Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2023 vs. Q3 2023

How the institutions holding Constellation Brands, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of STZ: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1,256171,300+61
Shares142.3M423.5K141.2M−630.0K (−0.4%)
Value$35.8B$106.4M$34.1B−$1.51B (−4.2%)

17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (148)

Institutions that held Constellation Brands, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 148 by value.

Institutions new to STZ in Q4 2023
InstitutionSharesValue% of portfolio
Sculptor Capital LP1,000,000$241.8M6.08%
Boston Partners646,708$156.4M0.21%
Palestra Capital Management LLC344,137$83.2M4.13%
Twinbeech Capital LP266,566$64.4M1.04%
Armistice Capital, LLC127,868$30.9M0.82%
Susquehanna Portfolio Strategies, LLC121,635$29.4M0.52%
Woodline Partners LP63,812$15.4M0.17%
TCG Advisory Services, LLC35,509$8.58M0.60%
Harbour Trust & Investment Management Co32,729$7.91M1.12%
Groupama Asset Managment26,359$6.37M0.17%
FORA Capital, LLC25,091$6.07M0.52%
Twin Tree Management, LP25,045$6.05M0.11%
Pathstone Holdings, LLC24,070$5.82M0.03%
Point72 Hong Kong Ltd23,775$5.75M0.35%
Entropy Technologies, LP22,244$5.38M1.00%
Savoir Faire Capital Management, L.P.21,000$5.08M2.21%
Two Sigma Investments, LP18,385$4.44M0.01%
Natixis15,114$3.65M0.03%
Chiron Investment Management, LLC12,188$2.95M1.12%
Round Rock Advisors, LLC12,177$2.94M0.74%
Morton Community Bank10,582$2.56M0.84%
Koa Wealth Management, LLC10,200$2.47M2.43%
Mesirow Financial Investment Management, Inc.9,780$2.36M0.09%
Soros Capital Management LLC9,449$2.28M1.69%
Arrowstreet Capital, Limited Partnership8,142$1.97M0.00%
Ables, Iannone, Moore & Associates, Inc.8,088$1.96M1.49%
U S Global Investors Inc7,350$1.78M0.12%
Quest Partners LLC6,860$1.66M0.35%
Radnor Capital Management, LLC6,050$1.46M0.27%
Lecap Asset Management Ltd5,724$1.38M0.50%
Town & Country Bank & Trust CO dba First Bankers Trust CO5,581$1.35M0.63%
Nebula Research & Development LLC5,072$1.23M0.37%
Texas Capital Bank Wealth Management Services Inc5,018$1.21M0.14%
Fox Run Management, L.L.C.4,973$1.20M0.31%
17 Capital Partners, LLC4,593$1.11M1.02%
Boomfish Wealth Group, LLC4,448$1.08M0.78%
Steel Peak Wealth Management LLC4,440$1.07M0.06%
Degroof Petercam Asset Management4,400$1.06M0.01%
Synergy Financial Management, LLC4,368$1.06M0.19%
HighPoint Advisor Group LLC3,839$1.04M0.07%
FJ Investments, LLC4,188$1.01M0.05%
Concurrent Investment Advisors, LLC4,162$1.01M0.05%
