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 |
|---|---|---|---|---|---|
| Darsana Capital Partners LP | 1,270,800 | $327.5M | 8.06% | −29,200−2.2% | Reduced |
| Dimensional Fund Advisors LP | 1,333,339 | $343.6M | 0.08% | +331,007+33.0% | Added |
| Northern Trust Corp | 1,346,289 | $346.9M | 0.06% | −71,614−5.1% | Reduced |
| American Century Companies Inc | 1,347,375 | $347.2M | 0.20% | +25,032+1.9% | Added |
| FMR LLC | 1,387,347 | $357.5M | 0.02% | −310,442−18.3% | Reduced |
| Price T Rowe Associates Inc | 1,520,822 | $391.9M | 0.05% | −409,241−21.2% | Reduced |
| Royal Bank of Canada | 1,609,168 | $414.7M | 0.09% | +5,534+0.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,717,478 | $442.6M | 1.39% | +237,408+16.0% | Added |
| Charles Schwab Investment Management Inc | 1,744,178 | $449.5M | 0.09% | −11,516−0.7% | Reduced |
| Norges Bank | 1,752,324 | $451.6M | 0.06% | −152,572−8.0% | Reduced |
| Bank of America Corp | 1,769,170 | $455.9M | 0.04% | +55,313+3.2% | Added |
| Janus Henderson Group PLC | 1,853,081 | $477.5M | 0.24% | +21,454+1.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,922,650 | $495.4M | 0.53% | +261,383+15.7% | Added |
| Invesco Ltd. | 2,522,704 | $650.1M | 0.13% | +137,658+5.8% | Added |
| Wellington Management Group LLP | 2,603,499 | $670.9M | 0.12% | −350,986−11.9% | Reduced |
| Alliancebernstein L.P. | 2,619,335 | $675.0M | 0.23% | −337,088−11.4% | Reduced |
| Capital Research Global Investors | 2,883,418 | $743.0M | 0.15% | +159,614+5.9% | Added |
| Aristotle Capital Management, LLC | 3,086,024 | $795.2M | 1.45% | −1,749−0.1% | Reduced |
| Geode Capital Management, LLC | 3,140,680 | $806.0M | 0.07% | −32,430−1.0% | Reduced |
| JPMorgan Chase & Co | 3,283,552 | $846.1M | 0.07% | +93,583+2.9% | Added |
| State Street Corp | 7,144,428 | $1.84B | 0.07% | +402,211+6.0% | Added |
| Morgan Stanley | 8,513,941 | $2.19B | 0.16% | +456,304+5.7% | Added |
| Capital World Investors | 9,430,912 | $2.43B | 0.38% | −454,855−4.6% | Reduced |
| Capital International Investors | 10,175,675 | $2.62B | 0.50% | −794,212−7.2% | Reduced |
| BlackRock, Inc. | 11,115,454 | $2.86B | 0.06% | +11,115,454 | New |
| Vanguard Group Inc | 13,712,818 | $3.53B | 0.06% | −50,509−0.4% | Reduced |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −505,255−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −431,859−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −255,346−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −194,416−100.0% | Sold out |
| Freshford Capital Management, LLC | 0 | $0 | 0.00% | −191,081−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −77,338−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −76,372−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −74,370−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −35,625−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −29,860−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −27,711−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −26,292−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −18,853−100.0% | Sold out |
| Sand Hill Global Advisors, LLC | 0 | $0 | 0.00% | −15,659−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −13,492−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,083−100.0% | Sold out |
| Condor Capital Management | 0 | $0 | 0.00% | −7,457−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,361−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −6,086−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −5,852−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −4,965−100.0% | Sold out |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −5,090−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −4,866−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −4,776−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Shapiro Capital Management LLC | 0 | $0 | 0.00% | −4,380−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −3,943−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,485−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,477−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −3,258−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −3,078−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −3,035−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −2,754−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −2,639−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,332−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −2,292−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,756−100.0% | Sold out |
| Bluesphere Advisors, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −1,697−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −1,651−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| Armbruster Capital Management, Inc. | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −1,293−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −1,103−100.0% | Sold out |
| Evergreen Wealth Solutions, LLC | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −1,056−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −918−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −902−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −818−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −814−100.0% | Sold out |
| Chesapeake Capital Corp | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −785−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Chris Bulman Inc | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Vista Private Wealth Partners. LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |