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, Q2 2024
Institutional positions in Constellation Brands, Inc. as of Jun 30, 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
- 1,342
- +39 vs. Q1 2024
- Shares held
- 149.0M
- −11.3M (−7.0%) vs. Q1 2024
- Total value
- $38.6B
- −$5.00B (−11.5%) vs. Q1 2024
- New holders
- 124
- 534 more added
- Sold out
- 85
- 469 more reduced
19 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,763,327 | $3.54B | 0.07% | +57,534+0.4% | Added |
| Capital International Investors | 10,969,887 | $2.82B | 0.58% | −715,362−6.1% | Reduced |
| BlackRock Inc. | 10,403,023 | $2.68B | 0.06% | +171,031+1.7% | Added |
| Capital World Investors | 9,885,767 | $2.54B | 0.41% | +845,098+9.3% | Added |
| Morgan Stanley | 8,057,637 | $2.07B | 0.16% | −10,523,496−56.6% | Reduced |
| State Street Corp | 6,742,217 | $1.73B | 0.08% | −9820.0% | Reduced |
| JPMorgan Chase & Co | 6,379,938 | $1.64B | 0.07% | +695,200+12.2% | Added |
| Geode Capital Management, LLC | 3,173,110 | $813.7M | 0.07% | +51,804+1.7% | Added |
| Aristotle Capital Management, LLC | 3,087,773 | $794.4M | 1.54% | −71,064−2.2% | Reduced |
| Alliancebernstein L.P. | 2,956,423 | $760.6M | 0.27% | −223,473−7.0% | Reduced |
| Wellington Management Group LLP | 2,954,485 | $760.1M | 0.14% | −24,912−0.8% | Reduced |
| Capital Research Global Investors | 2,723,804 | $700.8M | 0.15% | +253,807+10.3% | Added |
| Invesco Ltd. | 2,385,046 | $613.6M | 0.13% | −578,974−19.5% | Reduced |
| Price T Rowe Associates Inc | 1,930,063 | $496.6M | 0.06% | −302,320−13.5% | Reduced |
| Norges Bank | 1,904,896 | $490.1M | 0.07% | +7,147+0.4% | Added |
| Janus Henderson Group PLC | 1,831,627 | $471.2M | 0.25% | −355,846−16.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,755,694 | $451.7M | 0.09% | −4,690−0.3% | Reduced |
| Bank of America Corp | 1,713,857 | $440.9M | 0.04% | −185,755−9.8% | Reduced |
| FMR LLC | 1,697,789 | $436.8M | 0.03% | −215,648−11.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,661,267 | $427.4M | 0.52% | +1,471,274+774.4% | Added |
| Royal Bank of Canada | 1,603,634 | $412.6M | 0.10% | +33,398+2.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,480,070 | $380.8M | 1.29% | +193,991+15.1% | Added |
| Northern Trust Corp | 1,417,903 | $364.8M | 0.06% | +41,311+3.0% | Added |
| American Century Companies Inc | 1,322,343 | $340.2M | 0.21% | −41,845−3.1% | Reduced |
| Darsana Capital Partners LP | 1,300,000 | $334.5M | 9.14% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,200,922 | $309.0M | 0.09% | +182,234+17.9% | Added |
| Boston Partners | 1,099,392 | $282.9M | 0.35% | +123,803+12.7% | Added |
| Strategic Financial Concepts, LLC | 31,649 | $267.7M | 0.16% | +30,483+2,614.3% | Added |
| Legal & General Group Plc | 1,020,851 | $262.6M | 0.07% | +3,185+0.3% | Added |
| Dimensional Fund Advisors LP | 1,002,332 | $257.9M | 0.07% | +241,982+31.8% | Added |
| Sculptor Capital LP | 1,000,000 | $257.3M | 5.32% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 984,794 | $253.4M | 0.05% | −36,705−3.6% | Reduced |
| Franklin Resources Inc | 953,794 | $245.4M | 0.08% | +4,869+0.5% | Added |
| Voya Investment Management LLC | 835,715 | $214.7M | 0.21% | −45,365−5.1% | Reduced |
| Wells Fargo & Company | 829,631 | $213.4M | 0.06% | +92,164+12.5% | Added |
| UBS Group AG | 786,056 | $202.2M | 0.06% | +4,730+0.6% | Added |
| Deutsche Bank AG | 739,974 | $190.4M | 0.09% | −70,022−8.6% | Reduced |
| Goldman Sachs Group Inc | 736,675 | $189.5M | 0.04% | +99,003+15.5% | Added |
| California Public Employees Retirement System | 638,201 | $164.2M | 0.12% | −82,622−11.5% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 574,433 | $147.8M | 2.49% | −82,000−12.5% | Reduced |
| Massachusetts Financial Services Co | 513,277 | $132.1M | 0.04% | −7,991−1.5% | Reduced |
| Bain Capital Public Equity Management II, LLC | 505,255 | $130.0M | 5.84% | −44,688−8.1% | Reduced |
| Swiss National Bank | 487,100 | $125.3M | 0.09% | −5,500−1.1% | Reduced |
| Clearbridge Investments, LLC | 485,278 | $124.9M | 0.10% | −17,780−3.5% | Reduced |
| Manning & Napier Advisors LLC | 464,063 | $119.4M | 1.35% | +464,063 | New |
| Ameriprise Financial Inc | 455,657 | $117.2M | 0.03% | +84,133+22.6% | Added |
| Raymond James & Associates | 443,084 | $114.0M | 0.07% | +55,932+14.4% | Added |
