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 |
|---|---|---|---|---|---|
| Cullinan Associates Inc | 21,642 | $4.89M | 0.29% | −830−3.7% | Reduced |
| Oak Ridge Investments LLC | 21,577 | $4.87M | 0.66% | −80.0% | Reduced |
| Townsend Asset Management Corp | 21,563 | $4.87M | 2.52% | −191−0.9% | Reduced |
| Jane Street Group, LLC | 21,343 | $4.82M | 0.01% | −119,839−84.9% | Reduced |
| Cetera Investment Advisers | 20,722 | $4.68M | 0.04% | −611−2.9% | Reduced |
| Parkside Investments, LLC | 20,615 | $4.66M | 0.88% | +3,340+19.3% | Added |
| Stonnington Group, LLC | 20,459 | $4.63M | 1.20% | −1,628−7.4% | Reduced |
| AQR Capital Management LLC | 20,557 | $4.63M | 0.01% | −19,347−48.5% | Reduced |
| Element Capital Management LLC | 20,398 | $4.61M | 0.35% | +20,398 | New |
| Bogart Wealth, LLC | 20,178 | $4.56M | 0.30% | +262+1.3% | Added |
| Snowden Capital Advisors LLC | 20,009 | $4.52M | 0.18% | +692+3.6% | Added |
| FORA Capital, LLC | 19,929 | $4.50M | 0.45% | +8,897+80.6% | Added |
| Nordea Investment Management AB | 19,922 | $4.48M | 0.01% | −31,085−60.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 19,816 | $4.48M | 0.69% | +4,175+26.7% | Added |
| Assetmark, Inc | 19,755 | $4.46M | 0.02% | +2,560+14.9% | Added |
| Brookstone Capital Management | 19,281 | $4.43M | 0.09% | +486+2.6% | Added |
| Ethic Inc. | 19,519 | $4.41M | 0.18% | +6,107+45.5% | Added |
| Trust Co of Vermont | 19,435 | $4.39M | 0.31% | +815+4.4% | Added |
| Kestra Advisory Services, LLC | 19,384 | $4.38M | 0.05% | −3,407−14.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,368 | $4.38M | 0.18% | +17,904+1,223.0% | Added |
| RNC Capital Management LLC | 19,193 | $4.34M | 0.24% | −1,653−7.9% | Reduced |
| Alpha Omega Wealth Management LLC | 19,163 | $4.33M | 0.75% | −73−0.4% | Reduced |
| Camden National Bank | 19,151 | $4.33M | 0.88% | +136+0.7% | Added |
| Czech National Bank | 19,127 | $4.32M | 0.11% | +126+0.7% | Added |
| Financial Counselors Inc | 19,004 | $4.29M | 0.09% | −888−4.5% | Reduced |
| Hantz Financial Services, Inc. | 18,978 | $4.29M | 0.12% | +230+1.2% | Added |
| Nissay Asset Management Corp | 18,927 | $4.28M | 0.04% | +13+0.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 18,395 | $4.26M | 1.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 18,806 | $4.25M | 0.07% | +2,185+13.1% | Added |
| HBW Advisory Services LLC | 18,641 | $4.22M | 1.05% | −976−5.0% | Reduced |
| Picton Mahoney Asset Management | 18,670 | $4.22M | 0.21% | +1,095+6.2% | Added |
| Addison Capital Co | 18,629 | $4.21M | 3.17% | −4,207−18.4% | Reduced |
| Teacher Retirement System of Texas | 18,462 | $4.17M | 0.03% | −11,568−38.5% | Reduced |
| Bailard, Inc. | 18,447 | $4.17M | 0.15% | −74−0.4% | Reduced |
| Assenagon Asset Management S.A. | 18,435 | $4.16M | 0.02% | −60,612−76.7% | Reduced |
| Kavar Capital Partners Group, LLC | 18,279 | $4.13M | 0.89% | +1,719+10.4% | Added |
| Peddock Capital Advisors, LLC | 18,224 | $4.12M | 1.43% | +212+1.2% | Added |
| Joho Capital LLC | 18,215 | $4.11M | 1.06% | 00.0% | Unchanged |
| Atria Investments LLC | 18,215 | $4.11M | 0.08% | +2,205+13.8% | Added |
| Sandy Spring Bank | 18,211 | $4.11M | 0.23% | −1,277−6.6% | Reduced |
| Parallel Advisors, LLC | 18,159 | $4.10M | 0.14% | +14,592+409.1% | Added |
| Cetera Advisor Networks LLC | 17,822 | $4.03M | 0.03% | −720−3.9% | Reduced |
| Public Sector Pension Investment Board | 17,810 | $4.02M | 0.03% | −2,400−11.9% | Reduced |
| First Manhattan Co | 17,343 | $3.92M | 0.02% | +160+0.9% | Added |
| Private Asset Management Inc | 17,258 | $3.90M | 0.64% | −225−1.3% | Reduced |
| River Wealth Advisors LLC | 17,249 | $3.90M | 0.71% | +361+2.1% | Added |
| Aviance Capital Partners, LLC | 17,237 | $3.89M | 0.87% | −237−1.4% | Reduced |
| Citizens Business Bank | 17,181 | $3.88M | 0.89% | −927−5.1% | Reduced |
| Valeo Financial Advisors, LLC | 31,825 | $3.87M | 0.19% | +1,355+4.4% | Added |
