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 |
|---|---|---|---|---|---|
| ELCO Management Co., LLC | 3,410 | $824.4K | 0.54% | −12−0.4% | Reduced |
| Morningstar Investment Services LLC | 3,415 | $827.0K | 0.00% | +1,660+94.6% | Added |
| Thoroughbred Financial Services, LLC | 3,433 | $830.0K | 0.07% | −171−4.7% | Reduced |
| Pitcairn Co | 3,449 | $833.8K | 0.06% | −5−0.1% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 3,450 | $834.0K | 0.61% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 3,461 | $836.7K | 0.33% | +36+1.1% | Added |
| Credential Qtrade Securities Inc. | 3,471 | $839.1K | 0.05% | +1,015+41.3% | Added |
| Essex Financial Services, Inc. | 3,484 | $842.3K | 0.09% | −112−3.1% | Reduced |
| Capital Management Associates | 3,500 | $846.1K | 1.08% | +1,000+40.0% | Added |
| Intellectus Partners, LLC | 3,512 | $849.0K | 0.24% | −1,144−24.6% | Reduced |
| Achmea Investment Management B.V. | 3,542 | $856.0K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,557 | $859.0K | 0.09% | −4−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,557 | $859.9K | 0.04% | −206−5.5% | Reduced |
| SFMG, LLC | 3,574 | $864.1K | 0.08% | −20−0.6% | Reduced |
| Machina Capital S.A.S. | 3,586 | $866.9K | 0.56% | +3,586 | New |
| Parsons Capital Management Inc | 3,612 | $873.2K | 0.06% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 3,619 | $874.9K | 0.02% | +15+0.4% | Added |
| Wealthcare Advisory Partners LLC | 3,631 | $877.8K | 0.03% | +1,500+70.4% | Added |
| FDx Advisors, Inc. | 3,680 | $890.0K | 0.07% | +1,354+58.2% | Added |
| Diamant Asset Management, Inc. | 3,695 | $893.3K | 0.66% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 3,696 | $893.5K | 0.36% | +3,696 | New |
| Tokio Marine Asset Management Co Ltd | 3,709 | $896.7K | 0.05% | +133+3.7% | Added |
| Piscataqua Savings Bank | 3,713 | $897.6K | 0.84% | +15+0.4% | Added |
| First Horizon Advisors, Inc. | 3,758 | $908.6K | 0.03% | +373+11.0% | Added |
| Brinker Capital Investments, LLC | 3,637 | $909.2K | 0.01% | −413−10.2% | Reduced |
| Orion Portfolio Solutions, LLC | 3,637 | $909.2K | 0.01% | −413−10.2% | Reduced |
| Hancock Whitney Corp | 3,788 | $915.8K | 0.03% | −560−12.9% | Reduced |
| Wellington Shields Capital Management, LLC | 3,795 | $917.4K | 0.11% | +2,175+134.3% | Added |
| Hantz Financial Services, Inc. | 3,824 | $925.0K | 0.02% | +632+19.8% | Added |
| Girard Partners Ltd. | 3,833 | $926.7K | 0.09% | −2,964−43.6% | Reduced |
| Mirador Capital Partners LP | 3,847 | $930.0K | 0.20% | +170+4.6% | Added |
| NorthRock Partners, LLC | 3,848 | $930.2K | 0.04% | +2,846+284.0% | Added |
| Investment Management Corp of Ontario | 3,855 | $931.9K | 0.02% | +3,855 | New |
| Eads & Heald Wealth Management | 3,858 | $933.0K | 0.45% | +136+3.7% | Added |
| Everpar Advisors LLC | 3,910 | $945.2K | 0.44% | +3,910 | New |
| Hunter Associates Investment Management LLC | 3,921 | $949.0K | 0.17% | +753+23.8% | Added |
| Magnolia Capital Management Ltd | 3,945 | $954.0K | 0.87% | −447−10.2% | Reduced |
| First Hawaiian Bank | 3,958 | $956.8K | 0.03% | −662−14.3% | Reduced |
| Quadrature Capital Ltd | 3,964 | $958.5K | 0.02% | +3,964 | New |
| Premier Path Wealth Partners, LLC | 3,943 | $959.3K | 0.21% | +3,943 | New |
| Los Angeles Capital Management LLC | 3,976 | $961.2K | 0.00% | −105,568−96.4% | Reduced |
| Ascent Wealth Partners, LLC | 3,978 | $961.7K | 0.16% | +3,978 | New |
| Hoertkorn Richard Charles | 4,000 | $967.0K | 0.44% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 4,020 | $971.8K | 0.36% | +5+0.1% | Added |
| First Command Advisory Services, Inc. | 4,093 | $989.5K | 0.01% | −607−12.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,100 | $991.2K | 0.08% | +2,000+95.2% | Added |
| Concurrent Investment Advisors, LLC | 4,162 | $1.01M | 0.05% | +4,162 | New |
| Meiji Yasuda Life Insurance Co | 4,162 | $1.01M | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,164 | $1.01M | 0.02% | +596+16.7% | Added |
