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 |
|---|---|---|---|---|---|
| Herbst Group, LLC | 12,996 | $2.94M | 2.07% | −96−0.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,146 | $2.97M | 0.03% | +8,779+201.0% | Added |
| Univest Financial Corp | 13,248 | $2.99M | 0.93% | +963+7.8% | Added |
| Elo Mutual Pension Insurance Co | 13,254 | $2.99M | 0.09% | +919+7.5% | Added |
| Gotham Asset Management, LLC | 13,334 | $3.01M | 0.07% | −4,945−27.1% | Reduced |
| HBK Sorce Advisory LLC | 13,338 | $3.01M | 0.14% | −12,540−48.5% | Reduced |
| Narwhal Capital Management | 13,341 | $3.01M | 0.38% | −660−4.7% | Reduced |
| Cypress Asset Management Inc | 13,587 | $3.07M | 1.06% | +230+1.7% | Added |
| Securian Asset Management, Inc | 13,657 | $3.08M | 0.08% | +100+0.7% | Added |
| Westpac Banking Corp | 13,776 | $3.11M | 0.04% | −4,096−22.9% | Reduced |
| Hartford Investment Management Co | 13,843 | $3.13M | 0.11% | +1,931+16.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,883 | $3.14M | 0.06% | +1,437+11.5% | Added |
| AXA S.A. | 13,891 | $3.14M | 0.01% | −4,809−25.7% | Reduced |
| Armstrong Shaw Associates Inc | 14,090 | $3.18M | 3.12% | −375−2.6% | Reduced |
| Fulton Bank, N.A. | 14,317 | $3.23M | 0.17% | −1,566−9.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,334 | $3.24M | 0.05% | +242+1.7% | Added |
| Hoylecohen, LLC | 14,440 | $3.26M | 0.30% | −153−1.0% | Reduced |
| WealthPLAN Partners, LLC | 14,539 | $3.28M | 0.37% | −22,365−60.6% | Reduced |
| Commerce Bank | 14,545 | $3.29M | 0.03% | +571+4.1% | Added |
| Sand Hill Global Advisors, LLC | 14,595 | $3.30M | 0.18% | +91+0.6% | Added |
| South State Corp. | 14,688 | $3.32M | 0.31% | +4,469+43.7% | Added |
| Legacy CG, LLC | 14,718 | $3.32M | 1.68% | +837+6.0% | Added |
| British Columbia Investment Management Corp | 14,780 | $3.34M | 0.03% | +640+4.5% | Added |
| Varma Mutual Pension Insurance Co | 15,000 | $3.39M | 0.04% | 00.0% | Unchanged |
| Burney Co | 15,218 | $3.44M | 0.17% | −70.0% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 15,322 | $3.46M | 2.57% | +11,492+300.1% | Added |
| Hohimer Wealth Management, LLC | 15,426 | $3.48M | 1.01% | +1,322+9.4% | Added |
| MML Investors Services, LLC | 15,445 | $3.49M | 0.02% | −922−5.6% | Reduced |
| Captrust Financial Advisors | 15,533 | $3.51M | 0.02% | −108−0.7% | Reduced |
| AE Wealth Management LLC | 15,676 | $3.54M | 0.02% | −4,140−20.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 15,863 | $3.57M | 0.53% | +6,553+70.4% | Added |
| DuPont Capital Management Corp | 15,891 | $3.59M | 0.17% | +6,129+62.8% | Added |
| Valley National Advisers Inc | 16,014 | $3.59M | 0.63% | −224−1.4% | Reduced |
| Warren Averett Asset Management, LLC | 16,057 | $3.63M | 0.19% | +16,057 | New |
| Toth Financial Advisory Corp | 16,094 | $3.64M | 0.57% | −1,091−6.3% | Reduced |
| Patton Albertson Miller Group, LLC | 16,095 | $3.64M | 0.67% | +995+6.6% | Added |
| Private Advisor Group, LLC | 16,313 | $3.68M | 0.04% | −2,120−11.5% | Reduced |
| Oak Asset Management, LLC | 16,562 | $3.74M | 1.61% | −65−0.4% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 16,701 | $3.77M | 1.37% | −1,925−10.3% | Reduced |
| Coldstream Capital Management Inc | 16,816 | $3.80M | 0.13% | −50−0.3% | Reduced |
| Hedeker Wealth, LLC | 16,972 | $3.83M | 1.36% | −86−0.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 17,000 | $3.84M | 0.05% | +17,000 | New |
| Allianz Asset Management GmbH | 17,080 | $3.86M | 0.01% | +379+2.3% | Added |
| Valeo Financial Advisors, LLC | 31,825 | $3.87M | 0.19% | +1,355+4.4% | Added |
| Citizens Business Bank | 17,181 | $3.88M | 0.89% | −927−5.1% | Reduced |
| Aviance Capital Partners, LLC | 17,237 | $3.89M | 0.87% | −237−1.4% | Reduced |
| River Wealth Advisors LLC | 17,249 | $3.90M | 0.71% | +361+2.1% | Added |
| Private Asset Management Inc | 17,258 | $3.90M | 0.64% | −225−1.3% | Reduced |
| First Manhattan Co | 17,343 | $3.92M | 0.02% | +160+0.9% | Added |
