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 $20.1B 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 | 1,038 | $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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 152,924 | $41.6M | 2.02% | +2,742+1.8% | Added |
| Aviva PLC | 150,634 | $40.9M | 0.13% | +93,610+164.2% | Added |
| State of Wisconsin Investment Board | 147,456 | $40.1M | 0.11% | +10,043+7.3% | Added |
| Retirement Systems of Alabama | 146,550 | $39.8M | 0.15% | −31,770−17.8% | Reduced |
| Confluence Investment Management LLC | 143,428 | $39.0M | 0.52% | +143,428 | New |
| The PNC Financial Services Group, Inc. | 141,706 | $38.5M | 0.03% | +2,131+1.5% | Added |
| Howland Capital Management LLC | 141,314 | $38.4M | 1.85% | +4,051+3.0% | Added |
| New York State Teachers Retirement System | 138,311 | $37.6M | 0.08% | −7,527−5.2% | Reduced |
| State Board of Administration of Florida Retirement System | 165,175 | $37.3M | 0.09% | −6,740−3.9% | Reduced |
| Calamos Advisors LLC | 136,756 | $37.2M | 0.18% | −21,447−13.6% | Reduced |
| Vaughan David Investments LLC | 136,644 | $37.1M | 0.92% | +2,562+1.9% | Added |
| Baird Financial Group, Inc. | 136,240 | $37.0M | 0.08% | −934−0.7% | Reduced |
| Ofi Invest Asset Management | 146,891 | $37.0M | 1.00% | +38,342+35.3% | Added |
| Crestwood Advisors Group LLC | 133,037 | $36.2M | 0.79% | +1,884+1.4% | Added |
| Commonwealth Equity Services, LLC | 126,558 | $34.4M | 0.06% | +2,338+1.9% | Added |
| Border to Coast Pensions Partnership Ltd | 125,154 | $34.0M | 0.76% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 124,757 | $33.9M | 0.05% | −23,772−16.0% | Reduced |
| Great West Life Assurance Co | 121,683 | $33.1M | 0.07% | −43,744−26.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 121,635 | $33.1M | 0.77% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 116,937 | $31.8M | 1.12% | −935−0.8% | Reduced |
| Prudential Financial Inc | 116,652 | $31.7M | 0.04% | −4,709−3.9% | Reduced |
| LPL Financial LLC | 115,901 | $31.5M | 0.02% | +2,592+2.3% | Added |
| Janney Montgomery Scott LLC | 115,057 | $31.3M | 0.09% | +302+0.3% | Added |
| Rockefeller Capital Management L.P. | 113,072 | $30.7M | 0.09% | −13,430−10.6% | Reduced |
| Klingenstein Fields & Co LP | 112,939 | $30.7M | 1.27% | −2,621−2.3% | Reduced |
| Fifth Third Bancorp | 111,895 | $30.4M | 0.12% | −996−0.9% | Reduced |
| Ninety One SA (PTY) Ltd | 112,123 | $30.4M | 4.38% | +112,123 | New |
| Cerity Partners LLC | 110,899 | $30.1M | 0.08% | +25,158+29.3% | Added |
| M&T Bank Corp | 108,908 | $29.6M | 0.10% | +9,205+9.2% | Added |
| Mane Global Capital Management LP | 108,827 | $29.6M | 2.51% | +108,827 | New |
| Connectus Wealth, LLC | 105,944 | $28.8M | 0.79% | −743−0.7% | Reduced |
| Manufacturers Life Insurance Company, The | 103,070 | $28.0M | 0.03% | −16,374−13.7% | Reduced |
| Renaissance Technologies LLC | 102,200 | $27.8M | 0.04% | −82,500−44.7% | Reduced |
| Capital International Inc | 100,796 | $27.4M | 0.37% | +22,789+29.2% | Added |
| Stock Yards Bank & Trust Co | 100,367 | $27.3M | 0.90% | +29,782+42.2% | Added |
| Qube Research & Technologies Ltd | 98,772 | $26.8M | 0.05% | −442,650−81.8% | Reduced |
| Diamond Hill Capital Management Inc | 98,429 | $26.7M | 0.11% | −3,005−3.0% | Reduced |
| Toronto Dominion Bank | 94,601 | $25.7M | 0.04% | −7,633−7.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 94,593 | $25.7M | 0.03% | +19,679+26.3% | Added |
| STRS Ohio | 92,720 | $25.2M | 0.10% | +4,548+5.2% | Added |
| Vestcor Inc | 92,667 | $25.2M | 0.86% | +25,594+38.2% | Added |
| Artemis Investment Management LLP | 92,261 | $25.1M | 0.32% | +92,261 | New |
| State of New Jersey Common Pension Fund D | 91,421 | $24.8M | 0.08% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 91,215 | $24.8M | 0.08% | −968−1.1% | Reduced |
| Coerente Capital Management | 88,043 | $23.9M | 4.52% | −840−0.9% | Reduced |
| Applied Finance Capital Management, LLC | 86,947 | $23.6M | 1.66% | +11,680+15.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 88,489 | $23.1M | 0.05% | +28,727+48.1% | Added |
| LMR Partners LLP | 84,964 | $23.1M | 0.59% | +82,863+3,944.0% | Added |
