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 |
|---|---|---|---|---|---|
| Buckley Wealth Management, LLC | 1,211 | $273.6K | 0.10% | −10−0.8% | Reduced |
| Almanack Investment Partners, LLC. | 1,214 | $274.1K | 0.05% | −29−2.3% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,231 | $278.1K | 0.22% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,234 | $278.8K | 0.03% | 00.0% | Unchanged |
| Wade G W & Inc | 1,236 | $279.0K | 0.01% | −3−0.2% | Reduced |
| Hills Bank & Trust Co | 1,238 | $279.7K | 0.04% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,239 | $279.9K | 0.15% | −49−3.8% | Reduced |
| Kraematon Investment Advisors, Inc | 1,250 | $282.3K | 0.33% | +2+0.2% | Added |
| Cypress Capital Group | 1,262 | $285.1K | 0.04% | −5−0.4% | Reduced |
| North Star Investment Management Corp. | 1,274 | $287.7K | 0.02% | +1+0.1% | Added |
| ICW Investment Advisors LLC | 1,279 | $289.1K | 0.16% | +22+1.8% | Added |
| Edge Capital Group, LLC | 1,287 | $290.7K | 0.02% | +1,287 | New |
| Whittier Trust Co of Nevada Inc | 1,288 | $290.9K | 0.01% | +187+17.0% | Added |
| HB Wealth Management, LLC | 1,288 | $291.0K | 0.01% | −645−33.4% | Reduced |
| Nations Financial Group Inc, | 1,289 | $291.2K | 0.03% | −209−14.0% | Reduced |
| Clarius Group, LLC | 1,296 | $292.8K | 0.02% | −165−11.3% | Reduced |
| Silver Oak Securities, Inc | 1,297 | $293.0K | 0.05% | −158−10.9% | Reduced |
| Stevens Capital Management LP | 1,297 | $293.0K | 0.07% | +1,297 | New |
| Inlet Private Wealth, LLC | 1,301 | $293.9K | 0.08% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,310 | $295.9K | 0.08% | +30+2.3% | Added |
| Sound View Wealth Advisors Group, LLC | 1,311 | $296.1K | 0.04% | +364+38.4% | Added |
| Reynders McVeigh Capital Management, LLC | 1,314 | $297.0K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,282 | $297.0K | 0.01% | 00.0% | Unchanged |
| Farmers Trust Co | 1,316 | $297.3K | 0.07% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,337 | $302.0K | 0.21% | +2+0.1% | Added |
| Ausdal Financial Partners, Inc. | 1,341 | $303.0K | 0.04% | −28−2.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,343 | $303.4K | 0.02% | +117+9.5% | Added |
| Strategic Blueprint, LLC | 1,350 | $305.0K | 0.03% | +68+5.3% | Added |
| KRS Capital Management, LLC | 1,360 | $307.3K | 0.35% | +136+11.1% | Added |
| Cookson Peirce & Co Inc | 1,368 | $309.0K | 0.02% | −90,499−98.5% | Reduced |
| Symmetry Partners, LLC | 1,370 | $309.0K | 0.02% | −761−35.7% | Reduced |
| Brown Brothers Harriman & Co | 1,370 | $309.5K | 0.00% | +147+12.0% | Added |
| Weybosset Research & Management LLC | 1,375 | $311.0K | 0.12% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,397 | $315.6K | 0.15% | +1,397 | New |
| King Luther Capital Management Corp | 1,400 | $316.2K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,400 | $316.2K | 0.07% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,414 | $319.4K | 0.19% | +111+8.5% | Added |
| Regions Financial Corp | 1,419 | $320.0K | 0.00% | −8−0.6% | Reduced |
| Avidian Wealth Solutions, LLC | 1,430 | $323.1K | 0.02% | +69+5.1% | Added |
| China Universal Asset Management Co., Ltd. | 1,436 | $324.4K | 0.11% | +1,436 | New |
| J.W. Cole Advisors, Inc. | 1,460 | $329.8K | 0.02% | −104−6.6% | Reduced |
| Cooper Financial Group | 1,468 | $331.6K | 0.09% | +1,468 | New |
| Visionary Wealth Advisors | 1,484 | $335.2K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,400 | $336.0K | 0.16% | −200−12.5% | Reduced |
| Pitti Group Wealth Management, LLC | 1,489 | $336.4K | 0.38% | −16−1.1% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $338.8K | 0.31% | 00.0% | Unchanged |
| Sandia Investment Management LP | 1,500 | $338.8K | 0.06% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 1,517 | $342.7K | 0.03% | −224−12.9% | Reduced |
| Chicago Trust Co NA | 1,520 | $343.4K | 0.09% | −796−34.4% | Reduced |
