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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 7,971 | $2.00M | 0.09% | −7,633−48.9% | Reduced |
| ISAM Funds (UK) Ltd | 7,946 | $2.00M | 1.26% | +2,740+52.6% | Added |
| Aristotle Atlantic Partners, LLC | 7,860 | $1.98M | 0.08% | −257−3.2% | Reduced |
| Archon Partners LLC | 7,825 | $1.97M | 0.31% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 7,805 | $1.96M | 0.00% | −73−0.9% | Reduced |
| Ostrum Asset Management | 7,769 | $1.95M | 0.18% | −53−0.7% | Reduced |
| Triangle Securities Wealth Management | 7,757 | $1.95M | 0.69% | −15−0.2% | Reduced |
| Shorepoint Capital Partners LLC | 7,755 | $1.95M | 0.57% | +843+12.2% | Added |
| Condor Capital Management | 7,710 | $1.94M | 0.24% | +74+1.0% | Added |
| Boothbay Fund Management, LLC | 7,701 | $1.94M | 0.07% | +6,204+414.4% | Added |
| Capital International Sarl | 7,698 | $1.93M | 0.09% | −4,100−34.8% | Reduced |
| Oppenheimer Asset Management Inc. | 7,690 | $1.93M | 0.03% | −649−7.8% | Reduced |
| Silvercrest Asset Management Group LLC | 7,628 | $1.92M | 0.01% | −130−1.7% | Reduced |
| Fred Alger Management, LLC | 7,616 | $1.91M | 0.01% | +7,616 | New |
| Swiss Life Asset Management Ltd | 7,605 | $1.91M | 0.03% | +7,605 | New |
| Nordea Investment Management AB | 7,533 | $1.90M | 0.00% | −89−1.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,556 | $1.90M | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 7,514 | $1.89M | 0.05% | +62+0.8% | Added |
| Webster Bank, N. A. | 7,504 | $1.89M | 0.26% | −25−0.3% | Reduced |
| Gs Investments, Inc. | 7,485 | $1.88M | 1.07% | 00.0% | Unchanged |
| Argent Trust Co | 7,459 | $1.87M | 0.10% | −617−7.6% | Reduced |
| Coastal Investment Advisors, Inc. | 7,612 | $1.87M | 0.43% | −330−4.2% | Reduced |
| Redwood Investments, LLC | 7,428 | $1.87M | 0.25% | +39+0.5% | Added |
| Montag A & Associates Inc | 7,396 | $1.86M | 0.12% | −1,326−15.2% | Reduced |
| Citizens National Bank Trust Department | 7,370 | $1.85M | 0.51% | −20−0.3% | Reduced |
| West Oak Capital, LLC | 7,330 | $1.84M | 0.91% | −38−0.5% | Reduced |
| Cornerstone Advisors, LLC | 7,300 | $1.83M | 0.09% | +7,300 | New |
| Advisor Partners II, LLC | 7,298 | $1.83M | 0.07% | +1,154+18.8% | Added |
| Dynamic Advisor Solutions LLC | 7,202 | $1.81M | 0.09% | −130−1.8% | Reduced |
| Marco Investment Management LLC | 7,201 | $1.81M | 0.21% | +550+8.3% | Added |
| Quantinno Capital Management LP | 7,192 | $1.81M | 0.08% | +5,450+312.9% | Added |
| Essex Investment Management Co LLC | 7,110 | $1.79M | 0.29% | −34−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 7,086 | $1.78M | 0.06% | −45−0.6% | Reduced |
| HM Payson & Co | 7,051 | $1.77M | 0.04% | −7−0.1% | Reduced |
| Zevenbergen Capital Investments LLC | 6,970 | $1.75M | 0.04% | −230−3.2% | Reduced |
| MAI Capital Management | 6,949 | $1.75M | 0.03% | −60−0.9% | Reduced |
| Pflug Koory, LLC | 6,906 | $1.74M | 1.00% | −65−0.9% | Reduced |
| Girard Partners Ltd. | 6,797 | $1.71M | 0.19% | −1,374−16.8% | Reduced |
| Cross Staff Investments Inc | 6,797 | $1.71M | 1.67% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 6,743 | $1.69M | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 6,676 | $1.68M | 0.02% | +208+3.2% | Added |
| Metropolitan Life Insurance Co | 6,675 | $1.68M | 0.09% | −352−5.0% | Reduced |
| Umb Bank N A | 6,576 | $1.65M | 0.03% | −10−0.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,411 | $1.61M | 0.36% | +6,411 | New |
| Clearstead Advisors, LLC | 6,377 | $1.60M | 0.10% | +10.0% | Added |
| Synovus Financial Corp | 6,356 | $1.60M | 0.02% | −1,193−15.8% | Reduced |
| Sigma Planning Corp | 6,256 | $1.57M | 0.06% | +127+2.1% | Added |
| Norinchukin Bank, The | 6,141 | $1.54M | 0.04% | −6,386−51.0% | Reduced |
| HCR Wealth Advisors | 6,139 | $1.54M | 0.34% | −2,344−27.6% | Reduced |
| TD Private Client Wealth LLC | 6,129 | $1.54M | 0.07% | −1,407−18.7% | Reduced |
