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 |
|---|---|---|---|---|---|
| Gs Investments, Inc. | 7,485 | $1.69M | 0.98% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,521 | $1.70M | 0.09% | −200−2.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.71M | 0.04% | 00.0% | Unchanged |
| Condor Capital Management | 7,604 | $1.72M | 0.22% | +94+1.3% | Added |
| Citizens National Bank Trust Department | 7,610 | $1.72M | 0.48% | −110−1.4% | Reduced |
| Redwood Investments, LLC | 7,638 | $1.73M | 0.22% | −15,562−67.1% | Reduced |
| Ziegler Capital Management, LLC | 7,643 | $1.73M | 0.07% | −416−5.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,673 | $1.73M | 0.05% | +3,659+91.2% | Added |
| Moody National Bank Trust Division | 7,699 | $1.74M | 0.15% | −8−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 7,699 | $1.74M | 0.03% | +378+5.2% | Added |
| Webster Bank, N. A. | 7,752 | $1.75M | 0.23% | +19+0.2% | Added |
| Ostrum Asset Management | 7,816 | $1.77M | 0.15% | +7,816 | New |
| Archon Partners LLC | 7,825 | $1.77M | 0.29% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 7,897 | $1.78M | 0.01% | −170−2.1% | Reduced |
| HM Payson & Co | 7,943 | $1.79M | 0.04% | −168−2.1% | Reduced |
| CM Wealth Advisors LLC | 7,974 | $1.80M | 0.35% | +7,974 | New |
| Thrivent Financial for Lutherans | 8,002 | $1.81M | 0.00% | −14,001−63.6% | Reduced |
| IFP Advisors, Inc | 8,115 | $1.81M | 0.09% | −2,239−21.6% | Reduced |
| Triangle Securities Wealth Management | 8,003 | $1.81M | 0.65% | −21−0.3% | Reduced |
| TD Private Client Wealth LLC | 8,012 | $1.81M | 0.08% | −96−1.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,029 | $1.81M | 0.03% | −1,680−17.3% | Reduced |
| Hudson Canyon Capital Management | 8,052 | $1.82M | 1.52% | +543+7.2% | Added |
| Essex Investment Management Co LLC | 8,104 | $1.83M | 0.27% | −1,313−13.9% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 8,189 | $1.85M | 2.08% | −155−1.9% | Reduced |
| CIBC World Markets Corp | 8,210 | $1.85M | 0.03% | −16,874−67.3% | Reduced |
| XTX Topco Ltd | 8,220 | $1.86M | 0.39% | +8,220 | New |
| Synovus Financial Corp | 8,267 | $1.87M | 0.02% | −6,473−43.9% | Reduced |
| HCR Wealth Advisors | 8,295 | $1.87M | 0.37% | +5+0.1% | Added |
| Fernwood Investment Management, LLC | 8,378 | $1.89M | 0.73% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,421 | $1.90M | 0.00% | −1,710−16.9% | Reduced |
| National Asset Management, Inc. | 8,595 | $1.94M | 0.05% | −462−5.1% | Reduced |
| Engineers Gate Manager LP | 8,737 | $1.97M | 0.08% | −25,530−74.5% | Reduced |
| Illinois Municipal Retirement Fund | 8,749 | $1.98M | 0.04% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 8,818 | $1.99M | 0.59% | −330−3.6% | Reduced |
| GWM Advisors LLC | 8,842 | $2.00M | 0.02% | +1,536+21.0% | Added |
| Capital Analysts, LLC | 8,844 | $2.00M | 0.11% | −124−1.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,857 | $2.00M | 0.01% | +3,421+62.9% | Added |
| Inceptionr LLC | 8,971 | $2.03M | 0.65% | +8,971 | New |
| Panagora Asset Management Inc | 8,980 | $2.03M | 0.01% | −3,806−29.8% | Reduced |
| Coastal Investment Advisors, Inc. | 9,021 | $2.04M | 0.50% | −376−4.0% | Reduced |
| BKD Wealth Advisors, LLC | 9,115 | $2.06M | 0.07% | +993+12.2% | Added |
| Bangor Savings Bank | 9,153 | $2.07M | 0.24% | +28+0.3% | Added |
| Wunderlich Capital Managemnt | 9,434 | $2.13M | 1.11% | +56+0.6% | Added |
| Cobblestone Capital Advisors LLC | 9,491 | $2.14M | 0.16% | +20.0% | Added |
| Parallax Volatility Advisers, L.P. | 9,493 | $2.14M | 0.08% | +5,828+159.0% | Added |
| Occidental Asset Management, LLC | 9,502 | $2.15M | 0.54% | +363+4.0% | Added |
| Montag A & Associates Inc | 9,507 | $2.15M | 0.14% | −727−7.1% | Reduced |
| WD Rutherford LLC | 9,520 | $2.15M | 1.51% | +235+2.5% | Added |
| Xcel Wealth Management, LLC | 9,659 | $2.18M | 0.77% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 9,685 | $2.19M | 1.34% | +663+7.3% | Added |
