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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 500 | $120.9K | 0.06% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $120.9K | 0.05% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $120.9K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 507 | $122.6K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 513 | $124.0K | 0.05% | +10+2.0% | Added |
| AdvisorNet Financial, Inc | 515 | $124.5K | 0.01% | −8−1.5% | Reduced |
| Baldwin Brothers Inc | 545 | $131.8K | 0.01% | 00.0% | Unchanged |
| AJOVista, LLC | 568 | $137.3K | 0.17% | +568 | New |
| Caas Capital Management LP | 600 | $145.1K | 0.14% | +600 | New |
| Parkside Financial Bank & Trust | 608 | $147.0K | 0.03% | +110+22.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 614 | $148.4K | 0.04% | +614 | New |
| Whittier Trust Co of Nevada Inc | 617 | $149.2K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 621 | $150.1K | 0.01% | −411−39.8% | Reduced |
| Colonial Trust Co | 637 | $154.0K | 0.03% | −33−4.9% | Reduced |
| Gulf International Bank (UK) Ltd | 652 | $157.0K | 0.00% | −86−11.7% | Reduced |
| ORG Partners LLC | 653 | $157.9K | 0.03% | +350+115.5% | Added |
| TSFG, LLC | 652 | $158.0K | 0.05% | −6−0.9% | Reduced |
| Park Place Capital Corp | 668 | $161.5K | 0.06% | +458+218.1% | Added |
| Manchester Capital Management LLC | 680 | $164.4K | 0.02% | +140+25.9% | Added |
| China Universal Asset Management Co., Ltd. | 713 | $172.4K | 0.03% | +713 | New |
| Emerald Mutual Fund Advisers Trust | 715 | $172.9K | 0.01% | +101+16.4% | Added |
| Creative Financial Designs Inc | 728 | $176.0K | 0.02% | +18+2.5% | Added |
| Penserra Capital Management LLC | 751 | $180.0K | 0.00% | −156−17.2% | Reduced |
| Neo Ivy Capital Management | 781 | $189.0K | 0.42% | −3,035−79.5% | Reduced |
| Rosenberg Matthew Hamilton | 782 | $189.2K | 0.06% | +112+16.7% | Added |
| V-Square Quantitative Management LLC | 820 | $198.2K | 0.05% | 00.0% | Unchanged |
| First Affirmative Financial Network | 829 | $200.3K | 0.16% | −28−3.3% | Reduced |
| Qsemble Capital Management, LP | 830 | $200.7K | 0.05% | −4,270−83.7% | Reduced |
| Greenfield Savings Bank | 835 | $201.9K | 0.12% | −25−2.9% | Reduced |
| InterOcean Capital Group, LLC | 840 | $203.1K | 0.01% | +840 | New |
| Calton & Associates, Inc. | 846 | $204.5K | 0.08% | +846 | New |
| Sentry Investment Management LLC | 846 | $205.0K | 0.09% | −91−9.7% | Reduced |
| Sonata Capital Group Inc | 850 | $205.0K | 0.10% | 00.0% | Unchanged |
| Carlson Capital Management | 849 | $205.2K | 0.01% | +5+0.6% | Added |
| Stockman Wealth Management, Inc. | 850 | $205.5K | 0.04% | 00.0% | Unchanged |
| Jacobsen Capital Management | 852 | $206.0K | 0.10% | +852 | New |
| Trust Co of the South | 852 | $206.0K | 0.05% | +852 | New |
| Smithfield Trust Co | 854 | $207.0K | 0.01% | +43+5.3% | Added |
| Roman Butler Fullerton & Co | 833 | $207.8K | 0.08% | +833 | New |
| Quadrant Capital Group LLC | 862 | $208.4K | 0.02% | −16−1.8% | Reduced |
| First National Bank & Trust Co of Newtown | 863 | $208.6K | 0.04% | −50−5.5% | Reduced |
| Pitti Group Wealth Management, LLC | 865 | $209.2K | 0.23% | +66+8.3% | Added |
| Gilman Hill Asset Management, LLC | 870 | $210.3K | 0.04% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 875 | $211.5K | 0.05% | −294−25.1% | Reduced |
| Boston Family Office LLC | 877 | $212.0K | 0.02% | −132−13.1% | Reduced |
| Callahan Advisors, LLC | 881 | $212.9K | 0.02% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 885 | $214.0K | 0.01% | +885 | New |
| First Citizens Financial Corp | 891 | $215.4K | 0.14% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 900 | $217.6K | 0.22% | +900 | New |
