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 |
|---|---|---|---|---|---|
| AlphaCore Capital LLC | 1,680 | $422.2K | 0.07% | +300+21.7% | Added |
| Tiemann Investment Advisors, LLC | 1,685 | $423.5K | 0.23% | −29−1.7% | Reduced |
| Davis Investment Partners, LLC | 1,758 | $424.3K | 0.23% | −83−4.5% | Reduced |
| BSW Wealth Partners | 1,700 | $427.2K | 0.10% | +106+6.6% | Added |
| Tufton Capital Management | 1,720 | $432.3K | 0.10% | +37+2.2% | Added |
| Cigna Investments Inc | 1,724 | $433.0K | 0.10% | −133−7.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,740 | $437.3K | 0.05% | −37−2.1% | Reduced |
| Meridian Wealth Management, LLC | 1,748 | $439.3K | 0.03% | −45−2.5% | Reduced |
| J.W. Cole Advisors, Inc. | 1,750 | $439.8K | 0.03% | +245+16.3% | Added |
| Checchi Capital Advisers, LLC | 1,752 | $440.3K | 0.04% | −42−2.3% | Reduced |
| Morningstar Investment Services LLC | 1,755 | $441.0K | 0.01% | +34+2.0% | Added |
| Brevan Howard Capital Management LP | 1,764 | $443.3K | 0.13% | +1,764 | New |
| Fifth Third Wealth Advisors LLC | 1,765 | $443.6K | 0.18% | +1,765 | New |
| Lavaca Capital LLC | 1,770 | $444.9K | 0.16% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,772 | $445.4K | 0.03% | +121+7.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,777 | $446.7K | 0.09% | 00.0% | Unchanged |
| Ballast, Inc. | 1,782 | $447.9K | 0.18% | −3,126−63.7% | Reduced |
| MONECO Advisors, LLC | 1,786 | $448.9K | 0.12% | +31+1.8% | Added |
| Newman Dignan & Sheerar, Inc. | 1,791 | $450.2K | 0.15% | −412−18.7% | Reduced |
| Tempus Wealth Planning, LLC | 1,795 | $451.1K | 0.23% | −23−1.3% | Reduced |
| United Bank | 1,800 | $452.4K | 0.06% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 1,812 | $455.6K | 0.03% | +2+0.1% | Added |
| Berkeley Capital Partners, LLC | 1,820 | $457.3K | 0.17% | +71+4.1% | Added |
| Lake Street Financial LLC | 1,820 | $457.9K | 0.08% | +13+0.7% | Added |
| Veriti Management LLC | 1,825 | $458.6K | 0.05% | +97+5.6% | Added |
| Curbstone Financial Management Corp | 1,834 | $460.9K | 0.11% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,839 | $462.2K | 0.01% | +500+37.3% | Added |
| Iron Financial, LLC | 1,842 | $463.0K | 0.27% | +1,842 | New |
| Independent Financial Group, LLC | 1,846 | $464.1K | 0.03% | −1−0.1% | Reduced |
| Wealth Advisors, Inc. | 1,850 | $465.0K | 0.21% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,851 | $465.2K | 0.26% | −550−22.9% | Reduced |
| Kovack Advisors, Inc. | 1,859 | $467.2K | 0.07% | −36−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,862 | $468.0K | 0.02% | −99−5.0% | Reduced |
| Apollon Wealth Management, LLC | 1,869 | $469.7K | 0.02% | −383−17.0% | Reduced |
| Charter Research & Investment Group, Inc. | 1,871 | $470.2K | 0.42% | 00.0% | Unchanged |
| Credit Agricole S A | 1,876 | $471.5K | 0.01% | +1,417+308.7% | Added |
| Jefferies Financial Group Inc. | 1,887 | $474.3K | 0.01% | +1,887 | New |
| Profund Advisors LLC | 1,891 | $475.3K | 0.03% | −256−11.9% | Reduced |
| Keebeck Wealth Management, LLC | 1,900 | $477.5K | 0.08% | −92−4.6% | Reduced |
| Ci Investments Inc. | 1,906 | $479.0K | 0.00% | +53+2.9% | Added |
| Audent Global Asset Management, LLC | 1,922 | $483.1K | 0.55% | −869−31.1% | Reduced |
| Beaumont Financial Advisors, LLC | 1,925 | $483.8K | 0.05% | +92+5.0% | Added |
| Armbruster Capital Management, Inc. | 1,934 | $486.1K | 0.12% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,940 | $487.0K | 0.02% | +57+3.0% | Added |
| Global Retirement Partners, LLC | 1,967 | $490.4K | 0.02% | +154+8.5% | Added |
| Harbor Investment Advisory, LLC | 1,955 | $491.3K | 0.06% | −88−4.3% | Reduced |
| Legacy Bridge, LLC | 1,966 | $494.1K | 0.35% | +100+5.4% | Added |
| Koshinski Asset Management, Inc. | 1,967 | $494.4K | 0.06% | −23−1.2% | Reduced |
| Diametric Capital, LP | 1,993 | $500.9K | 0.21% | +566+39.7% | Added |
