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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.

Q1 2023 vs. Q4 2022

How the institutions holding Constellation Brands, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of STZ: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1,259241,192−43
Shares136.7M251.4K138.5M+2.09M (+1.5%)
Value$31.7B$53.6M$31.3B−$345.7M (−1.1%)

24 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (89)

Institutions that held Constellation Brands, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to STZ in Q1 2023
InstitutionSharesValue% of portfolio
Westfield Capital Management Co LP259,700$58.7M0.41%
Ceredex Value Advisors LLC195,025$44.1M0.69%
J. Goldman & Co LP168,223$38.0M2.20%
Capital Group Private Client Services, Inc.78,821$17.8M0.22%
Abn Amro Investment Solutions75,874$17.1M0.35%
Davidson Investment Advisors52,081$11.8M0.77%
Point72 Europe (London) LLP45,100$10.2M3.05%
Canandaigua National Bank & Trust Co42,851$9.68M1.63%
Balyasny Asset Management LLC34,054$7.69M0.03%
Element Capital Management LLC20,398$4.61M0.35%
Ilmarinen Mutual Pension Insurance Co17,000$3.84M0.05%
Warren Averett Asset Management, LLC16,057$3.63M0.19%
Capital International Sarl12,027$2.72M0.14%
Trivant Custom Portfolio Group, LLC10,243$2.31M1.65%
Inceptionr LLC8,971$2.03M0.65%
XTX Topco Ltd8,220$1.86M0.39%
CM Wealth Advisors LLC7,974$1.80M0.35%
Ostrum Asset Management7,816$1.77M0.15%
Weiss Multi-Strategy Advisers LLC7,155$1.62M0.04%
SWS Partners7,087$1.60M0.60%
Campbell & CO Investment Adviser LLC5,803$1.31M0.24%
Weiss Asset Management LP5,800$1.31M0.10%
Paragon Advisors, LLC5,702$1.29M0.43%
Quantitative Investment Management, LLC5,667$1.28M0.27%
Caption Management, LLC5,000$1.13M0.24%
Vinva Investment Management Ltd4,841$1.09M0.09%
Two Sigma Securities, LLC4,617$1.04M0.09%
Caas Capital Management LP4,134$933.8K0.30%
Private Wealth Partners, LLC4,005$904.7K0.09%
Independent Advisor Alliance3,759$849.2K0.04%
Creegan & Nassoura Financial Group, LLC3,575$807.6K0.62%
Teza Capital Management LLC2,696$609.0K0.13%
ISAM Funds (UK) Ltd2,561$578.5K0.74%
Armistice Capital, LLC2,492$562.9K0.01%
WBH Advisory Inc2,412$544.9K0.07%
Harbor Capital Advisors, Inc.2,341$528.8K0.15%
