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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,039 | $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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 2,642 | $596.8K | 0.00% | −541−17.0% | Reduced |
| Empirical Finance, LLC | 2,658 | $600.4K | 0.06% | −215−7.5% | Reduced |
| Gateway Investment Advisers LLC | 2,679 | $605.2K | 0.01% | −337−11.2% | Reduced |
| Tectonic Advisors LLC | 2,684 | $606.3K | 0.08% | +1,081+67.4% | Added |
| Teza Capital Management LLC | 2,696 | $609.0K | 0.13% | +2,696 | New |
| Intact Investment Management Inc. | 2,700 | $609.9K | 0.03% | +300+12.5% | Added |
| Meiji Yasuda Life Insurance Co | 2,742 | $619.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,746 | $620.0K | 0.03% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 2,805 | $621.1K | 0.13% | −132−4.5% | Reduced |
| Altrafin AG | 2,750 | $621.2K | 0.31% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 2,753 | $621.9K | 0.74% | +71+2.6% | Added |
| O'Shaughnessy Asset Management, LLC | 2,759 | $623.2K | 0.01% | +289+11.7% | Added |
| Planning Directions Inc | 2,781 | $628.0K | 0.47% | −139−4.8% | Reduced |
| Meeder Advisory Services, Inc. | 2,814 | $635.7K | 0.07% | +64+2.3% | Added |
| Copperwynd Financial, LLC | 2,817 | $636.3K | 0.33% | +32+1.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,822 | $637.0K | 0.03% | +30+1.1% | Added |
| Bragg Financial Advisors, Inc | 2,836 | $640.6K | 0.04% | +11+0.4% | Added |
| Aries Wealth Management | 2,856 | $645.1K | 0.26% | +46+1.6% | Added |
| Colony Group LLC | 2,860 | $646.0K | 0.01% | −3,480−54.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,889 | $653.0K | 0.03% | −276−8.7% | Reduced |
| Laidlaw Wealth Management LLC | 2,906 | $656.5K | 0.13% | −27−0.9% | Reduced |
| Point72 Middle East FZE | 2,922 | $660.1K | 0.04% | −4,176−58.8% | Reduced |
| Old Port Advisors | 2,899 | $661.5K | 0.24% | +10+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 2,988 | $675.0K | 0.11% | −171−5.4% | Reduced |
| First Horizon Advisors, Inc. | 2,999 | $677.4K | 0.02% | +54+1.8% | Added |
| Tokio Marine Asset Management Co Ltd | 3,037 | $686.0K | 0.05% | +464+18.0% | Added |
| Forum Financial Management, LP | 3,057 | $690.5K | 0.02% | −630−17.1% | Reduced |
| Intrust Bank NA | 3,107 | $701.8K | 0.09% | −61−1.9% | Reduced |
| HMS Capital Management, LLC | 3,141 | $709.6K | 0.45% | +18+0.6% | Added |
| Exchange Capital Management, Inc. | 3,157 | $713.1K | 0.14% | −101−3.1% | Reduced |
| TLWM | 3,164 | $714.7K | 0.23% | −24−0.8% | Reduced |
| Bleakley Financial Group, LLC | 3,185 | $719.5K | 0.02% | +136+4.5% | Added |
| Dover Advisors, LLC | 3,234 | $730.5K | 0.70% | +439+15.7% | Added |
| Cetera Advisors LLC | 3,267 | $738.0K | 0.01% | −231−6.6% | Reduced |
| Community Capital Management, Inc. | 3,300 | $745.4K | 0.98% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 3,306 | $746.8K | 0.34% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 3,334 | $753.1K | 0.65% | −2,244−40.2% | Reduced |
| Siemens Fonds Invest GmbH | 3,364 | $759.9K | 0.08% | −15−0.4% | Reduced |
| Mirador Capital Partners LP | 3,399 | $767.7K | 0.18% | −37−1.1% | Reduced |
| Laraway Financial Inc | 3,434 | $772.9K | 0.78% | −200−5.5% | Reduced |
| Haverford Trust Co | 3,426 | $773.9K | 0.01% | +1,278+59.5% | Added |
| Raab & Moskowitz Asset Management LLC | 3,447 | $778.6K | 0.28% | −97−2.7% | Reduced |
| La Banque Postale Asset Management SA | 3,469 | $783.6K | 0.02% | −1,084−23.8% | Reduced |
| First National Advisers, LLC | 3,482 | $787.0K | 0.89% | +73+2.1% | Added |
| LVW Advisors, LLC | 3,490 | $788.4K | 0.16% | −200−5.4% | Reduced |
| Meridian Investment Counsel Inc. | 3,510 | $792.9K | 0.30% | −65−1.8% | Reduced |
| Brinker Capital Investments, LLC | 3,534 | $798.2K | 0.01% | −819−18.8% | Reduced |
| Orion Portfolio Solutions, LLC | 3,534 | $798.2K | 0.01% | +1,774+100.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,575 | $807.6K | 0.62% | +3,575 | New |
