CONSTELLATION BRANDS INC (STZ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
981
Reporting holders
$21.1B
Reported value
5.4%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.6B | 11,539,924 | 0.02% | 8q | +3.8%+$58.5M |
| Capital World Investors | $1.6B | 11,208,782 | 0.18% | 31q | -8.2%-$138.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.3B | 9,337,443 | 0.03% | 2q | +2.9%+$36.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.1B | 7,835,510 | 0.05% | 2q | +4.3%+$44.6M |
| STATE STREET CORP | $944.3M | 6,788,959 | 0.03% | 31q | -3.4%-$32.9M |
| FMR LLC | $639.9M | 4,600,566 | 0.03% | 31q | -10.3%-$73.2M |
| CITADEL ADVISORS LLC | $585.0M | 2,816,205 | 0.07% | 31q | -24.1%-$185.5M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $556.1M | 3,998,425 | 1.25% | 21q | -0.7%-$3.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $531.0M | 3,817,651 | 0.09% | 31q | -42.4%-$391.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $529.3M | 3,820,120 | 0.03% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $481.1M | 3,460,678 | 0.10% | 31q | -49.2%-$466.5M |
| HARRIS ASSOCIATES L P | $430.8M | 3,097,056 | 0.57% | 6q | -4.2%-$18.9M |
| JANE STREET GROUP, LLC | $402.6M | 1,879,479 | 0.03% | 31q | +25161.8%+$401.0M |
| Point72 Asset Management, L.P. | $394.8M | 2,463,367 | 0.44% | 12q | +30.2%+$91.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $384.8M | 521,813 | 0.03% | 31q | +298.6%+$288.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $335.5M | 2,412,424 | 0.04% | 31q | +8.1%+$25.0M |
| Sixth Street Partners Management Company, L.P. | $335.5M | 2,412,424 | 0.04% | new | NEW |
| MORGAN STANLEY | $334.6M | 2,405,508 | 0.02% | 35q | -5.3%-$18.7M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $332.7M | 2,391,780 | 0.97% | 5q | +35.6%+$87.3M |
| Invesco Ltd. | $329.0M | 2,365,522 | 0.03% | 31q | +24.7%+$65.2M |
| VAN ECK ASSOCIATES CORP | $300.6M | 2,161,462 | 0.18% | 26q | -7.9%-$25.7M |
| BNP PARIBAS FINANCIAL MARKETS | $296.1M | 2,070,486 | 0.10% | 31q | +510.1%+$247.6M |
| NORGES BANK | $249.0M | 1,790,314 | 0.02% | 32q | -7.8%-$21.0M |
| DIMENSIONAL FUND ADVISORS LP | $215.9M | 1,552,209 | 0.04% | 31q | -15.0%-$38.2M |
| GOLDMAN SACHS GROUP INC | $209.9M | 1,498,898 | 0.02% | 31q | +12.1%+$22.7M |
| Jupiter Topco LLC | $207.8M | 1,494,348 | 0.08% | new | FIRST |
| Balyasny Asset Management L.P. | $198.6M | 1,331,412 | 0.25% | 22q | -36.4%-$113.7M |
| NORTHERN TRUST CORP | $175.5M | 1,261,544 | 0.02% | 31q | -4.0%-$7.3M |
| Amundi | $171.8M | 1,234,896 | 0.04% | 21q | +199.4%+$114.4M |
| Qube Research & Technologies Ltd | $163.4M | 1,136,536 | 0.15% | 7q | HELD |
| CITIGROUP INC | $155.2M | 734,512 | 0.05% | 31q | +46.1%+$49.0M |
| BANK OF AMERICA CORP /DE/ | $151.9M | 1,091,904 | 0.01% | 31q | -22.2%-$43.3M |
| UBS Group AG | $150.6M | 1,079,537 | 0.02% | 31q | -5.7%-$9.2M |
| DEUTSCHE BANK AG\ | $149.4M | 1,074,160 | 0.04% | 34q | +7.0%+$9.8M |
| MILLENNIUM MANAGEMENT LLC | $148.1M | 976,912 | 0.05% | 31q | +301.2%+$111.2M |
| JPMORGAN CHASE & CO | $130.8M | 918,529 | 0.01% | 31q | -9.4%-$13.6M |
| Bank of New York Mellon Corp | $130.5M | 937,987 | 0.02% | 31q | -10.0%-$14.6M |
| NORDEA INVESTMENT MANAGEMENT AB | $128.6M | 941,652 | 0.10% | 31q | +5.4%+$6.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $123.6M | 888,821 | 0.02% | 31q | +0.8%+$1.0M |
| MARSHALL WACE, LLP | $122.9M | 883,065 | 0.10% | 29q | -20.1%-$30.9M |
