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 |
|---|---|---|---|---|---|
| Tobam | 1,104 | $272.0K | 0.02% | +139+14.4% | Added |
| Monarch Capital Management Inc | 1,111 | $273.5K | 0.08% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 1,113 | $273.9K | 0.14% | +4+0.4% | Added |
| Strategic Investment Solutions, Inc. | 1,136 | $275.9K | 0.06% | +4+0.4% | Added |
| PGGM Investments | 1,120 | $276.0K | 0.00% | −10,208−90.1% | Reduced |
| Arkadios Wealth Advisors | 1,142 | $281.0K | 0.03% | −55−4.6% | Reduced |
| Integrated Advisors Network LLC | 1,144 | $281.6K | 0.02% | −18−1.5% | Reduced |
| Nations Financial Group Inc, | 1,151 | $283.4K | 0.03% | −138−10.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,157 | $284.8K | 0.03% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,160 | $285.5K | 0.14% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,169 | $287.7K | 0.14% | −612−34.4% | Reduced |
| Patriot Investment Management Inc. | 1,182 | $290.9K | 0.02% | −335−22.1% | Reduced |
| United Capital Financial Advisers, LLC | 1,185 | $291.7K | 0.00% | −998−45.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,200 | $295.4K | 0.02% | −143−10.6% | Reduced |
| Boston Trust Walden Corp | 1,200 | $295.4K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,200 | $295.4K | 0.00% | +1,200 | New |
| Harbour Investments, Inc. | 1,204 | $296.5K | 0.01% | −849−41.4% | Reduced |
| Meridian Wealth Advisors, LLC | 1,205 | $296.6K | 0.07% | −853−41.4% | Reduced |
| Almanack Investment Partners, LLC. | 1,214 | $298.9K | 0.05% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,214 | $299.0K | 0.05% | −83−6.4% | Reduced |
| Two Sigma Securities, LLC | 1,219 | $300.0K | 0.02% | −3,398−73.6% | Reduced |
| Baron Wealth Management LLC | 1,232 | $303.2K | 0.19% | +123+11.1% | Added |
| Wedmont Private Capital | 1,188 | $303.6K | 0.03% | +1,188 | New |
| Financial Advisory Service, Inc. | 1,234 | $303.8K | 0.04% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,236 | $304.2K | 0.07% | +1,236 | New |
| Hills Bank & Trust Co | 1,238 | $304.7K | 0.04% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,240 | $305.1K | 0.16% | +1+0.1% | Added |
| Farmers Trust Co | 1,250 | $307.7K | 0.07% | −66−5.0% | Reduced |
| Kraematon Investment Advisors, Inc | 1,252 | $308.1K | 0.34% | +2+0.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,272 | $313.1K | 0.04% | +241+23.4% | Added |
| Cypress Capital Group | 1,273 | $313.3K | 0.05% | +11+0.9% | Added |
| North Star Investment Management Corp. | 1,274 | $313.6K | 0.03% | 00.0% | Unchanged |
| Searle & Co. | 1,150 | $313.7K | 0.10% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,277 | $314.4K | 0.01% | +390+44.0% | Added |
| Sciencast Management LP | 1,238 | $315.2K | 0.26% | +1,238 | New |
| ICW Investment Advisors LLC | 1,285 | $316.2K | 0.17% | +6+0.5% | Added |
| HB Wealth Management, LLC | 1,289 | $317.3K | 0.01% | +1+0.1% | Added |
| Clarius Group, LLC | 1,295 | $318.7K | 0.02% | −1−0.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,300 | $320.0K | 0.02% | +113+9.5% | Added |
| Accurate Wealth Management, LLC | 1,254 | $320.5K | 0.10% | +50+4.2% | Added |
| Reynders McVeigh Capital Management, LLC | 1,314 | $323.0K | 0.02% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 1,318 | $324.4K | 0.08% | +17+1.3% | Added |
| Focus Financial Network, Inc. | 1,320 | $324.9K | 0.02% | −242−15.5% | Reduced |
| Empowered Funds, LLC | 1,321 | $325.1K | 0.01% | +1,321 | New |
| EA Series Trust | 1,321 | $325.1K | 0.01% | +1,321 | New |
| KRS Capital Management, LLC | 1,321 | $325.2K | 0.32% | −39−2.9% | Reduced |
| Cookson Peirce & Co Inc | 1,324 | $326.0K | 0.02% | −44−3.2% | Reduced |
| Alhambra Investment Partners LLC | 1,337 | $329.1K | 0.22% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,339 | $329.6K | 0.00% | +1,339 | New |
