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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 1,049 | $253.6K | 0.04% | +1,049 | New |
| Washington Trust Co | 1,050 | $253.8K | 0.01% | +640+156.1% | Added |
| Searle & Co. | 1,050 | $253.8K | 0.07% | −100−8.7% | Reduced |
| Secure Asset Management, LLC | 1,052 | $254.3K | 0.07% | +1,052 | New |
| Bordeaux Wealth Advisors LLC | 1,059 | $256.0K | 0.09% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,059 | $256.1K | 0.06% | +9+0.9% | Added |
| Inscription Capital, LLC | 1,060 | $256.3K | 0.07% | +170+19.1% | Added |
| Coppell Advisory Solutions LLC | 1,063 | $256.9K | 0.05% | +312+41.5% | Added |
| Castle Rock Wealth Management, LLC | 1,036 | $257.2K | 0.08% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 1,066 | $257.7K | 0.05% | +141+15.2% | Added |
| Studio Investment Management LLC | 1,069 | $258.4K | 0.07% | −117−9.9% | Reduced |
| Purus Wealth Management, LLC | 1,072 | $259.2K | 0.15% | −12−1.1% | Reduced |
| Meridian Wealth Advisors, LLC | 1,073 | $259.4K | 0.06% | 00.0% | Unchanged |
| NBT Bank N A | 1,081 | $261.3K | 0.02% | −171−13.7% | Reduced |
| Columbia Trust Co 01012016 | 1,089 | $263.3K | 0.12% | +204+23.1% | Added |
| CX Institutional | 1,091 | $263.8K | 0.01% | −8−0.7% | Reduced |
| McLean Asset Management Corp | 1,074 | $265.9K | 0.10% | +99+10.2% | Added |
| King Luther Capital Management Corp | 1,100 | $265.9K | 0.00% | −300−21.4% | Reduced |
| Monarch Capital Management Inc | 1,111 | $268.6K | 0.08% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,112 | $268.7K | 0.19% | +202+22.2% | Added |
| Little House Capital LLC | 1,112 | $268.8K | 0.10% | +1,112 | New |
| Meritas Wealth Management, LLC | 1,115 | $269.6K | 0.20% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,110 | $270.7K | 0.08% | +4+0.4% | Added |
| Socha Financial Group, LLC | 1,121 | $271.0K | 0.13% | +4+0.4% | Added |
| Signaturefd, LLC | 1,121 | $271.0K | 0.01% | −238−17.5% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,121 | $271.0K | 0.18% | −110−8.9% | Reduced |
| Baron Wealth Management LLC | 1,127 | $272.5K | 0.15% | −6−0.5% | Reduced |
| Nations Financial Group Inc, | 1,127 | $272.6K | 0.03% | −44−3.8% | Reduced |
| Strategic Investment Solutions, Inc. | 1,145 | $276.8K | 0.05% | −70,523−98.4% | Reduced |
| Knuff & Co LLC | 1,146 | $277.0K | 0.10% | +75+7.0% | Added |
| Cypress Capital Group | 1,149 | $277.8K | 0.04% | +1,149 | New |
| Kraematon Investment Advisors, Inc | 1,155 | $279.2K | 0.31% | +2+0.2% | Added |
| Brandywine Oak Private Wealth LLC | 1,157 | $279.7K | 0.03% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,160 | $280.4K | 0.12% | 00.0% | Unchanged |
| Aviso Wealth Management | 1,166 | $281.9K | 0.20% | +1,166 | New |
| Highlander Capital Management, LLC | 1,100 | $285.8K | 0.10% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 1,192 | $288.2K | 0.06% | +1,192 | New |
| Hillman Capital Management, Inc. | 1,193 | $288.4K | 0.10% | +6+0.5% | Added |
| Integrated Advisors Network LLC | 1,194 | $288.6K | 0.02% | +55+4.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,194 | $288.6K | 0.03% | −95−7.4% | Reduced |
| Boston Trust Walden Corp | 1,200 | $290.1K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,201 | $290.3K | 0.02% | +1+0.1% | Added |
| Farmers Trust Co | 1,205 | $291.3K | 0.06% | −10−0.8% | Reduced |
| Almanack Investment Partners, LLC. | 1,216 | $293.9K | 0.05% | +1+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 1,214 | $294.0K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,180 | $294.9K | 0.02% | −151−11.3% | Reduced |
| Investors Asset Management of Georgia Inc | 1,221 | $295.1K | 0.15% | +1+0.1% | Added |
| Hills Bank & Trust Co | 1,229 | $297.1K | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,238 | $299.3K | 0.02% | −1,671−57.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,238 | $299.3K | 0.02% | +228+22.6% | Added |
