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, Q3 2024
Institutional positions in Constellation Brands, Inc. as of Sep 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
- 1,326
- −1 vs. Q2 2024
- Shares held
- 145.3M
- +10.1M (+7.5%) vs. Q2 2024
- Total value
- $37.3B
- +$2.56B (+7.4%) vs. Q2 2024
- New holders
- 97
- 499 more added
- Sold out
- 98
- 528 more reduced
15 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Diamond Hill Capital Management Inc | 98,429 | $25.4M | 0.10% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 499,689 | $26.8M | 0.12% | +497,543+23,184.7% | Added |
| Rockefeller Capital Management L.P. | 104,306 | $26.9M | 0.07% | −5,580−5.1% | Reduced |
| SG Americas Securities, LLC | 105,855 | $27.3M | 0.10% | +88,651+515.3% | Added |
| Prudential Financial Inc | 106,837 | $27.5M | 0.04% | +2,416+2.3% | Added |
| Mackenzie Financial Corp | 107,063 | $27.6M | 0.04% | −27,116−20.2% | Reduced |
| NFJ Investment Group, LLC | 108,382 | $27.9M | 0.82% | +93,273+617.3% | Added |
| Fifth Third Bancorp | 109,595 | $28.2M | 0.10% | −1,742−1.6% | Reduced |
| Baird Financial Group, Inc. | 110,107 | $28.4M | 0.06% | −26,241−19.2% | Reduced |
| Balyasny Asset Management LLC | 112,961 | $29.1M | 0.07% | −69,841−38.2% | Reduced |
| Natixis Advisors, L.P. | 113,393 | $29.2M | 0.06% | +30,862+37.4% | Added |
| Klingenstein Fields & Co LP | 114,649 | $29.5M | 1.17% | +418+0.4% | Added |
| Marshall Wace, LLP | 116,666 | $30.1M | 0.04% | +51,179+78.2% | Added |
| Assenagon Asset Management S.A. | 116,838 | $30.1M | 0.06% | −3,850−3.2% | Reduced |
| Calamos Advisors LLC | 117,279 | $30.2M | 0.14% | −2,065−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 117,879 | $30.4M | 0.05% | −8,541−6.8% | Reduced |
| Heritage Investors Management Corp | 119,098 | $30.7M | 1.02% | +1,608+1.4% | Added |
| Cerity Partners LLC | 121,454 | $31.3M | 0.07% | +11,856+10.8% | Added |
| Applied Finance Capital Management, LLC | 121,783 | $31.4M | 1.34% | +908+0.8% | Added |
| LPL Financial LLC | 124,460 | $32.1M | 0.01% | +7,104+6.1% | Added |
| New York State Teachers Retirement System | 124,578 | $32.1M | 0.07% | −9,897−7.4% | Reduced |
| Border to Coast Pensions Partnership Ltd | 126,236 | $32.4M | 0.66% | +5,385+4.5% | Added |
| Adage Capital Partners GP, L.L.C. | 127,867 | $33.0M | 0.06% | −85,684−40.1% | Reduced |
| Great West Life Assurance Co | 128,876 | $33.3M | 0.06% | −508−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 134,429 | $34.6M | 0.02% | −4,675−3.4% | Reduced |
| Crestwood Advisors Group LLC | 134,657 | $34.7M | 0.66% | +492+0.4% | Added |
| Janney Montgomery Scott LLC | 135,097 | $34.8M | 0.10% | +2,182+1.6% | Added |
| Confluence Investment Management LLC | 138,370 | $35.7M | 0.48% | −2,319−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 141,477 | $36.5M | 0.07% | +3,864+2.8% | Added |
