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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 773 | $190.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 815 | $200.6K | 0.15% | +815 | New |
| Green Square Capital Advisors LLC | 818 | $201.4K | 0.03% | +818 | New |
| Gladstone Institutional Advisory LLC | 831 | $204.6K | 0.01% | −57−6.4% | Reduced |
| Smithfield Trust Co | 823 | $205.0K | 0.01% | +37+4.7% | Added |
| Dorsey & Whitney Trust CO LLC | 833 | $205.0K | 0.02% | +833 | New |
| Benin Management CORP | 840 | $206.7K | 0.07% | +840 | New |
| Wealth Effects LLC | 845 | $208.1K | 0.09% | +845 | New |
| Carlson Capital Management | 846 | $208.2K | 0.01% | +846 | New |
| Sonata Capital Group Inc | 850 | $209.0K | 0.11% | +850 | New |
| Cable Hill Partners, LLC | 850 | $209.2K | 0.03% | +850 | New |
| Stockman Wealth Management, Inc. | 850 | $209.2K | 0.04% | +850 | New |
| Brighton Jones LLC | 850 | $209.3K | 0.01% | +850 | New |
| First Affirmative Financial Network | 856 | $210.6K | 0.21% | −201−19.0% | Reduced |
| NewEdge Wealth, LLC | 866 | $213.1K | 0.01% | −57−6.2% | Reduced |
| Gilman Hill Asset Management, LLC | 870 | $214.1K | 0.04% | +870 | New |
| Portside Wealth Group, LLC | 873 | $214.9K | 0.04% | +873 | New |
| Greenfield Savings Bank | 877 | $215.9K | 0.15% | +877 | New |
| Inscription Capital, LLC | 880 | $216.6K | 0.07% | +880 | New |
| Callahan Advisors, LLC | 881 | $216.8K | 0.03% | +881 | New |
| Columbia Trust Co 01012016 | 883 | $217.3K | 0.12% | +883 | New |
| First Citizens Financial Corp | 891 | $219.3K | 0.15% | +891 | New |
| Waldron Private Wealth LLC | 893 | $219.8K | 0.01% | −697−43.8% | Reduced |
| V Wealth Advisors LLC | 895 | $220.3K | 0.04% | −48−5.1% | Reduced |
| Seaport Global Advisors, LLC | 896 | $220.5K | 0.65% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 900 | $221.5K | 0.23% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 901 | $221.7K | 0.01% | +901 | New |
| Nilsine Partners, LLC | 904 | $222.5K | 0.03% | +5+0.6% | Added |
| First National Bank & Trust Co of Newtown | 913 | $224.7K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 916 | $225.4K | 0.01% | +916 | New |
| Welch Group, LLC | 917 | $225.7K | 0.01% | −91−9.0% | Reduced |
| Modus Advisors, LLC | 918 | $225.9K | 0.10% | −89−8.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 919 | $226.2K | 0.04% | 00.0% | Unchanged |
| Summit X, LLC | 924 | $227.6K | 0.06% | +33+3.7% | Added |
| Baxter Bros Inc | 925 | $227.7K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 925 | $227.7K | 0.07% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 932 | $229.4K | 0.05% | +1+0.1% | Added |
| Seneca Financial Advisors LLC | 934 | $229.8K | 0.15% | +4+0.4% | Added |
| Wallace Advisory Group, LLC | 1,019 | $230.2K | 0.18% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 939 | $231.0K | 0.03% | −372−28.4% | Reduced |
| Intrua Financial, LLC | 962 | $236.7K | 0.04% | +1+0.1% | Added |
| Regatta Capital Group, LLC | 965 | $237.5K | 0.08% | +965 | New |
| Avidian Wealth Solutions, LLC | 974 | $239.6K | 0.02% | −456−31.9% | Reduced |
| Tompkins Financial Corp | 977 | $240.5K | 0.04% | +827+551.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 977 | $240.5K | 0.14% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 978 | $240.7K | 0.01% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 979 | $241.0K | 0.00% | +4+0.4% | Added |
| Naviter Wealth, LLC | 979 | $241.0K | 0.06% | +979 | New |
| Fortis Advisors, LLC | 981 | $241.5K | 0.17% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 982 | $241.7K | 0.19% | −16−1.6% | Reduced |
