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 |
|---|---|---|---|---|---|
| Capital Advisory Group Advisory Services, LLC | 1,377 | $346.1K | 0.20% | +1,377 | New |
| Sheaff Brock Investment Advisors, LLC | 1,374 | $345.3K | 0.03% | −195−12.4% | Reduced |
| Chicago Trust Co NA | 1,371 | $344.6K | 0.09% | −57−4.0% | Reduced |
| Symmetry Partners, LLC | 1,370 | $344.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,359 | $341.6K | 0.01% | +363+36.4% | Added |
| Oxford Financial Group Ltd | 1,351 | $339.5K | 0.03% | −23−1.7% | Reduced |
| RMB Capital Management, LLC | 1,349 | $339.0K | 0.01% | +6+0.4% | Added |
| Sciencast Management LP | 1,346 | $338.3K | 0.15% | +108+8.7% | Added |
| Oak Thistle LLC | 1,344 | $337.8K | 0.10% | +362+36.9% | Added |
| Alhambra Investment Partners LLC | 1,337 | $336.0K | 0.22% | 00.0% | Unchanged |
| Regions Financial Corp | 1,336 | $335.8K | 0.00% | −305−18.6% | Reduced |
| United Capital Financial Advisers, LLC | 1,333 | $335.1K | 0.00% | +148+12.5% | Added |
| KRS Capital Management, LLC | 1,307 | $328.4K | 0.35% | −14−1.1% | Reduced |
| Accurate Wealth Management, LLC | 1,379 | $327.9K | 0.10% | +125+10.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,300 | $326.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,289 | $324.0K | 0.04% | +17+1.3% | Added |
| ICW Investment Advisors LLC | 1,289 | $323.9K | 0.17% | +4+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 1,286 | $323.3K | 0.04% | +347+37.0% | Added |
| North Star Investment Management Corp. | 1,275 | $320.4K | 0.03% | +1+0.1% | Added |
| Scharf Investments, LLC | 1,268 | $318.6K | 0.01% | −343,193−99.6% | Reduced |
| Focus Financial Network, Inc. | 1,257 | $315.8K | 0.02% | −63−4.8% | Reduced |
| NBT Bank N A | 1,252 | $314.7K | 0.03% | +1,252 | New |
| Merit Financial Group, LLC | 1,250 | $314.1K | 0.01% | +183+17.2% | Added |
| Wedmont Private Capital | 1,331 | $313.0K | 0.03% | +143+12.0% | Added |
| Financial Advisory Service, Inc. | 1,234 | $310.3K | 0.03% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,231 | $309.4K | 0.22% | −981−44.3% | Reduced |
| Wade G W & Inc | 1,230 | $309.0K | 0.01% | −3,440−73.7% | Reduced |
| Hills Bank & Trust Co | 1,229 | $308.9K | 0.04% | −9−0.7% | Reduced |
| Central Bank & Trust Co | 1,228 | $308.6K | 0.05% | +637+107.8% | Added |
| Almanack Investment Partners, LLC. | 1,215 | $305.4K | 0.06% | +1+0.1% | Added |
| Farmers Trust Co | 1,215 | $305.4K | 0.07% | −35−2.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,214 | $305.0K | 0.02% | −100−7.6% | Reduced |
| Investors Asset Management of Georgia Inc | 1,220 | $301.9K | 0.17% | −20−1.6% | Reduced |
| Boston Trust Walden Corp | 1,200 | $301.6K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,200 | $301.6K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,200 | $301.6K | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,298 | $300.9K | 0.02% | +15+1.2% | Added |
| Hillman Capital Management, Inc. | 1,187 | $298.3K | 0.11% | −991−45.5% | Reduced |
| Studio Investment Management LLC | 1,186 | $298.1K | 0.08% | −817−40.8% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,180 | $296.6K | 1.33% | +1,180 | New |
| Harbour Investments, Inc. | 1,178 | $296.1K | 0.01% | −26−2.2% | Reduced |
| Highlander Capital Management, LLC | 1,100 | $296.0K | 0.12% | −300−21.4% | Reduced |
| Nations Financial Group Inc, | 1,171 | $294.4K | 0.03% | +20+1.7% | Added |
| Probity Advisors, Inc. | 1,169 | $293.8K | 0.07% | −67−5.4% | Reduced |
| Centurion Wealth Management LLC | 1,160 | $291.5K | 0.14% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,160 | $291.5K | 0.03% | +18+1.6% | Added |
| Brandywine Oak Private Wealth LLC | 1,157 | $290.8K | 0.03% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 1,153 | $289.8K | 0.36% | −99−7.9% | Reduced |
