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, Q4 2023
Institutional positions in Constellation Brands, Inc. as of Dec 31, 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
- 1,300
- +61 vs. Q3 2023
- Shares held
- 148.2M
- +5.68M (+4.0%) vs. Q3 2023
- Total value
- $35.8B
- +$14.0M (0.0%) vs. Q3 2023
- New holders
- 148
- 498 more added
- Sold out
- 87
- 459 more reduced
17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,242,902 | $3.20B | 0.07% | −328,933−2.4% | Reduced |
| BlackRock Inc. | 10,760,817 | $2.60B | 0.07% | −323,405−2.9% | Reduced |
| Morgan Stanley | 8,536,792 | $2.06B | 0.09% | +4,486,324+110.8% | Added |
| Capital International Investors | 8,380,540 | $2.03B | 0.45% | −632,205−7.0% | Reduced |
| Capital World Investors | 8,317,120 | $2.01B | 0.36% | +4,327+0.1% | Added |
| State Street Corp | 6,844,624 | $1.65B | 0.08% | +39,346+0.6% | Added |
| JPMorgan Chase & Co | 5,386,728 | $1.30B | 0.07% | +2,532,570+88.7% | Added |
| Aristotle Capital Management, LLC | 3,220,406 | $778.5M | 1.52% | −141,647−4.2% | Reduced |
| Alliancebernstein L.P. | 3,167,378 | $765.7M | 0.29% | +139,904+4.6% | Added |
| Invesco Ltd. | 3,140,763 | $759.3M | 0.18% | +106,122+3.5% | Added |
| Geode Capital Management, LLC | 3,038,075 | $732.1M | 0.08% | +67,241+2.3% | Added |
| Price T Rowe Associates Inc | 2,471,782 | $597.6M | 0.08% | −3,481,769−58.5% | Reduced |
| Janus Henderson Group PLC | 2,255,560 | $545.3M | 0.33% | +231,403+11.4% | Added |
| Capital Research Global Investors | 2,247,617 | $543.4M | 0.13% | +256,738+12.9% | Added |
| FMR LLC | 1,938,011 | $468.5M | 0.04% | −190,839−9.0% | Reduced |
| Norges Bank | 1,835,963 | $443.8M | 0.08% | +23,698+1.3% | Added |
| Bank of America Corp | 1,775,953 | $429.3M | 0.05% | −50,745−2.8% | Reduced |
| Wellington Management Group LLP | 1,626,605 | $393.2M | 0.07% | −915,739−36.0% | Reduced |
| Royal Bank of Canada | 1,575,103 | $380.8M | 0.09% | −178,218−10.2% | Reduced |
| Northern Trust Corp | 1,457,832 | $352.4M | 0.06% | −41,203−2.7% | Reduced |
| Marshall Wace, LLP | 1,408,103 | $340.4M | 0.65% | +859,207+156.5% | Added |
| Citadel Advisors LLC | 1,391,932 | $336.5M | 0.34% | +752,329+117.6% | Added |
| Charles Schwab Investment Management Inc | 1,403,495 | $335.4M | 0.09% | +388,390+38.3% | Added |
| American Century Companies Inc | 1,387,377 | $335.4M | 0.23% | −125,328−8.3% | Reduced |
| Darsana Capital Partners LP | 1,300,000 | $314.3M | 11.21% | +425,000+48.6% | Added |
| UBS Asset Management Americas Inc | 1,192,504 | $288.3M | 0.11% | +67,982+6.0% | Added |
| Bank of New York Mellon Corp | 1,084,825 | $262.3M | 0.05% | +12,200+1.1% | Added |
| Sculptor Capital LP | 1,000,000 | $241.8M | 6.08% | +1,000,000 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 980,333 | $237.0M | 1.05% | +179,647+22.4% | Added |
| Franklin Resources Inc | 974,847 | $235.7M | 0.11% | −258,291−20.9% | Reduced |
