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 |
|---|---|---|---|---|---|
| Guardian Capital Advisors LP | 2,510 | $568.3K | 0.07% | −2,840−53.1% | Reduced |
| Thoroughbred Financial Services, LLC | 2,510 | $567.0K | 0.08% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,499 | $564.6K | 0.34% | +171+7.3% | Added |
| Armistice Capital, LLC | 2,492 | $562.9K | 0.01% | +2,492 | New |
| Prestige Wealth Management Group LLC | 2,491 | $562.7K | 0.14% | +980+64.9% | Added |
| CIBC Private Wealth Group, LLC | 2,472 | $558.4K | 0.00% | +45+1.9% | Added |
| Voloridge Investment Management, LLC | 2,458 | $555.2K | 0.00% | −53,659−95.6% | Reduced |
| Credential Qtrade Securities Inc. | 2,455 | $554.6K | 0.04% | +74+3.1% | Added |
| Cornerstone Advisory, LLC | 2,434 | $549.8K | 0.10% | +1,395+134.3% | Added |
| Tufton Capital Management | 2,433 | $549.6K | 0.12% | −20−0.8% | Reduced |
| WBH Advisory Inc | 2,412 | $544.9K | 0.07% | +2,412 | New |
| Prudent Man Advisors, LLC | 2,408 | $544.0K | 0.21% | −14−0.6% | Reduced |
| IHT Wealth Management, LLC | 2,406 | $543.4K | 0.03% | +45+1.9% | Added |
| Arnhold LLC | 2,400 | $542.1K | 0.06% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 2,371 | $535.6K | 0.12% | −365−13.3% | Reduced |
| Greenleaf Trust | 2,362 | $533.6K | 0.01% | −133−5.3% | Reduced |
| Athena Investment Management | 2,362 | $533.6K | 0.38% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,348 | $530.5K | 0.02% | −68−2.8% | Reduced |
| Harbor Capital Advisors, Inc. | 2,341 | $528.8K | 0.15% | +2,341 | New |
| Park National Corp | 2,316 | $523.2K | 0.02% | −70−2.9% | Reduced |
| Patten Group, Inc. | 2,315 | $522.9K | 0.16% | −20−0.9% | Reduced |
| International Assets Investment Management, LLC | 2,315 | $522.9K | 0.08% | −1,065−31.5% | Reduced |
| Wilkinson Global Asset Management LLC | 2,310 | $521.8K | 0.04% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,270 | $512.8K | 0.62% | −7−0.3% | Reduced |
| Hillman Capital Management, Inc. | 2,255 | $509.4K | 0.19% | +24+1.1% | Added |
| Newman Dignan & Sheerar, Inc. | 2,233 | $504.4K | 0.16% | +106+5.0% | Added |
| Texas Yale Capital Corp. | 2,214 | $500.1K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,213 | $499.9K | 0.04% | −138−5.9% | Reduced |
| Allworth Financial LP | 2,213 | $499.9K | 0.01% | −56−2.5% | Reduced |
| DRW Securities, LLC | 2,200 | $497.0K | 0.07% | +2,200 | New |
| WealthTrust Axiom LLC | 2,200 | $497.0K | 0.17% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,184 | $493.5K | 0.10% | +131+6.4% | Added |
| United Capital Financial Advisers, LLC | 2,183 | $493.1K | 0.00% | +289+15.3% | Added |
| Tributary Capital Management, LLC | 2,170 | $490.2K | 0.05% | −80−3.6% | Reduced |
| Cresset Asset Management, LLC | 2,166 | $489.4K | 0.01% | +2,166 | New |
| Burns Matteson Capital Management, LLC | 2,159 | $487.7K | 0.31% | +291+15.6% | Added |
| Koshinski Asset Management, Inc. | 2,157 | $487.2K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,157 | $487.2K | 0.03% | +375+21.0% | Added |
| Legacy Bridge, LLC | 2,146 | $484.8K | 0.34% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,140 | $483.4K | 0.06% | −209−8.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,133 | $481.8K | 0.17% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,122 | $479.3K | 0.01% | −391−15.6% | Reduced |
| Apollon Wealth Management, LLC | 2,119 | $478.7K | 0.03% | +21+1.0% | Added |
| Aristotle Atlantic Partners, LLC | 2,116 | $478.0K | 0.02% | −508−19.4% | Reduced |
| Allred Capital Management, LLC | 2,110 | $476.7K | 0.25% | +2+0.1% | Added |
| CAPROCK Group, Inc. | 2,109 | $476.5K | 0.04% | −11−0.5% | Reduced |
| Cooper/Haims Advisors, LLC | 2,102 | $474.9K | 0.38% | −99−4.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,100 | $474.4K | 0.04% | 00.0% | Unchanged |
| Axq Capital, LP | 2,100 | $474.4K | 0.19% | +2,100 | New |