| Oak Thistle LLC | 982 | $241.7K | 0.13% | +982 | New |
| EverSource Wealth Advisors, LLC | 985 | $242.5K | 0.03% | +50+5.3% | Added |
| Calton & Associates, Inc. | 986 | $242.7K | 0.11% | −131−11.7% | Reduced |
| Conning Inc. | 987 | $242.9K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 988 | $243.2K | 0.14% | +988 | New |
| CM Wealth Advisors LLC | 894 | $243.6K | 0.08% | −7,080−88.8% | Reduced |
| 9258 Wealth Management, LLC | 990 | $243.7K | 0.05% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 993 | $244.4K | 0.19% | +25+2.6% | Added |
| Signaturefd, LLC | 996 | $245.1K | 0.01% | +1+0.1% | Added |
| Waters Parkerson & Co., LLC | 1,000 | $246.0K | 0.01% | −3−0.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $246.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $246.0K | 0.11% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,000 | $246.1K | 0.08% | −211−17.4% | Reduced |
| German American Bancorp, Inc. | 1,000 | $246.1K | 0.03% | −1−0.1% | Reduced |
| BEAM Asset Management, LLC | 1,000 | $246.1K | 0.17% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $246.1K | 0.07% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,005 | $247.3K | 0.19% | +2+0.2% | Added |
| Boston Family Office LLC | 1,009 | $248.0K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,008 | $248.1K | 0.06% | −27−2.6% | Reduced |
| Clare Market Investments LLC | 1,008 | $248.2K | 0.09% | −561−35.8% | Reduced |
| Vantage Consulting Group Inc | 1,012 | $249.1K | 0.14% | −188−15.7% | Reduced |
| Syntax Advisors, LLC | 1,012 | $249.1K | 0.20% | −188−15.7% | Reduced |
| Tudor Investment Corp Et Al | 1,021 | $251.3K | 0.00% | −674−39.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,025 | $252.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 1,027 | $252.8K | 0.01% | 00.0% | Unchanged |
| Advisory Research Inc | 1,033 | $254.3K | 0.03% | +1,033 | New |
| Arvest Trust Co N A | 934 | $254.8K | 0.02% | −188−16.8% | Reduced |
| Barry Investment Advisors, LLC | 1,040 | $256.1K | 0.09% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 957 | $256.3K | 0.12% | 00.0% | Unchanged |
| PFG Advisors | 1,043 | $256.7K | 0.02% | −91−8.0% | Reduced |
| Penserra Capital Management LLC | 1,050 | $257.0K | 0.01% | +1,040+10,400.0% | Added |
| M Holdings Securities, Inc. | 1,050 | $258.0K | 0.05% | −588−35.9% | Reduced |
| Viawealth, LLC | 1,052 | $258.9K | 0.19% | −114−9.8% | Reduced |
| Financial Advisory Corp | 1,054 | $259.0K | 0.12% | +1,054 | New |
| McLean Asset Management Corp | 1,055 | $259.8K | 0.10% | +3+0.3% | Added |
| Castle Rock Wealth Management, LLC | 1,035 | $259.9K | 0.09% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 1,057 | $260.2K | 0.11% | +1,057 | New |
| Goodwin Daniel L | 1,058 | $260.4K | 0.12% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,061 | $261.0K | 0.10% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 1,063 | $261.6K | 0.37% | 00.0% | Unchanged |
| Headinvest, LLC | 978 | $261.8K | 0.06% | +5+0.5% | Added |
| Merit Financial Group, LLC | 1,067 | $262.6K | 0.01% | +1,067 | New |
| Claybrook Capital, LLC | 1,069 | $263.1K | 0.14% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,075 | $264.6K | 0.23% | −30−2.7% | Reduced |
| CX Institutional | 1,077 | $265.1K | 0.01% | +1,077 | New |
| Gulf International Bank (UK) Ltd | 1,094 | $269.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,093 | $269.0K | 0.10% | +1+0.1% | Added |
| Purus Wealth Management, LLC | 1,094 | $269.3K | 0.17% | −10−0.9% | Reduced |
| Strategic Financial Concepts, LLC | 1,100 | $270.7K | 0.10% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,104 | $271.7K | 0.04% | +1,039+1,598.5% | Added |