| Griffin Asset Management, Inc. | 9,686 | $2.19M | 0.31% | +380+4.1% | Added |
| Richard Bernstein Advisors LLC | 9,687 | $2.19M | 0.05% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 9,800 | $2.21M | 0.39% | +15+0.2% | Added |
| Rafferty Asset Management, LLC | 9,819 | $2.22M | 0.02% | +711+7.8% | Added |
| Dynamic Advisor Solutions LLC | 9,830 | $2.22M | 0.13% | +1,329+15.6% | Added |
| Lee Danner & Bass Inc | 9,840 | $2.22M | 0.20% | −865−8.1% | Reduced |
| EULAV Asset Management | 10,000 | $2.26M | 0.09% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 10,985 | $2.28M | 0.02% | +1,010+10.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 10,215 | $2.31M | 1.34% | −125−1.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 10,243 | $2.31M | 1.65% | +10,243 | New |
| Advisory Services Network, LLC | 10,275 | $2.32M | 0.06% | −1,046−9.2% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $2.33M | 0.65% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,351 | $2.34M | 0.01% | +323+3.2% | Added |
| Vestcor Inc | 10,362 | $2.34M | 0.09% | +2,821+37.4% | Added |
| Northcape Wealth Management, LLC | 10,438 | $2.36M | 0.85% | +1,953+23.0% | Added |
| Carnegie Capital Asset Management, LLC | 10,471 | $2.37M | 0.09% | +332+3.3% | Added |
| Louisiana State Employees Retirement System | 10,600 | $2.39M | 0.06% | +100+1.0% | Added |
| Robeco Institutional Asset Management B.V. | 10,603 | $2.40M | 0.01% | −4,037−27.6% | Reduced |
| Level Four Advisory Services, LLC | 10,611 | $2.40M | 0.16% | +271+2.6% | Added |
| Stratos Wealth Partners, LTD. | 10,616 | $2.40M | 0.06% | +322+3.1% | Added |
| Robbins Farley LLC | 10,621 | $2.40M | 1.76% | +132+1.3% | Added |
| Ar Asset Management Inc | 10,875 | $2.46M | 0.66% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 11,069 | $2.50M | 0.53% | +6,047+120.4% | Added |
| Natixis | 11,163 | $2.52M | 0.02% | −8,523−43.3% | Reduced |
| Vista Investment Management | 11,213 | $2.53M | 1.34% | +425+3.9% | Added |
| PGGM Investments | 11,328 | $2.56M | 0.04% | −23,665−67.6% | Reduced |
| Beck Capital Management, LLC | 11,457 | $2.59M | 1.10% | −3,183−21.7% | Reduced |
| Palisade Capital Management LLC | 11,460 | $2.59M | 0.07% | 00.0% | Unchanged |
| Intech Investment Management LLC | 11,529 | $2.60M | 0.02% | −7,132−38.2% | Reduced |
| Verition Fund Management LLC | 11,536 | $2.61M | 0.04% | +365+3.3% | Added |
| Coastline Trust Co | 11,578 | $2.62M | 0.39% | −262−2.2% | Reduced |
| Norinchukin Bank, The | 11,579 | $2.62M | 0.05% | +316+2.8% | Added |
| Storebrand Asset Management AS | 11,665 | $2.64M | 0.01% | −403−3.3% | Reduced |
| Private Trust Co NA | 11,676 | $2.64M | 0.36% | +189+1.6% | Added |
| Pacer Advisors, Inc. | 11,915 | $2.69M | 0.01% | −35,049−74.6% | Reduced |
| Maryland State Retirement & Pension System | 11,987 | $2.71M | 0.06% | +219+1.9% | Added |
| Banque Pictet & Cie SA | 11,997 | $2.71M | 0.03% | −11,949−49.9% | Reduced |
| Capital International Sarl | 12,027 | $2.72M | 0.14% | +12,027 | New |
| Kestra Private Wealth Services, LLC | 12,161 | $2.75M | 0.11% | +574+5.0% | Added |
| Meridian Management Co | 12,166 | $2.75M | 0.90% | −640−5.0% | Reduced |
| Intellectus Partners, LLC | 12,226 | $2.76M | 0.87% | −1,210−9.0% | Reduced |
| Cox Capital Mgt LLC | 12,271 | $2.77M | 2.00% | +10+0.1% | Added |
| City Holding Co | 12,427 | $2.81M | 0.50% | +215+1.8% | Added |
| Oregon Public Employees Retirement Fund | 12,521 | $2.83M | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,635 | $2.85M | 0.06% | +5,548+78.3% | Added |
| Kentucky Retirement Systems | 12,837 | $2.90M | 0.11% | +208+1.6% | Added |
| South Dakota Investment Council | 12,891 | $2.91M | 0.06% | +1,300+11.2% | Added |
| Linscomb & Williams, Inc. | 12,958 | $2.93M | 0.15% | −780−5.7% | Reduced |
| TownSquare Capital, LLC | 12,974 | $2.93M | 0.06% | −25−0.2% | Reduced |
| Daiwa Securities Group Inc. | 12,990 | $2.93M | 0.02% | +1,255+10.7% | Added |