| Burns J W & Co Inc | 4,182 | $1.01M | 0.15% | −113−2.6% | Reduced |
| Delta Financial Advisors LLC | 4,186 | $1.01M | 0.44% | +3+0.1% | Added |
| FJ Investments, LLC | 4,188 | $1.01M | 0.05% | +4,188 | New |
| Cambria Investment Management, L.P. | 4,200 | $1.02M | 0.07% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 4,207 | $1.02M | 0.26% | −358−7.8% | Reduced |
| FIL Ltd | 4,227 | $1.02M | 0.00% | +318+8.1% | Added |
| Venture Visionary Partners LLC | 4,270 | $1.03M | 0.05% | −95−2.2% | Reduced |
| HighPoint Advisor Group LLC | 3,839 | $1.04M | 0.07% | +3,839 | New |
| Spire Wealth Management | 4,096 | $1.04M | 0.04% | −103−2.5% | Reduced |
| Pictet & Cie (Europe) SA | 4,363 | $1.05M | 0.03% | −185−4.1% | Reduced |
| Synergy Financial Management, LLC | 4,368 | $1.06M | 0.19% | +4,368 | New |
| Degroof Petercam Asset Management | 4,400 | $1.06M | 0.01% | +4,400 | New |
| Axxcess Wealth Management, LLC | 4,429 | $1.07M | 0.03% | +2,784+169.2% | Added |
| Steel Peak Wealth Management LLC | 4,440 | $1.07M | 0.06% | +4,440 | New |
| Boomfish Wealth Group, LLC | 4,448 | $1.08M | 0.78% | +4,448 | New |
| Cutler Group LP | 4,502 | $1.09M | 0.15% | −819−15.4% | Reduced |
| Byrne Asset Management LLC | 4,546 | $1.09M | 0.83% | 00.0% | Unchanged |
| Garner Asset Management Corp | 4,525 | $1.10M | 0.56% | −443−8.9% | Reduced |
| Shelton Capital Management | 4,556 | $1.10M | 0.04% | −71−1.5% | Reduced |
| Crescent Sterling, Ltd. | 4,578 | $1.11M | 1.10% | +38+0.8% | Added |
| 17 Capital Partners, LLC | 4,593 | $1.11M | 1.02% | +4,593 | New |
| Daymark Wealth Partners, LLC | 4,649 | $1.12M | 0.07% | +3,206+222.2% | Added |
| Caldwell Trust Co | 4,670 | $1.13M | 0.14% | −226−4.6% | Reduced |
| Wambolt & Associates, LLC | 4,675 | $1.13M | 0.37% | −1,040−18.2% | Reduced |
| Alaethes Wealth LLC | 4,714 | $1.14M | 0.54% | +298+6.7% | Added |
| Waterfront Wealth Inc. | 4,753 | $1.15M | 0.34% | +111+2.4% | Added |
| Ieq Capital, LLC | 4,762 | $1.15M | 0.02% | +371+8.4% | Added |
| Shapiro Capital Management LLC | 4,780 | $1.16M | 0.03% | −50−1.0% | Reduced |
| Ancora Advisors, LLC | 4,789 | $1.16M | 0.03% | +160+3.5% | Added |
| Lowe Brockenbrough & Co Inc | 4,804 | $1.16M | 0.09% | −365−7.1% | Reduced |
| Brown Advisory Inc | 4,862 | $1.18M | 0.00% | −575−10.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,895 | $1.18M | 0.05% | −74−1.5% | Reduced |
| Bahl & Gaynor Inc | 4,900 | $1.18M | 0.01% | +657+15.5% | Added |
| APG Asset Management N.V. | 5,453 | $1.19M | 0.00% | −411−7.0% | Reduced |
| Neumann Capital Management, LLC | 4,957 | $1.20M | 0.48% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,973 | $1.20M | 0.31% | +4,973 | New |
| Choate Investment Advisors | 4,980 | $1.20M | 0.04% | +31+0.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,018 | $1.21M | 0.14% | +5,018 | New |
| Western Wealth Management, LLC | 5,042 | $1.22M | 0.09% | −51−1.0% | Reduced |
| Cetera Advisors LLC | 5,046 | $1.22M | 0.02% | +719+16.6% | Added |
| Marion Wealth Management | 5,066 | $1.22M | 0.39% | +1,151+29.4% | Added |
| Nebula Research & Development LLC | 5,072 | $1.23M | 0.37% | +5,072 | New |
| Gilbert & Cook, Inc. | 5,074 | $1.23M | 0.17% | −949−15.8% | Reduced |
| Emerald Advisers, LLC | 5,103 | $1.23M | 0.05% | −340−6.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,116 | $1.24M | 0.03% | +25+0.5% | Added |
| Fairbanks Capital Management, Inc. | 5,122 | $1.24M | 0.88% | +266+5.5% | Added |
| Credit Agricole S A | 5,129 | $1.24M | 0.03% | +3,253+173.4% | Added |
| Fiduciary Trust Co | 5,169 | $1.25M | 0.02% | +34+0.7% | Added |
| Ziegler Capital Management, LLC | 5,188 | $1.25M | 0.06% | −64−1.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,206 | $1.26M | 1.08% | −160−3.0% | Reduced |
| Belpointe Asset Management LLC | 5,211 | $1.26M | 0.11% | −684−11.6% | Reduced |