Ascent Wealth Partners, LLC3,978$961.7K0.16%
Premier Path Wealth Partners, LLC3,943$959.3K0.21%
Quadrature Capital Ltd3,964$958.5K0.02%
Everpar Advisors LLC3,910$945.2K0.44%
Investment Management Corp of Ontario3,855$931.9K0.02%
Atlantic Edge Private Wealth Management, LLC3,696$893.5K0.36%
Machina Capital S.A.S.3,586$866.9K0.56%
Plimoth Trust Co LLC3,247$785.0K0.23%
Stablepoint Partners, LLC3,156$763.0K0.20%
GAMMA Investing LLC3,080$754.8K0.20%
Arlington Trust Co LLC2,909$703.3K0.20%
ClearAlpha Technologies LP2,900$701.1K0.27%
Waterloo Capital, L.P.2,810$679.3K0.11%
Colony Group, LLC2,632$636.0K0.01%
RSM US Wealth Management LLC2,411$582.8K0.02%
MQS Management LLC2,393$578.5K0.32%
Sapient Capital LLC2,299$555.8K0.01%
Lake Street Advisors Group, LLC2,270$548.9K0.03%
Knollwood Investment Advisory, LLC2,158$521.7K0.11%
LMR Partners LLP2,101$507.9K0.01%
Dohj, LLC2,080$502.7K0.15%
Advisor Resource Council1,893$457.5K0.05%
Trust Point Inc.1,880$454.5K0.04%
Principal Securities, Inc.1,711$413.7K0.02%
Bluesphere Advisors, LLC1,700$411.0K0.25%
Skopos Labs, Inc.1,670$403.7K0.19%
Angeles Investment Advisors, LLC1,613$389.9K0.02%
Cresta Advisors, Ltd.1,600$386.8K0.26%
Maven Securities LTD1,566$378.6K0.04%
Vestmark Advisory Solutions, Inc.1,459$352.7K0.02%
Headlands Technologies LLC1,364$329.7K0.10%
Founders Financial Securities LLC1,346$325.4K0.04%
Focus Financial Network Inc1,307$315.9K0.01%
Teamwork Financial Advisors, LLC1,289$311.7K0.05%
Barlow Wealth Partners, Inc.1,257$303.9K0.04%
Grayhawk Investment Strategies Inc.1,244$300.7K0.15%
Redhawk Wealth Advisors, Inc.1,192$288.2K0.06%
Aviso Wealth Management1,166$281.9K0.20%
Cypress Capital Group1,149$277.8K0.04%
Little House Capital LLC1,112$268.8K0.10%
Secure Asset Management, LLC1,052$254.3K0.07%
Qtron Investments LLC1,049$253.6K0.04%
LM Advisors LLC1,033$249.7K0.05%
Mattern Wealth Management LLC987$238.6K0.06%
Nova R Wealth, Inc.960$232.0K0.15%
Kuhn & Co Investment Counsel900$217.6K0.22%
Connecticut Wealth Management, LLC885$214.0K0.01%
Roman Butler Fullerton & Co833$207.8K0.08%
Jacobsen Capital Management852$206.0K0.10%
Trust Co of the South852$206.0K0.05%
Calton & Associates, Inc.846$204.5K0.08%
InterOcean Capital Group, LLC840$203.1K0.01%
China Universal Asset Management Co., Ltd.713$172.4K0.03%
Point72 Asia (Singapore) Pte. Ltd.614$148.4K0.04%
Caas Capital Management LP600$145.1K0.14%
AJOVista, LLC568$137.3K0.17%
Cetera Trust Company, N.A450$108.8K0.07%
Rakuten Investment Management, Inc.403$97.6K0.00%

