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 |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 25,000 | $6.28M | 0.12% | +25,000 | New |
| Assetmark, Inc | 24,974 | $6.28M | 0.03% | +627+2.6% | Added |
| Central Trust Co | 24,663 | $6.20M | 0.18% | +178+0.7% | Added |
| Gibraltar Capital Management, Inc. | 24,284 | $6.10M | 2.71% | +640+2.7% | Added |
| First Long Island Investors, LLC | 24,250 | $6.09M | 0.59% | +147+0.6% | Added |
| Pacific Global Investment Management CO | 24,031 | $6.04M | 1.33% | +642+2.7% | Added |
| Legacy Private Trust Co. | 24,005 | $6.03M | 0.52% | −1,072−4.3% | Reduced |
| Quantbot Technologies LP | 23,667 | $5.95M | 0.40% | +23,667 | New |
| CIBC Asset Management Inc | 23,299 | $5.86M | 0.02% | −501−2.1% | Reduced |
| MMBG Investment Advisors Co. | 23,234 | $5.84M | 0.74% | +910+4.1% | Added |
| HGK Asset Management Inc | 23,213 | $5.83M | 1.91% | −1,823−7.3% | Reduced |
| New York Life Investment Management LLC | 23,093 | $5.80M | 0.06% | +163+0.7% | Added |
| Trust Co of Vermont | 23,048 | $5.79M | 0.39% | +1,628+7.6% | Added |
| ProShare Advisors LLC | 23,031 | $5.79M | 0.02% | −4,676−16.9% | Reduced |
| Investment House LLC | 23,028 | $5.79M | 0.46% | +209+0.9% | Added |
| Wisconsin Capital Management LLC | 22,636 | $5.69M | 3.76% | +967+4.5% | Added |
| Liberty Capital Management, Inc. | 22,579 | $5.67M | 1.68% | +227+1.0% | Added |
| WealthPlan Investment Management, LLC | 22,524 | $5.66M | 1.00% | +13,209+141.8% | Added |
| Varma Mutual Pension Insurance Co | 22,500 | $5.65M | 0.07% | +7,500+50.0% | Added |
| Allianz Asset Management GmbH | 22,261 | $5.59M | 0.01% | +6,471+41.0% | Added |
| Oak Ridge Investments LLC | 22,090 | $5.55M | 0.71% | +682+3.2% | Added |
| Bartlett & Co. LLC | 22,050 | $5.54M | 0.10% | +30.0% | Added |
| Bartlett & Co. Wealth Management LLC | 22,050 | $5.54M | 0.10% | +30.0% | Added |
| Townsend Asset Management Corp | 21,967 | $5.52M | 2.78% | +194+0.9% | Added |
| Captrust Financial Advisors | 21,813 | $5.48M | 0.02% | −971−4.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,750 | $5.47M | 0.03% | −1,106−4.8% | Reduced |
| Yousif Capital Management, LLC | 21,588 | $5.43M | 0.07% | −1,262−5.5% | Reduced |
| Parkside Investments, LLC | 21,488 | $5.40M | 0.99% | −17−0.1% | Reduced |
| MML Investors Services, LLC | 21,487 | $5.40M | 0.03% | +910+4.4% | Added |
| Hedeker Wealth, LLC | 21,296 | $5.35M | 1.86% | +787+3.8% | Added |
| First National Bank of Omaha | 21,293 | $5.35M | 0.35% | −3,379−13.7% | Reduced |
| Oak Harvest Investment Services | 21,241 | $5.34M | 1.13% | −3,577−14.4% | Reduced |
| South State Corp. | 21,145 | $5.31M | 0.50% | +3,374+19.0% | Added |
| Snowden Capital Advisors LLC | 20,821 | $5.23M | 0.22% | −497−2.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 20,614 | $5.18M | 0.11% | −13,421−39.4% | Reduced |
| AQR Capital Management LLC | 20,537 | $5.16M | 0.01% | −553−2.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 20,232 | $5.08M | 0.67% | +427+2.2% | Added |
| Kovitz Investment Group Partners, LLC | 20,203 | $5.08M | 0.09% | −920−4.4% | Reduced |
| Storebrand Asset Management AS | 20,030 | $5.03M | 0.02% | +459+2.3% | Added |
| Graham Capital Management, L.P. | 19,870 | $4.99M | 0.15% | +18,466+1,315.2% | Added |
| Teza Capital Management LLC | 19,745 | $4.96M | 0.81% | +19,745 | New |
| Bailard, Inc. | 19,618 | $4.93M | 0.16% | +1,749+9.8% | Added |
| Moore Capital Management, LP | 19,574 | $4.92M | 0.13% | +19,574 | New |
| Bedell Frazier Investment Counseling, LLC | 19,423 | $4.88M | 1.46% | −3,709−16.0% | Reduced |
| Kestra Advisory Services, LLC | 19,334 | $4.86M | 0.05% | +19+0.1% | Added |
| Camden National Bank | 19,202 | $4.83M | 0.99% | +98+0.5% | Added |
| Nissay Asset Management Corp | 19,193 | $4.82M | 0.04% | +516+2.8% | Added |
| State of Alaska, Department of Revenue | 19,166 | $4.82M | 0.06% | −820−4.1% | Reduced |
| RNC Capital Management LLC | 19,020 | $4.78M | 0.30% | −883−4.4% | Reduced |
