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 |
|---|---|---|---|---|---|
| Vantage Financial Partners Ltd., Inc. | 3,826 | $941.7K | 0.52% | +125+3.4% | Added |
| Baker Tilly Wealth Management, LLC | 3,833 | $943.4K | 0.10% | −551−12.6% | Reduced |
| Private Wealth Partners, LLC | 3,855 | $948.8K | 0.09% | −150−3.7% | Reduced |
| Transcend Wealth Collective, LLC | 3,861 | $950.4K | 0.09% | −44−1.1% | Reduced |
| Marion Wealth Management | 3,892 | $958.1K | 0.34% | +89+2.3% | Added |
| Cutler Group LP | 3,932 | $967.0K | 0.23% | +3,377+608.5% | Added |
| Ieq Capital, LLC | 3,952 | $972.7K | 0.02% | −337−7.9% | Reduced |
| Hoertkorn Richard Charles | 4,000 | $984.5K | 0.47% | −1,000−20.0% | Reduced |
| Sandia Investment Management LP | 4,000 | $984.5K | 0.31% | +2,500+166.7% | Added |
| Scott Investment Partners LLP | 4,000 | $985.0K | 2.21% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 4,018 | $988.0K | 0.02% | +291+7.8% | Added |
| Perigon Wealth Management, LLC | 4,059 | $999.0K | 0.04% | +234+6.1% | Added |
| Brinker Capital Investments, LLC | 4,088 | $1.01M | 0.01% | +554+15.7% | Added |
| Orion Portfolio Solutions, LLC | 4,088 | $1.01M | 0.01% | +554+15.7% | Added |
| Tower Research Capital LLC (TRC) | 4,140 | $1.02M | 0.03% | −1,206−22.6% | Reduced |
| CWM, LLC | 4,147 | $1.02M | 0.01% | +337+8.8% | Added |
| Wellington Shields Capital Management, LLC | 4,170 | $1.03M | 0.13% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 4,180 | $1.03M | 0.45% | +388+10.2% | Added |
| Cambria Investment Management, L.P. | 4,200 | $1.03M | 0.09% | −876−17.3% | Reduced |
| Bahl & Gaynor Inc | 4,268 | $1.05M | 0.01% | −247−5.5% | Reduced |
| Spouting Rock Asset Management, LLC | 4,292 | $1.06M | 0.38% | 00.0% | Unchanged |
| Veritable, L.P. | 4,300 | $1.06M | 0.02% | +120+2.9% | Added |
| Venture Visionary Partners LLC | 4,366 | $1.07M | 0.06% | +91+2.1% | Added |
| Magnolia Capital Management Ltd | 4,392 | $1.08M | 0.98% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,408 | $1.09M | 0.01% | −4,434−50.1% | Reduced |
| Tranquility Partners, LLC | 4,427 | $1.09M | 0.47% | +44+1.0% | Added |
| Spire Wealth Management | 4,464 | $1.10M | 0.04% | −162−3.5% | Reduced |
| Meridian Financial Partners LLC | 4,091 | $1.10M | 0.66% | +183+4.7% | Added |
| Raymond James Trust N.A. | 4,476 | $1.10M | 0.03% | −929−17.2% | Reduced |
| Byrne Asset Management LLC | 4,486 | $1.10M | 0.72% | +24+0.5% | Added |
| Advisors Asset Management, Inc. | 4,495 | $1.11M | 0.02% | +649+16.9% | Added |
| Kistler-Tiffany Companies, LLC | 4,516 | $1.11M | 0.18% | +180+4.2% | Added |
| Pictet & Cie (Europe) SA | 4,548 | $1.12M | 0.04% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 4,623 | $1.14M | 1.25% | −724−13.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,639 | $1.14M | 0.03% | −3,034−39.5% | Reduced |
| Wade G W & Inc | 4,670 | $1.15M | 0.04% | +3,434+277.8% | Added |
| Crescent Sterling, Ltd. | 4,673 | $1.15M | 1.09% | +188+4.2% | Added |
| Platform Technology Partners | 4,557 | $1.15M | 0.54% | +154+3.5% | Added |
| Burns J W & Co Inc | 4,675 | $1.15M | 0.18% | −1,001−17.6% | Reduced |
| First Command Bank | 4,710 | $1.16M | 0.11% | +4,460+1,784.0% | Added |
| First Command Financial Services, Inc. | 4,710 | $1.16M | 0.11% | +4,460+1,784.0% | Added |
| Stableford Capital II LLC | 4,334 | $1.16M | 0.52% | +4,334 | New |
| WT Wealth Management | 4,782 | $1.18M | 0.49% | −204−4.1% | Reduced |
| Choate Investment Advisors | 4,825 | $1.19M | 0.05% | +291+6.4% | Added |
| Ancora Advisors, LLC | 4,829 | $1.19M | 0.03% | +3+0.1% | Added |
| Shapiro Capital Management LLC | 4,830 | $1.19M | 0.03% | −200−4.0% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,212 | $1.19M | 0.87% | +981+79.7% | Added |
| Metis Global Partners, LLC | 4,887 | $1.20M | 0.06% | −236−4.6% | Reduced |
| Vinva Investment Management Ltd | 4,890 | $1.21M | 0.11% | +49+1.0% | Added |
