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 |
|---|---|---|---|---|---|
| Platform Technology Partners | 4,775 | $1.20M | 0.56% | +218+4.8% | Added |
| WT Wealth Management | 4,744 | $1.19M | 0.51% | −38−0.8% | Reduced |
| GWM Advisors LLC | 4,712 | $1.18M | 0.01% | +304+6.9% | Added |
| First Command Advisory Services, Inc. | 4,700 | $1.18M | 0.02% | +4,700 | New |
| Intellectus Partners, LLC | 4,656 | $1.17M | 0.37% | −2,947−38.8% | Reduced |
| Ancora Advisors, LLC | 4,629 | $1.16M | 0.03% | −200−4.1% | Reduced |
| Shelton Capital Management | 4,627 | $1.16M | 0.04% | +3,600+350.5% | Added |
| First Hawaiian Bank | 4,620 | $1.16M | 0.04% | −478−9.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,565 | $1.15M | 0.32% | −362−7.3% | Reduced |
| Pictet & Cie (Europe) SA | 4,548 | $1.14M | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,546 | $1.14M | 0.95% | +60+1.3% | Added |
| Crescent Sterling, Ltd. | 4,540 | $1.14M | 1.21% | −133−2.8% | Reduced |
| Acadian Asset Management LLC | 4,548 | $1.14M | 0.00% | +3,911+614.0% | Added |
| Scotia Capital Inc. | 4,507 | $1.13M | 0.01% | +2,195+94.9% | Added |
| Siemens Fonds Invest GmbH | 4,502 | $1.13M | 0.11% | +1,138+33.8% | Added |
| Monograph Wealth Advisors, LLC | 4,500 | $1.13M | 0.22% | +4,500 | New |
| Magnetar Financial LLC | 4,472 | $1.12M | 0.03% | +4,472 | New |
| CWM, LLC | 4,453 | $1.12M | 0.01% | +306+7.4% | Added |
| O'Shaughnessy Asset Management, LLC | 4,432 | $1.11M | 0.02% | +1,140+34.6% | Added |
| Alaethes Wealth LLC | 4,416 | $1.11M | 0.61% | +4,416 | New |
| Magnolia Capital Management Ltd | 4,392 | $1.10M | 1.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,391 | $1.10M | 0.02% | +439+11.1% | Added |
| Venture Visionary Partners LLC | 4,365 | $1.10M | 0.07% | −10.0% | Reduced |
| Hancock Whitney Corp | 4,348 | $1.09M | 0.05% | −1,631−27.3% | Reduced |
| Cetera Advisors LLC | 4,327 | $1.09M | 0.02% | +1,010+30.4% | Added |
| Waterfront Wealth Inc. | 4,642 | $1.08M | 0.35% | +172+3.8% | Added |
| Burns J W & Co Inc | 4,295 | $1.08M | 0.17% | −380−8.1% | Reduced |
| AE Wealth Management LLC | 4,288 | $1.08M | 0.01% | +1,040+32.0% | Added |
| Engineers Gate Manager LP | 4,245 | $1.07M | 0.04% | +4,245 | New |
| Bahl & Gaynor Inc | 4,243 | $1.07M | 0.01% | −25−0.6% | Reduced |
| Two Sigma Securities, LLC | 4,220 | $1.06M | 0.05% | +3,001+246.2% | Added |
| Cambria Investment Management, L.P. | 4,200 | $1.06M | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 4,199 | $1.06M | 0.04% | −265−5.9% | Reduced |
| Delta Financial Advisors LLC | 4,183 | $1.05M | 0.47% | +3+0.1% | Added |
| Meiji Yasuda Life Insurance Co | 4,162 | $1.05M | 0.03% | +1,420+51.8% | Added |
| Perigon Wealth Management, LLC | 4,119 | $1.04M | 0.04% | +60+1.5% | Added |
| Voloridge Investment Management, LLC | 4,087 | $1.03M | 0.01% | +4,087 | New |
| Y-Intercept (Hong Kong) Ltd | 4,050 | $1.02M | 0.10% | +4,050 | New |
| Brinker Capital Investments, LLC | 4,050 | $1.02M | 0.01% | −38−0.9% | Reduced |
| Orion Portfolio Solutions, LLC | 4,050 | $1.02M | 0.01% | −38−0.9% | Reduced |
| Spouting Rock Asset Management, LLC | 4,015 | $1.01M | 0.32% | −277−6.5% | Reduced |
| Hoertkorn Richard Charles | 4,000 | $1.01M | 0.50% | 00.0% | Unchanged |
| Scott Investment Partners LLP | 4,000 | $1.00M | 2.31% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,988 | $1.00M | 0.19% | +3,988 | New |
| Stableford Capital II LLC | 4,313 | $997.9K | 0.46% | −21−0.5% | Reduced |
| Cinctive Capital Management LP | 3,961 | $995.5K | 0.05% | +3,961 | New |
| Marion Wealth Management | 3,915 | $984.0K | 0.35% | +23+0.6% | Added |
| Dana Investment Advisors, Inc. | 3,912 | $983.2K | 0.05% | +110+2.9% | Added |
| FIL Ltd | 3,909 | $982.4K | 0.00% | +360+10.1% | Added |
| Private Wealth Partners, LLC | 3,865 | $971.4K | 0.09% | +10+0.3% | Added |
