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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 56,769 | $13.7M | 0.22% | +1,123+2.0% | Added |
| TD Waterhouse Canada Inc. | 49,440 | $13.7M | 0.13% | +366+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 55,163 | $13.3M | 0.12% | −740−1.3% | Reduced |
| Maple Capital Management, Inc. | 54,950 | $13.3M | 1.33% | +557+1.0% | Added |
| Erste Asset Management GmbH | 52,850 | $12.8M | 0.19% | +2,730+5.4% | Added |
| Copeland Capital Management, LLC | 52,594 | $12.7M | 0.25% | −524−1.0% | Reduced |
| Victory Capital Management Inc | 52,570 | $12.7M | 0.01% | −983−1.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,736 | $12.5M | 0.05% | +23,264+81.7% | Added |
| Russell Investments Group, Ltd. | 51,471 | $12.4M | 0.02% | −10,662−17.2% | Reduced |
| Creative Planning | 51,341 | $12.4M | 0.02% | −28,351−35.6% | Reduced |
| Tiaa Trust, National Association | 50,833 | $12.3M | 0.04% | +3,827+8.1% | Added |
| Old National Bancorp | 48,654 | $11.8M | 0.31% | +2,216+4.8% | Added |
| Stephens Inc | 48,375 | $11.7M | 0.20% | +5,018+11.6% | Added |
| Vontobel Holding Ltd. | 48,288 | $11.7M | 0.10% | +2,070+4.5% | Added |
| South Street Advisors LLC | 48,165 | $11.6M | 2.18% | −34−0.1% | Reduced |
| D.A. Davidson & Co. | 47,635 | $11.5M | 0.11% | +189+0.4% | Added |
| Whittier Trust Co | 47,575 | $11.5M | 0.19% | −27−0.1% | Reduced |
| Landscape Capital Management, L.L.C. | 47,442 | $11.5M | 1.02% | −9,397−16.5% | Reduced |
| Massmutual Trust Co FSB | 47,411 | $11.5M | 0.38% | +155+0.3% | Added |
| Cornerstone Capital, Inc. | 47,368 | $11.5M | 1.25% | −440−0.9% | Reduced |
| Grassi Investment Management | 47,054 | $11.4M | 1.19% | −100−0.2% | Reduced |
| Leeward Investments, LLC - MA | 46,795 | $11.3M | 0.53% | −1,258−2.6% | Reduced |
| Arizona State Retirement System | 46,506 | $11.2M | 0.09% | −189−0.4% | Reduced |
| Calamos Wealth Management LLC | 46,491 | $11.2M | 0.71% | +11,278+32.0% | Added |
| Madison Asset Management, LLC | 45,729 | $11.1M | 0.15% | +17,589+62.5% | Added |
| Empire Life Investments Inc. | 45,401 | $11.0M | 0.71% | −50.0% | Reduced |
| Cohen Capital Management, Inc. | 45,131 | $10.9M | 2.08% | 00.0% | Unchanged |
| Washington Trust Bank | 44,869 | $10.8M | 0.96% | +39+0.1% | Added |
| Thrivent Financial for Lutherans | 44,854 | $10.8M | 0.02% | +37,049+474.7% | Added |
| Man Group plc | 44,575 | $10.8M | 0.03% | – | – |
| State of Michigan Retirement System | 44,258 | $10.7M | 0.06% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 43,458 | $10.5M | 0.92% | −2,368−5.2% | Reduced |
| Trexquant Investment LP | 43,252 | $10.5M | 0.24% | −78,659−64.5% | Reduced |
| Simplex Trading, LLC | 42,827 | $10.4M | 0.32% | +11,602+37.2% | Added |
| Canandaigua National Bank & Trust Co | 42,769 | $10.3M | 1.60% | −67−0.2% | Reduced |
| Infusive Asset Management Inc. | 42,683 | $10.3M | 4.68% | −16,791−28.2% | Reduced |
| Sit Investment Associates Inc | 42,304 | $10.2M | 0.25% | −24,998−37.1% | Reduced |
| American International Group, Inc. | 41,052 | $9.92M | 0.04% | −917−2.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 40,486 | $9.79M | 0.15% | +19,872+96.4% | Added |
| Gabelli Funds LLC | 40,000 | $9.67M | 0.07% | −8,800−18.0% | Reduced |
| MetLife Investment Management | 39,887 | $9.64M | 0.07% | −678−1.7% | Reduced |
| Amalgamated Bank | 39,514 | $9.55M | 0.08% | −1,942−4.7% | Reduced |
| FineMark National Bank & Trust | 39,414 | $9.53M | 0.39% | +13,311+51.0% | Added |
| Dillon & Associates Inc | 39,353 | $9.52M | 1.73% | +1,033+2.7% | Added |
| Bokf, NA | 38,968 | $9.42M | 0.18% | −8,050−17.1% | Reduced |
| Patten & Patten Inc | 38,685 | $9.35M | 0.77% | −3,803−9.0% | Reduced |
| Abn Amro Investment Solutions | 37,952 | $9.17M | 0.16% | −3,300−8.0% | Reduced |
| Truist Financial Corp | 37,859 | $9.15M | 0.01% | −3,829−9.2% | Reduced |
| Mutual of America Capital Management LLC | 37,217 | $9.00M | 0.10% | +453+1.2% | Added |
