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 |
|---|---|---|---|---|---|
| Prudent Man Advisors, LLC | 2,312 | $581.1K | 0.23% | −57−2.4% | Reduced |
| Anchor Investment Management, LLC | 2,322 | $583.6K | 0.08% | −125−5.1% | Reduced |
| FDx Advisors, Inc. | 2,326 | $585.0K | 0.05% | +506+27.8% | Added |
| Laidlaw Wealth Management LLC | 2,336 | $587.1K | 0.19% | −495−17.5% | Reduced |
| Harbor Capital Advisors, Inc. | 2,341 | $588.4K | 0.13% | 00.0% | Unchanged |
| Planning Directions Inc | 2,342 | $589.0K | 0.45% | −289−11.0% | Reduced |
| Bridgefront Capital, LLC | 2,350 | $590.6K | 0.41% | +2,350 | New |
| Athena Investment Management | 2,362 | $593.6K | 0.42% | 00.0% | Unchanged |
| Arnhold LLC | 2,400 | $603.2K | 0.07% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,408 | $605.4K | 0.12% | +130+5.7% | Added |
| Chemung Canal Trust Co | 2,414 | $606.7K | 0.14% | +43+1.8% | Added |
| Ballentine Partners, LLC | 2,438 | $612.7K | 0.01% | +162+7.1% | Added |
| Cornerstone Advisory, LLC | 2,447 | $615.0K | 0.11% | +11+0.5% | Added |
| Credential Qtrade Securities Inc. | 2,456 | $617.3K | 0.04% | +9+0.4% | Added |
| Burns Matteson Capital Management, LLC | 2,457 | $617.5K | 0.39% | +74+3.1% | Added |
| Cooper Financial Group | 2,475 | $622.1K | 0.15% | +79+3.3% | Added |
| Schear Investment Advisers, LLC | 2,478 | $622.8K | 0.67% | −255−9.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,479 | $623.0K | 0.08% | +2,479 | New |
| Patten Group, Inc. | 2,484 | $624.3K | 0.19% | +199+8.7% | Added |
| Park Avenue Securities LLC | 2,488 | $625.0K | 0.01% | +2,488 | New |
| Capital Management Associates | 2,500 | $628.0K | 0.92% | +800+47.1% | Added |
| Johnson Investment Counsel Inc | 2,532 | $636.4K | 0.01% | +1,001+65.4% | Added |
| Greenleaf Trust | 2,534 | $636.9K | 0.01% | +39+1.6% | Added |
| Roanoke Asset Management Corp | 2,550 | $641.0K | 0.26% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,552 | $641.4K | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 2,565 | $644.7K | 0.01% | +50+2.0% | Added |
| XTX Topco Ltd | 2,567 | $645.2K | 0.11% | −3,635−58.6% | Reduced |
| Morningstar Investment Management LLC | 2,574 | $647.0K | 0.09% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,578 | $648.1K | 0.05% | +68+2.7% | Added |
| Tudor Investment Corp Et Al | 2,590 | $650.9K | 0.01% | +1,569+153.7% | Added |
| Bragg Financial Advisors, Inc | 2,609 | $655.7K | 0.03% | −180−6.5% | Reduced |
| Gateway Investment Advisers LLC | 2,615 | $657.2K | 0.01% | −7−0.3% | Reduced |
| Empirical Finance, LLC | 2,625 | $659.7K | 0.05% | −32−1.2% | Reduced |
| Brown Brothers Harriman & Co | 2,633 | $661.8K | 0.01% | +996+60.8% | Added |
| Bleakley Financial Group, LLC | 2,634 | $662.1K | 0.02% | −785−23.0% | Reduced |
| Sawtooth Solutions, LLC | 2,634 | $662.1K | 0.02% | −772−22.7% | Reduced |
| Blackhawk Capital Partners LLC. | 2,635 | $662.3K | 0.48% | +2,635 | New |
| Colony Group LLC | 2,637 | $663.0K | 0.01% | −194−6.9% | Reduced |
| KCM Investment Advisors LLC | 2,639 | $663.3K | 0.03% | −16−0.6% | Reduced |
| Meridian Financial Partners LLC | 2,854 | $666.0K | 0.68% | −1,237−30.2% | Reduced |
| Meeder Advisory Services, Inc. | 2,661 | $668.8K | 0.08% | −272−9.3% | Reduced |
| HWG Holdings LP | 2,665 | $669.8K | 0.37% | +2,643+12,013.6% | Added |
| Savant Capital, LLC | 2,670 | $671.2K | 0.01% | +152+6.0% | Added |
| Tectonic Advisors LLC | 2,688 | $675.6K | 0.06% | −290−9.7% | Reduced |
| Seven Eight Capital, LP | 2,713 | $681.9K | 0.08% | +2,713 | New |
| Copperwynd Financial, LLC | 2,736 | $687.7K | 0.32% | −119−4.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,780 | $699.0K | 0.03% | −109−3.8% | Reduced |
| Old Port Advisors | 2,825 | $710.0K | 0.26% | +2,825 | New |
| Inceptionr LLC | 2,826 | $710.3K | 0.40% | +2,826 | New |
| Raab & Moskowitz Asset Management LLC | 2,835 | $712.5K | 0.25% | −57−2.0% | Reduced |
| LVW Advisors, LLC | 2,866 | $720.3K | 0.15% | −580−16.8% | Reduced |
| Sequoia Financial Advisors, LLC | 2,878 | $723.4K | 0.01% | +20+0.7% | Added |
| Aries Wealth Management | 3,091 | $725.7K | 0.28% | +226+7.9% | Added |
| Edgestream Partners, L.P. | 2,909 | $731.1K | 0.06% | +1,174+67.7% | Added |
| Exchange Capital Management, Inc. | 2,925 | $735.2K | 0.14% | −207−6.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,933 | $737.2K | 0.12% | −900−23.5% | Reduced |
| Centiva Capital, LP | 2,958 | $743.4K | 0.04% | +1,558+111.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,995 | $744.7K | 0.59% | −88−2.9% | Reduced |
| Mirabella Financial Services LLP | 2,981 | $749.2K | 0.11% | +1,487+99.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,996 | $753.0K | 0.03% | +424+16.5% | Added |
| Gamco Investors, Inc. Et Al | 3,000 | $754.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,002 | $754.6K | 0.04% | +333+12.5% | Added |
| HMS Capital Management, LLC | 3,014 | $757.5K | 0.50% | −107−3.4% | Reduced |
| QRG Capital Management, Inc. | 3,014 | $757.5K | 0.01% | +3,014 | New |
| Moneta Group Investment Advisors LLC | 3,017 | $758.3K | 0.02% | +8+0.3% | Added |
| Wealthfront Advisers LLC | 3,050 | $766.6K | 0.00% | +526+20.8% | Added |
| Forte Capital LLC | 3,089 | $776.3K | 0.12% | −525−14.5% | Reduced |
| Forum Financial Management, LP | 3,092 | $777.1K | 0.02% | +2+0.1% | Added |
| Independent Advisor Alliance | 3,140 | $789.3K | 0.04% | −150−4.6% | Reduced |
| Haverford Trust Co | 3,161 | $794.5K | 0.01% | −66−2.0% | Reduced |
| Dover Advisors, LLC | 3,169 | $796.5K | 0.81% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,173 | $797.4K | 0.08% | −688−17.8% | Reduced |
| Hantz Financial Services, Inc. | 3,192 | $802.0K | 0.02% | +3,083+2,828.4% | Added |
| Meridian Investment Counsel Inc. | 3,200 | $804.3K | 0.30% | −310−8.8% | Reduced |
| Hunter Associates Investment Management LLC | 3,168 | $806.0K | 0.16% | +3,168 | New |
| Intrust Bank NA | 3,213 | $807.5K | 0.10% | +235+7.9% | Added |
| Laraway Financial Inc | 3,240 | $814.3K | 0.85% | 00.0% | Unchanged |
| TLWM | 3,254 | $817.8K | 0.22% | +79+2.5% | Added |
| Bessemer Group Inc | 3,314 | $833.0K | 0.00% | +521+18.7% | Added |
| Atlas Brown,Inc. | 3,328 | $836.4K | 0.38% | +22+0.7% | Added |
| First Horizon Advisors, Inc. | 3,385 | $850.8K | 0.03% | +264+8.5% | Added |
| ELCO Management Co., LLC | 3,422 | $860.1K | 0.62% | −39−1.1% | Reduced |
| Prentice Wealth Management LLC | 3,425 | $860.8K | 0.39% | −125−3.5% | Reduced |
| Tranquility Partners, LLC | 3,437 | $863.8K | 0.37% | −990−22.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $867.1K | 0.68% | −125−3.5% | Reduced |
| Pitcairn Co | 3,454 | $868.1K | 0.07% | −98−2.8% | Reduced |
| Raymond James Trust N.A. | 3,467 | $871.4K | 0.03% | −1,009−22.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,476 | $873.6K | 0.50% | −350−9.1% | Reduced |
| Achmea Investment Management B.V. | 3,542 | $890.0K | 0.02% | −476−11.8% | Reduced |
| NBC Securities, Inc. | 3,561 | $895.0K | 0.10% | +3,561 | New |
| Boston Private Wealth LLC | 3,568 | $896.7K | 0.02% | −10.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,576 | $898.8K | 0.06% | +375+11.7% | Added |
| Virtu Financial LLC | 3,592 | $903.0K | 0.09% | +3,592 | New |
| SFMG, LLC | 3,594 | $903.2K | 0.09% | −29−0.8% | Reduced |
| Essex Financial Services, Inc. | 3,596 | $903.7K | 0.10% | +101+2.9% | Added |
| Thoroughbred Financial Services, LLC | 3,604 | $905.0K | 0.09% | +1,147+46.7% | Added |
| Anchor Capital Advisors LLC | 3,604 | $905.8K | 0.03% | +140+4.0% | Added |
| Parsons Capital Management Inc | 3,612 | $907.8K | 0.07% | −25−0.7% | Reduced |
| Man Group plc | – | $907.8K | 0.00% | – | – |
| HBW Advisory Services LLC | 3,661 | $920.0K | 0.19% | −15,174−80.6% | Reduced |