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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 4,476 | $1.10M | 0.03% | −929−17.2% | Reduced |
| Meridian Financial Partners LLC | 4,091 | $1.10M | 0.66% | +183+4.7% | Added |
| Spire Wealth Management | 4,464 | $1.10M | 0.04% | −162−3.5% | Reduced |
| Tranquility Partners, LLC | 4,427 | $1.09M | 0.47% | +44+1.0% | Added |
| GWM Advisors LLC | 4,408 | $1.09M | 0.01% | −4,434−50.1% | Reduced |
| Magnolia Capital Management Ltd | 4,392 | $1.08M | 0.98% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,366 | $1.07M | 0.06% | +91+2.1% | Added |
| Veritable, L.P. | 4,300 | $1.06M | 0.02% | +120+2.9% | Added |
| Spouting Rock Asset Management, LLC | 4,292 | $1.06M | 0.38% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 4,268 | $1.05M | 0.01% | −247−5.5% | Reduced |
| Cambria Investment Management, L.P. | 4,200 | $1.03M | 0.09% | −876−17.3% | Reduced |
| Delta Financial Advisors LLC | 4,180 | $1.03M | 0.45% | +388+10.2% | Added |
| Wellington Shields Capital Management, LLC | 4,170 | $1.03M | 0.13% | 00.0% | Unchanged |
| CWM, LLC | 4,147 | $1.02M | 0.01% | +337+8.8% | Added |
| Tower Research Capital LLC (TRC) | 4,140 | $1.02M | 0.03% | −1,206−22.6% | Reduced |
| Brinker Capital Investments, LLC | 4,088 | $1.01M | 0.01% | +554+15.7% | Added |
| Orion Portfolio Solutions, LLC | 4,088 | $1.01M | 0.01% | +554+15.7% | Added |
| Perigon Wealth Management, LLC | 4,059 | $999.0K | 0.04% | +234+6.1% | Added |
| Achmea Investment Management B.V. | 4,018 | $988.0K | 0.02% | +291+7.8% | Added |
| Scott Investment Partners LLP | 4,000 | $985.0K | 2.21% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 4,000 | $984.5K | 0.47% | −1,000−20.0% | Reduced |
| Sandia Investment Management LP | 4,000 | $984.5K | 0.31% | +2,500+166.7% | Added |
| Ieq Capital, LLC | 3,952 | $972.7K | 0.02% | −337−7.9% | Reduced |
| Cutler Group LP | 3,932 | $967.0K | 0.23% | +3,377+608.5% | Added |
| Marion Wealth Management | 3,892 | $958.1K | 0.34% | +89+2.3% | Added |
| Transcend Wealth Collective, LLC | 3,861 | $950.4K | 0.09% | −44−1.1% | Reduced |
| Private Wealth Partners, LLC | 3,855 | $948.8K | 0.09% | −150−3.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,833 | $943.4K | 0.10% | −551−12.6% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,826 | $941.7K | 0.52% | +125+3.4% | Added |
| Dana Investment Advisors, Inc. | 3,802 | $935.8K | 0.05% | −157−4.0% | Reduced |
| Lumature Wealth Partners, LLC | 3,752 | $923.4K | 0.55% | −26−0.7% | Reduced |
| Prospera Financial Services Inc | 3,741 | $921.1K | 0.04% | −189−4.8% | Reduced |
| Diamant Asset Management, Inc. | 3,725 | $916.8K | 0.70% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,698 | $910.1K | 0.75% | −12−0.3% | Reduced |
| Parsons Capital Management Inc | 3,637 | $895.2K | 0.07% | 00.0% | Unchanged |
| SFMG, LLC | 3,623 | $891.7K | 0.09% | −34−0.9% | Reduced |
| Eads & Heald Wealth Management | 3,616 | $890.0K | 0.44% | −228−5.9% | Reduced |
| Forte Capital LLC | 3,614 | $889.4K | 0.13% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 3,613 | $889.1K | 0.01% | −1,013−21.9% | Reduced |
| Man Group plc | 3,599 | $885.8K | 0.00% | +3,599 | New |
| Creegan & Nassoura Financial Group, LLC | 3,575 | $879.9K | 0.65% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,569 | $878.5K | 0.02% | −104−2.8% | Reduced |
| Pitcairn Co | 3,552 | $874.3K | 0.07% | −44−1.2% | Reduced |
| Prentice Wealth Management LLC | 3,550 | $873.8K | 0.40% | −139−3.8% | Reduced |
| FIL Ltd | 3,549 | $873.5K | 0.00% | −270−7.1% | Reduced |
| Mirador Capital Partners LP | 3,529 | $868.5K | 0.21% | +130+3.8% | Added |
| Meridian Investment Counsel Inc. | 3,510 | $863.9K | 0.31% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 3,496 | $860.5K | 0.14% | +1,565+81.0% | Added |
| Essex Financial Services, Inc. | 3,495 | $860.3K | 0.10% | −188−5.1% | Reduced |
