Skip to main content
Livermore
Livermore
ZHEN

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.

Q3 2023 vs. Q2 2023

How the institutions holding Constellation Brands, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of STZ: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,229171,256+44
Shares143.2M270.7K142.3M−653.0K (−0.5%)
Value$35.2B$66.6M$35.8B+$627.0M (+1.8%)

17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (117)

Institutions that held Constellation Brands, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Showing the largest 100 of 117 by value.

Institutions new to STZ in Q3 2023
InstitutionSharesValue% of portfolio
TOMS Capital Investment Management LP358,000$90.0M8.37%
Cubist Systematic Strategies, LLC233,694$58.7M0.73%
Wealth Enhancement Advisory Services, LLC215,909$54.3M0.18%
Candlestick Capital Management LP175,000$44.0M1.75%
Trexquant Investment LP121,911$30.6M0.77%
Pictet Asset Management Holding SA80,569$20.2M0.02%
Ninety One UK Ltd72,337$18.2M0.06%
Braun Stacey Associates Inc61,924$15.6M0.76%
Erste Asset Management GmbH50,120$12.6M0.22%
Tiaa Trust, National Association47,006$11.8M0.04%
ING Groep NV41,250$10.4M0.09%
Ninety One SA (PTY) Ltd40,916$10.3M2.00%
Point72 Middle East FZE32,705$8.22M0.50%
Simplex Trading, LLC31,225$7.85M0.29%
Harel Insurance Investments & Financial Services Ltd.25,000$6.28M0.12%
Quantbot Technologies LP23,667$5.95M0.40%
Teza Capital Management LLC19,745$4.96M0.81%
Moore Capital Management, LP19,574$4.92M0.13%
Envestnet Portfolio Solutions, Inc.17,329$4.36M0.02%
Blue Zone Wealth Advisors, LLC17,291$4.35M1.91%
Gsa Capital Partners LLP15,224$3.83M0.33%
Granite Bay Wealth Management, LLC12,600$3.29M0.03%
HRT Financial LP9,385$2.36M0.02%
Dynamic Technology Lab Private Ltd9,245$2.32M0.23%
Fred Alger Management, LLC7,616$1.91M0.01%
Swiss Life Asset Management Ltd7,605$1.91M0.03%
Cornerstone Advisors, LLC7,300$1.83M0.09%
Linden Thomas Advisory Services, LLC6,411$1.61M0.36%
DoubleLine ETF Adviser LP5,552$1.40M0.50%
Qsemble Capital Management, LP5,100$1.28M0.24%
Axq Capital, LP4,900$1.23M0.43%
First Command Advisory Services, Inc.4,700$1.18M0.02%
Monograph Wealth Advisors, LLC4,500$1.13M0.22%
Magnetar Financial LLC4,472$1.12M0.03%
Alaethes Wealth LLC4,416$1.11M0.61%
Engineers Gate Manager LP4,245$1.07M0.04%
Voloridge Investment Management, LLC4,087$1.03M0.01%
Y-Intercept (Hong Kong) Ltd4,050$1.02M0.10%
Aigen Investment Management, LP3,988$1.00M0.19%
Cinctive Capital Management LP3,961$995.5K0.05%
Neo Ivy Capital Management3,816$959.0K0.42%
Virtu Financial LLC3,592$903.0K0.09%
