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 |
|---|---|---|---|---|---|
| Stanley-Laman Group, Ltd. | 812 | $204.1K | 0.03% | +812 | New |
| WNY Asset Management, LLC | 813 | $204.3K | 0.04% | −119−12.8% | Reduced |
| V-Square Quantitative Management LLC | 820 | $206.1K | 0.09% | +820 | New |
| Green Square Capital Advisors LLC | 823 | $206.9K | 0.03% | +5+0.6% | Added |
| Brighton Jones LLC | 827 | $207.9K | 0.01% | −23−2.7% | Reduced |
| Mather Group, LLC. | 833 | $209.4K | 0.00% | +833 | New |
| Granite Harbor Advisors, Inc. | 838 | $210.6K | 0.17% | +838 | New |
| Modera Wealth Management, LLC | 838 | $210.6K | 0.00% | +838 | New |
| Carlson Capital Management | 844 | $212.1K | 0.01% | −2−0.2% | Reduced |
| Wealth Effects LLC | 846 | $212.5K | 0.10% | +1+0.1% | Added |
| Patriot Investment Management Inc. | 849 | $213.4K | 0.02% | −333−28.2% | Reduced |
| Stockman Wealth Management, Inc. | 850 | $213.6K | 0.05% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 850 | $214.0K | 0.11% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 851 | $214.0K | 0.01% | +851 | New |
| First Affirmative Financial Network | 857 | $215.3K | 0.21% | +1+0.1% | Added |
| Mint Tower Capital Management B.V. | 858 | $216.0K | 0.06% | +858 | New |
| Greenfield Savings Bank | 860 | $216.1K | 0.14% | −17−1.9% | Reduced |
| Fisher Asset Management, LLC | 866 | $217.8K | 0.00% | +866 | New |
| Gilman Hill Asset Management, LLC | 870 | $218.7K | 0.04% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 870 | $218.7K | 0.00% | +870 | New |
| Quadrant Capital Group LLC | 878 | $220.7K | 0.02% | +125+16.6% | Added |
| SageView Advisory Group, LLC | 880 | $221.2K | 0.01% | −36−3.9% | Reduced |
| Callahan Advisors, LLC | 881 | $221.4K | 0.03% | 00.0% | Unchanged |
| ASB Consultores, LLC | 881 | $221.4K | 0.09% | −288−24.6% | Reduced |
| Aptus Capital Advisors, LLC | 883 | $221.9K | 0.01% | +883 | New |
| InTrack Investment Management Inc | 884 | $222.2K | 0.20% | −904−50.6% | Reduced |
| Columbia Trust Co 01012016 | 885 | $222.4K | 0.13% | +2+0.2% | Added |
| Inscription Capital, LLC | 890 | $223.7K | 0.07% | +10+1.1% | Added |
| First Citizens Financial Corp | 891 | $223.9K | 0.16% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 888 | $225.0K | 0.17% | −652−42.3% | Reduced |
| Seed Wealth Management, Inc. | 900 | $226.2K | 0.25% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 900 | $226.2K | 0.01% | +34+3.9% | Added |
| Penserra Capital Management LLC | 907 | $227.0K | 0.00% | −143−13.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 906 | $227.7K | 0.01% | −72−7.4% | Reduced |
| Rise Advisors, LLC | 910 | $228.7K | 0.18% | −95−9.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 911 | $229.0K | 0.04% | −8−0.9% | Reduced |
| Portside Wealth Group, LLC | 895 | $229.0K | 0.04% | +22+2.5% | Added |
| First National Bank & Trust Co of Newtown | 913 | $229.5K | 0.05% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 916 | $230.2K | 0.06% | −63−6.4% | Reduced |
| Bayesian Capital Management, LP | 916 | $230.2K | 0.03% | +916 | New |
| Modus Advisors, LLC | 918 | $230.7K | 0.10% | 00.0% | Unchanged |
| Welch Group, LLC | 918 | $230.8K | 0.01% | +1+0.1% | Added |
| McLean Asset Management Corp | 975 | $231.9K | 0.10% | −80−7.6% | Reduced |
| Baxter Bros Inc | 925 | $232.5K | 0.04% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 925 | $232.5K | 0.05% | +925 | New |
| Headinvest, LLC | 943 | $234.5K | 0.05% | −35−3.6% | Reduced |
| Sentry Investment Management LLC | 937 | $235.0K | 0.11% | −124−11.7% | Reduced |
| Avidian Wealth Solutions, LLC | 936 | $235.3K | 0.02% | −38−3.9% | Reduced |
| Seneca Financial Advisors LLC | 937 | $235.4K | 0.16% | +3+0.3% | Added |