| Neo Ivy Capital Management | 3,816 | $959.0K | 0.42% | +3,816 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,763 | $945.8K | 0.04% | +941+33.3% | Added |
| Eads & Heald Wealth Management | 3,722 | $935.0K | 0.49% | +106+2.9% | Added |
| Piscataqua Savings Bank | 3,698 | $929.4K | 0.81% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 3,695 | $928.7K | 0.76% | −30−0.8% | Reduced |
| Mirador Capital Partners LP | 3,677 | $924.1K | 0.21% | +148+4.2% | Added |
| HBW Advisory Services LLC | 3,661 | $920.0K | 0.19% | −15,174−80.6% | Reduced |
| Parsons Capital Management Inc | 3,612 | $907.8K | 0.07% | −25−0.7% | Reduced |
| Man Group plc | – | $907.8K | 0.00% | – | – |
| Anchor Capital Advisors LLC | 3,604 | $905.8K | 0.03% | +140+4.0% | Added |
| Thoroughbred Financial Services, LLC | 3,604 | $905.0K | 0.09% | +1,147+46.7% | Added |
| Essex Financial Services, Inc. | 3,596 | $903.7K | 0.10% | +101+2.9% | Added |
| SFMG, LLC | 3,594 | $903.2K | 0.09% | −29−0.8% | Reduced |
| Virtu Financial LLC | 3,592 | $903.0K | 0.09% | +3,592 | New |
| Tokio Marine Asset Management Co Ltd | 3,576 | $898.8K | 0.06% | +375+11.7% | Added |
| Boston Private Wealth LLC | 3,568 | $896.7K | 0.02% | −10.0% | Reduced |
| NBC Securities, Inc. | 3,561 | $895.0K | 0.10% | +3,561 | New |
| Achmea Investment Management B.V. | 3,542 | $890.0K | 0.02% | −476−11.8% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,476 | $873.6K | 0.50% | −350−9.1% | Reduced |
| Raymond James Trust N.A. | 3,467 | $871.4K | 0.03% | −1,009−22.5% | Reduced |
| Pitcairn Co | 3,454 | $868.1K | 0.07% | −98−2.8% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $867.1K | 0.68% | −125−3.5% | Reduced |
| Tranquility Partners, LLC | 3,437 | $863.8K | 0.37% | −990−22.4% | Reduced |
| Prentice Wealth Management LLC | 3,425 | $860.8K | 0.39% | −125−3.5% | Reduced |
| ELCO Management Co., LLC | 3,422 | $860.1K | 0.62% | −39−1.1% | Reduced |
| First Horizon Advisors, Inc. | 3,385 | $850.8K | 0.03% | +264+8.5% | Added |
| Atlas Brown,Inc. | 3,328 | $836.4K | 0.38% | +22+0.7% | Added |
| Bessemer Group Inc | 3,314 | $833.0K | 0.00% | +521+18.7% | Added |
| TLWM | 3,254 | $817.8K | 0.22% | +79+2.5% | Added |
| Laraway Financial Inc | 3,240 | $814.3K | 0.85% | 00.0% | Unchanged |
| Intrust Bank NA | 3,213 | $807.5K | 0.10% | +235+7.9% | Added |
| Hunter Associates Investment Management LLC | 3,168 | $806.0K | 0.16% | +3,168 | New |
| Meridian Investment Counsel Inc. | 3,200 | $804.3K | 0.30% | −310−8.8% | Reduced |
| Hantz Financial Services, Inc. | 3,192 | $802.0K | 0.02% | +3,083+2,828.4% | Added |
| Transcend Wealth Collective, LLC | 3,173 | $797.4K | 0.08% | −688−17.8% | Reduced |
| Dover Advisors, LLC | 3,169 | $796.5K | 0.81% | 00.0% | Unchanged |
| Haverford Trust Co | 3,161 | $794.5K | 0.01% | −66−2.0% | Reduced |
| Independent Advisor Alliance | 3,140 | $789.3K | 0.04% | −150−4.6% | Reduced |
| Forum Financial Management, LP | 3,092 | $777.1K | 0.02% | +2+0.1% | Added |
| Forte Capital LLC | 3,089 | $776.3K | 0.12% | −525−14.5% | Reduced |
| Wealthfront Advisers LLC | 3,050 | $766.6K | 0.00% | +526+20.8% | Added |
| Moneta Group Investment Advisors LLC | 3,017 | $758.3K | 0.02% | +8+0.3% | Added |
| QRG Capital Management, Inc. | 3,014 | $757.5K | 0.01% | +3,014 | New |
| HMS Capital Management, LLC | 3,014 | $757.5K | 0.50% | −107−3.4% | Reduced |
| IHT Wealth Management, LLC | 3,002 | $754.6K | 0.04% | +333+12.5% | Added |
| Gamco Investors, Inc. Et Al | 3,000 | $754.0K | 0.01% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 2,996 | $753.0K | 0.03% | +424+16.5% | Added |
| Mirabella Financial Services LLP | 2,981 | $749.2K | 0.11% | +1,487+99.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,995 | $744.7K | 0.59% | −88−2.9% | Reduced |
| Centiva Capital, LP | 2,958 | $743.4K | 0.04% | +1,558+111.3% | Added |