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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 217 | $53.4K | 0.01% | +42+24.0% | Added |
| Independence Bank of Kentucky | 215 | $52.9K | 0.02% | +200+1,333.3% | Added |
| Clear Street Markets LLC | 210 | $52.0K | 0.02% | −195−48.1% | Reduced |
| Glen Eagle Advisors, LLC | 207 | $50.9K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 204 | $50.2K | 0.01% | −96−32.0% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 202 | $50.0K | 0.04% | −15,120−98.7% | Reduced |
| Cambridge Trust Co | 200 | $49.2K | 0.00% | −32−13.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 195 | $48.0K | 0.01% | +195 | New |
| West Paces Advisors Inc. | 192 | $47.3K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 180 | $44.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 180 | $44.0K | 0.00% | +18+11.1% | Added |
| Quent Capital, LLC | 174 | $42.8K | 0.01% | −20−10.3% | Reduced |
| Northwest Investment Counselors, LLC | 170 | $41.8K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 170 | $41.4K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 168 | $41.4K | 0.01% | +1+0.6% | Added |
| Heritage Wealth Advisors | 166 | $40.9K | 0.00% | +16+10.7% | Added |
| Truvestments Capital LLC | 165 | $40.6K | 0.02% | +1+0.6% | Added |
| Ridgewood Investments LLC | 164 | $40.3K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 160 | $39.4K | 0.01% | +13+8.8% | Added |
| Oakworth Capital, Inc. | 155 | $38.1K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 151 | $37.2K | 0.01% | −182−54.7% | Reduced |
| Tacita Capital Inc | 145 | $36.0K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 140 | $34.5K | 0.01% | +140 | New |
| Center for Financial Planning, Inc. | 135 | $33.2K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 134 | $33.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 131 | $32.4K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 125 | $30.8K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $30.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 124 | $30.5K | 0.01% | +31+33.3% | Added |
| ICA Group Wealth Management, LLC | 118 | $29.1K | 0.01% | −4,543−97.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 118 | $29.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 119 | $29.0K | 0.01% | −2−1.7% | Reduced |
| CVA Family Office, LLC | 110 | $27.1K | 0.01% | +84+323.1% | Added |
| Hantz Financial Services, Inc. | 109 | $27.0K | 0.00% | −18,869−99.4% | Reduced |
| JNBA Financial Advisors | 106 | $26.1K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 107 | $26.0K | 0.01% | −5−4.5% | Reduced |
| Zions Bancorporation, N.A. | 105 | $25.8K | 0.00% | −9−7.9% | Reduced |
| WR Wealth Planners, LLC | 102 | $25.2K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $25.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 101 | $24.7K | 0.00% | −1−1.0% | Reduced |
| Hallmark Capital Management Inc | 100 | $24.6K | 0.00% | −13−11.5% | Reduced |
| St. Johns Investment Management Company, LLC | 100 | $24.6K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 95 | $23.4K | 0.01% | +95 | New |
| Northwest Capital Management Inc | 90 | $22.2K | 0.01% | +90 | New |
| Financial Management Professionals, Inc. | 86 | $21.0K | 0.00% | +1+1.2% | Added |
| AXS Investments LLC | 85 | $20.9K | 0.01% | −30−26.1% | Reduced |
| Motco | 82 | $20.2K | 0.00% | +4+5.1% | Added |
| JFS Wealth Advisors, LLC | 79 | $19.4K | 0.00% | −3−3.7% | Reduced |
| Covestor Ltd | 78 | $19.0K | 0.01% | −1−1.3% | Reduced |
| Annapolis Financial Services, LLC | 75 | $18.5K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 74 | $18.2K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $18.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 71 | $17.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 69 | $17.0K | 0.01% | +8+13.1% | Added |
| Providence Capital Advisors, LLC | 68 | $16.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 67 | $16.5K | 0.00% | +62+1,240.0% | Added |
| Sutton Wealth Advisors Inc. | 66 | $16.2K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 62 | $15.3K | 0.00% | −26−29.5% | Reduced |
| Carolina Wealth Advisors, LLC | 60 | $14.8K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 58 | $14.3K | 0.00% | −3,549−98.4% | Reduced |
| SRS Capital Advisors, Inc. | 58 | $14.2K | 0.00% | +1+1.8% | Added |
| Focused Wealth Management, Inc | 55 | $13.6K | 0.00% | +3+5.8% | Added |
| Larson Financial Group LLC | 55 | $13.4K | 0.00% | +4+7.8% | Added |
| HighMark Wealth Management LLC | 58 | $13.3K | 0.01% | +4+7.4% | Added |
| First Personal Financial Services | 54 | $13.3K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 52 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $12.3K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 50 | $12.3K | 0.00% | +50 | New |
| GW&K Investment Management, LLC | 49 | $12.0K | 0.00% | +49 | New |
| Transamerica Financial Advisors, Inc. | 42 | $11.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 44 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 45 | $11.0K | 0.01% | +45 | New |
| Legend Financial Advisors, Inc. | 43 | $10.6K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 38 | $10.3K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 40 | $9.85K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 37 | $9.11K | 0.00% | −20−35.1% | Reduced |
| Colonial Trust Advisors | 37 | $9.11K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 35 | $8.62K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 35 | $8.62K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 32 | $7.90K | 0.01% | −30−48.4% | Reduced |
| BerganKDV Wealth Management, LLC | 32 | $7.88K | 0.00% | −9−22.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 31 | $7.78K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 28 | $6.89K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 26 | $6.40K | 0.00% | +26 | New |
| IAG Wealth Partners, LLC | 25 | $6.15K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 24 | $6.02K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 23 | $5.66K | 0.01% | 00.0% | Unchanged |
| HWG Holdings LP | 22 | $5.42K | 0.00% | +22 | New |
| Atlantic Trust, LLC | 19 | $4.68K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 18 | $4.61K | 0.00% | −118−86.8% | Reduced |
| Lansing Street Advisors | 18 | $4.49K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 18 | $4.43K | 0.00% | +18 | New |
| Cherry Tree Wealth Management, LLC | 17 | $4.18K | 0.00% | +17 | New |
| Adirondack Retirement Specialists, Inc. | 15 | $3.69K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 15 | $3.69K | 0.00% | +15 | New |
| Fiduciary Alliance LLC | 14 | $3.45K | 0.00% | +14 | New |
| Sound Income Strategies, LLC | 13 | $3.20K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13 | $3.20K | 0.00% | 00.0% | Unchanged |