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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 2,317 | $570.3K | 0.00% | −155−6.3% | Reduced |
| Harbor Capital Advisors, Inc. | 2,341 | $576.2K | 0.12% | 00.0% | Unchanged |
| Athena Investment Management | 2,362 | $581.4K | 0.40% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,362 | $581.4K | 0.07% | −50−2.1% | Reduced |
| Prudent Man Advisors, LLC | 2,369 | $583.0K | 0.22% | −39−1.6% | Reduced |
| Chemung Canal Trust Co | 2,371 | $583.6K | 0.13% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 2,383 | $586.5K | 0.36% | +224+10.4% | Added |
| Cardiff Park Advisors, LLC | 2,387 | $587.5K | 0.07% | +2,387 | New |
| Cooper Financial Group | 2,396 | $589.6K | 0.15% | +928+63.2% | Added |
| Intact Investment Management Inc. | 2,400 | $590.7K | 0.02% | −300−11.1% | Reduced |
| Arnhold LLC | 2,400 | $590.7K | 0.07% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,401 | $591.1K | 0.34% | −98−3.9% | Reduced |
| Glenmede Trust Co NA | 2,642 | $596.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,436 | $599.6K | 0.11% | +2+0.1% | Added |
| Anchor Investment Management, LLC | 2,447 | $602.3K | 0.08% | −170−6.5% | Reduced |
| Credential Qtrade Securities Inc. | 2,447 | $602.3K | 0.04% | −8−0.3% | Reduced |
| Thoroughbred Financial Services, LLC | 2,457 | $604.0K | 0.08% | −53−2.1% | Reduced |
| Greenleaf Trust | 2,495 | $614.1K | 0.01% | +133+5.6% | Added |
| Zenyatta Capital Management LP | 2,500 | $615.3K | 0.39% | +2,500 | New |
| CAPROCK Group, Inc. | 2,510 | $617.9K | 0.05% | +401+19.0% | Added |
| Lincoln National Corp | 2,515 | $619.0K | 0.01% | −10−0.4% | Reduced |
| Savant Capital, LLC | 2,518 | $619.9K | 0.01% | +2,518 | New |
| Wealthfront Advisers LLC | 2,524 | $621.2K | 0.00% | −30−1.2% | Reduced |
| Roanoke Asset Management Corp | 2,550 | $628.0K | 0.25% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,552 | $628.1K | 0.02% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,572 | $633.0K | 0.02% | +24+0.9% | Added |
| Morningstar Investment Management LLC | 2,574 | $634.0K | 0.08% | +2,574 | New |
| Gateway Investment Advisers LLC | 2,622 | $645.4K | 0.01% | −57−2.1% | Reduced |
| Arrow Financial Corp | 2,631 | $647.6K | 0.08% | −2,551−49.2% | Reduced |
| Planning Directions Inc | 2,631 | $648.0K | 0.47% | −150−5.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,647 | $651.7K | 0.21% | +2,647 | New |
| KCM Investment Advisors LLC | 2,655 | $653.4K | 0.03% | +1,512+132.3% | Added |
| Empirical Finance, LLC | 2,657 | $654.0K | 0.05% | −10.0% | Reduced |
| IHT Wealth Management, LLC | 2,669 | $657.0K | 0.03% | +263+10.9% | Added |
| Schear Investment Advisers, LLC | 2,733 | $672.7K | 0.71% | −20−0.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,742 | $675.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,746 | $676.0K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 2,750 | $676.8K | 0.10% | −1,927−41.2% | Reduced |
| Bragg Financial Advisors, Inc | 2,789 | $686.5K | 0.04% | −47−1.7% | Reduced |
| Audent Global Asset Management, LLC | 2,791 | $686.9K | 0.82% | −4,217−60.2% | Reduced |
| Bessemer Group Inc | 2,793 | $687.0K | 0.00% | −884−24.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,822 | $695.0K | 0.03% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 2,831 | $696.8K | 0.14% | −75−2.6% | Reduced |
| Colony Group LLC | 2,831 | $697.0K | 0.01% | −29−1.0% | Reduced |
| Copperwynd Financial, LLC | 2,855 | $702.8K | 0.33% | +38+1.3% | Added |
| Sequoia Financial Advisors, LLC | 2,858 | $703.4K | 0.01% | +900+46.0% | Added |
| Aries Wealth Management | 2,865 | $705.2K | 0.27% | +9+0.3% | Added |
| Advanced Portfolio Management, LLC | 2,866 | $705.4K | 0.65% | +2,866 | New |
| Benjamin F. Edwards & Company, Inc. | 2,889 | $711.0K | 0.03% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 2,892 | $711.8K | 0.24% | −555−16.1% | Reduced |
