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 |
|---|---|---|---|---|---|
| Conning Inc. | 957 | $240.5K | 0.01% | −30−3.0% | Reduced |
| Vantage Consulting Group Inc | 954 | $239.8K | 0.16% | −58−5.7% | Reduced |
| Syntax Advisors, LLC | 954 | $239.8K | 0.21% | −58−5.7% | Reduced |
| Perpetual Ltd | 953 | $239.5K | 0.00% | −920−49.1% | Reduced |
| Cohen Investment Advisors LLC | 952 | $239.3K | 0.19% | −30−3.1% | Reduced |
| Regatta Capital Group, LLC | 950 | $238.8K | 0.08% | −15−1.6% | Reduced |
| Nilsine Partners, LLC | 941 | $236.5K | 0.04% | +37+4.1% | Added |
| Seneca Financial Advisors LLC | 937 | $235.4K | 0.16% | +3+0.3% | Added |
| Avidian Wealth Solutions, LLC | 936 | $235.3K | 0.02% | −38−3.9% | Reduced |
| Sentry Investment Management LLC | 937 | $235.0K | 0.11% | −124−11.7% | Reduced |
| Headinvest, LLC | 943 | $234.5K | 0.05% | −35−3.6% | Reduced |
| Lakeview Capital Partners, LLC | 925 | $232.5K | 0.05% | +925 | New |
| Baxter Bros Inc | 925 | $232.5K | 0.04% | 00.0% | Unchanged |
| McLean Asset Management Corp | 975 | $231.9K | 0.10% | −80−7.6% | Reduced |
| Welch Group, LLC | 918 | $230.8K | 0.01% | +1+0.1% | Added |
| Modus Advisors, LLC | 918 | $230.7K | 0.10% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 916 | $230.2K | 0.06% | −63−6.4% | Reduced |
| Bayesian Capital Management, LP | 916 | $230.2K | 0.03% | +916 | New |
| First National Bank & Trust Co of Newtown | 913 | $229.5K | 0.05% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 895 | $229.0K | 0.04% | +22+2.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 911 | $229.0K | 0.04% | −8−0.9% | Reduced |
| Rise Advisors, LLC | 910 | $228.7K | 0.18% | −95−9.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 906 | $227.7K | 0.01% | −72−7.4% | Reduced |
| Penserra Capital Management LLC | 907 | $227.0K | 0.00% | −143−13.6% | Reduced |
| NewEdge Wealth, LLC | 900 | $226.2K | 0.01% | +34+3.9% | Added |
| Seed Wealth Management, Inc. | 900 | $226.2K | 0.25% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 888 | $225.0K | 0.17% | −652−42.3% | Reduced |
| First Citizens Financial Corp | 891 | $223.9K | 0.16% | 00.0% | Unchanged |
| Inscription Capital, LLC | 890 | $223.7K | 0.07% | +10+1.1% | Added |
| Columbia Trust Co 01012016 | 885 | $222.4K | 0.13% | +2+0.2% | Added |
| InTrack Investment Management Inc | 884 | $222.2K | 0.20% | −904−50.6% | Reduced |
| Aptus Capital Advisors, LLC | 883 | $221.9K | 0.01% | +883 | New |
| ASB Consultores, LLC | 881 | $221.4K | 0.09% | −288−24.6% | Reduced |
| Callahan Advisors, LLC | 881 | $221.4K | 0.03% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 880 | $221.2K | 0.01% | −36−3.9% | Reduced |
| Quadrant Capital Group LLC | 878 | $220.7K | 0.02% | +125+16.6% | Added |
| Gilman Hill Asset Management, LLC | 870 | $218.7K | 0.04% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 870 | $218.7K | 0.00% | +870 | New |
| Fisher Asset Management, LLC | 866 | $217.8K | 0.00% | +866 | New |
| Greenfield Savings Bank | 860 | $216.1K | 0.14% | −17−1.9% | Reduced |
| Mint Tower Capital Management B.V. | 858 | $216.0K | 0.06% | +858 | New |
| First Affirmative Financial Network | 857 | $215.3K | 0.21% | +1+0.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 851 | $214.0K | 0.01% | +851 | New |
| Sonata Capital Group Inc | 850 | $214.0K | 0.11% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 850 | $213.6K | 0.05% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 849 | $213.4K | 0.02% | −333−28.2% | Reduced |
| Wealth Effects LLC | 846 | $212.5K | 0.10% | +1+0.1% | Added |
| Carlson Capital Management | 844 | $212.1K | 0.01% | −2−0.2% | Reduced |
| Modera Wealth Management, LLC | 838 | $210.6K | 0.00% | +838 | New |