| Community Bank, N.A. | 2,000 | $502.7K | 0.07% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,012 | $505.8K | 0.06% | −350−14.8% | Reduced |
| Retirement Guys Formula LLC | 2,015 | $506.3K | 0.35% | +5+0.2% | Added |
| We Are One Seven, LLC | 2,020 | $507.7K | 0.04% | −5,144−71.8% | Reduced |
| Spinnaker Investment Group, LLC | 2,023 | $508.4K | 0.17% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 2,024 | $508.7K | 0.21% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,024 | $508.8K | 0.12% | +2,024 | New |
| Summit Trail Advisors, LLC | 2,036 | $511.8K | 0.02% | +94+4.8% | Added |
| Navalign, LLC | 2,060 | $517.7K | 0.20% | −22−1.1% | Reduced |
| Strategic Investment Advisors | 2,067 | $519.6K | 0.09% | −27−1.3% | Reduced |
| Tributary Capital Management, LLC | 2,075 | $521.5K | 0.05% | 00.0% | Unchanged |
| Arrow Financial Corp | 2,086 | $524.3K | 0.06% | −545−20.7% | Reduced |
| Silverlake Wealth Management LLC | 2,096 | $526.8K | 0.30% | +108+5.4% | Added |
| Logan Capital Management Inc | 2,097 | $527.0K | 0.03% | −10.0% | Reduced |
| Intact Investment Management Inc. | 2,100 | $527.8K | 0.02% | −300−12.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,100 | $527.8K | 0.05% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,102 | $528.4K | 0.41% | 00.0% | Unchanged |
| RDA Financial Network | 2,114 | $531.3K | 0.23% | +50+2.4% | Added |
| Prospera Financial Services Inc | 2,117 | $532.5K | 0.02% | −1,624−43.4% | Reduced |
| Stratos Wealth Advisors, LLC | 2,128 | $535.1K | 0.04% | −84−3.8% | Reduced |
| Wealthcare Advisory Partners LLC | 2,131 | $535.6K | 0.02% | −65−3.0% | Reduced |
| Cozad Asset Management Inc | 2,133 | $536.1K | 0.07% | −7−0.3% | Reduced |
| Confluence Wealth Services, Inc. | 2,136 | $536.8K | 0.11% | 00.0% | Unchanged |
| Wealth Alliance | 2,137 | $537.2K | 0.08% | −613−22.3% | Reduced |
| Allred Capital Management, LLC | 2,140 | $537.8K | 0.27% | +3+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,145 | $539.1K | 0.24% | +125+6.2% | Added |
| Nvest Financial, LLC | 2,147 | $539.6K | 0.50% | −44−2.0% | Reduced |
| Washington Capital Management Inc | 2,150 | $540.4K | 0.50% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,184 | $548.9K | 0.03% | +85+4.0% | Added |
| Sterling Investment Counsel, LLC | 2,188 | $549.9K | 0.32% | +86+4.1% | Added |
| Community Capital Management, Inc. | 2,200 | $552.9K | 0.88% | −1,100−33.3% | Reduced |
| WealthTrust Axiom LLC | 2,200 | $552.9K | 0.20% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,205 | $554.2K | 0.00% | −437−16.5% | Reduced |
| Hartford Funds Management Co LLC | 2,206 | $554.3K | 0.06% | +143+6.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,333 | $555.3K | 0.01% | +328+16.4% | Added |
| Texas Yale Capital Corp. | 2,214 | $556.4K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 2,223 | $558.6K | 0.00% | +55+2.5% | Added |
| Capstone Investment Advisors, LLC | 2,233 | $561.2K | 0.01% | +627+39.0% | Added |
| Altshuler Shaham Ltd | 2,252 | $566.0K | 0.02% | +372+19.8% | Added |
| Banque Cantonale Vaudoise | 2,255 | $567.0K | 0.03% | −491−17.9% | Reduced |
| International Assets Investment Management, LLC | 2,266 | $567.9K | 0.08% | +13+0.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,268 | $570.0K | 0.19% | +5+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 2,270 | $570.5K | 0.06% | +384+20.4% | Added |
| Horizon Investments, LLC | 2,281 | $571.1K | 0.02% | +133+6.2% | Added |
| Ritholtz Wealth Management | 2,274 | $571.5K | 0.03% | +2,274 | New |
| CNB Bank | 2,290 | $575.5K | 0.34% | +199+9.5% | Added |
| Highview Capital Management LLC | 2,292 | $576.0K | 0.33% | +2,292 | New |
| Fund Management at Engine No. 1 LLC | 2,307 | $579.8K | 0.09% | +209+10.0% | Added |
| Park National Corp | 2,310 | $580.6K | 0.03% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 2,310 | $580.6K | 0.04% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,310 | $580.6K | 0.67% | +11+0.5% | Added |