DRW Securities, LLC2,200$497.0K0.07%
Cresset Asset Management, LLC2,166$489.4K0.01%
Axq Capital, LP2,100$474.4K0.19%
Paloma Partners Management Co2,000$451.8K0.10%
Pine Valley Investments Ltd Liability Co2,344$448.5K0.07%
GPS Wealth Strategies Group, LLC1,983$447.9K0.09%
Perpetual Ltd1,886$426.0K0.00%
BSW Wealth Partners1,581$357.2K0.07%
Cooper Financial Group1,468$331.6K0.09%
China Universal Asset Management Co., Ltd.1,436$324.4K0.11%
Diametric Capital, LP1,397$315.6K0.15%
Stevens Capital Management LP1,297$293.0K0.07%
Edge Capital Group, LLC1,287$290.7K0.02%
Sowell Financial Services LLC1,209$273.0K0.02%
KCM Investment Advisors LLC1,143$258.1K0.01%
Chicago Partners Investment Group LLC1,139$255.5K0.01%
NinePointTwo Capital1,113$251.0K0.09%
Washington Capital Management Inc1,100$248.5K0.22%
Strategic Financial Concepts, LLC1,100$248.5K0.10%
Waters Parkerson & Co., LLC1,003$227.0K0.01%
Desjardins Global Asset Management Inc.990$224.0K0.03%
Phoenix Holdings Ltd.1,000$223.0K0.01%
NorthCrest Asset Manangement, LLC978$220.9K0.01%
Headinvest, LLC973$219.8K0.05%
Empower Advisory Group, LLC975$219.8K0.00%
Daymark Wealth Partners, LLC934$211.0K0.03%
NewEdge Wealth, LLC923$208.5K0.01%
Northern Oak Wealth Management Inc907$204.9K0.02%
Nilsine Partners, LLC899$203.1K0.03%
Summit X, LLC891$201.2K0.05%
J.Safra Asset Management Corp449$101.4K0.02%
Carmel Capital Partners, LLC425$96.0K0.06%
Sunbelt Securities, Inc.390$87.6K0.01%
Paladin Advisory Group, LLC223$50.4K0.04%
Chilton Capital Management LLC180$40.7K0.00%
Ridgewood Investments LLC164$37.0K0.02%
Y.D. More Investments Ltd120$27.1K0.01%
Stone House Investment Management, LLC100$22.6K0.01%
Allie Family Office LLC47,694$17.9K0.01%
Arlington Partners LLC65$14.7K0.00%
Ahrens Investment Partners LLC50$11.3K0.01%
Financial Connections Group, Inc.22$4.00K0.00%
Raleigh Capital Management Inc.16$3.63K0.00%
Cape Investment Advisory, Inc.12$2.73K0.00%
Kalos Management, Inc.12$2.71K0.01%
Nalls Sherbakoff Group, LLC10$2.25K0.00%
Gables Capital Management Inc.9$2.03K0.00%
Grey Fox Wealth Advisors, LLC9$2.03K0.00%
Baldrige Asset Management LLC5$1.00K0.00%
Tucker Asset Management LLC4$9040.00%
Bellwether Advisors, LLC0$1750.00%
Avion Wealth2$00.00%
Summit Wealth Group, LLC20,330$00.00%

