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, 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
- 145.8M
- +768.8K (+0.5%) vs. Q1 2024
- Total value
- $37.5B
- −$1.90B (−4.8%) vs. Q1 2024
- New holders
- 124
- 535 more added
- Sold out
- 85
- 468 more reduced
20 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 | 1,039 | $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, 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 |
|---|---|---|---|---|---|
| Bain Capital Public Equity Management II, LLC | 505,255 | $130.0M | 5.84% | −44,688−8.1% | Reduced |
| Massachusetts Financial Services Co | 513,277 | $132.1M | 0.04% | −7,991−1.5% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 574,433 | $147.8M | 2.49% | −82,000−12.5% | Reduced |
| California Public Employees Retirement System | 638,201 | $164.2M | 0.12% | −82,622−11.5% | Reduced |
| Goldman Sachs Group Inc | 736,675 | $189.5M | 0.04% | +99,003+15.5% | Added |
| Deutsche Bank AG | 739,974 | $190.4M | 0.09% | −70,022−8.6% | Reduced |
| UBS Group AG | 786,056 | $202.2M | 0.06% | +4,730+0.6% | Added |
| Wells Fargo & Company | 829,631 | $213.4M | 0.06% | +92,164+12.5% | Added |
| Voya Investment Management LLC | 835,715 | $214.7M | 0.21% | −45,365−5.1% | Reduced |
| Franklin Resources Inc | 953,794 | $245.4M | 0.08% | +4,869+0.5% | Added |
| Bank of New York Mellon Corp | 984,794 | $253.4M | 0.05% | −36,705−3.6% | Reduced |
| Sculptor Capital LP | 1,000,000 | $257.3M | 5.32% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,002,332 | $257.9M | 0.07% | +241,982+31.8% | Added |
| Legal & General Group Plc | 1,020,851 | $262.6M | 0.07% | +3,185+0.3% | Added |
| Boston Partners | 1,099,392 | $282.9M | 0.35% | +123,803+12.7% | Added |
| UBS Asset Management Americas Inc | 1,200,922 | $309.0M | 0.09% | +182,234+17.9% | Added |
| Darsana Capital Partners LP | 1,300,000 | $334.5M | 9.14% | 00.0% | Unchanged |
| American Century Companies Inc | 1,322,343 | $340.2M | 0.21% | −41,845−3.1% | Reduced |
| Northern Trust Corp | 1,417,903 | $364.8M | 0.06% | +41,311+3.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,480,070 | $380.8M | 1.29% | +193,991+15.1% | Added |
| Royal Bank of Canada | 1,603,634 | $412.6M | 0.10% | +33,398+2.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,661,267 | $427.4M | 0.52% | +1,471,274+774.4% | Added |
| FMR LLC | 1,697,789 | $436.8M | 0.03% | −215,648−11.3% | Reduced |
| Bank of America Corp | 1,713,857 | $440.9M | 0.04% | −185,755−9.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,755,694 | $451.7M | 0.09% | −4,690−0.3% | Reduced |
| Janus Henderson Group PLC | 1,831,627 | $471.2M | 0.25% | −355,846−16.3% | Reduced |
| Norges Bank | 1,904,896 | $490.1M | 0.07% | +7,147+0.4% | Added |
| Price T Rowe Associates Inc | 1,930,063 | $496.6M | 0.06% | −302,320−13.5% | Reduced |
| Invesco Ltd. | 2,385,046 | $613.6M | 0.13% | −578,974−19.5% | Reduced |
| Capital Research Global Investors | 2,723,804 | $700.8M | 0.15% | +253,807+10.3% | Added |
| Wellington Management Group LLP | 2,954,485 | $760.1M | 0.14% | −24,912−0.8% | Reduced |
| Alliancebernstein L.P. | 2,956,423 | $760.6M | 0.27% | −223,473−7.0% | Reduced |
| Aristotle Capital Management, LLC | 3,087,773 | $794.4M | 1.54% | −71,064−2.2% | Reduced |
| Geode Capital Management, LLC | 3,173,110 | $813.7M | 0.07% | +51,804+1.7% | Added |
| JPMorgan Chase & Co | 3,189,969 | $820.7M | 0.07% | +347,600+12.2% | Added |
| State Street Corp | 6,742,217 | $1.73B | 0.08% | −9820.0% | Reduced |
| Morgan Stanley | 8,057,637 | $2.07B | 0.16% | +1,863,926+30.1% | Added |
| Capital World Investors | 9,885,767 | $2.54B | 0.41% | +845,098+9.3% | Added |
| BlackRock Inc. | 10,403,023 | $2.68B | 0.06% | +171,031+1.7% | Added |
| Capital International Investors | 10,969,887 | $2.82B | 0.58% | −715,362−6.1% | Reduced |
| Vanguard Group Inc | 13,763,327 | $3.54B | 0.07% | +57,534+0.4% | Added |
| Strategic Financial Concepts, LLC | 31,649 | – | – | +30,483+2,614.3% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 0 | $0 | 0.00% | −507,000−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −478,427−100.0% | Sold out |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −414,990−100.0% | Sold out |
| TOMS Capital Investment Management LP | 0 | $0 | 0.00% | −337,000−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −197,627−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −167,641−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −108,827−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −41,100−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −40,744−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −33,251−100.0% | Sold out |
| Factory Mutual Insurance Co | 0 | $0 | 0.00% | −30,800−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −29,298−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −27,855−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −22,551−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −21,899−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −15,488−100.0% | Sold out |
| Meridian Management Co | 0 | $0 | 0.00% | −12,023−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,903−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −6,487−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −6,249−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −4,756−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,986−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −2,802−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,193−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −1,959−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,292−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,274−100.0% | Sold out |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −1,238−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −1,168−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,160−100.0% | Sold out |
| Brandywine Oak Private Wealth LLC | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| WNY Asset Management, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Ballast, Inc. | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −811−100.0% | Sold out |
| Probity Advisors, Inc. | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| Financial Council Asset Management Inc | 0 | $0 | 0.00% | −803−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −799−100.0% | Sold out |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Franklin Street Advisors Inc | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| Gallagher Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| Holistic Financial Partners | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| Benin Management CORP | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −751−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −750−100.0% | Sold out |