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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.

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
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,039 institutions
Value heldQ1 2023: $31.3B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,039$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$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
InstitutionSharesValue% of portfolioChange in sharesAction
MinichMacGregor Wealth Management, LLC0$00.00%−243−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−190−100.0%Sold out
Leelyn Smith, LLC0$00.00%−152−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−146−100.0%Sold out
James Investment Research Inc0$00.00%−121−100.0%Sold out
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.0$00.00%−90−100.0%Sold out
Lakewood Asset Management LLC0$00.00%−87−100.0%Sold out
Seldon Capital LP0$00.00%−67−100.0%Sold out
RWM Asset Management, LLC0$00.00%−51−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−26−100.0%Sold out
EWG Elevate Inc.0$00.00%−21−100.0%Sold out
Bradley & Co. Private Wealth Management, LLC0$00.00%−21−100.0%Sold out
My Personal CFO, LLC0$00.00%−20−100.0%Sold out
Activest Wealth Management0$00.00%−19−100.0%Sold out
Corrado Advisors, LLC0$00.00%−15−100.0%Sold out
Hollencrest Capital Management0$00.00%−12−100.0%Sold out
DecisionPoint Financial, LLC0$00.00%−10−100.0%Sold out
Goodman Advisory Group, LLC0$00.00%−8−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−75−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−5−100.0%Sold out
Sierra Capital LLC0$00.00%−6−100.0%Sold out
Addison Advisors LLC0$00.00%−4−100.0%Sold out
Sugarloaf Wealth Management, LLC0$00.00%−3−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−3−100.0%Sold out
Gofen & Glossberg LLC––––Not filed
Canandaigua National Corp––––Not filed
Comerica Bank––––Not filed
St Germain D J Co Inc––––Not filed
Autus Asset Management, LLC––––Not filed
Rothschild & Co Asset Management US Inc.––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Allstate Investment Management Co––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
Aevitas Wealth Management, Inc.––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Pendal Group Limited––––Not filed
Seeyond––––Not filed
Graticule Asia Macro Advisors LLC––––Not filed
Probity Advisors, Inc.––––Not filed
Trustcore Financial Services, LLC––––Not filed
Personal Capital Advisors Corp––––Not filed
CoreCap Advisors, LLC––––Not filed
Capital Directions Investment Advisors, LLC––––Not filed
Cribstone Capital Management, LLC––––Not filed
Tyler-Stone Wealth Management––––Not filed
Heritage Wealth Management, LLC––––Not filed
Sanctuary Wealth Management, L.L.C.––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed