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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 761 | $172.0K | 0.00% | −639−45.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 773 | $174.6K | 0.01% | +9+1.2% | Added |
| Smithfield Trust Co | 786 | $181.0K | 0.01% | −64−7.5% | Reduced |
| Quadrant Capital Group LLC | 804 | $181.6K | 0.02% | +5+0.6% | Added |
| Evoke Wealth, LLC | 887 | $200.4K | 0.01% | −328−27.0% | Reduced |
| Gladstone Institutional Advisory LLC | 888 | $200.7K | 0.01% | +5+0.6% | Added |
| Summit X, LLC | 891 | $201.2K | 0.05% | +891 | New |
| Seaport Global Advisors, LLC | 896 | $202.4K | 0.64% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 899 | $203.1K | 0.03% | +899 | New |
| Seed Wealth Management, Inc. | 900 | $203.3K | 0.23% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 907 | $204.9K | 0.02% | +907 | New |
| Aureus Asset Management, LLC | 911 | $205.8K | 0.02% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 913 | $206.2K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 919 | $207.6K | 0.03% | −8−0.9% | Reduced |
| NewEdge Wealth, LLC | 923 | $208.5K | 0.01% | +923 | New |
| Baxter Bros Inc | 925 | $208.9K | 0.03% | −125−11.9% | Reduced |
| Monetary Management Group Inc | 925 | $208.9K | 0.06% | 00.0% | Unchanged |
| Jacobsen Capital Management | 926 | $209.2K | 0.11% | −270−22.6% | Reduced |
| Seneca Financial Advisors LLC | 930 | $210.1K | 0.14% | +3+0.3% | Added |
| WNY Asset Management, LLC | 931 | $210.2K | 0.05% | +1+0.1% | Added |
| Daymark Wealth Partners, LLC | 934 | $211.0K | 0.03% | +934 | New |
| EverSource Wealth Advisors, LLC | 935 | $211.2K | 0.03% | +62+7.1% | Added |
| V Wealth Advisors LLC | 943 | $213.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 954 | $215.5K | 0.02% | +117+14.0% | Added |
| Accel Wealth Management | 958 | $216.4K | 0.09% | +2+0.2% | Added |
| Roman Butler Fullerton & Co | 957 | $216.8K | 0.11% | −208−17.9% | Reduced |
| Weik Capital Management | 960 | $217.0K | 0.10% | −110−10.3% | Reduced |
| Tobam | 965 | $218.0K | 0.01% | +404+72.0% | Added |
| Shelton Wealth Management, LLC | 968 | $218.7K | 0.18% | +1+0.1% | Added |
| Intrua Financial, LLC | 961 | $218.9K | 0.05% | −171−15.1% | Reduced |
| Empower Advisory Group, LLC | 975 | $219.8K | 0.00% | +975 | New |
| Headinvest, LLC | 973 | $219.8K | 0.05% | +973 | New |
| Hubbell Strickland Wealth Management, LLC | 977 | $220.7K | 0.13% | −505−34.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 978 | $220.9K | 0.01% | +978 | New |
| Fortis Advisors, LLC | 981 | $221.6K | 0.14% | +150+18.1% | Added |
| Conning Inc. | 987 | $223.0K | 0.01% | −12−1.2% | Reduced |
| Phoenix Holdings Ltd. | 1,000 | $223.0K | 0.01% | +1,000 | New |
| 9258 Wealth Management, LLC | 990 | $223.6K | 0.05% | −32−3.1% | Reduced |
| Desjardins Global Asset Management Inc. | 990 | $224.0K | 0.03% | +990 | New |
| Signaturefd, LLC | 995 | $224.8K | 0.01% | −232−18.9% | Reduced |
| Cohen Investment Advisors LLC | 998 | $225.4K | 0.18% | +36+3.7% | Added |
| BEAM Asset Management, LLC | 1,000 | $225.9K | 0.23% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $225.9K | 0.07% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $226.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $226.0K | 0.11% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,001 | $226.1K | 0.03% | +1+0.1% | Added |
| Rise Advisors, LLC | 1,003 | $226.7K | 0.17% | −215−17.7% | Reduced |
| Waters Parkerson & Co., LLC | 1,003 | $227.0K | 0.01% | +1,003 | New |
| Modus Advisors, LLC | 1,007 | $227.5K | 0.10% | +89+9.7% | Added |
| Welch Group, LLC | 1,008 | $227.7K | 0.01% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,009 | $228.0K | 0.02% | −119−10.5% | Reduced |
