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 |
|---|---|---|---|---|---|
| Viawealth, LLC | 1,166 | $263.4K | 0.21% | +1+0.1% | Added |
| Integrated Advisors Network LLC | 1,162 | $262.4K | 0.02% | +259+28.7% | Added |
| Centurion Wealth Management LLC | 1,160 | $262.0K | 0.13% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 1,159 | $261.8K | 0.33% | −501−30.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,157 | $261.4K | 0.03% | −230−16.6% | Reduced |
| KCM Investment Advisors LLC | 1,143 | $258.1K | 0.01% | +1,143 | New |
| PFG Advisors | 1,134 | $256.1K | 0.02% | +51+4.7% | Added |
| Strategic Investment Solutions, Inc. | 1,132 | $255.8K | 0.05% | +3+0.3% | Added |
| Chicago Partners Investment Group LLC | 1,139 | $255.5K | 0.01% | +1,139 | New |
| Vident Investment Advisory, LLC | 1,123 | $253.7K | 0.01% | −1,928−63.2% | Reduced |
| Arvest Trust Co N A | 1,122 | $253.4K | 0.02% | −57−4.8% | Reduced |
| Quantinno Capital Management LP | 1,117 | $253.0K | 0.02% | −837−42.8% | Reduced |
| Calton & Associates, Inc. | 1,117 | $252.3K | 0.12% | −140−11.1% | Reduced |
| Meritas Wealth Management, LLC | 1,115 | $251.9K | 0.20% | 00.0% | Unchanged |
| NinePointTwo Capital | 1,113 | $251.0K | 0.09% | +1,113 | New |
| Monarch Capital Management Inc | 1,111 | $251.0K | 0.08% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,109 | $250.6K | 0.18% | +94+9.3% | Added |
| Socha Financial Group, LLC | 1,109 | $250.4K | 0.16% | +4+0.4% | Added |
| Cladis Investment Advisory, LLC | 1,105 | $249.6K | 0.22% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 1,104 | $249.3K | 0.20% | +167+17.8% | Added |
| PEAK6 Investments LLC | 1,101 | $248.7K | 0.02% | +1,097+27,425.0% | Added |
| Sherbrooke Park Advisers LLC | 1,100 | $248.5K | 0.38% | −1,000−47.6% | Reduced |
| Washington Capital Management Inc | 1,100 | $248.5K | 0.22% | +1,100 | New |
| Strategic Financial Concepts, LLC | 1,100 | $248.5K | 0.10% | +1,100 | New |
| Gulf International Bank (UK) Ltd | 1,094 | $247.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,092 | $246.7K | 0.10% | +32+3.0% | Added |
| LaFleur & Godfrey LLC | 1,081 | $244.2K | 0.04% | −105−8.9% | Reduced |
| Claybrook Capital, LLC | 1,069 | $241.5K | 0.13% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 1,063 | $240.1K | 0.36% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,061 | $240.0K | 0.10% | 00.0% | Unchanged |
| Goodwin Daniel L | 1,058 | $239.0K | 0.12% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,057 | $238.8K | 0.28% | −55−4.9% | Reduced |
| McLean Asset Management Corp | 1,052 | $237.6K | 0.10% | −22−2.0% | Reduced |
| Barry Investment Advisors, LLC | 1,040 | $235.1K | 0.08% | −2−0.2% | Reduced |
| Successful Portfolios LLC | 1,040 | $235.1K | 0.15% | +50+5.1% | Added |
| Claro Advisors LLC | 1,035 | $233.8K | 0.07% | −248−19.3% | Reduced |
| Castle Rock Wealth Management, LLC | 1,035 | $233.3K | 0.08% | +14+1.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,031 | $232.9K | 0.03% | +66+6.8% | Added |
| Thompson Siegel & Walmsley LLC | 1,025 | $232.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 1,027 | $232.0K | 0.01% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,019 | $230.2K | 0.18% | −35−3.3% | Reduced |
| Boston Family Office LLC | 1,009 | $228.0K | 0.02% | −119−10.5% | Reduced |
| Welch Group, LLC | 1,008 | $227.7K | 0.01% | 00.0% | Unchanged |
| Modus Advisors, LLC | 1,007 | $227.5K | 0.10% | +89+9.7% | Added |
| Waters Parkerson & Co., LLC | 1,003 | $227.0K | 0.01% | +1,003 | New |
| Rise Advisors, LLC | 1,003 | $226.7K | 0.17% | −215−17.7% | Reduced |