NBC Securities, Inc.3,561$895.0K0.10%
Hunter Associates Investment Management LLC3,168$806.0K0.16%
QRG Capital Management, Inc.3,014$757.5K0.01%
Inceptionr LLC2,826$710.3K0.40%
Old Port Advisors2,825$710.0K0.26%
Seven Eight Capital, LP2,713$681.9K0.08%
Blackhawk Capital Partners LLC.2,635$662.3K0.48%
Park Avenue Securities LLC2,488$625.0K0.01%
Penobscot Investment Management Company, Inc.2,479$623.0K0.08%
Bridgefront Capital, LLC2,350$590.6K0.41%
Highview Capital Management LLC2,292$576.0K0.33%
Ritholtz Wealth Management2,274$571.5K0.03%
Ironwood Investment Counsel, LLC2,024$508.8K0.12%
Jefferies Financial Group Inc.1,887$474.3K0.01%
Iron Financial, LLC1,842$463.0K0.27%
Fifth Third Wealth Advisors LLC1,765$443.6K0.18%
Brevan Howard Capital Management LP1,764$443.3K0.13%
IFG Advisory, LLC1,678$421.7K0.04%
Axxcess Wealth Management, LLC1,645$413.4K0.01%
Vident Advisory, LLC1,607$403.9K0.01%
NEOS Investment Management LLC1,502$377.5K0.05%
Syon Capital LLC1,469$369.2K0.05%
Capital Advisory Group Advisory Services, LLC1,377$346.1K0.20%
NBT Bank N A1,252$314.7K0.03%
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.1,180$296.6K1.33%
Sherbrooke Park Advisers LLC1,144$287.5K0.09%
Ignite Planners, LLC1,106$266.9K0.08%
Camden Capital, LLC1,042$261.8K0.03%
First Foundation Advisors1,032$259.4K0.01%
Aspiriant, LLC1,031$259.1K0.01%
SYSTM Wealth Solutions LLC1,031$259.1K0.04%
NorthRock Partners, LLC1,002$251.8K0.03%
Trust Co of Toledo NA992$249.3K0.05%
Geller Advisors LLC991$249.1K0.03%
Lakeview Capital Partners, LLC925$232.5K0.05%
Bayesian Capital Management, LP916$230.2K0.03%
Aptus Capital Advisors, LLC883$221.9K0.01%
Point72 Asset Management, L.P.870$218.7K0.00%
Fisher Asset Management, LLC866$217.8K0.00%
Mint Tower Capital Management B.V.858$216.0K0.06%
Oversea-Chinese Banking CORP Ltd851$214.0K0.01%
Modera Wealth Management, LLC838$210.6K0.00%
Granite Harbor Advisors, Inc.838$210.6K0.17%
Mather Group, LLC.833$209.4K0.00%
V-Square Quantitative Management LLC820$206.1K0.09%
Stanley-Laman Group, Ltd.812$204.1K0.03%
Chatham Capital Group, Inc.810$203.6K0.05%
Marino, Stram & Associates LLC810$203.5K0.06%
Franklin Street Advisors Inc806$203.0K0.02%
Financial Council Asset Management Inc803$201.8K0.16%
Pitti Group Wealth Management, LLC799$200.9K0.23%
Ramirez Asset Management, Inc.500$125.7K0.03%
VisionPoint Advisory Group, LLC229$57.5K0.02%
Flaharty Asset Management, LLC200$50.3K0.01%
Cornerstone Planning Group LLC192$48.3K0.02%
DHJJ Financial Advisors, Ltd.166$41.7K0.02%
Annis Gardner Whiting Capital Advisors, LLC164$41.2K0.02%
First Financial Corp161$40.5K0.02%

