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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Constellation Brands, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sand Hill Global Advisors, LLC | 15,743 | $3.81M | 0.18% | −17−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 15,831 | $3.83M | 0.15% | +95+0.6% | Added |
| Pinnacle Associates Ltd | 15,849 | $3.83M | 0.06% | +190+1.2% | Added |
| Toth Financial Advisory Corp | 16,110 | $3.89M | 0.53% | −127−0.8% | Reduced |
| Aviance Capital Partners, LLC | 16,227 | $3.92M | 0.84% | −299−1.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 16,303 | $3.94M | 1.25% | −796−4.7% | Reduced |
| Prudential PLC | 16,422 | $3.97M | 0.04% | +69+0.4% | Added |
| Coldstream Capital Management Inc | 16,442 | $3.97M | 0.11% | −154−0.9% | Reduced |
| Intech Investment Management LLC | 16,445 | $3.98M | 0.06% | +4,186+34.1% | Added |
| Great Valley Advisor Group, Inc. | 16,558 | $4.00M | 0.14% | +3,249+24.4% | Added |
| Oak Asset Management, LLC | 16,587 | $4.01M | 1.59% | −245−1.5% | Reduced |
| Private Advisor Group, LLC | 16,688 | $4.03M | 0.03% | −281−1.7% | Reduced |
| Varma Mutual Pension Insurance Co | 16,700 | $4.04M | 0.05% | −5,800−25.8% | Reduced |
| Cetera Advisor Networks LLC | 16,721 | $4.04M | 0.02% | −1,005−5.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 16,958 | $4.10M | 0.85% | +286+1.7% | Added |
| First Manhattan Co | 17,003 | $4.11M | 0.01% | +380+2.3% | Added |
| Sandy Spring Bank | 17,206 | $4.16M | 0.21% | −586−3.3% | Reduced |
| State of Alaska, Department of Revenue | 17,456 | $4.22M | 0.05% | −1,710−8.9% | Reduced |
| Verition Fund Management LLC | 17,470 | $4.22M | 0.04% | −22,180−55.9% | Reduced |
| St Germain D J Co Inc | 17,574 | $4.25M | 0.22% | −553−3.1% | Reduced |
| Alpha Omega Wealth Management LLC | 17,735 | $4.29M | 0.71% | −292−1.6% | Reduced |
| Resources Management Corp | 17,802 | $4.30M | 0.64% | −96−0.5% | Reduced |
| Cetera Investment Advisers | 17,846 | $4.31M | 0.04% | −1,033−5.5% | Reduced |
| Oak Harvest Investment Services | 17,961 | $4.34M | 0.87% | −3,280−15.4% | Reduced |
| EULAV Asset Management | 18,000 | $4.35M | 0.13% | +8,000+80.0% | Added |
| River Wealth Advisors LLC | 18,098 | $4.38M | 0.70% | +144+0.8% | Added |
| Joho Capital LLC | 18,215 | $4.40M | 0.80% | 00.0% | Unchanged |
| First National Bank of Omaha | 18,375 | $4.44M | 0.28% | −2,918−13.7% | Reduced |
| Two Sigma Investments, LP | 18,385 | $4.44M | 0.01% | +18,385 | New |
| Snowden Capital Advisors LLC | 18,397 | $4.45M | 0.17% | −2,424−11.6% | Reduced |
| Kestra Private Wealth Services, LLC | 18,434 | $4.46M | 0.11% | +1,216+7.1% | Added |
| Parallel Advisors, LLC | 18,440 | $4.46M | 0.13% | −480−2.5% | Reduced |
| VGI Partners Ltd | 18,500 | $4.47M | 0.48% | −6,500−26.0% | Reduced |
| Peddock Capital Advisors, LLC | 18,576 | $4.49M | 1.37% | +96+0.5% | Added |
| Allianz Asset Management GmbH | 18,625 | $4.50M | 0.01% | −3,636−16.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,637 | $4.51M | 0.02% | +1,308+7.5% | Added |
| British Columbia Investment Management Corp | 19,030 | $4.60M | 0.04% | +4,057+27.1% | Added |
| Tower Research Capital LLC (TRC) | 19,339 | $4.68M | 0.06% | +7,589+64.6% | Added |
| Interval Partners, LP | 19,380 | $4.69M | 0.20% | −150,555−88.6% | Reduced |
| Blue Zone Wealth Advisors, LLC | 19,582 | $4.73M | 1.89% | +2,291+13.2% | Added |
| Bailard, Inc. | 19,618 | $4.74M | 0.14% | 00.0% | Unchanged |
| RNC Capital Management LLC | 19,623 | $4.74M | 0.28% | +603+3.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 19,702 | $4.76M | 1.31% | +279+1.4% | Added |
| Bartlett & Co. Wealth Management LLC | 19,763 | $4.79M | 0.08% | −2,287−10.4% | Reduced |
| Bartlett & Co. LLC | 19,763 | $4.79M | 0.08% | −2,287−10.4% | Reduced |
| Patton Albertson Miller Group, LLC | 19,887 | $4.81M | 0.80% | +3,740+23.2% | Added |
| Nissay Asset Management Corp | 19,968 | $4.83M | 0.04% | +775+4.0% | Added |
| Kestra Advisory Services, LLC | 20,040 | $4.84M | 0.04% | +706+3.7% | Added |
