Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,038 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, Q3 2023

Institutional positions in Constellation Brands, Inc. as of Sep 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: 1,256; +44 vs. Q2 2023
Shares held: 142.3M; −653.0K (−0.5%) vs. Q2 2023
Total value: $35.8B; +$627.0M (+1.8%) vs. Q2 2023
New holders: 117; 461 more added
Sold out: 73; 481 more reduced

17 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,256 institutions

Value heldQ3 2023: $35.8B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$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, Q3 2023

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2023.

Institutions holding STZ in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
WestEnd Advisors, LLC	2	$503	0.00%	+2	New
Tfo-TDC, LLC	3	$738	0.00%	+3	New
Financial Synergies Wealth Advisors, Inc.	3	$754	0.00%	00.0%	Unchanged
Jones Financial Companies LLLP	4	$1.00K	0.00%	+4	New
Plante Moran Financial Advisors, LLC	4	$1.00K	0.00%	+4	New
Barrett & Company, Inc.	5	$1.26K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	5	$1.26K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	5	$1.26K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	5	$1.26K	0.00%	00.0%	Unchanged
MCF Advisors LLC	6	$1.51K	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	10	$2.00K	0.00%	00.0%	Unchanged
Avion Wealth	10	$2.00K	0.00%	+2+25.0%	Added
Sound Income Strategies, LLC	8	$2.01K	0.00%	−5−38.5%	Reduced
Tortoise Investment Management, LLC	9	$2.26K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	9	$2.26K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	9	$2.26K	0.00%	+9	New
LGT Financial Advisors LLC	9	$2.26K	0.00%	+9	New
Delta Asset Management LLC	10	$2.51K	0.00%	00.0%	Unchanged
Cedar Wealth Management, LLC	10	$2.51K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	10	$2.51K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	10	$2.51K	0.00%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	10	$2.51K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	10	$2.51K	0.00%	+3+42.9%	Added
Cape Investment Advisory, Inc.	12	$3.06K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	12	$3.12K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	13	$3.27K	0.00%	00.0%	Unchanged
Addison Advisors LLC	13	$3.27K	0.00%	+13	New
Cherry Tree Wealth Management, LLC	17	$4.27K	0.00%	00.0%	Unchanged
CoreFirst Bank & Trust	17	$4.27K	0.00%	+17	New
Baystate Wealth Management LLC	18	$4.73K	0.00%	00.0%	Unchanged
Atlantic Trust, LLC	19	$4.78K	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	19	$4.85K	0.01%	+19	New
Raffa Wealth Management, LLC	21	$5.28K	0.00%	−29−58.0%	Reduced
Pacifica Partners Inc.	24	$5.79K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	25	$6.28K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	26	$6.54K	0.00%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	31	$7.97K	0.01%	00.0%	Unchanged
Colonial Trust Advisors	34	$8.54K	0.00%	−3−8.1%	Reduced
First Community Trust NA	35	$8.80K	0.01%	00.0%	Unchanged
Centennial Bank	35	$8.80K	0.01%	00.0%	Unchanged
Hexagon Capital Partners LLC	37	$9.30K	0.00%	00.0%	Unchanged
Benjamin Edwards Inc	40	$10.0K	0.00%	00.0%	Unchanged
Retirement Group, LLC	40	$10.1K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	42	$10.6K	0.00%	+4+10.5%	Added
Legend Financial Advisors, Inc.	43	$10.8K	0.01%	00.0%	Unchanged
