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 |
|---|---|---|---|---|---|
| 44 Wealth Management LLC | 1,827 | $449.7K | 0.15% | −14−0.8% | Reduced |
| E&G Advisors, LP | 1,825 | $449.2K | 0.16% | −25−1.4% | Reduced |
| FDx Advisors, Inc. | 1,820 | $448.0K | 0.02% | +538+42.0% | Added |
| Tempus Wealth Planning, LLC | 1,818 | $447.4K | 0.20% | +67+3.8% | Added |
| Global Retirement Partners, LLC | 1,813 | $446.1K | 0.02% | +200+12.4% | Added |
| Financial Advocates Investment Management | 1,810 | $445.5K | 0.03% | −160−8.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,806 | $445.0K | 0.00% | −410,810−99.6% | Reduced |
| Lake Street Financial LLC | 1,807 | $444.8K | 0.08% | −10−0.6% | Reduced |
| United Bank | 1,800 | $443.0K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,794 | $441.6K | 0.04% | +39+2.2% | Added |
| Meridian Wealth Management, LLC | 1,793 | $441.3K | 0.04% | −130−6.8% | Reduced |
| InTrack Investment Management Inc | 1,788 | $440.1K | 0.36% | +1,788 | New |
| Jaffetilchin Investment Partners, LLC | 1,777 | $437.4K | 0.05% | −22−1.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,777 | $437.4K | 0.08% | −206−10.4% | Reduced |
| Lavaca Capital LLC | 1,770 | $435.6K | 0.14% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,755 | $432.0K | 0.12% | −124−6.6% | Reduced |
| Berkeley Capital Partners, LLC | 1,749 | $430.5K | 0.15% | −25−1.4% | Reduced |
| Archford Capital Strategies, LLC | 1,583 | $429.4K | 0.08% | −1,222−43.6% | Reduced |
| Quantinno Capital Management LP | 1,742 | $429.0K | 0.02% | +625+56.0% | Added |
| Edgestream Partners, L.P. | 1,735 | $427.0K | 0.04% | +1,735 | New |
| Avantax Planning Partners, Inc. | 1,730 | $425.8K | 0.02% | +7+0.4% | Added |
| Veriti Management LLC | 1,728 | $425.4K | 0.05% | +173+11.1% | Added |
| Morningstar Investment Services LLC | 1,721 | $425.0K | 0.01% | +176+11.4% | Added |
| Prelude Capital Management, LLC | 1,723 | $424.1K | 0.04% | +1,723 | New |
| Tiemann Investment Advisors, LLC | 1,714 | $421.9K | 0.21% | 00.0% | Unchanged |
| Capital Management Associates | 1,700 | $418.4K | 0.61% | 00.0% | Unchanged |
| Tufton Capital Management | 1,683 | $414.2K | 0.09% | −750−30.8% | Reduced |
| Mutual Advisors, LLC | 1,669 | $410.8K | 0.02% | +66+4.1% | Added |
| Atlas Capital Advisors LLC | 1,668 | $410.5K | 0.06% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,664 | $409.6K | 0.03% | +12+0.7% | Added |
| Ellevest, Inc. | 1,651 | $406.4K | 0.03% | +697+73.1% | Added |
| Regions Financial Corp | 1,641 | $403.9K | 0.00% | +222+15.6% | Added |
| Brown Brothers Harriman & Co | 1,637 | $402.9K | 0.00% | +267+19.5% | Added |
| Spinnaker Trust | 1,616 | $397.7K | 0.03% | −25−1.5% | Reduced |
| Alesco Advisors LLC | 1,616 | $397.7K | 0.01% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 1,612 | $396.8K | 0.00% | +1,612 | New |
| Berger Financial Group, Inc | 1,612 | $396.7K | 0.04% | −26−1.6% | Reduced |
| Capstone Investment Advisors, LLC | 1,606 | $395.3K | 0.01% | −246−13.3% | Reduced |
| Lee Financial Co | 1,600 | $393.8K | 0.07% | −40−2.4% | Reduced |
| BSW Wealth Partners | 1,594 | $392.2K | 0.08% | +13+0.8% | Added |
| Daymark Wealth Partners, LLC | 1,593 | $392.1K | 0.03% | +659+70.6% | Added |
| Flagship Harbor Advisors, LLC | 1,586 | $390.3K | 0.03% | −37−2.3% | Reduced |
| Riverview Trust Co | 1,577 | $388.1K | 0.35% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 1,569 | $386.1K | 0.04% | +11+0.7% | Added |
| Delta Financial Group, Inc. | 1,570 | $386.0K | 0.45% | −160−9.2% | Reduced |
| XML Financial, LLC | 1,550 | $381.5K | 0.04% | +20+1.3% | Added |
| Sandy Cove Advisors, LLC | 1,545 | $380.3K | 0.22% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,543 | $379.8K | 0.09% | −948−38.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,540 | $379.0K | 0.12% | +1,540 | New |