| RMB Capital Management, LLC | 1,343 | $330.6K | 0.01% | +1,343 | New |
| Northern Oak Wealth Management Inc | 1,348 | $331.8K | 0.04% | +441+48.6% | Added |
| CoreCap Advisors, LLC | 1,362 | $335.3K | 0.02% | +1,362 | New |
| Symmetry Partners, LLC | 1,370 | $337.0K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,374 | $338.2K | 0.03% | +1,374 | New |
| Ausdal Financial Partners, Inc. | 1,375 | $338.5K | 0.05% | +34+2.5% | Added |
| AlphaCore Capital LLC | 1,380 | $339.7K | 0.05% | +70+5.3% | Added |
| Spirit of America Management Corp | 1,400 | $344.6K | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,400 | $344.6K | 0.02% | +1,400 | New |
| Vident Investment Advisory, LLC | 1,402 | $345.1K | 0.01% | +279+24.8% | Added |
| Graham Capital Management, L.P. | 1,404 | $345.6K | 0.01% | +1,404 | New |
| Chicago Partners Investment Group LLC | 1,283 | $345.9K | 0.02% | +144+12.6% | Added |
| King Luther Capital Management Corp | 1,413 | $347.8K | 0.00% | +13+0.9% | Added |
| Diametric Capital, LP | 1,427 | $351.2K | 0.16% | +30+2.1% | Added |
| Chicago Trust Co NA | 1,428 | $351.5K | 0.08% | −92−6.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,436 | $353.4K | 0.11% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,457 | $358.5K | 0.04% | +467+47.2% | Added |
| Ameritas Advisory Services, LLC | 1,430 | $362.6K | 0.05% | −3,063−68.2% | Reduced |
| BFT Financial Group, LLC | 1,476 | $363.3K | 0.04% | +1,476 | New |
| Highlander Capital Management, LLC | 1,400 | $365.0K | 0.17% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,487 | $365.9K | 0.03% | +137+10.1% | Added |
| Visionary Wealth Advisors | 1,488 | $366.3K | 0.03% | +4+0.3% | Added |
| Mirabella Financial Services LLP | 1,494 | $367.7K | 0.04% | +1,494 | New |
| Boothbay Fund Management, LLC | 1,497 | $368.5K | 0.01% | +1,497 | New |
| Nikulski Financial, Inc. | 1,500 | $369.2K | 0.15% | −20−1.3% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $369.2K | 0.33% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,500 | $369.2K | 0.34% | +1,500 | New |
| J.W. Cole Advisors, Inc. | 1,505 | $370.4K | 0.03% | +45+3.1% | Added |
| Johnson Investment Counsel Inc | 1,531 | $376.8K | 0.00% | −214−12.3% | Reduced |
| Meritas Wealth Management, LLC | 1,535 | $377.8K | 0.28% | +420+37.7% | Added |
| Hazlett, Burt & Watson, Inc. | 1,540 | $379.0K | 0.28% | +3+0.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,540 | $379.0K | 0.12% | +1,540 | New |
| Prestige Wealth Management Group LLC | 1,543 | $379.8K | 0.09% | −948−38.1% | Reduced |
| Sandy Cove Advisors, LLC | 1,545 | $380.3K | 0.22% | 00.0% | Unchanged |
| XML Financial, LLC | 1,550 | $381.5K | 0.04% | +20+1.3% | Added |
| Delta Financial Group, Inc. | 1,570 | $386.0K | 0.45% | −160−9.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,569 | $386.1K | 0.04% | +11+0.7% | Added |
| Riverview Trust Co | 1,577 | $388.1K | 0.35% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,586 | $390.3K | 0.03% | −37−2.3% | Reduced |
| Daymark Wealth Partners, LLC | 1,593 | $392.1K | 0.03% | +659+70.6% | Added |
| BSW Wealth Partners | 1,594 | $392.2K | 0.08% | +13+0.8% | Added |
| Lee Financial Co | 1,600 | $393.8K | 0.07% | −40−2.4% | Reduced |
| Capstone Investment Advisors, LLC | 1,606 | $395.3K | 0.01% | −246−13.3% | Reduced |
| Berger Financial Group, Inc | 1,612 | $396.7K | 0.04% | −26−1.6% | Reduced |
| AustralianSuper Pty Ltd | 1,612 | $396.8K | 0.00% | +1,612 | New |
| Alesco Advisors LLC | 1,616 | $397.7K | 0.01% | 00.0% | Unchanged |
| Spinnaker Trust | 1,616 | $397.7K | 0.03% | −25−1.5% | Reduced |
| Brown Brothers Harriman & Co | 1,637 | $402.9K | 0.00% | +267+19.5% | Added |
| Regions Financial Corp | 1,641 | $403.9K | 0.00% | +222+15.6% | Added |
| Ellevest, Inc. | 1,651 | $406.4K | 0.03% | +697+73.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,664 | $409.6K | 0.03% | +12+0.7% | Added |