Constellation Brands, Inc.

STZ

Exchange: NYSE
Industry: Beverages
SEC CIK: 0000016918

SEC filings (opens in a new tab)

No open-market purchases or sales by Constellation Brands, Inc. insiders were filed in the last 90 days; 1,038 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, Q4 2023

Institutional positions in Constellation Brands, Inc. as of Dec 31, 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: 1,300; +61 vs. Q3 2023
Shares held: 141.2M; −630.0K (−0.4%) vs. Q3 2023
Total value: $34.1B; −$1.51B (−4.2%) vs. Q3 2023
New holders: 148; 499 more added
Sold out: 87; 458 more reduced

17 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,300 institutions

Value heldQ4 2023: $34.1B

Institutions holding STZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	1,038	$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, Q4 2023

Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2023.

Institutions holding STZ in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$7	0.00%	0	New
Creekmur Asset Management LLC	1	$169	0.00%	+1	New
Cherry Tree Wealth Management, LLC	1	$242	0.00%	−16−94.1%	Reduced
Pineridge Advisors LLC	1	$242	0.00%	+1	New
Financial Synergies Wealth Advisors, Inc.	3	$696	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	3	$725	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	3	$725	0.00%	+1+50.0%	Added
ClariVest Asset Management LLC	3	$726	0.00%	+3	New
Plante Moran Financial Advisors, LLC	4	$967	0.00%	00.0%	Unchanged
Barrett & Company, Inc.	5	$1.21K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	5	$1.21K	0.00%	00.0%	Unchanged
Armstrong Advisory Group, Inc	5	$1.21K	0.00%	00.0%	Unchanged
Jones Financial Companies LLLP	5	$1.21K	0.00%	+1+25.0%	Added
Delta Asset Management LLC	7	$1.69K	0.00%	−3−30.0%	Reduced
Kayne Anderson Rudnick Investment Management LLC	7	$1.69K	0.00%	+7	New
Fairman Group, LLC	7	$1.69K	0.00%	+7	New
Voisard Asset Management Group, Inc.	7	$1.69K	0.00%	+7	New
Trifecta Capital Advisors, LLC	8	$1.93K	0.00%	−280−97.2%	Reduced
SJS Investment Consulting Inc.	8	$1.93K	0.00%	−2−20.0%	Reduced
Sound Income Strategies, LLC	8	$1.93K	0.00%	00.0%	Unchanged
REAP Financial Group, LLC	8	$1.94K	0.00%	+8	New
VitalStone Financial, LLC	10	$2.00K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	9	$2.18K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	9	$2.18K	0.00%	00.0%	Unchanged
Smartleaf Asset Management LLC	9	$2.18K	0.00%	+9	New
Cedar Wealth Management, LLC	10	$2.42K	0.00%	00.0%	Unchanged
Your Advocates Ltd., LLP	10	$2.42K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	10	$2.42K	0.00%	00.0%	Unchanged
Criterion Capital Advisors, LLC	10	$2.42K	0.00%	+10	New
Game Plan Financial Advisors, LLC	10	$2.42K	0.00%	+10	New
DiNuzzo Private Wealth, Inc.	10	$2.42K	0.00%	+10	New
Tidemark, LLC	10	$2.42K	0.00%	+10	New
Dunhill Financial, LLC	10	$2.50K	0.00%	+10	New
Provenance Wealth Advisors, LLC	11	$2.66K	0.00%	+11	New
Hexagon Capital Partners LLC	12	$2.90K	0.00%	−25−67.6%	Reduced
Pacific Capital Wealth Advisors, Inc	12	$2.90K	0.00%	+12	New
Cape Investment Advisory, Inc.	12	$2.95K	0.00%	00.0%	Unchanged
Avion Wealth	12	$3.00K	0.00%	+2+20.0%	Added
Aspire Private Capital, LLC	12	$3.01K	0.00%	00.0%	Unchanged
Addison Advisors LLC	13	$3.14K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	13	$3.14K	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	13	$3.14K	0.00%	+4+44.4%	Added
