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 |
|---|---|---|---|---|---|
| Kraematon Investment Advisors, Inc | 1,252 | $308.1K | 0.34% | +2+0.2% | Added |
| Farmers Trust Co | 1,250 | $307.7K | 0.07% | −66−5.0% | Reduced |
| Investors Asset Management of Georgia Inc | 1,240 | $305.1K | 0.16% | +1+0.1% | Added |
| Hills Bank & Trust Co | 1,238 | $304.7K | 0.04% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,236 | $304.2K | 0.07% | +1,236 | New |
| Financial Advisory Service, Inc. | 1,234 | $303.8K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,188 | $303.6K | 0.03% | +1,188 | New |
| Baron Wealth Management LLC | 1,232 | $303.2K | 0.19% | +123+11.1% | Added |
| Two Sigma Securities, LLC | 1,219 | $300.0K | 0.02% | −3,398−73.6% | Reduced |
| Silver Oak Securities, Inc | 1,214 | $299.0K | 0.05% | −83−6.4% | Reduced |
| Almanack Investment Partners, LLC. | 1,214 | $298.9K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 1,205 | $296.6K | 0.07% | −853−41.4% | Reduced |
| Harbour Investments, Inc. | 1,204 | $296.5K | 0.01% | −849−41.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,200 | $295.4K | 0.02% | −143−10.6% | Reduced |
| Boston Trust Walden Corp | 1,200 | $295.4K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,200 | $295.4K | 0.00% | +1,200 | New |
| United Capital Financial Advisers, LLC | 1,185 | $291.7K | 0.00% | −998−45.7% | Reduced |
| Patriot Investment Management Inc. | 1,182 | $290.9K | 0.02% | −335−22.1% | Reduced |
| ASB Consultores, LLC | 1,169 | $287.7K | 0.14% | −612−34.4% | Reduced |
| Centurion Wealth Management LLC | 1,160 | $285.5K | 0.14% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,157 | $284.8K | 0.03% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,151 | $283.4K | 0.03% | −138−10.7% | Reduced |
| Integrated Advisors Network LLC | 1,144 | $281.6K | 0.02% | −18−1.5% | Reduced |
| Arkadios Wealth Advisors | 1,142 | $281.0K | 0.03% | −55−4.6% | Reduced |
| PGGM Investments | 1,120 | $276.0K | 0.00% | −10,208−90.1% | Reduced |
| Strategic Investment Solutions, Inc. | 1,136 | $275.9K | 0.06% | +4+0.4% | Added |
| Socha Financial Group, LLC | 1,113 | $273.9K | 0.14% | +4+0.4% | Added |
| Monarch Capital Management Inc | 1,111 | $273.5K | 0.08% | 00.0% | Unchanged |
| Tobam | 1,104 | $272.0K | 0.02% | +139+14.4% | Added |
| Arlington Partners LLC | 1,104 | $271.7K | 0.04% | +1,039+1,598.5% | Added |
| Strategic Financial Concepts, LLC | 1,100 | $270.7K | 0.10% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 1,094 | $269.3K | 0.17% | −10−0.9% | Reduced |
| Knuff & Co LLC | 1,093 | $269.0K | 0.10% | +1+0.1% | Added |
| Gulf International Bank (UK) Ltd | 1,094 | $269.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,077 | $265.1K | 0.01% | +1,077 | New |
| Cladis Investment Advisory, LLC | 1,075 | $264.6K | 0.23% | −30−2.7% | Reduced |
| Claybrook Capital, LLC | 1,069 | $263.1K | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,067 | $262.6K | 0.01% | +1,067 | New |
| Headinvest, LLC | 978 | $261.8K | 0.06% | +5+0.5% | Added |
| Lewis Capital Management, LLC | 1,063 | $261.6K | 0.37% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,061 | $261.0K | 0.10% | 00.0% | Unchanged |
| Goodwin Daniel L | 1,058 | $260.4K | 0.12% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 1,057 | $260.2K | 0.11% | +1,057 | New |
| Castle Rock Wealth Management, LLC | 1,035 | $259.9K | 0.09% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,055 | $259.8K | 0.10% | +3+0.3% | Added |
| Financial Advisory Corp | 1,054 | $259.0K | 0.12% | +1,054 | New |
| Viawealth, LLC | 1,052 | $258.9K | 0.19% | −114−9.8% | Reduced |
| M Holdings Securities, Inc. | 1,050 | $258.0K | 0.05% | −588−35.9% | Reduced |
