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 |
|---|---|---|---|---|---|
| Magnolia Capital Management Ltd | 4,392 | $992.0K | 0.93% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,384 | $990.3K | 0.11% | −176−3.9% | Reduced |
| Tranquility Partners, LLC | 4,383 | $990.1K | 0.47% | +1,082+32.8% | Added |
| Kistler-Tiffany Companies, LLC | 4,336 | $979.4K | 0.19% | −91−2.1% | Reduced |
| Waterfront Wealth Inc. | 4,319 | $975.7K | 0.32% | +205+5.0% | Added |
| Spouting Rock Asset Management, LLC | 4,292 | $969.5K | 0.34% | −47−1.1% | Reduced |
| Ieq Capital, LLC | 4,289 | $969.0K | 0.02% | +82+1.9% | Added |
| Venture Visionary Partners LLC | 4,275 | $965.6K | 0.06% | −296−6.5% | Reduced |
| Veritable, L.P. | 4,180 | $944.2K | 0.02% | −401−8.8% | Reduced |
| Wellington Shields Capital Management, LLC | 4,170 | $942.0K | 0.11% | +750+21.9% | Added |
| Caas Capital Management LP | 4,134 | $933.8K | 0.30% | +4,134 | New |
| Clearstead Advisors, LLC | 4,112 | $928.8K | 0.07% | −456−10.0% | Reduced |
| Private Wealth Partners, LLC | 4,005 | $904.7K | 0.09% | +4,005 | New |
| Scott Investment Partners LLP | 4,000 | $904.0K | 2.08% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 3,959 | $894.3K | 0.05% | −360−8.3% | Reduced |
| Meridian Financial Partners LLC | 3,908 | $888.0K | 1.01% | −7−0.2% | Reduced |
| Prospera Financial Services Inc | 3,930 | $888.0K | 0.04% | +531+15.6% | Added |
| Transcend Wealth Collective, LLC | 3,905 | $882.1K | 0.09% | −126−3.1% | Reduced |
| ELCO Management Co., LLC | 3,851 | $869.9K | 0.63% | +5+0.1% | Added |
| Advisors Asset Management, Inc. | 3,846 | $868.8K | 0.02% | +1,208+45.8% | Added |
| Eads & Heald Wealth Management | 3,844 | $868.0K | 0.43% | −56−1.4% | Reduced |
| Perigon Wealth Management, LLC | 3,825 | $863.9K | 0.05% | −108−2.7% | Reduced |
| FIL Ltd | 3,819 | $862.7K | 0.00% | −55,671−93.6% | Reduced |
| CWM, LLC | 3,810 | $861.0K | 0.01% | +365+10.6% | Added |
| Marion Wealth Management | 3,803 | $859.1K | 0.32% | +346+10.0% | Added |
| Delta Financial Advisors LLC | 3,792 | $856.7K | 0.41% | −97−2.5% | Reduced |
| Lumature Wealth Partners, LLC | 3,778 | $853.5K | 0.48% | +625+19.8% | Added |
| Independent Advisor Alliance | 3,759 | $849.2K | 0.04% | +3,759 | New |
| Achmea Investment Management B.V. | 3,727 | $842.0K | 0.02% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 3,725 | $841.4K | 0.69% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,710 | $838.0K | 0.71% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 3,701 | $836.0K | 0.49% | +100+2.8% | Added |
| Prentice Wealth Management LLC | 3,689 | $833.3K | 0.40% | −161−4.2% | Reduced |
| Essex Financial Services, Inc. | 3,683 | $831.9K | 0.09% | +10.0% | Added |
| Bessemer Group Inc | 3,677 | $831.0K | 0.00% | −291−7.3% | Reduced |
| Boston Private Wealth LLC | 3,673 | $829.6K | 0.01% | −321−8.0% | Reduced |
| Argent Trust Co | 3,670 | $829.0K | 0.05% | +403+12.3% | Added |
| SFMG, LLC | 3,657 | $826.2K | 0.09% | +86+2.4% | Added |
| Parsons Capital Management Inc | 3,637 | $821.6K | 0.07% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,635 | $821.1K | 0.02% | −101−2.7% | Reduced |
| Forte Capital LLC | 3,614 | $816.3K | 0.12% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,607 | $814.8K | 0.08% | +1,400+63.4% | Added |
| Pitcairn Co | 3,596 | $812.3K | 0.07% | +17+0.5% | Added |
| Creegan & Nassoura Financial Group, LLC | 3,575 | $807.6K | 0.62% | +3,575 | New |
| Brinker Capital Investments, LLC | 3,534 | $798.2K | 0.01% | −819−18.8% | Reduced |
| Orion Portfolio Solutions, LLC | 3,534 | $798.2K | 0.01% | +1,774+100.8% | Added |
| Meridian Investment Counsel Inc. | 3,510 | $792.9K | 0.30% | −65−1.8% | Reduced |
| LVW Advisors, LLC | 3,490 | $788.4K | 0.16% | −200−5.4% | Reduced |
| First National Advisers, LLC | 3,482 | $787.0K | 0.89% | +73+2.1% | Added |
