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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 637 | $143.0K | 0.00% | −31,165−98.0% | Reduced |
| Wellington Shields & Co., LLC | 621 | $140.3K | 0.03% | +521+521.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 606 | $137.0K | 0.09% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 597 | $134.9K | 0.02% | +127+27.0% | Added |
| Baldwin Brothers Inc | 595 | $134.4K | 0.01% | −140−19.0% | Reduced |
| AdvisorNet Financial, Inc | 593 | $134.0K | 0.01% | +11+1.9% | Added |
| Tradition Wealth Management, LLC | 559 | $126.0K | 0.02% | +49+9.6% | Added |
| Cutler Group LP | 555 | $125.0K | 0.02% | −2,802−83.5% | Reduced |
| Ronald Blue Trust, Inc. | 524 | $122.0K | 0.00% | −1,007−65.8% | Reduced |
| Colonial Trust Co | 521 | $117.7K | 0.03% | −220−29.7% | Reduced |
| Alta Advisers Ltd | 500 | $112.9K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $112.9K | 0.07% | 00.0% | Unchanged |
| American National Bank | 497 | $112.3K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 492 | $111.1K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 480 | $108.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 475 | $107.3K | 0.03% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 463 | $104.4K | 0.08% | −5−1.1% | Reduced |
| First Pacific Advisors, LP | 451 | $101.9K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 449 | $101.4K | 0.02% | +449 | New |
| Eagle Bay Advisors LLC | 448 | $101.2K | 0.06% | −45−9.1% | Reduced |
| City State Bank | 439 | $99.0K | 0.06% | −100−18.6% | Reduced |
| United Community Bank | 438 | $98.9K | 0.09% | −100−18.6% | Reduced |
| Key Financial Inc | 425 | $96.0K | 0.03% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 425 | $96.0K | 0.06% | +425 | New |
| Duncker Streett & Co Inc | 410 | $92.6K | 0.02% | −100−19.6% | Reduced |
| Washington Trust Co | 405 | $91.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 404 | $91.3K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 405 | $91.0K | 0.03% | +240+145.5% | Added |
| Optimum Investment Advisors | 400 | $90.4K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $90.4K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 390 | $87.6K | 0.01% | +390 | New |
| M&R Capital Management Inc | 382 | $86.3K | 0.02% | −280−42.3% | Reduced |
| Farther Finance Advisors, LLC | 350 | $79.1K | 0.02% | +152+76.8% | Added |
| Glassman Wealth Services | 333 | $75.2K | 0.01% | −98−22.7% | Reduced |
| Old Second National Bank of Aurora | 332 | $75.0K | 0.02% | −200−37.6% | Reduced |
| General Partner, Inc. | 332 | $75.0K | 0.07% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 318 | $72.0K | 0.09% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 301 | $68.1K | 0.05% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 300 | $68.0K | 0.03% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 300 | $67.8K | 0.01% | +97+47.8% | Added |
| Clean Yield Group | 300 | $67.8K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 280 | $63.2K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 274 | $61.9K | 0.05% | −117−29.9% | Reduced |
| Trifecta Capital Advisors, LLC | 258 | $58.3K | 0.02% | +250+3,125.0% | Added |
| Concord Wealth Partners | 257 | $58.1K | 0.02% | −20−7.2% | Reduced |
| Farmers & Merchants Investments Inc | 255 | $57.6K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 250 | $56.5K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 250 | $56.5K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 250 | $56.5K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 250 | $56.5K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 245 | $55.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 245 | $55.0K | 0.01% | −84−25.5% | Reduced |
| Cambridge Trust Co | 232 | $52.4K | 0.00% | −37−13.8% | Reduced |
| Parkside Financial Bank & Trust | 228 | $51.5K | 0.01% | −20−8.1% | Reduced |
| Park Place Capital Corp | 226 | $51.1K | 0.01% | −49−17.8% | Reduced |
| Paladin Advisory Group, LLC | 223 | $50.4K | 0.04% | +223 | New |
| Fairfield Financial Advisors, LTD | 217 | $48.7K | 0.02% | +1+0.5% | Added |
| Johnson Financial Group, Inc. | 212 | $47.9K | 0.00% | +160+307.7% | Added |
| Glen Eagle Advisors, LLC | 207 | $46.8K | 0.01% | +13+6.7% | Added |
| BOK Financial Private Wealth, Inc. | 197 | $44.5K | 0.00% | −84−29.9% | Reduced |
| Quent Capital, LLC | 194 | $43.8K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 192 | $43.4K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 180 | $40.7K | 0.00% | +180 | New |
| Lindbrook Capital, LLC | 175 | $39.5K | 0.00% | −37−17.5% | Reduced |
| Jones Financial Companies LLLP | 174 | $39.3K | 0.00% | +79+83.2% | Added |
| Northwest Investment Counselors, LLC | 170 | $38.4K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 170 | $38.4K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 167 | $37.7K | 0.01% | +15+9.9% | Added |
| Truvestments Capital LLC | 164 | $37.1K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 162 | $37.0K | 0.00% | −70−30.2% | Reduced |
| Ridgewood Investments LLC | 164 | $37.0K | 0.02% | +164 | New |
| Capula Management Ltd | 158 | $35.7K | 0.00% | −6,488−97.6% | Reduced |
| Oakworth Capital, Inc. | 155 | $35.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 150 | $33.9K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $33.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 147 | $33.2K | 0.01% | −2−1.3% | Reduced |
| Tacita Capital Inc | 145 | $33.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 139 | $31.4K | 0.00% | −100−41.8% | Reduced |
| Baystate Wealth Management LLC | 136 | $30.8K | 0.00% | +1+0.7% | Added |
| Center for Financial Planning, Inc. | 135 | $30.5K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 134 | $30.3K | 0.00% | +9+7.2% | Added |
| Kozak & Associates, Inc. | 131 | $29.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 127 | $28.7K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 125 | $28.2K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $28.0K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 120 | $27.1K | 0.01% | +120 | New |
| Hanson & Doremus Investment Management | 121 | $27.0K | 0.01% | −2−1.6% | Reduced |
| Old North State Trust, LLC | 120 | $27.0K | 0.02% | +100+500.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 118 | $26.6K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 115 | $26.0K | 0.01% | +4+3.6% | Added |
| Zions Bancorporation, N.A. | 114 | $25.8K | 0.00% | −25−18.0% | Reduced |
| Hallmark Capital Management Inc | 113 | $25.5K | 0.00% | −39−25.7% | Reduced |
| Ogorek Anthony Joseph | 112 | $25.0K | 0.01% | +26+30.2% | Added |
| JNBA Financial Advisors | 106 | $23.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 102 | $23.1K | 0.01% | +30+41.7% | Added |
| Carolinas Wealth Consulting LLC | 102 | $23.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $22.6K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $22.6K | 0.01% | +100 | New |
| State of Wyoming | 93 | $21.0K | 0.01% | +3+3.3% | Added |