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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 398 | $100.0K | 0.05% | −71−15.1% | Reduced |
| Sunbelt Securities, Inc. | 390 | $98.1K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 381 | $95.9K | 0.07% | −16−4.0% | Reduced |
| Farther Finance Advisors, LLC | 362 | $91.0K | 0.01% | −13−3.5% | Reduced |
| J.Safra Asset Management Corp | 359 | $90.2K | 0.01% | −90−20.0% | Reduced |
| M&R Capital Management Inc | 357 | $89.7K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 351 | $86.0K | 0.00% | +23+7.0% | Added |
| AXS Investments LLC | 339 | $85.2K | 0.02% | +254+298.8% | Added |
| General Partner, Inc. | 332 | $83.4K | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 322 | $80.9K | 0.00% | +83+34.7% | Added |
| Pin Oak Investment Advisors Inc | 318 | $80.0K | 0.09% | 00.0% | Unchanged |
| Grove Bank & Trust | 311 | $78.2K | 0.02% | −335−51.9% | Reduced |
| ORG Partners LLC | 303 | $76.2K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 302 | $75.9K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $75.4K | 0.00% | −15,025−98.0% | Reduced |
| Hall Laurie J Trustee | 300 | $75.0K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 288 | $72.4K | 0.02% | +30+11.6% | Added |
| Clean Yield Group | 300 | $71.7K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 280 | $70.4K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 266 | $66.9K | 0.01% | +25+10.4% | Added |
| Concord Wealth Partners | 257 | $64.6K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 255 | $64.1K | 0.00% | −5−1.9% | Reduced |
| Capital Advisors, Ltd. LLC | 249 | $63.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 250 | $62.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 249 | $62.6K | 0.01% | +32+14.7% | Added |
| Albion Financial Group | 245 | $61.6K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 242 | $60.8K | 0.05% | −32−11.7% | Reduced |
| Cambridge Trust Co | 229 | $57.6K | 0.00% | +29+14.5% | Added |
| VisionPoint Advisory Group, LLC | 229 | $57.5K | 0.02% | +229 | New |
| Paladin Advisory Group, LLC | 223 | $56.0K | 0.05% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 218 | $54.8K | 0.02% | +1+0.5% | Added |
| Johnson Financial Group, Inc. | 212 | $53.3K | 0.00% | −270−56.0% | Reduced |
| Park Place Capital Corp | 210 | $52.8K | 0.02% | −481−69.6% | Reduced |
| Glen Eagle Advisors, LLC | 207 | $52.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 208 | $52.0K | 0.00% | +28+15.6% | Added |
| Silicon Valley Capital Partners | 205 | $51.5K | 0.01% | +1+0.5% | Added |
| Blume Capital Management, Inc. | 200 | $50.3K | 0.01% | −50−20.0% | Reduced |
| Flaharty Asset Management, LLC | 200 | $50.3K | 0.01% | +200 | New |
| Global Wealth Management Investment Advisory, Inc. | 195 | $49.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 195 | $49.0K | 0.01% | +71+57.3% | Added |
| Core Alternative Capital | 192 | $48.3K | 0.01% | +130+209.7% | Added |
| West Paces Advisors Inc. | 192 | $48.3K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 192 | $48.3K | 0.02% | +192 | New |
| Truvestments Capital LLC | 190 | $47.9K | 0.02% | +25+15.2% | Added |
| Quent Capital, LLC | 182 | $45.7K | 0.01% | +8+4.6% | Added |
| Chilton Capital Management LLC | 180 | $45.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 176 | $44.2K | 0.01% | +8+4.8% | Added |
| Northwest Investment Counselors, LLC | 170 | $42.7K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 170 | $42.7K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 166 | $41.7K | 0.02% | +166 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 164 | $41.2K | 0.02% | +164 | New |
| First Financial Corp | 161 | $40.5K | 0.02% | +161 | New |
| Oakworth Capital, Inc. | 155 | $39.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 153 | $38.5K | 0.01% | +2+1.3% | Added |
| Heritage Wealth Advisors | 150 | $37.7K | 0.00% | −16−9.6% | Reduced |
| Tacita Capital Inc | 145 | $36.4K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 142 | $35.7K | 0.01% | −18−11.3% | Reduced |
| Center for Financial Planning, Inc. | 135 | $33.9K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 134 | $33.7K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 125 | $31.4K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 124 | $31.2K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 131 | $31.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 119 | $30.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 118 | $30.0K | 0.00% | +115+3,833.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 118 | $29.7K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 106 | $26.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 105 | $26.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 103 | $25.8K | 0.01% | +1+1.0% | Added |
| Impact Partnership Wealth, LLC | 102 | $25.6K | 0.01% | +94+1,175.0% | Added |
| Wellington Shields & Co., LLC | 100 | $25.1K | 0.01% | −500−83.3% | Reduced |
| Hallmark Capital Management Inc | 100 | $25.1K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $25.1K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $25.1K | 0.01% | +100 | New |
| Jamison Private Wealth Management, Inc. | 100 | $25.1K | 0.01% | +100 | New |
| New Millennium Group LLC | 98 | $24.6K | 0.02% | +88+880.0% | Added |
| Salomon & Ludwin, LLC | 98 | $24.6K | 0.00% | +98 | New |
| Carmel Capital Partners, LLC | 95 | $23.9K | 0.01% | +95 | New |
| Northwest Capital Management Inc | 90 | $22.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $22.6K | 0.00% | +11+13.9% | Added |
| Carolinas Wealth Consulting LLC | 95 | $22.2K | 0.01% | −6−5.9% | Reduced |
| Ogorek Anthony Joseph | 87 | $22.0K | 0.01% | −20−18.7% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 79 | $20.0K | 0.02% | −123−60.9% | Reduced |
| Motco | 78 | $19.6K | 0.00% | −4−4.9% | Reduced |
| Annapolis Financial Services, LLC | 75 | $18.9K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 75 | $18.9K | 0.01% | +9+13.6% | Added |
| IMA Wealth, Inc. | 74 | $18.6K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $18.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 71 | $18.0K | 0.01% | −7−9.0% | Reduced |
| Abound Wealth Management | 71 | $17.8K | 0.01% | +2+2.9% | Added |
| Coston, McIsaac & Partners | 71 | $17.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 67 | $16.8K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 66 | $16.6K | 0.00% | −210−76.1% | Reduced |
| Providence Capital Advisors, LLC | 65 | $16.3K | 0.00% | −3−4.4% | Reduced |
| Steward Financial Group LLC | 64 | $16.0K | 0.01% | +64 | New |
| Legacy Financial Group LLC | 61 | $15.3K | 0.00% | +61 | New |
| Carolina Wealth Advisors, LLC | 60 | $15.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 59 | $15.0K | 0.00% | −27−31.4% | Reduced |
| SRS Capital Advisors, Inc. | 58 | $14.5K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 56 | $14.1K | 0.01% | +56 | New |
| HighMark Wealth Management LLC | 55 | $13.8K | 0.01% | −3−5.2% | Reduced |