| Nilsine Partners, LLC | 941 | $236.5K | 0.04% | +37+4.1% | Added |
| Regatta Capital Group, LLC | 950 | $238.8K | 0.08% | −15−1.6% | Reduced |
| Cohen Investment Advisors LLC | 952 | $239.3K | 0.19% | −30−3.1% | Reduced |
| Perpetual Ltd | 953 | $239.5K | 0.00% | −920−49.1% | Reduced |
| Vantage Consulting Group Inc | 954 | $239.8K | 0.16% | −58−5.7% | Reduced |
| Syntax Advisors, LLC | 954 | $239.8K | 0.21% | −58−5.7% | Reduced |
| Conning Inc. | 957 | $240.5K | 0.01% | −30−3.0% | Reduced |
| Intrua Financial, LLC | 962 | $241.8K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 965 | $242.5K | 0.02% | −330−25.5% | Reduced |
| Waldron Private Wealth LLC | 971 | $244.0K | 0.01% | +78+8.7% | Added |
| Hubbell Strickland Wealth Management, LLC | 977 | $245.6K | 0.15% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,036 | $246.0K | 0.08% | +1+0.1% | Added |
| 9258 Wealth Management, LLC | 980 | $246.2K | 0.05% | −10−1.0% | Reduced |
| Fortis Advisors, LLC | 981 | $246.6K | 0.19% | 00.0% | Unchanged |
| Geller Advisors LLC | 991 | $249.1K | 0.03% | +991 | New |
| Trust Co of Toledo NA | 992 | $249.3K | 0.05% | +992 | New |
| Shelton Wealth Management, LLC | 993 | $249.8K | 0.20% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,000 | $251.0K | 0.02% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $251.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $251.0K | 0.12% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 999 | $251.0K | 0.01% | −278−21.8% | Reduced |
| Lewis Capital Management, LLC | 1,000 | $251.3K | 0.39% | −63−5.9% | Reduced |
| German American Bancorp, Inc. | 1,000 | $251.3K | 0.04% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,000 | $251.3K | 0.09% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $251.3K | 0.18% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $251.3K | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,002 | $251.8K | 0.03% | +1,002 | New |
| Tompkins Financial Corp | 1,007 | $253.1K | 0.04% | +30+3.1% | Added |
| Dorsey & Whitney Trust CO LLC | 1,010 | $253.8K | 0.02% | +177+21.2% | Added |
| Boston Family Office LLC | 1,009 | $254.0K | 0.02% | 00.0% | Unchanged |
| Clare Market Investments LLC | 1,012 | $254.3K | 0.10% | +4+0.4% | Added |
| Financial Advisory Corp | 1,026 | $258.0K | 0.12% | −28−2.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,025 | $258.0K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,031 | $259.1K | 0.04% | +1,031 | New |
| Aspiriant, LLC | 1,031 | $259.1K | 0.01% | +1,031 | New |
| PFG Advisors | 1,032 | $259.4K | 0.02% | −11−1.1% | Reduced |
| First Foundation Advisors | 1,032 | $259.4K | 0.01% | +1,032 | New |
| Barry Investment Advisors, LLC | 1,040 | $261.6K | 0.09% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,042 | $261.8K | 0.03% | +1,042 | New |
| Claro Advisors LLC | 1,050 | $263.8K | 0.07% | +42+4.2% | Added |
| Leonteq Securities AG | 1,057 | $265.7K | 0.03% | +999+1,722.4% | Added |
| Bordeaux Wealth Advisors LLC | 1,059 | $266.2K | 0.11% | +2+0.2% | Added |
| Ignite Planners, LLC | 1,106 | $266.9K | 0.08% | +1,106 | New |
| Knuff & Co LLC | 1,071 | $269.2K | 0.11% | −22−2.0% | Reduced |
| Meridian Wealth Advisors, LLC | 1,073 | $269.7K | 0.07% | −132−11.0% | Reduced |
| Goodwin Daniel L | 1,073 | $269.7K | 0.13% | +15+1.4% | Added |
| Purus Wealth Management, LLC | 1,084 | $272.4K | 0.18% | −10−0.9% | Reduced |
| CX Institutional | 1,099 | $276.2K | 0.02% | +22+2.0% | Added |
| Strategic Financial Concepts, LLC | 1,100 | $276.5K | 0.09% | 00.0% | Unchanged |
| Tobam | 1,104 | $277.0K | 0.02% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,111 | $279.2K | 0.09% | 00.0% | Unchanged |