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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.

Institutional holdersQ3 2023: 1,256 institutions
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,039 institutions
Value heldQ3 2023: $35.8B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,039$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$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
InstitutionSharesValue% of portfolioChange in sharesAction
Wallace Advisory Group, LLC0$00.00%−1,019−100.0%Sold out
Summit X, LLC0$00.00%−924−100.0%Sold out
Freestone Capital Holdings, LLC0$00.00%−901−100.0%Sold out
Seaport Global Advisors, LLC0$00.00%−896−100.0%Sold out
V Wealth Advisors LLC0$00.00%−895−100.0%Sold out
Gladstone Institutional Advisory LLC0$00.00%−831−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−815−100.0%Sold out
First Pacific Advisors, LP0$00.00%−451−100.0%Sold out
Headlands Technologies LLC0$00.00%−420−100.0%Sold out
Meitav Dash Investments Ltd0$00.00%−400−100.0%Sold out
Old Second National Bank of Aurora0$00.00%−332−100.0%Sold out
Worth Asset Management, LLC0$00.00%−302−100.0%Sold out
Clear Street Markets LLC0$00.00%−210−100.0%Sold out
Ridgewood Investments LLC0$00.00%−164−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−118−100.0%Sold out
CVA Family Office, LLC0$00.00%−110−100.0%Sold out
Perkins Coie Trust Co0$00.00%−50−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−32−100.0%Sold out
Pinnacle Bancorp, Inc.0$00.00%−28−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−23−100.0%Sold out
Adirondack Retirement Specialists, Inc.0$00.00%−15−100.0%Sold out
Sittner & Nelson, LLC0$00.00%−15−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−14−100.0%Sold out
Disciplined Investments, LLC0$00.00%−10−100.0%Sold out
Gables Capital Management Inc.0$00.00%−9−100.0%Sold out
Richard W. Paul & Associates, LLC0$00.00%−8−100.0%Sold out
Sanctuary Wealth Management, L.L.C.0$00.00%−6−100.0%Sold out
Bollard Group LLC0$00.00%−5−100.0%Sold out
Safeguard Financial, LLC0$00.00%−3−100.0%Sold out
Vigilant Capital Management, LLC––––Not filed
Pictet Asset Management SA––––Not filed
Tiaa, FSB––––Not filed
PFS Investments Inc.––––Not filed
BDO Wealth Advisors, LLC––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
Lumature Wealth Partners, LLC––––Not filed
44 Wealth Management LLC––––Not filed
BFT Financial Group, LLC––––Not filed
EA Series Trust––––Not filed
Coastal Capital Group, Inc.––––Not filed
Endurance Wealth Management, Inc.––––Not filed
First Capital Advisors Group, LLC.––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
Lansing Street Advisors––––Not filed