| Capital International Investors | $116.1M | 834,601 | 0.02% | 25q | -48.5%-$109.1M |
| Legal & General Group Plc | $112.1M | 806,199 | 0.02% | 31q | -4.4%-$5.2M |
| VANGUARD FIDUCIARY TRUST CO | $109.7M | 788,653 | 0.02% | 2q | HELD |
| Capital Research Global Investors | $106.1M | 762,797 | 0.01% | 15q | -64.6%-$193.6M |
| IMC-Chicago, LLC | $96.8M | 56,587 | 0.02% | 19q | +186.4%+$63.0M |
| Assenagon Asset Management S.A. | $94.1M | 676,344 | 0.06% | 31q | +495.4%+$78.3M |
| Nykredit A/S | $83.7M | 601,676 | 0.26% | new | FIRST |
| PZENA INVESTMENT MANAGEMENT LLC | $83.4M | 599,314 | 0.24% | 3q | +0.6%+$489.5K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $74.0M | 523,473 | 0.02% | 31q | +9.1%+$6.2M |
| FIL Ltd | $66.4M | 477,552 | 0.05% | 4q | +27.0%+$14.1M |
| ROYAL BANK OF CANADA | $66.0M | 474,773 | 0.01% | 31q | -11.9%-$8.9M |
| BARCLAYS PLC | $64.3M | 462,104 | 0.01% | 31q | +37.3%+$17.4M |
| BOOTHBAY FUND MANAGEMENT, LLC | $64.2M | 61,213 | 0.84% | 7q | -26.6%-$23.2M |
| AVIVA PLC | $56.3M | 404,864 | 0.08% | 31q | +0.5%+$287.1K |
| HSBC HOLDINGS PLC | $55.1M | 304,989 | 0.02% | 31q | +4.4%+$2.3M |
| Swiss National Bank | $54.4M | 391,200 | 0.03% | 31q | -9.5%-$5.7M |
| Nuveen, LLC | $49.9M | 358,788 | 0.01% | 6q | -2.0%-$1.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $47.5M | 341,432 | 0.03% | 31q | +4.7%+$2.1M |
| Cable Car Capital, LP | $47.3M | 340,200 | 1.01% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $45.1M | 300,358 | 0.01% | 31q | +81.2%+$20.2M |
| WELLS FARGO & COMPANY/MN | $42.1M | 302,909 | 0.01% | 31q | -68.6%-$92.0M |
| Vanguard Global Advisers, LLC | $42.0M | 301,882 | 0.02% | 2q | -2.2%-$957.1K |
| RHUMBLINE ADVISERS | $41.7M | 300,020 | 0.03% | 31q | +1.1%+$461.9K |
| HighTower Advisors, LLC | $41.6M | 299,068 | 0.04% | 31q | +21.0%+$7.2M |
| Man Group plc | $41.1M | 295,680 | 0.07% | 8q | +267.9%+$29.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $40.7M | 292,974 | 0.03% | 2q | +10.1%+$3.7M |
| VICTORY CAPITAL MANAGEMENT INC | $40.0M | 287,611 | 0.02% | 31q | +88.5%+$18.8M |
| California Public Employees Retirement System | $39.2M | 281,823 | 0.02% | 31q | -12.8%-$5.7M |
| Sumitomo Mitsui Trust Group, Inc. | $39.1M | 281,341 | 0.02% | 31q | -8.2%-$3.5M |
| Holocene Advisors, LP | $38.3M | 275,407 | 0.09% | 5q | -76.2%-$122.4M |
| FIRST TRUST ADVISORS LP | $37.1M | 267,086 | 0.02% | 31q | -14.7%-$6.4M |
| Walleye Trading LLC | $37.0M | options only | 0.04% | 31q | OPTIONS |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $36.7M | 263,633 | 0.18% | 15q | +1.3%+$488.3K |
| CAMBIAR INVESTORS LLC | $35.7M | 256,465 | 1.55% | 19q | -4.5%-$1.7M |
| RAYMOND JAMES FINANCIAL INC | $35.4M | 254,690 | 0.01% | 7q | -13.0%-$5.3M |
| AIA Group Ltd | $34.1M | 245,254 | 0.21% | 4q | +99.3%+$17.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | $32.6M | 234,482 | 0.02% | 31q | +102.9%+$16.5M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $31.6M | 227,061 | 0.25% | 31q | +17.2%+$4.6M |
| GROUP ONE TRADING LLC | $31.1M | 38,149 | 0.04% | 31q | -36.2%-$17.7M |
| ENVESTNET ASSET MANAGEMENT INC | $31.0M | 223,167 | 0.01% | 31q | -17.8%-$6.7M |
| Squarepoint Ops LLC | $29.9M | 160,728 | 0.03% | 29q | +427.4%+$24.2M |
| Night Squared LP | $29.8M | 213,980 | 3.20% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $29.1M | 208,895 | 0.01% | 31q | -42.4%-$21.4M |
| Schonfeld Strategic Advisors LLC | $28.4M | 204,036 | 0.10% | 2q | +358.7%+$22.2M |