Transamerica Financial Advisors, Inc.	42	$11.0K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	44	$11.0K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	45	$11.0K	0.01%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	47	$11.8K	0.01%	+44+1,466.7%	Added
NewSquare Capital LLC	49	$12.3K	0.00%	−4−7.5%	Reduced
Winch Advisory Services, LLC	52	$13.0K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	53	$13.0K	0.00%	+4+8.2%	Added
Hibernia Wealth Partners, LLC	52	$13.1K	0.01%	+52	New
Focused Wealth Management, Inc	52	$13.1K	0.00%	−3−5.5%	Reduced
First Personal Financial Services	54	$13.6K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	55	$13.7K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	55	$13.8K	0.01%	−3−5.2%	Reduced
Householder Group Estate & Retirement Specialist, LLC	56	$14.1K	0.01%	+56	New
SRS Capital Advisors, Inc.	58	$14.5K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	59	$15.0K	0.00%	−27−31.4%	Reduced
Carolina Wealth Advisors, LLC	60	$15.1K	0.01%	00.0%	Unchanged
Legacy Financial Group LLC	61	$15.3K	0.00%	+61	New
Steward Financial Group LLC	64	$16.0K	0.01%	+64	New
Providence Capital Advisors, LLC	65	$16.3K	0.00%	−3−4.4%	Reduced
Baker Avenue Asset Management, LP	66	$16.6K	0.00%	−210−76.1%	Reduced
TFC Financial Management	67	$16.8K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	71	$17.0K	0.01%	00.0%	Unchanged
Abound Wealth Management	71	$17.8K	0.01%	+2+2.9%	Added
Covestor Ltd	71	$18.0K	0.01%	−7−9.0%	Reduced
Earnest Partners LLC	73	$18.3K	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	74	$18.6K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	75	$18.9K	0.01%	00.0%	Unchanged
Sutton Wealth Advisors Inc.	75	$18.9K	0.01%	+9+13.6%	Added
Motco	78	$19.6K	0.00%	−4−4.9%	Reduced
Geo Capital Gestora de Recursos Ltd	79	$20.0K	0.02%	−123−60.9%	Reduced
Ogorek Anthony Joseph	87	$22.0K	0.01%	−20−18.7%	Reduced
Carolinas Wealth Consulting LLC	95	$22.2K	0.01%	−6−5.9%	Reduced
Northwest Capital Management Inc	90	$22.6K	0.01%	00.0%	Unchanged
JFS Wealth Advisors, LLC	90	$22.6K	0.00%	+11+13.9%	Added
Carmel Capital Partners, LLC	95	$23.9K	0.01%	+95	New
New Millennium Group LLC	98	$24.6K	0.02%	+88+880.0%	Added
Salomon & Ludwin, LLC	98	$24.6K	0.00%	+98	New
Wellington Shields & Co., LLC	100	$25.1K	0.01%	−500−83.3%	Reduced
Hallmark Capital Management Inc	100	$25.1K	0.00%	00.0%	Unchanged
St. Johns Investment Management Company, LLC	100	$25.1K	0.01%	00.0%	Unchanged
Indiana Trust & Investment Management CO	100	$25.1K	0.01%	+100	New
Jamison Private Wealth Management, Inc.	100	$25.1K	0.01%	+100	New
Impact Partnership Wealth, LLC	102	$25.6K	0.01%	+94+1,175.0%	Added
WR Wealth Planners, LLC	103	$25.8K	0.01%	+1+1.0%	Added
Zions Bancorporation, N.A.	105	$26.4K	0.00%	00.0%	Unchanged
JNBA Financial Advisors	106	$26.6K	0.00%	00.0%	Unchanged
Livforsakringsbolaget Skandia, Omsesidigt	118	$29.7K	0.00%	00.0%	Unchanged
Hanson & Doremus Investment Management	119	$30.0K	0.01%	00.0%	Unchanged
Asset Dedication, LLC	118	$30.0K	0.00%	+115+3,833.3%	Added
Kozak & Associates, Inc.	131	$31.0K	0.01%	00.0%	Unchanged
Investors Research Corp	124	$31.2K	0.01%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	125	$31.4K	0.02%	00.0%	Unchanged
Private Ocean, LLC	134	$33.7K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	135	$33.9K	0.01%	00.0%	Unchanged
Bell Investment Advisors, Inc	142	$35.7K	0.01%	−18−11.3%	Reduced