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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 115,901 | $31.5M | 0.02% | +2,592+2.3% | Added |
| Prudential Financial Inc | 116,652 | $31.7M | 0.04% | −4,709−3.9% | Reduced |
| Heritage Investors Management Corp | 116,937 | $31.8M | 1.12% | −935−0.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 121,635 | $33.1M | 0.77% | 00.0% | Unchanged |
| Great West Life Assurance Co | 121,683 | $33.1M | 0.07% | −43,744−26.4% | Reduced |
| Mackenzie Financial Corp | 124,757 | $33.9M | 0.05% | −23,772−16.0% | Reduced |
| Border to Coast Pensions Partnership Ltd | 125,154 | $34.0M | 0.76% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 126,558 | $34.4M | 0.06% | +2,338+1.9% | Added |
| Crestwood Advisors Group LLC | 133,037 | $36.2M | 0.79% | +1,884+1.4% | Added |
| Ofi Invest Asset Management | 146,891 | $37.0M | 1.00% | +38,342+35.3% | Added |
| Baird Financial Group, Inc. | 136,240 | $37.0M | 0.08% | −934−0.7% | Reduced |
| Vaughan David Investments LLC | 136,644 | $37.1M | 0.92% | +2,562+1.9% | Added |
| Calamos Advisors LLC | 136,756 | $37.2M | 0.18% | −21,447−13.6% | Reduced |
| State Board of Administration of Florida Retirement System | 165,175 | $37.3M | 0.09% | −6,740−3.9% | Reduced |
| New York State Teachers Retirement System | 138,311 | $37.6M | 0.08% | −7,527−5.2% | Reduced |
| Howland Capital Management LLC | 141,314 | $38.4M | 1.85% | +4,051+3.0% | Added |
| The PNC Financial Services Group, Inc. | 141,706 | $38.5M | 0.03% | +2,131+1.5% | Added |
| Confluence Investment Management LLC | 143,428 | $39.0M | 0.52% | +143,428 | New |
| Retirement Systems of Alabama | 146,550 | $39.8M | 0.15% | −31,770−17.8% | Reduced |
| State of Wisconsin Investment Board | 147,456 | $40.1M | 0.11% | +10,043+7.3% | Added |
| Aviva PLC | 150,634 | $40.9M | 0.13% | +93,610+164.2% | Added |
| Birch Hill Investment Advisors LLC | 152,924 | $41.6M | 2.02% | +2,742+1.8% | Added |
| Federated Hermes, Inc. | 159,824 | $43.4M | 0.10% | −4,828−2.9% | Reduced |
| Freshford Capital Management, LLC | 164,852 | $44.8M | 7.70% | −1,075−0.6% | Reduced |
| Citigroup Inc | 165,913 | $45.1M | 0.05% | +24,461+17.3% | Added |
| Atreides Management, LP | 167,641 | $45.6M | 1.37% | +167,641 | New |
| BNP Paribas Arbitrage, SA | 169,651 | $46.1M | 0.06% | +111,294+190.7% | Added |
| Ami Asset Management Corp | 174,856 | $47.5M | 2.43% | +5,389+3.2% | Added |
| SEI Investments Co | 176,403 | $47.9M | 0.07% | +6,924+4.1% | Added |
| Capital Group Private Client Services, Inc. | 184,761 | $50.2M | 0.51% | +32,583+21.4% | Added |
| Fort Washington Investment Advisors Inc | 187,945 | $51.1M | 0.33% | +772+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 189,993 | $51.6M | 0.07% | +32,034+20.3% | Added |
| Employees Retirement System of Texas | 194,000 | $52.7M | 0.58% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 194,849 | $53.0M | 0.05% | −554−0.3% | Reduced |
| Stifel Financial Corp | 196,804 | $53.5M | 0.06% | +4,219+2.2% | Added |
| Rokos Capital Management LLP | 197,627 | $53.7M | 1.38% | +69,639+54.4% | Added |
| Korea Investment CORP | 203,037 | $55.2M | 0.14% | +14,682+7.8% | Added |
| New York State Common Retirement Fund | 206,840 | $56.2M | 0.07% | −3,454−1.6% | Reduced |
| Principal Financial Group Inc | 208,331 | $56.6M | 0.03% | +4,020+2.0% | Added |
| Cambiar Investors LLC | 214,736 | $58.4M | 2.17% | +1,516+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 222,452 | $60.5M | 0.16% | +5,368+2.5% | Added |
| Scopus Asset Management, L.P. | 230,000 | $62.5M | 2.05% | 00.0% | Unchanged |
| Credit Suisse AG | 230,915 | $62.8M | 0.06% | +2,579+1.1% | Added |
| HighTower Advisors, LLC | 232,407 | $63.2M | 0.10% | +6,891+3.1% | Added |
| CI Private Wealth, LLC | 238,178 | $64.2M | 0.11% | +4,070+1.7% | Added |
| Douglas Lane & Associates, LLC | 237,926 | $64.7M | 0.91% | −20,560−8.0% | Reduced |
| Assenagon Asset Management S.A. | 238,533 | $64.8M | 0.17% | +135,052+130.5% | Added |
| TD Asset Management Inc | 249,582 | $67.8M | 0.06% | +57,046+29.6% | Added |
| Bridgewater Associates, LP | 261,799 | $71.1M | 0.36% | −27,221−9.4% | Reduced |