| Westfield Capital Management Co LP | 441,031 | $113.5M | 0.56% | +13,870+3.2% | Added |
| J. Goldman & Co LP | 431,859 | $111.1M | 4.13% | +431,859 | New |
| Envestnet Asset Management Inc | 403,474 | $103.8M | 0.04% | +52,694+15.0% | Added |
| KBC Group NV | 399,333 | $102.7M | 0.31% | −242,759−37.8% | Reduced |
| Fort Pitt Capital Group, LLC | 357,855 | $92.1M | 2.80% | +11,098+3.2% | Added |
| Ninety One UK Ltd | 351,276 | $90.4M | 0.25% | −2,935−0.8% | Reduced |
| Nuveen Asset Management, LLC | 346,743 | $89.2M | 0.03% | −140,797−28.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 345,770 | $89.0M | 0.07% | −31,047−8.2% | Reduced |
| Evercore Wealth Management, LLC | 344,823 | $88.7M | 1.40% | −440−0.1% | Reduced |
| National Pension Service | 336,048 | $86.5M | 0.10% | +11,020+3.4% | Added |
| Rhumbline Advisers | 326,729 | $84.1M | 0.08% | +4,224+1.3% | Added |
| Bank of Montreal | 318,216 | $83.3M | 0.03% | −16,080−4.8% | Reduced |
| Canada Pension Plan Investment Board | 322,131 | $82.9M | 0.08% | −12,700−3.8% | Reduced |
| Epoch Investment Partners, Inc. | 319,198 | $82.1M | 0.37% | +7,590+2.4% | Added |
| HSBC Holdings PLC | 314,944 | $80.9M | 0.05% | −11,819−3.6% | Reduced |
| Amundi | 310,052 | $77.6M | 0.03% | +5,957+2.0% | Added |
| California State Teachers Retirement System | 288,866 | $74.3M | 0.09% | +4,642+1.6% | Added |
| Huntington National Bank | 288,204 | $74.1M | 0.57% | +9,974+3.6% | Added |
| TD Asset Management Inc | 277,283 | $71.3M | 0.07% | +27,701+11.1% | Added |
| Bradley Foster & Sargent Inc | 267,933 | $68.9M | 1.24% | −1,621−0.6% | Reduced |
| Nicholas Company, Inc. | 267,425 | $68.8M | 1.14% | −400.0% | Reduced |
| Barclays PLC | 264,244 | $68.0M | 0.03% | −449,728−63.0% | Reduced |
| Ilex Capital Partners (UK) LLP | 255,346 | $65.7M | 6.73% | +255,346 | New |
| Bridgewater Associates, LP | 243,400 | $62.6M | 0.33% | −18,399−7.0% | Reduced |
| HighTower Advisors, LLC | 229,551 | $59.1M | 0.09% | −2,856−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 223,356 | $57.5M | 0.14% | +904+0.4% | Added |
| CI Private Wealth, LLC | 222,128 | $57.1M | 0.10% | −16,050−6.7% | Reduced |
| Neuberger Berman Group LLC | 220,430 | $56.7M | 0.05% | −47,947−17.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 213,551 | $54.9M | 0.10% | −203,350−48.8% | Reduced |
| Cambiar Investors LLC | 210,596 | $54.2M | 2.12% | −4,140−1.9% | Reduced |
| Principal Financial Group Inc | 205,390 | $52.8M | 0.03% | −2,941−1.4% | Reduced |
| Douglas Lane & Associates, LLC | 204,287 | $52.6M | 0.75% | −33,639−14.1% | Reduced |
| New York State Common Retirement Fund | 203,665 | $52.4M | 0.07% | −3,175−1.5% | Reduced |
| Coho Partners, Ltd. | 202,109 | $52.0M | 1.81% | +202,109 | New |
| Aviva PLC | 199,117 | $51.2M | 0.14% | +48,483+32.2% | Added |
| Northwestern Mutual Wealth Management Co | 195,048 | $50.2M | 0.05% | +199+0.1% | Added |
| Holocene Advisors, LP | 194,416 | $50.0M | 0.21% | +194,416 | New |
| Stifel Financial Corp | 194,316 | $50.0M | 0.06% | −2,488−1.3% | Reduced |
| Employees Retirement System of Texas | 194,000 | $49.9M | 0.47% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 192,751 | $49.6M | 0.50% | +7,990+4.3% | Added |
| Freshford Capital Management, LLC | 191,081 | $49.2M | 9.25% | +26,229+15.9% | Added |
| Fort Washington Investment Advisors Inc | 188,327 | $48.5M | 0.32% | +382+0.2% | Added |
| Balyasny Asset Management LLC | 182,802 | $47.0M | 0.12% | +124,896+215.7% | Added |
| SEI Investments Co | 181,665 | $46.7M | 0.07% | +5,262+3.0% | Added |
| Citigroup Inc | 180,931 | $46.5M | 0.04% | +15,018+9.1% | Added |
| Ami Asset Management Corp | 171,563 | $44.1M | 2.38% | −3,293−1.9% | Reduced |
| Korea Investment CORP | 165,119 | $42.5M | 0.11% | −37,918−18.7% | Reduced |
| Commerce Bank | 161,785 | $41.6M | 0.27% | +147,230+1,011.5% | Added |
| Birch Hill Investment Advisors LLC | 151,799 | $39.1M | 1.89% | −1,125−0.7% | Reduced |
| Artemis Investment Management LLP | 150,355 | $38.7M | 0.52% | +58,094+63.0% | Added |
| Federated Hermes, Inc. | 147,487 | $37.9M | 0.09% | −12,337−7.7% | Reduced |
| State of Wisconsin Investment Board | 146,864 | $37.8M | 0.10% | −592−0.4% | Reduced |
| Howland Capital Management LLC | 143,598 | $36.9M | 1.77% | +2,284+1.6% | Added |