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 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 12 | $3.04K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 12 | $2.98K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $2.46K | 0.00% | −18−64.3% | Reduced |
| Delta Asset Management LLC | 10 | $2.46K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 10 | $2.46K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $2.46K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $2.46K | 0.00% | +1+11.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 10 | $2.46K | 0.00% | +10 | New |
| Nalls Sherbakoff Group, LLC | 10 | $2.43K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $2.21K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 9 | $2.21K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $2.21K | 0.00% | +9 | New |
| VitalStone Financial, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8 | $1.97K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 8 | $1.97K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 7 | $1.72K | 0.00% | +1+16.7% | Added |
| MCF Advisors LLC | 6 | $1.48K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 6 | $1.48K | 0.00% | +6 | New |
| Atwood & Palmer Inc | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5 | $1.23K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.23K | 0.00% | +5 | New |
| Asset Dedication, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | +6+300.0% | Added |
| Bollard Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| Safeguard Financial, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $739 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3 | $739 | 0.00% | +3 | New |
| Comerica Bank | 119,781 | $9 | 0.00% | +119,781 | New |
| Carmignac Gestion | 0 | $0 | 0.00% | −366,895−100.0% | Sold out |
| Gates Capital Management, Inc. | 0 | $0 | 0.00% | −329,409−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −168,223−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −89,700−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −45,100−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −38,854−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −30,031−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −27,843−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −27,589−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −19,929−100.0% | Sold out |
| Legacy CG, LLC | 0 | $0 | 0.00% | −14,718−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −13,776−100.0% | Sold out |
| Univest Financial Corp | 0 | $0 | 0.00% | −13,248−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −11,457−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,971−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,737−100.0% | Sold out |
| Hudson Canyon Capital Management | 0 | $0 | 0.00% | −8,052−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −6,953−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,750−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,803−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −5,558−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −4,134−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −3,469−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −2,922−100.0% | Sold out |
| Altrafin AG | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,696−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −2,458−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Verity & Verity, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −1,794−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| Nova R Wealth, Inc. | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| Pitti Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,489−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −1,414−100.0% | Sold out |
| Weybosset Research & Management LLC | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,297−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,209−100.0% | Sold out |
| Epic Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −1,113−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| LaFleur & Godfrey LLC | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Successful Portfolios LLC | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Weik Capital Management | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| Jacobsen Capital Management | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| New Hampshire Trust | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Allie Family Office LLC | 0 | $0 | 0.00% | −47,694−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |