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; 1,038 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 | 1,038 | $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 |
|---|---|---|---|---|---|
| Bedell Frazier Investment Counseling, LLC | 23,132 | $5.69M | 1.67% | −689−2.9% | Reduced |
| New York Life Investment Management LLC | 22,930 | $5.64M | 0.06% | −137−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,856 | $5.63M | 0.03% | −202−0.9% | Reduced |
| Yousif Capital Management, LLC | 22,850 | $5.62M | 0.07% | +240+1.1% | Added |
| Investment House LLC | 22,819 | $5.62M | 0.42% | +350+1.6% | Added |
| Captrust Financial Advisors | 22,784 | $5.61M | 0.02% | +7,251+46.7% | Added |
| Madison Asset Management, LLC | 22,600 | $5.56M | 0.08% | −10,975−32.7% | Reduced |
| MMBG Investment Advisors Co. | 22,324 | $5.51M | 0.67% | −1,720−7.2% | Reduced |
| Financial Counselors Inc | 22,375 | $5.51M | 0.11% | +3,371+17.7% | Added |
| Liberty Capital Management, Inc. | 22,352 | $5.50M | 1.65% | +260+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 22,047 | $5.43M | 0.09% | −2,030−8.4% | Reduced |
| Bartlett & Co. LLC | 22,047 | $5.43M | 0.09% | −2,030−8.4% | Reduced |
| Townsend Asset Management Corp | 21,773 | $5.36M | 2.57% | +210+1.0% | Added |
| Wisconsin Capital Management LLC | 21,669 | $5.33M | 3.45% | +30.0% | Added |
| Element Capital Management LLC | 21,554 | $5.31M | 0.36% | +1,156+5.7% | Added |
| Parkside Investments, LLC | 21,505 | $5.29M | 0.99% | +890+4.3% | Added |
| Trust Co of Vermont | 21,420 | $5.27M | 0.34% | +1,985+10.2% | Added |
| Oak Ridge Investments LLC | 21,408 | $5.27M | 0.65% | −169−0.8% | Reduced |
| Snowden Capital Advisors LLC | 21,318 | $5.25M | 0.19% | +1,309+6.5% | Added |
| Kovitz Investment Group Partners, LLC | 21,123 | $5.20M | 0.08% | −2,801−11.7% | Reduced |
| AQR Capital Management LLC | 21,090 | $5.13M | 0.01% | +533+2.6% | Added |
| MML Investors Services, LLC | 20,577 | $5.07M | 0.03% | +5,132+33.2% | Added |
| Qube Research & Technologies Ltd | 20,561 | $5.06M | 0.02% | +20,561 | New |
| Hedeker Wealth, LLC | 20,509 | $5.05M | 1.68% | +3,537+20.8% | Added |
| Cullinan Associates Inc | 20,102 | $4.95M | 0.27% | −1,540−7.1% | Reduced |
| Brookstone Capital Management | 19,515 | $4.95M | 0.10% | +234+1.2% | Added |
| St Germain D J Co Inc | 20,062 | $4.94M | 0.26% | +20,062 | New |
| State of Alaska, Department of Revenue | 19,986 | $4.92M | 0.06% | −2,354−10.5% | Reduced |
| RNC Capital Management LLC | 19,903 | $4.90M | 0.27% | +710+3.7% | Added |
| Strategic Wealth Partners, Ltd. | 19,805 | $4.87M | 0.63% | −11−0.1% | Reduced |
| VGI Partners Ltd | 19,600 | $4.82M | 1.04% | +19,600 | New |
| Storebrand Asset Management AS | 19,571 | $4.82M | 0.02% | +7,906+67.8% | Added |
| Atria Investments LLC | 19,347 | $4.76M | 0.09% | +1,132+6.2% | Added |
| Kestra Advisory Services, LLC | 19,315 | $4.75M | 0.05% | −69−0.4% | Reduced |
| Cetera Investment Advisers | 19,212 | $4.73M | 0.04% | −1,510−7.3% | Reduced |
| Camden National Bank | 19,104 | $4.70M | 0.92% | −47−0.2% | Reduced |
| Czech National Bank | 19,089 | $4.70M | 0.11% | −38−0.2% | Reduced |
| CIBC World Markets Corp | 18,893 | $4.65M | 0.04% | +10,683+130.1% | Added |
| HBW Advisory Services LLC | 18,835 | $4.64M | 1.01% | +194+1.0% | Added |
| Alpha Omega Wealth Management LLC | 18,719 | $4.61M | 0.78% | −444−2.3% | Reduced |
| Nissay Asset Management Corp | 18,677 | $4.60M | 0.04% | −250−1.3% | Reduced |
| Addison Capital Co | 18,637 | $4.59M | 3.27% | +80.0% | Added |
| Parallel Advisors, LLC | 18,564 | $4.57M | 0.15% | +405+2.2% | Added |
| DuPont Capital Management Corp | 18,553 | $4.57M | 0.22% | +2,662+16.8% | Added |
| Peddock Capital Advisors, LLC | 18,412 | $4.53M | 1.49% | +188+1.0% | Added |
| Resources Management Corp | 18,225 | $4.49M | 0.70% | +12,675+228.4% | Added |
| Joho Capital LLC | 18,215 | $4.48M | 0.90% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 18,074 | $4.45M | 0.95% | −205−1.1% | Reduced |
| Wolverine Trading, LLC | 17,903 | $4.42M | 0.06% | +10,784+151.5% | Added |
