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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 2,933 | $737.2K | 0.12% | −900−23.5% | Reduced |
| Exchange Capital Management, Inc. | 2,925 | $735.2K | 0.14% | −207−6.6% | Reduced |
| Edgestream Partners, L.P. | 2,909 | $731.1K | 0.06% | +1,174+67.7% | Added |
| Aries Wealth Management | 3,091 | $725.7K | 0.28% | +226+7.9% | Added |
| Sequoia Financial Advisors, LLC | 2,878 | $723.4K | 0.01% | +20+0.7% | Added |
| LVW Advisors, LLC | 2,866 | $720.3K | 0.15% | −580−16.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,835 | $712.5K | 0.25% | −57−2.0% | Reduced |
| Inceptionr LLC | 2,826 | $710.3K | 0.40% | +2,826 | New |
| Old Port Advisors | 2,825 | $710.0K | 0.26% | +2,825 | New |
| Benjamin F. Edwards & Company, Inc. | 2,780 | $699.0K | 0.03% | −109−3.8% | Reduced |
| Copperwynd Financial, LLC | 2,736 | $687.7K | 0.32% | −119−4.2% | Reduced |
| Seven Eight Capital, LP | 2,713 | $681.9K | 0.08% | +2,713 | New |
| Tectonic Advisors LLC | 2,688 | $675.6K | 0.06% | −290−9.7% | Reduced |
| Savant Capital, LLC | 2,670 | $671.2K | 0.01% | +152+6.0% | Added |
| HWG Holdings LP | 2,665 | $669.8K | 0.37% | +2,643+12,013.6% | Added |
| Meeder Advisory Services, Inc. | 2,661 | $668.8K | 0.08% | −272−9.3% | Reduced |
| Meridian Financial Partners LLC | 2,854 | $666.0K | 0.68% | −1,237−30.2% | Reduced |
| KCM Investment Advisors LLC | 2,639 | $663.3K | 0.03% | −16−0.6% | Reduced |
| Colony Group LLC | 2,637 | $663.0K | 0.01% | −194−6.9% | Reduced |
| Blackhawk Capital Partners LLC. | 2,635 | $662.3K | 0.48% | +2,635 | New |
| Bleakley Financial Group, LLC | 2,634 | $662.1K | 0.02% | −785−23.0% | Reduced |
| Sawtooth Solutions, LLC | 2,634 | $662.1K | 0.02% | −772−22.7% | Reduced |
| Brown Brothers Harriman & Co | 2,633 | $661.8K | 0.01% | +996+60.8% | Added |
| Empirical Finance, LLC | 2,625 | $659.7K | 0.05% | −32−1.2% | Reduced |
| Gateway Investment Advisers LLC | 2,615 | $657.2K | 0.01% | −7−0.3% | Reduced |
| Bragg Financial Advisors, Inc | 2,609 | $655.7K | 0.03% | −180−6.5% | Reduced |
| Tudor Investment Corp Et Al | 2,590 | $650.9K | 0.01% | +1,569+153.7% | Added |
| CAPROCK Group, Inc. | 2,578 | $648.1K | 0.05% | +68+2.7% | Added |
| Morningstar Investment Management LLC | 2,574 | $647.0K | 0.09% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,567 | $645.2K | 0.11% | −3,635−58.6% | Reduced |
| Lincoln National Corp | 2,565 | $644.7K | 0.01% | +50+2.0% | Added |
| Douglass Winthrop Advisors, LLC | 2,552 | $641.4K | 0.02% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 2,550 | $641.0K | 0.26% | 00.0% | Unchanged |
| Greenleaf Trust | 2,534 | $636.9K | 0.01% | +39+1.6% | Added |
| Johnson Investment Counsel Inc | 2,532 | $636.4K | 0.01% | +1,001+65.4% | Added |
| Capital Management Associates | 2,500 | $628.0K | 0.92% | +800+47.1% | Added |
| Park Avenue Securities LLC | 2,488 | $625.0K | 0.01% | +2,488 | New |
| Patten Group, Inc. | 2,484 | $624.3K | 0.19% | +199+8.7% | Added |
| Penobscot Investment Management Company, Inc. | 2,479 | $623.0K | 0.08% | +2,479 | New |
| Schear Investment Advisers, LLC | 2,478 | $622.8K | 0.67% | −255−9.3% | Reduced |
| Cooper Financial Group | 2,475 | $622.1K | 0.15% | +79+3.3% | Added |
| Burns Matteson Capital Management, LLC | 2,457 | $617.5K | 0.39% | +74+3.1% | Added |
| Credential Qtrade Securities Inc. | 2,456 | $617.3K | 0.04% | +9+0.4% | Added |
| Cornerstone Advisory, LLC | 2,447 | $615.0K | 0.11% | +11+0.5% | Added |
| Ballentine Partners, LLC | 2,438 | $612.7K | 0.01% | +162+7.1% | Added |
| Chemung Canal Trust Co | 2,414 | $606.7K | 0.14% | +43+1.8% | Added |
| Personal Cfo Solutions, LLC | 2,408 | $605.4K | 0.12% | +130+5.7% | Added |
| Arnhold LLC | 2,400 | $603.2K | 0.07% | 00.0% | Unchanged |
| Athena Investment Management | 2,362 | $593.6K | 0.42% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,350 | $590.6K | 0.41% | +2,350 | New |