| Pitcairn Co | 3,596 | $812.3K | 0.07% | +17+0.5% | Added |
| Leonteq Securities AG | 3,607 | $814.8K | 0.08% | +1,400+63.4% | Added |
| Forte Capital LLC | 3,614 | $816.3K | 0.12% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,635 | $821.1K | 0.02% | −101−2.7% | Reduced |
| Parsons Capital Management Inc | 3,637 | $821.6K | 0.07% | 00.0% | Unchanged |
| SFMG, LLC | 3,657 | $826.2K | 0.09% | +86+2.4% | Added |
| Argent Trust Co | 3,670 | $829.0K | 0.05% | +403+12.3% | Added |
| Boston Private Wealth LLC | 3,673 | $829.6K | 0.01% | −321−8.0% | Reduced |
| Bessemer Group Inc | 3,677 | $831.0K | 0.00% | −291−7.3% | Reduced |
| Essex Financial Services, Inc. | 3,683 | $831.9K | 0.09% | +10.0% | Added |
| Prentice Wealth Management LLC | 3,689 | $833.3K | 0.40% | −161−4.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,701 | $836.0K | 0.49% | +100+2.8% | Added |
| Piscataqua Savings Bank | 3,710 | $838.0K | 0.71% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 3,725 | $841.4K | 0.69% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 3,727 | $842.0K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,759 | $849.2K | 0.04% | +3,759 | New |
| Lumature Wealth Partners, LLC | 3,778 | $853.5K | 0.48% | +625+19.8% | Added |
| Delta Financial Advisors LLC | 3,792 | $856.7K | 0.41% | −97−2.5% | Reduced |
| Marion Wealth Management | 3,803 | $859.1K | 0.32% | +346+10.0% | Added |
| CWM, LLC | 3,810 | $861.0K | 0.01% | +365+10.6% | Added |
| FIL Ltd | 3,819 | $862.7K | 0.00% | −55,671−93.6% | Reduced |
| Perigon Wealth Management, LLC | 3,825 | $863.9K | 0.05% | −108−2.7% | Reduced |
| Eads & Heald Wealth Management | 3,844 | $868.0K | 0.43% | −56−1.4% | Reduced |
| Advisors Asset Management, Inc. | 3,846 | $868.8K | 0.02% | +1,208+45.8% | Added |
| ELCO Management Co., LLC | 3,851 | $869.9K | 0.63% | +5+0.1% | Added |
| Transcend Wealth Collective, LLC | 3,905 | $882.1K | 0.09% | −126−3.1% | Reduced |
| Prospera Financial Services Inc | 3,930 | $888.0K | 0.04% | +531+15.6% | Added |
| Meridian Financial Partners LLC | 3,908 | $888.0K | 1.01% | −7−0.2% | Reduced |
| Dana Investment Advisors, Inc. | 3,959 | $894.3K | 0.05% | −360−8.3% | Reduced |
| Scott Investment Partners LLP | 4,000 | $904.0K | 2.08% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 4,005 | $904.7K | 0.09% | +4,005 | New |
| Clearstead Advisors, LLC | 4,112 | $928.8K | 0.07% | −456−10.0% | Reduced |
| Caas Capital Management LP | 4,134 | $933.8K | 0.30% | +4,134 | New |
| Wellington Shields Capital Management, LLC | 4,170 | $942.0K | 0.11% | +750+21.9% | Added |
| Veritable, L.P. | 4,180 | $944.2K | 0.02% | −401−8.8% | Reduced |
| Venture Visionary Partners LLC | 4,275 | $965.6K | 0.06% | −296−6.5% | Reduced |
| Ieq Capital, LLC | 4,289 | $969.0K | 0.02% | +82+1.9% | Added |
| Spouting Rock Asset Management, LLC | 4,292 | $969.5K | 0.34% | −47−1.1% | Reduced |
| Waterfront Wealth Inc. | 4,319 | $975.7K | 0.32% | +205+5.0% | Added |
| Kistler-Tiffany Companies, LLC | 4,336 | $979.4K | 0.19% | −91−2.1% | Reduced |
| Tranquility Partners, LLC | 4,383 | $990.1K | 0.47% | +1,082+32.8% | Added |
| Baker Tilly Wealth Management, LLC | 4,384 | $990.3K | 0.11% | −176−3.9% | Reduced |
| Magnolia Capital Management Ltd | 4,392 | $992.0K | 0.93% | 00.0% | Unchanged |
| Andra AP-fonden | 4,400 | $993.9K | 0.03% | −1,000−18.5% | Reduced |
| Platform Technology Partners | 4,403 | $994.6K | 0.49% | −38−0.9% | Reduced |
| Byrne Asset Management LLC | 4,462 | $1.01M | 0.72% | −185−4.0% | Reduced |
| Ameritas Advisory Services, LLC | 4,493 | $1.01M | 0.05% | +54+1.2% | Added |
| Crescent Sterling, Ltd. | 4,485 | $1.01M | 0.98% | +674+17.7% | Added |
| Bahl & Gaynor Inc | 4,515 | $1.02M | 0.01% | −305−6.3% | Reduced |
| Choate Investment Advisors | 4,534 | $1.02M | 0.05% | −60−1.3% | Reduced |
| Pictet & Cie (Europe) SA | 4,548 | $1.03M | 0.04% | 00.0% | Unchanged |