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 |
|---|---|---|---|---|---|
| MAI Capital Management | 7,145 | $1.61M | 0.03% | +83+1.2% | Added |
| Cross Staff Investments Inc | 7,096 | $1.60M | 1.59% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 7,119 | $1.60M | 0.05% | +5,306+292.7% | Added |
| SWS Partners | 7,087 | $1.60M | 0.60% | +7,087 | New |
| Audent Global Asset Management, LLC | 7,008 | $1.58M | 2.23% | +853+13.9% | Added |
| Pflug Koory, LLC | 6,996 | $1.58M | 0.86% | −25−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 6,953 | $1.57M | 0.16% | −4,817−40.9% | Reduced |
| BDO Wealth Advisors, LLC | 6,905 | $1.56M | 0.19% | −153−2.2% | Reduced |
| Wambolt & Associates, LLC | 6,900 | $1.56M | 0.55% | −80−1.1% | Reduced |
| Belpointe Asset Management LLC | 6,798 | $1.54M | 0.08% | −2,620−27.8% | Reduced |
| Jefferies Financial Group Inc. | 6,750 | $1.52M | 0.03% | +4,555+207.5% | Added |
| Williams Jones Wealth Management, LLC. | 6,743 | $1.52M | 0.02% | −8−0.1% | Reduced |
| JustInvest LLC | 6,701 | $1.51M | 0.05% | +21+0.3% | Added |
| Umb Bank N A | 6,666 | $1.51M | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 6,608 | $1.49M | 0.02% | −2,240−25.3% | Reduced |
| Keybank National Association | 6,565 | $1.48M | 0.01% | +2,982+83.2% | Added |
| Oppenheimer & Co Inc | 6,536 | $1.48M | 0.03% | +135+2.1% | Added |
| Pathstone Family Office, LLC | 6,440 | $1.46M | 0.02% | −3,175−33.0% | Reduced |
| Marco Investment Management LLC | 6,426 | $1.45M | 0.16% | −545−7.8% | Reduced |
| Garner Asset Management Corp | 6,362 | $1.44M | 0.68% | +47+0.7% | Added |
| Sigma Planning Corp | 6,273 | $1.42M | 0.05% | −593−8.6% | Reduced |
| Cim Investment Mangement Inc | 6,112 | $1.38M | 0.51% | +3,955+183.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,063 | $1.37M | 0.02% | +1,321+27.9% | Added |
| Miller Investment Management, LP | 6,000 | $1.36M | 0.22% | 00.0% | Unchanged |
| Guardian Capital LP | 5,975 | $1.35M | 0.04% | +520+9.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,909 | $1.33M | 0.57% | −6−0.1% | Reduced |
| Bryn Mawr Trust Co | 5,900 | $1.33M | 0.06% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 5,892 | $1.33M | 0.37% | −79−1.3% | Reduced |
| Toroso Investments, LLC | 5,841 | $1.32M | 0.04% | +419+7.7% | Added |
| Campbell & CO Investment Adviser LLC | 5,803 | $1.31M | 0.24% | +5,803 | New |
| Weiss Asset Management LP | 5,800 | $1.31M | 0.10% | +5,800 | New |
| Aviva PLC | 5,785 | $1.31M | 0.01% | −14,781−71.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,777 | $1.30M | 0.11% | +20+0.3% | Added |
| McDonald Partners LLC | 5,757 | $1.30M | 0.42% | −164−2.8% | Reduced |
| Paragon Advisors, LLC | 5,702 | $1.29M | 0.43% | +5,702 | New |
| Citadel Advisors LLC | 5,700 | $1.29M | 0.00% | +5,673+21,011.1% | Added |
| Burns J W & Co Inc | 5,676 | $1.28M | 0.22% | −82−1.4% | Reduced |
| First Hawaiian Bank | 5,675 | $1.28M | 0.04% | −73−1.3% | Reduced |
| Quantitative Investment Management, LLC | 5,667 | $1.28M | 0.27% | +5,667 | New |
| Aberdeen Wealth Management LLC | 5,655 | $1.28M | 0.95% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 5,581 | $1.26M | 0.07% | −109−1.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 5,558 | $1.26M | 0.29% | +129+2.4% | Added |
| Evergreen Wealth Solutions, LLC | 5,555 | $1.25M | 1.45% | +173+3.2% | Added |
| Comerica Securities,inc. | 5,543 | $1.25M | 0.09% | +269+5.1% | Added |
| Great Valley Advisor Group, Inc. | 5,521 | $1.25M | 0.06% | +836+17.8% | Added |
| Marshall Wace, LLP | 5,512 | $1.25M | 0.00% | −28,195−83.6% | Reduced |
| Lipe & Dalton | 5,506 | $1.24M | 0.71% | −200−3.5% | Reduced |
| APG Asset Management N.V. | 5,964 | $1.24M | 0.00% | −9,861−62.3% | Reduced |
| Trust Investment Advisors | 5,470 | $1.24M | 1.11% | +18+0.3% | Added |
| Crossmark Global Holdings, Inc. | 5,416 | $1.22M | 0.03% | −385−6.6% | Reduced |
