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, Q1 2024
Institutional positions in Constellation Brands, Inc. as of Mar 31, 2024. 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
- 1,322
- +41 vs. Q4 2023
- Shares held
- 145.9M
- +4.84M (+3.4%) vs. Q4 2023
- Total value
- $39.7B
- +$5.56B (+16.3%) vs. Q4 2023
- New holders
- 138
- 495 more added
- Sold out
- 97
- 476 more reduced
19 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,705,793 | $3.72B | 0.07% | +462,891+3.5% | Added |
| Capital International Investors | 11,685,249 | $3.18B | 0.64% | +3,304,709+39.4% | Added |
| BlackRock Inc. | 10,231,992 | $2.78B | 0.07% | −528,825−4.9% | Reduced |
| Capital World Investors | 9,040,669 | $2.46B | 0.41% | +723,549+8.7% | Added |
| State Street Corp | 6,743,199 | $1.83B | 0.08% | −101,425−1.5% | Reduced |
| Morgan Stanley | 6,193,711 | $1.68B | 0.14% | +1,925,315+45.1% | Added |
| Alliancebernstein L.P. | 3,179,896 | $864.2M | 0.31% | +12,518+0.4% | Added |
| Aristotle Capital Management, LLC | 3,158,837 | $858.4M | 1.59% | −61,569−1.9% | Reduced |
| Geode Capital Management, LLC | 3,121,306 | $845.7M | 0.08% | +83,231+2.7% | Added |
| Wellington Management Group LLP | 2,979,397 | $809.7M | 0.14% | +1,352,792+83.2% | Added |
| Invesco Ltd. | 2,964,020 | $805.5M | 0.17% | −176,743−5.6% | Reduced |
| JPMorgan Chase & Co | 2,842,369 | $772.4M | 0.07% | +149,005+5.5% | Added |
| Capital Research Global Investors | 2,469,997 | $671.2M | 0.15% | +222,380+9.9% | Added |
| Price T Rowe Associates Inc | 2,232,383 | $606.7M | 0.07% | −239,399−9.7% | Reduced |
| Janus Henderson Group PLC | 2,187,473 | $594.5M | 0.32% | −68,087−3.0% | Reduced |
| FMR LLC | 1,913,437 | $520.0M | 0.03% | −24,574−1.3% | Reduced |
| Bank of America Corp | 1,899,612 | $516.2M | 0.05% | +123,659+7.0% | Added |
| Norges Bank | 1,897,749 | $515.7M | 0.08% | +61,786+3.4% | Added |
| Charles Schwab Investment Management Inc | 1,760,384 | $470.0M | 0.11% | +356,889+25.4% | Added |
| Royal Bank of Canada | 1,570,236 | $426.7M | 0.10% | −4,867−0.3% | Reduced |
| Northern Trust Corp | 1,376,592 | $374.1M | 0.06% | −81,240−5.6% | Reduced |
| American Century Companies Inc | 1,364,188 | $370.7M | 0.23% | −23,189−1.7% | Reduced |
| Darsana Capital Partners LP | 1,300,000 | $353.3M | 11.35% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,286,079 | $349.5M | 1.27% | +305,746+31.2% | Added |
| Bank of New York Mellon Corp | 1,021,499 | $277.6M | 0.05% | −63,326−5.8% | Reduced |
| UBS Asset Management Americas Inc | 1,018,688 | $276.8M | 0.10% | −173,816−14.6% | Reduced |
| Legal & General Group Plc | 1,017,666 | $276.6M | 0.08% | +51,372+5.3% | Added |
| Sculptor Capital LP | 1,000,000 | $271.8M | 5.97% | 00.0% | Unchanged |
| Boston Partners | 975,589 | $265.1M | 0.32% | +328,881+50.9% | Added |
| Franklin Resources Inc | 948,925 | $257.9M | 0.08% | −25,922−2.7% | Reduced |
| Voya Investment Management LLC | 881,080 | $239.1M | 0.23% | +54,035+6.5% | Added |
| Deutsche Bank AG | 809,996 | $220.1M | 0.10% | +68,847+9.3% | Added |
| UBS Group AG | 781,326 | $212.3M | 0.07% | +136,620+21.2% | Added |
| Dimensional Fund Advisors LP | 760,350 | $206.6M | 0.06% | +120,660+18.9% | Added |
| Wells Fargo & Company | 737,467 | $200.4M | 0.05% | −5,268−0.7% | Reduced |
| California Public Employees Retirement System | 720,823 | $195.9M | 0.14% | −9,745−1.3% | Reduced |
| Barclays PLC | 713,972 | $194.0M | 0.09% | +304,923+74.5% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 656,433 | $178.4M | 2.71% | +656,433 | New |
| KBC Group NV | 642,092 | $174.5M | 0.55% | +391,147+155.9% | Added |
| Goldman Sachs Group Inc | 637,672 | $173.3M | 0.04% | −28,879−4.3% | Reduced |
| Bain Capital Public Equity Management II, LLC | 549,943 | $149.5M | 6.13% | −80,572−12.8% | Reduced |
| Massachusetts Financial Services Co | 521,268 | $141.7M | 0.04% | +30,129+6.1% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 507,000 | $137.8M | 1.37% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 503,058 | $136.7M | 0.11% | +5,302+1.1% | Added |
| Swiss National Bank | 492,600 | $133.9M | 0.09% | −24,200−4.7% | Reduced |
| Nuveen Asset Management, LLC | 487,540 | $132.5M | 0.04% | −7,940−1.6% | Reduced |
| Junto Capital Management LP | 478,427 | $130.0M | 2.88% | −59,685−11.1% | Reduced |
