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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 6,547 | $1.61M | 0.03% | −4,989−43.2% | Reduced |
| Oppenheimer & Co Inc | 6,563 | $1.62M | 0.03% | +27+0.4% | Added |
| Umb Bank N A | 6,586 | $1.62M | 0.02% | −80−1.2% | Reduced |
| Marco Investment Management LLC | 6,651 | $1.64M | 0.18% | +225+3.5% | Added |
| Gotham Asset Management, LLC | 6,703 | $1.65M | 0.04% | −6,631−49.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,743 | $1.66M | 0.02% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 6,797 | $1.67M | 1.54% | −299−4.2% | Reduced |
| Keybank National Association | 6,797 | $1.67M | 0.01% | +232+3.5% | Added |
| Shorepoint Capital Partners LLC | 6,912 | $1.70M | 0.48% | +6,912 | New |
| Pflug Koory, LLC | 6,971 | $1.72M | 0.87% | −25−0.4% | Reduced |
| BDO Wealth Advisors, LLC | 6,982 | $1.72M | 0.20% | +77+1.1% | Added |
| MAI Capital Management | 7,009 | $1.73M | 0.03% | −136−1.9% | Reduced |
| Metropolitan Life Insurance Co | 7,027 | $1.73M | 0.08% | −235−3.2% | Reduced |
| SWS Partners | 7,047 | $1.73M | 0.63% | −40−0.6% | Reduced |
| HM Payson & Co | 7,058 | $1.74M | 0.04% | −885−11.1% | Reduced |
| Pathstone Family Office, LLC | 7,123 | $1.75M | 0.02% | +683+10.6% | Added |
| Kingsview Wealth Management, LLC | 7,131 | $1.76M | 0.07% | −49−0.7% | Reduced |
| Essex Investment Management Co LLC | 7,144 | $1.76M | 0.25% | −960−11.8% | Reduced |
| IFP Advisors, Inc | 7,901 | $1.76M | 0.09% | −214−2.6% | Reduced |
| We Are One Seven, LLC | 7,164 | $1.76M | 0.16% | −151−2.1% | Reduced |
| Prudential PLC | 7,179 | $1.77M | 0.02% | +571+8.6% | Added |
| Zevenbergen Capital Investments LLC | 7,200 | $1.77M | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 7,332 | $1.80M | 0.09% | −2,498−25.4% | Reduced |
| West Oak Capital, LLC | 7,368 | $1.81M | 0.88% | −15−0.2% | Reduced |
| Redwood Investments, LLC | 7,389 | $1.82M | 0.22% | −249−3.3% | Reduced |
| Citizens National Bank Trust Department | 7,390 | $1.82M | 0.48% | −220−2.9% | Reduced |
| Pinnacle Financial Partners Inc | 7,452 | $1.83M | 0.05% | +15+0.2% | Added |
| Gs Investments, Inc. | 7,485 | $1.84M | 1.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 7,487 | $1.84M | 0.26% | −7,052−48.5% | Reduced |
| Webster Bank, N. A. | 7,529 | $1.85M | 0.24% | −223−2.9% | Reduced |
| Nordea Investment Management AB | 7,622 | $1.85M | 0.00% | −12,300−61.7% | Reduced |
| TD Private Client Wealth LLC | 7,536 | $1.85M | 0.08% | −476−5.9% | Reduced |
| Synovus Financial Corp | 7,549 | $1.86M | 0.02% | −718−8.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.86M | 0.04% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 7,587 | $1.87M | 0.07% | −56−0.7% | Reduced |
| Intellectus Partners, LLC | 7,603 | $1.87M | 0.56% | −4,623−37.8% | Reduced |
| Executive Wealth Management, LLC | 7,617 | $1.87M | 0.19% | +2,618+52.4% | Added |
| Condor Capital Management | 7,636 | $1.88M | 0.23% | +32+0.4% | Added |
| Silvercrest Asset Management Group LLC | 7,758 | $1.91M | 0.01% | −139−1.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,769 | $1.91M | 0.19% | +5,425+231.4% | Added |
| Triangle Securities Wealth Management | 7,772 | $1.91M | 0.66% | −231−2.9% | Reduced |
| Ostrum Asset Management | 7,822 | $1.93M | 0.16% | +6+0.1% | Added |
| Moody National Bank Trust Division | 7,824 | $1.93M | 0.13% | +125+1.6% | Added |
| Archon Partners LLC | 7,825 | $1.93M | 0.29% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,878 | $1.94M | 0.00% | −124−1.5% | Reduced |
| PFS Investments Inc. | 7,890 | $1.94M | 0.03% | +480+6.5% | Added |
| New Mexico Educational Retirement Board | 7,921 | $1.95M | 0.09% | +400+5.3% | Added |
| Coastal Investment Advisors, Inc. | 7,942 | $1.95M | 0.43% | −1,079−12.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,029 | $1.98M | 0.03% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 8,049 | $1.98M | 2.21% | −140−1.7% | Reduced |