Raleigh Capital Management Inc.	13	$3.14K	0.00%	+13	New
NewSquare Capital LLC	17	$4.11K	0.00%	−32−65.3%	Reduced
CoreFirst Bank & Trust	17	$4.11K	0.00%	00.0%	Unchanged
EdgeRock Capital LLC	17	$4.26K	0.00%	+17	New
Impact Partnership Wealth, LLC	18	$4.36K	0.00%	−84−82.4%	Reduced
Baystate Wealth Management LLC	18	$4.56K	0.00%	00.0%	Unchanged
Atlantic Trust, LLC	19	$4.59K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	19	$4.59K	0.00%	+19	New
Mendota Financial Group, LLC	19	$4.68K	0.00%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	20	$4.83K	0.00%	+20	New
Raffa Wealth Management, LLC	21	$5.08K	0.00%	00.0%	Unchanged
HWG Holdings LP	22	$5.32K	0.00%	−2,643−99.2%	Reduced
First United Bank Trust	22	$5.32K	0.00%	+22	New
Pacifica Partners Inc.	24	$5.68K	0.00%	00.0%	Unchanged
Wetzel Investment Advisors, Inc.	24	$6.00K	0.00%	+24	New
IAG Wealth Partners, LLC	25	$6.04K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	26	$6.29K	0.00%	00.0%	Unchanged
Plato Investment Management Ltd	30	$7.25K	0.01%	+30	New
CarsonAllaria Wealth Management, Ltd.	31	$7.70K	0.01%	00.0%	Unchanged
First Community Trust NA	33	$7.98K	0.01%	−2−5.7%	Reduced
Rockbridge Investment Management, LCC	33	$7.98K	0.00%	+33	New
Colonial Trust Advisors	34	$8.22K	0.00%	00.0%	Unchanged
Centennial Bank	35	$8.46K	0.01%	00.0%	Unchanged
Fortitude Family Office, LLC	37	$8.95K	0.01%	+37	New
Mascoma Wealth Management LLC	38	$9.19K	0.00%	−4−9.5%	Reduced
Carolina Wealth Advisors, LLC	40	$9.67K	0.01%	−20−33.3%	Reduced
Benjamin Edwards Inc	40	$10.0K	0.00%	00.0%	Unchanged
FSA Wealth Management LLC	43	$10.0K	0.00%	+43	New
Legend Financial Advisors, Inc.	43	$10.4K	0.01%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	45	$10.9K	0.00%	−2−4.3%	Reduced
Tyler-Stone Wealth Management	45	$10.9K	0.01%	00.0%	Unchanged
Centerpoint Advisors, LLC	44	$11.0K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	46	$11.1K	0.01%	+46	New
Core Alternative Capital	46	$11.2K	0.00%	−146−76.0%	Reduced
Eagle Bay Advisors LLC	47	$11.4K	0.01%	−351−88.2%	Reduced
Zions Bancorporation, N.A.	49	$11.8K	0.00%	−56−53.3%	Reduced
Clear Street Markets LLC	49	$12.0K	0.00%	+49	New
Frazier Financial Advisors, LLC	52	$12.6K	0.01%	+52	New
Winch Advisory Services, LLC	52	$12.7K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	53	$12.7K	0.00%	+1+1.9%	Added
Householder Group Estate & Retirement Specialist, LLC	56	$13.0K	0.00%	00.0%	Unchanged
First Personal Financial Services	54	$13.1K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	56	$14.0K	0.00%	−3−5.1%	Reduced
SRS Capital Advisors, Inc.	58	$14.0K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	59	$14.2K	0.00%	+4+7.3%	Added
HighMark Wealth Management LLC	61	$14.8K	0.01%	+6+10.9%	Added
Providence Capital Advisors, LLC	65	$15.7K	0.00%	00.0%	Unchanged
TFC Financial Management	65	$15.7K	0.00%	−2−3.0%	Reduced
Abound Wealth Management	66	$16.0K	0.01%	−5−7.0%	Reduced
GW&K Investment Management, LLC	65	$16.0K	0.00%	+12+22.6%	Added
Coston, McIsaac & Partners	71	$17.0K	0.01%	00.0%	Unchanged
ICA Group Wealth Management, LLC	71	$17.2K	0.00%	+71	New
Bogart Wealth, LLC	73	$17.6K	0.00%	−227−75.7%	Reduced
Annapolis Financial Services, LLC	75	$18.1K	0.00%	00.0%	Unchanged
Motco	78	$18.9K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	78	$18.9K	0.01%	+78	New
EntryPoint Capital, LLC	79	$19.1K	0.02%	+79	New
Covestor Ltd	83	$20.0K	0.01%	+12+16.9%	Added