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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 1,567 | $378.8K | 0.08% | −133−7.8% | Reduced |
| Logan Capital Management Inc | 1,568 | $379.1K | 0.02% | −529−25.2% | Reduced |
| Riverview Trust Co | 1,577 | $381.2K | 0.39% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,579 | $381.7K | 0.05% | −27−1.7% | Reduced |
| HB Wealth Management, LLC | 1,581 | $382.2K | 0.01% | −38−2.3% | Reduced |
| Tiemann Investment Advisors, LLC | 1,585 | $383.2K | 0.19% | −100−5.9% | Reduced |
| Ballast, Inc. | 1,599 | $386.6K | 0.13% | −183−10.3% | Reduced |
| Lee Financial Co | 1,600 | $386.8K | 0.07% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 1,600 | $386.8K | 0.26% | +1,600 | New |
| Alesco Advisors LLC | 1,611 | $389.4K | 0.01% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,613 | $389.9K | 0.02% | +1,613 | New |
| Mutual Advisors, LLC | 1,624 | $392.6K | 0.01% | −53−3.2% | Reduced |
| Kovack Advisors, Inc. | 1,637 | $395.8K | 0.05% | −222−11.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,654 | $399.9K | 0.04% | +238+16.8% | Added |
| Ellevest, Inc. | 1,655 | $400.1K | 0.03% | −117−6.6% | Reduced |
| Strategic Blueprint, LLC | 1,664 | $402.3K | 0.03% | +93+5.9% | Added |
| Atlas Capital Advisors LLC | 1,668 | $403.2K | 0.06% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,670 | $403.7K | 0.19% | +1,670 | New |
| Tempus Wealth Planning, LLC | 1,672 | $404.2K | 0.18% | −123−6.9% | Reduced |
| Harbour Investments, Inc. | 1,682 | $406.6K | 0.02% | +504+42.8% | Added |
| J.W. Cole Advisors, Inc. | 1,686 | $407.7K | 0.02% | −64−3.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,687 | $407.8K | 0.13% | −78−4.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 1,688 | $408.0K | 0.04% | −52−3.0% | Reduced |
| AlphaCore Capital LLC | 1,689 | $408.3K | 0.06% | +9+0.5% | Added |
| Cary Street Partner Investment Advisory LLC | 1,692 | $409.1K | 0.02% | +984+139.0% | Added |
| Bluesphere Advisors, LLC | 1,700 | $411.0K | 0.25% | +1,700 | New |
| Principal Securities, Inc. | 1,711 | $413.7K | 0.02% | +1,711 | New |
| Cigna Investments Inc | 1,724 | $417.0K | 0.09% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,725 | $417.0K | 0.04% | −361−17.3% | Reduced |
| DFPG Investments, LLC | 1,749 | $422.2K | 0.03% | +33+1.9% | Added |
| Iron Financial, LLC | 1,751 | $423.4K | 0.24% | −91−4.9% | Reduced |
| Lake Street Financial LLC | 1,754 | $424.0K | 0.07% | −66−3.6% | Reduced |
| Hartford Funds Management Co LLC | 1,754 | $424.1K | 0.04% | −452−20.5% | Reduced |
| Financial Advocates Investment Management | 1,761 | $425.8K | 0.03% | −51−2.8% | Reduced |
| Davis Investment Partners, LLC | 1,758 | $426.0K | 0.21% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,773 | $428.7K | 0.01% | +166+10.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,777 | $429.7K | 0.08% | 00.0% | Unchanged |
| Tufton Capital Management | 1,783 | $431.0K | 0.09% | +63+3.7% | Added |
| MONECO Advisors, LLC | 1,790 | $432.8K | 0.08% | +4+0.2% | Added |
| Ameritas Investment Partners, Inc. | 1,796 | $434.2K | 0.02% | −66−3.5% | Reduced |
| United Bank | 1,800 | $435.1K | 0.05% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,812 | $438.1K | 0.03% | +135+8.1% | Added |
| Charter Research & Investment Group, Inc. | 1,821 | $440.2K | 0.37% | −50−2.7% | Reduced |
| PGGM Investments | 1,837 | $444.0K | 0.01% | +717+64.0% | Added |
| Berkeley Capital Partners, LLC | 1,853 | $448.0K | 0.15% | +33+1.8% | Added |
| Curbstone Financial Management Corp | 1,864 | $450.6K | 0.10% | +30+1.6% | Added |
| Headinvest, LLC | 1,867 | $451.3K | 0.09% | +924+98.0% | Added |
| Armbruster Capital Management, Inc. | 1,874 | $453.0K | 0.10% | −60−3.1% | Reduced |
| Planning Directions Inc | 1,879 | $454.2K | 0.32% | −463−19.8% | Reduced |