| Nikulski Financial, Inc. | 1,520 | $343.4K | 0.15% | −110−6.7% | Reduced |
| XML Financial, LLC | 1,530 | $345.6K | 0.04% | −39−2.5% | Reduced |
| Morningstar Investment Services LLC | 1,545 | $346.0K | 0.00% | +3+0.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,537 | $347.0K | 0.28% | +2+0.1% | Added |
| Sandy Cove Advisors, LLC | 1,545 | $349.0K | 0.25% | 00.0% | Unchanged |
| Veriti Management LLC | 1,555 | $351.3K | 0.04% | +428+38.0% | Added |
| Hartford Funds Management Co LLC | 1,555 | $351.4K | 0.04% | +18+1.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 1,558 | $352.0K | 0.04% | −50−3.1% | Reduced |
| Focus Financial Network, Inc. | 1,562 | $352.9K | 0.02% | 00.0% | Unchanged |
| Clare Market Investments LLC | 1,569 | $354.4K | 0.15% | +5+0.3% | Added |
| Nova R Wealth, Inc. | 1,571 | $355.0K | 0.24% | +41+2.7% | Added |
| Kovack Advisors, Inc. | 1,574 | $355.6K | 0.05% | +2+0.1% | Added |
| Riverview Trust Co | 1,577 | $356.2K | 0.33% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,581 | $357.2K | 0.07% | +1,581 | New |
| Waldron Private Wealth LLC | 1,590 | $359.4K | 0.02% | −109−6.4% | Reduced |
| Mutual Advisors, LLC | 1,603 | $362.2K | 0.01% | −5−0.3% | Reduced |
| Global Retirement Partners, LLC | 1,613 | $363.6K | 0.02% | −101−5.9% | Reduced |
| Alesco Advisors LLC | 1,616 | $365.0K | 0.01% | −145−8.2% | Reduced |
| Flagship Harbor Advisors, LLC | 1,623 | $366.7K | 0.03% | +339+26.4% | Added |
| Berger Financial Group, Inc | 1,638 | $369.9K | 0.04% | −43−2.6% | Reduced |
| M Holdings Securities, Inc. | 1,638 | $370.0K | 0.04% | +24+1.5% | Added |
| Lee Financial Co | 1,640 | $370.5K | 0.06% | +39+2.4% | Added |
| Spinnaker Trust | 1,641 | $370.7K | 0.03% | −21−1.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,652 | $376.1K | 0.03% | +153+10.2% | Added |
| Atlas Capital Advisors LLC | 1,668 | $376.8K | 0.06% | 00.0% | Unchanged |
| Tiaa, FSB | 1,687 | $381.1K | 0.00% | −100−5.6% | Reduced |
| Tudor Investment Corp Et Al | 1,695 | $383.0K | 0.01% | −329−16.3% | Reduced |
| Davis Investment Partners, LLC | 1,758 | $383.6K | 0.20% | 00.0% | Unchanged |
| Capital Management Associates | 1,700 | $384.0K | 0.58% | −3,300−66.0% | Reduced |
| Tiemann Investment Advisors, LLC | 1,714 | $387.2K | 0.21% | +50+3.0% | Added |
| Avantax Planning Partners, Inc. | 1,723 | $389.2K | 0.02% | −26−1.5% | Reduced |
| Delta Financial Group, Inc. | 1,730 | $391.0K | 0.15% | −71−3.9% | Reduced |
| Johnson Investment Counsel Inc | 1,745 | $394.2K | 0.01% | −88−4.8% | Reduced |
| Strategic Investment Advisors | 1,751 | $395.5K | 0.07% | +206+13.3% | Added |
| Tempus Wealth Planning, LLC | 1,751 | $395.5K | 0.19% | +41+2.4% | Added |
| Checchi Capital Advisers, LLC | 1,755 | $396.4K | 0.04% | −113−6.0% | Reduced |
| IFG Advisory, LLC | 1,760 | $397.8K | 0.04% | +347+24.6% | Added |
| Lavaca Capital LLC | 1,770 | $399.8K | 0.09% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,774 | $400.8K | 0.15% | +93+5.5% | Added |
| ASB Consultores, LLC | 1,781 | $402.3K | 0.16% | −893−33.4% | Reduced |
| Atom Investors LP | 1,782 | $402.5K | 0.22% | +393+28.3% | Added |
| Axxcess Wealth Management, LLC | 1,794 | $405.2K | 0.03% | −144−7.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,799 | $406.4K | 0.05% | +1+0.1% | Added |
| United Bank | 1,800 | $406.6K | 0.05% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,817 | $410.4K | 0.08% | −76−4.0% | Reduced |
| Curbstone Financial Management Corp | 1,834 | $414.3K | 0.10% | +58+3.3% | Added |
| Beaumont Financial Advisors, LLC | 1,838 | $415.2K | 0.04% | −125−6.4% | Reduced |
| 44 Wealth Management LLC | 1,841 | $415.9K | 0.14% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,850 | $417.9K | 0.15% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,849 | $418.0K | 0.02% | +50+2.8% | Added |
| Capstone Investment Advisors, LLC | 1,852 | $418.3K | 0.01% | +199+12.0% | Added |