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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 1,799 | $406.4K | 0.05% | +1+0.1% | Added |
| Axxcess Wealth Management, LLC | 1,794 | $405.2K | 0.03% | −144−7.4% | Reduced |
| Atom Investors LP | 1,782 | $402.5K | 0.22% | +393+28.3% | Added |
| ASB Consultores, LLC | 1,781 | $402.3K | 0.16% | −893−33.4% | Reduced |
| Berkeley Capital Partners, LLC | 1,774 | $400.8K | 0.15% | +93+5.5% | Added |
| Lavaca Capital LLC | 1,770 | $399.8K | 0.09% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,760 | $397.8K | 0.04% | +347+24.6% | Added |
| Checchi Capital Advisers, LLC | 1,755 | $396.4K | 0.04% | −113−6.0% | Reduced |
| Tempus Wealth Planning, LLC | 1,751 | $395.5K | 0.19% | +41+2.4% | Added |
| Strategic Investment Advisors | 1,751 | $395.5K | 0.07% | +206+13.3% | Added |
| Johnson Investment Counsel Inc | 1,745 | $394.2K | 0.01% | −88−4.8% | Reduced |
| Delta Financial Group, Inc. | 1,730 | $391.0K | 0.15% | −71−3.9% | Reduced |
| Avantax Planning Partners, Inc. | 1,723 | $389.2K | 0.02% | −26−1.5% | Reduced |
| Tiemann Investment Advisors, LLC | 1,714 | $387.2K | 0.21% | +50+3.0% | Added |
| Capital Management Associates | 1,700 | $384.0K | 0.58% | −3,300−66.0% | Reduced |
| Davis Investment Partners, LLC | 1,758 | $383.6K | 0.20% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 1,695 | $383.0K | 0.01% | −329−16.3% | Reduced |
| Tiaa, FSB | 1,687 | $381.1K | 0.00% | −100−5.6% | Reduced |
| Atlas Capital Advisors LLC | 1,668 | $376.8K | 0.06% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,652 | $376.1K | 0.03% | +153+10.2% | Added |
| Spinnaker Trust | 1,641 | $370.7K | 0.03% | −21−1.3% | Reduced |
| Lee Financial Co | 1,640 | $370.5K | 0.06% | +39+2.4% | Added |
| M Holdings Securities, Inc. | 1,638 | $370.0K | 0.04% | +24+1.5% | Added |
| Berger Financial Group, Inc | 1,638 | $369.9K | 0.04% | −43−2.6% | Reduced |
| Flagship Harbor Advisors, LLC | 1,623 | $366.7K | 0.03% | +339+26.4% | Added |
| Alesco Advisors LLC | 1,616 | $365.0K | 0.01% | −145−8.2% | Reduced |
| Global Retirement Partners, LLC | 1,613 | $363.6K | 0.02% | −101−5.9% | Reduced |
| Mutual Advisors, LLC | 1,603 | $362.2K | 0.01% | −5−0.3% | Reduced |
| Waldron Private Wealth LLC | 1,590 | $359.4K | 0.02% | −109−6.4% | Reduced |
| BSW Wealth Partners | 1,581 | $357.2K | 0.07% | +1,581 | New |
| Riverview Trust Co | 1,577 | $356.2K | 0.33% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,574 | $355.6K | 0.05% | +2+0.1% | Added |
| Nova R Wealth, Inc. | 1,571 | $355.0K | 0.24% | +41+2.7% | Added |
| Clare Market Investments LLC | 1,569 | $354.4K | 0.15% | +5+0.3% | Added |
| Focus Financial Network, Inc. | 1,562 | $352.9K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,558 | $352.0K | 0.04% | −50−3.1% | Reduced |
| Hartford Funds Management Co LLC | 1,555 | $351.4K | 0.04% | +18+1.2% | Added |
| Veriti Management LLC | 1,555 | $351.3K | 0.04% | +428+38.0% | Added |
| Sandy Cove Advisors, LLC | 1,545 | $349.0K | 0.25% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,537 | $347.0K | 0.28% | +2+0.1% | Added |
| Morningstar Investment Services LLC | 1,545 | $346.0K | 0.00% | +3+0.2% | Added |
| XML Financial, LLC | 1,530 | $345.6K | 0.04% | −39−2.5% | Reduced |
| Nikulski Financial, Inc. | 1,520 | $343.4K | 0.15% | −110−6.7% | Reduced |
| Chicago Trust Co NA | 1,520 | $343.4K | 0.09% | −796−34.4% | Reduced |
| Patriot Investment Management Inc. | 1,517 | $342.7K | 0.03% | −224−12.9% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $338.8K | 0.31% | 00.0% | Unchanged |
| Sandia Investment Management LP | 1,500 | $338.8K | 0.06% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 1,489 | $336.4K | 0.38% | −16−1.1% | Reduced |
| Highlander Capital Management, LLC | 1,400 | $336.0K | 0.16% | −200−12.5% | Reduced |