| Point72 Middle East FZE | 37,203 | $8.99M | 0.62% | +4,498+13.8% | Added |
| Macquarie Group Ltd | 36,766 | $8.89M | 0.01% | −3,197−8.0% | Reduced |
| Wesbanco Bank Inc | 36,327 | $8.78M | 0.50% | −27,531−43.1% | Reduced |
| BancorpSouth Bank | 35,954 | $8.69M | 0.71% | +261+0.7% | Added |
| Kavar Capital Partners Group, LLC | 35,654 | $8.62M | 0.96% | +17,660+98.1% | Added |
| TCG Advisory Services, LLC | 35,509 | $8.58M | 0.60% | +35,509 | New |
| Bain Capital Public Equity, LP | 35,481 | $8.58M | 6.86% | +1,197+3.5% | Added |
| Walleye Trading LLC | 35,469 | $8.57M | 0.13% | −11,435−24.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 35,393 | $8.56M | 0.06% | +2,960+9.1% | Added |
| Jacobs & Co | 34,977 | $8.46M | 0.96% | +439+1.3% | Added |
| Bridgecreek Investment Management, LLC | 34,785 | $8.41M | 1.63% | −5,300−13.2% | Reduced |
| CIBC World Markets Inc. | 34,329 | $8.30M | 0.02% | −126−0.4% | Reduced |
| Quantbot Technologies LP | 34,316 | $8.30M | 0.48% | +10,649+45.0% | Added |
| First National Trust Co | 33,824 | $8.18M | 0.36% | −3,898−10.3% | Reduced |
| D. E. Shaw & Co., Inc. | 33,408 | $8.08M | 0.01% | +16,078+92.8% | Added |
| Texas Permanent School Fund | 33,370 | $8.07M | 0.07% | +41+0.1% | Added |
| Mariner, LLC | 33,213 | $8.03M | 0.02% | +763+2.4% | Added |
| NS Partners Ltd | 33,143 | $8.01M | 0.39% | +191+0.6% | Added |
| Chartwell Investment Partners, LLC | 33,064 | $7.99M | 0.28% | +2,987+9.9% | Added |
| USS Investment Management Ltd | 32,843 | $7.94M | 0.07% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 32,800 | $7.93M | 0.49% | −246−0.7% | Reduced |
| IFM Investors Pty Ltd | 32,773 | $7.92M | 0.10% | −383−1.2% | Reduced |
| Harbour Trust & Investment Management Co | 32,729 | $7.91M | 1.12% | +32,729 | New |
| Compass Wealth Management LLC | 32,600 | $7.88M | 2.20% | +3,679+12.7% | Added |
| Seven Eight Capital, LP | 32,175 | $7.78M | 0.90% | +29,462+1,086.0% | Added |
| Roffman Miller Associates Inc | 32,032 | $7.74M | 0.55% | +46+0.1% | Added |
| Jump Financial, LLC | 31,843 | $7.70M | 0.25% | +17,557+122.9% | Added |
| Guggenheim Capital LLC | 31,649 | $7.65M | 0.06% | +871+2.8% | Added |
| Stonebridge Capital Advisors LLC | 31,641 | $7.65M | 0.77% | +1,467+4.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,510 | $7.62M | 0.02% | +1,039+3.4% | Added |
| DnB Asset Management AS | 31,498 | $7.61M | 0.04% | +501+1.6% | Added |
| Moors & Cabot, Inc. | 31,488 | $7.61M | 0.47% | +161+0.5% | Added |
| CCM Investment Advisers LLC | 31,088 | $7.52M | 0.92% | +2,514+8.8% | Added |
| Appleton Partners Inc | 30,991 | $7.49M | 0.60% | +1,842+6.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 30,879 | $7.46M | 0.09% | −3,700−10.7% | Reduced |
| GHP Investment Advisors, Inc. | 30,849 | $7.46M | 0.40% | +1,815+6.3% | Added |
| Factory Mutual Insurance Co | 30,800 | $7.45M | 0.09% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 30,092 | $7.27M | 0.74% | −3,863−11.4% | Reduced |
| First American Bank | 29,439 | $7.12M | 0.59% | +834+2.9% | Added |
| Avantax Advisory Services, Inc. | 29,343 | $7.09M | 0.07% | +911+3.2% | Added |
| Forsta Ap-Fonden | 29,300 | $7.08M | 0.07% | +1,600+5.8% | Added |
| Ethic Inc. | 29,169 | $7.05M | 0.21% | +1,528+5.5% | Added |
| SG Americas Securities, LLC | 28,892 | $6.99M | 0.08% | +14,774+104.6% | Added |
| Walleye Capital LLC | 28,792 | $6.96M | 0.10% | −27,585−48.9% | Reduced |
| Camden National Bank | 28,497 | $6.89M | 1.28% | +9,295+48.4% | Added |
| Alberta Investment Management Corp | 28,398 | $6.87M | 0.06% | 00.0% | Unchanged |
| Czech National Bank | 28,307 | $6.84M | 0.10% | +105+0.4% | Added |
| Great Lakes Advisors, LLC | 28,060 | $6.78M | 0.06% | +96+0.3% | Added |
| Utah Retirement Systems | 27,984 | $6.77M | 0.09% | +200+0.7% | Added |
| Salem Investment Counselors Inc | 27,214 | $6.58M | 0.23% | −118−0.4% | Reduced |
| DekaBank Deutsche Girozentrale | 27,084 | $6.54M | 0.01% | +1,200+4.6% | Added |