Sold out (132)

Institutions that held Constellation Brands, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Showing the largest 100 of 132 by value.

Institutions that sold out of STZ in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Agf Management Ltd669,946$155.3M
Eagle Asset Management Inc273,289$62.2M
Los Angeles Capital Management LLC183,844$42.6M
Junto Capital Management LP151,519$35.1M
Clark Capital Management Group, Inc.122,899$28.5M
Cercano Management LLC80,804$18.7M
Cubist Systematic Strategies, LLC74,699$17.3M
Adams Diversified Equity Fund, Inc.70,600$16.4M
Avalon Investment & Advisory66,604$15.4M
Hudson Bay Capital Management LP60,000$13.9M
Braun Stacey Associates Inc53,733$12.5M
Scopus Asset Management, L.P.50,000$11.6M
Monashee Investment Management LLC40,000$9.27M
Virginia Retirement Systems Et Al33,300$7.72M
Two Sigma Investments, LP30,321$7.03M
Sabadell Asset Management, S.A S.G.I.I.C28,790$6.41M
Ninety One UK Ltd24,405$5.66M
Cornerstone Advisors, LLC22,000$5.10M
Oliver Luxxe Assets LLC21,895$5.07M
L & S Advisors Inc20,911$4.85M
Aigen Investment Management, LP19,344$4.48M
Qube Research & Technologies Ltd16,428$3.81M
Catalyst Capital Advisors LLC15,600$3.62M
TriaGen Wealth Management LLC14,636$3.39M
Aperture Investors, LLC11,925$2.76M
Winton Group Ltd11,664$2.70M
Quantbot Technologies LP9,191$2.13M
Allstate Corp7,831$1.81M
Susquehanna Fundamental Investments, LLC7,284$1.69M
Philadelphia Trust Co7,076$1.64M
Pearl River Capital, LLC6,161$1.43M
U S Global Investors Inc5,750$1.33M
Terra Nova Asset Management LLC5,727$1.33M
Dudley Capital Management, LLC5,654$1.31M
Altman Advisors, Inc.5,838$1.30M
Regal Investment Advisors LLC5,538$1.28M
Cumberland Partners Ltd5,285$1.22M
Peak Financial Advisors LLC5,214$1.21M
Maverick Capital LtdSuperinvestorMaverick Capital4,987$1.16M
Boothbay Fund Management, LLC4,964$1.15M
Haverford Financial Services, Inc.4,770$1.11M
Investment Management Corp of Ontario4,729$1.10M
Y-Intercept (Hong Kong) Ltd4,561$1.06M
Herold Advisors, Inc.4,375$1.01M
Echo Street Capital Management LLC4,108$952.0K
Unigestion Holding SA3,975$933.3K
Stableford Capital II LLC4,321$931.2K
Caisse de Depot Et Placement du Quebec3,527$817.4K
SYSTM Wealth Solutions LLC3,487$808.0K
Toews Corp3,400$788.0K
Knightsbridge Asset Management, LLC3,244$752.0K
Park Avenue Securities LLC3,183$738.0K
Peterson Financial Group, Inc.3,138$727.6K
Seelaus Asset Management LLC3,117$722.0K
Little House Capital LLC2,638$611.4K
Exchange Traded Concepts, LLC2,600$602.5K
Ergoteles LLC2,476$573.8K
Heartland Bank & Trust Co2,362$547.4K
Balentine LLC2,291$530.9K
Lokken Investment Group LLC2,237$518.5K
MQS Management LLC2,233$517.5K
Martingale Asset Management L P2,090$484.4K
Virtu Financial LLC1,992$461.0K
Knowledge Leaders Capital, LLC1,951$452.1K
GSB Wealth Management, LLC1,851$429.0K
X-Square Capital, LLC1,840$426.0K
Seven Eight Capital, LP1,695$392.8K
Csenge Advisory Group1,678$388.9K
Greenland Capital Management LP1,653$383.1K
Quadrature Capital Ltd1,611$373.4K
Charter Trust Co1,536$356.0K
Absolute Capital Management, LLC1,500$347.6K
Asahi Life Asset Management Co., Ltd.1,480$343.0K
Gilman Hill Asset Management, LLC1,445$334.9K
Acrisure Capital Management, LLC1,309$303.4K
Oak Thistle LLC1,258$291.5K
CCG Wealth Management, LLC1,230$285.1K
Arete Wealth Advisors, LLC8,938$283.6K
Fisher Asset Management, LLC1,081$251.0K
Highland Capital Management, LLC1,025$238.0K
Balboa Wealth Partners1,014$235.0K
Money Concepts Capital Corp1,012$234.6K
Tradewinds, LLC.1,978$233.4K
Machina Capital S.A.S.1,000$231.8K
Premier Asset Management LLC978$226.7K
AdvisorShares Investments LLC967$224.1K
Freestone Capital Holdings, LLC934$216.5K
Callahan Advisors, LLC931$215.7K
Inscription Capital, LLC920$213.2K
3D/L Capital Management, LLC919$212.9K
SlateStone Wealth, LLC913$211.5K
Collective Family Office LLC904$209.5K
Wexford Capital LP903$209.3K
Stockman Wealth Management, Inc.900$208.6K
Knights of Columbus Asset Advisors LLC890$206.3K
Greenfield Savings Bank877$203.2K
HNP Capital LLC867$200.9K
Wealth Architects, LLC866$200.7K
Columbia Trust Co 01012016863$200.0K
Insigneo Advisory Services, LLC863$200.0K

Not filed for Q1 2023 yet (24)

Institutions that held Constellation Brands, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.