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 |
|---|---|---|---|---|---|
| SEI Investments Co | 169,479 | $41.0M | 0.07% | +9,526+6.0% | Added |
| State Board of Administration of Florida Retirement System | 171,915 | $41.6M | 0.09% | +15,655+10.0% | Added |
| Squarepoint Ops LLC | 172,539 | $41.7M | 0.17% | −85,813−33.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 173,798 | $42.0M | 0.35% | +43,061+32.9% | Added |
| Retirement Systems of Alabama | 178,320 | $43.1M | 0.18% | −852−0.5% | Reduced |
| Renaissance Technologies LLC | 184,700 | $44.7M | 0.07% | +21,700+13.3% | Added |
| Fort Washington Investment Advisors Inc | 187,173 | $45.2M | 0.31% | +6,166+3.4% | Added |
| Korea Investment CORP | 188,355 | $45.5M | 0.12% | +24,227+14.8% | Added |
| Voloridge Investment Management, LLC | 190,245 | $46.0M | 0.18% | +186,158+4,554.9% | Added |
| TD Asset Management Inc | 192,536 | $46.5M | 0.05% | +138,320+255.1% | Added |
| Stifel Financial Corp | 192,585 | $46.6M | 0.06% | +5,951+3.2% | Added |
| Employees Retirement System of Texas | 194,000 | $46.9M | 0.55% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 195,403 | $47.2M | 0.05% | +65,198+50.1% | Added |
| Principal Financial Group Inc | 204,311 | $49.4M | 0.03% | +22,645+12.5% | Added |
| New York State Common Retirement Fund | 210,294 | $50.8M | 0.07% | −20,118−8.7% | Reduced |
| Manning & Napier Group, LLC | 212,415 | $51.4M | 0.61% | +37,315+21.3% | Added |
| Cambiar Investors LLC | 213,220 | $51.5M | 2.03% | −1,612−0.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 217,084 | $52.5M | 0.15% | +1,175+0.5% | Added |
| HighTower Advisors, LLC | 225,516 | $54.4M | 0.09% | +7,326+3.4% | Added |
| Credit Suisse AG | 228,336 | $55.2M | 0.05% | −972−0.4% | Reduced |
| Scopus Asset Management, L.P. | 230,000 | $55.6M | 2.35% | −40,000−14.8% | Reduced |
| HSBC Holdings PLC | 234,002 | $56.6M | 0.05% | +1,114+0.5% | Added |
| CI Private Wealth, LLC | 234,108 | $56.6M | 0.10% | +44,629+23.6% | Added |
| Envestnet Asset Management Inc | 245,550 | $59.4M | 0.02% | +11,896+5.1% | Added |
| KBC Group NV | 250,945 | $60.7M | 0.22% | +147,844+143.4% | Added |
| Epoch Investment Partners, Inc. | 252,820 | $61.1M | 0.28% | +90,436+55.7% | Added |
| Douglas Lane & Associates, LLC | 258,486 | $62.5M | 0.96% | −18,191−6.6% | Reduced |
| Twinbeech Capital LP | 266,566 | $64.4M | 1.04% | +266,566 | New |
| Nicholas Company, Inc. | 267,465 | $64.7M | 1.14% | −100.0% | Reduced |
| Bradley Foster & Sargent Inc | 269,149 | $65.1M | 1.26% | +11,705+4.5% | Added |
| Huntington National Bank | 273,181 | $66.0M | 0.60% | +6,262+2.3% | Added |
| California State Teachers Retirement System | 279,113 | $67.5M | 0.09% | +8,327+3.1% | Added |
| Bridgewater Associates, LP | 289,020 | $69.9M | 0.39% | +50,059+20.9% | Added |
| Canada Pension Plan Investment Board | 298,130 | $72.1M | 0.09% | −23,178−7.2% | Reduced |
| Rhumbline Advisers | 311,902 | $75.4M | 0.08% | −1,863−0.6% | Reduced |
| National Pension Service | 313,320 | $75.7M | 0.11% | +7,261+2.4% | Added |
| Fort Pitt Capital Group, LLC | 329,099 | $79.6M | 2.61% | +70,326+27.2% | Added |
| Balyasny Asset Management LLC | 336,316 | $81.3M | 0.23% | −11,352−3.3% | Reduced |
| Evercore Wealth Management, LLC | 338,710 | $81.9M | 1.37% | +3,241+1.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 341,492 | $82.6M | 1.70% | −11,300−3.2% | Reduced |
| Palestra Capital Management LLC | 344,137 | $83.2M | 4.13% | +344,137 | New |
| Ameriprise Financial Inc | 352,626 | $85.2M | 0.03% | +2,081+0.6% | Added |
| Amundi | 360,818 | $91.5M | 0.04% | +43,480+13.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 383,309 | $92.7M | 0.07% | −3,074−0.8% | Reduced |
| Raymond James & Associates | 385,043 | $93.1M | 0.07% | +7,193+1.9% | Added |
| Barclays PLC | 409,049 | $98.9M | 0.05% | −533,185−56.6% | Reduced |
| Westfield Capital Management Co LP | 435,356 | $105.2M | 0.61% | +85,974+24.6% | Added |
| TOMS Capital Investment Management LP | 447,000 | $108.1M | 8.79% | +89,000+24.9% | Added |
| Millennium Management LLC | 480,404 | $116.1M | 0.11% | −500,619−51.0% | Reduced |
| Massachusetts Financial Services Co | 491,139 | $118.7M | 0.04% | −13,740−2.7% | Reduced |
