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, 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
- 141.2M
- −630.0K (−0.4%) vs. Q3 2023
- Total value
- $34.1B
- −$1.51B (−4.2%) vs. Q3 2023
- New holders
- 148
- 499 more added
- Sold out
- 87
- 458 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 | 1,039 | $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, 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 |
|---|---|---|---|---|---|
| Aviva PLC | 57,024 | $13.8M | 0.05% | +38,532+208.4% | Added |
| Putnam Investments LLC | 58,323 | $14.1M | 0.02% | −9,940−14.6% | Reduced |
| BNP Paribas Arbitrage, SA | 58,357 | $14.1M | 0.03% | −44,250−43.1% | Reduced |
| Van Eck Associates Corp | 59,211 | $14.3M | 0.03% | −3,517−5.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 59,762 | $14.4M | 0.03% | −3,689−5.8% | Reduced |
| Segall Bryant & Hamill, LLC | 60,788 | $14.7M | 0.28% | +5,458+9.9% | Added |
| Azimuth Capital Investment Management LLC | 61,321 | $14.8M | 0.67% | −489−0.8% | Reduced |
| Advisors Capital Management, LLC | 61,375 | $14.8M | 0.30% | +2,347+4.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 62,163 | $15.0M | 0.02% | +2,271+3.8% | Added |
| Engineers Gate Manager LP | 63,031 | $15.2M | 0.44% | +58,786+1,384.8% | Added |
| Bank of Nova Scotia | 63,168 | $15.3M | 0.03% | −176,880−73.7% | Reduced |
| Woodline Partners LP | 63,812 | $15.4M | 0.17% | +63,812 | New |
| Asset Management One Co.,Ltd. | 63,776 | $15.4M | 0.06% | −2,271−3.4% | Reduced |
| Gradient Investments LLC | 63,926 | $15.5M | 0.37% | −2,360−3.6% | Reduced |
| Nisa Investment Advisors, LLC | 64,211 | $15.5M | 0.11% | +900+1.4% | Added |
| Howe & Rusling Inc | 64,458 | $15.6M | 1.65% | −287−0.4% | Reduced |
| Lido Advisors, LLC | 64,847 | $15.7M | 0.16% | +5,981+10.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 65,283 | $15.8M | 0.07% | −13,994−17.7% | Reduced |
| Braun Stacey Associates Inc | 65,334 | $15.8M | 0.71% | +3,410+5.5% | Added |
| Royal London Asset Management Ltd | 66,151 | $16.0M | 0.05% | −239−0.4% | Reduced |
| Standard Life Aberdeen plc | 66,314 | $16.0M | 0.03% | +27,901+72.6% | Added |
| Vestcor Inc | 67,073 | $16.2M | 0.55% | +33,763+101.4% | Added |
| Lazard Asset Management LLC | 67,333 | $16.3M | 0.02% | +57,674+597.1% | Added |
| CIBC World Markets Corp | 68,841 | $16.6M | 0.09% | +29,607+75.5% | Added |
| Exencial Wealth Advisors, LLC | 69,033 | $16.7M | 0.68% | +1,847+2.7% | Added |
| Tocqueville Asset Management L.P. | 70,344 | $17.0M | 0.31% | −730−1.0% | Reduced |
| 2Xideas AG | 70,431 | $17.0M | 1.83% | +21,425+43.7% | Added |
| Stock Yards Bank & Trust Co | 70,585 | $17.1M | 0.61% | +3,854+5.8% | Added |
| Comerica Bank | 72,234 | $17.5M | 0.08% | +7,394+11.4% | Added |
| Glenview Trust Co | 73,133 | $17.7M | 0.43% | +1,949+2.7% | Added |
| Treasurer of the State of North Carolina | 73,525 | $17.8M | 0.09% | +700+1.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 74,914 | $18.1M | 0.02% | −800−1.1% | Reduced |
| Applied Finance Capital Management, LLC | 75,267 | $18.2M | 1.58% | +6,879+10.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 75,330 | $18.2M | 2.36% | +184+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 75,614 | $18.3M | 0.03% | −10,000−11.7% | Reduced |
| First Trust Advisors LP | 76,156 | $18.4M | 0.02% | +21,469+39.3% | Added |
| Lighthouse Investment Partners, LLC | 76,505 | $18.5M | 1.35% | +26,505+53.0% | Added |
| State of Tennessee, Treasury Department | 76,690 | $18.5M | 0.07% | −11,585−13.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 77,200 | $18.7M | 0.17% | −2,900−3.6% | Reduced |
| Welch & Forbes LLC | 77,779 | $18.8M | 0.28% | −362−0.5% | Reduced |
| Capital International Inc | 78,007 | $18.9M | 0.29% | +11,141+16.7% | Added |
| Smith, Salley & Associates | 78,475 | $19.0M | 1.23% | +2,575+3.4% | Added |
| Nomura Asset Management Co Ltd | 78,752 | $19.0M | 0.08% | −3,637−4.4% | Reduced |
| HRT Financial LP | 79,605 | $19.2M | 0.14% | +70,220+748.2% | Added |
| Davidson Investment Advisors | 80,351 | $19.4M | 1.11% | +1,714+2.2% | Added |
| Public Employees Retirement System of Ohio | 81,984 | $19.8M | 0.08% | +118+0.1% | Added |
| Pictet Asset Management Holding SA | 82,500 | $19.9M | 0.02% | +1,931+2.4% | Added |
| Cerity Partners LLC | 85,741 | $20.7M | 0.07% | +10,403+13.8% | Added |
