Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,038 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, Q1 2023

Institutional positions in Constellation Brands, Inc. as of Mar 31, 2023. 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: 1,192; −43 vs. Q4 2022
Shares held: 138.5M; +2.09M (+1.5%) vs. Q4 2022
Total value: $31.3B; −$345.7M (−1.1%) vs. Q4 2022
New holders: 89; 424 more added
Sold out: 132; 478 more reduced

24 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 1,192 institutions

Value heldQ1 2023: $31.3B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$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, Q1 2023

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q4 2022.

Institutions holding STZ in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Householder Group Estate & Retirement Specialist, LLC	1	$0	0.00%	00.0%	Unchanged
Avion Wealth	2	$0	0.00%	+2	New
Summit Wealth Group, LLC	20,330	$0	0.00%	+20,330	New
Pathway Financial Advisers, LLC	1	$149	0.00%	−400−99.8%	Reduced
Bellwether Advisors, LLC	0	$175	0.00%	0	New
Pittenger & Anderson Inc	2	$452	0.00%	−223−99.1%	Reduced
WestEnd Advisors, LLC	–	$452	0.00%	–	–
Financial Synergies Wealth Advisors, Inc.	3	$678	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	4	$904	0.00%	+4	New
Asset Dedication, LLC	3	$1.00K	0.00%	−5−62.5%	Reduced
Baldrige Asset Management LLC	5	$1.00K	0.00%	+5	New
Barrett & Company, Inc.	5	$1.13K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	5	$1.13K	0.00%	−29−85.3%	Reduced
Atwood & Palmer Inc	5	$1.13K	0.00%	00.0%	Unchanged
TFC Financial Management	5	$1.13K	0.00%	00.0%	Unchanged
First Financial Corp	6	$1.35K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	6	$1.36K	0.00%	−4−40.0%	Reduced
MCF Advisors LLC	6	$1.36K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	7	$1.58K	0.00%	−200−96.6%	Reduced
HHM Wealth Advisors, LLC	7	$1.58K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	8	$1.81K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	10	$2.00K	0.00%	−13,459−99.9%	Reduced
Disciplined Investments, LLC	9	$2.03K	0.00%	−1−10.0%	Reduced
Tortoise Investment Management, LLC	9	$2.03K	0.00%	00.0%	Unchanged
Gables Capital Management Inc.	9	$2.03K	0.00%	+9	New
Grey Fox Wealth Advisors, LLC	9	$2.03K	0.00%	+9	New
Nalls Sherbakoff Group, LLC	10	$2.25K	0.00%	+10	New
Cedar Wealth Management, LLC	10	$2.26K	0.00%	−18−64.3%	Reduced
Delta Asset Management LLC	10	$2.26K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	10	$2.26K	0.00%	00.0%	Unchanged
Schubert & Co	11	$2.48K	0.00%	−14−56.0%	Reduced
Kalos Management, Inc.	12	$2.71K	0.01%	+12	New
Cape Investment Advisory, Inc.	12	$2.73K	0.00%	+12	New
Aspire Private Capital, LLC	12	$2.78K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	13	$2.94K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	13	$2.94K	0.00%	+3+30.0%	Added
VitalStone Financial, LLC	10	$3.00K	0.00%	−7,774−99.9%	Reduced
Washington Trust Advisors, Inc.	14	$3.16K	0.00%	00.0%	Unchanged
Adirondack Retirement Specialists, Inc.	15	$3.27K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	15	$3.39K	0.00%	00.0%	Unchanged
Independence Bank of Kentucky	15	$3.39K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	16	$3.63K	0.00%	+16	New
Financial Connections Group, Inc.	22	$4.00K	0.00%	+22	New
Lansing Street Advisors	18	$4.11K	0.00%	00.0%	Unchanged