| Manning & Napier Group, LLC | 465,867 | $126.6M | 1.44% | +253,452+119.3% | Added |
| Millennium Management LLC | 462,634 | $125.7M | 0.11% | −17,770−3.7% | Reduced |
| Westfield Capital Management Co LP | 427,161 | $116.1M | 0.61% | −8,195−1.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 416,901 | $113.3M | 0.21% | −154,450−27.0% | Reduced |
| Palestra Capital Management LLC | 414,990 | $112.8M | 4.33% | +70,853+20.6% | Added |
| Raymond James & Associates | 387,152 | $105.2M | 0.07% | +2,109+0.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 376,817 | $102.4M | 0.07% | −6,492−1.7% | Reduced |
| Ameriprise Financial Inc | 371,524 | $101.0M | 0.03% | +18,898+5.4% | Added |
| Ninety One UK Ltd | 354,211 | $96.3M | 0.27% | +354,211 | New |
| Envestnet Asset Management Inc | 350,780 | $95.3M | 0.04% | +105,230+42.9% | Added |
| Fort Pitt Capital Group, LLC | 346,757 | $94.2M | 2.90% | +17,658+5.4% | Added |
| Evercore Wealth Management, LLC | 345,263 | $93.8M | 1.47% | +6,553+1.9% | Added |
| TOMS Capital Investment Management LP | 337,000 | $91.6M | 5.95% | −110,000−24.6% | Reduced |
| Canada Pension Plan Investment Board | 334,831 | $91.0M | 0.10% | +36,701+12.3% | Added |
| Bank of Montreal | 334,296 | $91.0M | 0.03% | −231,173−40.9% | Reduced |
| HSBC Holdings PLC | 326,763 | $88.8M | 0.06% | +92,761+39.6% | Added |
| National Pension Service | 325,028 | $88.3M | 0.11% | +11,708+3.7% | Added |
| Rhumbline Advisers | 322,505 | $87.6M | 0.08% | +10,603+3.4% | Added |
| Epoch Investment Partners, Inc. | 311,608 | $84.7M | 0.38% | +58,788+23.3% | Added |
| Amundi | 304,095 | $78.7M | 0.03% | −56,723−15.7% | Reduced |
| California State Teachers Retirement System | 284,224 | $77.2M | 0.10% | +5,111+1.8% | Added |
| Huntington National Bank | 278,230 | $75.6M | 0.61% | +5,049+1.8% | Added |
| Bradley Foster & Sargent Inc | 269,554 | $73.3M | 1.32% | +405+0.2% | Added |
| Neuberger Berman Group LLC | 268,377 | $72.9M | 0.06% | −407,756−60.3% | Reduced |
| Citadel Advisors LLC | 267,722 | $72.8M | 0.07% | −1,124,210−80.8% | Reduced |
| Nicholas Company, Inc. | 267,465 | $72.7M | 1.20% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 261,799 | $71.1M | 0.36% | −27,221−9.4% | Reduced |
| TD Asset Management Inc | 249,582 | $67.8M | 0.06% | +57,046+29.6% | Added |
| Assenagon Asset Management S.A. | 238,533 | $64.8M | 0.17% | +135,052+130.5% | Added |
| Douglas Lane & Associates, LLC | 237,926 | $64.7M | 0.91% | −20,560−8.0% | Reduced |
| CI Private Wealth, LLC | 238,178 | $64.2M | 0.11% | +4,070+1.7% | Added |
| HighTower Advisors, LLC | 232,407 | $63.2M | 0.10% | +6,891+3.1% | Added |
| Credit Suisse AG | 230,915 | $62.8M | 0.06% | +2,579+1.1% | Added |
| Scopus Asset Management, L.P. | 230,000 | $62.5M | 2.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 222,452 | $60.5M | 0.16% | +5,368+2.5% | Added |
| Cambiar Investors LLC | 214,736 | $58.4M | 2.17% | +1,516+0.7% | Added |
| Principal Financial Group Inc | 208,331 | $56.6M | 0.03% | +4,020+2.0% | Added |
| New York State Common Retirement Fund | 206,840 | $56.2M | 0.07% | −3,454−1.6% | Reduced |
| Korea Investment CORP | 203,037 | $55.2M | 0.14% | +14,682+7.8% | Added |
| Rokos Capital Management LLP | 197,627 | $53.7M | 1.38% | +69,639+54.4% | Added |
| Stifel Financial Corp | 196,804 | $53.5M | 0.06% | +4,219+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 194,849 | $53.0M | 0.05% | −554−0.3% | Reduced |
| Employees Retirement System of Texas | 194,000 | $52.7M | 0.58% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 189,993 | $51.6M | 0.07% | +32,034+20.3% | Added |
| Fort Washington Investment Advisors Inc | 187,945 | $51.1M | 0.33% | +772+0.4% | Added |
| Capital Group Private Client Services, Inc. | 184,761 | $50.2M | 0.51% | +32,583+21.4% | Added |
| SEI Investments Co | 176,403 | $47.9M | 0.07% | +6,924+4.1% | Added |
| Ami Asset Management Corp | 174,856 | $47.5M | 2.43% | +5,389+3.2% | Added |
| BNP Paribas Arbitrage, SA | 169,651 | $46.1M | 0.06% | +111,294+190.7% | Added |
| Atreides Management, LP | 167,641 | $45.6M | 1.37% | +167,641 | New |
| Citigroup Inc | 165,913 | $45.1M | 0.05% | +24,461+17.3% | Added |
| Freshford Capital Management, LLC | 164,852 | $44.8M | 7.70% | −1,075−0.6% | Reduced |
| Federated Hermes, Inc. | 159,824 | $43.4M | 0.10% | −4,828−2.9% | Reduced |