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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 2,238 | $541.0K | 0.01% | +1,338+148.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 2,248 | $543.5K | 0.17% | −20−0.9% | Reduced |
| Park Avenue Securities LLC | 2,250 | $544.0K | 0.01% | −238−9.6% | Reduced |
| Altshuler Shaham Ltd | 2,252 | $544.4K | 0.03% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 2,256 | $545.4K | 0.20% | −56−2.4% | Reduced |
| Lake Street Advisors Group, LLC | 2,270 | $548.9K | 0.03% | +2,270 | New |
| Equitable Holdings, Inc. | 2,285 | $552.3K | 0.01% | +446+24.3% | Added |
| Wedbush Securities Inc | 2,296 | $555.0K | 0.02% | +356+18.4% | Added |
| Sapient Capital LLC | 2,299 | $555.8K | 0.01% | +2,299 | New |
| Wilkinson Global Asset Management LLC | 2,305 | $557.2K | 0.04% | −5−0.2% | Reduced |
| Park National Corp | 2,310 | $558.4K | 0.02% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 2,313 | $559.1K | 0.17% | +522+29.1% | Added |
| Anchor Investment Management, LLC | 2,322 | $561.3K | 0.06% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,324 | $561.8K | 0.11% | −17−0.7% | Reduced |
| International Assets Investment Management, LLC | 2,345 | $567.0K | 0.07% | +79+3.5% | Added |
| 1620 Investment Advisors, Inc. | 2,352 | $568.6K | 0.63% | +42+1.8% | Added |
| Athena Investment Management | 2,362 | $571.0K | 0.37% | 00.0% | Unchanged |
| MQS Management LLC | 2,393 | $578.5K | 0.32% | +2,393 | New |
| Arnhold LLC | 2,400 | $580.2K | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,411 | $582.8K | 0.02% | +2,411 | New |
| Ritholtz Wealth Management | 2,414 | $583.6K | 0.02% | +140+6.2% | Added |
| Chemung Canal Trust Co | 2,414 | $583.6K | 0.12% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,414 | $584.0K | 0.00% | +508+26.7% | Added |
| Patten Group, Inc. | 2,424 | $586.0K | 0.16% | −60−2.4% | Reduced |
| Personal Cfo Solutions, LLC | 2,427 | $587.0K | 0.10% | +19+0.8% | Added |
| Ballentine Partners, LLC | 2,442 | $590.4K | 0.01% | +4+0.2% | Added |
| Sterling Investment Counsel, LLC | 2,444 | $590.8K | 0.30% | +256+11.7% | Added |
| Washington Capital Management Inc | 2,450 | $592.3K | 0.51% | +300+14.0% | Added |
| Cornerstone Advisory, LLC | 2,465 | $595.9K | 0.09% | +18+0.7% | Added |
| Burns Matteson Capital Management, LLC | 2,499 | $604.4K | 0.42% | +42+1.7% | Added |
| Bragg Financial Advisors, Inc | 2,506 | $605.8K | 0.03% | −103−3.9% | Reduced |
| Schear Investment Advisers, LLC | 2,522 | $609.7K | 0.59% | +44+1.8% | Added |
| Gateway Investment Advisers LLC | 2,545 | $615.3K | 0.01% | −70−2.7% | Reduced |
| Allworth Financial LP | 2,548 | $616.0K | 0.00% | +325+14.6% | Added |
| Roanoke Asset Management Corp | 2,550 | $616.0K | 0.23% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,552 | $616.9K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 2,600 | $628.5K | 0.03% | +500+23.8% | Added |
| We Are One Seven, LLC | 2,602 | $629.0K | 0.04% | +582+28.8% | Added |
| Empirical Finance, LLC | 2,621 | $633.6K | 0.04% | −4−0.2% | Reduced |
| Colony Group, LLC | 2,632 | $636.0K | 0.01% | +2,632 | New |
| CNB Bank | 2,636 | $637.3K | 0.34% | +346+15.1% | Added |
| Morningstar Investment Management LLC | 2,639 | $638.0K | 0.07% | +65+2.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,654 | $641.6K | 0.45% | −341−11.4% | Reduced |
| Savant Capital, LLC | 2,669 | $645.3K | 0.01% | −10.0% | Reduced |
| LVW Advisors, LLC | 2,677 | $647.2K | 0.12% | −189−6.6% | Reduced |
| Sawtooth Solutions, LLC | 2,708 | $654.8K | 0.02% | +74+2.8% | Added |
| IHT Wealth Management, LLC | 2,711 | $655.4K | 0.03% | −291−9.7% | Reduced |
| Dover Advisors, LLC | 2,711 | $655.4K | 0.86% | −458−14.5% | Reduced |
| Bleakley Financial Group, LLC | 2,715 | $656.5K | 0.02% | +81+3.1% | Added |
| Blackhawk Capital Partners LLC. | 2,717 | $656.8K | 0.45% | +82+3.1% | Added |