| Anchor Capital Advisors LLC | 3,464 | $852.6K | 0.02% | +3,464 | New |
| ELCO Management Co., LLC | 3,461 | $851.9K | 0.62% | −390−10.1% | Reduced |
| LVW Advisors, LLC | 3,446 | $848.2K | 0.17% | −44−1.3% | Reduced |
| First National Advisers, LLC | 3,431 | $845.0K | 0.78% | −51−1.5% | Reduced |
| Bleakley Financial Group, LLC | 3,419 | $841.6K | 0.03% | +234+7.3% | Added |
| Sawtooth Solutions, LLC | 3,406 | $838.4K | 0.02% | −1,170−25.6% | Reduced |
| Siemens Fonds Invest GmbH | 3,364 | $823.9K | 0.08% | 00.0% | Unchanged |
| Cetera Advisors LLC | 3,317 | $816.5K | 0.01% | +50+1.5% | Added |
| Atlas Brown,Inc. | 3,306 | $813.7K | 0.36% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 3,300 | $812.2K | 1.13% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,292 | $810.3K | 0.01% | +533+19.3% | Added |
| Independent Advisor Alliance | 3,290 | $809.7K | 0.04% | −469−12.5% | Reduced |
| Paragon Advisors, LLC | 3,268 | $804.0K | 0.26% | −2,434−42.7% | Reduced |
| Guardian Capital LP | 3,250 | $799.9K | 0.03% | −2,725−45.6% | Reduced |
| AE Wealth Management LLC | 3,248 | $799.3K | 0.00% | −12,428−79.3% | Reduced |
| Laraway Financial Inc | 3,240 | $797.5K | 0.79% | −194−5.6% | Reduced |
| Haverford Trust Co | 3,227 | $794.3K | 0.01% | −199−5.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,201 | $787.9K | 0.05% | +164+5.4% | Added |
| TLWM | 3,175 | $781.5K | 0.23% | +11+0.3% | Added |
| Dover Advisors, LLC | 3,169 | $780.0K | 0.69% | −65−2.0% | Reduced |
| Exchange Capital Management, Inc. | 3,132 | $770.9K | 0.14% | −25−0.8% | Reduced |
| First Horizon Advisors, Inc. | 3,121 | $768.2K | 0.03% | +122+4.1% | Added |
| HMS Capital Management, LLC | 3,121 | $768.1K | 0.47% | −20−0.6% | Reduced |
| Forum Financial Management, LP | 3,090 | $760.5K | 0.02% | +33+1.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,083 | $758.8K | 0.61% | −251−7.5% | Reduced |
| Moneta Group Investment Advisors LLC | 3,009 | $740.6K | 0.02% | −626−17.2% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $738.4K | 0.01% | −1,600−34.8% | Reduced |
| Tectonic Advisors LLC | 2,978 | $733.0K | 0.09% | +294+11.0% | Added |
| Intrust Bank NA | 2,978 | $733.0K | 0.09% | −129−4.2% | Reduced |
| Meeder Advisory Services, Inc. | 2,933 | $721.9K | 0.08% | +119+4.2% | Added |
| Raab & Moskowitz Asset Management LLC | 2,892 | $711.8K | 0.24% | −555−16.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,889 | $711.0K | 0.03% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 2,866 | $705.4K | 0.65% | +2,866 | New |
| Aries Wealth Management | 2,865 | $705.2K | 0.27% | +9+0.3% | Added |
| Sequoia Financial Advisors, LLC | 2,858 | $703.4K | 0.01% | +900+46.0% | Added |
| Copperwynd Financial, LLC | 2,855 | $702.8K | 0.33% | +38+1.3% | Added |
| Colony Group LLC | 2,831 | $697.0K | 0.01% | −29−1.0% | Reduced |
| Laidlaw Wealth Management LLC | 2,831 | $696.8K | 0.14% | −75−2.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,822 | $695.0K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,793 | $687.0K | 0.00% | −884−24.0% | Reduced |
| Audent Global Asset Management, LLC | 2,791 | $686.9K | 0.82% | −4,217−60.2% | Reduced |
| Bragg Financial Advisors, Inc | 2,789 | $686.5K | 0.04% | −47−1.7% | Reduced |
| Wealth Alliance | 2,750 | $676.8K | 0.10% | −1,927−41.2% | Reduced |
| Banque Cantonale Vaudoise | 2,746 | $676.0K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 2,742 | $675.0K | 0.02% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 2,733 | $672.7K | 0.71% | −20−0.7% | Reduced |
| IHT Wealth Management, LLC | 2,669 | $657.0K | 0.03% | +263+10.9% | Added |
| Empirical Finance, LLC | 2,657 | $654.0K | 0.05% | −10.0% | Reduced |
| KCM Investment Advisors LLC | 2,655 | $653.4K | 0.03% | +1,512+132.3% | Added |
| Kingswood Wealth Advisors, LLC | 2,647 | $651.7K | 0.21% | +2,647 | New |
| Planning Directions Inc | 2,631 | $648.0K | 0.47% | −150−5.4% | Reduced |