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 |
|---|---|---|---|---|---|
| Ironwood Investment Counsel, LLC | 2,024 | $508.8K | 0.12% | +2,024 | New |
| Arcataur Capital Management LLC | 2,024 | $508.7K | 0.21% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,023 | $508.4K | 0.17% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,020 | $507.7K | 0.04% | −5,144−71.8% | Reduced |
| Retirement Guys Formula LLC | 2,015 | $506.3K | 0.35% | +5+0.2% | Added |
| WBH Advisory Inc | 2,012 | $505.8K | 0.06% | −350−14.8% | Reduced |
| Community Bank, N.A. | 2,000 | $502.7K | 0.07% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,993 | $500.9K | 0.21% | +566+39.7% | Added |
| Koshinski Asset Management, Inc. | 1,967 | $494.4K | 0.06% | −23−1.2% | Reduced |
| Legacy Bridge, LLC | 1,966 | $494.1K | 0.35% | +100+5.4% | Added |
| Harbor Investment Advisory, LLC | 1,955 | $491.3K | 0.06% | −88−4.3% | Reduced |
| Global Retirement Partners, LLC | 1,967 | $490.4K | 0.02% | +154+8.5% | Added |
| Wedbush Securities Inc | 1,940 | $487.0K | 0.02% | +57+3.0% | Added |
| Armbruster Capital Management, Inc. | 1,934 | $486.1K | 0.12% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,925 | $483.8K | 0.05% | +92+5.0% | Added |
| Audent Global Asset Management, LLC | 1,922 | $483.1K | 0.55% | −869−31.1% | Reduced |
| Ci Investments Inc. | 1,906 | $479.0K | 0.00% | +53+2.9% | Added |
| Keebeck Wealth Management, LLC | 1,900 | $477.5K | 0.08% | −92−4.6% | Reduced |
| Profund Advisors LLC | 1,891 | $475.3K | 0.03% | −256−11.9% | Reduced |
| Jefferies Financial Group Inc. | 1,887 | $474.3K | 0.01% | +1,887 | New |
| Credit Agricole S A | 1,876 | $471.5K | 0.01% | +1,417+308.7% | Added |
| Charter Research & Investment Group, Inc. | 1,871 | $470.2K | 0.42% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,869 | $469.7K | 0.02% | −383−17.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,862 | $468.0K | 0.02% | −99−5.0% | Reduced |
| Kovack Advisors, Inc. | 1,859 | $467.2K | 0.07% | −36−1.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,851 | $465.2K | 0.26% | −550−22.9% | Reduced |
| Wealth Advisors, Inc. | 1,850 | $465.0K | 0.21% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,846 | $464.1K | 0.03% | −1−0.1% | Reduced |
| Iron Financial, LLC | 1,842 | $463.0K | 0.27% | +1,842 | New |
| Equitable Holdings, Inc. | 1,839 | $462.2K | 0.01% | +500+37.3% | Added |
| Curbstone Financial Management Corp | 1,834 | $460.9K | 0.11% | 00.0% | Unchanged |
| Veriti Management LLC | 1,825 | $458.6K | 0.05% | +97+5.6% | Added |
| Lake Street Financial LLC | 1,820 | $457.9K | 0.08% | +13+0.7% | Added |
| Berkeley Capital Partners, LLC | 1,820 | $457.3K | 0.17% | +71+4.1% | Added |
| Financial Advocates Investment Management | 1,812 | $455.6K | 0.03% | +2+0.1% | Added |
| United Bank | 1,800 | $452.4K | 0.06% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 1,795 | $451.1K | 0.23% | −23−1.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,791 | $450.2K | 0.15% | −412−18.7% | Reduced |
| MONECO Advisors, LLC | 1,786 | $448.9K | 0.12% | +31+1.8% | Added |
| Ballast, Inc. | 1,782 | $447.9K | 0.18% | −3,126−63.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,777 | $446.7K | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,772 | $445.4K | 0.03% | +121+7.3% | Added |
| Lavaca Capital LLC | 1,770 | $444.9K | 0.16% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,765 | $443.6K | 0.18% | +1,765 | New |
| Brevan Howard Capital Management LP | 1,764 | $443.3K | 0.13% | +1,764 | New |
| Morningstar Investment Services LLC | 1,755 | $441.0K | 0.01% | +34+2.0% | Added |
| Checchi Capital Advisers, LLC | 1,752 | $440.3K | 0.04% | −42−2.3% | Reduced |
| J.W. Cole Advisors, Inc. | 1,750 | $439.8K | 0.03% | +245+16.3% | Added |
| Meridian Wealth Management, LLC | 1,748 | $439.3K | 0.03% | −45−2.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,740 | $437.3K | 0.05% | −37−2.1% | Reduced |
