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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 1,857 | $420.0K | 0.08% | −41−2.2% | Reduced |
| Studio Investment Management LLC | 1,860 | $420.2K | 0.13% | +77+4.3% | Added |
| Wealth Advisors, Inc. | 1,850 | $422.1K | 0.20% | −100−5.1% | Reduced |
| Mayflower Financial Advisors, LLC | 1,871 | $422.6K | 0.06% | +6+0.3% | Added |
| Charter Research & Investment Group, Inc. | 1,871 | $422.6K | 0.37% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,879 | $424.5K | 0.12% | +4+0.2% | Added |
| Altshuler Shaham Ltd | 1,880 | $424.7K | 0.01% | −189−9.1% | Reduced |
| Perpetual Ltd | 1,886 | $426.0K | 0.00% | +1,886 | New |
| RDA Financial Network | 1,914 | $432.4K | 0.20% | −25−1.3% | Reduced |
| DFPG Investments, LLC | 1,917 | $433.0K | 0.05% | +103+5.7% | Added |
| Meridian Wealth Management, LLC | 1,923 | $434.4K | 0.04% | +58+3.1% | Added |
| Independent Financial Group, LLC | 1,926 | $435.0K | 0.03% | +179+10.2% | Added |
| Ci Investments Inc. | 1,931 | $436.0K | 0.00% | +97+5.3% | Added |
| Gilbert & Cook, Inc. | 1,931 | $436.2K | 0.08% | −1,360−41.3% | Reduced |
| Armbruster Capital Management, Inc. | 1,934 | $436.9K | 0.11% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,955 | $439.9K | 0.01% | +169+9.5% | Added |
| Nvest Financial, LLC | 1,954 | $441.4K | 0.46% | +6+0.3% | Added |
| Sequoia Financial Advisors, LLC | 1,958 | $442.4K | 0.01% | −1,768−47.5% | Reduced |
| Jump Financial, LLC | 1,959 | $442.5K | 0.02% | +972+98.5% | Added |
| Ameritas Investment Partners, Inc. | 1,961 | $443.0K | 0.02% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,969 | $444.8K | 0.09% | +183+10.2% | Added |
| Financial Advocates Investment Management | 1,970 | $444.9K | 0.03% | −280−12.4% | Reduced |
| Silverlake Wealth Management LLC | 1,977 | $446.6K | 0.27% | −6−0.3% | Reduced |
| Sterling Investment Counsel, LLC | 1,981 | $447.5K | 0.27% | +278+16.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,983 | $447.9K | 0.09% | +1,983 | New |
| Pine Valley Investments Ltd Liability Co | 2,344 | $448.5K | 0.07% | +2,344 | New |
| Keebeck Wealth Management, LLC | 1,992 | $450.0K | 0.07% | 00.0% | Unchanged |
| Verity & Verity, LLC | 2,000 | $451.8K | 0.06% | −480−19.4% | Reduced |
| Community Bank, N.A. | 2,000 | $451.8K | 0.06% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2,000 | $451.8K | 0.10% | +2,000 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,005 | $452.9K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,020 | $456.3K | 0.23% | +50+2.5% | Added |
| Spinnaker Investment Group, LLC | 2,023 | $457.0K | 0.16% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,034 | $459.4K | 0.33% | +90+4.6% | Added |
| Harbor Investment Advisory, LLC | 2,044 | $461.8K | 0.07% | +85+4.3% | Added |
| Resources Investment Advisors, LLC. | 2,052 | $463.4K | 0.01% | −103−4.8% | Reduced |
| Harbour Investments, Inc. | 2,053 | $463.7K | 0.03% | +203+11.0% | Added |
| Meridian Wealth Advisors, LLC | 2,058 | $464.9K | 0.12% | 00.0% | Unchanged |
| CNB Bank | 2,060 | $465.3K | 0.28% | +79+4.0% | Added |
| Wetherby Asset Management Inc | 2,061 | $465.6K | 0.03% | −131−6.0% | Reduced |
| Resources Management Corp | 5,550 | $468.0K | 0.09% | −13,043−70.2% | Reduced |
| Navalign, LLC | 2,084 | $470.7K | 0.20% | −27−1.3% | Reduced |
| Confluence Wealth Services, Inc. | 2,085 | $471.0K | 0.11% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,100 | $474.4K | 0.04% | 00.0% | Unchanged |
| Axq Capital, LP | 2,100 | $474.4K | 0.19% | +2,100 | New |
| Cooper/Haims Advisors, LLC | 2,102 | $474.9K | 0.38% | −99−4.5% | Reduced |
| CAPROCK Group, Inc. | 2,109 | $476.5K | 0.04% | −11−0.5% | Reduced |
| Allred Capital Management, LLC | 2,110 | $476.7K | 0.25% | +2+0.1% | Added |
| Aristotle Atlantic Partners, LLC | 2,116 | $478.0K | 0.02% | −508−19.4% | Reduced |
| Apollon Wealth Management, LLC | 2,119 | $478.7K | 0.03% | +21+1.0% | Added |
| Ballentine Partners, LLC | 2,122 | $479.3K | 0.01% | −391−15.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,133 | $481.8K | 0.17% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,140 | $483.4K | 0.06% | −209−8.9% | Reduced |
| Legacy Bridge, LLC | 2,146 | $484.8K | 0.34% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,157 | $487.2K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,157 | $487.2K | 0.03% | +375+21.0% | Added |
| Burns Matteson Capital Management, LLC | 2,159 | $487.7K | 0.31% | +291+15.6% | Added |
| Cresset Asset Management, LLC | 2,166 | $489.4K | 0.01% | +2,166 | New |
| Tributary Capital Management, LLC | 2,170 | $490.2K | 0.05% | −80−3.6% | Reduced |
| United Capital Financial Advisers, LLC | 2,183 | $493.1K | 0.00% | +289+15.3% | Added |
| Personal Cfo Solutions, LLC | 2,184 | $493.5K | 0.10% | +131+6.4% | Added |
| WealthTrust Axiom LLC | 2,200 | $497.0K | 0.17% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,200 | $497.0K | 0.07% | +2,200 | New |
| Allworth Financial LP | 2,213 | $499.9K | 0.01% | −56−2.5% | Reduced |
| Stratos Wealth Advisors, LLC | 2,213 | $499.9K | 0.04% | −138−5.9% | Reduced |
| Texas Yale Capital Corp. | 2,214 | $500.1K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 2,233 | $504.4K | 0.16% | +106+5.0% | Added |
| Hillman Capital Management, Inc. | 2,255 | $509.4K | 0.19% | +24+1.1% | Added |
| 1620 Investment Advisors, Inc. | 2,270 | $512.8K | 0.62% | −7−0.3% | Reduced |
| Wilkinson Global Asset Management LLC | 2,310 | $521.8K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,315 | $522.9K | 0.08% | −1,065−31.5% | Reduced |
| Patten Group, Inc. | 2,315 | $522.9K | 0.16% | −20−0.9% | Reduced |
| Park National Corp | 2,316 | $523.2K | 0.02% | −70−2.9% | Reduced |
| Harbor Capital Advisors, Inc. | 2,341 | $528.8K | 0.15% | +2,341 | New |
| Wealthcare Advisory Partners LLC | 2,348 | $530.5K | 0.02% | −68−2.8% | Reduced |
| Greenleaf Trust | 2,362 | $533.6K | 0.01% | −133−5.3% | Reduced |
| Athena Investment Management | 2,362 | $533.6K | 0.38% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 2,371 | $535.6K | 0.12% | −365−13.3% | Reduced |
| Arnhold LLC | 2,400 | $542.1K | 0.06% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 2,406 | $543.4K | 0.03% | +45+1.9% | Added |
| Prudent Man Advisors, LLC | 2,408 | $544.0K | 0.21% | −14−0.6% | Reduced |
| WBH Advisory Inc | 2,412 | $544.9K | 0.07% | +2,412 | New |
| Tufton Capital Management | 2,433 | $549.6K | 0.12% | −20−0.8% | Reduced |
| Cornerstone Advisory, LLC | 2,434 | $549.8K | 0.10% | +1,395+134.3% | Added |
| Credential Qtrade Securities Inc. | 2,455 | $554.6K | 0.04% | +74+3.1% | Added |
| Voloridge Investment Management, LLC | 2,458 | $555.2K | 0.00% | −53,659−95.6% | Reduced |
| CIBC Private Wealth Group, LLC | 2,472 | $558.4K | 0.00% | +45+1.9% | Added |
| Prestige Wealth Management Group LLC | 2,491 | $562.7K | 0.14% | +980+64.9% | Added |
| Armistice Capital, LLC | 2,492 | $562.9K | 0.01% | +2,492 | New |
| Retirement Planning Co of New England, Inc. | 2,499 | $564.6K | 0.34% | +171+7.3% | Added |
| Thoroughbred Financial Services, LLC | 2,510 | $567.0K | 0.08% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 2,510 | $568.3K | 0.07% | −2,840−53.1% | Reduced |
| Lincoln National Corp | 2,525 | $570.4K | 0.01% | −68−2.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,548 | $575.6K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,552 | $576.0K | 0.01% | −5−0.2% | Reduced |
| Roanoke Asset Management Corp | 2,550 | $576.0K | 0.25% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,554 | $576.9K | 0.00% | −8,524−76.9% | Reduced |
| ISAM Funds (UK) Ltd | 2,561 | $578.5K | 0.74% | +2,561 | New |
| Scotia Capital Inc. | 2,611 | $589.9K | 0.00% | −17,514−87.0% | Reduced |
| Anchor Investment Management, LLC | 2,617 | $591.2K | 0.08% | −27−1.0% | Reduced |