| Visionary Wealth Advisors | 1,484 | $335.2K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 1,468 | $331.6K | 0.09% | +1,468 | New |
| J.W. Cole Advisors, Inc. | 1,460 | $329.8K | 0.02% | −104−6.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,436 | $324.4K | 0.11% | +1,436 | New |
| Avidian Wealth Solutions, LLC | 1,430 | $323.1K | 0.02% | +69+5.1% | Added |
| Regions Financial Corp | 1,419 | $320.0K | 0.00% | −8−0.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,414 | $319.4K | 0.19% | +111+8.5% | Added |
| King Luther Capital Management Corp | 1,400 | $316.2K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,400 | $316.2K | 0.07% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,397 | $315.6K | 0.15% | +1,397 | New |
| Weybosset Research & Management LLC | 1,375 | $311.0K | 0.12% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,370 | $309.5K | 0.00% | +147+12.0% | Added |
| Cookson Peirce & Co Inc | 1,368 | $309.0K | 0.02% | −90,499−98.5% | Reduced |
| Symmetry Partners, LLC | 1,370 | $309.0K | 0.02% | −761−35.7% | Reduced |
| KRS Capital Management, LLC | 1,360 | $307.3K | 0.35% | +136+11.1% | Added |
| Strategic Blueprint, LLC | 1,350 | $305.0K | 0.03% | +68+5.3% | Added |
| Robertson Stephens Wealth Management, LLC | 1,343 | $303.4K | 0.02% | +117+9.5% | Added |
| Ausdal Financial Partners, Inc. | 1,341 | $303.0K | 0.04% | −28−2.0% | Reduced |
| Alhambra Investment Partners LLC | 1,337 | $302.0K | 0.21% | +2+0.1% | Added |
| Farmers Trust Co | 1,316 | $297.3K | 0.07% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,314 | $297.0K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,282 | $297.0K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,311 | $296.1K | 0.04% | +364+38.4% | Added |
| AlphaCore Capital LLC | 1,310 | $295.9K | 0.08% | +30+2.3% | Added |
| Inlet Private Wealth, LLC | 1,301 | $293.9K | 0.08% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,297 | $293.0K | 0.05% | −158−10.9% | Reduced |
| Stevens Capital Management LP | 1,297 | $293.0K | 0.07% | +1,297 | New |
| Clarius Group, LLC | 1,296 | $292.8K | 0.02% | −165−11.3% | Reduced |
| Nations Financial Group Inc, | 1,289 | $291.2K | 0.03% | −209−14.0% | Reduced |
| HB Wealth Management, LLC | 1,288 | $291.0K | 0.01% | −645−33.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,288 | $290.9K | 0.01% | +187+17.0% | Added |
| Edge Capital Group, LLC | 1,287 | $290.7K | 0.02% | +1,287 | New |
| ICW Investment Advisors LLC | 1,279 | $289.1K | 0.16% | +22+1.8% | Added |
| North Star Investment Management Corp. | 1,274 | $287.7K | 0.02% | +1+0.1% | Added |
| Cypress Capital Group | 1,262 | $285.1K | 0.04% | −5−0.4% | Reduced |
| Kraematon Investment Advisors, Inc | 1,250 | $282.3K | 0.33% | +2+0.2% | Added |
| Investors Asset Management of Georgia Inc | 1,239 | $279.9K | 0.15% | −49−3.8% | Reduced |
| Hills Bank & Trust Co | 1,238 | $279.7K | 0.04% | 00.0% | Unchanged |
| Wade G W & Inc | 1,236 | $279.0K | 0.01% | −3−0.2% | Reduced |
| Financial Advisory Service, Inc. | 1,234 | $278.8K | 0.03% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,231 | $278.1K | 0.22% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,214 | $274.1K | 0.05% | −29−2.3% | Reduced |
| Buckley Wealth Management, LLC | 1,211 | $273.6K | 0.10% | −10−0.8% | Reduced |
| Sowell Financial Services LLC | 1,209 | $273.0K | 0.02% | +1,209 | New |
| Boston Trust Walden Corp | 1,200 | $271.1K | 0.00% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,200 | $271.1K | 0.15% | +137+12.9% | Added |
| Syntax Advisors, LLC | 1,200 | $271.1K | 0.21% | +137+12.9% | Added |
| Accurate Wealth Management, LLC | 1,204 | $270.5K | 0.09% | −3−0.2% | Reduced |
| Arkadios Wealth Advisors | 1,197 | $270.5K | 0.03% | +178+17.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,187 | $268.1K | 0.02% | 00.0% | Unchanged |
| Searle & Co. | 1,150 | $263.9K | 0.09% | 00.0% | Unchanged |