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 |
|---|---|---|---|---|---|
| Mirador Capital Partners LP | 3,677 | $924.1K | 0.21% | +148+4.2% | Added |
| Diamant Asset Management, Inc. | 3,695 | $928.7K | 0.76% | −30−0.8% | Reduced |
| Piscataqua Savings Bank | 3,698 | $929.4K | 0.81% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,722 | $935.0K | 0.49% | +106+2.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,763 | $945.8K | 0.04% | +941+33.3% | Added |
| Neo Ivy Capital Management | 3,816 | $959.0K | 0.42% | +3,816 | New |
| Private Wealth Partners, LLC | 3,865 | $971.4K | 0.09% | +10+0.3% | Added |
| FIL Ltd | 3,909 | $982.4K | 0.00% | +360+10.1% | Added |
| Dana Investment Advisors, Inc. | 3,912 | $983.2K | 0.05% | +110+2.9% | Added |
| Marion Wealth Management | 3,915 | $984.0K | 0.35% | +23+0.6% | Added |
| Cinctive Capital Management LP | 3,961 | $995.5K | 0.05% | +3,961 | New |
| Stableford Capital II LLC | 4,313 | $997.9K | 0.46% | −21−0.5% | Reduced |
| Aigen Investment Management, LP | 3,988 | $1.00M | 0.19% | +3,988 | New |
| Scott Investment Partners LLP | 4,000 | $1.00M | 2.31% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 4,000 | $1.01M | 0.50% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 4,015 | $1.01M | 0.32% | −277−6.5% | Reduced |
| Brinker Capital Investments, LLC | 4,050 | $1.02M | 0.01% | −38−0.9% | Reduced |
| Orion Portfolio Solutions, LLC | 4,050 | $1.02M | 0.01% | −38−0.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,050 | $1.02M | 0.10% | +4,050 | New |
| Voloridge Investment Management, LLC | 4,087 | $1.03M | 0.01% | +4,087 | New |
| Perigon Wealth Management, LLC | 4,119 | $1.04M | 0.04% | +60+1.5% | Added |
| Meiji Yasuda Life Insurance Co | 4,162 | $1.05M | 0.03% | +1,420+51.8% | Added |
| Delta Financial Advisors LLC | 4,183 | $1.05M | 0.47% | +3+0.1% | Added |
| Spire Wealth Management | 4,199 | $1.06M | 0.04% | −265−5.9% | Reduced |
| Cambria Investment Management, L.P. | 4,200 | $1.06M | 0.09% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,220 | $1.06M | 0.05% | +3,001+246.2% | Added |
| Bahl & Gaynor Inc | 4,243 | $1.07M | 0.01% | −25−0.6% | Reduced |
| Engineers Gate Manager LP | 4,245 | $1.07M | 0.04% | +4,245 | New |
| AE Wealth Management LLC | 4,288 | $1.08M | 0.01% | +1,040+32.0% | Added |
| Burns J W & Co Inc | 4,295 | $1.08M | 0.17% | −380−8.1% | Reduced |
| Waterfront Wealth Inc. | 4,642 | $1.08M | 0.35% | +172+3.8% | Added |
| Cetera Advisors LLC | 4,327 | $1.09M | 0.02% | +1,010+30.4% | Added |
| Hancock Whitney Corp | 4,348 | $1.09M | 0.05% | −1,631−27.3% | Reduced |
| Venture Visionary Partners LLC | 4,365 | $1.10M | 0.07% | −10.0% | Reduced |
| Ieq Capital, LLC | 4,391 | $1.10M | 0.02% | +439+11.1% | Added |
| Magnolia Capital Management Ltd | 4,392 | $1.10M | 1.07% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 4,416 | $1.11M | 0.61% | +4,416 | New |
| O'Shaughnessy Asset Management, LLC | 4,432 | $1.11M | 0.02% | +1,140+34.6% | Added |
| CWM, LLC | 4,453 | $1.12M | 0.01% | +306+7.4% | Added |
| Magnetar Financial LLC | 4,472 | $1.12M | 0.03% | +4,472 | New |
| Monograph Wealth Advisors, LLC | 4,500 | $1.13M | 0.22% | +4,500 | New |
| Siemens Fonds Invest GmbH | 4,502 | $1.13M | 0.11% | +1,138+33.8% | Added |
| Scotia Capital Inc. | 4,507 | $1.13M | 0.01% | +2,195+94.9% | Added |
| Acadian Asset Management LLC | 4,548 | $1.14M | 0.00% | +3,911+614.0% | Added |
| Crescent Sterling, Ltd. | 4,540 | $1.14M | 1.21% | −133−2.8% | Reduced |
| Byrne Asset Management LLC | 4,546 | $1.14M | 0.95% | +60+1.3% | Added |
| Pictet & Cie (Europe) SA | 4,548 | $1.14M | 0.04% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 4,565 | $1.15M | 0.32% | −362−7.3% | Reduced |
| First Hawaiian Bank | 4,620 | $1.16M | 0.04% | −478−9.4% | Reduced |
| Shelton Capital Management | 4,627 | $1.16M | 0.04% | +3,600+350.5% | Added |
| Ancora Advisors, LLC | 4,629 | $1.16M | 0.03% | −200−4.1% | Reduced |
| Intellectus Partners, LLC | 4,656 | $1.17M | 0.37% | −2,947−38.8% | Reduced |
| First Command Advisory Services, Inc. | 4,700 | $1.18M | 0.02% | +4,700 | New |
| GWM Advisors LLC | 4,712 | $1.18M | 0.01% | +304+6.9% | Added |
| WT Wealth Management | 4,744 | $1.19M | 0.51% | −38−0.8% | Reduced |
| Platform Technology Partners | 4,775 | $1.20M | 0.56% | +218+4.8% | Added |
| Shapiro Capital Management LLC | 4,830 | $1.21M | 0.04% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 4,856 | $1.22M | 1.03% | −239−4.7% | Reduced |
| Crossmark Global Holdings, Inc. | 5,135 | $1.22M | 0.03% | −10−0.2% | Reduced |
| Caldwell Trust Co | 4,896 | $1.23M | 0.17% | −142−2.8% | Reduced |
| Axq Capital, LP | 4,900 | $1.23M | 0.43% | +4,900 | New |
| Vinva Investment Management Ltd | 4,912 | $1.24M | 0.12% | +22+0.4% | Added |
| Choate Investment Advisors | 4,949 | $1.24M | 0.05% | +124+2.6% | Added |
| Neumann Capital Management, LLC | 4,957 | $1.25M | 0.54% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,969 | $1.25M | 0.06% | +33+0.7% | Added |
| Garner Asset Management Corp | 4,968 | $1.25M | 0.75% | −28−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 5,000 | $1.26M | 0.03% | +2,868+134.5% | Added |
| Cumberland Partners Ltd | 5,035 | $1.27M | 0.12% | −500−9.0% | Reduced |
| Advisors Asset Management, Inc. | 5,041 | $1.27M | 0.03% | +546+12.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,091 | $1.28M | 0.03% | +5+0.1% | Added |
| Western Wealth Management, LLC | 5,093 | $1.28M | 0.11% | +184+3.7% | Added |
| Qsemble Capital Management, LP | 5,100 | $1.28M | 0.24% | +5,100 | New |
| Fiduciary Trust Co | 5,135 | $1.29M | 0.02% | −25−0.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,169 | $1.30M | 0.10% | −110−2.1% | Reduced |
| Kennedy Investment Group | 5,237 | $1.32M | 0.79% | −85−1.6% | Reduced |
| Ziegler Capital Management, LLC | 5,252 | $1.32M | 0.05% | −2,335−30.8% | Reduced |
| Shelter Ins Retirement Plan | 5,300 | $1.33M | 1.29% | 00.0% | Unchanged |
| Cutler Group LP | 5,321 | $1.34M | 0.21% | +1,389+35.3% | Added |
| McDonald Partners LLC | 5,343 | $1.34M | 0.44% | −431−7.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,366 | $1.35M | 1.36% | −387−6.7% | Reduced |
| Barden Capital Management, Inc. | 5,386 | $1.35M | 1.32% | +763+16.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,410 | $1.36M | 0.02% | +126+2.4% | Added |
| Brown Advisory Inc | 5,437 | $1.37M | 0.00% | +294+5.7% | Added |
| Emerald Advisers, LLC | 5,443 | $1.37M | 0.07% | −52−0.9% | Reduced |
| Lipe & Dalton | 5,482 | $1.38M | 0.83% | 00.0% | Unchanged |
| Trust Investment Advisors | 5,543 | $1.39M | 1.20% | −142−2.5% | Reduced |
| Comerica Securities,inc. | 5,547 | $1.39M | 0.12% | +23+0.4% | Added |
| DoubleLine ETF Adviser LP | 5,552 | $1.40M | 0.50% | +5,552 | New |
| Cornell Pochily Investment Advisors, Inc. | 5,634 | $1.42M | 0.62% | −186−3.2% | Reduced |
| Wambolt & Associates, LLC | 5,715 | $1.42M | 0.52% | −265−4.4% | Reduced |
| Aberdeen Wealth Management LLC | 5,655 | $1.42M | 1.07% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,712 | $1.44M | 0.16% | +8+0.1% | Added |
| Bryn Mawr Trust Co | 5,726 | $1.44M | 0.06% | +26+0.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,734 | $1.44M | 0.11% | −54−0.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 5,745 | $1.44M | 0.04% | −63,174−91.7% | Reduced |
| Ameritas Advisory Services, LLC | 5,957 | $1.47M | 0.07% | +4,527+316.6% | Added |
| APG Asset Management N.V. | 5,864 | $1.47M | 0.00% | −100−1.7% | Reduced |
| First National Advisers, LLC | 5,867 | $1.47M | 0.66% | +2,436+71.0% | Added |
| Belpointe Asset Management LLC | 5,895 | $1.48M | 0.15% | +110+1.9% | Added |
| Benedict Financial Advisors Inc | 5,905 | $1.48M | 0.43% | −3−0.1% | Reduced |