| Sandy Spring Bank | 17,882 | $4.40M | 0.23% | −329−1.8% | Reduced |
| Bailard, Inc. | 17,869 | $4.40M | 0.15% | −578−3.1% | Reduced |
| South State Corp. | 17,771 | $4.37M | 0.39% | +3,083+21.0% | Added |
| River Wealth Advisors LLC | 17,632 | $4.34M | 0.74% | +383+2.2% | Added |
| Private Advisor Group, LLC | 16,803 | $4.33M | 0.04% | +490+3.0% | Added |
| Cetera Advisor Networks LLC | 17,574 | $4.33M | 0.03% | −248−1.4% | Reduced |
| Alta Capital Management LLC | 17,494 | $4.31M | 0.30% | −35,810−67.2% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 18,395 | $4.26M | 1.07% | 00.0% | Unchanged |
| First Manhattan Co | 17,268 | $4.25M | 0.02% | −75−0.4% | Reduced |
| Aviance Capital Partners, LLC | 17,241 | $4.24M | 0.90% | +40.0% | Added |
| Valeo Financial Advisors, LLC | 31,883 | $4.22M | 0.19% | +58+0.2% | Added |
| D. E. Shaw & Co., Inc. | 17,123 | $4.21M | 0.01% | −316,212−94.9% | Reduced |
| Oak Asset Management, LLC | 16,902 | $4.16M | 1.72% | +340+2.1% | Added |
| Fulton Bank, N.A. | 16,788 | $4.13M | 0.20% | +2,471+17.3% | Added |
| Coldstream Capital Management Inc | 16,726 | $4.12M | 0.13% | −90−0.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 16,656 | $4.10M | 1.35% | −45−0.3% | Reduced |
| Citizens Business Bank | 16,590 | $4.08M | 0.91% | −591−3.4% | Reduced |
| Picton Mahoney Asset Management | 16,225 | $3.99M | 0.20% | −2,445−13.1% | Reduced |
| Toth Financial Advisory Corp | 16,193 | $3.99M | 0.58% | +99+0.6% | Added |
| Beacon Pointe Advisors, LLC | 16,146 | $3.97M | 0.07% | −2,660−14.1% | Reduced |
| SG Americas Securities, LLC | 16,142 | $3.97M | 0.03% | +15,381+2,021.2% | Added |
| Van Hulzen Asset Management, LLC | 16,115 | $3.97M | 0.34% | +16,115 | New |
| Patton Albertson Miller Group, LLC | 16,095 | $3.96M | 0.77% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 15,898 | $3.91M | 0.37% | +10,231+180.5% | Added |
| Allianz Asset Management GmbH | 15,790 | $3.89M | 0.01% | −1,290−7.6% | Reduced |
| Pacer Advisors, Inc. | 15,749 | $3.88M | 0.02% | +3,834+32.2% | Added |
| Warren Averett Asset Management, LLC | 15,604 | $3.84M | 0.17% | −453−2.8% | Reduced |
| Public Sector Pension Investment Board | 15,475 | $3.81M | 0.03% | −2,335−13.1% | Reduced |
| Sand Hill Global Advisors, LLC | 15,351 | $3.78M | 0.19% | +756+5.2% | Added |
| Tower Bridge Advisors | 15,349 | $3.78M | 0.35% | −7,275−32.2% | Reduced |
| Bogart Wealth, LLC | 15,325 | $3.77M | 0.24% | −4,853−24.1% | Reduced |
| BKD Wealth Advisors, LLC | 15,274 | $3.76M | 0.11% | +6,159+67.6% | Added |
| Burney Co | 15,268 | $3.76M | 0.17% | +50+0.3% | Added |
| Valley National Advisers Inc | 15,010 | $3.69M | 0.62% | −1,004−6.3% | Reduced |
| Varma Mutual Pension Insurance Co | 15,000 | $3.69M | 0.04% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 14,996 | $3.69M | 1.02% | −430−2.8% | Reduced |
| British Columbia Investment Management Corp | 14,973 | $3.69M | 0.03% | +193+1.3% | Added |
| Kestra Private Wealth Services, LLC | 14,692 | $3.62M | 0.12% | +2,531+20.8% | Added |
| Private Asset Management Inc | 14,504 | $3.57M | 0.69% | −2,754−16.0% | Reduced |
| Narwhal Capital Management | 14,233 | $3.50M | 0.41% | +892+6.7% | Added |
| Steward Partners Investment Advisory, LLC | 14,143 | $3.48M | 0.05% | −191−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,990 | $3.44M | 0.05% | +107+0.8% | Added |
| Commerce Bank | 13,929 | $3.43M | 0.03% | −616−4.2% | Reduced |
| AXA S.A. | 13,859 | $3.41M | 0.01% | −32−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 13,665 | $3.36M | 0.10% | +411+3.1% | Added |
| Cypress Asset Management Inc | 13,618 | $3.36M | 1.08% | +31+0.2% | Added |
| Hoylecohen, LLC | 13,511 | $3.33M | 0.29% | −929−6.4% | Reduced |
| First Trust Advisors LP | 13,496 | $3.32M | 0.00% | −17,596−56.6% | Reduced |
| Securian Asset Management, Inc | 13,475 | $3.32M | 0.09% | −182−1.3% | Reduced |
| HBK Sorce Advisory LLC | 13,359 | $3.29M | 0.14% | +21+0.2% | Added |
| Aureus Asset Management, LLC | 13,178 | $3.24M | 0.24% | +12,267+1,346.5% | Added |