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, 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 | 1,039 | $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, 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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 1,668 | $410.5K | 0.06% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,669 | $410.8K | 0.02% | +66+4.1% | Added |
| Tufton Capital Management | 1,683 | $414.2K | 0.09% | −750−30.8% | Reduced |
| Capital Management Associates | 1,700 | $418.4K | 0.61% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,714 | $421.9K | 0.21% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 1,723 | $424.1K | 0.04% | +1,723 | New |
| Morningstar Investment Services LLC | 1,721 | $425.0K | 0.01% | +176+11.4% | Added |
| Veriti Management LLC | 1,728 | $425.4K | 0.05% | +173+11.1% | Added |
| Avantax Planning Partners, Inc. | 1,730 | $425.8K | 0.02% | +7+0.4% | Added |
| Edgestream Partners, L.P. | 1,735 | $427.0K | 0.04% | +1,735 | New |
| Quantinno Capital Management LP | 1,742 | $429.0K | 0.02% | +625+56.0% | Added |
| Archford Capital Strategies, LLC | 1,583 | $429.4K | 0.08% | −1,222−43.6% | Reduced |
| Berkeley Capital Partners, LLC | 1,749 | $430.5K | 0.15% | −25−1.4% | Reduced |
| MONECO Advisors, LLC | 1,755 | $432.0K | 0.12% | −124−6.6% | Reduced |
| Lavaca Capital LLC | 1,770 | $435.6K | 0.14% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,777 | $437.4K | 0.08% | −206−10.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,777 | $437.4K | 0.05% | −22−1.2% | Reduced |
| InTrack Investment Management Inc | 1,788 | $440.1K | 0.36% | +1,788 | New |
| Meridian Wealth Management, LLC | 1,793 | $441.3K | 0.04% | −130−6.8% | Reduced |
| Checchi Capital Advisers, LLC | 1,794 | $441.6K | 0.04% | +39+2.2% | Added |
| United Bank | 1,800 | $443.0K | 0.05% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,807 | $444.8K | 0.08% | −10−0.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,806 | $445.0K | 0.00% | −410,810−99.6% | Reduced |
| Financial Advocates Investment Management | 1,810 | $445.5K | 0.03% | −160−8.1% | Reduced |
| Global Retirement Partners, LLC | 1,813 | $446.1K | 0.02% | +200+12.4% | Added |
| Tempus Wealth Planning, LLC | 1,818 | $447.4K | 0.20% | +67+3.8% | Added |
| FDx Advisors, Inc. | 1,820 | $448.0K | 0.02% | +538+42.0% | Added |
| E&G Advisors, LP | 1,825 | $449.2K | 0.16% | −25−1.4% | Reduced |
| 44 Wealth Management LLC | 1,827 | $449.7K | 0.15% | −14−0.8% | Reduced |
| Beaumont Financial Advisors, LLC | 1,833 | $451.2K | 0.04% | −5−0.3% | Reduced |
| Curbstone Financial Management Corp | 1,834 | $451.4K | 0.11% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,847 | $454.7K | 0.03% | −79−4.1% | Reduced |
| Ci Investments Inc. | 1,853 | $456.0K | 0.00% | −78−4.0% | Reduced |
| Cigna Investments Inc | 1,857 | $457.0K | 0.09% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,866 | $459.3K | 0.31% | −280−13.0% | Reduced |
| Charter Research & Investment Group, Inc. | 1,871 | $460.5K | 0.38% | 00.0% | Unchanged |
| Perpetual Ltd | 1,873 | $461.0K | 0.00% | −13−0.7% | Reduced |
| Mayflower Financial Advisors, LLC | 1,879 | $462.5K | 0.06% | +8+0.4% | Added |
| Altshuler Shaham Ltd | 1,880 | $462.7K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,883 | $464.0K | 0.02% | +34+1.8% | Added |
| Wealth Advisors, Inc. | 1,850 | $464.2K | 0.20% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 1,886 | $464.2K | 0.06% | −1,102−36.9% | Reduced |
| Kovack Advisors, Inc. | 1,895 | $466.4K | 0.06% | +321+20.4% | Added |
| Armbruster Capital Management, Inc. | 1,934 | $476.0K | 0.12% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,942 | $478.0K | 0.02% | +1,942 | New |
| Ameritas Investment Partners, Inc. | 1,961 | $482.7K | 0.02% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,988 | $489.2K | 0.27% | +11+0.6% | Added |
| Koshinski Asset Management, Inc. | 1,990 | $489.8K | 0.05% | −167−7.7% | Reduced |