| Legal & General Group Plc | 966,294 | $233.6M | 0.07% | +76,014+8.5% | Added |
| Voya Investment Management LLC | 827,045 | $199.5M | 0.21% | +44,907+5.7% | Added |
| Wells Fargo & Company | 742,735 | $179.6M | 0.05% | +3,888+0.5% | Added |
| Deutsche Bank AG | 741,149 | $179.2M | 0.09% | +92,117+14.2% | Added |
| California Public Employees Retirement System | 730,568 | $176.6M | 0.13% | +14,481+2.0% | Added |
| Neuberger Berman Group LLC | 676,133 | $163.5M | 0.14% | −548,954−44.8% | Reduced |
| Goldman Sachs Group Inc | 666,551 | $161.1M | 0.04% | +70,880+11.9% | Added |
| Boston Partners | 646,708 | $156.4M | 0.21% | +646,708 | New |
| UBS Group AG | 644,706 | $155.9M | 0.06% | +75,824+13.3% | Added |
| Dimensional Fund Advisors LP | 639,690 | $154.7M | 0.05% | −97,613−13.2% | Reduced |
| Bain Capital Public Equity Management II, LLC | 630,515 | $152.4M | 6.74% | +104,348+19.8% | Added |
| Adage Capital Partners GP, L.L.C. | 571,351 | $138.1M | 0.29% | +198,566+53.3% | Added |
| Bank of Montreal | 565,469 | $137.0M | 0.04% | +299,508+112.6% | Added |
| Qube Research & Technologies Ltd | 541,422 | $130.9M | 0.30% | +461,802+580.0% | Added |
| Junto Capital Management LP | 538,112 | $130.1M | 3.00% | +265,590+97.5% | Added |
| Swiss National Bank | 516,800 | $124.9M | 0.09% | −13,900−2.6% | Reduced |
| ExodusPoint Capital Management, LP | 515,246 | $124.6M | 1.55% | +451,511+708.4% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 507,000 | $122.6M | 1.35% | +7,000+1.4% | Added |
| Clearbridge Investments, LLC | 497,756 | $120.3M | 0.10% | +54,377+12.3% | Added |
| Nuveen Asset Management, LLC | 495,480 | $119.8M | 0.04% | +4,749+1.0% | Added |
| Massachusetts Financial Services Co | 491,139 | $118.7M | 0.04% | −13,740−2.7% | Reduced |
| Millennium Management LLC | 480,404 | $116.1M | 0.11% | −500,619−51.0% | Reduced |
| TOMS Capital Investment Management LP | 447,000 | $108.1M | 8.79% | +89,000+24.9% | Added |
| Westfield Capital Management Co LP | 435,356 | $105.2M | 0.61% | +85,974+24.6% | Added |
| Barclays PLC | 409,049 | $98.9M | 0.05% | −533,185−56.6% | Reduced |
| Raymond James & Associates | 385,043 | $93.1M | 0.07% | +7,193+1.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 383,309 | $92.7M | 0.07% | −3,074−0.8% | Reduced |
| Amundi | 360,818 | $91.5M | 0.04% | +43,480+13.7% | Added |
| Ameriprise Financial Inc | 352,626 | $85.2M | 0.03% | +2,081+0.6% | Added |
| Palestra Capital Management LLC | 344,137 | $83.2M | 4.13% | +344,137 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 341,492 | $82.6M | 1.70% | −11,300−3.2% | Reduced |
| Evercore Wealth Management, LLC | 338,710 | $81.9M | 1.37% | +3,241+1.0% | Added |
| Balyasny Asset Management LLC | 336,316 | $81.3M | 0.23% | −11,352−3.3% | Reduced |
| Fort Pitt Capital Group, LLC | 329,099 | $79.6M | 2.61% | +70,326+27.2% | Added |
| National Pension Service | 313,320 | $75.7M | 0.11% | +7,261+2.4% | Added |