| Nuveen Asset Management, LLC | 495,480 | $119.8M | 0.04% | +4,749+1.0% | Added |
| Clearbridge Investments, LLC | 497,756 | $120.3M | 0.10% | +54,377+12.3% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 507,000 | $122.6M | 1.35% | +7,000+1.4% | Added |
| ExodusPoint Capital Management, LP | 515,246 | $124.6M | 1.55% | +451,511+708.4% | Added |
| Swiss National Bank | 516,800 | $124.9M | 0.09% | −13,900−2.6% | Reduced |
| Junto Capital Management LP | 538,112 | $130.1M | 3.00% | +265,590+97.5% | Added |
| Qube Research & Technologies Ltd | 541,422 | $130.9M | 0.30% | +461,802+580.0% | Added |
| Bank of Montreal | 565,469 | $137.0M | 0.07% | +299,508+112.6% | Added |
| Adage Capital Partners GP, L.L.C. | 571,351 | $138.1M | 0.29% | +198,566+53.3% | Added |
| Bain Capital Public Equity Management II, LLC | 630,515 | $152.4M | 6.74% | +104,348+19.8% | Added |
| Dimensional Fund Advisors LP | 639,690 | $154.7M | 0.05% | −97,613−13.2% | Reduced |
| UBS Group AG | 644,706 | $155.9M | 0.06% | +75,824+13.3% | Added |
| Boston Partners | 646,708 | $156.4M | 0.21% | +646,708 | New |
| Goldman Sachs Group Inc | 666,551 | $161.1M | 0.04% | +70,880+11.9% | Added |
| Neuberger Berman Group LLC | 676,133 | $163.5M | 0.14% | −548,954−44.8% | Reduced |
| California Public Employees Retirement System | 730,568 | $176.6M | 0.13% | +14,481+2.0% | Added |
| Deutsche Bank AG | 741,149 | $179.2M | 0.09% | +92,117+14.2% | Added |
| Wells Fargo & Company | 742,735 | $179.6M | 0.05% | +3,888+0.5% | Added |
| Voya Investment Management LLC | 827,045 | $199.5M | 0.21% | +44,907+5.7% | Added |
| Legal & General Group Plc | 966,294 | $233.6M | 0.07% | +76,014+8.5% | Added |
| Franklin Resources Inc | 974,847 | $235.7M | 0.11% | −258,291−20.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 980,333 | $237.0M | 1.05% | +179,647+22.4% | Added |
| Sculptor Capital LP | 1,000,000 | $241.8M | 6.08% | +1,000,000 | New |
| Bank of New York Mellon Corp | 1,084,825 | $262.3M | 0.05% | +12,200+1.1% | Added |
| UBS Asset Management Americas Inc | 1,192,504 | $288.3M | 0.11% | +67,982+6.0% | Added |
| Darsana Capital Partners LP | 1,300,000 | $314.3M | 11.21% | +425,000+48.6% | Added |
| American Century Companies Inc | 1,387,377 | $335.4M | 0.23% | −125,328−8.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,403,495 | $335.4M | 0.09% | +388,390+38.3% | Added |
| Citadel Advisors LLC | 1,391,932 | $336.5M | 0.34% | +752,329+117.6% | Added |
| Marshall Wace, LLP | 1,408,103 | $340.4M | 0.65% | +859,207+156.5% | Added |
| Northern Trust Corp | 1,457,832 | $352.4M | 0.06% | −41,203−2.7% | Reduced |
| Royal Bank of Canada | 1,575,103 | $380.8M | 0.09% | −178,218−10.2% | Reduced |
| Wellington Management Group LLP | 1,626,605 | $393.2M | 0.07% | −915,739−36.0% | Reduced |
| Bank of America Corp | 1,775,953 | $429.3M | 0.05% | −50,745−2.8% | Reduced |
| Norges Bank | 1,835,963 | $443.8M | 0.08% | +23,698+1.3% | Added |
| FMR LLC | 1,938,011 | $468.5M | 0.04% | −190,839−9.0% | Reduced |
| Capital Research Global Investors | 2,247,617 | $543.4M | 0.13% | +256,738+12.9% | Added |
| Janus Henderson Group PLC | 2,255,560 | $545.3M | 0.33% | +231,403+11.4% | Added |
| Price T Rowe Associates Inc | 2,471,782 | $597.6M | 0.08% | −3,481,769−58.5% | Reduced |
| JPMorgan Chase & Co | 2,693,364 | $651.1M | 0.07% | −160,794−5.6% | Reduced |
| Geode Capital Management, LLC | 3,038,075 | $732.1M | 0.08% | +67,241+2.3% | Added |
| Invesco Ltd. | 3,140,763 | $759.3M | 0.18% | +106,122+3.5% | Added |
| Alliancebernstein L.P. | 3,167,378 | $765.7M | 0.29% | +139,904+4.6% | Added |
| Aristotle Capital Management, LLC | 3,220,406 | $778.5M | 1.52% | −141,647−4.2% | Reduced |
| Morgan Stanley | 4,268,396 | $1.03B | 0.09% | +217,928+5.4% | Added |
| State Street Corp | 6,844,624 | $1.65B | 0.08% | +39,346+0.6% | Added |
| Capital World Investors | 8,317,120 | $2.01B | 0.36% | +4,327+0.1% | Added |
| Capital International Investors | 8,380,540 | $2.03B | 0.45% | −632,205−7.0% | Reduced |
| BlackRock Inc. | 10,760,817 | $2.60B | 0.07% | −323,405−2.9% | Reduced |
| Vanguard Group Inc | 13,242,902 | $3.20B | 0.07% | −328,933−2.4% | Reduced |