| Hazlett, Burt & Watson, Inc. | 1,540 | $379.0K | 0.28% | +3+0.2% | Added |
| Meritas Wealth Management, LLC | 1,535 | $377.8K | 0.28% | +420+37.7% | Added |
| Johnson Investment Counsel Inc | 1,531 | $376.8K | 0.00% | −214−12.3% | Reduced |
| J.W. Cole Advisors, Inc. | 1,505 | $370.4K | 0.03% | +45+3.1% | Added |
| Nikulski Financial, Inc. | 1,500 | $369.2K | 0.15% | −20−1.3% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $369.2K | 0.33% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,500 | $369.2K | 0.34% | +1,500 | New |
| Boothbay Fund Management, LLC | 1,497 | $368.5K | 0.01% | +1,497 | New |
| Mirabella Financial Services LLP | 1,494 | $367.7K | 0.04% | +1,494 | New |
| Visionary Wealth Advisors | 1,488 | $366.3K | 0.03% | +4+0.3% | Added |
| Strategic Blueprint, LLC | 1,487 | $365.9K | 0.03% | +137+10.1% | Added |
| Highlander Capital Management, LLC | 1,400 | $365.0K | 0.17% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 1,476 | $363.3K | 0.04% | +1,476 | New |
| Ameritas Advisory Services, LLC | 1,430 | $362.6K | 0.05% | −3,063−68.2% | Reduced |
| Desjardins Global Asset Management Inc. | 1,457 | $358.5K | 0.04% | +467+47.2% | Added |
| China Universal Asset Management Co., Ltd. | 1,436 | $353.4K | 0.11% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,428 | $351.5K | 0.08% | −92−6.1% | Reduced |
| Diametric Capital, LP | 1,427 | $351.2K | 0.16% | +30+2.1% | Added |
| King Luther Capital Management Corp | 1,413 | $347.8K | 0.00% | +13+0.9% | Added |
| Chicago Partners Investment Group LLC | 1,283 | $345.9K | 0.02% | +144+12.6% | Added |
| Graham Capital Management, L.P. | 1,404 | $345.6K | 0.01% | +1,404 | New |
| Vident Investment Advisory, LLC | 1,402 | $345.1K | 0.01% | +279+24.8% | Added |
| Spirit of America Management Corp | 1,400 | $344.6K | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,400 | $344.6K | 0.02% | +1,400 | New |
| AlphaCore Capital LLC | 1,380 | $339.7K | 0.05% | +70+5.3% | Added |
| Ausdal Financial Partners, Inc. | 1,375 | $338.5K | 0.05% | +34+2.5% | Added |
| Oxford Financial Group Ltd | 1,374 | $338.2K | 0.03% | +1,374 | New |
| Symmetry Partners, LLC | 1,370 | $337.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,362 | $335.3K | 0.02% | +1,362 | New |
| Northern Oak Wealth Management Inc | 1,348 | $331.8K | 0.04% | +441+48.6% | Added |
| RMB Capital Management, LLC | 1,343 | $330.6K | 0.01% | +1,343 | New |
| Equitable Holdings, Inc. | 1,339 | $329.6K | 0.00% | +1,339 | New |
| Alhambra Investment Partners LLC | 1,337 | $329.1K | 0.22% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,324 | $326.0K | 0.02% | −44−3.2% | Reduced |
| KRS Capital Management, LLC | 1,321 | $325.2K | 0.32% | −39−2.9% | Reduced |
| Empowered Funds, LLC | 1,321 | $325.1K | 0.01% | +1,321 | New |
| EA Series Trust | 1,321 | $325.1K | 0.01% | +1,321 | New |
| Focus Financial Network, Inc. | 1,320 | $324.9K | 0.02% | −242−15.5% | Reduced |
| Inlet Private Wealth, LLC | 1,318 | $324.4K | 0.08% | +17+1.3% | Added |
| Reynders McVeigh Capital Management, LLC | 1,314 | $323.0K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,254 | $320.5K | 0.10% | +50+4.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,300 | $320.0K | 0.02% | +113+9.5% | Added |
| Clarius Group, LLC | 1,295 | $318.7K | 0.02% | −1−0.1% | Reduced |
| HB Wealth Management, LLC | 1,289 | $317.3K | 0.01% | +1+0.1% | Added |
| ICW Investment Advisors LLC | 1,285 | $316.2K | 0.17% | +6+0.5% | Added |
| Sciencast Management LP | 1,238 | $315.2K | 0.26% | +1,238 | New |
| Evoke Wealth, LLC | 1,277 | $314.4K | 0.01% | +390+44.0% | Added |
| Searle & Co. | 1,150 | $313.7K | 0.10% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,274 | $313.6K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Group | 1,273 | $313.3K | 0.05% | +11+0.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,272 | $313.1K | 0.04% | +241+23.4% | Added |