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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 4,576 | $1.03M | 0.05% | −30,374−86.9% | Reduced |
| Sawtooth Solutions, LLC | 4,576 | $1.03M | 0.03% | +3,060+201.8% | Added |
| Gamco Investors, Inc. Et Al | 4,600 | $1.04M | 0.01% | 00.0% | Unchanged |
| Ballast, Inc. | 4,615 | $1.04M | 0.43% | +294+6.8% | Added |
| Two Sigma Securities, LLC | 4,617 | $1.04M | 0.09% | +4,617 | New |
| Spire Wealth Management | 4,626 | $1.04M | 0.04% | +383+9.0% | Added |
| Segall Bryant & Hamill, LLC | 4,626 | $1.04M | 0.01% | +399+9.4% | Added |
| Western Wealth Management, LLC | 4,649 | $1.05M | 0.10% | +214+4.8% | Added |
| ICA Group Wealth Management, LLC | 4,661 | $1.05M | 0.25% | +207+4.6% | Added |
| Wealth Alliance | 4,677 | $1.06M | 0.17% | −8−0.2% | Reduced |
| Bank Hapoalim BM | 4,775 | $1.08M | 0.15% | −485−9.2% | Reduced |
| Tredje AP-fonden | 4,777 | $1.08M | 0.02% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 4,841 | $1.09M | 0.09% | +4,841 | New |
| U.S. Capital Wealth Advisors, LLC | 4,820 | $1.09M | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,826 | $1.09M | 0.03% | −855−15.1% | Reduced |
| Paradigm Asset Management Co LLC | 4,900 | $1.11M | 0.30% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 4,957 | $1.12M | 0.49% | −100−2.0% | Reduced |
| Fiduciary Trust Co | 4,976 | $1.12M | 0.02% | −467−8.6% | Reduced |
| WT Wealth Management | 4,986 | $1.13M | 0.49% | −282−5.4% | Reduced |
| Executive Wealth Management, LLC | 4,999 | $1.13M | 0.13% | +176+3.6% | Added |
| Hoertkorn Richard Charles | 5,000 | $1.13M | 0.58% | 00.0% | Unchanged |
| Caption Management, LLC | 5,000 | $1.13M | 0.24% | +5,000 | New |
| Independent Solutions Wealth Management, LLC | 5,013 | $1.13M | 0.33% | −2,195−30.5% | Reduced |
| Shapiro Capital Management LLC | 5,030 | $1.14M | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,040 | $1.14M | 0.02% | −30−0.6% | Reduced |
| Cambria Investment Management, L.P. | 5,076 | $1.15M | 0.09% | −564−10.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,103 | $1.15M | 0.03% | +16+0.3% | Added |
| Metis Global Partners, LLC | 5,123 | $1.16M | 0.07% | +432+9.2% | Added |
| Vestmark Advisory Solutions, Inc. | 5,131 | $1.16M | 0.05% | −102−1.9% | Reduced |
| Brown Advisory Inc | 5,171 | $1.17M | 0.00% | −120−2.3% | Reduced |
| Arrow Financial Corp | 5,182 | $1.17M | 0.15% | −117−2.2% | Reduced |
| Fairbanks Capital Management, Inc. | 5,225 | $1.18M | 0.94% | +275+5.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 5,236 | $1.18M | 0.68% | −65−1.2% | Reduced |
| Jacobi Capital Management LLC | 5,256 | $1.19M | 0.14% | −214−3.9% | Reduced |
| Caldwell Trust Co | 5,264 | $1.19M | 0.16% | +25+0.5% | Added |
| Lowe Brockenbrough & Co Inc | 5,288 | $1.19M | 0.10% | +1,010+23.6% | Added |
| MidWestOne Financial Group, Inc. | 5,296 | $1.20M | 0.27% | +1,180+28.7% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.20M | 1.08% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 5,347 | $1.21M | 1.15% | −118−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,346 | $1.21M | 0.04% | −2,711−33.6% | Reduced |
| Kennedy Investment Group | 5,364 | $1.21M | 0.74% | −125−2.3% | Reduced |
| Raymond James Trust N.A. | 5,405 | $1.22M | 0.04% | −304−5.3% | Reduced |
| Crossmark Global Holdings, Inc. | 5,416 | $1.22M | 0.03% | −385−6.6% | Reduced |
| Trust Investment Advisors | 5,470 | $1.24M | 1.11% | +18+0.3% | Added |
| APG Asset Management N.V. | 5,964 | $1.24M | 0.00% | −9,861−62.3% | Reduced |
| Lipe & Dalton | 5,506 | $1.24M | 0.71% | −200−3.5% | Reduced |
| Marshall Wace, LLP | 5,512 | $1.25M | 0.00% | −28,195−83.6% | Reduced |
| Great Valley Advisor Group, Inc. | 5,521 | $1.25M | 0.06% | +836+17.8% | Added |
| Comerica Securities,inc. | 5,543 | $1.25M | 0.09% | +269+5.1% | Added |
