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; 1,039 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 | 1,039 | $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 |
|---|---|---|---|---|---|
| Northcape Wealth Management, LLC | 10,345 | $2.60M | 1.00% | −180−1.7% | Reduced |
| GTS Securities LLC | 10,404 | $2.61M | 0.05% | −13,078−55.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 10,449 | $2.63M | 1.93% | +52+0.5% | Added |
| Hudson Bay Capital Management LP | 10,469 | $2.63M | 0.03% | −961−8.4% | Reduced |
| Winton Group Ltd | 10,481 | $2.63M | 0.22% | +1,695+19.3% | Added |
| WD Rutherford LLC | 10,546 | $2.65M | 1.82% | +1,411+15.4% | Added |
| Ar Asset Management Inc | 10,825 | $2.72M | 0.76% | −50−0.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 10,848 | $2.73M | 0.10% | −1,537−12.4% | Reduced |
| TBH Global Asset Management, LLC | 10,882 | $2.74M | 0.53% | −251−2.3% | Reduced |
| Hartford Investment Management Co | 11,003 | $2.77M | 0.11% | −326−2.9% | Reduced |
| Level Four Advisory Services, LLC | 11,087 | $2.79M | 0.18% | +334+3.1% | Added |
| Vista Investment Management | 11,089 | $2.79M | 1.46% | −28−0.3% | Reduced |
| Private Trust Co NA | 11,097 | $2.79M | 0.37% | −324−2.8% | Reduced |
| Robbins Farley LLC | 11,144 | $2.80M | 1.98% | +855+8.3% | Added |
| Palisade Capital Management LLC | 11,450 | $2.88M | 0.08% | −10−0.1% | Reduced |
| City Holding Co | 11,532 | $2.90M | 0.52% | −330−2.8% | Reduced |
| Securian Asset Management, Inc | 11,538 | $2.90M | 0.09% | −1,937−14.4% | Reduced |
| Leeward Financial Partners, LLC | 11,565 | $2.91M | 1.61% | +1,355+13.3% | Added |
| Advisory Services Network, LLC | 11,588 | $2.91M | 0.08% | +627+5.7% | Added |
| TownSquare Capital, LLC | 11,690 | $2.94M | 0.05% | +202+1.8% | Added |
| Gotham Asset Management, LLC | 11,740 | $2.95M | 0.06% | +5,037+75.1% | Added |
| Tower Research Capital LLC (TRC) | 11,750 | $2.95M | 0.09% | +7,610+183.8% | Added |
| Meridian Management Co | 11,794 | $2.96M | 0.97% | −222−1.8% | Reduced |
| Pathstone Family Office, LLC | 11,906 | $2.99M | 0.02% | +4,783+67.1% | Added |
| Integrated Wealth Concepts LLC | 11,978 | $3.01M | 0.05% | −252−2.1% | Reduced |
| Brookstone Capital Management | 12,939 | $3.02M | 0.07% | −6,576−33.7% | Reduced |
| Rafferty Asset Management, LLC | 12,016 | $3.02M | 0.02% | +1,253+11.6% | Added |
| Linscomb & Williams, Inc. | 12,044 | $3.03M | 0.18% | −482−3.8% | Reduced |
| South Dakota Investment Council | 12,253 | $3.08M | 0.07% | −900−6.8% | Reduced |
| Intech Investment Management LLC | 12,259 | $3.08M | 0.05% | −7−0.1% | Reduced |
| Maryland State Retirement & Pension System | 12,401 | $3.12M | 0.07% | +720+6.2% | Added |
| Stratos Wealth Partners, LTD. | 12,401 | $3.12M | 0.07% | +763+6.6% | Added |
| Fayez Sarofim & Co | 12,420 | $3.12M | 0.01% | +2,700+27.8% | Added |
| Oregon Public Employees Retirement Fund | 12,470 | $3.13M | 0.04% | −51−0.4% | Reduced |
| Armstrong Shaw Associates Inc | 12,531 | $3.15M | 3.31% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,786 | $3.21M | 0.02% | +230+1.8% | Added |
| Private Asset Management Inc | 12,797 | $3.22M | 0.76% | −1,707−11.8% | Reduced |
| Cox Capital Mgt LLC | 12,834 | $3.23M | 2.27% | +946+8.0% | Added |
| Kentucky Retirement Systems | 12,843 | $3.23M | 0.11% | −121−0.9% | Reduced |
| Tower Bridge Advisors | 12,950 | $3.25M | 0.30% | −2,399−15.6% | Reduced |
| Granite Bay Wealth Management, LLC | 12,600 | $3.29M | 0.03% | +12,600 | New |
| Hoylecohen, LLC | 13,268 | $3.33M | 0.31% | −243−1.8% | Reduced |
| Commerce Bank | 13,269 | $3.33M | 0.03% | −660−4.7% | Reduced |
| Great Valley Advisor Group, Inc. | 13,309 | $3.34M | 0.14% | +7,576+132.1% | Added |
| Lee Danner & Bass Inc | 13,555 | $3.41M | 0.31% | +3,685+37.3% | Added |
| Wolverine Trading, LLC | 13,567 | $3.41M | 0.03% | −4,336−24.2% | Reduced |
| Andra AP-fonden | 13,600 | $3.42M | 0.20% | +3,300+32.0% | Added |
| Narwhal Capital Management | 13,609 | $3.42M | 0.42% | −624−4.4% | Reduced |
| Davenport & Co LLC | 13,717 | $3.45M | 0.03% | −212,424−93.9% | Reduced |
