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, 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
- 1,323
- +42 vs. Q4 2023
- Shares held
- 145.9M
- +4.84M (+3.4%) vs. Q4 2023
- Total value
- $39.6B
- +$5.52B (+16.2%) vs. Q4 2023
- New holders
- 138
- 495 more added
- Sold out
- 96
- 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 | 1,039 | $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, 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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 45,587 | $12.4M | 1.18% | +718+1.6% | Added |
| Madison Asset Management, LLC | 45,800 | $12.4M | 0.15% | +71+0.2% | Added |
| Calamos Wealth Management LLC | 46,961 | $12.8M | 0.72% | +470+1.0% | Added |
| Grassi Investment Management | 47,054 | $12.8M | 1.16% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 47,078 | $12.8M | 0.12% | −557−1.2% | Reduced |
| Arizona State Retirement System | 47,211 | $12.8M | 0.09% | +705+1.5% | Added |
| Whittier Trust Co | 47,609 | $12.9M | 0.19% | +34+0.1% | Added |
| Cornerstone Capital, Inc. | 47,793 | $13.0M | 1.33% | +425+0.9% | Added |
| Leeward Investments, LLC - MA | 48,655 | $13.2M | 0.59% | +1,860+4.0% | Added |
| Grand Jean Capital Management Inc | 48,831 | $13.3M | 3.50% | +48,831 | New |
| Teachers Retirement System of the State of Kentucky | 49,181 | $13.4M | 0.12% | −5,982−10.8% | Reduced |
| Old National Bancorp | 49,195 | $13.4M | 0.32% | +541+1.1% | Added |
| Massmutual Trust Co FSB | 49,335 | $13.4M | 0.42% | +1,924+4.1% | Added |
| South Street Advisors LLC | 49,647 | $13.5M | 2.15% | +1,482+3.1% | Added |
| Stephens Inc | 49,916 | $13.6M | 0.21% | +1,541+3.2% | Added |
| Prudential PLC | 50,071 | $13.6M | 0.11% | +33,649+204.9% | Added |
| Maple Capital Management, Inc. | 51,049 | $13.9M | 1.26% | −3,901−7.1% | Reduced |
| Vontobel Holding Ltd. | 51,561 | $14.0M | 0.11% | +3,273+6.8% | Added |
| Segall Bryant & Hamill, LLC | 52,072 | $14.2M | 0.27% | −8,716−14.3% | Reduced |
| Creative Planning | 52,325 | $14.2M | 0.02% | +984+1.9% | Added |
| Walleye Capital LLC | 52,446 | $14.3M | 0.16% | +23,654+82.2% | Added |
| FineMark National Bank & Trust | 52,664 | $14.3M | 0.53% | +13,250+33.6% | Added |
| Erste Asset Management GmbH | 52,850 | $14.4M | 0.20% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 53,514 | $14.5M | 0.09% | +53,514 | New |
| Freemont Management S.A. | 53,700 | $14.6M | 2.25% | +53,700 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,689 | $15.1M | 0.05% | +3,953+7.6% | Added |
| Cullen/Frost Bankers, Inc. | 56,014 | $15.2M | 0.23% | −755−1.3% | Reduced |
| Van Eck Associates Corp | 56,107 | $15.2M | 0.02% | −3,104−5.2% | Reduced |
| TD Waterhouse Canada Inc. | 50,957 | $15.4M | 0.12% | +1,517+3.1% | Added |
| Copeland Capital Management, LLC | 57,027 | $15.5M | 0.28% | +4,433+8.4% | Added |
| Balyasny Asset Management LLC | 57,906 | $15.7M | 0.04% | −278,410−82.8% | Reduced |
| ExodusPoint Capital Management, LP | 58,377 | $15.9M | 0.20% | −456,869−88.7% | Reduced |
| Russell Investments Group, Ltd. | 58,814 | $16.0M | 0.03% | +7,343+14.3% | Added |
| Smith, Salley & Associates | 60,884 | $16.5M | 1.28% | −17,591−22.4% | Reduced |
| Asset Management One Co.,Ltd. | 61,318 | $16.7M | 0.06% | −2,458−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 61,375 | $16.7M | 0.11% | −2,836−4.4% | Reduced |
| Empire Life Investments Inc. | 61,389 | $16.7M | 1.02% | +15,988+35.2% | Added |
| Azimuth Capital Investment Management LLC | 61,663 | $16.8M | 0.69% | +342+0.6% | Added |
| Gradient Investments LLC | 62,455 | $17.0M | 0.39% | −1,471−2.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 62,613 | $17.0M | 0.03% | +450+0.7% | Added |
| Royal London Asset Management Ltd | 64,170 | $17.4M | 0.04% | −1,981−3.0% | Reduced |
| Lazard Asset Management LLC | 64,549 | $17.5M | 0.02% | −2,784−4.1% | Reduced |
| Howe & Rusling Inc | 64,905 | $17.6M | 1.69% | +447+0.7% | Added |
| Mn Services Vermogensbeheer B.V. | 66,500 | $18.1M | 0.13% | −10,700−13.9% | Reduced |
| Standard Life Aberdeen plc | 67,545 | $18.4M | 0.04% | +1,231+1.9% | Added |
| Wesbanco Bank Inc | 67,786 | $18.4M | 0.70% | +31,459+86.6% | Added |
| Advisor Group Holdings, Inc. | 68,285 | $18.6M | 0.04% | −19,493−22.2% | Reduced |