| Evergreen Wealth Solutions, LLC | 5,555 | $1.25M | 1.45% | +173+3.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 5,558 | $1.26M | 0.29% | +129+2.4% | Added |
| Advisor Partners II, LLC | 5,581 | $1.26M | 0.07% | −109−1.9% | Reduced |
| Aberdeen Wealth Management LLC | 5,655 | $1.28M | 0.95% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 5,667 | $1.28M | 0.27% | +5,667 | New |
| First Hawaiian Bank | 5,675 | $1.28M | 0.04% | −73−1.3% | Reduced |
| Burns J W & Co Inc | 5,676 | $1.28M | 0.22% | −82−1.4% | Reduced |
| Citadel Advisors LLC | 5,700 | $1.29M | 0.00% | +5,673+21,011.1% | Added |
| Paragon Advisors, LLC | 5,702 | $1.29M | 0.43% | +5,702 | New |
| McDonald Partners LLC | 5,757 | $1.30M | 0.42% | −164−2.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,777 | $1.30M | 0.11% | +20+0.3% | Added |
| Aviva PLC | 5,785 | $1.31M | 0.01% | −14,781−71.9% | Reduced |
| Weiss Asset Management LP | 5,800 | $1.31M | 0.10% | +5,800 | New |
| Campbell & CO Investment Adviser LLC | 5,803 | $1.31M | 0.24% | +5,803 | New |
| Toroso Investments, LLC | 5,841 | $1.32M | 0.04% | +419+7.7% | Added |
| Benedict Financial Advisors Inc | 5,892 | $1.33M | 0.37% | −79−1.3% | Reduced |
| Bryn Mawr Trust Co | 5,900 | $1.33M | 0.06% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 5,909 | $1.33M | 0.57% | −6−0.1% | Reduced |
| Guardian Capital LP | 5,975 | $1.35M | 0.04% | +520+9.5% | Added |
| Miller Investment Management, LP | 6,000 | $1.36M | 0.22% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,063 | $1.37M | 0.02% | +1,321+27.9% | Added |
| Cim Investment Mangement Inc | 6,112 | $1.38M | 0.51% | +3,955+183.4% | Added |
| Sigma Planning Corp | 6,273 | $1.42M | 0.05% | −593−8.6% | Reduced |
| Garner Asset Management Corp | 6,362 | $1.44M | 0.68% | +47+0.7% | Added |
| Marco Investment Management LLC | 6,426 | $1.45M | 0.16% | −545−7.8% | Reduced |
| Pathstone Family Office, LLC | 6,440 | $1.46M | 0.02% | −3,175−33.0% | Reduced |
| Oppenheimer & Co Inc | 6,536 | $1.48M | 0.03% | +135+2.1% | Added |
| Keybank National Association | 6,565 | $1.48M | 0.01% | +2,982+83.2% | Added |
| Prudential PLC | 6,608 | $1.49M | 0.02% | −2,240−25.3% | Reduced |
| Umb Bank N A | 6,666 | $1.51M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 6,701 | $1.51M | 0.05% | +21+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 6,743 | $1.52M | 0.02% | −8−0.1% | Reduced |
| Jefferies Financial Group Inc. | 6,750 | $1.52M | 0.03% | +4,555+207.5% | Added |
| Belpointe Asset Management LLC | 6,798 | $1.54M | 0.08% | −2,620−27.8% | Reduced |
| Wambolt & Associates, LLC | 6,900 | $1.56M | 0.55% | −80−1.1% | Reduced |
| BDO Wealth Advisors, LLC | 6,905 | $1.56M | 0.19% | −153−2.2% | Reduced |
| Atlantic Union Bankshares Corp | 6,953 | $1.57M | 0.16% | −4,817−40.9% | Reduced |
| Pflug Koory, LLC | 6,996 | $1.58M | 0.86% | −25−0.4% | Reduced |
| Audent Global Asset Management, LLC | 7,008 | $1.58M | 2.23% | +853+13.9% | Added |
| SWS Partners | 7,087 | $1.60M | 0.60% | +7,087 | New |
| Wolverine Trading, LLC | 7,119 | $1.60M | 0.05% | +5,306+292.7% | Added |
| Cross Staff Investments Inc | 7,096 | $1.60M | 1.59% | 00.0% | Unchanged |
| MAI Capital Management | 7,145 | $1.61M | 0.03% | +83+1.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 7,155 | $1.62M | 0.04% | +7,155 | New |
| Kingsview Wealth Management, LLC | 7,180 | $1.62M | 0.07% | −937−11.5% | Reduced |
| Zevenbergen Capital Investments LLC | 7,200 | $1.63M | 0.04% | +25+0.3% | Added |
| Metropolitan Life Insurance Co | 7,262 | $1.64M | 0.08% | −1,913−20.9% | Reduced |
| We Are One Seven, LLC | 7,315 | $1.65M | 0.10% | −584−7.4% | Reduced |
| PFS Investments Inc. | 7,410 | $1.67M | 0.03% | −21,524−74.4% | Reduced |
| West Oak Capital, LLC | 7,383 | $1.67M | 0.84% | −50−0.7% | Reduced |
| Pinnacle Financial Partners Inc | 7,437 | $1.68M | 0.05% | 00.0% | Unchanged |