| Sigma Planning Corp | 2,726 | $658.9K | 0.05% | −3,530−56.4% | Reduced |
| Exchange Capital Management, Inc. | 2,757 | $666.5K | 0.12% | −168−5.7% | Reduced |
| Brown Brothers Harriman & Co | 2,758 | $666.7K | 0.01% | +125+4.7% | Added |
| Copperwynd Financial, LLC | 2,779 | $671.8K | 0.27% | +43+1.6% | Added |
| Old Port Advisors | 2,801 | $677.2K | 0.22% | −24−0.8% | Reduced |
| Lincoln National Corp | 2,802 | $677.5K | 0.01% | +237+9.2% | Added |
| Independent Advisor Alliance | 2,808 | $678.8K | 0.02% | −332−10.6% | Reduced |
| Waterloo Capital, L.P. | 2,810 | $679.3K | 0.11% | +2,810 | New |
| Cooper Financial Group | 2,811 | $679.7K | 0.12% | +336+13.6% | Added |
| CAPROCK Group, Inc. | 2,817 | $681.1K | 0.04% | +239+9.3% | Added |
| Aries Wealth Management | 2,831 | $684.4K | 0.24% | −260−8.4% | Reduced |
| Meeder Advisory Services, Inc. | 2,841 | $686.8K | 0.08% | +180+6.8% | Added |
| KCM Investment Advisors LLC | 2,868 | $693.3K | 0.03% | +229+8.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,888 | $698.0K | 0.01% | +108+3.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,855 | $699.7K | 0.01% | +522+22.4% | Added |
| ClearAlpha Technologies LP | 2,900 | $701.1K | 0.27% | +2,900 | New |
| Tectonic Advisors LLC | 2,903 | $701.8K | 0.06% | +215+8.0% | Added |
| QRG Capital Management, Inc. | 2,905 | $702.3K | 0.01% | −109−3.6% | Reduced |
| Arlington Trust Co LLC | 2,909 | $703.3K | 0.20% | +2,909 | New |
| Raab & Moskowitz Asset Management LLC | 2,910 | $703.5K | 0.22% | +75+2.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,919 | $705.7K | 0.01% | −7,086−70.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,939 | $710.5K | 0.12% | +6+0.2% | Added |
| Transcend Wealth Collective, LLC | 2,951 | $713.4K | 0.06% | −222−7.0% | Reduced |
| Moneta Group Investment Advisors LLC | 2,961 | $715.8K | 0.01% | −56−1.9% | Reduced |
| HMS Capital Management, LLC | 2,982 | $720.9K | 0.44% | −32−1.1% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $725.3K | 0.01% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,039 | $734.7K | 0.09% | +560+22.6% | Added |
| Forte Capital LLC | 3,089 | $746.7K | 0.10% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,100 | $750.0K | 0.14% | −561−15.3% | Reduced |
| XTX Topco Ltd | 3,104 | $750.4K | 0.16% | +537+20.9% | Added |
| Quantinno Capital Management LP | 3,105 | $751.0K | 0.03% | −4,087−56.8% | Reduced |
| Dana Investment Advisors, Inc. | 3,113 | $752.6K | 0.04% | −799−20.4% | Reduced |
| GAMMA Investing LLC | 3,080 | $754.8K | 0.20% | +3,080 | New |
| Haverford Trust Co | 3,130 | $756.7K | 0.01% | −31−1.0% | Reduced |
| Tranquility Partners, LLC | 3,132 | $757.2K | 0.32% | −305−8.9% | Reduced |
| Apollon Wealth Management, LLC | 3,150 | $761.5K | 0.03% | +1,281+68.5% | Added |
| Stablepoint Partners, LLC | 3,156 | $763.0K | 0.20% | +3,156 | New |
| Meridian Investment Counsel Inc. | 3,160 | $763.9K | 0.26% | −40−1.3% | Reduced |
| Intrust Bank NA | 3,165 | $765.1K | 0.09% | −48−1.5% | Reduced |
| Public Sector Pension Investment Board | 3,200 | $773.6K | 0.01% | −14,078−81.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,226 | $779.9K | 0.24% | −250−7.2% | Reduced |
| Laraway Financial Inc | 3,240 | $783.3K | 0.74% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 3,247 | $785.0K | 0.23% | +3,247 | New |
| TLWM | 3,276 | $792.0K | 0.19% | +22+0.7% | Added |
| Atlas Brown,Inc. | 3,306 | $799.2K | 0.33% | −22−0.7% | Reduced |
| Wealthfront Advisers LLC | 3,313 | $800.9K | 0.00% | +263+8.6% | Added |
| Bessemer Group Inc | 3,357 | $811.0K | 0.00% | +43+1.3% | Added |
| Raymond James Trust N.A. | 3,365 | $813.5K | 0.02% | −102−2.9% | Reduced |
| Forum Financial Management, LP | 3,366 | $813.7K | 0.02% | +274+8.9% | Added |
| Private Wealth Partners, LLC | 3,385 | $818.3K | 0.07% | −480−12.4% | Reduced |