| Planning Directions Inc | 2,342 | $589.0K | 0.45% | −289−11.0% | Reduced |
| Harbor Capital Advisors, Inc. | 2,341 | $588.4K | 0.13% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 2,336 | $587.1K | 0.19% | −495−17.5% | Reduced |
| FDx Advisors, Inc. | 2,326 | $585.0K | 0.05% | +506+27.8% | Added |
| Anchor Investment Management, LLC | 2,322 | $583.6K | 0.08% | −125−5.1% | Reduced |
| Prudent Man Advisors, LLC | 2,312 | $581.1K | 0.23% | −57−2.4% | Reduced |
| Park National Corp | 2,310 | $580.6K | 0.03% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 2,310 | $580.6K | 0.04% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,310 | $580.6K | 0.67% | +11+0.5% | Added |
| Fund Management at Engine No. 1 LLC | 2,307 | $579.8K | 0.09% | +209+10.0% | Added |
| Highview Capital Management LLC | 2,292 | $576.0K | 0.33% | +2,292 | New |
| CNB Bank | 2,290 | $575.5K | 0.34% | +199+9.5% | Added |
| Ritholtz Wealth Management | 2,274 | $571.5K | 0.03% | +2,274 | New |
| Horizon Investments, LLC | 2,281 | $571.1K | 0.02% | +133+6.2% | Added |
| Procyon Private Wealth Partners, LLC | 2,270 | $570.5K | 0.06% | +384+20.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,268 | $570.0K | 0.19% | +5+0.2% | Added |
| International Assets Investment Management, LLC | 2,266 | $567.9K | 0.08% | +13+0.6% | Added |
| Banque Cantonale Vaudoise | 2,255 | $567.0K | 0.03% | −491−17.9% | Reduced |
| Altshuler Shaham Ltd | 2,252 | $566.0K | 0.02% | +372+19.8% | Added |
| Capstone Investment Advisors, LLC | 2,233 | $561.2K | 0.01% | +627+39.0% | Added |
| Allworth Financial LP | 2,223 | $558.6K | 0.00% | +55+2.5% | Added |
| Texas Yale Capital Corp. | 2,214 | $556.4K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,333 | $555.3K | 0.01% | +328+16.4% | Added |
| Hartford Funds Management Co LLC | 2,206 | $554.3K | 0.06% | +143+6.9% | Added |
| Glenmede Trust Co NA | 2,205 | $554.2K | 0.00% | −437−16.5% | Reduced |
| Community Capital Management, Inc. | 2,200 | $552.9K | 0.88% | −1,100−33.3% | Reduced |
| WealthTrust Axiom LLC | 2,200 | $552.9K | 0.20% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 2,188 | $549.9K | 0.32% | +86+4.1% | Added |
| Wetherby Asset Management Inc | 2,184 | $548.9K | 0.03% | +85+4.0% | Added |
| Washington Capital Management Inc | 2,150 | $540.4K | 0.50% | 00.0% | Unchanged |
| Nvest Financial, LLC | 2,147 | $539.6K | 0.50% | −44−2.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,145 | $539.1K | 0.24% | +125+6.2% | Added |
| Allred Capital Management, LLC | 2,140 | $537.8K | 0.27% | +3+0.1% | Added |
| Wealth Alliance | 2,137 | $537.2K | 0.08% | −613−22.3% | Reduced |
| Confluence Wealth Services, Inc. | 2,136 | $536.8K | 0.11% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,133 | $536.1K | 0.07% | −7−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 2,131 | $535.6K | 0.02% | −65−3.0% | Reduced |
| Stratos Wealth Advisors, LLC | 2,128 | $535.1K | 0.04% | −84−3.8% | Reduced |
| Prospera Financial Services Inc | 2,117 | $532.5K | 0.02% | −1,624−43.4% | Reduced |
| RDA Financial Network | 2,114 | $531.3K | 0.23% | +50+2.4% | Added |
| Cooper/Haims Advisors, LLC | 2,102 | $528.4K | 0.41% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 2,100 | $527.8K | 0.02% | −300−12.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,100 | $527.8K | 0.05% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2,097 | $527.0K | 0.03% | −10.0% | Reduced |
| Silverlake Wealth Management LLC | 2,096 | $526.8K | 0.30% | +108+5.4% | Added |
| Arrow Financial Corp | 2,086 | $524.3K | 0.06% | −545−20.7% | Reduced |
| Tributary Capital Management, LLC | 2,075 | $521.5K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,067 | $519.6K | 0.09% | −27−1.3% | Reduced |
| Navalign, LLC | 2,060 | $517.7K | 0.20% | −22−1.1% | Reduced |
| Summit Trail Advisors, LLC | 2,036 | $511.8K | 0.02% | +94+4.8% | Added |