| Argent Trust Co | 8,076 | $1.99M | 0.11% | +4,406+120.1% | Added |
| Aristotle Atlantic Partners, LLC | 8,117 | $2.00M | 0.08% | +6,001+283.6% | Added |
| JustInvest LLC | 8,152 | $2.01M | 0.06% | +1,451+21.7% | Added |
| Girard Partners Ltd. | 8,171 | $2.01M | 0.21% | −17,962−68.7% | Reduced |
| Oppenheimer Asset Management Inc. | 8,339 | $2.05M | 0.03% | +640+8.3% | Added |
| Twin Tree Management, LP | 8,369 | $2.06M | 0.04% | +8,369 | New |
| Fernwood Investment Management, LLC | 8,410 | $2.07M | 0.73% | +32+0.4% | Added |
| HCR Wealth Advisors | 8,483 | $2.09M | 0.39% | +188+2.3% | Added |
| National Asset Management, Inc. | 8,636 | $2.13M | 0.05% | +41+0.5% | Added |
| Robeco Institutional Asset Management B.V. | 8,662 | $2.13M | 0.01% | −1,941−18.3% | Reduced |
| Capital Analysts, LLC | 8,692 | $2.14M | 0.12% | −152−1.7% | Reduced |
| Montag A & Associates Inc | 8,722 | $2.15M | 0.13% | −785−8.3% | Reduced |
| Northstar Asset Management LLC | 8,743 | $2.15M | 0.59% | −75−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 8,749 | $2.15M | 0.04% | 00.0% | Unchanged |
| Winton Group Ltd | 8,786 | $2.16M | 0.18% | +8,786 | New |
| Panagora Asset Management Inc | 8,980 | $2.21M | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 9,129 | $2.25M | 0.25% | −24−0.3% | Reduced |
| WD Rutherford LLC | 9,135 | $2.25M | 1.44% | −385−4.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 9,206 | $2.27M | 0.01% | +349+3.9% | Added |
| Toroso Investments, LLC | 9,255 | $2.28M | 0.07% | +3,414+58.4% | Added |
| WealthPlan Investment Management, LLC | 9,315 | $2.29M | 0.68% | −12,685−57.7% | Reduced |
| Baldwin Investment Management, LLC | 9,425 | $2.32M | 0.38% | −375−3.8% | Reduced |
| Wunderlich Capital Managemnt | 9,467 | $2.33M | 1.14% | +33+0.3% | Added |
| Cresset Asset Management, LLC | 9,491 | $2.34M | 0.02% | +7,325+338.2% | Added |
| Cobblestone Capital Advisors LLC | 9,493 | $2.34M | 0.16% | +20.0% | Added |
| Xcel Wealth Management, LLC | 9,564 | $2.35M | 0.74% | −95−1.0% | Reduced |
| Richard Bernstein Advisors LLC | 9,687 | $2.38M | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,717 | $2.39M | 0.02% | −3,429−26.1% | Reduced |
| Fayez Sarofim & Co | 9,720 | $2.39M | 0.01% | −37,700−79.5% | Reduced |
| Griffin Asset Management, Inc. | 9,731 | $2.40M | 0.32% | +45+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 9,846 | $2.42M | 0.09% | −625−6.0% | Reduced |
| Lee Danner & Bass Inc | 9,870 | $2.43M | 0.21% | +30+0.3% | Added |
| Lazard Asset Management LLC | 9,949 | $2.45M | 0.00% | +1,528+18.1% | Added |
| Louisiana State Employees Retirement System | 10,000 | $2.46M | 0.05% | −600−5.7% | Reduced |
| EULAV Asset Management | 10,000 | $2.46M | 0.09% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 10,063 | $2.48M | 0.56% | +561+5.9% | Added |
| Jump Financial, LLC | 10,069 | $2.48M | 0.09% | +8,110+414.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 10,115 | $2.49M | 1.42% | −100−1.0% | Reduced |
| Leeward Financial Partners, LLC | 10,210 | $2.51M | 1.44% | +525+5.4% | Added |
| Group One Trading, L.P. | 10,234 | $2.52M | 0.11% | +10,234 | New |
| Mercer Global Advisors Inc | 10,267 | $2.53M | 0.01% | −84−0.8% | Reduced |
| Robbins Farley LLC | 10,289 | $2.53M | 1.84% | −332−3.1% | Reduced |
| Banque Pictet & Cie SA | 10,294 | $2.53M | 0.02% | −1,703−14.2% | Reduced |
| Shelter Mutual Insurance Co | 10,300 | $2.54M | 0.62% | 00.0% | Unchanged |
| Andra AP-fonden | 10,300 | $2.54M | 0.06% | +5,900+134.1% | Added |
| Trivant Custom Portfolio Group, LLC | 10,397 | $2.56M | 1.80% | +154+1.5% | Added |
| Northcape Wealth Management, LLC | 10,525 | $2.59M | 0.93% | +87+0.8% | Added |
| Candriam Luxembourg S.C.A. | 10,555 | $2.60M | 0.02% | −430−3.9% | Reduced |
| Level Four Advisory Services, LLC | 10,753 | $2.65M | 0.16% | +142+1.3% | Added |
| ExodusPoint Capital Management, LP | 10,754 | $2.65M | 0.03% | −46,774−81.3% | Reduced |