Sold out (87)

Institutions that held Constellation Brands, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of STZ in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Candlestick Capital Management LP175,000$44.0M
Healthcare of Ontario Pension Plan Trust Fund128,103$32.2M
Mane Global Capital Management LP103,200$25.9M
Ninety One UK Ltd72,337$18.2M
Ninety One SA (PTY) Ltd40,916$10.3M
Teza Capital Management LLC19,745$4.96M
Moore Capital Management, LP19,574$4.92M
Element Capital Management LLC18,012$4.53M
PEAK6 Investments LLC16,036$4.03M
Gsa Capital Partners LLP15,224$3.83M
Winton Group Ltd10,481$2.63M
Hudson Bay Capital Management LP10,469$2.63M
Dynamic Technology Lab Private Ltd9,245$2.32M
Warren Averett Asset Management, LLC7,971$2.00M
ISAM Funds (UK) Ltd7,946$2.00M
Fred Alger Management, LLC7,616$1.91M
Weiss Multi-Strategy Advisers LLC5,745$1.44M
DoubleLine ETF Adviser LP5,552$1.40M
Cumberland Partners Ltd5,035$1.27M
WT Wealth Management4,744$1.19M
Monograph Wealth Advisors, LLC4,500$1.13M
Magnetar Financial LLC4,472$1.12M
Two Sigma Securities, LLC4,220$1.06M
Y-Intercept (Hong Kong) Ltd4,050$1.02M
Cinctive Capital Management LP3,961$995.5K
Virtu Financial LLC3,592$903.0K
Mirabella Financial Services LLP2,981$749.2K
Centiva Capital, LP2,958$743.4K
Inceptionr LLC2,826$710.3K
Bridgefront Capital, LLC2,350$590.6K
Fund Management at Engine No. 1 LLC2,307$579.8K
Highview Capital Management LLC2,292$576.0K
Banque Cantonale Vaudoise2,255$567.0K
Jefferies Financial Group Inc.1,887$474.3K
Lavaca Capital LLC1,770$444.9K
IFG Advisory, LLC1,678$421.7K
Asahi Life Asset Management Co., Ltd.1,490$374.5K
Bank Hapoalim BM1,460$367.0K
Oak Thistle LLC1,344$337.8K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.1,180$296.6K
Sherbrooke Park Advisers LLC1,144$287.5K
Cable Hill Partners, LLC1,122$282.0K
Financial Advisory Corp1,026$258.0K
Evoke Wealth, LLC999$251.0K
Trust Co of Toledo NA992$249.3K
9258 Wealth Management, LLC980$246.2K
Waldron Private Wealth LLC971$244.0K
Perpetual Ltd953$239.5K
Nilsine Partners, LLC941$236.5K
Avidian Wealth Solutions, LLC936$235.3K
Naviter Wealth, LLC916$230.2K
InTrack Investment Management Inc884$222.2K
ASB Consultores, LLC881$221.4K
Point72 Asset Management, L.P.870$218.7K
Fisher Asset Management, LLC866$217.8K
Mint Tower Capital Management B.V.858$216.0K
Oversea-Chinese Banking CORP Ltd851$214.0K
Patriot Investment Management Inc.849$213.4K
Modera Wealth Management, LLC838$210.6K
Granite Harbor Advisors, Inc.838$210.6K
Mather Group, LLC.833$209.4K
Green Square Capital Advisors LLC823$206.9K
Stanley-Laman Group, Ltd.812$204.1K
Chatham Capital Group, Inc.810$203.6K
Marino, Stram & Associates LLC810$203.5K
Franklin Street Advisors Inc806$203.0K
Viawealth, LLC803$201.9K
Financial Council Asset Management Inc803$201.8K
Benin Management CORP800$201.1K
Register Financial Advisors LLC381$95.9K
VisionPoint Advisory Group, LLC229$57.5K
Flaharty Asset Management, LLC200$50.3K
Northwest Investment Counselors, LLC170$42.7K
First Financial Corp161$40.5K
Kozak & Associates, Inc.131$31.0K
WR Wealth Planners, LLC103$25.8K
Carmel Capital Partners, LLC95$23.9K
Geo Capital Gestora de Recursos Ltd79$20.0K
IMA Wealth, Inc.74$18.6K
Earnest Partners LLC73$18.3K
Baker Avenue Asset Management, LP66$16.6K
Legacy Financial Group LLC61$15.3K
Hibernia Wealth Partners, LLC52$13.1K
Transamerica Financial Advisors, Inc.42$11.0K
Nalls Sherbakoff Group, LLC10$2.51K
LGT Financial Advisors LLC9$2.26K
Wolff Wiese Magana LLC5$1.26K

Not filed for Q4 2023 yet (17)

Institutions that held Constellation Brands, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding STZ in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.352,604$88.6M
Private Asset Management Inc12,797$3.22M
Armstrong Shaw Associates Inc12,531$3.15M
Pathstone Family Office, LLC11,906$2.99M
Advisor Partners II, LLC7,298$1.83M
Bryn Mawr Trust Co5,726$1.44M
Comerica Securities,inc.5,547$1.39M
Scott Investment Partners LLP4,000$1.00M
Colony Group LLC2,637$663.0K
Community Capital Management, Inc.2,200$552.9K
Wealth Advisors, Inc.1,850$465.0K
Focus Financial Network, Inc.1,257$315.8K
Goodwin Daniel L1,073$269.7K
Lewis Capital Management, LLC1,000$251.3K
Syntax Advisors, LLC954$239.8K
Sutton Wealth Advisors Inc.75$18.9K
Steward Financial Group LLC64$16.0K