Skip to main content

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.

Institutional holdersQ4 2023: 1,300 institutions
Q1 2021: 1,159 institutionsQ2 2021: 1,156 institutionsQ3 2021: 1,134 institutionsQ4 2021: 1,232 institutionsQ1 2022: 1,206 institutionsQ2 2022: 1,219 institutionsQ3 2022: 1,216 institutionsQ4 2022: 1,259 institutionsQ1 2023: 1,192 institutionsQ2 2023: 1,229 institutionsQ3 2023: 1,256 institutionsQ4 2023: 1,300 institutionsQ1 2024: 1,323 institutionsQ2 2024: 1,342 institutionsQ3 2024: 1,326 institutionsQ4 2024: 1,340 institutionsQ1 2025: 1,179 institutionsQ2 2025: 1,132 institutionsQ3 2025: 1,046 institutionsQ4 2025: 1,045 institutionsQ1 2026: 1,050 institutionsQ2 2026: 1,039 institutions
Value heldQ4 2023: $34.1B
Q1 2021: $31.8BQ2 2021: $32.0BQ3 2021: $27.9BQ4 2021: $33.9BQ1 2022: $31.1BQ2 2022: $30.3BQ3 2022: $30.5BQ4 2022: $31.7BQ1 2023: $31.3BQ2 2023: $35.2BQ3 2023: $35.8BQ4 2023: $34.1BQ1 2024: $39.6BQ2 2024: $37.5BQ3 2024: $37.3BQ4 2024: $32.3BQ1 2025: $27.0BQ2 2025: $24.0BQ3 2025: $19.0BQ4 2025: $20.1BQ1 2026: $21.5BQ2 2026: $20.1B
Institutions holding STZ and their total value by quarter
QuarterHoldersValue
Q2 20261,039$20.1B
Q1 20261,050$21.5B
Q4 20251,045$20.1B
Q3 20251,046$19.0B
Q2 20251,132$24.0B
Q1 20251,179$27.0B
Q4 20241,340$32.3B
Q3 20241,326$37.3B
Q2 20241,342$37.5B
Q1 20241,323$39.6B
Q4 20231,300$34.1B
Q3 20231,256$35.8B
Q2 20231,229$35.2B
Q1 20231,192$31.3B
Q4 20221,259$31.7B
Q3 20221,216$30.5B
Q2 20221,219$30.3B
Q1 20221,206$31.1B
Q4 20211,232$33.9B
Q3 20211,134$27.9B
Q2 20211,156$32.0B
Q1 20211,159$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
InstitutionSharesValue% of portfolioChange in sharesAction
Candlestick Capital Management LP0$00.00%−175,000−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−128,103−100.0%Sold out
Mane Global Capital Management LP0$00.00%−103,200−100.0%Sold out
Ninety One UK Ltd0$00.00%−72,337−100.0%Sold out
Ninety One SA (PTY) Ltd0$00.00%−40,916−100.0%Sold out
Teza Capital Management LLC0$00.00%−19,745−100.0%Sold out
Moore Capital Management, LP0$00.00%−19,574−100.0%Sold out
Element Capital Management LLC0$00.00%−18,012−100.0%Sold out
PEAK6 Investments LLC0$00.00%−16,036−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−15,224−100.0%Sold out
Winton Group Ltd0$00.00%−10,481−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−10,469−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−9,245−100.0%Sold out
Warren Averett Asset Management, LLC0$00.00%−7,971−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−7,946−100.0%Sold out
Fred Alger Management, LLC0$00.00%−7,616−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−5,745−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−5,552−100.0%Sold out
Cumberland Partners Ltd0$00.00%−5,035−100.0%Sold out
WT Wealth Management0$00.00%−4,744−100.0%Sold out
Monograph Wealth Advisors, LLC0$00.00%−4,500−100.0%Sold out
Magnetar Financial LLC0$00.00%−4,472−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−4,220−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−4,050−100.0%Sold out
Cinctive Capital Management LP0$00.00%−3,961−100.0%Sold out
Virtu Financial LLC0$00.00%−3,592−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−2,981−100.0%Sold out
Centiva Capital, LP0$00.00%−2,958−100.0%Sold out
Inceptionr LLC0$00.00%−2,826−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−2,350−100.0%Sold out
Fund Management at Engine No. 1 LLC0$00.00%−2,307−100.0%Sold out