| Hook Mill Capital Partners, LP | $28.0M | 201,358 | 2.60% | 5q | -32.8%-$13.6M |
| Framtiden Holdings Management Co LLC | $27.8M | 165,000 | 16.86% | 3q | +17.9%+$4.2M |
| SIMPLEX TRADING, LLC | $25.8M | 12,217 | 0.02% | 20q | -67.1%-$52.8M |
| Empyrean Capital Partners, LP | $25.2M | 181,298 | 0.83% | 4q | -70.1%-$59.1M |
| STIFEL FINANCIAL CORP | $24.5M | 175,805 | 0.02% | 31q | -10.8%-$3.0M |
| SCOPUS ASSET MANAGEMENT, L.P. | $23.4M | 168,500 | 0.33% | new | NEW |
| Capital International, Inc./CA/ | $22.3M | 160,258 | 0.16% | 25q | -11.5%-$2.9M |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $22.3M | 160,000 | 0.29% | 16q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $22.2M | 159,869 | 0.01% | 31q | -2.4%-$550.8K |
| EP Wealth Advisors, LLC | $22.2M | 159,850 | 0.08% | 5q | +12.8%+$2.5M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $22.2M | 159,566 | 0.35% | 10q | -7.0%-$1.7M |
| Ceredex Value Advisors LLC | $22.1M | 158,650 | 0.62% | 2q | +10.5%+$2.1M |
| Junto Capital Management LP | $21.7M | 155,894 | 0.38% | new | NEW |
| National Pension Service | $21.2M | 152,644 | 0.01% | 31q | -62.1%-$34.8M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $20.9M | 150,512 | 1.36% | 6q | +3.8%+$764.6K |
| CORDA Investment Management, LLC. | $19.6M | 140,999 | 1.20% | 6q | +0.7%+$132.0K |
Showing the largest 100 of 1,034 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 981 | $21.1B | 143,912,011 | 102 | 275 | 404 | 5.4% |
| Q1 2026 | 985 | $22.4B | 141,560,812 | 114 | 357 | 296 | 5.3% |
| Q4 2025 | 977 | $21.3B | 140,973,699 | 103 | 286 | 399 | 8.8% |
| Q3 2025 | 968 | $20.8B | 138,531,282 | 99 | 276 | 420 | 10.1% |
| Q2 2025 | 1,055 | $25.1B | 145,222,266 | 103 | 324 | 431 | 6.0% |
| Q1 2025 | 1,100 | $27.6B | 142,967,321 | 109 | 343 | 475 | 4.8% |
| Q4 2024 | 1,243 | $31.9B | 140,481,300 | 84 | 347 | 474 | 2.8% |
| Q3 2024 | 1,220 | $37.8B | 142,565,891 | 82 | 411 | 443 | 2.7% |
| Q2 2024 | 1,224 | $37.8B | 143,805,579 | 90 | 433 | 391 | 2.1% |
| Q1 2024 | 1,210 | $43.0B | 154,839,518 | 118 | 403 | 403 | 2.2% |
| Q4 2023 | 1,175 | $35.3B | 141,816,465 | 83 | 403 | 388 | 2.9% |
| Q3 2023 | 1,113 | $34.6B | 133,676,906 | 98 | 361 | 377 | 3.0% |
| Q2 2023 | 1,072 | $33.6B | 132,500,183 | 95 | 323 | 361 | 2.9% |
| Q1 2023 | 1,015 | $30.1B | 128,032,802 | 64 | 315 | 374 | 4.3% |
| Q4 2022 | 998 | $28.2B | 117,570,499 | 87 | 307 | 316 | 3.3% |
| Q3 2022 | 1,219 | $32.1B | 135,020,070 | 73 | 395 | 415 | 3.4% |
| Q2 2022 | 1,224 | $31.4B | 129,959,289 | 99 | 373 | 438 | 3.5% |
| Q1 2022 | 1,204 | $31.8B | 134,942,554 | 85 | 432 | 388 | 2.3% |
| Q4 2021 | 1,232 | $35.3B | 135,538,010 | 121 | 419 | 366 | 3.8% |
| Q3 2021 | 1,129 | $29.1B | 132,021,041 | 76 | 424 | 358 | 4.3% |
| Q2 2021 | 1,155 | $33.6B | 137,028,603 | 78 | 470 | 324 | 4.5% |
| Q1 2021 | 1,156 | $32.6B | 139,295,209 | 99 | 464 | 342 | 2.7% |
| Q4 2020 | 1,134 | $32.1B | 140,170,519 | 112 | 362 | 381 | 3.9% |
| Q3 2020 | 1,043 | $27.9B | 141,731,999 | 84 | 363 | 360 | 3.7% |
| Q2 2020 | 1,028 | $25.8B | 140,943,388 | 141 | 371 | 339 | 4.1% |
| Q1 2020 | 958 | $20.9B | 140,530,669 | 77 | 360 | 371 | 3.4% |
| Q4 2019 | 1,062 | $28.5B | 142,959,760 | 57 | 353 | 390 | 4.9% |
| Q3 2019 | 1,036 | $30.8B | 140,523,707 | 88 | 380 | 338 | 5.4% |
| Q2 2019 | 1,027 | $30.4B | 142,769,219 | 112 | 406 | 330 | 7.8% |
| Q1 2019 | 1,013 | $25.3B | 137,206,049 | 180 | 428 | 239 | 4.9% |
| Q4 2018 | 960 | $24.3B | 141,154,693 | 11 | 13 | 17 | 6.6% |