| Meeder Advisory Services, Inc. | 2,933 | $721.9K | 0.08% | +119+4.2% | Added |
| Intrust Bank NA | 2,978 | $733.0K | 0.09% | −129−4.2% | Reduced |
| Tectonic Advisors LLC | 2,978 | $733.0K | 0.09% | +294+11.0% | Added |
| Gamco Investors, Inc. Et Al | 3,000 | $738.4K | 0.01% | −1,600−34.8% | Reduced |
| Moneta Group Investment Advisors LLC | 3,009 | $740.6K | 0.02% | −626−17.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,083 | $758.8K | 0.61% | −251−7.5% | Reduced |
| Forum Financial Management, LP | 3,090 | $760.5K | 0.02% | +33+1.1% | Added |
| HMS Capital Management, LLC | 3,121 | $768.1K | 0.47% | −20−0.6% | Reduced |
| First Horizon Advisors, Inc. | 3,121 | $768.2K | 0.03% | +122+4.1% | Added |
| Exchange Capital Management, Inc. | 3,132 | $770.9K | 0.14% | −25−0.8% | Reduced |
| Dover Advisors, LLC | 3,169 | $780.0K | 0.69% | −65−2.0% | Reduced |
| TLWM | 3,175 | $781.5K | 0.23% | +11+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 3,201 | $787.9K | 0.05% | +164+5.4% | Added |
| Haverford Trust Co | 3,227 | $794.3K | 0.01% | −199−5.8% | Reduced |
| Laraway Financial Inc | 3,240 | $797.5K | 0.79% | −194−5.6% | Reduced |
| AE Wealth Management LLC | 3,248 | $799.3K | 0.00% | −12,428−79.3% | Reduced |
| Guardian Capital LP | 3,250 | $799.9K | 0.03% | −2,725−45.6% | Reduced |
| Paragon Advisors, LLC | 3,268 | $804.0K | 0.26% | −2,434−42.7% | Reduced |
| Independent Advisor Alliance | 3,290 | $809.7K | 0.04% | −469−12.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,292 | $810.3K | 0.01% | +533+19.3% | Added |
| Community Capital Management, Inc. | 3,300 | $812.2K | 1.13% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 3,306 | $813.7K | 0.36% | 00.0% | Unchanged |
| Cetera Advisors LLC | 3,317 | $816.5K | 0.01% | +50+1.5% | Added |
| Siemens Fonds Invest GmbH | 3,364 | $823.9K | 0.08% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 3,406 | $838.4K | 0.02% | −1,170−25.6% | Reduced |
| Bleakley Financial Group, LLC | 3,419 | $841.6K | 0.03% | +234+7.3% | Added |
| First National Advisers, LLC | 3,431 | $845.0K | 0.78% | −51−1.5% | Reduced |
| LVW Advisors, LLC | 3,446 | $848.2K | 0.17% | −44−1.3% | Reduced |
| ELCO Management Co., LLC | 3,461 | $851.9K | 0.62% | −390−10.1% | Reduced |
| Anchor Capital Advisors LLC | 3,464 | $852.6K | 0.02% | +3,464 | New |
| Essex Financial Services, Inc. | 3,495 | $860.3K | 0.10% | −188−5.1% | Reduced |
| Gilbert & Cook, Inc. | 3,496 | $860.5K | 0.14% | +1,565+81.0% | Added |
| Meridian Investment Counsel Inc. | 3,510 | $863.9K | 0.31% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 3,529 | $868.5K | 0.21% | +130+3.8% | Added |
| FIL Ltd | 3,549 | $873.5K | 0.00% | −270−7.1% | Reduced |
| Prentice Wealth Management LLC | 3,550 | $873.8K | 0.40% | −139−3.8% | Reduced |
| Pitcairn Co | 3,552 | $874.3K | 0.07% | −44−1.2% | Reduced |
| Boston Private Wealth LLC | 3,569 | $878.5K | 0.02% | −104−2.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,575 | $879.9K | 0.65% | 00.0% | Unchanged |
| Man Group plc | 3,599 | $885.8K | 0.00% | +3,599 | New |
| Segall Bryant & Hamill, LLC | 3,613 | $889.1K | 0.01% | −1,013−21.9% | Reduced |
| Forte Capital LLC | 3,614 | $889.4K | 0.13% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,616 | $890.0K | 0.44% | −228−5.9% | Reduced |
| SFMG, LLC | 3,623 | $891.7K | 0.09% | −34−0.9% | Reduced |
| Parsons Capital Management Inc | 3,637 | $895.2K | 0.07% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,698 | $910.1K | 0.75% | −12−0.3% | Reduced |
| Diamant Asset Management, Inc. | 3,725 | $916.8K | 0.70% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,741 | $921.1K | 0.04% | −189−4.8% | Reduced |
| Lumature Wealth Partners, LLC | 3,752 | $923.4K | 0.55% | −26−0.7% | Reduced |
| Dana Investment Advisors, Inc. | 3,802 | $935.8K | 0.05% | −157−4.0% | Reduced |