Sold out (73)

Institutions that held Constellation Brands, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of STZ in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Natixis243,739$60.0M
Ceredex Value Advisors LLC179,750$44.2M
Caisse de Depot Et Placement du Quebec115,000$28.3M
Brookfield Asset Management Inc.66,611$16.4M
Armistice Capital, LLC60,000$14.8M
Woodline Partners LP51,113$12.6M
Primecap Management Co25,700$6.33M
ICICI Prudential Asset Management Co Ltd23,614$5.82M
Van Hulzen Asset Management, LLC16,115$3.97M
Group One Trading, L.P.10,234$2.52M
Richard Bernstein Advisors LLC9,687$2.38M
Twin Tree Management, LP8,369$2.06M
Harris Associates L PSuperinvestorHarris Associates (Oakmark)5,283$1.30M
Wealth Advisors of Tampa Bay, LLC5,235$1.29M
Vestmark Advisory Solutions, Inc.5,218$1.28M
Veritable, L.P.4,300$1.06M
Sandia Investment Management LP4,000$984.5K
Paragon Advisors, LLC3,268$804.0K
Guardian Capital LP3,250$799.9K
Advanced Portfolio Management, LLC2,866$705.4K
Zenyatta Capital Management LP2,500$615.3K
Cardiff Park Advisors, LLC2,387$587.5K
Guardian Capital Advisors LP2,260$567.0K
Ossiam2,242$551.8K
Harvey Capital Management Inc2,200$541.5K
Arrowstreet Capital, Limited Partnership1,806$445.0K
Prelude Capital Management, LLC1,723$424.1K
AustralianSuper Pty Ltd1,612$396.8K
Sustainable Insight Capital Management, LLC1,500$369.2K
China Universal Asset Management Co., Ltd.1,436$353.4K
Vident Investment Advisory, LLC1,402$345.1K
Cookson Peirce & Co Inc1,324$326.0K
Inlet Private Wealth, LLC1,318$324.4K
Cypress Capital Group1,273$313.3K
Silver Oak Securities, Inc1,214$299.0K
Arlington Partners LLC1,104$271.7K
Claybrook Capital, LLC1,069$263.1K
M Holdings Securities, Inc.1,050$258.0K
Roman Butler Fullerton & Co957$256.3K
Arvest Trust Co N A934$254.8K
Advisory Research Inc1,033$254.3K
CM Wealth Advisors LLC894$243.6K
Fortis Capital Advisors, LLC988$243.2K
Calton & Associates, Inc.986$242.7K
Wallace Advisory Group, LLC1,019$230.2K
Summit X, LLC924$227.6K
Freestone Capital Holdings, LLC901$221.7K
Seaport Global Advisors, LLC896$220.5K
V Wealth Advisors LLC895$220.3K
Gladstone Institutional Advisory LLC831$204.6K
Fortitude Advisory Group L.L.C.815$200.6K
First Pacific Advisors, LP451$111.0K
Headlands Technologies LLC420$103.4K
Meitav Dash Investments Ltd400$98.7K
Old Second National Bank of Aurora332$81.7K
Worth Asset Management, LLC302$74.3K
Clear Street Markets LLC210$52.0K
Ridgewood Investments LLC164$40.3K
ICA Group Wealth Management, LLC118$29.1K
CVA Family Office, LLC110$27.1K
Perkins Coie Trust Co50$12.3K
Tilia Fiduciary Partners, Inc.32$7.90K
Pinnacle Bancorp, Inc.28$6.89K
Clearview Wealth Advisors LLC23$5.66K
Adirondack Retirement Specialists, Inc.15$3.69K
Sittner & Nelson, LLC15$3.69K
Fiduciary Alliance LLC14$3.45K
Disciplined Investments, LLC10$2.46K
Gables Capital Management Inc.9$2.21K
Richard W. Paul & Associates, LLC8$1.97K
Sanctuary Wealth Management, L.L.C.6$1.48K
Bollard Group LLC5$1.00K
Safeguard Financial, LLC3$1.00K

Not filed for Q3 2023 yet (17)

Institutions that held Constellation Brands, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STZ in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Vigilant Capital Management, LLC113,592$28.0M
Pictet Asset Management SA72,340$17.8M
Tiaa, FSB47,205$11.6M
PFS Investments Inc.7,890$1.94M
BDO Wealth Advisors, LLC6,982$1.72M
First Command Bank4,710$1.16M
First Command Financial Services, Inc.4,710$1.16M
Kistler-Tiffany Companies, LLC4,516$1.11M
Lumature Wealth Partners, LLC3,752$923.4K
44 Wealth Management LLC1,827$449.7K
BFT Financial Group, LLC1,476$363.3K
EA Series Trust1,321$325.1K
Coastal Capital Group, Inc.140$34.5K
Endurance Wealth Management, Inc.100$25.0K
First Capital Advisors Group, LLC.95$23.4K
BerganKDV Wealth Management, LLC32$7.88K
Lansing Street Advisors18$4.49K