| Wallace Advisory Group, LLC | 1,019 | $230.2K | 0.18% | −35−3.3% | Reduced |
| Shelton Capital Management | 1,027 | $232.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,025 | $232.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,031 | $232.9K | 0.03% | +66+6.8% | Added |
| Castle Rock Wealth Management, LLC | 1,035 | $233.3K | 0.08% | +14+1.4% | Added |
| Claro Advisors LLC | 1,035 | $233.8K | 0.07% | −248−19.3% | Reduced |
| Successful Portfolios LLC | 1,040 | $235.1K | 0.15% | +50+5.1% | Added |
| Barry Investment Advisors, LLC | 1,040 | $235.1K | 0.08% | −2−0.2% | Reduced |
| McLean Asset Management Corp | 1,052 | $237.6K | 0.10% | −22−2.0% | Reduced |
| First Affirmative Financial Network | 1,057 | $238.8K | 0.28% | −55−4.9% | Reduced |
| Goodwin Daniel L | 1,058 | $239.0K | 0.12% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,061 | $240.0K | 0.10% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 1,063 | $240.1K | 0.36% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 1,069 | $241.5K | 0.13% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 1,081 | $244.2K | 0.04% | −105−8.9% | Reduced |
| Knuff & Co LLC | 1,092 | $246.7K | 0.10% | +32+3.0% | Added |
| Gulf International Bank (UK) Ltd | 1,094 | $247.0K | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,100 | $248.5K | 0.38% | −1,000−47.6% | Reduced |
| Washington Capital Management Inc | 1,100 | $248.5K | 0.22% | +1,100 | New |
| Strategic Financial Concepts, LLC | 1,100 | $248.5K | 0.10% | +1,100 | New |
| PEAK6 Investments LLC | 1,101 | $248.7K | 0.02% | +1,097+27,425.0% | Added |
| Purus Wealth Management, LLC | 1,104 | $249.3K | 0.20% | +167+17.8% | Added |
| Cladis Investment Advisory, LLC | 1,105 | $249.6K | 0.22% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 1,109 | $250.4K | 0.16% | +4+0.4% | Added |
| Baron Wealth Management LLC | 1,109 | $250.6K | 0.18% | +94+9.3% | Added |
| Monarch Capital Management Inc | 1,111 | $251.0K | 0.08% | 00.0% | Unchanged |
| NinePointTwo Capital | 1,113 | $251.0K | 0.09% | +1,113 | New |
| Meritas Wealth Management, LLC | 1,115 | $251.9K | 0.20% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,117 | $252.3K | 0.12% | −140−11.1% | Reduced |
| Quantinno Capital Management LP | 1,117 | $253.0K | 0.02% | −837−42.8% | Reduced |
| Arvest Trust Co N A | 1,122 | $253.4K | 0.02% | −57−4.8% | Reduced |
| Vident Investment Advisory, LLC | 1,123 | $253.7K | 0.01% | −1,928−63.2% | Reduced |
| Chicago Partners Investment Group LLC | 1,139 | $255.5K | 0.01% | +1,139 | New |
| Strategic Investment Solutions, Inc. | 1,132 | $255.8K | 0.05% | +3+0.3% | Added |
| PFG Advisors | 1,134 | $256.1K | 0.02% | +51+4.7% | Added |
| KCM Investment Advisors LLC | 1,143 | $258.1K | 0.01% | +1,143 | New |
| Brandywine Oak Private Wealth LLC | 1,157 | $261.4K | 0.03% | −230−16.6% | Reduced |
| Epic Trust Investment Advisors, LLC | 1,159 | $261.8K | 0.33% | −501−30.2% | Reduced |
| Centurion Wealth Management LLC | 1,160 | $262.0K | 0.13% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,162 | $262.4K | 0.02% | +259+28.7% | Added |
| Viawealth, LLC | 1,166 | $263.4K | 0.21% | +1+0.1% | Added |
| Searle & Co. | 1,150 | $263.9K | 0.09% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,187 | $268.1K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,197 | $270.5K | 0.03% | +178+17.5% | Added |
| Accurate Wealth Management, LLC | 1,204 | $270.5K | 0.09% | −3−0.2% | Reduced |
| Boston Trust Walden Corp | 1,200 | $271.1K | 0.00% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,200 | $271.1K | 0.15% | +137+12.9% | Added |
| Syntax Advisors, LLC | 1,200 | $271.1K | 0.21% | +137+12.9% | Added |
| Sowell Financial Services LLC | 1,209 | $273.0K | 0.02% | +1,209 | New |