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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 13,153 | $3.24M | 0.07% | +262+2.0% | Added |
| Kentucky Retirement Systems | 12,964 | $3.19M | 0.11% | +127+1.0% | Added |
| Herbst Group, LLC | 12,896 | $3.17M | 2.19% | −100−0.8% | Reduced |
| Daiwa Securities Group Inc. | 12,881 | $3.17M | 0.02% | −109−0.8% | Reduced |
| Teacher Retirement System of Texas | 12,556 | $3.09M | 0.02% | −5,906−32.0% | Reduced |
| Armstrong Shaw Associates Inc | 12,531 | $3.08M | 3.14% | −1,559−11.1% | Reduced |
| Norinchukin Bank, The | 12,527 | $3.08M | 0.05% | +948+8.2% | Added |
| Linscomb & Williams, Inc. | 12,526 | $3.08M | 0.17% | −432−3.3% | Reduced |
| Oregon Public Employees Retirement Fund | 12,521 | $3.08M | 0.04% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 12,385 | $3.05M | 0.10% | +2,892+30.5% | Added |
| Intech Investment Management LLC | 12,266 | $3.02M | 0.03% | +737+6.4% | Added |
| Integrated Wealth Concepts LLC | 12,230 | $3.01M | 0.05% | −405−3.2% | Reduced |
| Meridian Management Co | 12,016 | $2.96M | 0.93% | −150−1.2% | Reduced |
| Cox Capital Mgt LLC | 11,888 | $2.93M | 2.16% | −383−3.1% | Reduced |
| City Holding Co | 11,862 | $2.92M | 0.50% | −565−4.5% | Reduced |
| Capital International Sarl | 11,798 | $2.90M | 0.13% | −229−1.9% | Reduced |
| Maryland State Retirement & Pension System | 11,681 | $2.88M | 0.06% | −306−2.6% | Reduced |
| Stratos Wealth Partners, LTD. | 11,638 | $2.86M | 0.06% | +1,022+9.6% | Added |
| TownSquare Capital, LLC | 11,488 | $2.83M | 0.05% | −1,486−11.5% | Reduced |
| Palisade Capital Management LLC | 11,460 | $2.82M | 0.08% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 11,430 | $2.81M | 0.03% | +11,430 | New |
| Private Trust Co NA | 11,421 | $2.81M | 0.35% | −255−2.2% | Reduced |
| Hartford Investment Management Co | 11,329 | $2.79M | 0.10% | −2,514−18.2% | Reduced |
| TBH Global Asset Management, LLC | 11,133 | $2.74M | 0.54% | +64+0.6% | Added |
| Vista Investment Management | 11,117 | $2.74M | 1.39% | −96−0.9% | Reduced |
| Coastline Trust Co | 11,113 | $2.74M | 0.38% | −465−4.0% | Reduced |
| Advisory Services Network, LLC | 10,961 | $2.70M | 0.07% | +686+6.7% | Added |
| Ar Asset Management Inc | 10,875 | $2.68M | 0.72% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 10,763 | $2.65M | 0.01% | +944+9.6% | Added |
| ExodusPoint Capital Management, LP | 10,754 | $2.65M | 0.03% | −46,774−81.3% | Reduced |
| Level Four Advisory Services, LLC | 10,753 | $2.65M | 0.16% | +142+1.3% | Added |
| Candriam Luxembourg S.C.A. | 10,555 | $2.60M | 0.02% | −430−3.9% | Reduced |
| Northcape Wealth Management, LLC | 10,525 | $2.59M | 0.93% | +87+0.8% | Added |
| Trivant Custom Portfolio Group, LLC | 10,397 | $2.56M | 1.80% | +154+1.5% | Added |
| Shelter Mutual Insurance Co | 10,300 | $2.54M | 0.62% | 00.0% | Unchanged |
| Andra AP-fonden | 10,300 | $2.54M | 0.06% | +5,900+134.1% | Added |
| Banque Pictet & Cie SA | 10,294 | $2.53M | 0.02% | −1,703−14.2% | Reduced |
| Robbins Farley LLC | 10,289 | $2.53M | 1.84% | −332−3.1% | Reduced |
| Mercer Global Advisors Inc | 10,267 | $2.53M | 0.01% | −84−0.8% | Reduced |
| Group One Trading, L.P. | 10,234 | $2.52M | 0.11% | +10,234 | New |
| Leeward Financial Partners, LLC | 10,210 | $2.51M | 1.44% | +525+5.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 10,115 | $2.49M | 1.42% | −100−1.0% | Reduced |
| Jump Financial, LLC | 10,069 | $2.48M | 0.09% | +8,110+414.0% | Added |
| Occidental Asset Management, LLC | 10,063 | $2.48M | 0.56% | +561+5.9% | Added |
| Louisiana State Employees Retirement System | 10,000 | $2.46M | 0.05% | −600−5.7% | Reduced |
| EULAV Asset Management | 10,000 | $2.46M | 0.09% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,949 | $2.45M | 0.00% | +1,528+18.1% | Added |
| Lee Danner & Bass Inc | 9,870 | $2.43M | 0.21% | +30+0.3% | Added |
| Carnegie Capital Asset Management, LLC | 9,846 | $2.42M | 0.09% | −625−6.0% | Reduced |