| Rhumbline Advisers | 311,902 | $75.4M | 0.08% | −1,863−0.6% | Reduced |
| Canada Pension Plan Investment Board | 298,130 | $72.1M | 0.09% | −23,178−7.2% | Reduced |
| Bridgewater Associates, LP | 289,020 | $69.9M | 0.39% | +50,059+20.9% | Added |
| California State Teachers Retirement System | 279,113 | $67.5M | 0.09% | +8,327+3.1% | Added |
| Huntington National Bank | 273,181 | $66.0M | 0.60% | +6,262+2.3% | Added |
| Bradley Foster & Sargent Inc | 269,149 | $65.1M | 1.26% | +11,705+4.5% | Added |
| Nicholas Company, Inc. | 267,465 | $64.7M | 1.14% | −100.0% | Reduced |
| Twinbeech Capital LP | 266,566 | $64.4M | 1.04% | +266,566 | New |
| Douglas Lane & Associates, LLC | 258,486 | $62.5M | 0.96% | −18,191−6.6% | Reduced |
| Epoch Investment Partners, Inc. | 252,820 | $61.1M | 0.28% | +90,436+55.7% | Added |
| KBC Group NV | 250,945 | $60.7M | 0.22% | +147,844+143.4% | Added |
| Envestnet Asset Management Inc | 245,550 | $59.4M | 0.02% | +11,896+5.1% | Added |
| CI Private Wealth, LLC | 234,108 | $56.6M | 0.10% | +44,629+23.6% | Added |
| HSBC Holdings PLC | 234,002 | $56.6M | 0.05% | +1,114+0.5% | Added |
| Scopus Asset Management, L.P. | 230,000 | $55.6M | 2.35% | −40,000−14.8% | Reduced |
| Credit Suisse AG | 228,336 | $55.2M | 0.05% | −972−0.4% | Reduced |
| HighTower Advisors, LLC | 225,516 | $54.4M | 0.09% | +7,326+3.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 217,084 | $52.5M | 0.15% | +1,175+0.5% | Added |
| Cambiar Investors LLC | 213,220 | $51.5M | 2.03% | −1,612−0.8% | Reduced |
| Manning & Napier Group, LLC | 212,415 | $51.4M | 0.61% | +37,315+21.3% | Added |
| New York State Common Retirement Fund | 210,294 | $50.8M | 0.07% | −20,118−8.7% | Reduced |
| Principal Financial Group Inc | 204,311 | $49.4M | 0.03% | +22,645+12.5% | Added |
| Northwestern Mutual Wealth Management Co | 195,403 | $47.2M | 0.05% | +65,198+50.1% | Added |
| Employees Retirement System of Texas | 194,000 | $46.9M | 0.55% | 00.0% | Unchanged |
| Stifel Financial Corp | 192,585 | $46.6M | 0.06% | +5,951+3.2% | Added |
| TD Asset Management Inc | 192,536 | $46.5M | 0.05% | +138,320+255.1% | Added |
| Voloridge Investment Management, LLC | 190,245 | $46.0M | 0.18% | +186,158+4,554.9% | Added |
| Korea Investment CORP | 188,355 | $45.5M | 0.12% | +24,227+14.8% | Added |
| Fort Washington Investment Advisors Inc | 187,173 | $45.2M | 0.31% | +6,166+3.4% | Added |
| Renaissance Technologies LLC | 184,700 | $44.7M | 0.07% | +21,700+13.3% | Added |
| Retirement Systems of Alabama | 178,320 | $43.1M | 0.18% | −852−0.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 173,798 | $42.0M | 0.35% | +43,061+32.9% | Added |
| Squarepoint Ops LLC | 172,539 | $41.7M | 0.17% | −85,813−33.2% | Reduced |
| State Board of Administration of Florida Retirement System | 171,915 | $41.6M | 0.09% | +15,655+10.0% | Added |
| SEI Investments Co | 169,479 | $41.0M | 0.07% | +9,526+6.0% | Added |