| Ballast, Inc. | 4,908 | $1.21M | 0.46% | +293+6.3% | Added |
| Western Wealth Management, LLC | 4,909 | $1.21M | 0.10% | +260+5.6% | Added |
| Waterfront Wealth Inc. | 4,470 | $1.21M | 0.36% | +151+3.5% | Added |
| Independent Solutions Wealth Management, LLC | 4,927 | $1.21M | 0.33% | −86−1.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,936 | $1.21M | 0.06% | +116+2.4% | Added |
| Neumann Capital Management, LLC | 4,957 | $1.22M | 0.51% | 00.0% | Unchanged |
| Garner Asset Management Corp | 4,996 | $1.23M | 0.71% | −1,366−21.5% | Reduced |
| Caldwell Trust Co | 5,038 | $1.24M | 0.16% | −226−4.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,086 | $1.25M | 0.03% | −17−0.3% | Reduced |
| Fairbanks Capital Management, Inc. | 5,095 | $1.25M | 0.98% | −130−2.5% | Reduced |
| First Hawaiian Bank | 5,098 | $1.25M | 0.04% | −577−10.2% | Reduced |
| Brown Advisory Inc | 5,143 | $1.27M | 0.00% | −28−0.5% | Reduced |
| Fiduciary Trust Co | 5,160 | $1.27M | 0.02% | +184+3.7% | Added |
| ISAM Funds (UK) Ltd | 5,206 | $1.28M | 1.14% | +2,645+103.3% | Added |
| Vestmark Advisory Solutions, Inc. | 5,218 | $1.28M | 0.05% | +87+1.7% | Added |
| Wealth Advisors of Tampa Bay, LLC | 5,235 | $1.29M | 0.71% | −10.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,279 | $1.30M | 0.10% | −9−0.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,283 | $1.30M | 0.00% | −30,799−85.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,284 | $1.30M | 0.02% | −779−12.8% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $1.30M | 1.22% | 00.0% | Unchanged |
| Kennedy Investment Group | 5,322 | $1.31M | 0.77% | −42−0.8% | Reduced |
| APG Asset Management N.V. | 5,964 | $1.35M | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 5,482 | $1.35M | 0.77% | −24−0.4% | Reduced |
| Emerald Advisers, LLC | 5,495 | $1.35M | 0.06% | +5,495 | New |
| Comerica Securities,inc. | 5,524 | $1.36M | 0.09% | −19−0.3% | Reduced |
| Cumberland Partners Ltd | 5,535 | $1.36M | 0.12% | +5,535 | New |
| Aberdeen Wealth Management LLC | 5,655 | $1.39M | 1.01% | 00.0% | Unchanged |
| Trust Investment Advisors | 5,685 | $1.40M | 1.13% | +215+3.9% | Added |
| Crossmark Global Holdings, Inc. | 5,145 | $1.40M | 0.03% | −271−5.0% | Reduced |
| Bryn Mawr Trust Co | 5,700 | $1.40M | 0.06% | −200−3.4% | Reduced |
| Jacobi Capital Management LLC | 5,704 | $1.40M | 0.16% | +448+8.5% | Added |
| Tredje AP-fonden | 5,724 | $1.41M | 0.02% | +947+19.8% | Added |
| Great Valley Advisor Group, Inc. | 5,733 | $1.41M | 0.06% | +212+3.8% | Added |
| Evergreen Wealth Solutions, LLC | 5,753 | $1.42M | 1.43% | +198+3.6% | Added |
| McDonald Partners LLC | 5,774 | $1.42M | 0.43% | +17+0.3% | Added |
| Belpointe Asset Management LLC | 5,785 | $1.42M | 0.15% | −1,013−14.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,788 | $1.43M | 0.11% | +11+0.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,820 | $1.43M | 0.59% | −89−1.5% | Reduced |
| Benedict Financial Advisors Inc | 5,908 | $1.45M | 0.40% | +16+0.3% | Added |
| Worldquant Millennium Advisors LLC | 5,948 | $1.46M | 0.02% | +5,948 | New |
| Wambolt & Associates, LLC | 5,980 | $1.47M | 0.52% | −920−13.3% | Reduced |
| Hancock Whitney Corp | 5,979 | $1.47M | 0.06% | −63,639−91.4% | Reduced |
| Miller Investment Management, LP | 6,000 | $1.48M | 0.23% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,129 | $1.51M | 0.05% | −144−2.3% | Reduced |
| Cim Investment Mangement Inc | 6,134 | $1.51M | 0.51% | +22+0.4% | Added |
| Advisor Partners II, LLC | 6,144 | $1.51M | 0.07% | +563+10.1% | Added |
| XTX Topco Ltd | 6,202 | $1.53M | 0.27% | −2,018−24.5% | Reduced |
| MidWestOne Financial Group, Inc. | 6,227 | $1.53M | 0.33% | +931+17.6% | Added |
| Clearstead Advisors, LLC | 6,376 | $1.57M | 0.10% | +2,264+55.1% | Added |
| Atria Wealth Solutions, Inc. | 6,468 | $1.59M | 0.02% | +1,428+28.3% | Added |
| Aviva PLC | 6,544 | $1.61M | 0.01% | +759+13.1% | Added |