| Seed Wealth Management, Inc. | 900 | $219.5K | 0.22% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 910 | $220.1K | 0.04% | +15+1.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 911 | $220.2K | 0.03% | 00.0% | Unchanged |
| Wealth Effects LLC | 916 | $221.3K | 0.08% | +70+8.3% | Added |
| Welch Group, LLC | 917 | $221.7K | 0.01% | −1−0.1% | Reduced |
| Tobam | 917 | $222.0K | 0.02% | −187−16.9% | Reduced |
| Monetary Management Group Inc | 925 | $223.6K | 0.07% | −480−34.2% | Reduced |
| Baxter Bros Inc | 931 | $225.1K | 0.03% | +6+0.6% | Added |
| Clarius Group, LLC | 933 | $225.6K | 0.02% | −32−3.3% | Reduced |
| Brighton Jones LLC | 935 | $226.0K | 0.01% | +108+13.1% | Added |
| Cohen Investment Advisors LLC | 937 | $226.5K | 0.17% | −15−1.6% | Reduced |
| Geller Advisors LLC | 938 | $226.8K | 0.02% | −53−5.3% | Reduced |
| Seneca Financial Advisors LLC | 940 | $227.3K | 0.13% | +3+0.3% | Added |
| Proequities, Inc. | 944 | $228.2K | 0.02% | +154+19.5% | Added |
| Leeward Financial Partners, LLC | 946 | $228.6K | 0.11% | −10,619−91.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 947 | $229.0K | 0.03% | −339−26.4% | Reduced |
| Camden Capital, LLC | 951 | $229.8K | 0.02% | −91−8.7% | Reduced |
| Northern Oak Wealth Management Inc | 951 | $229.9K | 0.03% | −614−39.2% | Reduced |
| Regatta Capital Group, LLC | 957 | $231.4K | 0.06% | +7+0.7% | Added |
| Nova R Wealth, Inc. | 960 | $232.0K | 0.15% | +960 | New |
| Hazlett, Burt & Watson, Inc. | 963 | $232.0K | 0.16% | +75+8.4% | Added |
| Intrua Financial, LLC | 966 | $233.5K | 0.04% | +4+0.4% | Added |
| Capstone Investment Advisors, LLC | 972 | $235.0K | 0.00% | −1,261−56.5% | Reduced |
| Conning Inc. | 972 | $235.0K | 0.01% | +15+1.6% | Added |
| AXA S.A. | 974 | $235.5K | 0.00% | +172+21.4% | Added |
| SageView Advisory Group, LLC | 949 | $235.8K | 0.01% | +69+7.8% | Added |
| Hubbell Strickland Wealth Management, LLC | 977 | $236.2K | 0.13% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 981 | $237.2K | 0.17% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 987 | $238.6K | 0.06% | +987 | New |
| Vantage Consulting Group Inc | 996 | $240.8K | 0.16% | +42+4.4% | Added |
| German American Bancorp, Inc. | 1,000 | $241.8K | 0.03% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,000 | $241.8K | 0.08% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,000 | $241.8K | 0.15% | 00.0% | Unchanged |
| Berkshire Bank | 1,000 | $241.8K | 0.06% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,000 | $241.8K | 0.01% | +94+10.4% | Added |
| Waters Parkerson & Co., LLC | 1,000 | $242.0K | 0.01% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 1,000 | $242.0K | 0.02% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $242.0K | 0.10% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,007 | $243.4K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,010 | $244.2K | 0.01% | −240−19.2% | Reduced |
| Clare Market Investments LLC | 1,015 | $245.4K | 0.09% | +3+0.3% | Added |
| Aspiriant, LLC | 1,016 | $245.6K | 0.01% | −15−1.5% | Reduced |
| Modus Advisors, LLC | 1,024 | $247.6K | 0.10% | +106+11.5% | Added |
| Thompson Siegel & Walmsley LLC | 1,025 | $248.0K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 1,032 | $249.5K | 0.02% | 00.0% | Unchanged |
| LM Advisors LLC | 1,033 | $249.7K | 0.05% | +1,033 | New |
| Strategic Financial Concepts, LLC | 1,040 | $251.4K | 0.15% | −60−5.5% | Reduced |
| Barry Investment Advisors, LLC | 1,041 | $251.7K | 0.09% | +1+0.1% | Added |
| Aptus Capital Advisors, LLC | 1,042 | $251.9K | 0.01% | +159+18.0% | Added |
| Phoenix Holdings Ltd. | 1,043 | $252.4K | 0.00% | −550,404−99.8% | Reduced |
| WNY Asset Management, LLC | 1,049 | $253.6K | 0.04% | +236+29.0% | Added |