| State of Tennessee, Treasury Department | 84,456 | $23.0M | 0.08% | +7,766+10.1% | Added |
| US Bancorp | 84,399 | $22.9M | 0.03% | −4,615−5.2% | Reduced |
| Davis R M Inc | 84,024 | $22.8M | 0.48% | −2,921−3.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 83,997 | $22.8M | 0.05% | −5,034−5.7% | Reduced |
| Davidson Investment Advisors | 82,683 | $22.5M | 1.17% | +2,332+2.9% | Added |
| Welch & Forbes LLC | 78,148 | $21.2M | 0.29% | +369+0.5% | Added |
| Nomura Asset Management Co Ltd | 77,393 | $21.0M | 0.08% | −1,359−1.7% | Reduced |
| Natixis Advisors, L.P. | 77,005 | $20.9M | 0.05% | −19,137−19.9% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 76,950 | $20.9M | 0.98% | +76,950 | New |
| Public Employees Retirement System of Ohio | 75,744 | $20.6M | 0.08% | −6,240−7.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 75,313 | $20.5M | 2.44% | −170.0% | Reduced |
| Glenview Trust Co | 75,115 | $20.4M | 0.44% | +1,982+2.7% | Added |
| Arrowstreet Capital, Limited Partnership | 74,527 | $20.3M | 0.02% | +66,385+815.3% | Added |
| Treasurer of the State of North Carolina | 73,975 | $20.1M | 0.09% | +450+0.6% | Added |
| Comerica Bank | 73,602 | $20.0M | 0.09% | +1,368+1.9% | Added |
| National Bank of Canada | 76,068 | $19.9M | 0.03% | −11,634−13.3% | Reduced |
| Bank of Nova Scotia | 72,355 | $19.7M | 0.04% | +9,187+14.5% | Added |
| Pictet Asset Management Holding SA | 71,430 | $19.4M | 0.02% | −11,070−13.4% | Reduced |
| Braun Stacey Associates Inc | 71,280 | $19.4M | 0.77% | +5,946+9.1% | Added |
| Exencial Wealth Advisors, LLC | 71,080 | $19.3M | 0.72% | +2,047+3.0% | Added |
| Tocqueville Asset Management L.P. | 70,862 | $19.3M | 0.31% | +518+0.7% | Added |
| Susquehanna International Group, LLP | 70,014 | $19.0M | 0.03% | −51,652−42.5% | Reduced |
| Victory Capital Management Inc | 69,850 | $19.0M | 0.02% | +17,280+32.9% | Added |
| Danske Bank A/S | 69,497 | $18.9M | 0.06% | +69,497 | New |
| Tiaa Trust, National Association | 68,746 | $18.7M | 0.06% | +17,913+35.2% | Added |
| Lido Advisors, LLC | 68,727 | $18.7M | 0.17% | +3,880+6.0% | Added |
| 2Xideas AG | 68,371 | $18.6M | 2.27% | −2,060−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 68,285 | $18.6M | 0.04% | −19,493−22.2% | Reduced |
| Wesbanco Bank Inc | 67,786 | $18.4M | 0.70% | +31,459+86.6% | Added |
| Standard Life Aberdeen plc | 67,545 | $18.4M | 0.04% | +1,231+1.9% | Added |
| Mn Services Vermogensbeheer B.V. | 66,500 | $18.1M | 0.13% | −10,700−13.9% | Reduced |
| Howe & Rusling Inc | 64,905 | $17.6M | 1.69% | +447+0.7% | Added |
| Lazard Asset Management LLC | 64,549 | $17.5M | 0.02% | −2,784−4.1% | Reduced |
| Royal London Asset Management Ltd | 64,170 | $17.4M | 0.04% | −1,981−3.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 62,613 | $17.0M | 0.03% | +450+0.7% | Added |
| Gradient Investments LLC | 62,455 | $17.0M | 0.39% | −1,471−2.3% | Reduced |
| Azimuth Capital Investment Management LLC | 61,663 | $16.8M | 0.69% | +342+0.6% | Added |
| Empire Life Investments Inc. | 61,389 | $16.7M | 1.02% | +15,988+35.2% | Added |
| Nisa Investment Advisors, LLC | 61,375 | $16.7M | 0.11% | −2,836−4.4% | Reduced |
| Asset Management One Co.,Ltd. | 61,318 | $16.7M | 0.06% | −2,458−3.9% | Reduced |
| Smith, Salley & Associates | 60,884 | $16.5M | 1.28% | −17,591−22.4% | Reduced |
| Russell Investments Group, Ltd. | 58,814 | $16.0M | 0.03% | +7,343+14.3% | Added |
| ExodusPoint Capital Management, LP | 58,377 | $15.9M | 0.20% | −456,869−88.7% | Reduced |
| Balyasny Asset Management LLC | 57,906 | $15.7M | 0.04% | −278,410−82.8% | Reduced |
| Copeland Capital Management, LLC | 57,027 | $15.5M | 0.28% | +4,433+8.4% | Added |
| TD Waterhouse Canada Inc. | 50,957 | $15.4M | 0.12% | +1,517+3.1% | Added |
| Van Eck Associates Corp | 56,107 | $15.2M | 0.02% | −3,104−5.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 56,014 | $15.2M | 0.23% | −755−1.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 55,689 | $15.1M | 0.05% | +3,953+7.6% | Added |
| Freemont Management S.A. | 53,700 | $14.6M | 2.25% | +53,700 | New |
| Resona Asset Management Co.,Ltd. | 53,514 | $14.5M | 0.09% | +53,514 | New |
| Erste Asset Management GmbH | 52,850 | $14.4M | 0.20% | 00.0% | Unchanged |