| Griffin Asset Management, Inc. | 9,731 | $2.40M | 0.32% | +45+0.5% | Added |
| Fayez Sarofim & Co | 9,720 | $2.39M | 0.01% | −37,700−79.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,717 | $2.39M | 0.02% | −3,429−26.1% | Reduced |
| Richard Bernstein Advisors LLC | 9,687 | $2.38M | 0.05% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 9,564 | $2.35M | 0.74% | −95−1.0% | Reduced |
| Cobblestone Capital Advisors LLC | 9,493 | $2.34M | 0.16% | +20.0% | Added |
| Cresset Asset Management, LLC | 9,491 | $2.34M | 0.02% | +7,325+338.2% | Added |
| Wunderlich Capital Managemnt | 9,467 | $2.33M | 1.14% | +33+0.3% | Added |
| Baldwin Investment Management, LLC | 9,425 | $2.32M | 0.38% | −375−3.8% | Reduced |
| WealthPlan Investment Management, LLC | 9,315 | $2.29M | 0.68% | −12,685−57.7% | Reduced |
| Toroso Investments, LLC | 9,255 | $2.28M | 0.07% | +3,414+58.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,206 | $2.27M | 0.01% | +349+3.9% | Added |
| WD Rutherford LLC | 9,135 | $2.25M | 1.44% | −385−4.0% | Reduced |
| Bangor Savings Bank | 9,129 | $2.25M | 0.25% | −24−0.3% | Reduced |
| Panagora Asset Management Inc | 8,980 | $2.21M | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 8,786 | $2.16M | 0.18% | +8,786 | New |
| Illinois Municipal Retirement Fund | 8,749 | $2.15M | 0.04% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 8,743 | $2.15M | 0.59% | −75−0.9% | Reduced |
| Montag A & Associates Inc | 8,722 | $2.15M | 0.13% | −785−8.3% | Reduced |
| Capital Analysts, LLC | 8,692 | $2.14M | 0.12% | −152−1.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 8,662 | $2.13M | 0.01% | −1,941−18.3% | Reduced |
| National Asset Management, Inc. | 8,636 | $2.13M | 0.05% | +41+0.5% | Added |
| HCR Wealth Advisors | 8,483 | $2.09M | 0.39% | +188+2.3% | Added |
| Fernwood Investment Management, LLC | 8,410 | $2.07M | 0.73% | +32+0.4% | Added |
| Twin Tree Management, LP | 8,369 | $2.06M | 0.04% | +8,369 | New |
| Oppenheimer Asset Management Inc. | 8,339 | $2.05M | 0.03% | +640+8.3% | Added |
| Girard Partners Ltd. | 8,171 | $2.01M | 0.21% | −17,962−68.7% | Reduced |
| JustInvest LLC | 8,152 | $2.01M | 0.06% | +1,451+21.7% | Added |
| Aristotle Atlantic Partners, LLC | 8,117 | $2.00M | 0.08% | +6,001+283.6% | Added |
| Argent Trust Co | 8,076 | $1.99M | 0.11% | +4,406+120.1% | Added |
| Private Harbour Investment Management & Counsel, LLC | 8,049 | $1.98M | 2.21% | −140−1.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,029 | $1.98M | 0.03% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,942 | $1.95M | 0.43% | −1,079−12.0% | Reduced |
| New Mexico Educational Retirement Board | 7,921 | $1.95M | 0.09% | +400+5.3% | Added |
| PFS Investments Inc. | 7,890 | $1.94M | 0.03% | +480+6.5% | Added |
| Thrivent Financial for Lutherans | 7,878 | $1.94M | 0.00% | −124−1.5% | Reduced |
| Archon Partners LLC | 7,825 | $1.93M | 0.29% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 7,824 | $1.93M | 0.13% | +125+1.6% | Added |
| Ostrum Asset Management | 7,822 | $1.93M | 0.16% | +6+0.1% | Added |
| Triangle Securities Wealth Management | 7,772 | $1.91M | 0.66% | −231−2.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,769 | $1.91M | 0.19% | +5,425+231.4% | Added |
| Silvercrest Asset Management Group LLC | 7,758 | $1.91M | 0.01% | −139−1.8% | Reduced |
| Condor Capital Management | 7,636 | $1.88M | 0.23% | +32+0.4% | Added |
| Executive Wealth Management, LLC | 7,617 | $1.87M | 0.19% | +2,618+52.4% | Added |
| Intellectus Partners, LLC | 7,603 | $1.87M | 0.56% | −4,623−37.8% | Reduced |
| Ziegler Capital Management, LLC | 7,587 | $1.87M | 0.07% | −56−0.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.86M | 0.04% | 00.0% | Unchanged |
| Synovus Financial Corp | 7,549 | $1.86M | 0.02% | −718−8.7% | Reduced |
| TD Private Client Wealth LLC | 7,536 | $1.85M | 0.08% | −476−5.9% | Reduced |
| Nordea Investment Management AB | 7,622 | $1.85M | 0.00% | −12,300−61.7% | Reduced |
| Webster Bank, N. A. | 7,529 | $1.85M | 0.24% | −223−2.9% | Reduced |