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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atria Investments LLC | 18,240 | $4.58M | 0.08% | −1,107−5.7% | Reduced |
| Addison Capital Co | 18,353 | $4.61M | 3.59% | −284−1.5% | Reduced |
| Peddock Capital Advisors, LLC | 18,480 | $4.64M | 1.55% | +68+0.4% | Added |
| Aviva PLC | 18,492 | $4.65M | 0.02% | +11,948+182.6% | Added |
| Quantitative Investment Management, LLC | 18,660 | $4.69M | 0.72% | +2,762+17.4% | Added |
| Cetera Investment Advisers | 18,879 | $4.74M | 0.04% | −333−1.7% | Reduced |
| Parallel Advisors, LLC | 18,920 | $4.76M | 0.16% | +356+1.9% | Added |
| RNC Capital Management LLC | 19,020 | $4.78M | 0.30% | −883−4.4% | Reduced |
| State of Alaska, Department of Revenue | 19,166 | $4.82M | 0.06% | −820−4.1% | Reduced |
| Nissay Asset Management Corp | 19,193 | $4.82M | 0.04% | +516+2.8% | Added |
| Camden National Bank | 19,202 | $4.83M | 0.99% | +98+0.5% | Added |
| Kestra Advisory Services, LLC | 19,334 | $4.86M | 0.05% | +19+0.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 19,423 | $4.88M | 1.46% | −3,709−16.0% | Reduced |
| Moore Capital Management, LP | 19,574 | $4.92M | 0.13% | +19,574 | New |
| Bailard, Inc. | 19,618 | $4.93M | 0.16% | +1,749+9.8% | Added |
| Teza Capital Management LLC | 19,745 | $4.96M | 0.81% | +19,745 | New |
| Graham Capital Management, L.P. | 19,870 | $4.99M | 0.15% | +18,466+1,315.2% | Added |
| Storebrand Asset Management AS | 20,030 | $5.03M | 0.02% | +459+2.3% | Added |
| Kovitz Investment Group Partners, LLC | 20,203 | $5.08M | 0.09% | −920−4.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 20,232 | $5.08M | 0.67% | +427+2.2% | Added |
| AQR Capital Management LLC | 20,537 | $5.16M | 0.01% | −553−2.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 20,614 | $5.18M | 0.11% | −13,421−39.4% | Reduced |
| Snowden Capital Advisors LLC | 20,821 | $5.23M | 0.22% | −497−2.3% | Reduced |
| South State Corp. | 21,145 | $5.31M | 0.50% | +3,374+19.0% | Added |
| Oak Harvest Investment Services | 21,241 | $5.34M | 1.13% | −3,577−14.4% | Reduced |
| First National Bank of Omaha | 21,293 | $5.35M | 0.35% | −3,379−13.7% | Reduced |
| Hedeker Wealth, LLC | 21,296 | $5.35M | 1.86% | +787+3.8% | Added |
| MML Investors Services, LLC | 21,487 | $5.40M | 0.03% | +910+4.4% | Added |
| Parkside Investments, LLC | 21,488 | $5.40M | 0.99% | −17−0.1% | Reduced |
| Yousif Capital Management, LLC | 21,588 | $5.43M | 0.07% | −1,262−5.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,750 | $5.47M | 0.03% | −1,106−4.8% | Reduced |
| Captrust Financial Advisors | 21,813 | $5.48M | 0.02% | −971−4.3% | Reduced |
| Townsend Asset Management Corp | 21,967 | $5.52M | 2.78% | +194+0.9% | Added |
| Bartlett & Co. Wealth Management LLC | 22,050 | $5.54M | 0.10% | +30.0% | Added |
| Bartlett & Co. LLC | 22,050 | $5.54M | 0.10% | +30.0% | Added |
| Oak Ridge Investments LLC | 22,090 | $5.55M | 0.71% | +682+3.2% | Added |
| Allianz Asset Management GmbH | 22,261 | $5.59M | 0.01% | +6,471+41.0% | Added |
| Varma Mutual Pension Insurance Co | 22,500 | $5.65M | 0.07% | +7,500+50.0% | Added |
| WealthPlan Investment Management, LLC | 22,524 | $5.66M | 1.00% | +13,209+141.8% | Added |
| Liberty Capital Management, Inc. | 22,579 | $5.67M | 1.68% | +227+1.0% | Added |
| Wisconsin Capital Management LLC | 22,636 | $5.69M | 3.76% | +967+4.5% | Added |
| Investment House LLC | 23,028 | $5.79M | 0.46% | +209+0.9% | Added |
| ProShare Advisors LLC | 23,031 | $5.79M | 0.02% | −4,676−16.9% | Reduced |
| Trust Co of Vermont | 23,048 | $5.79M | 0.39% | +1,628+7.6% | Added |
| New York Life Investment Management LLC | 23,093 | $5.80M | 0.06% | +163+0.7% | Added |
| HGK Asset Management Inc | 23,213 | $5.83M | 1.91% | −1,823−7.3% | Reduced |
| MMBG Investment Advisors Co. | 23,234 | $5.84M | 0.74% | +910+4.1% | Added |
| CIBC Asset Management Inc | 23,299 | $5.86M | 0.02% | −501−2.1% | Reduced |
| Quantbot Technologies LP | 23,667 | $5.95M | 0.40% | +23,667 | New |