| Davis R M Inc | 86,945 | $21.0M | 0.48% | +660+0.8% | Added |
| Tudor Investment Corp Et Al | 87,194 | $21.1M | 0.29% | +84,604+3,266.6% | Added |
| Advisor Group Holdings, Inc. | 87,778 | $21.2M | 0.04% | −27,619−23.9% | Reduced |
| STRS Ohio | 88,172 | $21.3M | 0.09% | −1,788−2.0% | Reduced |
| National Bank of Canada | 87,702 | $21.4M | 0.04% | +38,500+78.2% | Added |
| Coerente Capital Management | 88,883 | $21.5M | 4.39% | −458−0.5% | Reduced |
| US Bancorp | 89,014 | $21.5M | 0.03% | −11,340−11.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 89,031 | $21.5M | 0.05% | −4,010−4.3% | Reduced |
| State of New Jersey Common Pension Fund D | 91,421 | $22.1M | 0.07% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 92,183 | $22.3M | 0.08% | −337−0.4% | Reduced |
| Natixis Advisors, L.P. | 96,142 | $23.2M | 0.06% | +1,231+1.3% | Added |
| Ofi Invest Asset Management | 108,549 | $23.8M | 0.80% | −1,538−1.4% | Reduced |
| M&T Bank Corp | 99,703 | $24.1M | 0.09% | −12,102−10.8% | Reduced |
| Diamond Hill Capital Management Inc | 101,434 | $24.5M | 0.11% | 00.0% | Unchanged |
| Toronto Dominion Bank | 102,234 | $24.7M | 0.04% | +19,729+23.9% | Added |
| Assenagon Asset Management S.A. | 103,481 | $25.0M | 0.08% | +55,247+114.5% | Added |
| Worldquant Millennium Advisors LLC | 103,620 | $25.1M | 0.35% | −19,459−15.8% | Reduced |
| Connectus Wealth, LLC | 106,687 | $25.8M | 0.53% | −457−0.4% | Reduced |
| Fifth Third Bancorp | 112,891 | $27.3M | 0.12% | −5,080−4.3% | Reduced |
| LPL Financial LLC | 113,309 | $27.4M | 0.02% | −21,236−15.8% | Reduced |
| Janney Montgomery Scott LLC | 114,755 | $27.7M | 0.09% | −1,228−1.1% | Reduced |
| Klingenstein Fields & Co LP | 115,560 | $27.9M | 1.25% | +1,113+1.0% | Added |
| Heritage Investors Management Corp | 117,872 | $28.5M | 1.08% | +1,168+1.0% | Added |
| Manufacturers Life Insurance Company, The | 119,444 | $28.9M | 0.02% | −6,686−5.3% | Reduced |
| Prudential Financial Inc | 121,361 | $29.3M | 0.04% | −20,685−14.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 121,635 | $29.4M | 0.52% | +121,635 | New |
| Susquehanna International Group, LLP | 121,666 | $29.4M | 0.05% | −92,412−43.2% | Reduced |
| Commonwealth Equity Services, LLC | 124,220 | $30.0M | 0.06% | −130.0% | Reduced |
| Border to Coast Pensions Partnership Ltd | 125,154 | $30.3M | 0.74% | +21,500+20.7% | Added |
| Rockefeller Capital Management L.P. | 126,502 | $30.6M | 0.10% | +1,714+1.4% | Added |
| ING Groep NV | 127,127 | $30.7M | 0.25% | +85,877+208.2% | Added |
| Armistice Capital, LLC | 127,868 | $30.9M | 0.82% | +127,868 | New |
| Rokos Capital Management LLP | 127,988 | $31.0M | 0.94% | −38,132−23.0% | Reduced |
| Crestwood Advisors Group LLC | 131,153 | $31.7M | 0.74% | +1,050+0.8% | Added |
| Vaughan David Investments LLC | 134,082 | $32.4M | 0.89% | +4,200+3.2% | Added |
| Jane Street Group, LLC | 134,442 | $32.5M | 0.04% | −67,466−33.4% | Reduced |
| Cubist Systematic Strategies, LLC | 135,576 | $32.8M | 0.41% | −98,118−42.0% | Reduced |
| Baird Financial Group, Inc. | 137,174 | $33.2M | 0.08% | −2,231−1.6% | Reduced |
| Howland Capital Management LLC | 137,263 | $33.2M | 1.75% | +55,464+67.8% | Added |
| State of Wisconsin Investment Board | 137,413 | $33.2M | 0.09% | −42,026−23.4% | Reduced |
| The PNC Financial Services Group, Inc. | 139,575 | $33.7M | 0.03% | −2,248−1.6% | Reduced |
| Citigroup Inc | 141,452 | $34.2M | 0.05% | +15,307+12.1% | Added |
| New York State Teachers Retirement System | 145,838 | $35.3M | 0.08% | −5,939−3.9% | Reduced |
| Mackenzie Financial Corp | 148,529 | $35.9M | 0.05% | −19,474−11.6% | Reduced |
| Birch Hill Investment Advisors LLC | 150,182 | $36.3M | 1.93% | +4,010+2.7% | Added |
| Capital Group Private Client Services, Inc. | 152,178 | $36.8M | 0.38% | +61,150+67.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 157,959 | $38.1M | 0.07% | +7,692+5.1% | Added |
| Calamos Advisors LLC | 158,203 | $38.2M | 0.20% | +531+0.3% | Added |
| Federated Hermes, Inc. | 164,652 | $39.8M | 0.10% | −3,723−2.2% | Reduced |
| Great West Life Assurance Co | 165,427 | $39.8M | 0.09% | +12,601+8.2% | Added |
| Freshford Capital Management, LLC | 165,927 | $40.1M | 6.98% | 00.0% | Unchanged |
| Ami Asset Management Corp | 169,467 | $41.0M | 2.24% | −1,036−0.6% | Reduced |