| RDA Financial Network | 1,879 | $454.2K | 0.17% | −235−11.1% | Reduced |
| Trust Point Inc. | 1,880 | $454.5K | 0.04% | +1,880 | New |
| WBH Advisory Inc | 1,887 | $456.3K | 0.05% | −125−6.2% | Reduced |
| Meridian Wealth Management, LLC | 1,891 | $457.1K | 0.03% | +143+8.2% | Added |
| Advisor Resource Council | 1,893 | $457.5K | 0.05% | +1,893 | New |
| Keebeck Wealth Management, LLC | 1,900 | $459.3K | 0.08% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,915 | $463.0K | 0.04% | −10−0.5% | Reduced |
| Central Bank & Trust Co | 1,922 | $464.6K | 0.07% | +694+56.5% | Added |
| Syon Capital LLC | 1,925 | $465.4K | 0.05% | +456+31.0% | Added |
| Independent Financial Group, LLC | 1,935 | $467.8K | 0.03% | +89+4.8% | Added |
| Empowered Funds, LLC | 1,939 | $468.8K | 0.01% | +280+16.9% | Added |
| Ironwood Investment Counsel, LLC | 1,951 | $471.8K | 0.09% | −73−3.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,953 | $472.1K | 0.05% | −2−0.1% | Reduced |
| Legacy Bridge, LLC | 1,966 | $475.3K | 0.31% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,981 | $478.9K | 0.04% | +229+13.1% | Added |
| Community Bank, N.A. | 2,000 | $483.5K | 0.06% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,002 | $483.9K | 0.03% | +528+35.8% | Added |
| Wealth Alliance | 2,006 | $485.0K | 0.07% | −131−6.1% | Reduced |
| Retirement Guys Formula LLC | 2,010 | $486.0K | 0.26% | −5−0.2% | Reduced |
| Spinnaker Investment Group, LLC | 2,023 | $489.0K | 0.15% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 2,025 | $489.5K | 0.04% | −50−2.4% | Reduced |
| Navalign, LLC | 2,027 | $490.1K | 0.17% | −33−1.6% | Reduced |
| Diametric Capital, LP | 2,041 | $493.4K | 0.30% | +48+2.4% | Added |
| Arcataur Capital Management LLC | 2,057 | $497.3K | 0.19% | +33+1.6% | Added |
| Wetherby Asset Management Inc | 2,060 | $498.0K | 0.03% | −124−5.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,074 | $501.3K | 0.23% | +223+12.0% | Added |
| Dohj, LLC | 2,080 | $502.7K | 0.15% | +2,080 | New |
| Nvest Financial, LLC | 2,087 | $504.4K | 0.40% | −60−2.8% | Reduced |
| Glenmede Trust Co NA | 2,098 | $507.2K | 0.00% | −107−4.9% | Reduced |
| LMR Partners LLP | 2,101 | $507.9K | 0.01% | +2,101 | New |
| Cooper/Haims Advisors, LLC | 2,103 | $508.3K | 0.29% | +10.0% | Added |
| Cozad Asset Management Inc | 2,115 | $511.3K | 0.06% | −18−0.8% | Reduced |
| NEOS Investment Management LLC | 2,127 | $514.2K | 0.05% | +625+41.6% | Added |
| Global Retirement Partners, LLC | 2,019 | $515.7K | 0.02% | +52+2.6% | Added |
| Allred Capital Management, LLC | 2,143 | $518.0K | 0.23% | +3+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,145 | $518.6K | 0.19% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,152 | $520.2K | 0.02% | +116+5.7% | Added |
| Knollwood Investment Advisory, LLC | 2,158 | $521.7K | 0.11% | +2,158 | New |
| Johnson Investment Counsel Inc | 2,164 | $523.1K | 0.01% | −368−14.5% | Reduced |
| Horizon Investments, LLC | 2,190 | $527.5K | 0.01% | −91−4.0% | Reduced |
| Confluence Wealth Services, Inc. | 2,196 | $530.9K | 0.06% | +60+2.8% | Added |
| Laidlaw Wealth Management LLC | 2,196 | $530.9K | 0.19% | −140−6.0% | Reduced |
| WealthTrust Axiom LLC | 2,200 | $531.9K | 0.18% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,205 | $533.1K | 0.03% | +77+3.6% | Added |
| Texas Yale Capital Corp. | 2,214 | $535.2K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,216 | $535.7K | 0.05% | −54−2.4% | Reduced |
| Profund Advisors LLC | 2,220 | $536.7K | 0.02% | +329+17.4% | Added |
| Veriti Management LLC | 2,230 | $539.0K | 0.05% | +405+22.2% | Added |
| Prospera Financial Services Inc | 2,230 | $539.1K | 0.02% | +113+5.3% | Added |
| Shelton Wealth Management, LLC | 2,233 | $539.8K | 0.38% | +1,240+124.9% | Added |
| Greenleaf Trust | 2,236 | $540.6K | 0.01% | −298−11.8% | Reduced |