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 |
|---|---|---|---|---|---|
| Arrow Financial Corp | 2,631 | $647.6K | 0.08% | −2,551−49.2% | Reduced |
| Gateway Investment Advisers LLC | 2,622 | $645.4K | 0.01% | −57−2.1% | Reduced |
| Morningstar Investment Management LLC | 2,574 | $634.0K | 0.08% | +2,574 | New |
| Badgley Phelps Wealth Managers, LLC | 2,572 | $633.0K | 0.02% | +24+0.9% | Added |
| Douglass Winthrop Advisors, LLC | 2,552 | $628.1K | 0.02% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 2,550 | $628.0K | 0.25% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 2,524 | $621.2K | 0.00% | −30−1.2% | Reduced |
| Savant Capital, LLC | 2,518 | $619.9K | 0.01% | +2,518 | New |
| Lincoln National Corp | 2,515 | $619.0K | 0.01% | −10−0.4% | Reduced |
| CAPROCK Group, Inc. | 2,510 | $617.9K | 0.05% | +401+19.0% | Added |
| Zenyatta Capital Management LP | 2,500 | $615.3K | 0.39% | +2,500 | New |
| Greenleaf Trust | 2,495 | $614.1K | 0.01% | +133+5.6% | Added |
| Thoroughbred Financial Services, LLC | 2,457 | $604.0K | 0.08% | −53−2.1% | Reduced |
| Anchor Investment Management, LLC | 2,447 | $602.3K | 0.08% | −170−6.5% | Reduced |
| Credential Qtrade Securities Inc. | 2,447 | $602.3K | 0.04% | −8−0.3% | Reduced |
| Cornerstone Advisory, LLC | 2,436 | $599.6K | 0.11% | +2+0.1% | Added |
| Glenmede Trust Co NA | 2,642 | $596.8K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,401 | $591.1K | 0.34% | −98−3.9% | Reduced |
| Intact Investment Management Inc. | 2,400 | $590.7K | 0.02% | −300−11.1% | Reduced |
| Arnhold LLC | 2,400 | $590.7K | 0.07% | 00.0% | Unchanged |
| Cooper Financial Group | 2,396 | $589.6K | 0.15% | +928+63.2% | Added |
| Cardiff Park Advisors, LLC | 2,387 | $587.5K | 0.07% | +2,387 | New |
| Burns Matteson Capital Management, LLC | 2,383 | $586.5K | 0.36% | +224+10.4% | Added |
| Chemung Canal Trust Co | 2,371 | $583.6K | 0.13% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 2,369 | $583.0K | 0.22% | −39−1.6% | Reduced |
| WBH Advisory Inc | 2,362 | $581.4K | 0.07% | −50−2.1% | Reduced |
| Athena Investment Management | 2,362 | $581.4K | 0.40% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,341 | $576.2K | 0.12% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,317 | $570.3K | 0.00% | −155−6.3% | Reduced |
| Scotia Capital Inc. | 2,312 | $569.1K | 0.00% | −299−11.5% | Reduced |
| Park National Corp | 2,310 | $568.6K | 0.02% | −6−0.3% | Reduced |
| Wilkinson Global Asset Management LLC | 2,310 | $568.6K | 0.04% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 2,260 | $567.0K | 0.06% | −250−10.0% | Reduced |
| 1620 Investment Advisors, Inc. | 2,299 | $565.9K | 0.64% | +29+1.3% | Added |
| Patten Group, Inc. | 2,285 | $562.4K | 0.16% | −30−1.3% | Reduced |
| Personal Cfo Solutions, LLC | 2,278 | $560.6K | 0.11% | +94+4.3% | Added |
| Ballentine Partners, LLC | 2,276 | $560.2K | 0.01% | +154+7.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,263 | $557.0K | 0.19% | +130+6.1% | Added |
| International Assets Investment Management, LLC | 2,253 | $554.5K | 0.08% | −62−2.7% | Reduced |
| Apollon Wealth Management, LLC | 2,252 | $554.3K | 0.03% | +133+6.3% | Added |
| Ossiam | 2,242 | $551.8K | 0.01% | −29,533−92.9% | Reduced |
| Texas Yale Capital Corp. | 2,214 | $544.9K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,212 | $544.5K | 0.04% | −10.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,203 | $542.2K | 0.17% | −30−1.3% | Reduced |
| WealthTrust Axiom LLC | 2,200 | $541.5K | 0.18% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2,200 | $541.5K | 0.20% | +2,200 | New |
| Wealthcare Advisory Partners LLC | 2,196 | $540.4K | 0.02% | −152−6.5% | Reduced |
| Nvest Financial, LLC | 2,191 | $539.2K | 0.47% | +237+12.1% | Added |
| Hillman Capital Management, Inc. | 2,178 | $536.1K | 0.19% | −77−3.4% | Reduced |