| Parallel Advisors, LLC | 18,920 | $4.76M | 0.16% | +356+1.9% | Added |
| Cetera Investment Advisers | 18,879 | $4.74M | 0.04% | −333−1.7% | Reduced |
| Quantitative Investment Management, LLC | 18,660 | $4.69M | 0.72% | +2,762+17.4% | Added |
| Aviva PLC | 18,492 | $4.65M | 0.02% | +11,948+182.6% | Added |
| Peddock Capital Advisors, LLC | 18,480 | $4.64M | 1.55% | +68+0.4% | Added |
| Addison Capital Co | 18,353 | $4.61M | 3.59% | −284−1.5% | Reduced |
| Atria Investments LLC | 18,240 | $4.58M | 0.08% | −1,107−5.7% | Reduced |
| Joho Capital LLC | 18,215 | $4.58M | 1.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 18,127 | $4.56M | 0.26% | −1,935−9.6% | Reduced |
| Alpha Omega Wealth Management LLC | 18,027 | $4.53M | 0.78% | −692−3.7% | Reduced |
| Element Capital Management LLC | 18,012 | $4.53M | 0.40% | −3,542−16.4% | Reduced |
| Kavar Capital Partners Group, LLC | 17,994 | $4.52M | 0.98% | −80−0.4% | Reduced |
| River Wealth Advisors LLC | 17,954 | $4.51M | 0.81% | +322+1.8% | Added |
| Resources Management Corp | 17,898 | $4.50M | 0.73% | −327−1.8% | Reduced |
| Sandy Spring Bank | 17,792 | $4.47M | 0.25% | −90−0.5% | Reduced |
| Cetera Advisor Networks LLC | 17,726 | $4.45M | 0.03% | +152+0.9% | Added |
| D. E. Shaw & Co., Inc. | 17,330 | $4.36M | 0.01% | +207+1.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,329 | $4.36M | 0.02% | +17,329 | New |
| Blue Zone Wealth Advisors, LLC | 17,291 | $4.35M | 1.91% | +17,291 | New |
| Public Sector Pension Investment Board | 17,278 | $4.34M | 0.03% | +1,803+11.7% | Added |
| Kestra Private Wealth Services, LLC | 17,218 | $4.33M | 0.14% | +2,526+17.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,188 | $4.32M | 0.10% | +12,549+270.5% | Added |
| Rosenblum Silverman Sutton S F Inc | 17,099 | $4.30M | 1.46% | +443+2.7% | Added |
| Private Advisor Group, LLC | 16,969 | $4.26M | 0.04% | +166+1.0% | Added |
| Oak Asset Management, LLC | 16,832 | $4.23M | 1.82% | −70−0.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 16,672 | $4.19M | 0.98% | −1,723−9.4% | Reduced |
| First Manhattan Co | 16,623 | $4.18M | 0.02% | −645−3.7% | Reduced |
| Coldstream Capital Management Inc | 16,596 | $4.17M | 0.14% | −130−0.8% | Reduced |
| Aviance Capital Partners, LLC | 16,526 | $4.15M | 0.93% | −715−4.1% | Reduced |
| Prudential PLC | 16,353 | $4.11M | 0.05% | +9,174+127.8% | Added |
| Beacon Pointe Advisors, LLC | 16,322 | $4.10M | 0.05% | +176+1.1% | Added |
| Toth Financial Advisory Corp | 16,237 | $4.08M | 0.62% | +44+0.3% | Added |
| Patton Albertson Miller Group, LLC | 16,147 | $4.06M | 0.80% | +52+0.3% | Added |
| PEAK6 Investments LLC | 16,036 | $4.03M | 0.20% | +15,591+3,503.6% | Added |
| Citizens Business Bank | 15,962 | $4.01M | 0.94% | −628−3.8% | Reduced |
| Sand Hill Global Advisors, LLC | 15,760 | $3.96M | 0.22% | +409+2.7% | Added |
| Valeo Financial Advisors, LLC | 15,736 | $3.95M | 0.18% | −16,147−50.6% | Reduced |
| Pinnacle Associates Ltd | 15,659 | $3.94M | 0.07% | −10,841−40.9% | Reduced |
| Burney Co | 15,658 | $3.94M | 0.18% | +390+2.6% | Added |
| Alta Capital Management LLC | 15,568 | $3.91M | 0.28% | −1,926−11.0% | Reduced |
| Pacer Advisors, Inc. | 15,487 | $3.89M | 0.01% | −262−1.7% | Reduced |
| Fulton Bank, N.A. | 15,299 | $3.85M | 0.19% | −1,489−8.9% | Reduced |
| Gsa Capital Partners LLP | 15,224 | $3.83M | 0.33% | +15,224 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,030 | $3.78M | 0.06% | +1,040+7.4% | Added |
| British Columbia Investment Management Corp | 14,973 | $3.76M | 0.04% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 14,857 | $3.73M | 0.30% | +1,679+12.7% | Added |
| Hohimer Wealth Management, LLC | 14,758 | $3.71M | 1.06% | −238−1.6% | Reduced |
| Picton Mahoney Asset Management | 14,535 | $3.65M | 0.17% | −1,690−10.4% | Reduced |
| Cypress Asset Management Inc | 14,478 | $3.64M | 1.22% | +860+6.3% | Added |
| Steward Partners Investment Advisory, LLC | 14,337 | $3.60M | 0.06% | +194+1.4% | Added |
| Jump Financial, LLC | 14,286 | $3.59M | 0.13% | +4,217+41.9% | Added |