| Keebeck Wealth Management, LLC | 1,992 | $490.3K | 0.07% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,000 | $492.3K | 0.06% | 00.0% | Unchanged |
| Studio Investment Management LLC | 2,003 | $493.0K | 0.14% | +143+7.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,005 | $493.5K | 0.01% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,010 | $494.8K | 0.29% | −24−1.2% | Reduced |
| Davis Investment Partners, LLC | 1,841 | $495.6K | 0.24% | +83+4.7% | Added |
| Bank Hapoalim BM | 2,015 | $496.0K | 0.07% | −2,760−57.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,020 | $497.2K | 0.22% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,023 | $497.9K | 0.16% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 2,024 | $498.2K | 0.20% | +2,024 | New |
| Harbor Investment Advisory, LLC | 2,043 | $502.7K | 0.07% | −10.0% | Reduced |
| Hartford Funds Management Co LLC | 2,063 | $507.8K | 0.05% | +508+32.7% | Added |
| RDA Financial Network | 2,064 | $508.0K | 0.21% | +150+7.8% | Added |
| Tributary Capital Management, LLC | 2,075 | $510.7K | 0.05% | −95−4.4% | Reduced |
| Navalign, LLC | 2,082 | $512.4K | 0.20% | −2−0.1% | Reduced |
| CNB Bank | 2,091 | $514.7K | 0.30% | +31+1.5% | Added |
| Strategic Investment Advisors | 2,094 | $515.3K | 0.07% | +343+19.6% | Added |
| Logan Capital Management Inc | 2,098 | $516.4K | 0.02% | −2,478−54.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,098 | $516.4K | 0.10% | +129+6.6% | Added |
| Wetherby Asset Management Inc | 2,099 | $516.6K | 0.03% | +38+1.8% | Added |
| Fukoku Mutual Life Insurance Co | 2,100 | $516.9K | 0.05% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 2,102 | $517.4K | 0.28% | +121+6.1% | Added |
| Cooper/Haims Advisors, LLC | 2,102 | $517.4K | 0.40% | 00.0% | Unchanged |
| DFPG Investments, LLC | 1,943 | $520.6K | 0.05% | +26+1.4% | Added |
| Resources Investment Advisors, LLC. | 2,132 | $524.7K | 0.01% | +80+3.9% | Added |
| Confluence Wealth Services, Inc. | 2,136 | $525.7K | 0.11% | +51+2.4% | Added |
| Allred Capital Management, LLC | 2,137 | $526.0K | 0.26% | +27+1.3% | Added |
| Cozad Asset Management Inc | 2,140 | $526.7K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,148 | $526.9K | 0.02% | +193+9.9% | Added |
| Profund Advisors LLC | 2,147 | $528.4K | 0.03% | −10−0.5% | Reduced |
| Washington Capital Management Inc | 2,150 | $529.2K | 0.45% | +1,050+95.5% | Added |
| Allworth Financial LP | 2,168 | $533.7K | 0.00% | −45−2.0% | Reduced |
| Hillman Capital Management, Inc. | 2,178 | $536.1K | 0.19% | −77−3.4% | Reduced |
| Nvest Financial, LLC | 2,191 | $539.2K | 0.47% | +237+12.1% | Added |
| Wealthcare Advisory Partners LLC | 2,196 | $540.4K | 0.02% | −152−6.5% | Reduced |
| WealthTrust Axiom LLC | 2,200 | $541.5K | 0.18% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2,200 | $541.5K | 0.20% | +2,200 | New |
| Newman Dignan & Sheerar, Inc. | 2,203 | $542.2K | 0.17% | −30−1.3% | Reduced |
| Stratos Wealth Advisors, LLC | 2,212 | $544.5K | 0.04% | −10.0% | Reduced |
| Texas Yale Capital Corp. | 2,214 | $544.9K | 0.03% | 00.0% | Unchanged |
| Ossiam | 2,242 | $551.8K | 0.01% | −29,533−92.9% | Reduced |
| Apollon Wealth Management, LLC | 2,252 | $554.3K | 0.03% | +133+6.3% | Added |
| International Assets Investment Management, LLC | 2,253 | $554.5K | 0.08% | −62−2.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,263 | $557.0K | 0.19% | +130+6.1% | Added |
| Ballentine Partners, LLC | 2,276 | $560.2K | 0.01% | +154+7.3% | Added |
| Personal Cfo Solutions, LLC | 2,278 | $560.6K | 0.11% | +94+4.3% | Added |
| Patten Group, Inc. | 2,285 | $562.4K | 0.16% | −30−1.3% | Reduced |
| 1620 Investment Advisors, Inc. | 2,299 | $565.9K | 0.64% | +29+1.3% | Added |
| Guardian Capital Advisors LP | 2,260 | $567.0K | 0.06% | −250−10.0% | Reduced |
| Park National Corp | 2,310 | $568.6K | 0.02% | −6−0.3% | Reduced |
| Wilkinson Global Asset Management LLC | 2,310 | $568.6K | 0.04% | 00.0% | Unchanged |
| Scotia Capital Inc. | 2,312 | $569.1K | 0.00% | −299−11.5% | Reduced |