| Vaughan David Investments LLC | 142,385 | $36.7M | 0.84% | +2,855+2.0% | Added |
| Citigroup Inc | 146,371 | $37.7M | 0.03% | −34,560−19.1% | Reduced |
| Artemis Investment Management LLP | 146,821 | $37.8M | 0.58% | −3,534−2.4% | Reduced |
| Clark Capital Management Group, Inc. | 147,581 | $38.0M | 0.26% | +147,581 | New |
| Nordea Investment Management AB | 148,563 | $38.3M | 0.04% | +140,762+1,804.4% | Added |
| D. E. Shaw & Co., Inc. | 152,477 | $39.3M | 0.05% | +143,656+1,628.6% | Added |
| ExodusPoint Capital Management, LP | 152,747 | $39.4M | 0.41% | +135,042+762.7% | Added |
| Birch Hill Investment Advisors LLC | 153,715 | $39.6M | 1.86% | +1,916+1.3% | Added |
| CI Private Wealth, LLC | 165,061 | $42.5M | 0.07% | −57,067−25.7% | Reduced |
| Commerce Bank | 165,450 | $42.6M | 0.26% | +3,665+2.3% | Added |
| Ami Asset Management Corp | 166,527 | $42.9M | 2.32% | −5,036−2.9% | Reduced |
| Bridgewater Associates, LP | 167,902 | $43.3M | 0.25% | −75,498−31.0% | Reduced |
| Korea Investment CORP | 171,934 | $44.3M | 0.11% | +6,815+4.1% | Added |
| Douglas Lane & Associates, LLC | 180,553 | $46.5M | 0.64% | −23,734−11.6% | Reduced |
| Capital Group Private Client Services, Inc. | 187,690 | $48.4M | 0.46% | −5,061−2.6% | Reduced |
| Fort Washington Investment Advisors Inc | 194,998 | $50.2M | 0.31% | +6,671+3.5% | Added |
| Northwestern Mutual Wealth Management Co | 197,910 | $51.0M | 0.05% | +2,862+1.5% | Added |
| KBC Group NV | 198,214 | $51.1M | 0.15% | −201,119−50.4% | Reduced |
| Principal Financial Group Inc | 200,197 | $51.6M | 0.03% | −5,193−2.5% | Reduced |
| New York State Common Retirement Fund | 202,465 | $52.2M | 0.07% | −1,200−0.6% | Reduced |
| Aviva PLC | 204,083 | $52.6M | 0.14% | +4,966+2.5% | Added |
| Cambiar Investors LLC | 210,971 | $54.4M | 2.09% | +375+0.2% | Added |
| Employees Retirement System of Texas | 213,300 | $55.0M | 0.48% | +19,300+9.9% | Added |
| Stifel Financial Corp | 213,497 | $55.0M | 0.06% | +19,181+9.9% | Added |
| SEI Investments Co | 215,867 | $55.6M | 0.07% | +34,202+18.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 222,509 | $57.3M | 0.12% | −847−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 229,859 | $59.2M | 0.06% | +91,652+66.3% | Added |
| HighTower Advisors, LLC | 237,688 | $61.3M | 0.09% | +8,137+3.5% | Added |
| Neuberger Berman Group LLC | 256,166 | $66.0M | 0.05% | +35,736+16.2% | Added |
| Nicholas Company, Inc. | 266,180 | $68.6M | 1.12% | −1,245−0.5% | Reduced |
| Bradley Foster & Sargent Inc | 267,680 | $69.0M | 1.15% | −253−0.1% | Reduced |
| Amundi | 292,617 | $70.6M | 0.03% | −17,435−5.6% | Reduced |
| Coho Partners, Ltd. | 283,079 | $72.9M | 2.66% | +80,970+40.1% | Added |
| California State Teachers Retirement System | 293,116 | $75.5M | 0.09% | +4,250+1.5% | Added |
| Huntington National Bank | 297,153 | $76.6M | 0.56% | +8,949+3.1% | Added |
| Rhumbline Advisers | 306,067 | $78.9M | 0.07% | −20,662−6.3% | Reduced |
