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 |
|---|---|---|---|---|---|
| Cox Capital Mgt LLC | 12,271 | $2.77M | 2.00% | +10+0.1% | Added |
| Intellectus Partners, LLC | 12,226 | $2.76M | 0.87% | −1,210−9.0% | Reduced |
| Meridian Management Co | 12,166 | $2.75M | 0.90% | −640−5.0% | Reduced |
| Kestra Private Wealth Services, LLC | 12,161 | $2.75M | 0.11% | +574+5.0% | Added |
| Capital International Sarl | 12,027 | $2.72M | 0.14% | +12,027 | New |
| Banque Pictet & Cie SA | 11,997 | $2.71M | 0.03% | −11,949−49.9% | Reduced |
| Maryland State Retirement & Pension System | 11,987 | $2.71M | 0.06% | +219+1.9% | Added |
| Pacer Advisors, Inc. | 11,915 | $2.69M | 0.01% | −35,049−74.6% | Reduced |
| Private Trust Co NA | 11,676 | $2.64M | 0.36% | +189+1.6% | Added |
| Storebrand Asset Management AS | 11,665 | $2.64M | 0.01% | −403−3.3% | Reduced |
| Norinchukin Bank, The | 11,579 | $2.62M | 0.05% | +316+2.8% | Added |
| Coastline Trust Co | 11,578 | $2.62M | 0.39% | −262−2.2% | Reduced |
| Verition Fund Management LLC | 11,536 | $2.61M | 0.04% | +365+3.3% | Added |
| Intech Investment Management LLC | 11,529 | $2.60M | 0.02% | −7,132−38.2% | Reduced |
| Palisade Capital Management LLC | 11,460 | $2.59M | 0.07% | 00.0% | Unchanged |
| Beck Capital Management, LLC | 11,457 | $2.59M | 1.10% | −3,183−21.7% | Reduced |
| PGGM Investments | 11,328 | $2.56M | 0.04% | −23,665−67.6% | Reduced |
| Vista Investment Management | 11,213 | $2.53M | 1.34% | +425+3.9% | Added |
| Natixis | 11,163 | $2.52M | 0.02% | −8,523−43.3% | Reduced |
| TBH Global Asset Management, LLC | 11,069 | $2.50M | 0.53% | +6,047+120.4% | Added |
| Ar Asset Management Inc | 10,875 | $2.46M | 0.66% | 00.0% | Unchanged |
| Robbins Farley LLC | 10,621 | $2.40M | 1.76% | +132+1.3% | Added |
| Stratos Wealth Partners, LTD. | 10,616 | $2.40M | 0.06% | +322+3.1% | Added |
| Level Four Advisory Services, LLC | 10,611 | $2.40M | 0.16% | +271+2.6% | Added |
| Robeco Institutional Asset Management B.V. | 10,603 | $2.40M | 0.01% | −4,037−27.6% | Reduced |
| Louisiana State Employees Retirement System | 10,600 | $2.39M | 0.06% | +100+1.0% | Added |
| Carnegie Capital Asset Management, LLC | 10,471 | $2.37M | 0.09% | +332+3.3% | Added |
| Northcape Wealth Management, LLC | 10,438 | $2.36M | 0.85% | +1,953+23.0% | Added |
| Vestcor Inc | 10,362 | $2.34M | 0.09% | +2,821+37.4% | Added |
| Mercer Global Advisors Inc | 10,351 | $2.34M | 0.01% | +323+3.2% | Added |
| Shelter Mutual Insurance Co | 10,300 | $2.33M | 0.65% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,275 | $2.32M | 0.06% | −1,046−9.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 10,243 | $2.31M | 1.65% | +10,243 | New |
| Mark Sheptoff Financial Planning, LLC | 10,215 | $2.31M | 1.34% | −125−1.2% | Reduced |
| Candriam Luxembourg S.C.A. | 10,985 | $2.28M | 0.02% | +1,010+10.1% | Added |
| EULAV Asset Management | 10,000 | $2.26M | 0.09% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 9,840 | $2.22M | 0.20% | −865−8.1% | Reduced |
| Dynamic Advisor Solutions LLC | 9,830 | $2.22M | 0.13% | +1,329+15.6% | Added |
| Rafferty Asset Management, LLC | 9,819 | $2.22M | 0.02% | +711+7.8% | Added |
| Baldwin Investment Management, LLC | 9,800 | $2.21M | 0.39% | +15+0.2% | Added |
| Richard Bernstein Advisors LLC | 9,687 | $2.19M | 0.05% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 9,686 | $2.19M | 0.31% | +380+4.1% | Added |
| Leeward Financial Partners, LLC | 9,685 | $2.19M | 1.34% | +663+7.3% | Added |
| Xcel Wealth Management, LLC | 9,659 | $2.18M | 0.77% | 00.0% | Unchanged |
| WD Rutherford LLC | 9,520 | $2.15M | 1.51% | +235+2.5% | Added |
| Montag A & Associates Inc | 9,507 | $2.15M | 0.14% | −727−7.1% | Reduced |
| Occidental Asset Management, LLC | 9,502 | $2.15M | 0.54% | +363+4.0% | Added |
| Parallax Volatility Advisers, L.P. | 9,493 | $2.14M | 0.08% | +5,828+159.0% | Added |
| Cobblestone Capital Advisors LLC | 9,491 | $2.14M | 0.16% | +20.0% | Added |
