,092−6.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 352,792 | $88.7M | 2.07% | −239,329−40.4% | Reduced |
| TOMS Capital Investment Management LP | 358,000 | $90.0M | 8.37% | +358,000 | New |
| Adage Capital Partners GP, L.L.C. | 372,785 | $93.7M | 0.21% | +63,350+20.5% | Added |
| Raymond James & Associates | 377,850 | $95.0M | 0.08% | −7,493−1.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 386,383 | $97.1M | 0.08% | −2,923−0.8% | Reduced |
| Clearbridge Investments, LLC | 443,379 | $111.4M | 0.11% | +6,720+1.5% | Added |
| Nuveen Asset Management, LLC | 490,731 | $123.3M | 0.04% | +13,471+2.8% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 500,000 | $125.7M | 1.51% | +59,000+13.4% | Added |
| Massachusetts Financial Services Co | 504,879 | $126.9M | 0.04% | −16,209−3.1% | Reduced |
| Bain Capital Public Equity Management II, LLC | 526,167 | $132.2M | 7.09% | −830.0% | Reduced |
| Swiss National Bank | 530,700 | $133.4M | 0.10% | −68,900−11.5% | Reduced |
| Marshall Wace, LLP | 548,896 | $138.0M | 0.30% | +182,433+49.8% | Added |
| Phoenix Holdings Ltd. | 551,447 | $138.6M | 2.60% | +152,799+38.3% | Added |
| UBS Group AG | 568,882 | $143.0M | 0.07% | −64,290−10.2% | Reduced |
| Goldman Sachs Group Inc | 595,671 | $149.7M | 0.04% | +36,452+6.5% | Added |
| Citadel Advisors LLC | 639,603 | $160.8M | 0.17% | +576,371+911.5% | Added |
| Holocene Advisors, LP | 646,419 | $162.5M | 0.73% | −150,516−18.9% | Reduced |
| Deutsche Bank AG | 649,032 | $163.1M | 0.11% | −115,347−15.1% | Reduced |
| California Public Employees Retirement System | 716,087 | $180.0M | 0.15% | +48,907+7.3% | Added |
| Dimensional Fund Advisors LP | 737,303 | $185.3M | 0.06% | +6,428+0.9% | Added |
| Wells Fargo & Company | 738,847 | $185.7M | 0.06% | −44,517−5.7% | Reduced |
| Voya Investment Management LLC | 782,138 | $196.6M | 0.22% | −123,137−13.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 800,686 | $201.2M | 0.95% | +71,979+9.9% | Added |
| Darsana Capital Partners LP | 875,000 | $219.9M | 10.78% | +650,000+288.9% | Added |
| Legal & General Group Plc | 890,280 | $223.8M | 0.08% | −39,994−4.3% | Reduced |
| Barclays PLC | 942,234 | $236.8M | 0.15% | −1,995,336−67.9% | Reduced |
| Millennium Management LLC | 981,023 | $246.6M | 0.26% | +361,820+58.4% | Added |
| Charles Schwab Investment Management Inc | 1,015,105 | $255.1M | 0.07% | +85,330+9.2% | Added |
| Bank of New York Mellon Corp | 1,072,625 | $269.6M | 0.06% | −59,516−5.3% | Reduced |
| UBS Asset Management Americas Inc | 1,124,522 | $282.6M | 0.13% | +7,458+0.7% | Added |
| Neuberger Berman Group LLC | 1,225,087 | $307.9M | 0.28% | −2,790−0.2% | Reduced |
| Franklin Resources Inc | 1,233,138 | $309.9M | 0.16% | +5,178+0.4% | Added |
| Northern Trust Corp | 1,499,035 | $376.8M | 0.07% | +53,862+3.7% | Added |
| American Century Companies Inc | 1,512,705 | $380.2M | 0.29% | −172,778−10.3% | Reduced |
| Royal Bank of Canada | 1,753,321 | $440.7M | 0.13% | −86,593−4.7% | Reduced |
| Norges Bank | 1,812,265 | $455.5M | 0.09% | +80,327+4.6% | Added |
| Bank of America Corp | 1,826,698 | $459.1M | 0.06% | +26,079+1.4% | Added |
| Capital Research Global Investors | 1,990,879 | $500.4M | 0.14% | −18,134−0.9% | Reduced |
| Janus Henderson Group PLC | 2,024,157 | $508.7M | 0.33% | −59,874−2.9% | Reduced |
| FMR LLC | 2,128,850 | $535.0M | 0.05% | −429,975−16.8% | Reduced |
| Wellington Management Group LLP | 2,542,344 | $639.0M | 0.13% | −393,757−13.4% | Reduced |
| JPMorgan Chase & Co | 2,854,158 | $717.3M | 0.08% | −1,156,671−28.8% | Reduced |
| Geode Capital Management, LLC | 2,970,834 | $744.7M | 0.09% | +63,388+2.2% | Added |
| Alliancebernstein L.P. | 3,027,474 | $760.9M | 0.32% | +14,646+0.5% | Added |
| Invesco Ltd. | 3,034,641 | $762.7M | 0.21% | −120,913−3.8% | Reduced |
| Aristotle Capital Management, LLC | 3,362,053 | $845.0M | 1.82% | −105,617−3.0% | Reduced |
| Morgan Stanley | 4,050,468 | $1.02B | 0.10% | +58,518+1.5% | Added |
| Price T Rowe Associates Inc | 5,953,551 | $1.50B | 0.22% | −699,238−10.5% | Reduced |
| State Street Corp | 6,805,278 | $1.71B | 0.09% | −130,750−1.9% | Reduced |
| Capital World Investors | 8,312,793 | $2.09B | 0.41% | +2,164,454+35.2% | Added |
| Capital International Investors | 9,012,745 | $2.27B | 0.57% | +1,109,497+14.0% | Added |
| BlackRock Inc. | 11,084,222 | $2.79B | 0.08% | −209,860−1.9% | Reduced |
| Vanguard Group Inc | 13,571,835 | $3.41B | 0.08% | +24,696+0.2% | Added |
| Natixis | 0 | $0 | 0.00% | −243,739−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −179,750−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −66,611−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −51,113−100.0% | Sold out |
| Primecap Management Co | 0 | $0 | 0.00% | −25,700−100.0% | Sold out |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −23,614−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −16,115−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −10,234−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −9,687−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −8,369−100.0% | Sold out |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 0 | $0 | 0.00% | −5,283−100.0% | Sold out |
| Wealth Advisors of Tampa Bay, LLC | 0 | $0 | 0.00% | −5,235−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −5,218−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −3,268−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −2,866−100.0% | Sold out |
| Zenyatta Capital Management LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Guardian Capital Advisors LP | 0 | $0 | 0.00% | −2,260−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −2,242−100.0% | Sold out |
| Harvey Capital Management Inc | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,806−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,723−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −1,612−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| China Universal Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,436−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −1,324−100.0% | Sold out |
| Inlet Private Wealth, LLC | 0 | $0 | 0.00% | −1,318−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −1,104−100.0% | Sold out |
| Claybrook Capital, LLC | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −957−100.0% | Sold out |
| Arvest Trust Co N A | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −988−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −986−100.0% | Sold out |