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 |
|---|---|---|---|---|---|
| Meritas Wealth Management, LLC | 1,115 | $280.2K | 0.21% | −420−27.4% | Reduced |
| Socha Financial Group, LLC | 1,117 | $280.6K | 0.15% | +4+0.4% | Added |
| PGGM Investments | 1,120 | $281.0K | 0.00% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,122 | $282.0K | 0.04% | +272+32.0% | Added |
| Baron Wealth Management LLC | 1,133 | $284.7K | 0.18% | −99−8.0% | Reduced |
| Integrated Advisors Network LLC | 1,139 | $286.4K | 0.02% | −5−0.4% | Reduced |
| Sherbrooke Park Advisers LLC | 1,144 | $287.5K | 0.09% | +1,144 | New |
| Searle & Co. | 1,150 | $289.0K | 0.10% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 1,153 | $289.8K | 0.36% | −99−7.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,157 | $290.8K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,160 | $291.5K | 0.03% | +18+1.6% | Added |
| Centurion Wealth Management LLC | 1,160 | $291.5K | 0.14% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 1,169 | $293.8K | 0.07% | −67−5.4% | Reduced |
| Nations Financial Group Inc, | 1,171 | $294.4K | 0.03% | +20+1.7% | Added |
| Highlander Capital Management, LLC | 1,100 | $296.0K | 0.12% | −300−21.4% | Reduced |
| Harbour Investments, Inc. | 1,178 | $296.1K | 0.01% | −26−2.2% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,180 | $296.6K | 1.33% | +1,180 | New |
| Studio Investment Management LLC | 1,186 | $298.1K | 0.08% | −817−40.8% | Reduced |
| Hillman Capital Management, Inc. | 1,187 | $298.3K | 0.11% | −991−45.5% | Reduced |
| Chicago Partners Investment Group LLC | 1,298 | $300.9K | 0.02% | +15+1.2% | Added |
| Boston Trust Walden Corp | 1,200 | $301.6K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,200 | $301.6K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,200 | $301.6K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,220 | $301.9K | 0.17% | −20−1.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,214 | $305.0K | 0.02% | −100−7.6% | Reduced |
| Farmers Trust Co | 1,215 | $305.4K | 0.07% | −35−2.8% | Reduced |
| Almanack Investment Partners, LLC. | 1,215 | $305.4K | 0.06% | +1+0.1% | Added |
| Central Bank & Trust Co | 1,228 | $308.6K | 0.05% | +637+107.8% | Added |
| Hills Bank & Trust Co | 1,229 | $308.9K | 0.04% | −9−0.7% | Reduced |
| Wade G W & Inc | 1,230 | $309.0K | 0.01% | −3,440−73.7% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,231 | $309.4K | 0.22% | −981−44.3% | Reduced |
| Financial Advisory Service, Inc. | 1,234 | $310.3K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,331 | $313.0K | 0.03% | +143+12.0% | Added |
| Merit Financial Group, LLC | 1,250 | $314.1K | 0.01% | +183+17.2% | Added |
| NBT Bank N A | 1,252 | $314.7K | 0.03% | +1,252 | New |
| Focus Financial Network, Inc. | 1,257 | $315.8K | 0.02% | −63−4.8% | Reduced |
| Scharf Investments, LLC | 1,268 | $318.6K | 0.01% | −343,193−99.6% | Reduced |
| North Star Investment Management Corp. | 1,275 | $320.4K | 0.03% | +1+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 1,286 | $323.3K | 0.04% | +347+37.0% | Added |
| ICW Investment Advisors LLC | 1,289 | $323.9K | 0.17% | +4+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,289 | $324.0K | 0.04% | +17+1.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,300 | $326.8K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,379 | $327.9K | 0.10% | +125+10.0% | Added |
| KRS Capital Management, LLC | 1,307 | $328.4K | 0.35% | −14−1.1% | Reduced |
| United Capital Financial Advisers, LLC | 1,333 | $335.1K | 0.00% | +148+12.5% | Added |
| Regions Financial Corp | 1,336 | $335.8K | 0.00% | −305−18.6% | Reduced |
| Alhambra Investment Partners LLC | 1,337 | $336.0K | 0.22% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,344 | $337.8K | 0.10% | +362+36.9% | Added |
| Sciencast Management LP | 1,346 | $338.3K | 0.15% | +108+8.7% | Added |