| Wunderlich Capital Managemnt | 9,434 | $2.13M | 1.11% | +56+0.6% | Added |
| Bangor Savings Bank | 9,153 | $2.07M | 0.24% | +28+0.3% | Added |
| BKD Wealth Advisors, LLC | 9,115 | $2.06M | 0.07% | +993+12.2% | Added |
| Coastal Investment Advisors, Inc. | 9,021 | $2.04M | 0.50% | −376−4.0% | Reduced |
| Panagora Asset Management Inc | 8,980 | $2.03M | 0.01% | −3,806−29.8% | Reduced |
| Inceptionr LLC | 8,971 | $2.03M | 0.65% | +8,971 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 8,857 | $2.00M | 0.01% | +3,421+62.9% | Added |
| Capital Analysts, LLC | 8,844 | $2.00M | 0.11% | −124−1.4% | Reduced |
| GWM Advisors LLC | 8,842 | $2.00M | 0.02% | +1,536+21.0% | Added |
| Northstar Asset Management LLC | 8,818 | $1.99M | 0.59% | −330−3.6% | Reduced |
| Illinois Municipal Retirement Fund | 8,749 | $1.98M | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,737 | $1.97M | 0.08% | −25,530−74.5% | Reduced |
| National Asset Management, Inc. | 8,595 | $1.94M | 0.05% | −462−5.1% | Reduced |
| Lazard Asset Management LLC | 8,421 | $1.90M | 0.00% | −1,710−16.9% | Reduced |
| Fernwood Investment Management, LLC | 8,378 | $1.89M | 0.73% | 00.0% | Unchanged |
| HCR Wealth Advisors | 8,295 | $1.87M | 0.37% | +5+0.1% | Added |
| Synovus Financial Corp | 8,267 | $1.87M | 0.02% | −6,473−43.9% | Reduced |
| XTX Topco Ltd | 8,220 | $1.86M | 0.39% | +8,220 | New |
| CIBC World Markets Corp | 8,210 | $1.85M | 0.03% | −16,874−67.3% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 8,189 | $1.85M | 2.08% | −155−1.9% | Reduced |
| Essex Investment Management Co LLC | 8,104 | $1.83M | 0.27% | −1,313−13.9% | Reduced |
| Hudson Canyon Capital Management | 8,052 | $1.82M | 1.52% | +543+7.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,029 | $1.81M | 0.03% | −1,680−17.3% | Reduced |
| TD Private Client Wealth LLC | 8,012 | $1.81M | 0.08% | −96−1.2% | Reduced |
| Triangle Securities Wealth Management | 8,003 | $1.81M | 0.65% | −21−0.3% | Reduced |
| IFP Advisors, Inc | 8,115 | $1.81M | 0.09% | −2,239−21.6% | Reduced |
| Thrivent Financial for Lutherans | 8,002 | $1.81M | 0.00% | −14,001−63.6% | Reduced |
| CM Wealth Advisors LLC | 7,974 | $1.80M | 0.35% | +7,974 | New |
| HM Payson & Co | 7,943 | $1.79M | 0.04% | −168−2.1% | Reduced |
| Silvercrest Asset Management Group LLC | 7,897 | $1.78M | 0.01% | −170−2.1% | Reduced |
| Archon Partners LLC | 7,825 | $1.77M | 0.29% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,816 | $1.77M | 0.15% | +7,816 | New |
| Webster Bank, N. A. | 7,752 | $1.75M | 0.23% | +19+0.2% | Added |
| Moody National Bank Trust Division | 7,699 | $1.74M | 0.15% | −8−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 7,699 | $1.74M | 0.03% | +378+5.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,673 | $1.73M | 0.05% | +3,659+91.2% | Added |
| Ziegler Capital Management, LLC | 7,643 | $1.73M | 0.07% | −416−5.2% | Reduced |
| Redwood Investments, LLC | 7,638 | $1.73M | 0.22% | −15,562−67.1% | Reduced |
| Citizens National Bank Trust Department | 7,610 | $1.72M | 0.48% | −110−1.4% | Reduced |
| Condor Capital Management | 7,604 | $1.72M | 0.22% | +94+1.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.71M | 0.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,521 | $1.70M | 0.09% | −200−2.6% | Reduced |
| Gs Investments, Inc. | 7,485 | $1.69M | 0.98% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 7,437 | $1.68M | 0.05% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,383 | $1.67M | 0.84% | −50−0.7% | Reduced |
| PFS Investments Inc. | 7,410 | $1.67M | 0.03% | −21,524−74.4% | Reduced |
| We Are One Seven, LLC | 7,315 | $1.65M | 0.10% | −584−7.4% | Reduced |
| Metropolitan Life Insurance Co | 7,262 | $1.64M | 0.08% | −1,913−20.9% | Reduced |
| Zevenbergen Capital Investments LLC | 7,200 | $1.63M | 0.04% | +25+0.3% | Added |
| Kingsview Wealth Management, LLC | 7,180 | $1.62M | 0.07% | −937−11.5% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 7,155 | $1.62M | 0.04% | +7,155 | New |