| Public Sector Pension Investment Board | 17,810 | $4.02M | 0.03% | −2,400−11.9% | Reduced |
| Cetera Advisor Networks LLC | 17,822 | $4.03M | 0.03% | −720−3.9% | Reduced |
| Parallel Advisors, LLC | 18,159 | $4.10M | 0.14% | +14,592+409.1% | Added |
| Sandy Spring Bank | 18,211 | $4.11M | 0.23% | −1,277−6.6% | Reduced |
| Atria Investments LLC | 18,215 | $4.11M | 0.08% | +2,205+13.8% | Added |
| Joho Capital LLC | 18,215 | $4.11M | 1.06% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 18,224 | $4.12M | 1.43% | +212+1.2% | Added |
| Kavar Capital Partners Group, LLC | 18,279 | $4.13M | 0.89% | +1,719+10.4% | Added |
| Assenagon Asset Management S.A. | 18,435 | $4.16M | 0.02% | −60,612−76.7% | Reduced |
| Bailard, Inc. | 18,447 | $4.17M | 0.15% | −74−0.4% | Reduced |
| Teacher Retirement System of Texas | 18,462 | $4.17M | 0.03% | −11,568−38.5% | Reduced |
| Addison Capital Co | 18,629 | $4.21M | 3.17% | −4,207−18.4% | Reduced |
| Picton Mahoney Asset Management | 18,670 | $4.22M | 0.21% | +1,095+6.2% | Added |
| HBW Advisory Services LLC | 18,641 | $4.22M | 1.05% | −976−5.0% | Reduced |
| Beacon Pointe Advisors, LLC | 18,806 | $4.25M | 0.07% | +2,185+13.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 18,395 | $4.26M | 1.07% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 18,927 | $4.28M | 0.04% | +13+0.1% | Added |
| Hantz Financial Services, Inc. | 18,978 | $4.29M | 0.12% | +230+1.2% | Added |
| Financial Counselors Inc | 19,004 | $4.29M | 0.09% | −888−4.5% | Reduced |
| Czech National Bank | 19,127 | $4.32M | 0.11% | +126+0.7% | Added |
| Camden National Bank | 19,151 | $4.33M | 0.88% | +136+0.7% | Added |
| Alpha Omega Wealth Management LLC | 19,163 | $4.33M | 0.75% | −73−0.4% | Reduced |
| RNC Capital Management LLC | 19,193 | $4.34M | 0.24% | −1,653−7.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,368 | $4.38M | 0.18% | +17,904+1,223.0% | Added |
| Kestra Advisory Services, LLC | 19,384 | $4.38M | 0.05% | −3,407−14.9% | Reduced |
| Trust Co of Vermont | 19,435 | $4.39M | 0.31% | +815+4.4% | Added |
| Ethic Inc. | 19,519 | $4.41M | 0.18% | +6,107+45.5% | Added |
| Brookstone Capital Management | 19,281 | $4.43M | 0.09% | +486+2.6% | Added |
| Assetmark, Inc | 19,755 | $4.46M | 0.02% | +2,560+14.9% | Added |
| Strategic Wealth Partners, Ltd. | 19,816 | $4.48M | 0.69% | +4,175+26.7% | Added |
| Nordea Investment Management AB | 19,922 | $4.48M | 0.01% | −31,085−60.9% | Reduced |
| FORA Capital, LLC | 19,929 | $4.50M | 0.45% | +8,897+80.6% | Added |
| Snowden Capital Advisors LLC | 20,009 | $4.52M | 0.18% | +692+3.6% | Added |
| Bogart Wealth, LLC | 20,178 | $4.56M | 0.30% | +262+1.3% | Added |
| Element Capital Management LLC | 20,398 | $4.61M | 0.35% | +20,398 | New |
| AQR Capital Management LLC | 20,557 | $4.63M | 0.01% | −19,347−48.5% | Reduced |
| Stonnington Group, LLC | 20,459 | $4.63M | 1.20% | −1,628−7.4% | Reduced |
| Parkside Investments, LLC | 20,615 | $4.66M | 0.88% | +3,340+19.3% | Added |
| Cetera Investment Advisers | 20,722 | $4.68M | 0.04% | −611−2.9% | Reduced |
| Jane Street Group, LLC | 21,343 | $4.82M | 0.01% | −119,839−84.9% | Reduced |
| Townsend Asset Management Corp | 21,563 | $4.87M | 2.52% | −191−0.9% | Reduced |
| Oak Ridge Investments LLC | 21,577 | $4.87M | 0.66% | −80.0% | Reduced |
| Cullinan Associates Inc | 21,642 | $4.89M | 0.29% | −830−3.7% | Reduced |
| Wisconsin Capital Management LLC | 21,666 | $4.89M | 3.34% | +200+0.9% | Added |
| WealthPlan Investment Management, LLC | 22,000 | $4.97M | 0.86% | −15,259−41.0% | Reduced |
| Liberty Capital Management, Inc. | 22,092 | $4.99M | 1.64% | +809+3.8% | Added |
| State of Alaska, Department of Revenue | 22,340 | $5.05M | 0.06% | −383−1.7% | Reduced |
| Investment House LLC | 22,469 | $5.08M | 0.42% | +1,942+9.5% | Added |
| Yousif Capital Management, LLC | 22,610 | $5.11M | 0.07% | −2,872−11.3% | Reduced |
| Tower Bridge Advisors | 22,624 | $5.11M | 0.42% | −543−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,058 | $5.21M | 0.03% | −1,261−5.2% | Reduced |