| Tredje AP-fonden | 6,106 | $1.53M | 0.02% | +382+6.7% | Added |
| MidWestOne Financial Group, Inc. | 6,052 | $1.52M | 0.34% | −175−2.8% | Reduced |
| Gilbert & Cook, Inc. | 6,023 | $1.51M | 0.24% | +2,527+72.3% | Added |
| Cim Investment Mangement Inc | 6,022 | $1.51M | 0.55% | −112−1.8% | Reduced |
| Miller Investment Management, LP | 6,000 | $1.51M | 0.24% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,922 | $1.49M | 0.07% | +1,035+21.2% | Added |
| Benedict Financial Advisors Inc | 5,905 | $1.48M | 0.43% | −3−0.1% | Reduced |
| Belpointe Asset Management LLC | 5,895 | $1.48M | 0.15% | +110+1.9% | Added |
| First National Advisers, LLC | 5,867 | $1.47M | 0.66% | +2,436+71.0% | Added |
| APG Asset Management N.V. | 5,864 | $1.47M | 0.00% | −100−1.7% | Reduced |
| Ameritas Advisory Services, LLC | 5,957 | $1.47M | 0.07% | +4,527+316.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 5,745 | $1.44M | 0.04% | −63,174−91.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,734 | $1.44M | 0.11% | −54−0.9% | Reduced |
| Bryn Mawr Trust Co | 5,726 | $1.44M | 0.06% | +26+0.5% | Added |
| Jacobi Capital Management LLC | 5,712 | $1.44M | 0.16% | +8+0.1% | Added |
| Aberdeen Wealth Management LLC | 5,655 | $1.42M | 1.07% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 5,715 | $1.42M | 0.52% | −265−4.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,634 | $1.42M | 0.62% | −186−3.2% | Reduced |
| DoubleLine ETF Adviser LP | 5,552 | $1.40M | 0.50% | +5,552 | New |
| Comerica Securities,inc. | 5,547 | $1.39M | 0.12% | +23+0.4% | Added |
| Trust Investment Advisors | 5,543 | $1.39M | 1.20% | −142−2.5% | Reduced |
| Lipe & Dalton | 5,482 | $1.38M | 0.83% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 5,443 | $1.37M | 0.07% | −52−0.9% | Reduced |
| Brown Advisory Inc | 5,437 | $1.37M | 0.00% | +294+5.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,410 | $1.36M | 0.02% | +126+2.4% | Added |
| Barden Capital Management, Inc. | 5,386 | $1.35M | 1.32% | +763+16.5% | Added |
| Evergreen Wealth Solutions, LLC | 5,366 | $1.35M | 1.36% | −387−6.7% | Reduced |
| McDonald Partners LLC | 5,343 | $1.34M | 0.44% | −431−7.5% | Reduced |
| Cutler Group LP | 5,321 | $1.34M | 0.21% | +1,389+35.3% | Added |
| Shelter Ins Retirement Plan | 5,300 | $1.33M | 1.29% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 5,252 | $1.32M | 0.05% | −2,335−30.8% | Reduced |
| Kennedy Investment Group | 5,237 | $1.32M | 0.79% | −85−1.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,169 | $1.30M | 0.10% | −110−2.1% | Reduced |
| Fiduciary Trust Co | 5,135 | $1.29M | 0.02% | −25−0.5% | Reduced |
| Qsemble Capital Management, LP | 5,100 | $1.28M | 0.24% | +5,100 | New |
| Western Wealth Management, LLC | 5,093 | $1.28M | 0.11% | +184+3.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,091 | $1.28M | 0.03% | +5+0.1% | Added |
| Advisors Asset Management, Inc. | 5,041 | $1.27M | 0.03% | +546+12.1% | Added |
| Cumberland Partners Ltd | 5,035 | $1.27M | 0.12% | −500−9.0% | Reduced |
| Resources Investment Advisors, LLC. | 5,000 | $1.26M | 0.03% | +2,868+134.5% | Added |
| Garner Asset Management Corp | 4,968 | $1.25M | 0.75% | −28−0.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,969 | $1.25M | 0.06% | +33+0.7% | Added |
| Neumann Capital Management, LLC | 4,957 | $1.25M | 0.54% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,949 | $1.24M | 0.05% | +124+2.6% | Added |
| Vinva Investment Management Ltd | 4,912 | $1.24M | 0.12% | +22+0.4% | Added |
| Axq Capital, LP | 4,900 | $1.23M | 0.43% | +4,900 | New |
| Caldwell Trust Co | 4,896 | $1.23M | 0.17% | −142−2.8% | Reduced |
| Crossmark Global Holdings, Inc. | 5,135 | $1.22M | 0.03% | −10−0.2% | Reduced |
| Fairbanks Capital Management, Inc. | 4,856 | $1.22M | 1.03% | −239−4.7% | Reduced |
| Shapiro Capital Management LLC | 4,830 | $1.21M | 0.04% | 00.0% | Unchanged |