| Confluence Wealth Services, Inc. | 2,085 | $471.0K | 0.11% | 00.0% | Unchanged |
| Navalign, LLC | 2,084 | $470.7K | 0.20% | −27−1.3% | Reduced |
| Resources Management Corp | 5,550 | $468.0K | 0.09% | −13,043−70.2% | Reduced |
| Wetherby Asset Management Inc | 2,061 | $465.6K | 0.03% | −131−6.0% | Reduced |
| CNB Bank | 2,060 | $465.3K | 0.28% | +79+4.0% | Added |
| Meridian Wealth Advisors, LLC | 2,058 | $464.9K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,053 | $463.7K | 0.03% | +203+11.0% | Added |
| Resources Investment Advisors, LLC. | 2,052 | $463.4K | 0.01% | −103−4.8% | Reduced |
| Harbor Investment Advisory, LLC | 2,044 | $461.8K | 0.07% | +85+4.3% | Added |
| Retirement Guys Formula LLC | 2,034 | $459.4K | 0.33% | +90+4.6% | Added |
| Spinnaker Investment Group, LLC | 2,023 | $457.0K | 0.16% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,020 | $456.3K | 0.23% | +50+2.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,005 | $452.9K | 0.01% | 00.0% | Unchanged |
| Verity & Verity, LLC | 2,000 | $451.8K | 0.06% | −480−19.4% | Reduced |
| Community Bank, N.A. | 2,000 | $451.8K | 0.06% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2,000 | $451.8K | 0.10% | +2,000 | New |
| Keebeck Wealth Management, LLC | 1,992 | $450.0K | 0.07% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,344 | $448.5K | 0.07% | +2,344 | New |
| GPS Wealth Strategies Group, LLC | 1,983 | $447.9K | 0.09% | +1,983 | New |
| Sterling Investment Counsel, LLC | 1,981 | $447.5K | 0.27% | +278+16.3% | Added |
| Silverlake Wealth Management LLC | 1,977 | $446.6K | 0.27% | −6−0.3% | Reduced |
| Financial Advocates Investment Management | 1,970 | $444.9K | 0.03% | −280−12.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,969 | $444.8K | 0.09% | +183+10.2% | Added |
| Ameritas Investment Partners, Inc. | 1,961 | $443.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,959 | $442.5K | 0.02% | +972+98.5% | Added |
| Sequoia Financial Advisors, LLC | 1,958 | $442.4K | 0.01% | −1,768−47.5% | Reduced |
| Nvest Financial, LLC | 1,954 | $441.4K | 0.46% | +6+0.3% | Added |
| Horizon Investments, LLC | 1,955 | $439.9K | 0.01% | +169+9.5% | Added |
| Armbruster Capital Management, Inc. | 1,934 | $436.9K | 0.11% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,931 | $436.2K | 0.08% | −1,360−41.3% | Reduced |
| Ci Investments Inc. | 1,931 | $436.0K | 0.00% | +97+5.3% | Added |
| Independent Financial Group, LLC | 1,926 | $435.0K | 0.03% | +179+10.2% | Added |
| Meridian Wealth Management, LLC | 1,923 | $434.4K | 0.04% | +58+3.1% | Added |
| DFPG Investments, LLC | 1,917 | $433.0K | 0.05% | +103+5.7% | Added |
| RDA Financial Network | 1,914 | $432.4K | 0.20% | −25−1.3% | Reduced |
| Perpetual Ltd | 1,886 | $426.0K | 0.00% | +1,886 | New |
| Altshuler Shaham Ltd | 1,880 | $424.7K | 0.01% | −189−9.1% | Reduced |
| MONECO Advisors, LLC | 1,879 | $424.5K | 0.12% | +4+0.2% | Added |
| Charter Research & Investment Group, Inc. | 1,871 | $422.6K | 0.37% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,871 | $422.6K | 0.06% | +6+0.3% | Added |
| Wealth Advisors, Inc. | 1,850 | $422.1K | 0.20% | −100−5.1% | Reduced |
| Studio Investment Management LLC | 1,860 | $420.2K | 0.13% | +77+4.3% | Added |
| Cigna Investments Inc | 1,857 | $420.0K | 0.08% | −41−2.2% | Reduced |
| Capstone Investment Advisors, LLC | 1,852 | $418.3K | 0.01% | +199+12.0% | Added |
| Wedbush Securities Inc | 1,849 | $418.0K | 0.02% | +50+2.8% | Added |
| E&G Advisors, LP | 1,850 | $417.9K | 0.15% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,841 | $415.9K | 0.14% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,838 | $415.2K | 0.04% | −125−6.4% | Reduced |
| Curbstone Financial Management Corp | 1,834 | $414.3K | 0.10% | +58+3.3% | Added |
| Lake Street Financial LLC | 1,817 | $410.4K | 0.08% | −76−4.0% | Reduced |
| United Bank | 1,800 | $406.6K | 0.05% | 00.0% | Unchanged |