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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 10,763 | $2.65M | 0.01% | +944+9.6% | Added |
| Ar Asset Management Inc | 10,875 | $2.68M | 0.72% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,961 | $2.70M | 0.07% | +686+6.7% | Added |
| Coastline Trust Co | 11,113 | $2.74M | 0.38% | −465−4.0% | Reduced |
| Vista Investment Management | 11,117 | $2.74M | 1.39% | −96−0.9% | Reduced |
| TBH Global Asset Management, LLC | 11,133 | $2.74M | 0.54% | +64+0.6% | Added |
| Hartford Investment Management Co | 11,329 | $2.79M | 0.10% | −2,514−18.2% | Reduced |
| Private Trust Co NA | 11,421 | $2.81M | 0.35% | −255−2.2% | Reduced |
| Hudson Bay Capital Management LP | 11,430 | $2.81M | 0.03% | +11,430 | New |
| Palisade Capital Management LLC | 11,460 | $2.82M | 0.08% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 11,488 | $2.83M | 0.05% | −1,486−11.5% | Reduced |
| Stratos Wealth Partners, LTD. | 11,638 | $2.86M | 0.06% | +1,022+9.6% | Added |
| Maryland State Retirement & Pension System | 11,681 | $2.88M | 0.06% | −306−2.6% | Reduced |
| Capital International Sarl | 11,798 | $2.90M | 0.13% | −229−1.9% | Reduced |
| City Holding Co | 11,862 | $2.92M | 0.50% | −565−4.5% | Reduced |
| Cox Capital Mgt LLC | 11,888 | $2.93M | 2.16% | −383−3.1% | Reduced |
| Meridian Management Co | 12,016 | $2.96M | 0.93% | −150−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 12,230 | $3.01M | 0.05% | −405−3.2% | Reduced |
| Intech Investment Management LLC | 12,266 | $3.02M | 0.03% | +737+6.4% | Added |
| Parallax Volatility Advisers, L.P. | 12,385 | $3.05M | 0.10% | +2,892+30.5% | Added |
| Oregon Public Employees Retirement Fund | 12,521 | $3.08M | 0.04% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 12,526 | $3.08M | 0.17% | −432−3.3% | Reduced |
| Norinchukin Bank, The | 12,527 | $3.08M | 0.05% | +948+8.2% | Added |
| Armstrong Shaw Associates Inc | 12,531 | $3.08M | 3.14% | −1,559−11.1% | Reduced |
| Teacher Retirement System of Texas | 12,556 | $3.09M | 0.02% | −5,906−32.0% | Reduced |
| Daiwa Securities Group Inc. | 12,881 | $3.17M | 0.02% | −109−0.8% | Reduced |
| Herbst Group, LLC | 12,896 | $3.17M | 2.19% | −100−0.8% | Reduced |
| Kentucky Retirement Systems | 12,964 | $3.19M | 0.11% | +127+1.0% | Added |
| South Dakota Investment Council | 13,153 | $3.24M | 0.07% | +262+2.0% | Added |
| Aureus Asset Management, LLC | 13,178 | $3.24M | 0.24% | +12,267+1,346.5% | Added |
| HBK Sorce Advisory LLC | 13,359 | $3.29M | 0.14% | +21+0.2% | Added |
| Securian Asset Management, Inc | 13,475 | $3.32M | 0.09% | −182−1.3% | Reduced |
| First Trust Advisors LP | 13,496 | $3.32M | 0.00% | −17,596−56.6% | Reduced |
| Hoylecohen, LLC | 13,511 | $3.33M | 0.29% | −929−6.4% | Reduced |
| Cypress Asset Management Inc | 13,618 | $3.36M | 1.08% | +31+0.2% | Added |
| Elo Mutual Pension Insurance Co | 13,665 | $3.36M | 0.10% | +411+3.1% | Added |
| AXA S.A. | 13,859 | $3.41M | 0.01% | −32−0.2% | Reduced |
| Commerce Bank | 13,929 | $3.43M | 0.03% | −616−4.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,990 | $3.44M | 0.05% | +107+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 14,143 | $3.48M | 0.05% | −191−1.3% | Reduced |
| Narwhal Capital Management | 14,233 | $3.50M | 0.41% | +892+6.7% | Added |
| Private Asset Management Inc | 14,504 | $3.57M | 0.69% | −2,754−16.0% | Reduced |
| Kestra Private Wealth Services, LLC | 14,692 | $3.62M | 0.12% | +2,531+20.8% | Added |
| British Columbia Investment Management Corp | 14,973 | $3.69M | 0.03% | +193+1.3% | Added |
| Hohimer Wealth Management, LLC | 14,996 | $3.69M | 1.02% | −430−2.8% | Reduced |
| Varma Mutual Pension Insurance Co | 15,000 | $3.69M | 0.04% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15,010 | $3.69M | 0.62% | −1,004−6.3% | Reduced |
| Burney Co | 15,268 | $3.76M | 0.17% | +50+0.3% | Added |
| BKD Wealth Advisors, LLC | 15,274 | $3.76M | 0.11% | +6,159+67.6% | Added |
