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; 1,038 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tacita Capital Inc | 145 | $36.4K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $37.7K | 0.00% | −16−9.6% | Reduced |
| Glassman Wealth Services | 153 | $38.5K | 0.01% | +2+1.3% | Added |
| Oakworth Capital, Inc. | 155 | $39.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 161 | $40.5K | 0.02% | +161 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 164 | $41.2K | 0.02% | +164 | New |
| DHJJ Financial Advisors, Ltd. | 166 | $41.7K | 0.02% | +166 | New |
| Northwest Investment Counselors, LLC | 170 | $42.7K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 170 | $42.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 176 | $44.2K | 0.01% | +8+4.8% | Added |
| Chilton Capital Management LLC | 180 | $45.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 182 | $45.7K | 0.01% | +8+4.6% | Added |
| Truvestments Capital LLC | 190 | $47.9K | 0.02% | +25+15.2% | Added |
| West Paces Advisors Inc. | 192 | $48.3K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 192 | $48.3K | 0.02% | +192 | New |
| Core Alternative Capital | 192 | $48.3K | 0.01% | +130+209.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 195 | $49.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 195 | $49.0K | 0.01% | +71+57.3% | Added |
| Blume Capital Management, Inc. | 200 | $50.3K | 0.01% | −50−20.0% | Reduced |
| Flaharty Asset Management, LLC | 200 | $50.3K | 0.01% | +200 | New |
| Silicon Valley Capital Partners | 205 | $51.5K | 0.01% | +1+0.5% | Added |
| Loomis Sayles & Co L P | 208 | $52.0K | 0.00% | +28+15.6% | Added |
| Glen Eagle Advisors, LLC | 207 | $52.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 210 | $52.8K | 0.02% | −481−69.6% | Reduced |
| Johnson Financial Group, Inc. | 212 | $53.3K | 0.00% | −270−56.0% | Reduced |
| Fairfield Financial Advisors, LTD | 218 | $54.8K | 0.02% | +1+0.5% | Added |
| Paladin Advisory Group, LLC | 223 | $56.0K | 0.05% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 229 | $57.5K | 0.02% | +229 | New |
| Cambridge Trust Co | 229 | $57.6K | 0.00% | +29+14.5% | Added |
| Western Pacific Wealth Management, LP | 242 | $60.8K | 0.05% | −32−11.7% | Reduced |
| Albion Financial Group | 245 | $61.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 249 | $62.6K | 0.01% | +32+14.7% | Added |
| Osterweis Capital Management Inc | 250 | $62.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 249 | $63.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 255 | $64.1K | 0.00% | −5−1.9% | Reduced |
| Concord Wealth Partners | 257 | $64.6K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 266 | $66.9K | 0.01% | +25+10.4% | Added |
| Global Trust Asset Management, LLC | 280 | $70.4K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $71.7K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 288 | $72.4K | 0.02% | +30+11.6% | Added |
| Hall Laurie J Trustee | 300 | $75.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $75.4K | 0.00% | −15,025−98.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 302 | $75.9K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 303 | $76.2K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 311 | $78.2K | 0.02% | −335−51.9% | Reduced |
| Pin Oak Investment Advisors Inc | 318 | $80.0K | 0.09% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 322 | $80.9K | 0.00% | +83+34.7% | Added |
| General Partner, Inc. | 332 | $83.4K | 0.07% | 00.0% | Unchanged |
| AXS Investments LLC | 339 | $85.2K | 0.02% | +254+298.8% | Added |
| Ronald Blue Trust, Inc. | 351 | $86.0K | 0.00% | +23+7.0% | Added |
| M&R Capital Management Inc | 357 | $89.7K | 0.02% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 359 | $90.2K | 0.01% | −90−20.0% | Reduced |
| Farther Finance Advisors, LLC | 362 | $91.0K | 0.01% | −13−3.5% | Reduced |
| Register Financial Advisors LLC | 381 | $95.9K | 0.07% | −16−4.0% | Reduced |
| Sunbelt Securities, Inc. | 390 | $98.1K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 398 | $100.0K | 0.05% | −71−15.1% | Reduced |
| Duncker Streett & Co Inc | 400 | $100.5K | 0.02% | −10−2.4% | Reduced |
| Optimum Investment Advisors | 400 | $100.5K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $100.5K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 410 | $103.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 414 | $104.1K | 0.02% | +10+2.5% | Added |
| Key Financial Inc | 425 | $106.8K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 430 | $108.1K | 0.05% | +215+100.0% | Added |
| C M Bidwell & Associates Ltd | 433 | $108.8K | 0.08% | 00.0% | Unchanged |
| City State Bank | 439 | $110.0K | 0.06% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 475 | $119.4K | 0.03% | 00.0% | Unchanged |
| American National Bank | 480 | $120.6K | 0.02% | −17−3.4% | Reduced |
| JJJ Advisors Inc. | 480 | $120.6K | 0.03% | +462+2,566.7% | Added |
| Vestor Capital, LLC | 480 | $121.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 494 | $124.2K | 0.00% | −72−12.7% | Reduced |
| Parkside Financial Bank & Trust | 498 | $125.2K | 0.03% | +110+28.4% | Added |
| Alta Advisers Ltd | 500 | $125.7K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $125.7K | 0.06% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $125.7K | 0.03% | +500 | New |
| United Community Bank | 503 | $126.4K | 0.06% | −45−8.2% | Reduced |
| Archer Investment Corp | 507 | $127.4K | 0.04% | +133+35.6% | Added |
| AdvisorNet Financial, Inc | 523 | $131.4K | 0.01% | −131−20.0% | Reduced |
| Manchester Capital Management LLC | 540 | $135.7K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 545 | $137.0K | 0.01% | −50−8.4% | Reduced |
| Tradition Wealth Management, LLC | 546 | $137.0K | 0.02% | −17−3.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 606 | $152.0K | 0.10% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 614 | $154.3K | 0.01% | −12−1.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 617 | $155.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 658 | $165.0K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 670 | $168.4K | 0.04% | +24+3.7% | Added |
| Rosenberg Matthew Hamilton | 670 | $168.5K | 0.06% | +15+2.3% | Added |
| Coppell Advisory Solutions LLC | 751 | $174.1K | 0.06% | +53+7.6% | Added |
| Cary Street Partner Investment Advisory LLC | 708 | $177.9K | 0.01% | −65−8.4% | Reduced |
| Creative Financial Designs Inc | 710 | $178.4K | 0.02% | −6−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 738 | $185.0K | 0.01% | −356−32.5% | Reduced |
| Proequities, Inc. | 790 | $198.6K | 0.02% | +76+10.6% | Added |
| Pitti Group Wealth Management, LLC | 799 | $200.9K | 0.23% | +799 | New |
| Benin Management CORP | 800 | $201.1K | 0.07% | −40−4.8% | Reduced |
| AXA S.A. | 802 | $201.6K | 0.00% | −13,057−94.2% | Reduced |
| Financial Council Asset Management Inc | 803 | $201.8K | 0.16% | +803 | New |
| Viawealth, LLC | 803 | $201.9K | 0.15% | −249−23.7% | Reduced |
| Franklin Street Advisors Inc | 806 | $203.0K | 0.02% | +806 | New |
| Marino, Stram & Associates LLC | 810 | $203.5K | 0.06% | +810 | New |
| Chatham Capital Group, Inc. | 810 | $203.6K | 0.05% | +810 | New |
| Smithfield Trust Co | 811 | $204.0K | 0.01% | −12−1.5% | Reduced |