| Grayhawk Investment Strategies Inc. | 1,244 | $300.7K | 0.15% | +1,244 | New |
| E&G Advisors, LP | 1,245 | $301.0K | 0.11% | −380−23.4% | Reduced |
| KRS Capital Management, LLC | 1,247 | $301.6K | 0.28% | −60−4.6% | Reduced |
| Silverlake Wealth Management LLC | 1,252 | $302.7K | 0.17% | −844−40.3% | Reduced |
| Barlow Wealth Partners, Inc. | 1,257 | $303.9K | 0.04% | +1,257 | New |
| Leonteq Securities AG | 1,261 | $304.8K | 0.04% | +204+19.3% | Added |
| Edmond de Rothschild Holding S.A. | 1,264 | $305.6K | 0.01% | +770+155.9% | Added |
| Arkadios Wealth Advisors | 1,265 | $305.8K | 0.03% | +105+9.1% | Added |
| Koshinski Asset Management, Inc. | 1,274 | $308.0K | 0.05% | −693−35.2% | Reduced |
| Symmetry Partners, LLC | 1,270 | $308.0K | 0.02% | −100−7.3% | Reduced |
| ICW Investment Advisors LLC | 1,274 | $308.1K | 0.15% | −15−1.2% | Reduced |
| North Star Investment Management Corp. | 1,275 | $308.3K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,277 | $308.6K | 0.03% | +43+3.5% | Added |
| Teamwork Financial Advisors, LLC | 1,289 | $311.7K | 0.05% | +1,289 | New |
| Focus Financial Network Inc | 1,307 | $315.9K | 0.01% | +1,307 | New |
| Chicago Partners Investment Group LLC | 1,284 | $317.7K | 0.01% | −14−1.1% | Reduced |
| Regions Financial Corp | 1,315 | $317.9K | 0.00% | −21−1.6% | Reduced |
| Accurate Wealth Management, LLC | 1,244 | $320.2K | 0.10% | −135−9.8% | Reduced |
| Empower Advisory Group, LLC | 1,325 | $320.3K | 0.00% | −83−5.9% | Reduced |
| Alhambra Investment Partners LLC | 1,337 | $323.2K | 0.19% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,346 | $325.4K | 0.04% | +1,346 | New |
| Wade G W & Inc | 1,352 | $327.0K | 0.01% | +122+9.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,355 | $327.8K | 0.02% | +55+4.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,356 | $327.8K | 0.18% | −21−1.5% | Reduced |
| Headlands Technologies LLC | 1,364 | $329.7K | 0.10% | +1,364 | New |
| Meridian Financial Partners LLC | 1,301 | $330.0K | 0.34% | −1,553−54.4% | Reduced |
| Chicago Trust Co NA | 1,367 | $330.5K | 0.07% | −4−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 1,374 | $332.3K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,380 | $333.7K | 0.05% | −687−33.2% | Reduced |
| Oxford Financial Group Ltd | 1,381 | $333.9K | 0.02% | +30+2.2% | Added |
| Ausdal Financial Partners, Inc. | 1,397 | $337.7K | 0.04% | +16+1.2% | Added |
| Spirit of America Management Corp | 1,400 | $338.4K | 0.07% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,459 | $352.7K | 0.02% | +1,459 | New |
| Independence Bank of Kentucky | 1,466 | $354.4K | 0.12% | +1,036+240.9% | Added |
| Visionary Wealth Advisors | 1,469 | $355.2K | 0.03% | −11−0.7% | Reduced |
| Archford Capital Strategies, LLC | 1,475 | $356.6K | 0.07% | −94−6.0% | Reduced |
| UniSuper Management Pty Ltd | 1,483 | $358.5K | 0.00% | +283+23.6% | Added |
| Berger Financial Group, Inc | 1,497 | $361.8K | 0.04% | −63−4.0% | Reduced |
| Nikulski Financial, Inc. | 1,500 | $362.6K | 0.13% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,507 | $364.4K | 0.04% | +20+1.3% | Added |
| Sandy Cove Advisors, LLC | 1,511 | $365.2K | 0.19% | +6+0.4% | Added |
| Cladis Investment Advisory, LLC | 1,515 | $366.3K | 0.29% | +40+2.7% | Added |
| Delta Financial Group, Inc. | 1,525 | $369.0K | 0.12% | +101+7.1% | Added |
| RiverGlades Family Offices LLC | 1,500 | $370.6K | 0.30% | 00.0% | Unchanged |
| XML Financial, LLC | 1,539 | $372.1K | 0.04% | −10−0.6% | Reduced |
| Spinnaker Trust | 1,541 | $372.5K | 0.03% | −75−4.6% | Reduced |
| RMB Capital Management, LLC | 1,543 | $372.9K | 0.01% | +194+14.4% | Added |
| Flagship Harbor Advisors, LLC | 1,545 | $373.5K | 0.03% | −42−2.6% | Reduced |
| Prestige Wealth Management Group LLC | 1,565 | $378.3K | 0.09% | −8−0.5% | Reduced |
| Maven Securities LTD | 1,566 | $378.6K | 0.04% | +1,566 | New |