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 |
|---|---|---|---|---|---|
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −66,604−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −53,733−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −33,300−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −30,321−100.0% | Sold out |
| Sabadell Asset Management, S.A S.G.I.I.C | 0 | $0 | 0.00% | −28,790−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −24,405−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −21,895−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −20,911−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −19,344−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −16,428−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −14,636−100.0% | Sold out |
| Aperture Investors, LLC | 0 | $0 | 0.00% | −11,925−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −11,664−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,191−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −7,831−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −7,284−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −7,076−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −6,161−100.0% | Sold out |
| U S Global Investors Inc | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Terra Nova Asset Management LLC | 0 | $0 | 0.00% | −5,727−100.0% | Sold out |
| Dudley Capital Management, LLC | 0 | $0 | 0.00% | −5,654−100.0% | Sold out |
| Altman Advisors, Inc. | 0 | $0 | 0.00% | −5,838−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −5,538−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −5,285−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −5,214−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −4,987−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,964−100.0% | Sold out |
| Haverford Financial Services, Inc. | 0 | $0 | 0.00% | −4,770−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −4,729−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,561−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −4,108−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −3,975−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −4,321−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −3,527−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −3,487−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Knightsbridge Asset Management, LLC | 0 | $0 | 0.00% | −3,244−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −3,183−100.0% | Sold out |
| Peterson Financial Group, Inc. | 0 | $0 | 0.00% | −3,138−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −3,117−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −2,638−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −2,362−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −2,291−100.0% | Sold out |
| Lokken Investment Group LLC | 0 | $0 | 0.00% | −2,237−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,233−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −2,090−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,992−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −1,951−100.0% | Sold out |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −1,851−100.0% | Sold out |
| X-Square Capital, LLC | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −1,678−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,611−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −1,536−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,480−100.0% | Sold out |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| CCG Wealth Management, LLC | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,938−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −1,014−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,012−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Callahan Advisors, LLC | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| 3D/L Capital Management, LLC | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Collective Family Office LLC | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −903−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Greenfield Savings Bank | 0 | $0 | 0.00% | −877−100.0% | Sold out |
| HNP Capital LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Wealth Architects, LLC | 0 | $0 | 0.00% | −866−100.0% | Sold out |
| Columbia Trust Co 01012016 | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −751−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −751−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −341−100.0% | Sold out |