Highview Capital Management LLC0$00.00%−2,292−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−2,255−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−1,887−100.0%Sold out
Lavaca Capital LLC0$00.00%−1,770−100.0%Sold out
IFG Advisory, LLC0$00.00%−1,678−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−1,490−100.0%Sold out
Bank Hapoalim BM0$00.00%−1,460−100.0%Sold out
Oak Thistle LLC0$00.00%−1,344−100.0%Sold out
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.0$00.00%−1,180−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,144−100.0%Sold out
Cable Hill Partners, LLC0$00.00%−1,122−100.0%Sold out
Financial Advisory Corp0$00.00%−1,026−100.0%Sold out
Evoke Wealth, LLC0$00.00%−999−100.0%Sold out
Trust Co of Toledo NA0$00.00%−992−100.0%Sold out
9258 Wealth Management, LLC0$00.00%−980−100.0%Sold out
Waldron Private Wealth LLC0$00.00%−971−100.0%Sold out
Perpetual Ltd0$00.00%−953−100.0%Sold out
Nilsine Partners, LLC0$00.00%−941−100.0%Sold out
Avidian Wealth Solutions, LLC0$00.00%−936−100.0%Sold out
Naviter Wealth, LLC0$00.00%−916−100.0%Sold out
InTrack Investment Management Inc0$00.00%−884−100.0%Sold out
ASB Consultores, LLC0$00.00%−881−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−870−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−866−100.0%Sold out
Mint Tower Capital Management B.V.0$00.00%−858−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−851−100.0%Sold out
Patriot Investment Management Inc.0$00.00%−849−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−838−100.0%Sold out
Granite Harbor Advisors, Inc.0$00.00%−838−100.0%Sold out
Mather Group, LLC.0$00.00%−833−100.0%Sold out
Green Square Capital Advisors LLC0$00.00%−823−100.0%Sold out
Stanley-Laman Group, Ltd.0$00.00%−812−100.0%Sold out
Chatham Capital Group, Inc.0$00.00%−810−100.0%Sold out
Marino, Stram & Associates LLC0$00.00%−810−100.0%Sold out
Franklin Street Advisors Inc0$00.00%−806−100.0%Sold out
Viawealth, LLC0$00.00%−803−100.0%Sold out
Financial Council Asset Management Inc0$00.00%−803−100.0%Sold out
Benin Management CORP0$00.00%−800−100.0%Sold out
Register Financial Advisors LLC0$00.00%−381−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−229−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−200−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−170−100.0%Sold out
First Financial Corp0$00.00%−161−100.0%Sold out
Kozak & Associates, Inc.0$00.00%−131−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−103−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−95−100.0%Sold out
Geo Capital Gestora de Recursos Ltd0$00.00%−79−100.0%Sold out
IMA Wealth, Inc.0$00.00%−74−100.0%Sold out
Earnest Partners LLC0$00.00%−73−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−66−100.0%Sold out
Legacy Financial Group LLC0$00.00%−61−100.0%Sold out
Hibernia Wealth Partners, LLC0$00.00%−52−100.0%Sold out
Transamerica Financial Advisors, Inc.0$00.00%−42−100.0%Sold out
Nalls Sherbakoff Group, LLC0$00.00%−10−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−9−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−5−100.0%Sold out
First Republic Investment Management, Inc.––––Not filed
Private Asset Management Inc––––Not filed
Armstrong Shaw Associates Inc––––Not filed
Pathstone Family Office, LLC––––Not filed
Advisor Partners II, LLC––––Not filed
Bryn Mawr Trust Co––––Not filed
Comerica Securities,inc.––––Not filed
Scott Investment Partners LLP––––Not filed
Colony Group LLC––––Not filed
Community Capital Management, Inc.––––Not filed
Wealth Advisors, Inc.––––Not filed
Focus Financial Network, Inc.––––Not filed
Goodwin Daniel L––––Not filed