| German American Bancorp, Inc. | 1,001 | $226.1K | 0.03% | +1+0.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $226.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $226.0K | 0.11% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $225.9K | 0.23% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $225.9K | 0.07% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 998 | $225.4K | 0.18% | +36+3.7% | Added |
| Signaturefd, LLC | 995 | $224.8K | 0.01% | −232−18.9% | Reduced |
| Desjardins Global Asset Management Inc. | 990 | $224.0K | 0.03% | +990 | New |
| 9258 Wealth Management, LLC | 990 | $223.6K | 0.05% | −32−3.1% | Reduced |
| Phoenix Holdings Ltd. | 1,000 | $223.0K | 0.01% | +1,000 | New |
| Conning Inc. | 987 | $223.0K | 0.01% | −12−1.2% | Reduced |
| Fortis Advisors, LLC | 981 | $221.6K | 0.14% | +150+18.1% | Added |
| NorthCrest Asset Manangement, LLC | 978 | $220.9K | 0.01% | +978 | New |
| Hubbell Strickland Wealth Management, LLC | 977 | $220.7K | 0.13% | −505−34.1% | Reduced |
| Headinvest, LLC | 973 | $219.8K | 0.05% | +973 | New |
| Empower Advisory Group, LLC | 975 | $219.8K | 0.00% | +975 | New |
| Intrua Financial, LLC | 961 | $218.9K | 0.05% | −171−15.1% | Reduced |
| Shelton Wealth Management, LLC | 968 | $218.7K | 0.18% | +1+0.1% | Added |
| Tobam | 965 | $218.0K | 0.01% | +404+72.0% | Added |
| Weik Capital Management | 960 | $217.0K | 0.10% | −110−10.3% | Reduced |
| Roman Butler Fullerton & Co | 957 | $216.8K | 0.11% | −208−17.9% | Reduced |
| Accel Wealth Management | 958 | $216.4K | 0.09% | +2+0.2% | Added |
| Ellevest, Inc. | 954 | $215.5K | 0.02% | +117+14.0% | Added |
| V Wealth Advisors LLC | 943 | $213.0K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 935 | $211.2K | 0.03% | +62+7.1% | Added |
| Daymark Wealth Partners, LLC | 934 | $211.0K | 0.03% | +934 | New |
| WNY Asset Management, LLC | 931 | $210.2K | 0.05% | +1+0.1% | Added |
| Seneca Financial Advisors LLC | 930 | $210.1K | 0.14% | +3+0.3% | Added |
| Jacobsen Capital Management | 926 | $209.2K | 0.11% | −270−22.6% | Reduced |
| Baxter Bros Inc | 925 | $208.9K | 0.03% | −125−11.9% | Reduced |
| Monetary Management Group Inc | 925 | $208.9K | 0.06% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 923 | $208.5K | 0.01% | +923 | New |
| Pinnacle Wealth Planning Services, Inc. | 919 | $207.6K | 0.03% | −8−0.9% | Reduced |
| First National Bank & Trust Co of Newtown | 913 | $206.2K | 0.05% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 911 | $205.8K | 0.02% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 907 | $204.9K | 0.02% | +907 | New |
| Seed Wealth Management, Inc. | 900 | $203.3K | 0.23% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 899 | $203.1K | 0.03% | +899 | New |
| Seaport Global Advisors, LLC | 896 | $202.4K | 0.64% | 00.0% | Unchanged |
| Summit X, LLC | 891 | $201.2K | 0.05% | +891 | New |
| Gladstone Institutional Advisory LLC | 888 | $200.7K | 0.01% | +5+0.6% | Added |
| Evoke Wealth, LLC | 887 | $200.4K | 0.01% | −328−27.0% | Reduced |
| Quadrant Capital Group LLC | 804 | $181.6K | 0.02% | +5+0.6% | Added |
| Smithfield Trust Co | 786 | $181.0K | 0.01% | −64−7.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 773 | $174.6K | 0.01% | +9+1.2% | Added |
| SG Americas Securities, LLC | 761 | $172.0K | 0.00% | −639−45.6% | Reduced |
| Proequities, Inc. | 732 | $165.4K | 0.01% | +55+8.1% | Added |
| Creative Financial Designs Inc | 723 | $163.3K | 0.02% | −35−4.6% | Reduced |
| TSFG, LLC | 683 | $154.0K | 0.06% | +75+12.3% | Added |
| Rosenberg Matthew Hamilton | 655 | $148.1K | 0.05% | −19−2.8% | Reduced |
| Credit Agricole S A | 652 | $147.3K | 0.01% | +174+36.4% | Added |
| Grove Bank & Trust | 646 | $145.9K | 0.03% | 00.0% | Unchanged |
| New Hampshire Trust | 640 | $144.6K | 0.04% | −492−43.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 635 | $143.4K | 0.00% | +91+16.7% | Added |