| Allworth Financial LP | 2,168 | $533.7K | 0.00% | −45−2.0% | Reduced |
| Washington Capital Management Inc | 2,150 | $529.2K | 0.45% | +1,050+95.5% | Added |
| Profund Advisors LLC | 2,147 | $528.4K | 0.03% | −10−0.5% | Reduced |
| Horizon Investments, LLC | 2,148 | $526.9K | 0.02% | +193+9.9% | Added |
| Cozad Asset Management Inc | 2,140 | $526.7K | 0.07% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,137 | $526.0K | 0.26% | +27+1.3% | Added |
| Confluence Wealth Services, Inc. | 2,136 | $525.7K | 0.11% | +51+2.4% | Added |
| Resources Investment Advisors, LLC. | 2,132 | $524.7K | 0.01% | +80+3.9% | Added |
| DFPG Investments, LLC | 1,943 | $520.6K | 0.05% | +26+1.4% | Added |
| Cooper/Haims Advisors, LLC | 2,102 | $517.4K | 0.40% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 2,102 | $517.4K | 0.28% | +121+6.1% | Added |
| Fukoku Mutual Life Insurance Co | 2,100 | $516.9K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,099 | $516.6K | 0.03% | +38+1.8% | Added |
| Logan Capital Management Inc | 2,098 | $516.4K | 0.02% | −2,478−54.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,098 | $516.4K | 0.10% | +129+6.6% | Added |
| Strategic Investment Advisors | 2,094 | $515.3K | 0.07% | +343+19.6% | Added |
| CNB Bank | 2,091 | $514.7K | 0.30% | +31+1.5% | Added |
| Navalign, LLC | 2,082 | $512.4K | 0.20% | −2−0.1% | Reduced |
| Tributary Capital Management, LLC | 2,075 | $510.7K | 0.05% | −95−4.4% | Reduced |
| RDA Financial Network | 2,064 | $508.0K | 0.21% | +150+7.8% | Added |
| Hartford Funds Management Co LLC | 2,063 | $507.8K | 0.05% | +508+32.7% | Added |
| Harbor Investment Advisory, LLC | 2,043 | $502.7K | 0.07% | −10.0% | Reduced |
| Arcataur Capital Management LLC | 2,024 | $498.2K | 0.20% | +2,024 | New |
| Spinnaker Investment Group, LLC | 2,023 | $497.9K | 0.16% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,020 | $497.2K | 0.22% | 00.0% | Unchanged |
| Bank Hapoalim BM | 2,015 | $496.0K | 0.07% | −2,760−57.8% | Reduced |
| Davis Investment Partners, LLC | 1,841 | $495.6K | 0.24% | +83+4.7% | Added |
| Retirement Guys Formula LLC | 2,010 | $494.8K | 0.29% | −24−1.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,005 | $493.5K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 2,003 | $493.0K | 0.14% | +143+7.7% | Added |
| Community Bank, N.A. | 2,000 | $492.3K | 0.06% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,992 | $490.3K | 0.07% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,990 | $489.8K | 0.05% | −167−7.7% | Reduced |
| Silverlake Wealth Management LLC | 1,988 | $489.2K | 0.27% | +11+0.6% | Added |
| Ameritas Investment Partners, Inc. | 1,961 | $482.7K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,942 | $478.0K | 0.02% | +1,942 | New |
| Armbruster Capital Management, Inc. | 1,934 | $476.0K | 0.12% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 1,895 | $466.4K | 0.06% | +321+20.4% | Added |
| Procyon Private Wealth Partners, LLC | 1,886 | $464.2K | 0.06% | −1,102−36.9% | Reduced |
| Wealth Advisors, Inc. | 1,850 | $464.2K | 0.20% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,883 | $464.0K | 0.02% | +34+1.8% | Added |
| Altshuler Shaham Ltd | 1,880 | $462.7K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,879 | $462.5K | 0.06% | +8+0.4% | Added |
| Perpetual Ltd | 1,873 | $461.0K | 0.00% | −13−0.7% | Reduced |
| Charter Research & Investment Group, Inc. | 1,871 | $460.5K | 0.38% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,866 | $459.3K | 0.31% | −280−13.0% | Reduced |
| Cigna Investments Inc | 1,857 | $457.0K | 0.09% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,853 | $456.0K | 0.00% | −78−4.0% | Reduced |
| Independent Financial Group, LLC | 1,847 | $454.7K | 0.03% | −79−4.1% | Reduced |
| Curbstone Financial Management Corp | 1,834 | $451.4K | 0.11% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,833 | $451.2K | 0.04% | −5−0.3% | Reduced |