| Nicholas Company, Inc. | 267,465 | $72.7M | 1.20% | 00.0% | Unchanged |
| Citadel Advisors LLC | 267,722 | $72.8M | 0.07% | −1,124,210−80.8% | Reduced |
| Neuberger Berman Group LLC | 268,377 | $72.9M | 0.06% | −407,756−60.3% | Reduced |
| Bradley Foster & Sargent Inc | 269,554 | $73.3M | 1.32% | +405+0.2% | Added |
| Huntington National Bank | 278,230 | $75.6M | 0.61% | +5,049+1.8% | Added |
| California State Teachers Retirement System | 284,224 | $77.2M | 0.10% | +5,111+1.8% | Added |
| Amundi | 304,095 | $78.7M | 0.03% | −56,723−15.7% | Reduced |
| Epoch Investment Partners, Inc. | 311,608 | $84.7M | 0.38% | +58,788+23.3% | Added |
| Rhumbline Advisers | 322,505 | $87.6M | 0.08% | +10,603+3.4% | Added |
| National Pension Service | 325,028 | $88.3M | 0.11% | +11,708+3.7% | Added |
| HSBC Holdings PLC | 326,763 | $88.8M | 0.06% | +92,761+39.6% | Added |
| Bank of Montreal | 334,296 | $91.0M | 0.05% | −231,173−40.9% | Reduced |
| Canada Pension Plan Investment Board | 334,831 | $91.0M | 0.10% | +36,701+12.3% | Added |
| TOMS Capital Investment Management LP | 337,000 | $91.6M | 5.95% | −110,000−24.6% | Reduced |
| Evercore Wealth Management, LLC | 345,263 | $93.8M | 1.47% | +6,553+1.9% | Added |
| Fort Pitt Capital Group, LLC | 346,757 | $94.2M | 2.90% | +17,658+5.4% | Added |
| Envestnet Asset Management Inc | 350,780 | $95.3M | 0.04% | +105,230+42.9% | Added |
| Ninety One UK Ltd | 354,211 | $96.3M | 0.27% | +354,211 | New |
| Ameriprise Financial Inc | 371,524 | $101.0M | 0.03% | +18,898+5.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 376,817 | $102.4M | 0.07% | −6,492−1.7% | Reduced |
| Raymond James & Associates | 387,152 | $105.2M | 0.07% | +2,109+0.5% | Added |
| Palestra Capital Management LLC | 414,990 | $112.8M | 4.33% | +70,853+20.6% | Added |
| Adage Capital Partners GP, L.L.C. | 416,901 | $113.3M | 0.21% | −154,450−27.0% | Reduced |
| Westfield Capital Management Co LP | 427,161 | $116.1M | 0.61% | −8,195−1.9% | Reduced |
| Millennium Management LLC | 462,634 | $125.7M | 0.11% | −17,770−3.7% | Reduced |
| Manning & Napier Group, LLC | 465,867 | $126.6M | 1.44% | +253,452+119.3% | Added |
| Junto Capital Management LP | 478,427 | $130.0M | 2.88% | −59,685−11.1% | Reduced |
| Nuveen Asset Management, LLC | 487,540 | $132.5M | 0.04% | −7,940−1.6% | Reduced |
| Swiss National Bank | 492,600 | $133.9M | 0.09% | −24,200−4.7% | Reduced |
| Clearbridge Investments, LLC | 503,058 | $136.7M | 0.11% | +5,302+1.1% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 507,000 | $137.8M | 1.37% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 521,268 | $141.7M | 0.04% | +30,129+6.1% | Added |
| Bain Capital Public Equity Management II, LLC | 549,943 | $149.5M | 6.13% | −80,572−12.8% | Reduced |
| Goldman Sachs Group Inc | 637,672 | $173.3M | 0.04% | −28,879−4.3% | Reduced |
| KBC Group NV | 642,092 | $174.5M | 0.55% | +391,147+155.9% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 656,433 | $178.4M | 2.71% | +656,433 | New |
| Barclays PLC | 713,972 | $194.0M | 0.09% | +304,923+74.5% | Added |
| California Public Employees Retirement System | 720,823 | $195.9M | 0.14% | −9,745−1.3% | Reduced |
| Wells Fargo & Company | 737,467 | $200.4M | 0.05% | −5,268−0.7% | Reduced |
| Dimensional Fund Advisors LP | 760,350 | $206.6M | 0.06% | +120,660+18.9% | Added |
| UBS Group AG | 781,326 | $212.3M | 0.07% | +136,620+21.2% | Added |
| Deutsche Bank AG | 809,996 | $220.1M | 0.10% | +68,847+9.3% | Added |
| Voya Investment Management LLC | 881,080 | $239.1M | 0.23% | +54,035+6.5% | Added |
| Franklin Resources Inc | 948,925 | $257.9M | 0.08% | −25,922−2.7% | Reduced |
| Boston Partners | 975,589 | $265.1M | 0.32% | +328,881+50.9% | Added |
| Sculptor Capital LP | 1,000,000 | $271.8M | 5.97% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,017,666 | $276.6M | 0.08% | +51,372+5.3% | Added |
| UBS Asset Management Americas Inc | 1,018,688 | $276.8M | 0.10% | −173,816−14.6% | Reduced |
| Bank of New York Mellon Corp | 1,021,499 | $277.6M | 0.05% | −63,326−5.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,286,079 | $349.5M | 1.27% | +305,746+31.2% | Added |
| Darsana Capital Partners LP | 1,300,000 | $353.3M | 11.35% | 00.0% | Unchanged |