| RMB Capital Management, LLC | 1,349 | $339.0K | 0.01% | +6+0.4% | Added |
| Oxford Financial Group Ltd | 1,351 | $339.5K | 0.03% | −23−1.7% | Reduced |
| Signaturefd, LLC | 1,359 | $341.6K | 0.01% | +363+36.4% | Added |
| Symmetry Partners, LLC | 1,370 | $344.0K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 1,371 | $344.6K | 0.09% | −57−4.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,374 | $345.3K | 0.03% | −195−12.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,377 | $346.1K | 0.20% | +1,377 | New |
| Ausdal Financial Partners, Inc. | 1,381 | $347.0K | 0.05% | +6+0.4% | Added |
| King Luther Capital Management Corp | 1,400 | $351.9K | 0.00% | −13−0.9% | Reduced |
| Spirit of America Management Corp | 1,400 | $351.9K | 0.08% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,405 | $353.1K | 0.12% | +480+51.9% | Added |
| Empower Advisory Group, LLC | 1,408 | $353.9K | 0.00% | +429+43.8% | Added |
| Avantax Planning Partners, Inc. | 1,410 | $354.4K | 0.01% | −320−18.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,416 | $356.1K | 0.04% | +431+43.8% | Added |
| Delta Financial Group, Inc. | 1,424 | $358.0K | 0.12% | −146−9.3% | Reduced |
| Daymark Wealth Partners, LLC | 1,443 | $362.7K | 0.02% | −150−9.4% | Reduced |
| Bank Hapoalim BM | 1,460 | $367.0K | 0.06% | −555−27.5% | Reduced |
| Syon Capital LLC | 1,469 | $369.2K | 0.05% | +1,469 | New |
| CoreCap Advisors, LLC | 1,474 | $370.6K | 0.03% | +112+8.2% | Added |
| Cladis Investment Advisory, LLC | 1,475 | $370.7K | 0.32% | +400+37.2% | Added |
| Visionary Wealth Advisors | 1,480 | $371.9K | 0.03% | −8−0.5% | Reduced |
| Desjardins Global Asset Management Inc. | 1,487 | $373.6K | 0.04% | +30+2.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,490 | $374.5K | 0.13% | −50−3.2% | Reduced |
| RiverGlades Family Offices LLC | 1,500 | $377.0K | 0.33% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,500 | $377.0K | 0.16% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 1,502 | $377.5K | 0.05% | +1,502 | New |
| Sandy Cove Advisors, LLC | 1,505 | $378.3K | 0.22% | −40−2.6% | Reduced |
| XML Financial, LLC | 1,549 | $389.3K | 0.05% | −1−0.1% | Reduced |
| Berger Financial Group, Inc | 1,560 | $392.0K | 0.05% | −52−3.2% | Reduced |
| Northern Oak Wealth Management Inc | 1,565 | $393.3K | 0.05% | +217+16.1% | Added |
| Kingswood Wealth Advisors, LLC | 1,566 | $393.6K | 0.07% | −1,081−40.8% | Reduced |
| Archford Capital Strategies, LLC | 1,569 | $394.3K | 0.08% | −14−0.9% | Reduced |
| Strategic Blueprint, LLC | 1,571 | $394.8K | 0.04% | +84+5.6% | Added |
| Prestige Wealth Management Group LLC | 1,573 | $395.3K | 0.10% | +30+1.9% | Added |
| Riverview Trust Co | 1,577 | $396.3K | 0.35% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,587 | $398.8K | 0.03% | +1+0.1% | Added |
| Lee Financial Co | 1,600 | $402.1K | 0.07% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,606 | $403.6K | 0.06% | −273−14.5% | Reduced |
| Vident Advisory, LLC | 1,607 | $403.9K | 0.01% | +1,607 | New |
| Alesco Advisors LLC | 1,611 | $404.8K | 0.02% | −5−0.3% | Reduced |
| Spinnaker Trust | 1,616 | $406.1K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,619 | $406.8K | 0.01% | +330+25.6% | Added |
| Wellington Shields Capital Management, LLC | 1,620 | $407.2K | 0.05% | −2,550−61.2% | Reduced |
| E&G Advisors, LP | 1,625 | $408.4K | 0.15% | −200−11.0% | Reduced |
| DFPG Investments, LLC | 1,716 | $410.0K | 0.04% | −227−11.7% | Reduced |
| Axxcess Wealth Management, LLC | 1,645 | $413.4K | 0.01% | +1,645 | New |
| Empowered Funds, LLC | 1,659 | $417.0K | 0.01% | +338+25.6% | Added |
| Atlas Capital Advisors LLC | 1,668 | $419.2K | 0.07% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,677 | $421.5K | 0.03% | +13+0.8% | Added |
| Mutual Advisors, LLC | 1,677 | $421.6K | 0.02% | +8+0.5% | Added |
| IFG Advisory, LLC | 1,678 | $421.7K | 0.04% | +1,678 | New |