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 |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 55 | $13.7K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 54 | $13.6K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 52 | $13.1K | 0.00% | −3−5.5% | Reduced |
| Hibernia Wealth Partners, LLC | 52 | $13.1K | 0.01% | +52 | New |
| Winch Advisory Services, LLC | 52 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 53 | $13.0K | 0.00% | +4+8.2% | Added |
| NewSquare Capital LLC | 49 | $12.3K | 0.00% | −4−7.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 47 | $11.8K | 0.01% | +44+1,466.7% | Added |
| Transamerica Financial Advisors, Inc. | 42 | $11.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 44 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 45 | $11.0K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 43 | $10.8K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 42 | $10.6K | 0.00% | +4+10.5% | Added |
| Retirement Group, LLC | 40 | $10.1K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 37 | $9.30K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 35 | $8.80K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 35 | $8.80K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 34 | $8.54K | 0.00% | −3−8.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 31 | $7.97K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 26 | $6.54K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 25 | $6.28K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 24 | $5.79K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $5.28K | 0.00% | −29−58.0% | Reduced |
| Mendota Financial Group, LLC | 19 | $4.85K | 0.01% | +19 | New |
| Atlantic Trust, LLC | 19 | $4.78K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 18 | $4.73K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 17 | $4.27K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 17 | $4.27K | 0.00% | +17 | New |
| Addison Advisors LLC | 13 | $3.27K | 0.00% | +13 | New |
| Highline Wealth Partners LLC | 13 | $3.27K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $3.12K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 12 | $3.06K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 10 | $2.51K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $2.51K | 0.00% | +3+42.9% | Added |
| Delta Asset Management LLC | 10 | $2.51K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 10 | $2.51K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $2.51K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $2.51K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $2.26K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $2.26K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 9 | $2.26K | 0.00% | +9 | New |
| LGT Financial Advisors LLC | 9 | $2.26K | 0.00% | +9 | New |
| Sound Income Strategies, LLC | 8 | $2.01K | 0.00% | −5−38.5% | Reduced |
| VitalStone Financial, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $2.00K | 0.00% | +2+25.0% | Added |
| MCF Advisors LLC | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $1.00K | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $754 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $738 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $503 | 0.00% | +2 | New |
| Natixis | 0 | $0 | 0.00% | −243,739−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −179,750−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −66,611−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −51,113−100.0% | Sold out |
| Primecap Management Co | 0 | $0 | 0.00% | −25,700−100.0% | Sold out |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −23,614−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −16,115−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −10,234−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −9,687−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −8,369−100.0% | Sold out |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 0 | $0 | 0.00% | −5,283−100.0% | Sold out |
| Wealth Advisors of Tampa Bay, LLC | 0 | $0 | 0.00% | −5,235−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −5,218−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −3,268−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −2,866−100.0% | Sold out |
| Zenyatta Capital Management LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Guardian Capital Advisors LP | 0 | $0 | 0.00% | −2,260−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −2,242−100.0% | Sold out |
| Harvey Capital Management Inc | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,806−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,723−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −1,612−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| China Universal Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,436−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −1,324−100.0% | Sold out |
| Inlet Private Wealth, LLC | 0 | $0 | 0.00% | −1,318−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −1,104−100.0% | Sold out |
| Claybrook Capital, LLC | 0 | $0 | 0.00% | −1,069−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −957−100.0% | Sold out |
| Arvest Trust Co N A | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −988−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −986−100.0% | Sold out |