Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,038 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, Q2 2023

Institutional positions in Constellation Brands, Inc. as of Jun 30, 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: 1,229; +43 vs. Q1 2023
Shares held: 143.2M; +4.70M (+3.4%) vs. Q1 2023
Total value: $35.2B; +$3.94B (+12.6%) vs. Q1 2023
New holders: 120; 419 more added
Sold out: 77; 467 more reduced

6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,229 institutions

Value heldQ2 2023: $35.2B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$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, Q2 2023

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q1 2023.

Institutions holding STZ in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Comerica Bank	119,781	$9	0.00%	+119,781	New
Financial Synergies Wealth Advisors, Inc.	3	$739	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	3	$739	0.00%	+3	New
Asset Dedication, LLC	3	$1.00K	0.00%	00.0%	Unchanged
Avion Wealth	8	$1.00K	0.00%	+6+300.0%	Added
Bollard Group LLC	5	$1.00K	0.00%	+5	New
Safeguard Financial, LLC	3	$1.00K	0.00%	+3	New
Atwood & Palmer Inc	5	$1.23K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	5	$1.23K	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	5	$1.23K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	5	$1.23K	0.00%	+5	New
MCF Advisors LLC	6	$1.48K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	6	$1.48K	0.00%	+6	New
SJS Investment Consulting Inc.	7	$1.72K	0.00%	+1+16.7%	Added
Richard W. Paul & Associates, LLC	8	$1.97K	0.00%	00.0%	Unchanged
Impact Partnership Wealth, LLC	8	$1.97K	0.00%	+8	New
VitalStone Financial, LLC	10	$2.00K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	9	$2.21K	0.00%	00.0%	Unchanged
Gables Capital Management Inc.	9	$2.21K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	9	$2.21K	0.00%	+9	New
Nalls Sherbakoff Group, LLC	10	$2.43K	0.00%	00.0%	Unchanged
New Millennium Group LLC	10	$2.46K	0.00%	−18−64.3%	Reduced
Delta Asset Management LLC	10	$2.46K	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	10	$2.46K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	10	$2.46K	0.00%	00.0%	Unchanged
Disciplined Investments, LLC	10	$2.46K	0.00%	+1+11.1%	Added
Oliver Lagore Vanvalin Investment Group	10	$2.46K	0.00%	+10	New
Cape Investment Advisory, Inc.	12	$2.98K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	12	$3.04K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	13	$3.20K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	13	$3.20K	0.00%	00.0%	Unchanged
Fiduciary Alliance LLC	14	$3.45K	0.00%	+14	New
Adirondack Retirement Specialists, Inc.	15	$3.69K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	15	$3.69K	0.00%	+15	New
Cherry Tree Wealth Management, LLC	17	$4.18K	0.00%	+17	New
JJJ Advisors Inc.	18	$4.43K	0.00%	+18	New
Lansing Street Advisors	18	$4.49K	0.00%	00.0%	Unchanged
Baystate Wealth Management LLC	18	$4.61K	0.00%	−118−86.8%	Reduced
Atlantic Trust, LLC	19	$4.68K	0.00%	00.0%	Unchanged
HWG Holdings LP	22	$5.42K	0.00%	+22	New
Clearview Wealth Advisors LLC	23	$5.66K	0.01%	00.0%	Unchanged
Pacifica Partners Inc.	24	$6.02K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	25	$6.15K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	26	$6.40K	0.00%	+26	New