| Bogart Wealth, LLC | 15,325 | $3.77M | 0.24% | −4,853−24.1% | Reduced |
| Tower Bridge Advisors | 15,349 | $3.78M | 0.35% | −7,275−32.2% | Reduced |
| Sand Hill Global Advisors, LLC | 15,351 | $3.78M | 0.19% | +756+5.2% | Added |
| Public Sector Pension Investment Board | 15,475 | $3.81M | 0.03% | −2,335−13.1% | Reduced |
| Warren Averett Asset Management, LLC | 15,604 | $3.84M | 0.17% | −453−2.8% | Reduced |
| Pacer Advisors, Inc. | 15,749 | $3.88M | 0.02% | +3,834+32.2% | Added |
| Allianz Asset Management GmbH | 15,790 | $3.89M | 0.01% | −1,290−7.6% | Reduced |
| Quantitative Investment Management, LLC | 15,898 | $3.91M | 0.37% | +10,231+180.5% | Added |
| Patton Albertson Miller Group, LLC | 16,095 | $3.96M | 0.77% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 16,115 | $3.97M | 0.34% | +16,115 | New |
| SG Americas Securities, LLC | 16,142 | $3.97M | 0.03% | +15,381+2,021.2% | Added |
| Beacon Pointe Advisors, LLC | 16,146 | $3.97M | 0.07% | −2,660−14.1% | Reduced |
| Toth Financial Advisory Corp | 16,193 | $3.99M | 0.58% | +99+0.6% | Added |
| Picton Mahoney Asset Management | 16,225 | $3.99M | 0.20% | −2,445−13.1% | Reduced |
| Citizens Business Bank | 16,590 | $4.08M | 0.91% | −591−3.4% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 16,656 | $4.10M | 1.35% | −45−0.3% | Reduced |
| Coldstream Capital Management Inc | 16,726 | $4.12M | 0.13% | −90−0.5% | Reduced |
| Fulton Bank, N.A. | 16,788 | $4.13M | 0.20% | +2,471+17.3% | Added |
| Oak Asset Management, LLC | 16,902 | $4.16M | 1.72% | +340+2.1% | Added |
| D. E. Shaw & Co., Inc. | 17,123 | $4.21M | 0.01% | −316,212−94.9% | Reduced |
| Valeo Financial Advisors, LLC | 31,883 | $4.22M | 0.19% | +58+0.2% | Added |
| Aviance Capital Partners, LLC | 17,241 | $4.24M | 0.90% | +40.0% | Added |
| First Manhattan Co | 17,268 | $4.25M | 0.02% | −75−0.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 18,395 | $4.26M | 1.07% | 00.0% | Unchanged |
| Alta Capital Management LLC | 17,494 | $4.31M | 0.30% | −35,810−67.2% | Reduced |
| Cetera Advisor Networks LLC | 17,574 | $4.33M | 0.03% | −248−1.4% | Reduced |
| Private Advisor Group, LLC | 16,803 | $4.33M | 0.04% | +490+3.0% | Added |
| River Wealth Advisors LLC | 17,632 | $4.34M | 0.74% | +383+2.2% | Added |
| South State Corp. | 17,771 | $4.37M | 0.39% | +3,083+21.0% | Added |
| Bailard, Inc. | 17,869 | $4.40M | 0.15% | −578−3.1% | Reduced |
| Sandy Spring Bank | 17,882 | $4.40M | 0.23% | −329−1.8% | Reduced |
| Wolverine Trading, LLC | 17,903 | $4.42M | 0.06% | +10,784+151.5% | Added |
| Kavar Capital Partners Group, LLC | 18,074 | $4.45M | 0.95% | −205−1.1% | Reduced |
| Joho Capital LLC | 18,215 | $4.48M | 0.90% | 00.0% | Unchanged |
| Resources Management Corp | 18,225 | $4.49M | 0.70% | +12,675+228.4% | Added |
| Peddock Capital Advisors, LLC | 18,412 | $4.53M | 1.49% | +188+1.0% | Added |
| DuPont Capital Management Corp | 18,553 | $4.57M | 0.22% | +2,662+16.8% | Added |
| Parallel Advisors, LLC | 18,564 | $4.57M | 0.15% | +405+2.2% | Added |
| Addison Capital Co | 18,637 | $4.59M | 3.27% | +80.0% | Added |
| Nissay Asset Management Corp | 18,677 | $4.60M | 0.04% | −250−1.3% | Reduced |
| Alpha Omega Wealth Management LLC | 18,719 | $4.61M | 0.78% | −444−2.3% | Reduced |
| HBW Advisory Services LLC | 18,835 | $4.64M | 1.01% | +194+1.0% | Added |
| CIBC World Markets Corp | 18,893 | $4.65M | 0.04% | +10,683+130.1% | Added |
| Czech National Bank | 19,089 | $4.70M | 0.11% | −38−0.2% | Reduced |
| Camden National Bank | 19,104 | $4.70M | 0.92% | −47−0.2% | Reduced |
| Cetera Investment Advisers | 19,212 | $4.73M | 0.04% | −1,510−7.3% | Reduced |
| Kestra Advisory Services, LLC | 19,315 | $4.75M | 0.05% | −69−0.4% | Reduced |
| Atria Investments LLC | 19,347 | $4.76M | 0.09% | +1,132+6.2% | Added |
| Storebrand Asset Management AS | 19,571 | $4.82M | 0.02% | +7,906+67.8% | Added |
| VGI Partners Ltd | 19,600 | $4.82M | 1.04% | +19,600 | New |
| Strategic Wealth Partners, Ltd. | 19,805 | $4.87M | 0.63% | −11−0.1% | Reduced |