| Cigna Investments Inc | 1,724 | $433.0K | 0.10% | −133−7.2% | Reduced |
| Tufton Capital Management | 1,720 | $432.3K | 0.10% | +37+2.2% | Added |
| BSW Wealth Partners | 1,700 | $427.2K | 0.10% | +106+6.6% | Added |
| Davis Investment Partners, LLC | 1,758 | $424.3K | 0.23% | −83−4.5% | Reduced |
| Tiemann Investment Advisors, LLC | 1,685 | $423.5K | 0.23% | −29−1.7% | Reduced |
| AlphaCore Capital LLC | 1,680 | $422.2K | 0.07% | +300+21.7% | Added |
| IFG Advisory, LLC | 1,678 | $421.7K | 0.04% | +1,678 | New |
| Mutual Advisors, LLC | 1,677 | $421.6K | 0.02% | +8+0.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 1,677 | $421.5K | 0.03% | +13+0.8% | Added |
| Atlas Capital Advisors LLC | 1,668 | $419.2K | 0.07% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,659 | $417.0K | 0.01% | +338+25.6% | Added |
| Axxcess Wealth Management, LLC | 1,645 | $413.4K | 0.01% | +1,645 | New |
| DFPG Investments, LLC | 1,716 | $410.0K | 0.04% | −227−11.7% | Reduced |
| E&G Advisors, LP | 1,625 | $408.4K | 0.15% | −200−11.0% | Reduced |
| Wellington Shields Capital Management, LLC | 1,620 | $407.2K | 0.05% | −2,550−61.2% | Reduced |
| HB Wealth Management, LLC | 1,619 | $406.8K | 0.01% | +330+25.6% | Added |
| Spinnaker Trust | 1,616 | $406.1K | 0.03% | 00.0% | Unchanged |
| Alesco Advisors LLC | 1,611 | $404.8K | 0.02% | −5−0.3% | Reduced |
| Vident Advisory, LLC | 1,607 | $403.9K | 0.01% | +1,607 | New |
| Mayflower Financial Advisors, LLC | 1,606 | $403.6K | 0.06% | −273−14.5% | Reduced |
| Lee Financial Co | 1,600 | $402.1K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,587 | $398.8K | 0.03% | +1+0.1% | Added |
| Riverview Trust Co | 1,577 | $396.3K | 0.35% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,573 | $395.3K | 0.10% | +30+1.9% | Added |
| Strategic Blueprint, LLC | 1,571 | $394.8K | 0.04% | +84+5.6% | Added |
| Archford Capital Strategies, LLC | 1,569 | $394.3K | 0.08% | −14−0.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,566 | $393.6K | 0.07% | −1,081−40.8% | Reduced |
| Northern Oak Wealth Management Inc | 1,565 | $393.3K | 0.05% | +217+16.1% | Added |
| Berger Financial Group, Inc | 1,560 | $392.0K | 0.05% | −52−3.2% | Reduced |
| XML Financial, LLC | 1,549 | $389.3K | 0.05% | −1−0.1% | Reduced |
| Sandy Cove Advisors, LLC | 1,505 | $378.3K | 0.22% | −40−2.6% | Reduced |
| NEOS Investment Management LLC | 1,502 | $377.5K | 0.05% | +1,502 | New |
| RiverGlades Family Offices LLC | 1,500 | $377.0K | 0.33% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,500 | $377.0K | 0.16% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,490 | $374.5K | 0.13% | −50−3.2% | Reduced |
| Desjardins Global Asset Management Inc. | 1,487 | $373.6K | 0.04% | +30+2.1% | Added |
| Visionary Wealth Advisors | 1,480 | $371.9K | 0.03% | −8−0.5% | Reduced |
| Cladis Investment Advisory, LLC | 1,475 | $370.7K | 0.32% | +400+37.2% | Added |
| CoreCap Advisors, LLC | 1,474 | $370.6K | 0.03% | +112+8.2% | Added |
| Syon Capital LLC | 1,469 | $369.2K | 0.05% | +1,469 | New |
| Bank Hapoalim BM | 1,460 | $367.0K | 0.06% | −555−27.5% | Reduced |
| Daymark Wealth Partners, LLC | 1,443 | $362.7K | 0.02% | −150−9.4% | Reduced |
| Delta Financial Group, Inc. | 1,424 | $358.0K | 0.12% | −146−9.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,416 | $356.1K | 0.04% | +431+43.8% | Added |
| Avantax Planning Partners, Inc. | 1,410 | $354.4K | 0.01% | −320−18.5% | Reduced |
| Empower Advisory Group, LLC | 1,408 | $353.9K | 0.00% | +429+43.8% | Added |
| Monetary Management Group Inc | 1,405 | $353.1K | 0.12% | +480+51.9% | Added |
| King Luther Capital Management Corp | 1,400 | $351.9K | 0.00% | −13−0.9% | Reduced |
| Spirit of America Management Corp | 1,400 | $351.9K | 0.08% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,381 | $347.0K | 0.05% | +6+0.4% | Added |