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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 7,487 | $1.84M | 0.26% | −7,052−48.5% | Reduced |
| Gs Investments, Inc. | 7,485 | $1.84M | 1.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 7,452 | $1.83M | 0.05% | +15+0.2% | Added |
| Citizens National Bank Trust Department | 7,390 | $1.82M | 0.48% | −220−2.9% | Reduced |
| Redwood Investments, LLC | 7,389 | $1.82M | 0.22% | −249−3.3% | Reduced |
| West Oak Capital, LLC | 7,368 | $1.81M | 0.88% | −15−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 7,332 | $1.80M | 0.09% | −2,498−25.4% | Reduced |
| Zevenbergen Capital Investments LLC | 7,200 | $1.77M | 0.04% | 00.0% | Unchanged |
| Prudential PLC | 7,179 | $1.77M | 0.02% | +571+8.6% | Added |
| We Are One Seven, LLC | 7,164 | $1.76M | 0.16% | −151−2.1% | Reduced |
| IFP Advisors, Inc | 7,901 | $1.76M | 0.09% | −214−2.6% | Reduced |
| Essex Investment Management Co LLC | 7,144 | $1.76M | 0.25% | −960−11.8% | Reduced |
| Kingsview Wealth Management, LLC | 7,131 | $1.76M | 0.07% | −49−0.7% | Reduced |
| Pathstone Family Office, LLC | 7,123 | $1.75M | 0.02% | +683+10.6% | Added |
| HM Payson & Co | 7,058 | $1.74M | 0.04% | −885−11.1% | Reduced |
| SWS Partners | 7,047 | $1.73M | 0.63% | −40−0.6% | Reduced |
| Metropolitan Life Insurance Co | 7,027 | $1.73M | 0.08% | −235−3.2% | Reduced |
| MAI Capital Management | 7,009 | $1.73M | 0.03% | −136−1.9% | Reduced |
| BDO Wealth Advisors, LLC | 6,982 | $1.72M | 0.20% | +77+1.1% | Added |
| Pflug Koory, LLC | 6,971 | $1.72M | 0.87% | −25−0.4% | Reduced |
| Shorepoint Capital Partners LLC | 6,912 | $1.70M | 0.48% | +6,912 | New |
| Keybank National Association | 6,797 | $1.67M | 0.01% | +232+3.5% | Added |
| Cross Staff Investments Inc | 6,797 | $1.67M | 1.54% | −299−4.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,743 | $1.66M | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,703 | $1.65M | 0.04% | −6,631−49.7% | Reduced |
| Marco Investment Management LLC | 6,651 | $1.64M | 0.18% | +225+3.5% | Added |
| Umb Bank N A | 6,586 | $1.62M | 0.02% | −80−1.2% | Reduced |
| Oppenheimer & Co Inc | 6,563 | $1.62M | 0.03% | +27+0.4% | Added |
| Verition Fund Management LLC | 6,547 | $1.61M | 0.03% | −4,989−43.2% | Reduced |
| Aviva PLC | 6,544 | $1.61M | 0.01% | +759+13.1% | Added |
| Atria Wealth Solutions, Inc. | 6,468 | $1.59M | 0.02% | +1,428+28.3% | Added |
| Clearstead Advisors, LLC | 6,376 | $1.57M | 0.10% | +2,264+55.1% | Added |
| MidWestOne Financial Group, Inc. | 6,227 | $1.53M | 0.33% | +931+17.6% | Added |
| XTX Topco Ltd | 6,202 | $1.53M | 0.27% | −2,018−24.5% | Reduced |
| Advisor Partners II, LLC | 6,144 | $1.51M | 0.07% | +563+10.1% | Added |
| Cim Investment Mangement Inc | 6,134 | $1.51M | 0.51% | +22+0.4% | Added |
| Sigma Planning Corp | 6,129 | $1.51M | 0.05% | −144−2.3% | Reduced |
| Miller Investment Management, LP | 6,000 | $1.48M | 0.23% | 00.0% | Unchanged |
| Hancock Whitney Corp | 5,979 | $1.47M | 0.06% | −63,639−91.4% | Reduced |
| Wambolt & Associates, LLC | 5,980 | $1.47M | 0.52% | −920−13.3% | Reduced |
| Worldquant Millennium Advisors LLC | 5,948 | $1.46M | 0.02% | +5,948 | New |
| Benedict Financial Advisors Inc | 5,908 | $1.45M | 0.40% | +16+0.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,820 | $1.43M | 0.59% | −89−1.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,788 | $1.43M | 0.11% | +11+0.2% | Added |
| Belpointe Asset Management LLC | 5,785 | $1.42M | 0.15% | −1,013−14.9% | Reduced |
| McDonald Partners LLC | 5,774 | $1.42M | 0.43% | +17+0.3% | Added |
| Evergreen Wealth Solutions, LLC | 5,753 | $1.42M | 1.43% | +198+3.6% | Added |
| Great Valley Advisor Group, Inc. | 5,733 | $1.41M | 0.06% | +212+3.8% | Added |
| Tredje AP-fonden | 5,724 | $1.41M | 0.02% | +947+19.8% | Added |
| Jacobi Capital Management LLC | 5,704 | $1.40M | 0.16% | +448+8.5% | Added |