| Bank of Montreal | 307,159 | $79.4M | 0.04% | −11,057−3.5% | Reduced |
| Westfield Capital Management Co LP | 320,440 | $82.6M | 0.37% | −120,591−27.3% | Reduced |
| Canada Pension Plan Investment Board | 323,621 | $83.4M | 0.08% | +1,490+0.5% | Added |
| HSBC Holdings PLC | 329,525 | $84.9M | 0.05% | +14,581+4.6% | Added |
| Epoch Investment Partners, Inc. | 340,104 | $87.6M | 0.39% | +20,906+6.5% | Added |
| Ninety One UK Ltd | 341,306 | $88.0M | 0.23% | −9,970−2.8% | Reduced |
| Fort Pitt Capital Group, LLC | 343,516 | $88.5M | 2.49% | −14,339−4.0% | Reduced |
| Nuveen Asset Management, LLC | 345,909 | $89.1M | 0.03% | −834−0.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 346,471 | $89.3M | 0.06% | +701+0.2% | Added |
| Evercore Wealth Management, LLC | 359,517 | $92.6M | 1.39% | +14,694+4.3% | Added |
| Voya Investment Management LLC | 381,074 | $98.0M | 0.10% | −454,641−54.4% | Reduced |
| National Pension Service | 381,755 | $98.4M | 0.09% | +45,707+13.6% | Added |
| TD Asset Management Inc | 391,467 | $101.2M | 0.09% | +114,184+41.2% | Added |
| Ameriprise Financial Inc | 394,525 | $101.7M | 0.03% | −61,132−13.4% | Reduced |
| Raymond James & Associates | 427,933 | $110.3M | 0.07% | −15,151−3.4% | Reduced |
| Envestnet Asset Management Inc | 432,590 | $111.5M | 0.04% | +29,116+7.2% | Added |
| Manning & Napier Advisors LLC | 462,288 | $119.1M | 1.31% | −1,775−0.4% | Reduced |
| Swiss National Bank | 486,900 | $125.5M | 0.08% | −2000.0% | Reduced |
| Citadel Advisors LLC | 490,841 | $126.5M | 0.13% | +419,638+589.4% | Added |
| Massachusetts Financial Services Co | 500,031 | $128.9M | 0.04% | −13,246−2.6% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 533,050 | $137.4M | 2.65% | −41,383−7.2% | Reduced |
| Barclays PLC | 549,902 | $141.7M | 0.06% | +285,658+108.1% | Added |
| California Public Employees Retirement System | 610,798 | $157.4M | 0.11% | −27,403−4.3% | Reduced |
| Goldman Sachs Group Inc | 637,098 | $164.2M | 0.03% | −99,577−13.5% | Reduced |
| Clearbridge Investments, LLC | 719,987 | $185.5M | 0.15% | +234,709+48.4% | Added |
| Deutsche Bank AG | 747,114 | $192.5M | 0.08% | +7,140+1.0% | Added |
| Franklin Resources Inc | 791,475 | $194.5M | 0.05% | −162,319−17.0% | Reduced |
| Wells Fargo & Company | 799,180 | $205.9M | 0.05% | −30,451−3.7% | Reduced |
| UBS Group AG | 814,984 | $210.0M | 0.06% | +28,928+3.7% | Added |
| Bank of New York Mellon Corp | 942,367 | $242.8M | 0.05% | −42,427−4.3% | Reduced |
| Sculptor Capital LP | 961,000 | $247.6M | 4.91% | −39,000−3.9% | Reduced |
| Legal & General Group Plc | 980,227 | $252.6M | 0.07% | −40,624−4.0% | Reduced |
| UBS Asset Management Americas Inc | 1,109,109 | $285.8M | 0.07% | −91,813−7.6% | Reduced |
| Boston Partners | 1,118,751 | $288.2M | 0.34% | +19,359+1.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,136,444 | $292.9M | 0.18% | +1,136,444 | New |