| Wisconsin Capital Management LLC | 20,255 | $4.90M | 2.91% | −2,381−10.5% | Reduced |
| Addison Capital Co | 20,395 | $4.93M | 3.06% | +2,042+11.1% | Added |
| Assetmark, Inc | 20,445 | $4.94M | 0.02% | −4,529−18.1% | Reduced |
| Hedeker Wealth, LLC | 20,560 | $4.97M | 1.57% | −736−3.5% | Reduced |
| ProShare Advisors LLC | 20,771 | $5.02M | 0.02% | −2,260−9.8% | Reduced |
| Savoir Faire Capital Management, L.P. | 21,000 | $5.08M | 2.21% | +21,000 | New |
| Yousif Capital Management, LLC | 21,074 | $5.09M | 0.06% | −514−2.4% | Reduced |
| Atria Investments LLC | 21,170 | $5.12M | 0.08% | +2,930+16.1% | Added |
| Parkside Investments, LLC | 21,388 | $5.17M | 0.87% | −100−0.5% | Reduced |
| Oak Ridge Investments LLC | 21,575 | $5.22M | 0.60% | −515−2.3% | Reduced |
| Gotham Asset Management, LLC | 21,708 | $5.25M | 0.10% | +9,968+84.9% | Added |
| Townsend Asset Management Corp | 21,762 | $5.26M | 2.40% | −205−0.9% | Reduced |
| AQR Capital Management LLC | 21,884 | $5.29M | 0.01% | +1,347+6.6% | Added |
| WealthPlan Investment Management, LLC | 22,021 | $5.32M | 0.85% | −503−2.2% | Reduced |
| Nomura Holdings Inc | 22,057 | $5.33M | 0.05% | −63,864−74.3% | Reduced |
| Entropy Technologies, LP | 22,244 | $5.38M | 1.00% | +22,244 | New |
| Xponance, Inc. | 22,245 | $5.38M | 0.06% | −17,289−43.7% | Reduced |
| Trust Co of Vermont | 22,268 | $5.38M | 0.36% | −780−3.4% | Reduced |
| CIBC Asset Management Inc | 22,321 | $5.40M | 0.02% | −978−4.2% | Reduced |
| Liberty Capital Management, Inc. | 22,588 | $5.46M | 1.43% | +90.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,593 | $5.46M | 0.02% | +843+3.9% | Added |
| MML Investors Services, LLC | 22,598 | $5.46M | 0.03% | +1,111+5.2% | Added |
| Pacer Advisors, Inc. | 22,845 | $5.52M | 0.02% | +7,358+47.5% | Added |
| Investment House LLC | 22,945 | $5.55M | 0.39% | −83−0.4% | Reduced |
| New York Life Investment Management LLC | 22,969 | $5.55M | 0.06% | −124−0.5% | Reduced |
| Legacy Private Trust Co. | 23,429 | $5.66M | 0.45% | −576−2.4% | Reduced |
| Gibraltar Capital Management, Inc. | 23,440 | $5.67M | 2.42% | −844−3.5% | Reduced |
| Captrust Financial Advisors | 23,612 | $5.71M | 0.02% | +1,799+8.2% | Added |
| Point72 Hong Kong Ltd | 23,775 | $5.75M | 0.35% | +23,775 | New |
| Holocene Advisors, LP | 23,807 | $5.76M | 0.02% | −622,612−96.3% | Reduced |
| First Long Island Investors, LLC | 24,055 | $5.82M | 0.52% | −195−0.8% | Reduced |
| Pathstone Holdings, LLC | 24,070 | $5.82M | 0.03% | +24,070 | New |
| MMBG Investment Advisors Co. | 24,094 | $5.82M | 0.69% | +860+3.7% | Added |
| HGK Asset Management Inc | 24,156 | $5.84M | 1.36% | +943+4.1% | Added |
| Central Trust Co | 24,320 | $5.88M | 0.16% | −343−1.4% | Reduced |
| Public Employees Retirement Association of Colorado | 24,403 | $5.90M | 0.03% | −864−3.4% | Reduced |
| Financial Counselors Inc | 24,405 | $5.90M | 0.11% | −2,947−10.8% | Reduced |
| Pacific Global Investment Management CO | 24,465 | $5.91M | 1.21% | +434+1.8% | Added |
| Storebrand Asset Management AS | 24,690 | $5.97M | 0.02% | +4,660+23.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 25,000 | $6.04M | 0.11% | 00.0% | Unchanged |
| Twin Tree Management, LP | 25,045 | $6.05M | 0.11% | +25,045 | New |
| FORA Capital, LLC | 25,091 | $6.07M | 0.52% | +25,091 | New |
| Capital Group Investment Management Pte. Ltd. | 25,360 | $6.13M | 0.64% | −35,761−58.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 25,437 | $6.15M | 0.76% | +5,205+25.7% | Added |
| Telemus Capital, LLC | 25,560 | $6.18M | 0.51% | +362+1.4% | Added |
| South State Corp. | 25,697 | $6.21M | 0.53% | +4,552+21.5% | Added |
| WealthBridge Investment Counsel Inc. | 26,095 | $6.31M | 2.52% | +50+0.2% | Added |
| Sirios Capital Management L P | 26,308 | $6.36M | 1.30% | −19,756−42.9% | Reduced |
| Groupama Asset Managment | 26,359 | $6.37M | 0.17% | +26,359 | New |
| iA Global Asset Management Inc. | 26,617 | $6.43M | 0.15% | −6,163−18.8% | Reduced |
| Blair William & Co | 26,805 | $6.48M | 0.02% | −941−3.4% | Reduced |
| Peapack Gladstone Financial Corp | 26,830 | $6.49M | 0.11% | −196−0.7% | Reduced |