| La Banque Postale Asset Management SA | 3,469 | $783.6K | 0.02% | −1,084−23.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,447 | $778.6K | 0.28% | −97−2.7% | Reduced |
| Haverford Trust Co | 3,426 | $773.9K | 0.01% | +1,278+59.5% | Added |
| Laraway Financial Inc | 3,434 | $772.9K | 0.78% | −200−5.5% | Reduced |
| Mirador Capital Partners LP | 3,399 | $767.7K | 0.18% | −37−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 3,364 | $759.9K | 0.08% | −15−0.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,334 | $753.1K | 0.65% | −2,244−40.2% | Reduced |
| Atlas Brown,Inc. | 3,306 | $746.8K | 0.34% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 3,300 | $745.4K | 0.98% | 00.0% | Unchanged |
| Cetera Advisors LLC | 3,267 | $738.0K | 0.01% | −231−6.6% | Reduced |
| Dover Advisors, LLC | 3,234 | $730.5K | 0.70% | +439+15.7% | Added |
| Bleakley Financial Group, LLC | 3,185 | $719.5K | 0.02% | +136+4.5% | Added |
| TLWM | 3,164 | $714.7K | 0.23% | −24−0.8% | Reduced |
| Exchange Capital Management, Inc. | 3,157 | $713.1K | 0.14% | −101−3.1% | Reduced |
| HMS Capital Management, LLC | 3,141 | $709.6K | 0.45% | +18+0.6% | Added |
| Intrust Bank NA | 3,107 | $701.8K | 0.09% | −61−1.9% | Reduced |
| Forum Financial Management, LP | 3,057 | $690.5K | 0.02% | −630−17.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,037 | $686.0K | 0.05% | +464+18.0% | Added |
| First Horizon Advisors, Inc. | 2,999 | $677.4K | 0.02% | +54+1.8% | Added |
| Procyon Private Wealth Partners, LLC | 2,988 | $675.0K | 0.11% | −171−5.4% | Reduced |
| Old Port Advisors | 2,899 | $661.5K | 0.24% | +10+0.3% | Added |
| Point72 Middle East FZE | 2,922 | $660.1K | 0.04% | −4,176−58.8% | Reduced |
| Laidlaw Wealth Management LLC | 2,906 | $656.5K | 0.13% | −27−0.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,889 | $653.0K | 0.03% | −276−8.7% | Reduced |
| Colony Group LLC | 2,860 | $646.0K | 0.01% | −3,480−54.9% | Reduced |
| Aries Wealth Management | 2,856 | $645.1K | 0.26% | +46+1.6% | Added |
| Bragg Financial Advisors, Inc | 2,836 | $640.6K | 0.04% | +11+0.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,822 | $637.0K | 0.03% | +30+1.1% | Added |
| Copperwynd Financial, LLC | 2,817 | $636.3K | 0.33% | +32+1.1% | Added |
| Meeder Advisory Services, Inc. | 2,814 | $635.7K | 0.07% | +64+2.3% | Added |
| Planning Directions Inc | 2,781 | $628.0K | 0.47% | −139−4.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,759 | $623.2K | 0.01% | +289+11.7% | Added |
| Schear Investment Advisers, LLC | 2,753 | $621.9K | 0.74% | +71+2.6% | Added |
| Altrafin AG | 2,750 | $621.2K | 0.31% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 2,805 | $621.1K | 0.13% | −132−4.5% | Reduced |
| Banque Cantonale Vaudoise | 2,746 | $620.0K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 2,742 | $619.0K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 2,700 | $609.9K | 0.03% | +300+12.5% | Added |
| Teza Capital Management LLC | 2,696 | $609.0K | 0.13% | +2,696 | New |
| Tectonic Advisors LLC | 2,684 | $606.3K | 0.08% | +1,081+67.4% | Added |
| Gateway Investment Advisers LLC | 2,679 | $605.2K | 0.01% | −337−11.2% | Reduced |
| Empirical Finance, LLC | 2,658 | $600.4K | 0.06% | −215−7.5% | Reduced |
| Glenmede Trust Co NA | 2,642 | $596.8K | 0.00% | −541−17.0% | Reduced |
| Anchor Investment Management, LLC | 2,617 | $591.2K | 0.08% | −27−1.0% | Reduced |
| Scotia Capital Inc. | 2,611 | $589.9K | 0.00% | −17,514−87.0% | Reduced |
| ISAM Funds (UK) Ltd | 2,561 | $578.5K | 0.74% | +2,561 | New |
| Wealthfront Advisers LLC | 2,554 | $576.9K | 0.00% | −8,524−76.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,552 | $576.0K | 0.01% | −5−0.2% | Reduced |
| Roanoke Asset Management Corp | 2,550 | $576.0K | 0.25% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,548 | $575.6K | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 2,525 | $570.4K | 0.01% | −68−2.6% | Reduced |