| Raymond James Trust N.A. | 5,405 | $1.22M | 0.04% | −304−5.3% | Reduced |
| Kennedy Investment Group | 5,364 | $1.21M | 0.74% | −125−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,346 | $1.21M | 0.04% | −2,711−33.6% | Reduced |
| Barden Capital Management, Inc. | 5,347 | $1.21M | 1.15% | −118−2.2% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $1.20M | 1.08% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 5,296 | $1.20M | 0.27% | +1,180+28.7% | Added |
| Lowe Brockenbrough & Co Inc | 5,288 | $1.19M | 0.10% | +1,010+23.6% | Added |
| Caldwell Trust Co | 5,264 | $1.19M | 0.16% | +25+0.5% | Added |
| Jacobi Capital Management LLC | 5,256 | $1.19M | 0.14% | −214−3.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 5,236 | $1.18M | 0.68% | −65−1.2% | Reduced |
| Fairbanks Capital Management, Inc. | 5,225 | $1.18M | 0.94% | +275+5.6% | Added |
| Arrow Financial Corp | 5,182 | $1.17M | 0.15% | −117−2.2% | Reduced |
| Brown Advisory Inc | 5,171 | $1.17M | 0.00% | −120−2.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,131 | $1.16M | 0.05% | −102−1.9% | Reduced |
| Metis Global Partners, LLC | 5,123 | $1.16M | 0.07% | +432+9.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,103 | $1.15M | 0.03% | +16+0.3% | Added |
| Cambria Investment Management, L.P. | 5,076 | $1.15M | 0.09% | −564−10.0% | Reduced |
| Atria Wealth Solutions, Inc. | 5,040 | $1.14M | 0.02% | −30−0.6% | Reduced |
| Shapiro Capital Management LLC | 5,030 | $1.14M | 0.03% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 5,013 | $1.13M | 0.33% | −2,195−30.5% | Reduced |
| Hoertkorn Richard Charles | 5,000 | $1.13M | 0.58% | 00.0% | Unchanged |
| Caption Management, LLC | 5,000 | $1.13M | 0.24% | +5,000 | New |
| Executive Wealth Management, LLC | 4,999 | $1.13M | 0.13% | +176+3.6% | Added |
| WT Wealth Management | 4,986 | $1.13M | 0.49% | −282−5.4% | Reduced |
| Fiduciary Trust Co | 4,976 | $1.12M | 0.02% | −467−8.6% | Reduced |
| Neumann Capital Management, LLC | 4,957 | $1.12M | 0.49% | −100−2.0% | Reduced |
| Paradigm Asset Management Co LLC | 4,900 | $1.11M | 0.30% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,826 | $1.09M | 0.03% | −855−15.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,820 | $1.09M | 0.05% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 4,841 | $1.09M | 0.09% | +4,841 | New |
| Tredje AP-fonden | 4,777 | $1.08M | 0.02% | 00.0% | Unchanged |
| Bank Hapoalim BM | 4,775 | $1.08M | 0.15% | −485−9.2% | Reduced |
| Wealth Alliance | 4,677 | $1.06M | 0.17% | −8−0.2% | Reduced |
| ICA Group Wealth Management, LLC | 4,661 | $1.05M | 0.25% | +207+4.6% | Added |
| Western Wealth Management, LLC | 4,649 | $1.05M | 0.10% | +214+4.8% | Added |
| Segall Bryant & Hamill, LLC | 4,626 | $1.04M | 0.01% | +399+9.4% | Added |
| Spire Wealth Management | 4,626 | $1.04M | 0.04% | +383+9.0% | Added |
| Two Sigma Securities, LLC | 4,617 | $1.04M | 0.09% | +4,617 | New |
| Ballast, Inc. | 4,615 | $1.04M | 0.43% | +294+6.8% | Added |
| Gamco Investors, Inc. Et Al | 4,600 | $1.04M | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 4,576 | $1.03M | 0.03% | +3,060+201.8% | Added |
| Logan Capital Management Inc | 4,576 | $1.03M | 0.05% | −30,374−86.9% | Reduced |
| Pictet & Cie (Europe) SA | 4,548 | $1.03M | 0.04% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,534 | $1.02M | 0.05% | −60−1.3% | Reduced |
| Bahl & Gaynor Inc | 4,515 | $1.02M | 0.01% | −305−6.3% | Reduced |
| Crescent Sterling, Ltd. | 4,485 | $1.01M | 0.98% | +674+17.7% | Added |
| Ameritas Advisory Services, LLC | 4,493 | $1.01M | 0.05% | +54+1.2% | Added |
| Byrne Asset Management LLC | 4,462 | $1.01M | 0.72% | −185−4.0% | Reduced |
| Platform Technology Partners | 4,403 | $994.6K | 0.49% | −38−0.9% | Reduced |
| Andra AP-fonden | 4,400 | $993.9K | 0.03% | −1,000−18.5% | Reduced |