Pinnacle Bancorp, Inc.	28	$6.89K	0.00%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	31	$7.78K	0.01%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	32	$7.88K	0.00%	−9−22.0%	Reduced
Tilia Fiduciary Partners, Inc.	32	$7.90K	0.01%	−30−48.4%	Reduced
First Community Trust NA	35	$8.62K	0.01%	00.0%	Unchanged
Centennial Bank	35	$8.62K	0.01%	00.0%	Unchanged
Hexagon Capital Partners LLC	37	$9.11K	0.00%	−20−35.1%	Reduced
Colonial Trust Advisors	37	$9.11K	0.00%	00.0%	Unchanged
Retirement Group, LLC	40	$9.85K	0.00%	00.0%	Unchanged
Benjamin Edwards Inc	40	$10.0K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	38	$10.3K	0.00%	00.0%	Unchanged
Legend Financial Advisors, Inc.	43	$10.6K	0.01%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	42	$11.0K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	44	$11.0K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	45	$11.0K	0.01%	+45	New
GW&K Investment Management, LLC	49	$12.0K	0.00%	+49	New
Perkins Coie Trust Co	50	$12.3K	0.00%	+50	New
Raffa Wealth Management, LLC	50	$12.3K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	52	$13.0K	0.00%	00.0%	Unchanged
NewSquare Capital LLC	53	$13.0K	0.00%	00.0%	Unchanged
First Personal Financial Services	54	$13.3K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	58	$13.3K	0.01%	+4+7.4%	Added
Larson Financial Group LLC	55	$13.4K	0.00%	+4+7.8%	Added
Focused Wealth Management, Inc	55	$13.6K	0.00%	+3+5.8%	Added
SRS Capital Advisors, Inc.	58	$14.2K	0.00%	+1+1.8%	Added
Leonteq Securities AG	58	$14.3K	0.00%	−3,549−98.4%	Reduced
Carolina Wealth Advisors, LLC	60	$14.8K	0.01%	00.0%	Unchanged
Core Alternative Capital	62	$15.3K	0.00%	−26−29.5%	Reduced
Sutton Wealth Advisors Inc.	66	$16.2K	0.01%	00.0%	Unchanged
TFC Financial Management	67	$16.5K	0.00%	+62+1,240.0%	Added
Providence Capital Advisors, LLC	68	$16.7K	0.00%	00.0%	Unchanged
Abound Wealth Management	69	$17.0K	0.01%	+8+13.1%	Added
Coston, McIsaac & Partners	71	$17.0K	0.01%	00.0%	Unchanged
Earnest Partners LLC	73	$18.0K	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	74	$18.2K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	75	$18.5K	0.01%	00.0%	Unchanged
Covestor Ltd	78	$19.0K	0.01%	−1−1.3%	Reduced
JFS Wealth Advisors, LLC	79	$19.4K	0.00%	−3−3.7%	Reduced
Motco	82	$20.2K	0.00%	+4+5.1%	Added
AXS Investments LLC	85	$20.9K	0.01%	−30−26.1%	Reduced
Financial Management Professionals, Inc.	86	$21.0K	0.00%	+1+1.2%	Added
Northwest Capital Management Inc	90	$22.2K	0.01%	+90	New
First Capital Advisors Group, LLC.	95	$23.4K	0.01%	+95	New
Hallmark Capital Management Inc	100	$24.6K	0.00%	−13−11.5%	Reduced
St. Johns Investment Management Company, LLC	100	$24.6K	0.01%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	101	$24.7K	0.00%	−1−1.0%	Reduced
Endurance Wealth Management, Inc.	100	$25.0K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	102	$25.2K	0.01%	00.0%	Unchanged
Zions Bancorporation, N.A.	105	$25.8K	0.00%	−9−7.9%	Reduced
Ogorek Anthony Joseph	107	$26.0K	0.01%	−5−4.5%	Reduced
JNBA Financial Advisors	106	$26.1K	0.00%	00.0%	Unchanged
Hantz Financial Services, Inc.	109	$27.0K	0.00%	−18,869−99.4%	Reduced
CVA Family Office, LLC	110	$27.1K	0.01%	+84+323.1%	Added
Hanson & Doremus Investment Management	119	$29.0K	0.01%	−2−1.7%	Reduced
Livforsakringsbolaget Skandia, Omsesidigt	118	$29.0K	0.00%	00.0%	Unchanged
ICA Group Wealth Management, LLC	118	$29.1K	0.01%	−4,543−97.5%	Reduced