| Legacy Private Trust Co. | 24,005 | $6.03M | 0.52% | −1,072−4.3% | Reduced |
| Pacific Global Investment Management CO | 24,031 | $6.04M | 1.33% | +642+2.7% | Added |
| First Long Island Investors, LLC | 24,250 | $6.09M | 0.59% | +147+0.6% | Added |
| Gibraltar Capital Management, Inc. | 24,284 | $6.10M | 2.71% | +640+2.7% | Added |
| Central Trust Co | 24,663 | $6.20M | 0.18% | +178+0.7% | Added |
| Assetmark, Inc | 24,974 | $6.28M | 0.03% | +627+2.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 25,000 | $6.28M | 0.12% | +25,000 | New |
| VGI Partners Ltd | 25,000 | $6.28M | 1.40% | +5,400+27.6% | Added |
| Telemus Capital, LLC | 25,198 | $6.33M | 0.59% | −497−1.9% | Reduced |
| Public Employees Retirement Association of Colorado | 25,267 | $6.35M | 0.03% | −1,304−4.9% | Reduced |
| DekaBank Deutsche Girozentrale | 25,884 | $6.51M | 0.01% | −417−1.6% | Reduced |
| WealthBridge Investment Counsel Inc. | 26,045 | $6.55M | 2.85% | +400+1.6% | Added |
| FineMark National Bank & Trust | 26,103 | $6.56M | 0.29% | −610−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 29,034 | $6.73M | 0.41% | +1,215+4.4% | Added |
| Peapack Gladstone Financial Corp | 27,026 | $6.79M | 0.13% | +3,049+12.7% | Added |
| Salem Investment Counselors Inc | 27,332 | $6.87M | 0.26% | +3,318+13.8% | Added |
| Financial Counselors Inc | 27,352 | $6.87M | 0.14% | +4,977+22.2% | Added |
| Ethic Inc. | 27,641 | $6.95M | 0.24% | +2,681+10.7% | Added |
| Forsta Ap-Fonden | 27,700 | $6.96M | 0.08% | −900−3.1% | Reduced |
| Blair William & Co | 27,746 | $6.97M | 0.03% | −3,335−10.7% | Reduced |
| Utah Retirement Systems | 27,784 | $6.98M | 0.10% | +1,500+5.7% | Added |
| Great Lakes Advisors, LLC | 27,964 | $7.03M | 0.06% | +1,508+5.7% | Added |
| Madison Asset Management, LLC | 28,140 | $7.07M | 0.10% | +5,540+24.5% | Added |
| Czech National Bank | 28,202 | $7.09M | 0.11% | +9,113+47.7% | Added |
| Alberta Investment Management Corp | 28,398 | $7.14M | 0.08% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 28,432 | $7.15M | 0.08% | −26−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,472 | $7.16M | 0.03% | −6,985−19.7% | Reduced |
| CCM Investment Advisers LLC | 28,574 | $7.18M | 0.99% | −428−1.5% | Reduced |
| First American Bank | 28,605 | $7.19M | 0.65% | +21+0.1% | Added |
| Compass Wealth Management LLC | 28,921 | $7.27M | 2.28% | +411+1.4% | Added |
| Appleton Partners Inc | 29,149 | $7.33M | 0.65% | +1,284+4.6% | Added |
| Chartwell Investment Partners, LLC | 30,077 | $7.56M | 0.29% | −1,563−4.9% | Reduced |
| Stonebridge Capital Advisors LLC | 30,174 | $7.58M | 0.83% | +348+1.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,471 | $7.66M | 0.02% | +3,010+11.0% | Added |
| Guggenheim Capital LLC | 30,778 | $7.74M | 0.07% | −11,603−27.4% | Reduced |
| Factory Mutual Insurance Co | 30,800 | $7.74M | 0.11% | 00.0% | Unchanged |
| DnB Asset Management AS | 30,997 | $7.79M | 0.05% | +46+0.1% | Added |
| Simplex Trading, LLC | 31,225 | $7.85M | 0.29% | +31,225 | New |
| Moors & Cabot, Inc. | 31,327 | $7.87M | 0.53% | +158+0.5% | Added |
| Roffman Miller Associates Inc | 31,986 | $8.04M | 0.64% | −431−1.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,433 | $8.15M | 0.07% | +4,311+15.3% | Added |
| Mariner, LLC | 32,450 | $8.16M | 0.02% | −871−2.6% | Reduced |
| Point72 Middle East FZE | 32,705 | $8.22M | 0.50% | +32,705 | New |
| iA Global Asset Management Inc. | 32,780 | $8.24M | 0.22% | −5,963−15.4% | Reduced |
| USS Investment Management Ltd | 32,843 | $8.26M | 0.09% | +1,372+4.4% | Added |
| NS Partners Ltd | 32,952 | $8.28M | 0.45% | +167+0.5% | Added |
| WSFS Capital Management, LLC | 33,046 | $8.31M | 0.54% | +7,021+27.0% | Added |
| IFM Investors Pty Ltd | 33,156 | $8.33M | 0.11% | +500+1.5% | Added |
| Vestcor Inc | 33,310 | $8.37M | 0.31% | +4,348+15.0% | Added |
| Texas Permanent School Fund | 33,329 | $8.38M | 0.08% | −482−1.4% | Reduced |
| First Financial Bank - Trust Division | 33,955 | $8.53M | 0.94% | +1,988+6.2% | Added |