| Herbst Group, LLC | 13,746 | $3.45M | 2.47% | +850+6.6% | Added |
| Elo Mutual Pension Insurance Co | 13,807 | $3.47M | 0.11% | +142+1.0% | Added |
| SWS Partners | 13,883 | $3.49M | 1.29% | +6,836+97.0% | Added |
| Valley National Advisers Inc | 13,944 | $3.50M | 0.61% | −1,066−7.1% | Reduced |
| Daiwa Securities Group Inc. | 13,958 | $3.51M | 0.02% | +1,077+8.4% | Added |
| SG Americas Securities, LLC | 14,118 | $3.55M | 0.05% | −2,024−12.5% | Reduced |
| WealthPLAN Partners, LLC | 14,202 | $3.57M | 0.41% | +6,715+89.7% | Added |
| Jump Financial, LLC | 14,286 | $3.59M | 0.13% | +4,217+41.9% | Added |
| Steward Partners Investment Advisory, LLC | 14,337 | $3.60M | 0.06% | +194+1.4% | Added |
| Cypress Asset Management Inc | 14,478 | $3.64M | 1.22% | +860+6.3% | Added |
| Picton Mahoney Asset Management | 14,535 | $3.65M | 0.17% | −1,690−10.4% | Reduced |
| Hohimer Wealth Management, LLC | 14,758 | $3.71M | 1.06% | −238−1.6% | Reduced |
| Aureus Asset Management, LLC | 14,857 | $3.73M | 0.30% | +1,679+12.7% | Added |
| British Columbia Investment Management Corp | 14,973 | $3.76M | 0.04% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,030 | $3.78M | 0.06% | +1,040+7.4% | Added |
| Gsa Capital Partners LLP | 15,224 | $3.83M | 0.33% | +15,224 | New |
| Fulton Bank, N.A. | 15,299 | $3.85M | 0.19% | −1,489−8.9% | Reduced |
| Pacer Advisors, Inc. | 15,487 | $3.89M | 0.01% | −262−1.7% | Reduced |
| Alta Capital Management LLC | 15,568 | $3.91M | 0.28% | −1,926−11.0% | Reduced |
| Burney Co | 15,658 | $3.94M | 0.18% | +390+2.6% | Added |
| Pinnacle Associates Ltd | 15,659 | $3.94M | 0.07% | −10,841−40.9% | Reduced |
| Valeo Financial Advisors, LLC | 15,736 | $3.95M | 0.18% | −16,147−50.6% | Reduced |
| Sand Hill Global Advisors, LLC | 15,760 | $3.96M | 0.22% | +409+2.7% | Added |
| Citizens Business Bank | 15,962 | $4.01M | 0.94% | −628−3.8% | Reduced |
| PEAK6 Investments LLC | 16,036 | $4.03M | 0.20% | +15,591+3,503.6% | Added |
| Patton Albertson Miller Group, LLC | 16,147 | $4.06M | 0.80% | +52+0.3% | Added |
| Toth Financial Advisory Corp | 16,237 | $4.08M | 0.62% | +44+0.3% | Added |
| Beacon Pointe Advisors, LLC | 16,322 | $4.10M | 0.05% | +176+1.1% | Added |
| Prudential PLC | 16,353 | $4.11M | 0.05% | +9,174+127.8% | Added |
| Aviance Capital Partners, LLC | 16,526 | $4.15M | 0.93% | −715−4.1% | Reduced |
| Coldstream Capital Management Inc | 16,596 | $4.17M | 0.14% | −130−0.8% | Reduced |
| First Manhattan Co | 16,623 | $4.18M | 0.02% | −645−3.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 16,672 | $4.19M | 0.98% | −1,723−9.4% | Reduced |
| Oak Asset Management, LLC | 16,832 | $4.23M | 1.82% | −70−0.4% | Reduced |
| Private Advisor Group, LLC | 16,969 | $4.26M | 0.04% | +166+1.0% | Added |
| Rosenblum Silverman Sutton S F Inc | 17,099 | $4.30M | 1.46% | +443+2.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,188 | $4.32M | 0.10% | +12,549+270.5% | Added |
| Kestra Private Wealth Services, LLC | 17,218 | $4.33M | 0.14% | +2,526+17.2% | Added |
| Public Sector Pension Investment Board | 17,278 | $4.34M | 0.03% | +1,803+11.7% | Added |
| Blue Zone Wealth Advisors, LLC | 17,291 | $4.35M | 1.91% | +17,291 | New |
| Envestnet Portfolio Solutions, Inc. | 17,329 | $4.36M | 0.02% | +17,329 | New |
| D. E. Shaw & Co., Inc. | 17,330 | $4.36M | 0.01% | +207+1.2% | Added |
| Cetera Advisor Networks LLC | 17,726 | $4.45M | 0.03% | +152+0.9% | Added |
| Sandy Spring Bank | 17,792 | $4.47M | 0.25% | −90−0.5% | Reduced |
| Resources Management Corp | 17,898 | $4.50M | 0.73% | −327−1.8% | Reduced |
| River Wealth Advisors LLC | 17,954 | $4.51M | 0.81% | +322+1.8% | Added |
| Kavar Capital Partners Group, LLC | 17,994 | $4.52M | 0.98% | −80−0.4% | Reduced |
| Element Capital Management LLC | 18,012 | $4.53M | 0.40% | −3,542−16.4% | Reduced |
| Alpha Omega Wealth Management LLC | 18,027 | $4.53M | 0.78% | −692−3.7% | Reduced |
| St Germain D J Co Inc | 18,127 | $4.56M | 0.26% | −1,935−9.6% | Reduced |
| Joho Capital LLC | 18,215 | $4.58M | 1.03% | 00.0% | Unchanged |