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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; 1,038 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
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: 1,038 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 20261,038$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
Planning Capital Management Corp86$20.8K0.02%+86New
Ogorek Anthony Joseph87$21.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC87$21.0K0.00%−3−3.3%Reduced
New Millennium Group LLC88$21.3K0.02%−10−10.2%Reduced
Northwest Capital Management Inc90$21.8K0.01%00.0%Unchanged
Hollencrest Capital Management92$22.2K0.00%+92New
Bruce G. Allen Investments, LLC95$23.0K0.02%+95New
Hallmark Capital Management Inc100$24.2K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO100$24.2K0.01%00.0%Unchanged
Wellington Shields & Co., LLC100$24.2K0.01%00.0%Unchanged
St. Johns Investment Management Company, LLC100$24.2K0.01%00.0%Unchanged
Jamison Private Wealth Management, Inc.100$24.2K0.00%00.0%Unchanged
MCF Advisors LLC100$24.2K0.00%+94+1,566.7%Added
Salomon & Ludwin, LLC98$24.6K0.00%00.0%Unchanged
JNBA Financial Advisors106$25.6K0.00%00.0%Unchanged
Davis Capital Management116$28.0K0.03%+116New
BKM Wealth Management, LLC117$28.3K0.01%+117New
Hanson & Doremus Investment Management119$29.0K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA121$29.3K0.01%+121New
Investors Research Corp124$30.0K0.01%00.0%Unchanged
Scharf Investments, LLC124$30.2K0.00%−1,144−90.2%Reduced
Cassady Schiller Wealth Management, LLC125$30.2K0.02%00.0%Unchanged
Private Ocean, LLC134$32.4K0.00%00.0%Unchanged
Asset Dedication, LLC139$34.0K0.00%+21+17.8%Added
Tacita Capital Inc145$35.1K0.03%00.0%Unchanged
Center for Financial Planning, Inc.145$35.1K0.01%+10+7.4%Added
Kapitalo Investimentos Ltda145$35.1K0.01%+145New
Retirement Group, LLC147$35.5K0.01%+107+267.5%Added
Heritage Wealth Advisors150$36.3K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC152$36.7K0.01%+152New
Bell Investment Advisors, Inc153$37.0K0.01%+11+7.7%Added
Oakworth Capital, Inc.155$37.5K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC163$39.4K0.01%−868−84.2%Reduced
DHJJ Financial Advisors, Ltd.166$40.1K0.02%00.0%Unchanged
Kelly Lawrence W & Associates Inc170$41.1K0.01%00.0%Unchanged
Chilton Capital Management LLC180$43.5K0.00%00.0%Unchanged
Quent Capital, LLC182$44.0K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC182$44.0K0.02%+18+11.0%Added
Exchange Traded Concepts, LLC185$44.7K0.00%+185New
MV Capital Management, Inc.191$46.2K0.01%+15+8.5%Added
Truvestments Capital LLC191$46.2K0.02%+1+0.5%Added
Glassman Wealth Services192$46.4K0.01%+39+25.5%Added
Global Wealth Management Investment Advisory, Inc.195$47.1K0.01%00.0%Unchanged
West Paces Advisors Inc.195$47.1K0.01%+3+1.6%Added
Cornerstone Planning Group LLC196$47.4K0.02%+4+2.1%Added
State of Wyoming198$47.9K0.01%+3+1.5%Added
Blume Capital Management, Inc.200$48.4K0.01%00.0%Unchanged
Cambridge Trust Co200$48.4K0.00%−29−12.7%Reduced
Glen Eagle Advisors, LLC205$49.6K0.01%−2−1.0%Reduced
Silicon Valley Capital Partners206$49.7K0.01%+1+0.5%Added
Johnson Financial Group, Inc.217$52.5K0.00%+5+2.4%Added
Fairfield Financial Advisors, LTD219$52.9K0.02%+1+0.5%Added
Paladin Advisory Group, LLC223$53.9K0.04%00.0%Unchanged
Caldwell Sutter Capital, Inc.227$54.9K0.03%−75−24.8%Reduced
Castleview Partners, LLC230$55.5K0.04%+230New
Concord Wealth Partners232$56.1K0.01%−25−9.7%Reduced
Sachetta, LLC240$58.0K0.03%+240New
Western Pacific Wealth Management, LP242$58.5K0.04%00.0%Unchanged
Albion Financial Group245$59.2K0.00%00.0%Unchanged
CVA Family Office, LLC245$59.3K0.01%+245New
Capital Advisors, Ltd. LLC249$60.0K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt249$60.2K0.01%+131+111.0%Added
Osterweis Capital Management Inc250$60.4K0.00%00.0%Unchanged
Advantage Trust Co250$60.4K0.05%+250New
BOK Financial Private Wealth, Inc.251$60.7K0.00%−15−5.6%Reduced
Farmers & Merchants Investments Inc255$61.6K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.253$64.0K0.00%−98−27.9%Reduced
Loomis Sayles & Co L P269$65.0K0.00%+61+29.3%Added
Global Trust Asset Management, LLC280$67.7K0.03%00.0%Unchanged
Carolinas Wealth Consulting LLC288$69.6K0.02%+193+203.2%Added
Geneos Wealth Management Inc.289$69.9K0.00%−33−10.2%Reduced
Systematic Alpha Investments, LLC290$70.1K0.00%+290New
AXS Investments LLC299$72.3K0.02%−40−11.8%Reduced
Clean Yield Group300$72.5K0.03%00.0%Unchanged
Hall Laurie J Trustee300$73.0K0.03%00.0%Unchanged
Rothschild Investment LLC310$74.9K0.01%+310New
Grove Bank & Trust311$75.2K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc318$77.0K0.08%00.0%Unchanged
Sunbelt Securities, Inc.320$77.5K0.01%−70−17.9%Reduced
General Partner, Inc.332$80.3K0.07%00.0%Unchanged
Naples Money Management LLC343$82.9K0.08%+343New
JJJ Advisors Inc.355$85.8K0.02%−125−26.0%Reduced
M&R Capital Management Inc357$86.3K0.02%00.0%Unchanged
Lindbrook Capital, LLC381$92.1K0.01%+132+53.0%Added
J.Safra Asset Management Corp384$92.8K0.01%+25+7.0%Added
Duncker Streett & Co Inc400$96.7K0.02%00.0%Unchanged
Optimum Investment Advisors400$96.7K0.05%00.0%Unchanged
Financial Perspectives, Inc400$96.7K0.04%00.0%Unchanged
Rakuten Investment Management, Inc.403$97.6K0.00%+403New
Farmers & Merchants Trust Co of Chambersburg PA406$98.0K0.05%−200−33.0%Reduced
Evermay Wealth Management LLC415$100.3K0.02%+1+0.2%Added
Key Financial Inc425$102.7K0.03%00.0%Unchanged
C M Bidwell & Associates Ltd437$105.6K0.08%+4+0.9%Added
City State Bank439$106.0K0.05%00.0%Unchanged
Cetera Trust Company, N.A450$108.8K0.07%+450New
Vestor Capital, LLC480$116.0K0.01%00.0%Unchanged
American National Bank480$116.0K0.02%00.0%Unchanged
Princeton Global Asset Management LLC484$117.0K0.03%+9+1.9%Added
Farther Finance Advisors, LLC490$118.5K0.01%+128+35.4%Added
Tradition Wealth Management, LLC492$119.0K0.01%−54−9.9%Reduced