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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 1,364,188 | $370.7M | 0.23% | −23,189−1.7% | Reduced |
| Northern Trust Corp | 1,376,592 | $374.1M | 0.06% | −81,240−5.6% | Reduced |
| Royal Bank of Canada | 1,570,236 | $426.7M | 0.10% | −4,867−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,760,384 | $470.0M | 0.11% | +356,889+25.4% | Added |
| Norges Bank | 1,897,749 | $515.7M | 0.08% | +61,786+3.4% | Added |
| Bank of America Corp | 1,899,612 | $516.2M | 0.05% | +123,659+7.0% | Added |
| FMR LLC | 1,913,437 | $520.0M | 0.03% | −24,574−1.3% | Reduced |
| Janus Henderson Group PLC | 2,187,473 | $594.5M | 0.32% | −68,087−3.0% | Reduced |
| Price T Rowe Associates Inc | 2,232,383 | $606.7M | 0.07% | −239,399−9.7% | Reduced |
| Capital Research Global Investors | 2,469,997 | $671.2M | 0.15% | +222,380+9.9% | Added |
| JPMorgan Chase & Co | 2,842,369 | $772.4M | 0.07% | +149,005+5.5% | Added |
| Invesco Ltd. | 2,964,020 | $805.5M | 0.17% | −176,743−5.6% | Reduced |
| Wellington Management Group LLP | 2,979,397 | $809.7M | 0.14% | +1,352,792+83.2% | Added |
| Geode Capital Management, LLC | 3,121,306 | $845.7M | 0.08% | +83,231+2.7% | Added |
| Aristotle Capital Management, LLC | 3,158,837 | $858.4M | 1.59% | −61,569−1.9% | Reduced |
| Alliancebernstein L.P. | 3,179,896 | $864.2M | 0.31% | +12,518+0.4% | Added |
| Morgan Stanley | 6,193,711 | $1.68B | 0.14% | +1,925,315+45.1% | Added |
| State Street Corp | 6,743,199 | $1.83B | 0.08% | −101,425−1.5% | Reduced |
| Capital World Investors | 9,040,669 | $2.46B | 0.41% | +723,549+8.7% | Added |
| BlackRock Inc. | 10,231,992 | $2.78B | 0.07% | −528,825−4.9% | Reduced |
| Capital International Investors | 11,685,249 | $3.18B | 0.64% | +3,304,709+39.4% | Added |
| Vanguard Group Inc | 13,705,793 | $3.72B | 0.07% | +462,891+3.5% | Added |
| Weybosset Research & Management LLC | 825 | – | – | +825 | New |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −266,566−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −190,245−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −135,576−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −103,620−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −87,194−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −79,605−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −63,812−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −63,031−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −47,442−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −43,252−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −42,827−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −37,203−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −34,316−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −32,175−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −25,091−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −23,807−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −23,775−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −19,380−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −18,385−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −16,721−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −15,114−100.0% | Sold out |
| Herbst Group, LLC | 0 | $0 | 0.00% | −13,550−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −11,745−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,705−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,449−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −5,724−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,717−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,072−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −5,046−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,973−100.0% | Sold out |
| Boomfish Wealth Group, LLC | 0 | $0 | 0.00% | −4,448−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −4,188−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,964−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,680−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,586−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,113−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,393−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −2,196−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −2,010−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −1,891−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |
| United Bank | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Iron Financial, LLC | 0 | $0 | 0.00% | −1,751−100.0% | Sold out |
| Cresta Advisors, Ltd. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Meridian Financial Partners LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,364−100.0% | Sold out |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −1,346−100.0% | Sold out |
| Grayhawk Investment Strategies Inc. | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |
| Meridian Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −949−100.0% | Sold out |
| Leeward Financial Partners, LLC | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −849−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −568−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Naples Money Management LLC | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Kelly Lawrence W & Associates Inc | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |