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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 5,922 | $1.49M | 0.07% | +1,035+21.2% | Added |
| Miller Investment Management, LP | 6,000 | $1.51M | 0.24% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 6,022 | $1.51M | 0.55% | −112−1.8% | Reduced |
| Gilbert & Cook, Inc. | 6,023 | $1.51M | 0.24% | +2,527+72.3% | Added |
| MidWestOne Financial Group, Inc. | 6,052 | $1.52M | 0.34% | −175−2.8% | Reduced |
| Tredje AP-fonden | 6,106 | $1.53M | 0.02% | +382+6.7% | Added |
| TD Private Client Wealth LLC | 6,129 | $1.54M | 0.07% | −1,407−18.7% | Reduced |
| HCR Wealth Advisors | 6,139 | $1.54M | 0.34% | −2,344−27.6% | Reduced |
| Norinchukin Bank, The | 6,141 | $1.54M | 0.04% | −6,386−51.0% | Reduced |
| Sigma Planning Corp | 6,256 | $1.57M | 0.06% | +127+2.1% | Added |
| Synovus Financial Corp | 6,356 | $1.60M | 0.02% | −1,193−15.8% | Reduced |
| Clearstead Advisors, LLC | 6,377 | $1.60M | 0.10% | +10.0% | Added |
| Linden Thomas Advisory Services, LLC | 6,411 | $1.61M | 0.36% | +6,411 | New |
| Umb Bank N A | 6,576 | $1.65M | 0.03% | −10−0.2% | Reduced |
| Metropolitan Life Insurance Co | 6,675 | $1.68M | 0.09% | −352−5.0% | Reduced |
| Atria Wealth Solutions, Inc. | 6,676 | $1.68M | 0.02% | +208+3.2% | Added |
| Williams Jones Wealth Management, LLC. | 6,743 | $1.69M | 0.03% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 6,797 | $1.71M | 1.67% | 00.0% | Unchanged |
| Girard Partners Ltd. | 6,797 | $1.71M | 0.19% | −1,374−16.8% | Reduced |
| Pflug Koory, LLC | 6,906 | $1.74M | 1.00% | −65−0.9% | Reduced |
| MAI Capital Management | 6,949 | $1.75M | 0.03% | −60−0.9% | Reduced |
| Zevenbergen Capital Investments LLC | 6,970 | $1.75M | 0.04% | −230−3.2% | Reduced |
| HM Payson & Co | 7,051 | $1.77M | 0.04% | −7−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 7,086 | $1.78M | 0.06% | −45−0.6% | Reduced |
| Essex Investment Management Co LLC | 7,110 | $1.79M | 0.29% | −34−0.5% | Reduced |
| Quantinno Capital Management LP | 7,192 | $1.81M | 0.08% | +5,450+312.9% | Added |
| Marco Investment Management LLC | 7,201 | $1.81M | 0.21% | +550+8.3% | Added |
| Dynamic Advisor Solutions LLC | 7,202 | $1.81M | 0.09% | −130−1.8% | Reduced |
| Advisor Partners II, LLC | 7,298 | $1.83M | 0.07% | +1,154+18.8% | Added |
| Cornerstone Advisors, LLC | 7,300 | $1.83M | 0.09% | +7,300 | New |
| West Oak Capital, LLC | 7,330 | $1.84M | 0.91% | −38−0.5% | Reduced |
| Citizens National Bank Trust Department | 7,370 | $1.85M | 0.51% | −20−0.3% | Reduced |
| Montag A & Associates Inc | 7,396 | $1.86M | 0.12% | −1,326−15.2% | Reduced |
| Redwood Investments, LLC | 7,428 | $1.87M | 0.25% | +39+0.5% | Added |
| Coastal Investment Advisors, Inc. | 7,612 | $1.87M | 0.43% | −330−4.2% | Reduced |
| Argent Trust Co | 7,459 | $1.87M | 0.10% | −617−7.6% | Reduced |
| Gs Investments, Inc. | 7,485 | $1.88M | 1.07% | 00.0% | Unchanged |
| Webster Bank, N. A. | 7,504 | $1.89M | 0.26% | −25−0.3% | Reduced |
| Pinnacle Financial Partners Inc | 7,514 | $1.89M | 0.05% | +62+0.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.90M | 0.04% | 00.0% | Unchanged |
| Nordea Investment Management AB | 7,533 | $1.90M | 0.00% | −89−1.2% | Reduced |
| Swiss Life Asset Management Ltd | 7,605 | $1.91M | 0.03% | +7,605 | New |
| Fred Alger Management, LLC | 7,616 | $1.91M | 0.01% | +7,616 | New |
| Silvercrest Asset Management Group LLC | 7,628 | $1.92M | 0.01% | −130−1.7% | Reduced |
| Oppenheimer Asset Management Inc. | 7,690 | $1.93M | 0.03% | −649−7.8% | Reduced |
| Capital International Sarl | 7,698 | $1.93M | 0.09% | −4,100−34.8% | Reduced |
| Boothbay Fund Management, LLC | 7,701 | $1.94M | 0.07% | +6,204+414.4% | Added |
| Condor Capital Management | 7,710 | $1.94M | 0.24% | +74+1.0% | Added |
| Shorepoint Capital Partners LLC | 7,755 | $1.95M | 0.57% | +843+12.2% | Added |
| Triangle Securities Wealth Management | 7,757 | $1.95M | 0.69% | −15−0.2% | Reduced |