| Bryn Mawr Trust Co | 5,700 | $1.40M | 0.06% | −200−3.4% | Reduced |
| Crossmark Global Holdings, Inc. | 5,145 | $1.40M | 0.03% | −271−5.0% | Reduced |
| Trust Investment Advisors | 5,685 | $1.40M | 1.13% | +215+3.9% | Added |
| Aberdeen Wealth Management LLC | 5,655 | $1.39M | 1.01% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 5,535 | $1.36M | 0.12% | +5,535 | New |
| Comerica Securities,inc. | 5,524 | $1.36M | 0.09% | −19−0.3% | Reduced |
| Emerald Advisers, LLC | 5,495 | $1.35M | 0.06% | +5,495 | New |
| Lipe & Dalton | 5,482 | $1.35M | 0.77% | −24−0.4% | Reduced |
| APG Asset Management N.V. | 5,964 | $1.35M | 0.00% | 00.0% | Unchanged |
| Kennedy Investment Group | 5,322 | $1.31M | 0.77% | −42−0.8% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $1.30M | 1.22% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,284 | $1.30M | 0.02% | −779−12.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,283 | $1.30M | 0.00% | −30,799−85.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,279 | $1.30M | 0.10% | −9−0.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 5,235 | $1.29M | 0.71% | −10.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,218 | $1.28M | 0.05% | +87+1.7% | Added |
| ISAM Funds (UK) Ltd | 5,206 | $1.28M | 1.14% | +2,645+103.3% | Added |
| Fiduciary Trust Co | 5,160 | $1.27M | 0.02% | +184+3.7% | Added |
| Brown Advisory Inc | 5,143 | $1.27M | 0.00% | −28−0.5% | Reduced |
| First Hawaiian Bank | 5,098 | $1.25M | 0.04% | −577−10.2% | Reduced |
| Fairbanks Capital Management, Inc. | 5,095 | $1.25M | 0.98% | −130−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,086 | $1.25M | 0.03% | −17−0.3% | Reduced |
| Caldwell Trust Co | 5,038 | $1.24M | 0.16% | −226−4.3% | Reduced |
| Garner Asset Management Corp | 4,996 | $1.23M | 0.71% | −1,366−21.5% | Reduced |
| Neumann Capital Management, LLC | 4,957 | $1.22M | 0.51% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,936 | $1.21M | 0.06% | +116+2.4% | Added |
| Independent Solutions Wealth Management, LLC | 4,927 | $1.21M | 0.33% | −86−1.7% | Reduced |
| Waterfront Wealth Inc. | 4,470 | $1.21M | 0.36% | +151+3.5% | Added |
| Western Wealth Management, LLC | 4,909 | $1.21M | 0.10% | +260+5.6% | Added |
| Ballast, Inc. | 4,908 | $1.21M | 0.46% | +293+6.3% | Added |
| Vinva Investment Management Ltd | 4,890 | $1.21M | 0.11% | +49+1.0% | Added |
| Metis Global Partners, LLC | 4,887 | $1.20M | 0.06% | −236−4.6% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,212 | $1.19M | 0.87% | +981+79.7% | Added |
| Shapiro Capital Management LLC | 4,830 | $1.19M | 0.03% | −200−4.0% | Reduced |
| Ancora Advisors, LLC | 4,829 | $1.19M | 0.03% | +3+0.1% | Added |
| Choate Investment Advisors | 4,825 | $1.19M | 0.05% | +291+6.4% | Added |
| WT Wealth Management | 4,782 | $1.18M | 0.49% | −204−4.1% | Reduced |
| Stableford Capital II LLC | 4,334 | $1.16M | 0.52% | +4,334 | New |
| First Command Bank | 4,710 | $1.16M | 0.11% | +4,460+1,784.0% | Added |
| First Command Financial Services, Inc. | 4,710 | $1.16M | 0.11% | +4,460+1,784.0% | Added |
| Burns J W & Co Inc | 4,675 | $1.15M | 0.18% | −1,001−17.6% | Reduced |
| Platform Technology Partners | 4,557 | $1.15M | 0.54% | +154+3.5% | Added |
| Crescent Sterling, Ltd. | 4,673 | $1.15M | 1.09% | +188+4.2% | Added |
| Wade G W & Inc | 4,670 | $1.15M | 0.04% | +3,434+277.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,639 | $1.14M | 0.03% | −3,034−39.5% | Reduced |
| Barden Capital Management, Inc. | 4,623 | $1.14M | 1.25% | −724−13.5% | Reduced |
| Pictet & Cie (Europe) SA | 4,548 | $1.12M | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4,516 | $1.11M | 0.18% | +180+4.2% | Added |
| Advisors Asset Management, Inc. | 4,495 | $1.11M | 0.02% | +649+16.9% | Added |
| Byrne Asset Management LLC | 4,486 | $1.10M | 0.72% | +24+0.5% | Added |