| Allianz Asset Management GmbH | 17,080 | $3.86M | 0.01% | +379+2.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 17,000 | $3.84M | 0.05% | +17,000 | New |
| Hedeker Wealth, LLC | 16,972 | $3.83M | 1.36% | −86−0.5% | Reduced |
| Coldstream Capital Management Inc | 16,816 | $3.80M | 0.13% | −50−0.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 16,701 | $3.77M | 1.37% | −1,925−10.3% | Reduced |
| Oak Asset Management, LLC | 16,562 | $3.74M | 1.61% | −65−0.4% | Reduced |
| Private Advisor Group, LLC | 16,313 | $3.68M | 0.04% | −2,120−11.5% | Reduced |
| Patton Albertson Miller Group, LLC | 16,095 | $3.64M | 0.67% | +995+6.6% | Added |
| Toth Financial Advisory Corp | 16,094 | $3.64M | 0.57% | −1,091−6.3% | Reduced |
| Warren Averett Asset Management, LLC | 16,057 | $3.63M | 0.19% | +16,057 | New |
| Valley National Advisers Inc | 16,014 | $3.59M | 0.63% | −224−1.4% | Reduced |
| DuPont Capital Management Corp | 15,891 | $3.59M | 0.17% | +6,129+62.8% | Added |
| ICICI Prudential Asset Management Co Ltd | 15,863 | $3.57M | 0.53% | +6,553+70.4% | Added |
| AE Wealth Management LLC | 15,676 | $3.54M | 0.02% | −4,140−20.9% | Reduced |
| Captrust Financial Advisors | 15,533 | $3.51M | 0.02% | −108−0.7% | Reduced |
| MML Investors Services, LLC | 15,445 | $3.49M | 0.02% | −922−5.6% | Reduced |
| Hohimer Wealth Management, LLC | 15,426 | $3.48M | 1.01% | +1,322+9.4% | Added |
| Geo Capital Gestora de Recursos Ltd | 15,322 | $3.46M | 2.57% | +11,492+300.1% | Added |
| Burney Co | 15,218 | $3.44M | 0.17% | −70.0% | Reduced |
| Varma Mutual Pension Insurance Co | 15,000 | $3.39M | 0.04% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 14,780 | $3.34M | 0.03% | +640+4.5% | Added |
| Legacy CG, LLC | 14,718 | $3.32M | 1.68% | +837+6.0% | Added |
| South State Corp. | 14,688 | $3.32M | 0.31% | +4,469+43.7% | Added |
| Sand Hill Global Advisors, LLC | 14,595 | $3.30M | 0.18% | +91+0.6% | Added |
| Commerce Bank | 14,545 | $3.29M | 0.03% | +571+4.1% | Added |
| WealthPLAN Partners, LLC | 14,539 | $3.28M | 0.37% | −22,365−60.6% | Reduced |
| Hoylecohen, LLC | 14,440 | $3.26M | 0.30% | −153−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,334 | $3.24M | 0.05% | +242+1.7% | Added |
| Fulton Bank, N.A. | 14,317 | $3.23M | 0.17% | −1,566−9.9% | Reduced |
| Armstrong Shaw Associates Inc | 14,090 | $3.18M | 3.12% | −375−2.6% | Reduced |
| AXA S.A. | 13,891 | $3.14M | 0.01% | −4,809−25.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,883 | $3.14M | 0.06% | +1,437+11.5% | Added |
| Hartford Investment Management Co | 13,843 | $3.13M | 0.11% | +1,931+16.2% | Added |
| Westpac Banking Corp | 13,776 | $3.11M | 0.04% | −4,096−22.9% | Reduced |
| Securian Asset Management, Inc | 13,657 | $3.08M | 0.08% | +100+0.7% | Added |
| Cypress Asset Management Inc | 13,587 | $3.07M | 1.06% | +230+1.7% | Added |
| Narwhal Capital Management | 13,341 | $3.01M | 0.38% | −660−4.7% | Reduced |
| HBK Sorce Advisory LLC | 13,338 | $3.01M | 0.14% | −12,540−48.5% | Reduced |
| Gotham Asset Management, LLC | 13,334 | $3.01M | 0.07% | −4,945−27.1% | Reduced |
| Elo Mutual Pension Insurance Co | 13,254 | $2.99M | 0.09% | +919+7.5% | Added |
| Univest Financial Corp | 13,248 | $2.99M | 0.93% | +963+7.8% | Added |
| Federation des caisses Desjardins du Quebec | 13,146 | $2.97M | 0.03% | +8,779+201.0% | Added |
| Herbst Group, LLC | 12,996 | $2.94M | 2.07% | −96−0.7% | Reduced |
| Daiwa Securities Group Inc. | 12,990 | $2.93M | 0.02% | +1,255+10.7% | Added |
| TownSquare Capital, LLC | 12,974 | $2.93M | 0.06% | −25−0.2% | Reduced |
| Linscomb & Williams, Inc. | 12,958 | $2.93M | 0.15% | −780−5.7% | Reduced |
| South Dakota Investment Council | 12,891 | $2.91M | 0.06% | +1,300+11.2% | Added |
| Kentucky Retirement Systems | 12,837 | $2.90M | 0.11% | +208+1.6% | Added |
| Integrated Wealth Concepts LLC | 12,635 | $2.85M | 0.06% | +5,548+78.3% | Added |
| Oregon Public Employees Retirement Fund | 12,521 | $2.83M | 0.04% | 00.0% | Unchanged |
| City Holding Co | 12,427 | $2.81M | 0.50% | +215+1.8% | Added |