Atlantic Trust, LLC	19	$4.29K	0.00%	−284−93.7%	Reduced
Clearview Wealth Advisors LLC	23	$5.20K	0.01%	00.0%	Unchanged
Pacifica Partners Inc.	24	$5.37K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	25	$5.65K	0.00%	00.0%	Unchanged
CVA Family Office, LLC	26	$5.90K	0.00%	−14−35.0%	Reduced
Pinnacle Bancorp, Inc.	28	$6.33K	0.00%	00.0%	Unchanged
New Millennium Group LLC	28	$6.37K	0.01%	00.0%	Unchanged
Steward Financial Group LLC	32	$7.00K	0.00%	−45−58.4%	Reduced
CarsonAllaria Wealth Management, Ltd.	31	$7.11K	0.01%	00.0%	Unchanged
First Community Trust NA	35	$7.91K	0.01%	−40−53.3%	Reduced
Centennial Bank	35	$7.91K	0.01%	00.0%	Unchanged
Colonial Trust Advisors	37	$8.36K	0.00%	−1−2.6%	Reduced
Mascoma Wealth Management LLC	38	$8.72K	0.00%	00.0%	Unchanged
Benjamin Edwards Inc	40	$9.00K	0.00%	00.0%	Unchanged
Retirement Group, LLC	40	$9.00K	0.00%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	41	$9.35K	0.00%	+9+28.1%	Added
Legend Financial Advisors, Inc.	43	$9.71K	0.01%	00.0%	Unchanged
Centerpoint Advisors, LLC	44	$10.0K	0.00%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	42	$10.0K	0.00%	+41+4,100.0%	Added
Raffa Wealth Management, LLC	50	$11.3K	0.00%	00.0%	Unchanged
Ahrens Investment Partners LLC	50	$11.3K	0.01%	+50	New
Larson Financial Group LLC	51	$11.4K	0.00%	−35−40.7%	Reduced
Focused Wealth Management, Inc	52	$11.7K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	53	$12.0K	0.00%	+7+15.2%	Added
Winch Advisory Services, LLC	52	$12.0K	0.00%	00.0%	Unchanged
First Personal Financial Services	54	$12.2K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	54	$12.2K	0.01%	+5+10.2%	Added
Hexagon Capital Partners LLC	57	$12.9K	0.00%	+27+90.0%	Added
SRS Capital Advisors, Inc.	57	$13.0K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	60	$13.6K	0.01%	00.0%	Unchanged
Abound Wealth Management	61	$13.8K	0.01%	+6+10.9%	Added
Tilia Fiduciary Partners, Inc.	62	$14.0K	0.01%	00.0%	Unchanged
TCI Wealth Advisors, Inc.	65	$14.7K	0.00%	−35−35.0%	Reduced
Arlington Partners LLC	65	$14.7K	0.00%	+65	New
Sutton Wealth Advisors Inc.	66	$14.9K	0.01%	−29−30.5%	Reduced
Baker Avenue Asset Management, LP	66	$14.9K	0.00%	−4−5.7%	Reduced
Providence Capital Advisors, LLC	68	$15.4K	0.00%	−18,017−99.6%	Reduced
Coston, McIsaac & Partners	71	$16.0K	0.01%	00.0%	Unchanged
Earnest Partners LLC	73	$16.5K	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	74	$16.7K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	75	$16.9K	0.01%	00.0%	Unchanged
Motco	78	$17.6K	0.00%	00.0%	Unchanged
Allie Family Office LLC	47,694	$17.9K	0.01%	+47,694	New
Covestor Ltd	79	$18.0K	0.02%	+7+9.7%	Added
Central Bank & Trust Co	82	$18.5K	0.00%	−17−17.2%	Reduced
JFS Wealth Advisors, LLC	82	$18.5K	0.00%	−21−20.4%	Reduced
Financial Management Professionals, Inc.	85	$19.0K	0.00%	−412−82.9%	Reduced
Core Alternative Capital	88	$19.9K	0.00%	+51+137.8%	Added
State of Wyoming	93	$21.0K	0.01%	+3+3.3%	Added
St. Johns Investment Management Company, LLC	100	$22.6K	0.01%	00.0%	Unchanged
Stone House Investment Management, LLC	100	$22.6K	0.01%	+100	New
Endurance Wealth Management, Inc.	100	$23.0K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	102	$23.0K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	102	$23.1K	0.01%	+30+41.7%	Added
JNBA Financial Advisors	106	$23.9K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	112	$25.0K	0.01%	+26+30.2%	Added