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; 1,038 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investors Research Corp | 124 | $30.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 124 | $30.5K | 0.01% | +31+33.3% | Added |
| Cassady Schiller Wealth Management, LLC | 125 | $30.8K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 131 | $32.4K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 134 | $33.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 135 | $33.2K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 140 | $34.5K | 0.01% | +140 | New |
| Tacita Capital Inc | 145 | $36.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 151 | $37.2K | 0.01% | −182−54.7% | Reduced |
| Oakworth Capital, Inc. | 155 | $38.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 160 | $39.4K | 0.01% | +13+8.8% | Added |
| Ridgewood Investments LLC | 164 | $40.3K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 165 | $40.6K | 0.02% | +1+0.6% | Added |
| Heritage Wealth Advisors | 166 | $40.9K | 0.00% | +16+10.7% | Added |
| MV Capital Management, Inc. | 168 | $41.4K | 0.01% | +1+0.6% | Added |
| Kelly Lawrence W & Associates Inc | 170 | $41.4K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 170 | $41.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 174 | $42.8K | 0.01% | −20−10.3% | Reduced |
| Loomis Sayles & Co L P | 180 | $44.0K | 0.00% | +18+11.1% | Added |
| Chilton Capital Management LLC | 180 | $44.3K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 192 | $47.3K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 195 | $48.0K | 0.01% | +195 | New |
| Cambridge Trust Co | 200 | $49.2K | 0.00% | −32−13.8% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 202 | $50.0K | 0.04% | −15,120−98.7% | Reduced |
| Silicon Valley Capital Partners | 204 | $50.2K | 0.01% | −96−32.0% | Reduced |
| Glen Eagle Advisors, LLC | 207 | $50.9K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 210 | $52.0K | 0.02% | −195−48.1% | Reduced |
| Independence Bank of Kentucky | 215 | $52.9K | 0.02% | +200+1,333.3% | Added |
| Lindbrook Capital, LLC | 217 | $53.4K | 0.01% | +42+24.0% | Added |
| Fairfield Financial Advisors, LTD | 217 | $53.5K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 223 | $54.9K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 239 | $58.8K | 0.00% | +100+71.9% | Added |
| BOK Financial Private Wealth, Inc. | 241 | $59.3K | 0.00% | +44+22.3% | Added |
| Albion Financial Group | 245 | $60.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 249 | $61.0K | 0.01% | +4+1.6% | Added |
| Osterweis Capital Management Inc | 250 | $61.5K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 250 | $61.5K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 257 | $63.3K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 258 | $63.5K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 260 | $64.0K | 0.00% | +5+2.0% | Added |
| Western Pacific Wealth Management, LP | 274 | $67.4K | 0.05% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 276 | $67.9K | 0.00% | +210+318.2% | Added |
| Global Trust Asset Management, LLC | 280 | $68.9K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $73.8K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 328 | $74.0K | 0.00% | −196−37.4% | Reduced |
| Hall Laurie J Trustee | 300 | $74.0K | 0.03% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 302 | $74.3K | 0.06% | +1+0.3% | Added |
| Caldwell Sutter Capital, Inc. | 302 | $74.3K | 0.04% | +175+137.8% | Added |
| ORG Partners LLC | 303 | $75.0K | 0.01% | +303 | New |
| Pin Oak Investment Advisors Inc | 318 | $78.0K | 0.09% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 332 | $81.7K | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 332 | $81.7K | 0.07% | 00.0% | Unchanged |
| M&R Capital Management Inc | 357 | $87.9K | 0.02% | −25−6.5% | Reduced |
| Archer Investment Corp | 374 | $92.1K | 0.03% | −118−24.0% | Reduced |
| Farther Finance Advisors, LLC | 375 | $92.3K | 0.02% | +25+7.1% | Added |
| Parkside Financial Bank & Trust | 388 | $95.5K | 0.02% | +160+70.2% | Added |
| Sunbelt Securities, Inc. | 390 | $96.0K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 397 | $97.7K | 0.07% | −66−14.3% | Reduced |
| Optimum Investment Advisors | 400 | $98.5K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $98.5K | 0.04% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 400 | $98.7K | 0.00% | +400 | New |
| Evermay Wealth Management LLC | 404 | $99.4K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 410 | $100.9K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 410 | $100.9K | 0.00% | +5+1.2% | Added |
| Headlands Technologies LLC | 420 | $103.4K | 0.03% | +420 | New |
| Key Financial Inc | 425 | $104.6K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 433 | $106.6K | 0.08% | +433 | New |
| City State Bank | 439 | $108.0K | 0.06% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 445 | $109.5K | 0.01% | −656−59.6% | Reduced |
| J.Safra Asset Management Corp | 449 | $110.5K | 0.02% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 451 | $111.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 459 | $113.0K | 0.00% | −193−29.6% | Reduced |
| Eagle Bay Advisors LLC | 469 | $115.4K | 0.07% | +21+4.7% | Added |
| Princeton Global Asset Management LLC | 475 | $116.9K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 480 | $118.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 482 | $118.6K | 0.01% | +270+127.4% | Added |
| American National Bank | 497 | $122.3K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $123.1K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $123.1K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 540 | $132.9K | 0.02% | −57−9.5% | Reduced |
| United Community Bank | 548 | $134.9K | 0.12% | +110+25.1% | Added |
| Tradition Wealth Management, LLC | 563 | $138.0K | 0.02% | +4+0.7% | Added |
| Edmond de Rothschild Holding S.A. | 566 | $139.3K | 0.00% | −69−10.9% | Reduced |
| Central Bank & Trust Co | 591 | $145.4K | 0.02% | +509+620.7% | Added |
| Baldwin Brothers Inc | 595 | $146.4K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 600 | $147.7K | 0.03% | −21−3.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 606 | $149.0K | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 617 | $151.9K | 0.01% | −671−52.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 626 | $154.1K | 0.01% | +626 | New |
| Acadian Asset Management LLC | 637 | $156.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 646 | $159.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 646 | $159.0K | 0.04% | +125+24.0% | Added |
| AdvisorNet Financial, Inc | 654 | $161.0K | 0.01% | +61+10.3% | Added |
| Rosenberg Matthew Hamilton | 655 | $161.3K | 0.05% | 00.0% | Unchanged |
| TSFG, LLC | 658 | $162.0K | 0.06% | −25−3.7% | Reduced |
| Park Place Capital Corp | 691 | $170.1K | 0.05% | +465+205.8% | Added |
| Coppell Advisory Solutions LLC | 698 | $172.2K | 0.05% | +698 | New |
| Proequities, Inc. | 714 | $175.7K | 0.01% | −18−2.5% | Reduced |
| Creative Financial Designs Inc | 716 | $176.2K | 0.02% | −7−1.0% | Reduced |
| Quadrant Capital Group LLC | 753 | $185.3K | 0.02% | −51−6.3% | Reduced |