| Penserra Capital Management LLC | 1,050 | $257.0K | 0.01% | +1,040+10,400.0% | Added |
| PFG Advisors | 1,043 | $256.7K | 0.02% | −91−8.0% | Reduced |
| Roman Butler Fullerton & Co | 957 | $256.3K | 0.12% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 1,040 | $256.1K | 0.09% | 00.0% | Unchanged |
| Arvest Trust Co N A | 934 | $254.8K | 0.02% | −188−16.8% | Reduced |
| Advisory Research Inc | 1,033 | $254.3K | 0.03% | +1,033 | New |
| Shelton Capital Management | 1,027 | $252.8K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,025 | $252.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 1,021 | $251.3K | 0.00% | −674−39.8% | Reduced |
| Vantage Consulting Group Inc | 1,012 | $249.1K | 0.14% | −188−15.7% | Reduced |
| Syntax Advisors, LLC | 1,012 | $249.1K | 0.20% | −188−15.7% | Reduced |
| Clare Market Investments LLC | 1,008 | $248.2K | 0.09% | −561−35.8% | Reduced |
| Claro Advisors LLC | 1,008 | $248.1K | 0.06% | −27−2.6% | Reduced |
| Boston Family Office LLC | 1,009 | $248.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,005 | $247.3K | 0.19% | +2+0.2% | Added |
| Buckley Wealth Management, LLC | 1,000 | $246.1K | 0.08% | −211−17.4% | Reduced |
| German American Bancorp, Inc. | 1,000 | $246.1K | 0.03% | −1−0.1% | Reduced |
| BEAM Asset Management, LLC | 1,000 | $246.1K | 0.17% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $246.1K | 0.07% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,000 | $246.0K | 0.01% | −3−0.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $246.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $246.0K | 0.11% | 00.0% | Unchanged |
| Signaturefd, LLC | 996 | $245.1K | 0.01% | +1+0.1% | Added |
| Shelton Wealth Management, LLC | 993 | $244.4K | 0.19% | +25+2.6% | Added |
| 9258 Wealth Management, LLC | 990 | $243.7K | 0.05% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 894 | $243.6K | 0.08% | −7,080−88.8% | Reduced |
| Fortis Capital Advisors, LLC | 988 | $243.2K | 0.14% | +988 | New |
| Conning Inc. | 987 | $242.9K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 986 | $242.7K | 0.11% | −131−11.7% | Reduced |
| EverSource Wealth Advisors, LLC | 985 | $242.5K | 0.03% | +50+5.3% | Added |
| Cohen Investment Advisors LLC | 982 | $241.7K | 0.19% | −16−1.6% | Reduced |
| Oak Thistle LLC | 982 | $241.7K | 0.13% | +982 | New |
| Fortis Advisors, LLC | 981 | $241.5K | 0.17% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 979 | $241.0K | 0.00% | +4+0.4% | Added |
| Naviter Wealth, LLC | 979 | $241.0K | 0.06% | +979 | New |
| NorthCrest Asset Manangement, LLC | 978 | $240.7K | 0.01% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 977 | $240.5K | 0.14% | 00.0% | Unchanged |
| Tompkins Financial Corp | 977 | $240.5K | 0.04% | +827+551.3% | Added |
| Avidian Wealth Solutions, LLC | 974 | $239.6K | 0.02% | −456−31.9% | Reduced |
| Regatta Capital Group, LLC | 965 | $237.5K | 0.08% | +965 | New |
| Intrua Financial, LLC | 962 | $236.7K | 0.04% | +1+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 939 | $231.0K | 0.03% | −372−28.4% | Reduced |
| Wallace Advisory Group, LLC | 1,019 | $230.2K | 0.18% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 934 | $229.8K | 0.15% | +4+0.4% | Added |
| WNY Asset Management, LLC | 932 | $229.4K | 0.05% | +1+0.1% | Added |
| Baxter Bros Inc | 925 | $227.7K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 925 | $227.7K | 0.07% | 00.0% | Unchanged |
| Summit X, LLC | 924 | $227.6K | 0.06% | +33+3.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 919 | $226.2K | 0.04% | 00.0% | Unchanged |
| Modus Advisors, LLC | 918 | $225.9K | 0.10% | −89−8.8% | Reduced |
| Welch Group, LLC | 917 | $225.7K | 0.01% | −91−9.0% | Reduced |
| SageView Advisory Group, LLC | 916 | $225.4K | 0.01% | +916 | New |