| Ostrum Asset Management | 7,769 | $1.95M | 0.18% | −53−0.7% | Reduced |
| Thrivent Financial for Lutherans | 7,805 | $1.96M | 0.00% | −73−0.9% | Reduced |
| Archon Partners LLC | 7,825 | $1.97M | 0.31% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 7,860 | $1.98M | 0.08% | −257−3.2% | Reduced |
| ISAM Funds (UK) Ltd | 7,946 | $2.00M | 1.26% | +2,740+52.6% | Added |
| Warren Averett Asset Management, LLC | 7,971 | $2.00M | 0.09% | −7,633−48.9% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 8,042 | $2.02M | 2.31% | −7−0.1% | Reduced |
| JustInvest LLC | 8,048 | $2.02M | 0.06% | −104−1.3% | Reduced |
| Banque Pictet & Cie SA | 8,098 | $2.04M | 0.02% | −2,196−21.3% | Reduced |
| IFP Advisors, Inc | 8,108 | $2.04M | 0.09% | +207+2.6% | Added |
| HBK Sorce Advisory LLC | 8,159 | $2.05M | 0.09% | −5,200−38.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,257 | $2.08M | 0.01% | −949−10.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,301 | $2.09M | 0.08% | −1,545−15.7% | Reduced |
| Northstar Asset Management LLC | 8,343 | $2.10M | 0.60% | −400−4.6% | Reduced |
| Oppenheimer & Co Inc | 8,411 | $2.11M | 0.04% | +1,848+28.2% | Added |
| New Mexico Educational Retirement Board | 8,421 | $2.12M | 0.09% | +500+6.3% | Added |
| Fernwood Investment Management, LLC | 8,465 | $2.13M | 0.76% | +55+0.7% | Added |
| Capital Analysts, LLC | 8,710 | $2.19M | 0.12% | +18+0.2% | Added |
| Illinois Municipal Retirement Fund | 8,749 | $2.20M | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 8,750 | $2.20M | 0.01% | +1,953+28.7% | Added |
| Xcel Wealth Management, LLC | 8,867 | $2.23M | 0.88% | −697−7.3% | Reduced |
| Bangor Savings Bank | 8,932 | $2.24M | 0.27% | −197−2.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 9,007 | $2.26M | 0.22% | +1,238+15.9% | Added |
| National Asset Management, Inc. | 9,105 | $2.29M | 0.06% | +469+5.4% | Added |
| Panagora Asset Management Inc | 9,154 | $2.30M | 0.01% | +174+1.9% | Added |
| Executive Wealth Management, LLC | 9,168 | $2.30M | 0.24% | +1,551+20.4% | Added |
| Moody National Bank Trust Division | 9,232 | $2.32M | 0.15% | +1,408+18.0% | Added |
| Dynamic Technology Lab Private Ltd | 9,245 | $2.32M | 0.23% | +9,245 | New |
| Candriam Luxembourg S.C.A. | 9,357 | $2.35M | 0.02% | −1,198−11.4% | Reduced |
| HRT Financial LP | 9,385 | $2.36M | 0.02% | +9,385 | New |
| Baldwin Investment Management, LLC | 9,395 | $2.36M | 0.39% | −30−0.3% | Reduced |
| Wunderlich Capital Managemnt | 9,465 | $2.38M | 1.17% | −20.0% | Reduced |
| Cobblestone Capital Advisors LLC | 9,489 | $2.38M | 0.18% | −40.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,499 | $2.39M | 0.02% | −218−2.2% | Reduced |
| Griffin Asset Management, Inc. | 9,516 | $2.39M | 0.34% | −215−2.2% | Reduced |
| Lazard Asset Management LLC | 9,659 | $2.43M | 0.00% | −290−2.9% | Reduced |
| Coastline Trust Co | 9,688 | $2.43M | 0.36% | −1,425−12.8% | Reduced |
| Mercer Global Advisors Inc | 9,734 | $2.45M | 0.01% | −533−5.2% | Reduced |
| Cresset Asset Management, LLC | 9,756 | $2.45M | 0.02% | +265+2.8% | Added |
| Toroso Investments, LLC | 9,764 | $2.45M | 0.07% | +509+5.5% | Added |
| Louisiana State Employees Retirement System | 10,000 | $2.51M | 0.06% | 00.0% | Unchanged |
| EULAV Asset Management | 10,000 | $2.51M | 0.09% | 00.0% | Unchanged |
| Cullinan Associates Inc | 10,002 | $2.51M | 0.15% | −10,100−50.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 10,005 | $2.51M | 0.04% | +1,976+24.6% | Added |
| BKD Wealth Advisors, LLC | 10,033 | $2.52M | 0.08% | −5,241−34.3% | Reduced |
| CIBC Private Wealth Group, LLC | 10,129 | $2.55M | 0.01% | +7,812+337.2% | Added |
| Occidental Asset Management, LLC | 10,249 | $2.58M | 0.60% | +186+1.8% | Added |
| Robeco Institutional Asset Management B.V. | 10,291 | $2.59M | 0.01% | +1,629+18.8% | Added |
| Shelter Mutual Insurance Co | 10,300 | $2.59M | 0.72% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10,315 | $2.59M | 1.66% | +200+2.0% | Added |