| Searle & Co. | 1,150 | $289.0K | 0.10% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,144 | $287.5K | 0.09% | +1,144 | New |
| Integrated Advisors Network LLC | 1,139 | $286.4K | 0.02% | −5−0.4% | Reduced |
| Baron Wealth Management LLC | 1,133 | $284.7K | 0.18% | −99−8.0% | Reduced |
| Cable Hill Partners, LLC | 1,122 | $282.0K | 0.04% | +272+32.0% | Added |
| PGGM Investments | 1,120 | $281.0K | 0.00% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 1,117 | $280.6K | 0.15% | +4+0.4% | Added |
| Meritas Wealth Management, LLC | 1,115 | $280.2K | 0.21% | −420−27.4% | Reduced |
| Monarch Capital Management Inc | 1,111 | $279.2K | 0.09% | 00.0% | Unchanged |
| Tobam | 1,104 | $277.0K | 0.02% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 1,100 | $276.5K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 1,099 | $276.2K | 0.02% | +22+2.0% | Added |
| Purus Wealth Management, LLC | 1,084 | $272.4K | 0.18% | −10−0.9% | Reduced |
| Meridian Wealth Advisors, LLC | 1,073 | $269.7K | 0.07% | −132−11.0% | Reduced |
| Goodwin Daniel L | 1,073 | $269.7K | 0.13% | +15+1.4% | Added |
| Knuff & Co LLC | 1,071 | $269.2K | 0.11% | −22−2.0% | Reduced |
| Ignite Planners, LLC | 1,106 | $266.9K | 0.08% | +1,106 | New |
| Bordeaux Wealth Advisors LLC | 1,059 | $266.2K | 0.11% | +2+0.2% | Added |
| Leonteq Securities AG | 1,057 | $265.7K | 0.03% | +999+1,722.4% | Added |
| Claro Advisors LLC | 1,050 | $263.8K | 0.07% | +42+4.2% | Added |
| Camden Capital, LLC | 1,042 | $261.8K | 0.03% | +1,042 | New |
| Barry Investment Advisors, LLC | 1,040 | $261.6K | 0.09% | 00.0% | Unchanged |
| First Foundation Advisors | 1,032 | $259.4K | 0.01% | +1,032 | New |
| PFG Advisors | 1,032 | $259.4K | 0.02% | −11−1.1% | Reduced |
| Aspiriant, LLC | 1,031 | $259.1K | 0.01% | +1,031 | New |
| SYSTM Wealth Solutions LLC | 1,031 | $259.1K | 0.04% | +1,031 | New |
| Financial Advisory Corp | 1,026 | $258.0K | 0.12% | −28−2.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 1,025 | $258.0K | 0.00% | 00.0% | Unchanged |
| Clare Market Investments LLC | 1,012 | $254.3K | 0.10% | +4+0.4% | Added |
| Boston Family Office LLC | 1,009 | $254.0K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,010 | $253.8K | 0.02% | +177+21.2% | Added |
| Tompkins Financial Corp | 1,007 | $253.1K | 0.04% | +30+3.1% | Added |
| NorthRock Partners, LLC | 1,002 | $251.8K | 0.03% | +1,002 | New |
| Lewis Capital Management, LLC | 1,000 | $251.3K | 0.39% | −63−5.9% | Reduced |
| German American Bancorp, Inc. | 1,000 | $251.3K | 0.04% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,000 | $251.3K | 0.09% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $251.3K | 0.18% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $251.3K | 0.07% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 999 | $251.0K | 0.01% | −278−21.8% | Reduced |
| Waters Parkerson & Co., LLC | 1,000 | $251.0K | 0.02% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $251.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $251.0K | 0.12% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 993 | $249.8K | 0.20% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 992 | $249.3K | 0.05% | +992 | New |
| Geller Advisors LLC | 991 | $249.1K | 0.03% | +991 | New |
| Fortis Advisors, LLC | 981 | $246.6K | 0.19% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 980 | $246.2K | 0.05% | −10−1.0% | Reduced |
| Castle Rock Wealth Management, LLC | 1,036 | $246.0K | 0.08% | +1+0.1% | Added |
| Hubbell Strickland Wealth Management, LLC | 977 | $245.6K | 0.15% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 971 | $244.0K | 0.01% | +78+8.7% | Added |
| Clarius Group, LLC | 965 | $242.5K | 0.02% | −330−25.5% | Reduced |
| Intrua Financial, LLC | 962 | $241.8K | 0.04% | 00.0% | Unchanged |