| 2Xideas AG | 68,371 | $18.6M | 2.27% | −2,060−2.9% | Reduced |
| Lido Advisors, LLC | 68,727 | $18.7M | 0.17% | +3,880+6.0% | Added |
| Tiaa Trust, National Association | 68,746 | $18.7M | 0.06% | +17,913+35.2% | Added |
| Danske Bank A/S | 69,497 | $18.9M | 0.06% | +69,497 | New |
| Victory Capital Management Inc | 69,850 | $19.0M | 0.02% | +17,280+32.9% | Added |
| Susquehanna International Group, LLP | 70,014 | $19.0M | 0.03% | −51,652−42.5% | Reduced |
| Tocqueville Asset Management L.P. | 70,862 | $19.3M | 0.31% | +518+0.7% | Added |
| Exencial Wealth Advisors, LLC | 71,080 | $19.3M | 0.72% | +2,047+3.0% | Added |
| Braun Stacey Associates Inc | 71,280 | $19.4M | 0.77% | +5,946+9.1% | Added |
| Pictet Asset Management Holding SA | 71,430 | $19.4M | 0.02% | −11,070−13.4% | Reduced |
| Bank of Nova Scotia | 72,355 | $19.7M | 0.04% | +9,187+14.5% | Added |
| National Bank of Canada | 76,068 | $19.9M | 0.03% | −11,634−13.3% | Reduced |
| Comerica Bank | 73,602 | $20.0M | 0.09% | +1,368+1.9% | Added |
| Treasurer of the State of North Carolina | 73,975 | $20.1M | 0.09% | +450+0.6% | Added |
| Arrowstreet Capital, Limited Partnership | 74,527 | $20.3M | 0.02% | +66,385+815.3% | Added |
| Glenview Trust Co | 75,115 | $20.4M | 0.44% | +1,982+2.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 75,313 | $20.5M | 2.44% | −170.0% | Reduced |
| Public Employees Retirement System of Ohio | 75,744 | $20.6M | 0.08% | −6,240−7.6% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 76,950 | $20.9M | 0.98% | +76,950 | New |
| Natixis Advisors, L.P. | 77,005 | $20.9M | 0.05% | −19,137−19.9% | Reduced |
| Nomura Asset Management Co Ltd | 77,393 | $21.0M | 0.08% | −1,359−1.7% | Reduced |
| Welch & Forbes LLC | 78,148 | $21.2M | 0.29% | +369+0.5% | Added |
| Davidson Investment Advisors | 82,683 | $22.5M | 1.17% | +2,332+2.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 83,997 | $22.8M | 0.05% | −5,034−5.7% | Reduced |
| Davis R M Inc | 84,024 | $22.8M | 0.48% | −2,921−3.4% | Reduced |
| US Bancorp | 84,399 | $22.9M | 0.03% | −4,615−5.2% | Reduced |
| State of Tennessee, Treasury Department | 84,456 | $23.0M | 0.08% | +7,766+10.1% | Added |
| LMR Partners LLP | 84,964 | $23.1M | 0.59% | +82,863+3,944.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 88,489 | $23.1M | 0.05% | +28,727+48.1% | Added |
| Applied Finance Capital Management, LLC | 86,947 | $23.6M | 1.66% | +11,680+15.5% | Added |
| Coerente Capital Management | 88,043 | $23.9M | 4.52% | −840−0.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 91,215 | $24.8M | 0.08% | −968−1.1% | Reduced |
| State of New Jersey Common Pension Fund D | 91,421 | $24.8M | 0.08% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 92,261 | $25.1M | 0.32% | +92,261 | New |
| Vestcor Inc | 92,667 | $25.2M | 0.86% | +25,594+38.2% | Added |
| STRS Ohio | 92,720 | $25.2M | 0.10% | +4,548+5.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 94,593 | $25.7M | 0.03% | +19,679+26.3% | Added |
| Toronto Dominion Bank | 94,601 | $25.7M | 0.04% | −7,633−7.5% | Reduced |
| Diamond Hill Capital Management Inc | 98,429 | $26.7M | 0.11% | −3,005−3.0% | Reduced |
| Qube Research & Technologies Ltd | 98,772 | $26.8M | 0.05% | −442,650−81.8% | Reduced |
| Stock Yards Bank & Trust Co | 100,367 | $27.3M | 0.90% | +29,782+42.2% | Added |
| Capital International Inc | 100,796 | $27.4M | 0.37% | +22,789+29.2% | Added |
| Renaissance Technologies LLC | 102,200 | $27.8M | 0.04% | −82,500−44.7% | Reduced |
| Manufacturers Life Insurance Company, The | 103,070 | $28.0M | 0.03% | −16,374−13.7% | Reduced |
| Connectus Wealth, LLC | 105,944 | $28.8M | 0.79% | −743−0.7% | Reduced |
| Mane Global Capital Management LP | 108,827 | $29.6M | 2.51% | +108,827 | New |
| M&T Bank Corp | 108,908 | $29.6M | 0.10% | +9,205+9.2% | Added |
| Cerity Partners LLC | 110,899 | $30.1M | 0.08% | +25,158+29.3% | Added |
| Ninety One SA (PTY) Ltd | 112,123 | $30.4M | 4.38% | +112,123 | New |
| Fifth Third Bancorp | 111,895 | $30.4M | 0.12% | −996−0.9% | Reduced |
| Klingenstein Fields & Co LP | 112,939 | $30.7M | 1.27% | −2,621−2.3% | Reduced |
| Rockefeller Capital Management L.P. | 113,072 | $30.7M | 0.09% | −13,430−10.6% | Reduced |
| Janney Montgomery Scott LLC | 115,057 | $31.3M | 0.09% | +302+0.3% | Added |