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 |
|---|---|---|---|---|---|
| First National Bank & Trust Co of Newtown | 913 | $224.7K | 0.05% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 904 | $222.5K | 0.03% | +5+0.6% | Added |
| Freestone Capital Holdings, LLC | 901 | $221.7K | 0.01% | +901 | New |
| Seed Wealth Management, Inc. | 900 | $221.5K | 0.23% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 896 | $220.5K | 0.65% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 895 | $220.3K | 0.04% | −48−5.1% | Reduced |
| Waldron Private Wealth LLC | 893 | $219.8K | 0.01% | −697−43.8% | Reduced |
| First Citizens Financial Corp | 891 | $219.3K | 0.15% | +891 | New |
| Columbia Trust Co 01012016 | 883 | $217.3K | 0.12% | +883 | New |
| Callahan Advisors, LLC | 881 | $216.8K | 0.03% | +881 | New |
| Inscription Capital, LLC | 880 | $216.6K | 0.07% | +880 | New |
| Greenfield Savings Bank | 877 | $215.9K | 0.15% | +877 | New |
| Portside Wealth Group, LLC | 873 | $214.9K | 0.04% | +873 | New |
| Gilman Hill Asset Management, LLC | 870 | $214.1K | 0.04% | +870 | New |
| NewEdge Wealth, LLC | 866 | $213.1K | 0.01% | −57−6.2% | Reduced |
| First Affirmative Financial Network | 856 | $210.6K | 0.21% | −201−19.0% | Reduced |
| Brighton Jones LLC | 850 | $209.3K | 0.01% | +850 | New |
| Stockman Wealth Management, Inc. | 850 | $209.2K | 0.04% | +850 | New |
| Cable Hill Partners, LLC | 850 | $209.2K | 0.03% | +850 | New |
| Sonata Capital Group Inc | 850 | $209.0K | 0.11% | +850 | New |
| Carlson Capital Management | 846 | $208.2K | 0.01% | +846 | New |
| Wealth Effects LLC | 845 | $208.1K | 0.09% | +845 | New |
| Benin Management CORP | 840 | $206.7K | 0.07% | +840 | New |
| Dorsey & Whitney Trust CO LLC | 833 | $205.0K | 0.02% | +833 | New |
| Smithfield Trust Co | 823 | $205.0K | 0.01% | +37+4.7% | Added |
| Gladstone Institutional Advisory LLC | 831 | $204.6K | 0.01% | −57−6.4% | Reduced |
| Green Square Capital Advisors LLC | 818 | $201.4K | 0.03% | +818 | New |
| Fortitude Advisory Group L.L.C. | 815 | $200.6K | 0.15% | +815 | New |
| Cary Street Partner Investment Advisory LLC | 773 | $190.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 753 | $185.3K | 0.02% | −51−6.3% | Reduced |
| Creative Financial Designs Inc | 716 | $176.2K | 0.02% | −7−1.0% | Reduced |
| Proequities, Inc. | 714 | $175.7K | 0.01% | −18−2.5% | Reduced |
| Coppell Advisory Solutions LLC | 698 | $172.2K | 0.05% | +698 | New |
| Park Place Capital Corp | 691 | $170.1K | 0.05% | +465+205.8% | Added |
| TSFG, LLC | 658 | $162.0K | 0.06% | −25−3.7% | Reduced |
| Rosenberg Matthew Hamilton | 655 | $161.3K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 654 | $161.0K | 0.01% | +61+10.3% | Added |
| Grove Bank & Trust | 646 | $159.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 646 | $159.0K | 0.04% | +125+24.0% | Added |
| Acadian Asset Management LLC | 637 | $156.0K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 626 | $154.1K | 0.01% | +626 | New |
| Whittier Trust Co of Nevada Inc | 617 | $151.9K | 0.01% | −671−52.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 606 | $149.0K | 0.10% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 600 | $147.7K | 0.03% | −21−3.4% | Reduced |
| Baldwin Brothers Inc | 595 | $146.4K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 591 | $145.4K | 0.02% | +509+620.7% | Added |
| Edmond de Rothschild Holding S.A. | 566 | $139.3K | 0.00% | −69−10.9% | Reduced |
| Tradition Wealth Management, LLC | 563 | $138.0K | 0.02% | +4+0.7% | Added |
| United Community Bank | 548 | $134.9K | 0.12% | +110+25.1% | Added |
| Manchester Capital Management LLC | 540 | $132.9K | 0.02% | −57−9.5% | Reduced |
| Alta Advisers Ltd | 500 | $123.1K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $123.1K | 0.07% | 00.0% | Unchanged |
| American National Bank | 497 | $122.3K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 482 | $118.6K | 0.01% | +270+127.4% | Added |
| Vestor Capital, LLC | 480 | $118.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 475 | $116.9K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 469 | $115.4K | 0.07% | +21+4.7% | Added |
| Credit Agricole S A | 459 | $113.0K | 0.00% | −193−29.6% | Reduced |
| First Pacific Advisors, LP | 451 | $111.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 449 | $110.5K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 445 | $109.5K | 0.01% | −656−59.6% | Reduced |
| City State Bank | 439 | $108.0K | 0.06% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 433 | $106.6K | 0.08% | +433 | New |
| Key Financial Inc | 425 | $104.6K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 420 | $103.4K | 0.03% | +420 | New |
| Washington Trust Co | 410 | $100.9K | 0.00% | +5+1.2% | Added |
| Duncker Streett & Co Inc | 410 | $100.9K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 404 | $99.4K | 0.02% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 400 | $98.7K | 0.00% | +400 | New |
| Optimum Investment Advisors | 400 | $98.5K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $98.5K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 397 | $97.7K | 0.07% | −66−14.3% | Reduced |
| Sunbelt Securities, Inc. | 390 | $96.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 388 | $95.5K | 0.02% | +160+70.2% | Added |
| Farther Finance Advisors, LLC | 375 | $92.3K | 0.02% | +25+7.1% | Added |
| Archer Investment Corp | 374 | $92.1K | 0.03% | −118−24.0% | Reduced |
| M&R Capital Management Inc | 357 | $87.9K | 0.02% | −25−6.5% | Reduced |
| Old Second National Bank of Aurora | 332 | $81.7K | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 332 | $81.7K | 0.07% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 318 | $78.0K | 0.09% | 00.0% | Unchanged |
| ORG Partners LLC | 303 | $75.0K | 0.01% | +303 | New |
| Caldwell Sutter Capital, Inc. | 302 | $74.3K | 0.04% | +175+137.8% | Added |
| Worth Asset Management, LLC | 302 | $74.3K | 0.06% | +1+0.3% | Added |
| Ronald Blue Trust, Inc. | 328 | $74.0K | 0.00% | −196−37.4% | Reduced |
| Hall Laurie J Trustee | 300 | $74.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $73.8K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 280 | $68.9K | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 276 | $67.9K | 0.00% | +210+318.2% | Added |
| Western Pacific Wealth Management, LP | 274 | $67.4K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 260 | $64.0K | 0.00% | +5+2.0% | Added |
| Trifecta Capital Advisors, LLC | 258 | $63.5K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 257 | $63.3K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 250 | $61.5K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 250 | $61.5K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 249 | $61.0K | 0.01% | +4+1.6% | Added |
| Albion Financial Group | 245 | $60.3K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 241 | $59.3K | 0.00% | +44+22.3% | Added |
| Geneos Wealth Management Inc. | 239 | $58.8K | 0.00% | +100+71.9% | Added |
| Paladin Advisory Group, LLC | 223 | $54.9K | 0.04% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 217 | $53.5K | 0.02% | 00.0% | Unchanged |