| Granite Harbor Advisors, Inc. | 838 | $210.6K | 0.17% | +838 | New |
| Mather Group, LLC. | 833 | $209.4K | 0.00% | +833 | New |
| Brighton Jones LLC | 827 | $207.9K | 0.01% | −23−2.7% | Reduced |
| Green Square Capital Advisors LLC | 823 | $206.9K | 0.03% | +5+0.6% | Added |
| V-Square Quantitative Management LLC | 820 | $206.1K | 0.09% | +820 | New |
| WNY Asset Management, LLC | 813 | $204.3K | 0.04% | −119−12.8% | Reduced |
| Stanley-Laman Group, Ltd. | 812 | $204.1K | 0.03% | +812 | New |
| Smithfield Trust Co | 811 | $204.0K | 0.01% | −12−1.5% | Reduced |
| Chatham Capital Group, Inc. | 810 | $203.6K | 0.05% | +810 | New |
| Marino, Stram & Associates LLC | 810 | $203.5K | 0.06% | +810 | New |
| Franklin Street Advisors Inc | 806 | $203.0K | 0.02% | +806 | New |
| Viawealth, LLC | 803 | $201.9K | 0.15% | −249−23.7% | Reduced |
| Financial Council Asset Management Inc | 803 | $201.8K | 0.16% | +803 | New |
| AXA S.A. | 802 | $201.6K | 0.00% | −13,057−94.2% | Reduced |
| Benin Management CORP | 800 | $201.1K | 0.07% | −40−4.8% | Reduced |
| Pitti Group Wealth Management, LLC | 799 | $200.9K | 0.23% | +799 | New |
| Proequities, Inc. | 790 | $198.6K | 0.02% | +76+10.6% | Added |
| Gulf International Bank (UK) Ltd | 738 | $185.0K | 0.01% | −356−32.5% | Reduced |
| Creative Financial Designs Inc | 710 | $178.4K | 0.02% | −6−0.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 708 | $177.9K | 0.01% | −65−8.4% | Reduced |
| Coppell Advisory Solutions LLC | 751 | $174.1K | 0.06% | +53+7.6% | Added |
| Rosenberg Matthew Hamilton | 670 | $168.5K | 0.06% | +15+2.3% | Added |
| Colonial Trust Co | 670 | $168.4K | 0.04% | +24+3.7% | Added |
| TSFG, LLC | 658 | $165.0K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 617 | $155.1K | 0.01% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 614 | $154.3K | 0.01% | −12−1.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 606 | $152.0K | 0.10% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 546 | $137.0K | 0.02% | −17−3.0% | Reduced |
| Baldwin Brothers Inc | 545 | $137.0K | 0.01% | −50−8.4% | Reduced |
| Manchester Capital Management LLC | 540 | $135.7K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 523 | $131.4K | 0.01% | −131−20.0% | Reduced |
| Archer Investment Corp | 507 | $127.4K | 0.04% | +133+35.6% | Added |
| United Community Bank | 503 | $126.4K | 0.06% | −45−8.2% | Reduced |
| Alta Advisers Ltd | 500 | $125.7K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $125.7K | 0.06% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $125.7K | 0.03% | +500 | New |
| Parkside Financial Bank & Trust | 498 | $125.2K | 0.03% | +110+28.4% | Added |
| Edmond de Rothschild Holding S.A. | 494 | $124.2K | 0.00% | −72−12.7% | Reduced |
| Vestor Capital, LLC | 480 | $121.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 480 | $120.6K | 0.03% | +462+2,566.7% | Added |
| American National Bank | 480 | $120.6K | 0.02% | −17−3.4% | Reduced |
| Princeton Global Asset Management LLC | 475 | $119.4K | 0.03% | 00.0% | Unchanged |
| City State Bank | 439 | $110.0K | 0.06% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 433 | $108.8K | 0.08% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 430 | $108.1K | 0.05% | +215+100.0% | Added |
| Key Financial Inc | 425 | $106.8K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 414 | $104.1K | 0.02% | +10+2.5% | Added |
| Washington Trust Co | 410 | $103.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $100.5K | 0.02% | −10−2.4% | Reduced |
| Optimum Investment Advisors | 400 | $100.5K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 400 | $100.5K | 0.05% | 00.0% | Unchanged |