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; 1,038 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 113 | $25.5K | 0.00% | −39−25.7% | Reduced |
| Zions Bancorporation, N.A. | 114 | $25.8K | 0.00% | −25−18.0% | Reduced |
| AXS Investments LLC | 115 | $26.0K | 0.01% | +4+3.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 118 | $26.6K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 121 | $27.0K | 0.01% | −2−1.6% | Reduced |
| Old North State Trust, LLC | 120 | $27.0K | 0.02% | +100+500.0% | Added |
| Y.D. More Investments Ltd | 120 | $27.1K | 0.01% | +120 | New |
| Investors Research Corp | 124 | $28.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 125 | $28.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 127 | $28.7K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 131 | $29.6K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 134 | $30.3K | 0.00% | +9+7.2% | Added |
| Center for Financial Planning, Inc. | 135 | $30.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 136 | $30.8K | 0.00% | +1+0.7% | Added |
| Geneos Wealth Management Inc. | 139 | $31.4K | 0.00% | −100−41.8% | Reduced |
| Tacita Capital Inc | 145 | $33.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 147 | $33.2K | 0.01% | −2−1.3% | Reduced |
| Tompkins Financial Corp | 150 | $33.9K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $33.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 155 | $35.0K | 0.00% | 00.0% | Unchanged |
| Capula Management Ltd | 158 | $35.7K | 0.00% | −6,488−97.6% | Reduced |
| Ridgewood Investments LLC | 164 | $37.0K | 0.02% | +164 | New |
| Loomis Sayles & Co L P | 162 | $37.0K | 0.00% | −70−30.2% | Reduced |
| Truvestments Capital LLC | 164 | $37.1K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 167 | $37.7K | 0.01% | +15+9.9% | Added |
| Northwest Investment Counselors, LLC | 170 | $38.4K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 170 | $38.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 174 | $39.3K | 0.00% | +79+83.2% | Added |
| Lindbrook Capital, LLC | 175 | $39.5K | 0.00% | −37−17.5% | Reduced |
| Chilton Capital Management LLC | 180 | $40.7K | 0.00% | +180 | New |
| West Paces Advisors Inc. | 192 | $43.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 194 | $43.8K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 197 | $44.5K | 0.00% | −84−29.9% | Reduced |
| Glen Eagle Advisors, LLC | 207 | $46.8K | 0.01% | +13+6.7% | Added |
| Johnson Financial Group, Inc. | 212 | $47.9K | 0.00% | +160+307.7% | Added |
| Fairfield Financial Advisors, LTD | 217 | $48.7K | 0.02% | +1+0.5% | Added |
| Paladin Advisory Group, LLC | 223 | $50.4K | 0.04% | +223 | New |
| Park Place Capital Corp | 226 | $51.1K | 0.01% | −49−17.8% | Reduced |
| Parkside Financial Bank & Trust | 228 | $51.5K | 0.01% | −20−8.1% | Reduced |
| Cambridge Trust Co | 232 | $52.4K | 0.00% | −37−13.8% | Reduced |
| Capital Advisors, Ltd. LLC | 245 | $55.0K | 0.01% | −84−25.5% | Reduced |
| Albion Financial Group | 245 | $55.3K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 250 | $56.5K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 250 | $56.5K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 250 | $56.5K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 250 | $56.5K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 255 | $57.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 257 | $58.1K | 0.02% | −20−7.2% | Reduced |
| Trifecta Capital Advisors, LLC | 258 | $58.3K | 0.02% | +250+3,125.0% | Added |
| Western Pacific Wealth Management, LP | 274 | $61.9K | 0.05% | −117−29.9% | Reduced |
| Global Trust Asset Management, LLC | 280 | $63.2K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $67.8K | 0.03% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 300 | $67.8K | 0.01% | +97+47.8% | Added |
| Hall Laurie J Trustee | 300 | $68.0K | 0.03% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 301 | $68.1K | 0.05% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 318 | $72.0K | 0.09% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 332 | $75.0K | 0.02% | −200−37.6% | Reduced |
| General Partner, Inc. | 332 | $75.0K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 333 | $75.2K | 0.01% | −98−22.7% | Reduced |
| Farther Finance Advisors, LLC | 350 | $79.1K | 0.02% | +152+76.8% | Added |
| M&R Capital Management Inc | 382 | $86.3K | 0.02% | −280−42.3% | Reduced |
| Sunbelt Securities, Inc. | 390 | $87.6K | 0.01% | +390 | New |
| Optimum Investment Advisors | 400 | $90.4K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $90.4K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 405 | $91.0K | 0.03% | +240+145.5% | Added |
| Evermay Wealth Management LLC | 404 | $91.3K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 405 | $91.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 410 | $92.6K | 0.02% | −100−19.6% | Reduced |
| Key Financial Inc | 425 | $96.0K | 0.03% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 425 | $96.0K | 0.06% | +425 | New |
| United Community Bank | 438 | $98.9K | 0.09% | −100−18.6% | Reduced |
| City State Bank | 439 | $99.0K | 0.06% | −100−18.6% | Reduced |
| Eagle Bay Advisors LLC | 448 | $101.2K | 0.06% | −45−9.1% | Reduced |
| J.Safra Asset Management Corp | 449 | $101.4K | 0.02% | +449 | New |
| First Pacific Advisors, LP | 451 | $101.9K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 463 | $104.4K | 0.08% | −5−1.1% | Reduced |
| Princeton Global Asset Management LLC | 475 | $107.3K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 480 | $108.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 492 | $111.1K | 0.04% | 00.0% | Unchanged |
| American National Bank | 497 | $112.3K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $112.9K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $112.9K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 521 | $117.7K | 0.03% | −220−29.7% | Reduced |
| Ronald Blue Trust, Inc. | 524 | $122.0K | 0.00% | −1,007−65.8% | Reduced |
| Cutler Group LP | 555 | $125.0K | 0.02% | −2,802−83.5% | Reduced |
| Tradition Wealth Management, LLC | 559 | $126.0K | 0.02% | +49+9.6% | Added |
| AdvisorNet Financial, Inc | 593 | $134.0K | 0.01% | +11+1.9% | Added |
| Baldwin Brothers Inc | 595 | $134.4K | 0.01% | −140−19.0% | Reduced |
| Manchester Capital Management LLC | 597 | $134.9K | 0.02% | +127+27.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 606 | $137.0K | 0.09% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 621 | $140.3K | 0.03% | +521+521.0% | Added |
| Acadian Asset Management LLC | 637 | $143.0K | 0.00% | −31,165−98.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 635 | $143.4K | 0.00% | +91+16.7% | Added |
| New Hampshire Trust | 640 | $144.6K | 0.04% | −492−43.5% | Reduced |
| Grove Bank & Trust | 646 | $145.9K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 652 | $147.3K | 0.01% | +174+36.4% | Added |
| Rosenberg Matthew Hamilton | 655 | $148.1K | 0.05% | −19−2.8% | Reduced |
| TSFG, LLC | 683 | $154.0K | 0.06% | +75+12.3% | Added |
| Creative Financial Designs Inc | 723 | $163.3K | 0.02% | −35−4.6% | Reduced |
| Proequities, Inc. | 732 | $165.4K | 0.01% | +55+8.1% | Added |